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Form Workflow Plus New Features

June 30, 2020 Marko Arcega , , No comments
Form Workflow Plus New Features

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

June 23, 2020 Marko Arcega , , , , No comments
Managing Community Use of School Facilities with Form Workflow Plus

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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Managing an NGO with Form Workflow Plus

June 16, 2020 Marko Arcega , , , , No comments
Managing an NGO with Form Workflow Plus

Working in an NGO (Non-Government Organization) can require a lot of effort. Beyond addressing important sectoral issues, one has to hurdle dealing with limited resources, allocating budget, and managing manpower. At the end of the day, the fulfillment of having made an impact in uplifting human lives is a reward in itself.

Managing an NGO need not take a lot of one’s time. Using the native apps of G Suite can help with communication (Gmail), budget planning (Google Sheet), and creating technical documents (Google Doc). A workflow app based on G Suite would be a perfect addition to an NGO worker’s tools. Here’s how Form Workflow Plus can help with NGO work:

Setup approval process in minutes

Fresh from college, Andrew joined an NGO working with food security in Southeast Asia. After stumbling upon Form Workflow Plus on the G Suite Marketplace, he was able to set up a procurement workflow in minutes. The add-on worked seamlessly with their organization’s G Suite apps. The feature he liked most is the flexibility of the add-on to accommodate as many reviewers as his workflow requires.

Notes feature for approved requests

Andrew soon learned that he can activate a Notes feature on Form Workflow Plus. This came in handy for attaching Invoice Numbers as well as Purchase Order Numbers for approved requests. Keeping tabs on the team’s procurement workflow has never been easier.

To learn more about customizable notes on Form Workflow Plus, visit this guide.

Conditional approvals for automatic request routing

Sabine is part of an NGO seeking to improve child development in remote South American villages. Given the need for transportation, she manages car repair requests as approved by their regional office. This helps efficiently schedule mechanic visits. For this, she used Form Workflow Plus to automatically route requests depending on the repair type. Having automated the approval process allowed Sabine to focus more on her organization’s advocacies.

Form Workflow Plus offers discounted pricing for non-profits

Chris was happy to learn that Form Workflow Plus offers 40% discount for non-profits. He works as the IT Coordinator for an NGO in the education sector. The lower subscription fee allowed them to allocate budget for teaching materials instead.

Try Form Workflow Plus for free here. Reach out to support@wizy.io to check if you’re eligible for discounted pricing. Feel free to book a demo as well:

Marko ArcegaManaging an NGO with Form Workflow Plus
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About Us

Google add-ons G Merge Plus and Form Workflow Plus are powered by Wizy.

Wizy is a Startup Studio for B2B SaaS built on Google technologies. We work with innovative customers to develop disruptive Cloud SaaS solutions. We leverage the power of the Cloud, AI and Mobile adoption to disrupt and innovate.

Wizy was launched in January 2015 simultaneously in San Francisco, Manila and Paris by co-founders Laurent Gasser, Gino Tria and Louis Naugès. We are bootstrapped, financed by our founders and our business. We are free of VC’s and external investors agenda, able to focus exclusively on the value delivered to our customers.

Wizy is “global by design” with founders and teams on 4 continents, as well as customers in 30 countries.

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