November 2020

No More Approvals Left in Limbo with Form Workflow Plus

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They say that the only constant thing is change and the world is more unpredictable now. We try our best to make sure that things are set up to a T and with the help of technology, the burden is somehow lifted. As we dive into the digital era, most of our work has been migrated online. 

This virtual transition has given birth to a surge of workflow applications to aid businesses in functioning seamlessly during the shift. Let’s take Sofia, for example. Sofia is a Chemistry department head for a university in the UK. She has been using Form Workflow Plus ever since the outbreak of the pandemic. Grading, submission of requirements, and project requests are some of her department’s active workflows and everything has been set-up accordingly. 

Recently, one of the teachers in Sofia’s department, Brent, went on an emergency leave. The deadline for the grade submission was nearing and there were still requests from the workflow that Brent had not actioned upon yet. With the reviewer unavailable, how would the approvals move? How will they meet the deadline?

Form Workflow Plus definitely kept busy during these past few months to make sure we included updates on the product that would help cases like Sofia’s. The introduction of the Bypass Response allows workflow creators, like her, to set decisions on behalf of the unavailable reviewer directly from the web application.

It was also convenient for Sofia to learn more about the feature from the comprehensive guides we have available on the Help Center. You too can have access to these information, here are the links:

Aside from these, it was easy for her to reach out for further support by emailing and by booking a demo with the Customer Success Managers here:

Now, workflow creators need not worry about the absence of their reviewers because it is quick and easy to set decisions for pending requests with Form Workflow Plus’ Bypass Response.

Hannah Al-SinawiNo More Approvals Left in Limbo with Form Workflow Plus
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Easy Approvals with the Line Manager Feature of Form Workflow Plus

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Without a doubt, well-defined workflows help improve team efficiency. Validation approvals for leave requests, procurement, or budget proposals need to be properly documented. This establishes a pool of information essential for organizational upkeep such as accounting, staffing, and budget management.

This is why workflow apps have been key partners in automating validation processes. Oftentimes, an employee who lodges a request needs their immediate supervisor to be onboard for the request to progress. This can be addressed by simply asking the requester for their line manager’s information. However as teams scale up, this can be a major hurdle.

Drew, an IT Manager for a construction company, was faced with this very dilemma. He needed to set up a purchase approval process for teams working on remote sites. The requester’s line manager needed to be the first approver as per company policy.

Fortunately for Drew, he stumbled upon Form Workflow Plus via Google search. The Google Sheet add-on recently had an update that allowed line managers to be set as reviewers. Here are 5 reasons why Drew chose Form Workflow Plus:

Assign Line Managers per User via the Web App

A major problem with asking requesters for their line manager details is they can put in mistyped email addresses. Limiting choices to a predefined list can address this but then becomes another issue when working with a huge organization.

Form Workflow Plus resolved this by defining the line manager for each user within the system. As the account administrator, Drew was able to easily set the email address for each user using the Manager Users view on the web app.

Bulk Add Users with Line Manager Information on a CSV list

For a construction company with 500 engineers and contractors, adding user details manually is not a good use of Drew’s time. Form Workflow Plus makes this task easy by enabling admins to upload a CSV list!

The list includes the employees name, line manager email address, and even the intended role for the Form Workflow Plus account. Once the list was prepared, it only took Drew a few clicks for the web app to import the employee details.

Easy and Fast Workflow Setup

With the employee details and their respective line managers established in the system, setting up the purchase approval workflow was a breeze. Drew especially liked the user-friendly interface of the Form Workflow Plus add-on.

The Line Manager as reviewer feature made his job a lot easier. On top of that, the workflow app allowed him to:

  • Add as many approval steps as needed
  • Use conditions to automatically route requests
  • Setup parallel approvals
  • Bypass reviewer response (on the rare occasions the reviewer is on extended leave)
  • Use their company logo on the web app

A well curated Help Center for Comprehensive Guides

Drew found the Support Pages for Form Workflow Plus extremely helpful. There are step-by-step guides and video tutorials to help him set up his workflow. In case you’re interested to learn more about these features, here are some helpful links:

Easy to reach Support and Demo Request

For anything not covered by the Help Center, Drew was able to get assistance by emailing Form Workflow Plus is available for a 14-day free trial here. Feel free to book a demo here:

Marko ArcegaEasy Approvals with the Line Manager Feature of Form Workflow Plus
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