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https://formapprovals.com/assets/OtherRecipientSettings-BkbSG4nt.js

js formapprovals.com collected 2026-10-02 00:00:43 UTC 13,892 bytes, 1 lines download raw bytes

1import{j as e,S as d,G as p,g as x,s as o,T as i,f as j,L as n}from"./index-B1JCX_-d.js";import{u as g}from"./useInstructionMethod-DmgXxNCI.js";import{u as f}from"./useAccordionHash-Bm5BAMFl.js";import{I as y}from"./InstructionToggle-DszjKsdf.js";import{A as r}from"./Accordion-DmrTPlX9.js";import{L as t}from"./List-Bq6CPE7n.js";import{I as a}from"./IconDotsVertical-D0seQyWQ.js";import{I as b}from"./IconMessageCircle-BPYND8wQ.js";import{A as v}from"./Alert-rB0v6-kr.js";import{I}from"./IconInfoCircle-BUY0Ko0n.js";import{I as u}from"./IconBrandYoutube-Ctx1UGlB.js";import{T as s}from"./Table-FcL28oTk.js";import"./SegmentedControl-Ddrz7gA9.js";import"./get-env-uyVen0u2.js";import"./Tooltip-V1HmJPbW.js";import"./get-style-object-DUJZA7T_.js";import"./IconPuzzle-D23OF60d.js";import"./get-safe-id-Bp3H8K0-.js";import"./Collapse-WaTycHdN.js";function k(){const[l]=g();return l==="addon"?e.jsx("strong",{children:"Restart workflow on edit"}):e.jsx("strong",{children:"Restart workflow when requestor edits"})}const w=["private-message","role-types","things-to-know-when-using-editors"];function H(){const[l,c]=f(w),[h]=g(),m=l.length>0;return e.jsxs(d,{gap:"xl",children:[e.jsxs(p,{justify:"space-between",align:"flex-end",pb:8,style:{borderBottom:"1px solid var(--mantine-color-gray-2)"},children:[e.jsx(x,{order:1,size:"h2",style:{borderBottom:"none",paddingBottom:0},children:"Other Recipient Settings"}),e.jsxs(p,{gap:"sm",align:"center",wrap:"nowrap",children:[e.jsx(o,{component:"button",size:"sm",c:"dimmed",onClick:()=>c(m?[]:[...w]),style:{whiteSpace:"nowrap"},children:m?"Collapse all":"Expand all"}),e.jsx(y,{})]})]}),e.jsxs(r,{multiple:!0,value:l,onChange:c,variant:"separated",order:3,styles:{panel:{fontSize:"var(--mantine-font-size-sm)"}},children:[e.jsxs(r.Item,{value:"private-message",id:"private-message",children:[e.jsxs(r.Control,{children:[e.jsx(i,{size:"lg",children:"How to add a private message for your recipients"}),e.jsx(i,{size:"sm",fs:"italic",c:"dimmed",children:"Send custom messages that are specific to individual recipients."})]}),e.jsx(r.Panel,{children:e.jsxs(d,{gap:"sm",children:[e.jsx(i,{children:"Private messages allow you to have custom messages that are specific to a recipient."}),e.jsxs(j,{bg:"var(--mantine-color-gray-0)",p:"md",style:{borderRadius:"var(--mantine-radius-md)"},children:[e.jsx(i,{fw:700,mb:"xs",children:"Steps to add a private message:"}),h==="addon"?e.jsxs(t,{type:"ordered",spacing:4,fz:15,pb:"xs",children:[e.jsx(t.Item,{children:"From your Google Form™, open the add-on"}),e.jsx(t.Item,{children:"Add a static or dynamic recipient"}),e.jsxs(t.Item,{children:["Next to your recipient, click the 'More' ",e.jsx(a,{size:16,style:{verticalAlign:"middle"}})," icon"]}),e.jsx(t.Item,{children:"Select 'other recipient settings'"}),e.jsx(t.Item,{children:"Enter a private message for the recipient"})]}):e.jsxs(t,{type:"ordered",spacing:4,fz:15,pb:"xs",children:[e.jsxs(t.Item,{children:["Open your ",e.jsx(o,{component:n,to:"/my-forms/",target:"_blank",fz:"inherit",children:"My Forms"})," page."]}),e.jsxs(t.Item,{children:["Locate your form and click ",e.jsx("strong",{children:"Actions"})," ",">"," ",e.jsx("strong",{children:"Form Settings"}),"."]}),e.jsxs(t.Item,{children:["Go to the ",e.jsx("strong",{children:"Recipients"})," tab."]}),e.jsx(t.Item,{children:"Add a static or dynamic recipient if you haven't already."}),e.jsxs(t.Item,{children:["Next to your recipient, click the 'Private message' ",e.jsx(b,{size:16,style:{verticalAlign:"middle"}})," icon."]}),e.jsx(t.Item,{children:"Enter a private message for the recipient."})]}),e.jsx(i,{fz:15,children:"The private message will only be sent to this recipient."})]}),e.jsx(v,{variant:"light",color:"brand",icon:e.jsx(I,{size:28}),children:e.jsx(i,{size:"sm",children:"You can also include any question title between << and >> markers or the <<Edit Response URL>> marker within your private messages."})}),e.jsxs(i,{children:[e.jsx(u,{size:18,color:"red",style:{verticalAlign:"text-bottom",marginRight:4}}),e.jsx(o,{href:"https://www.youtube.com/watch?v=eXdbUwzqI6s&t=384",target:"_blank",rel:"noopener noreferrer",children:"This video tutorial"})," ","(at 6m:24s) includes an example of adding a private message."]})]})})]}),e.jsxs(r.Item,{value:"role-types",id:"role-types",children:[e.jsxs(r.Control,{children:[e.jsx(i,{size:"lg",children:"How to change the role of your recipients"}),e.jsx(i,{size:"sm",fs:"italic",c:"dimmed",children:"Assign roles like approve, sign, recommend, acknowledge, action, or edit."})]}),e.jsx(r.Panel,{children:e.jsxs(d,{gap:"sm",children:[e.jsx(i,{children:'Role types allow you to set different roles for your recipients (e.g., so they can a
