2020

Managing Catering Requests with Form Workflow Plus

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An assortment of snacks and refreshments never fail to liven up formal functions and seminars. Queuing up to the buffet table presents opportunities to mingle and exchange ideas or simply talk about the weather. Behind all these are the trusty caterers and event organizers. They attend to individual guest preferences and make sure the event proceeds smoothly.

If you’re a food concessionaire or managing a catering business, it’s important to fulfill client orders. Catering requests need to be properly tracked and scheduled. Consider Richard, who’s the manager of an in-house caterer for a tech firm. Teams regularly hold training and seminars so it was at first a challenge to track which team would require their services and when.

Fortunately, Richard came across Form Workflow Plus on the G Suite Marketplace. This allowed him to have an efficient system of collecting orders and scheduling. It’s easy to lose requests when done via email or on a separate form. Here are the important features that helped Richard:

Seamless integration with G Suite apps

Form Workflow Plus works with native G Suite apps. Richard simply set up a Google Form then collected these responses on a Google Sheet. With Form Workflow Plus, set up took only a few minutes.

The add-on also had the flexibility to specify several reviewers. This proved useful for when some of the reviewers are not around to approve requests and ensure continuity.

Form Workflow Plus is available for a 14-day free trial here.

Unlimited reviewers and conditional approvals

Automating their order taking workflow was a perfect decision for Richard. Working with the add-on allowed him to easily add approval steps, include or remove reviewers, and set up conditional approvals. These features allowed the add-on to meet their use cases.

Richard has even set up their staff leave requests and purchase order workflows via the add-on!

Web app for overseeing requests, managing billing, and adding users

Form Workflow Plus includes a web application accessible here. It provides account owners and admins a dashboard for managing workflows as well as requests. It’s also a one-stop solution for managing billing, updating credit card details for auto-renewal, and upgrading subscription.

Easily delegate roles and add/remove users via the included user management tool.

Accessible Support and extensive Help Center

For simple queries on setting up workflows to using advanced features, Richard found answers on the Form Workflow Plus Help Center. This was where he came across the idea of using conditional approvals for budget workflows.

For questions not covered by the Help Center, queries can be emailed to support@wizy.io. Better yet, a demo can be scheduled here:

Marko ArcegaManaging Catering Requests with Form Workflow Plus
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Form Workflow Plus New Features

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We love hearing from our customers. This latest release includes features requested by our beloved users. Our developers have been hard at work in improving both our add-on and web app. Today we’ve launched Version 110 of the Add-On and 2.3.7 for the Web App! Here are the exciting new features:

Create Calendar Event from Request Details

Workflow creators can now activate this feature on the Advanced tab of the Form Workflow Plus add-on. The final notification email would include a link so requesters can create a calendar event based from their submitted Google Form details. This comes in handy for leave request workflows, facility reservation approvals, and pretty much any validation process with a time element.

Draggable Button for Reordering Approval Steps

Gone are the days when workflow creators need to go through the manual and tedious process of reordering approval steps. Approval steps now include a draggable button for easy reordering of steps and their corresponding conditions.

Note: This feature is disabled when there are ongoing requests.

Specify Column Header for Final Notification

Prior to this update, the final email notification can only be CC’d to a static group of email address/es. By adding the ability to specify a column header, the Google Form can now be designed so requesters can specify the email address/es they wish CC’d on the final notification email.

UI Improvements

Web App

  • All notification emails now follow the language set by the workflow creator
  • Form names are properly displayed after sorting by name in the Requests->Forms view
  • Workflow Creators can now delete workflows they have created. This was previously allowed only for users with Admin and Owner roles

Add-On

  • “End process at this approval step” checkbox is now static. Text for this box used to toggle to “Continue process at this step” which proved confusing
  • Translate term “A requester” to selected language for email header

Form Workflow Plus is available for a 14-day free trial. Sign up today here!

Marko ArcegaForm Workflow Plus New Features
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Managing Community Use of School Facilities with Form Workflow Plus

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Schools are hubs for community development. Besides providing educational services, school facilities and premises become venues for team sports, local competitions, or even fairs. This is why certain school districts allow communities to rent out school facilities. This provides an extra source of income for the school and promotes camaraderie among community groups.

Consider Sam. He is the Facilities Coordinator for a K-12 school. Their campus is also a popular venue for soccer practice, baseball tournaments, and the host for the annual organic farm fair. He also manages the schedule for pool use by the local swim team.

He started out by managing requests via email. However, given the number of facilities, queuing groups, and different schedules, he soon realized he needed a better tool. Sam came across Form Workflow Plus in the G Suite Marketplace and his job has since become a lot easier.

Here are some of the ways a workflow app such as Form Workflow Plus helped Sam manage the community use of school facilities:

Easy setup with multi-step workflows and multiple reviewers

Since their school already uses G Suite, setting up the workflow took a few minutes. Form Workflow Plus can easily accommodate multi-step workflows and once he specified the reviewer email addresses, he had a working approval process. He got to try the add-on for a free 14-day trial as well.

Feel free to sign up here.

Track schedules via Google Sheet

Sam moved away from receiving email requests and moved on to Google Forms. Responses are automatically collected on a sheet where he runs Form Workflow Plus. The add-on has a user-friendly interface for tracking request status. The best part is that Sam never lost sight of any request!

Automatic routing of requests based on facility type

Form Workflow Plus accommodates conditional approvals. Requests are routed to the appropriate department depending on the facility being rented out. This saved Sam a lot of manual and repetitive work as the add-on did this for him.

To learn more about setting conditional approvals, here’s a handy guide:

A multi-purpose web app for managing workflows, billing, and users

Form Workflow Plus includes a web app. It’s a one-stop shop for managing workflows, upgrading plans, as well as managing users.

Reviewers can also log in to work on pending requests. They have a dedicated view where they can set decisions all in one place.

Curated Help Center

For FAQs and guides on setting up workflows for tough use cases, Sam found the Form Workflow Plus Help Center as a valuable resource. He found video tutorials to walk him through the basic and advanced features of the add-on.

Inquiries can be forwarded to support@wizy.io for anything not covered by the Help Center. A quick demo can also be requested via this link:

Marko ArcegaManaging Community Use of School Facilities with Form Workflow Plus
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