Add-Ons

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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Form Workflow Plus is Getting a New Look

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The Wizy Team is proud to announce that Form Workflow Plus is getting a redesigned User Interface! We’re in the final stages of rolling out an update to make the beloved workflow automation add-on sleeker and a whole lot easier to set up. Worry not for we haven’t removed any of the settings you’ve come to love. We simply reorganized them to streamline your setup experience.

We’re looking at launching these changes by week ending August 21st. Here are some of the features to look forward to:

We’ve added more Google Form sample templates

We’ve created sample templates for our most common use cases. Form Workflow Plus needs a Google Form linked to a Google Sheet to run. We made this the very first step in setting up your workflow. You can choose among the following templates:

  • Leave Request Form
  • Purchase Request Form
  • Budget Request Form
  • Room Booking Form

If you have an existing form, simply link it to the sheet.

Setup a basic workflow in 4 easy steps

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 – Specify the sheet where the form responses are collected.
  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.

All Advanced Settings in a single tab

All the Advanced Settings that have made Form Workflow Plus a versatile tool are organized in a single tab. Once you’re set with the basic setup, you can further customize your workflow through the following settings:

  • Publish Google Form on the web app – Publishing the form allows users to easily find the organization’s forms in a single place in the web app.
  • Responses settings – You can activate On Hold, Final Approval, and Send Back To Requester
  • Approval Auto Reminder
  • Final Notification – Here you can specify a static list of people to be CC’d for the request’s final notification or specify a column containing the email address
  • Calendar Event Config – When activated, the final notification email will include an option to set a calendar event based on the request details.
  • Email Template – This allows the workflow creator to customize the approval email template
  • Email template language – We currently cater to English, French, German, Spanish, Arabic, and Japanese languages.
  • Additional Remarks Config – You can add up to 4 remarks which would be visible to all reviewers

Deactivate the workflow to update settings

Activating the workflow would lock the workflow 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.”

Redesigned UI, the same 14-day Free Trial

If you haven’t started yet, Form Workflow Plus is a dynamic G Suite tool to automate your validation processes. Sign up for a 14-day free trial here.

You can also book a demo by clicking on this link!

Marko ArcegaForm Workflow Plus is Getting a New Look
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