1pprove, sign, recommend, acknowledge, action, or edit). There is also a "Receives a Copy" role that allows you to notify people without them having to respond.'}),e.jsxs(j,{bg:"var(--mantine-color-gray-0)",p:"md",style:{borderRadius:"var(--mantine-radius-md)"},children:[e.jsx(i,{fw:700,mb:"xs",children:"Steps to change the role type:"}),h==="addon"?e.jsxs(t,{type:"ordered",spacing:4,fz:15,children:[e.jsx(t.Item,{children:"From your Google Form, open the add-on"}),e.jsx(t.Item,{children:"Add a static or dynamic recipient"}),e.jsxs(t.Item,{children:["Next to your recipient, click the 'More' ",e.jsx(a,{size:16,style:{verticalAlign:"middle"}})," icon"]}),e.jsx(t.Item,{children:"Select 'other recipient settings'"}),e.jsx(t.Item,{children:"Select the role that you require. The table below outlines the role types."})]}):e.jsxs(t,{type:"ordered",spacing:4,fz:15,children:[e.jsxs(t.Item,{children:["Open your ",e.jsx(o,{component:n,to:"/my-forms/",target:"_blank",fz:"inherit",children:"My Forms"})," page."]}),e.jsxs(t.Item,{children:["Locate your form and click ",e.jsx("strong",{children:"Actions"})," ",">"," ",e.jsx("strong",{children:"Form Settings"}),"."]}),e.jsxs(t.Item,{children:["Go to the ",e.jsx("strong",{children:"Recipients"})," tab."]}),e.jsx(t.Item,{children:"Add a static or dynamic recipient if you haven't already."}),e.jsxs(t.Item,{children:["Next to your recipient, click the 'More' ",e.jsx(a,{size:16,style:{verticalAlign:"middle"}})," icon."]}),e.jsx(t.Item,{children:"Select 'other recipient settings'."}),e.jsx(t.Item,{children:"Select the role that you require. The table below outlines the role types."})]})]}),e.jsx(i,{children:"The application will default to 'Needs to Approve' if no other role type is selected."}),e.jsxs(i,{children:[e.jsx(u,{size:18,color:"red",style:{verticalAlign:"text-bottom",marginRight:4}}),e.jsx(o,{href:"https://www.youtube.com/watch?v=eXdbUwzqI6s&t=380",target:"_blank",rel:"noopener noreferrer",children:"This video tutorial"})," ","(at 6m:20s) includes an example of changing the role type."]}),e.jsxs(s,{striped:!0,withTableBorder:!0,withColumnBorders:!0,mt:"md",mb:"md",fz:"sm",children:[e.jsx(s.Thead,{children:e.jsxs(s.Tr,{children:[e.jsx(s.Th,{style:{width:"30%"},children:"Recipients with this role type..."}),e.jsx(s.Th,{style:{width:"70%"},children:"...can do the following"})]})}),e.jsxs(s.Tbody,{children:[e.jsxs(s.Tr,{children:[e.jsx(s.Td,{children:"Needs to Approve"}),e.jsx(s.Td,{children:e.jsxs(t,{size:"sm",children:[e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Approve"})," will move the workflow to the next recipient (if any)."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Decline"})," will send the workflow back to the requestor for re-submission."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Request More Information*"})," will also send the workflow back to the requestor for re-submission."]})]})})]}),e.jsxs(s.Tr,{children:[e.jsx(s.Td,{children:"Needs to Sign"}),e.jsx(s.Td,{children:e.jsxs(t,{size:"sm",children:[e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Provide Signature"})," will capture the recipients signature and move the workflow to the next recipient (if any)."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Decline"})," will send the workflow back to the requestor for re-submission."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Request More Information*"})," will also send the workflow back to the requestor for re-submission."]})]})})]}),e.jsxs(s.Tr,{children:[e.jsx(s.Td,{children:"Needs to Recommend"}),e.jsxs(s.Td,{children:[e.jsxs(t,{size:"sm",children:[e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Recommend"})," will move the workflow to the next recipient (if any)."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Not Recommend"})," will also move the workflow to the next recipient (if any)."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Request More Information*"})," will send the workflow back to the requestor for re-submission."]