May 2016

How to validate a workflow with Google Forms

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You have a workflow in your organization that requires a request being submitted by one person, and approval being given by another. Say, you’re in Human Resources and you need to manage day-off requests. Our Form Workflow add-on is a great tool to help you do this.

Taking the HR example, the Google Sheets add-on will let an employee submit a day-off request through Google Forms. From there, it goes directly to a supervisor’s email for approval. You keep all the results logged in your spreadsheet. Our add-on even gives you a summary of everything going on. All seamless and easy!

To begin, you start Form Workflow from the add-on menu of your Google spreadsheet. Link a form to your spreadsheet by clicking the Create button in your add-on sidebar. To modify the form, go to Form in the top menu, then choose Edit Form.

create form steps

The next step is to determine your reviewer, or the person you want to validate the day-off request. Click the blue Setup Reviewers button, and enter the email address of your supervisor. You can have more than two reviewers, so go ahead and enter the email addresses of two or more supervisors. Once one of them acts on the request, it is considered done.

If you want another person to validate the request after a supervisor approves it, tick the 2nd Validation Step box in your sidebar. Enter the email address of the second reviewer here.

setup reviewer 1
2nd validation workflow

Going to the Advanced tab of Form Workflow will give you some more options. Tick the appropriate boxes if you  want your supervisor to be able to put a request on hold or send it back to the person making the request. Take note that for the latter option to work, you have to set up the Requestor Email box.

advanced tab

Remember to switch on the workflow in your sidebar. Once you do this, on each submission of the Day-off Requests form, the add-on will send an email to a supervisor asking for approval. (The Email Template area in the Advanced tab lets you personalize the email sent to the supervisor.)

activated ON

In this email, there will be a validation module, asking the supervisor to act on the request. In addition to Approve and Decline, reviewers have the two additional choices that you set up in the Advanced tab. They can put the request on hold, or send it back to the requestor.

validation module 1

How do you keep track of your workflows? Click on the Reports tab. It will give you a tally of all the processes, both done with and ongoing.

fw - reports all

We think you’ll agree that Form Workflow is a super-charged business tool! If you haven’t tried it yet, get Form Workflow here.

 

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauHow to validate a workflow with Google Forms
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Form Workflow just got better

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Heads up! We’ve just released a new version of the Form Workflow add-on.

We listened to our users’ feedback. We studied your needs. And now you can use the add-on with the following great new features:

Approve, Decline, On hold or Send Back to the Requestor? In addition to Approve and Decline, reviewers have two more choices. They can put the request on hold, or send it back to the requestor. Our aim is to make your work life easier, so all of these actions are still done inside email.

fw - email validation pop copy

Optional 2-Step Validation. You can now add a second step to your validation process. Turn on this function and, after your first reviewer approves the request, it will go to a second person for review.

Conditional Reviewers. Do you want certain types of requests to go to one reviewer, and other types to go to another? Click the Setup Reviewers button on your add-on sidebar. You’ll see a pop-up window that allows you to set up the criteria you need.

fw - conditional r

Email Editor. Sometimes you want to personalize the email you send to your reviewers. Our email template maker lets you customize what you want to say, and how you want it to look.

fw - email editor

Reports. Keep track of your workflows right inside the add-on. A new tab tells you how many of your workflows are at in each stage of the validation process. 

fw - reports all

 

Send Reminders. You can now remind your reviewers to act on workflows that they put on hold. Or you can resend the emails asking for their validation.

If you haven’t tried this super-charged workflow tool yet, get Form Workflow here.

 

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriForm Workflow just got better
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The best Yesware alternative – Wizy.io is the free email productivity tool you need

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Now that Yesware is charging 12USD per month for their Pro Plan, you are probably looking for an alternative. We understand. Because we honestly believe that email productivity tools should be free.

That is why we built Wizy.io. It’s a Chrome extension that will give you all the great productivity features that you love in Yesware, at absolutely no cost.

You’ll get the essential email tracking feature and a live email-open notification. You can schedule your emails to send later. You can set reminders and use the handy snooze function.

Like Yesware, Wizy.io also lets you perform mail merges. This way you can do your bulk emailing in a snap. The app comes with a template-creation feature. Or, look into the Templates Library that is chock-full of messages ready to send.

More? Wizy.io allows you to work with team features. There are also tracking and mail merge analytics.

Now for something that you did not get with Yesware: The retractable sidebar is a great tool for giving you information about your contacts instantly. It will also let you manage your Google Contacts.

If you still need convincing, remember that Wizy.io is free. And we count on keeping it that way.

What are you waiting for? Install Wizy.io at the Chrome Webstore right now.

Apol MassebieauThe best Yesware alternative – Wizy.io is the free email productivity tool you need
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