Marko Arcega

Marko Arcega

Customer Success Manager G Merge Plus & Form Workflow Plus Marko likes exploring ideas across multiple disciplines. He likes exploring nature, oscillating between non-fiction and fiction books, and wrap things up in compassion.

Bring Your Workflow Validations to the Cloud with Form Workflow Plus

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The COVID-19 pandemic has had far-reaching devastating effects across several industries. Businesses, schools, and government offices resorted to working remotely, in line with social distancing measures. All these in the hopes of “flattening the curve,” a global bid to minimize viral transmissions and avoid overwhelming healthcare systems. Fortunately, communication technologies and applications that run in the cloud made the transition to working from home possible.

One foreseeable challenge organizations may face is switching workflows to the cloud. We’re talking about day-off requests, purchase approvals, shift scheduling, and the likes. Emails can work for simple requests but would easily prove a nightmare to track once requests pile up. Having a dedicated chatroom won’t do as messages can be easily overlooked and can not accommodate routing to different reviewers.

This is where Form Workflow Plus comes in. It’s an app installable from the G Suite Marketplace and activated as a Google Sheets add-on. Here are 5 ways Form Workflow Plus can help bring your validation workflows to the cloud:

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1. Form Workflow Plus is built on G Suite and designed for ease of setup

As a Google Sheets add-on, it takes a few minutes to setup a workflow. It can accommodate multi-step approvals with unlimited number of reviewers. It uses Google Apps to seamlessly bring your approvals process to life. Requests are captured via Google Forms which are then channelled to a Google Sheet. With the add-on activated on Google Sheets, requests are easily routed to reviewers. Here’s a quick overview:

2. Form Workflow Plus can automatically route requests based on Form data

Do you need to route all vacation leave requests to Person A while Person B reviews the rest of the leave types? Does your workflow need specific people to review budget proposals based on different amount tiers? Form Workflow Plus can easily accommodate these use cases via conditional approvals. The workflow creator can set conditions as well as assign email address/es when these conditions are met. Here’s a quick tutorial on how this is done:

3. Form Workflow Plus is an add-on and a web application.

Tracking requests can be easily done via the Google Sheets where Google Form submissions are collected. The add-on adds technical columns to easily see at which step the request is currently at. On top of this is a web app where workflow creators can manage workflows. It’s a versatile tool for managing subscriptions and user roles as well.

Reviewers can access the web app to work on requests currently assigned to their bucket. Also, it’s an easy repository for all the active forms within an organization. This way, users simply need to log in and fill up the relevant form. No need to ask for form links or save them separately.

4. Form Workflow Plus has a robust Help Center and Support.

We’ve curated articles to get you started on the add-on as well as frequently asked questions to help you make the most of the app. Our Help Center can be accessed here: Form Workflow Plus Help Center. We’ve been adding video tutorials as well to make familiarization with the product a visual experience. If ever you encounter any issue not covered by our articles, you can always reach out to support@wizy.io or better yet, book a demo via this link:

5. Form Workflow Plus is packaged in an affordable annual subscription plan.

Pricing starts at $300/year, you get:

  • 1 workflow creator
  • Up to 1,000 approvals
  • Unlimited number of workflows
  • Unlimited number of reviewers
  • Unlimited number of requesters

We also offer discounted pricing for schools and non-profit organizations. Should you need a custom plan, feel free to reach out to support@wizy.io.

Marko ArcegaBring Your Workflow Validations to the Cloud with Form Workflow Plus
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