Wizy

EMBRACING THE NEW NORMAL

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Papers Out, Digital Workflows In!

While most of us happily clinked our glasses during the New Year’s celebration, no one   expected how this year would have shifted drastically. With businesses nearly  paralysed, travels all over the world limited or cancelled, gatherings suspended, and human interactions transitioned virtually, we’re all unsure on when this pandemic will end. As the saying goes, “If we persist, if we continue to try, if we continue to charge forward, we will succeed!”

As we all continue to charge forward, some of us are still trying their best to cope with the changes in the world. What previously was a task one can perform with eyes closed, may now be difficult to execute given the circumstances. Schools, offices, and businesses have transitioned online. No one was prepared for all of this and no one knows how long we’ll be contained in the confides of our home! As we’re suspended in this guessing game of life, what we can do is be tactical and adapt.  

Luckily, with technology ever evolving, there are digital solutions made available for almost everything you can think of! With a ton of apps available online, you probably have explored a part of the pile already. As the new normal calls for employees to work remotely, paperworks and approvals have been quite a popular process that requires digital migration. A new technological trend is definitely powering up the new normal especially since human face-to-face interaction is now limited.

Form Workflow Plus is Google Sheet add-on and web  application that does it’s part in providing a quick, easy, and affordable solution for your paper trail approvals! With a clientele ranging from schools, manufacturing companies, accounting firms, HRs, accountants, even start-up companies, Form Workflow Plus helps process information from your spreadsheets and direct requests to reviewers in an instant. You have control over the number of approval steps required, conditions of the approvals, as well as the reviewers. No need to pass paper along one person to another anymore! With a click of a button, requests can be submitted and reviewers can approve/decline instantly. Form Workflow Plus will be your partner to make sure productivity is increased. Let’s cut down the time spent dealing with paper-trails and redundant processes by making the switch!

It is also important to understand that digital solutions have different functions and come in different forms of applications, too. Up-skilling employees to adapt to the new normal will involve transactions done on a cloud-based system like Google Workspace or Microsoft 365. Applications like Form Workflow Plus have sealed a partnership with Google to provide you, our customers, with the workflow solutions you need. With these changes, business owners need to make sure the transition runs smoothly for both the company and its consumer. Wizy believes that with the virtual transition of processes, employees need a reliable support system to help them switch over. With continuous developments with our products, we made sure to have a well curated Help Center for how-to articles and video tutorials readily available for you users like you. You can access this resource here:

Also, reach out to our friendly Customer Success Managers via support@wizy.io or book a demo:

We’re cooking up something new so stay tuned for more updates about Form Workflow Plus. Together, we can work on the challenges and develop better solutions for a seamless digital work experience for you and your company!

Hannah Al-SinawiEMBRACING THE NEW NORMAL
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September Updates for Form Workflow Plus and Our Social Media Presence

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The Wizy Team is excited to launch a series of new features for Form Workflow Plus! Over the next few weeks, we’re rolling out enhancements to make sure our popular add-on meets your workflow needs. We started with a new UI designed around ease of setup. On the web app side, reviewers can now display custom columns. This makes it easier to decide which requests to work on first and allows for better control on the information relevant to our users.

If you want to learn more about this exciting new feature, head over to this guide. We also prepared a video walkthrough:

Form Workflow Plus is now on your favorite Social Media platforms!

The month of September marks our venture into the world of social media. Be on the loop on our latest updates, reach out if you have questions, or simply let us know how Form Workflow Plus has worked for you! Follow us on these platforms:

Do you want to know more about Form Workflow Plus? Visit our page or book a demo:

Marko ArcegaSeptember Updates for Form Workflow Plus and Our Social Media Presence
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Form Workflow Plus has a New UI!

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We launched a new version of Form Workflow Plus with improvements centered on ease of setup and better settings organization. What are the exciting changes?

The add-on initially checks if a Google Form is linked to the Google Sheet

Since having a Google Form collecting responses to a sheet is essential for Form Workflow Plus to work, we’ve made this the first thing the add-on checks. If you don’t have a form yet, you can choose from our list of starter templates!

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Get the Edit Form URL to link an existing form

  1. The easiest way to use an existing Google Form is to run Form Workflow Plus on the Google Sheet collecting form responses.
  2. If your Google Form is not linked to a sheet yet, make sure to get the Edit Form URL. Have this handy before running the add-on. Search for the Google Form in your Google Drive then double click it to open the “Edit Form” view in a new tab. Take note of the URL, similar to the following:
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The general format of the URL should be: //docs.google.com/forms/d/”Your_Google_Form_ID”/edit

Related article: Step 2 – Create your Form or link an existing one

Basic Setup in 4 easy steps!

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Now more than ever, we’ve placed the user’s experience at the front and center of our UI redesign. Taking inspiration from user feedback, we’ve put the essential settings to create a basic workflow in a single tab. The setup flow would proceed as follows:

  1. Select form response sheet – Let the add-on know which sheet collects the form responses.
  2. Select requester’s email column – Don’t leave your requesters hanging! Here you can specify the column containing the requester email address. That way, they would receive email notifications at each step of the approval process.
  3. Set approval steps and reviewers – This is the heart of the basic setup where you specify the approval steps and conditional approvals. Add as many as you need depending on your use case.
  4. Save and activate workflow – Once you’re all set, clicking this button will save all changes done and activate your workflow. Each form submission will trigger the add-on and forward the details to your specified reviewers.

Deactivate the workflow to update settings

Activating the workflow would lock the settings from any changes. If you need to update the basic or advanced setup, simply deactivate the workflow by toggling the activation button to the left then click on “Setup and Activate Workflow.”

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Here’s the updated setup flow

  1. Step 1 – Getting started
  2. Step 2 – Create your Form or link an existing one
  3. Step 3 – Select Form Response sheet and Requester Email column
  4. Step 4 – Specify your reviewers
  5. Step 5 – Advanced Settings
  6. Step 6 – Web App Settings
  7. Step 7 – Reviewers validate responses from the web app
Marko ArcegaForm Workflow Plus has a New UI!
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