})]}),e.jsx(i,{size:"sm",mt:"xs",children:"This role is designed specifically for recipients that do not have authority to decline a request. If you want the recipient to be able to decline the request back to the requestor, use the Needs to Approve role instead."})]})]}),e.jsxs(s.Tr,{children:[e.jsx(s.Td,{children:"Needs to Acknowledge"}),e.jsx(s.Td,{children:e.jsxs(t,{size:"sm",children:[e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Acknowledge"})," will move the workflow to the next recipient (if any)."]}),e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Request More Information*"})," will send the workflow back to the requestor for re-submission."]})]})})]}),e.jsxs(s.Tr,{children:[e.jsx(s.Td,{children:"Needs to Action"}),e.jsx(s.Td,{children:e.jsxs(t,{size:"sm",children:[e.jsxs(t.Item,{children:[e.jsx("strong",{children:"Accept Task"})," will mark the request as accepted by the recipient and wait for them to complete the task. 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No action is required."})]})]})]}),e.jsx(i,{size:"sm",c:"dimmed",children:`* The "Request More Information" button will only be displayed when 'Collect email addresses' is enabled in your Google Form settings.`})]})})]}),e.jsxs(r.Item,{value:"things-to-know-when-using-editors",id:"things-to-know-when-using-editors",children:[e.jsxs(r.Control,{children:[e.jsx(i,{size:"lg",children:'Things to know when using the "Needs to Edit" role type'}),e.jsx(i,{size:"sm",fs:"italic",c:"dimmed",children:"Important considerations and behavior when using the editor role."})]}),e.jsx(r.Panel,{children:e.jsxs(t,{spacing:"xs",children:[e.jsxs(t.Item,{children:['The "Needs to Edit" role must have a unique position in the receiving order (i.e., you must set your workflow to be a multi-level workflow and set the "Needs to Edit" recipient to a level of its own). Learn how to set the level of a recipient by'," ",e.jsx(o,{component:n,to:"/support/setting-receiving-order/",children:"changing the receiving order"}),"."]}),e.jsxs(t.Item,{children:["Google Forms does not tell add-ons ",e.jsx("u",{children:"who"})," made an edit. See"," ",e.jsx(o,{component:n,to:"/support/faq/#edits",children:"how the add-on determines who made an edit"}
1)," ","in our FAQ for details on how the add-on handles this."]}),e.jsxs(t.Item,{children:["When a recipient with the role 'Needs to Edit' edits the form submission and clicks Submit, the add-on immediately advances the workflow to the next recipient (or completes the workflow). If an edit is again made by the same recipient (when it is not their turn in the workflow to respond), the add-on will assume the edit was made by the requestor and restart the workflow from the beginning (unless ",e.jsx(k,{})," is disabled). For this reason, we do not recommend using a Group Recipient with this role type."]}),e.jsx(t.Item,{children:"If you have 'Collect email addresses' set to 'Verified' in your Google Forms settings, Google Forms will automatically update the requestor's email address to that of the recipient who edited the request. Therefore, we recommend setting this to 'Responder input' when using the 'Needs to Edit' role type."}),e.jsxs(t.Item,{children:["When an edit is made by a recipient, the add-on checks to see if you have enabled"," ",e.jsx("strong",{children:"Re-evaluate workflow after recipient edits"}),` in the Other Settings tab. If enabled, the add-on will re-evaluate which recipients should be part of the workflow (based on the edited form response). For example, if you have dynamic recipients or recipients with logic and the edit means that a future recipient should now be part of the workflow (that originally wasn't), the add-on will update the workflow accordingly. Note, however, recipients that have already responded or have a status of "Current" will always remain as part of the workflow (even if the edit evaluates to a workflow without them).`]})]})})]})]}),e.jsxs(d,{gap:"sm",children:[e.jsx(x,{order:3,children:"What's next:"}),e.jsxs(t,{spacing:"xs",children:[e.jsxs(t.Item,{children:["Learn how to"," ",e.jsx(o,{component:n,to:"/support/personalizing-notifications/",children:"personalize notifications"})]}),e.jsxs(t.Item,{children:["Learn how to"," ",e.jsx(o,{component:n,to:"/support/tracking-requests/",children:"track the status of requests"})]})]})]})]})}export{H as default};

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