Applications

How to Get My Budget Approved Using Form Workflow Plus

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Budget approvals is one of the most common use cases for using a workflow application. Setting this up, however, can be quite a challenge. Managers of such workflows look for the following features when considering a workflow application:

  • Ease of set up
  • Seamless integration into the company’s tools
  • User-friendly dashboard for managing workflows
  • Versatile tool to accommodate complex use cases

Wizy’s Form Workflow Plus can easily work with simple to complex approval processes. It’s designed to work with G Suite apps. A web app enables easily managing requests and workflows. 

The Workflow creator uses the Google Sheet add-on to set up the workflow steps. 

The general scheme for managing budget workflows using Form Workflow Plus is as follows:

  1. The budget details are collected from the requester
  2. A spreadsheet collects the details of the request
  3. Form Workflow Plus forwards the details of the request to the reviewers set by the workflow creator
  4. Approval emails are coursed through Gmail
  5. Reviewers can work on requests via a web app

Here are three budget approval scenarios and how Form Workflow Plus can fit as a solution:

Case 1

For simple 1-step budget approval workflows, it’s as easy as a one-time setup with requests channelled automatically to the reviewer. We prepared a video walkthrough for creating workflows. This showcases the features of the add-on which are easily applicable to other validation processes. Here’s the link:

Case 2

Oftentimes, budget approvals require different managers reviewing requests based on amounts or payment types. A common scenario involves:

  • Manager A reviews budget amounts below $X
  • Manager B reviews budget amounts $Y and above

To learn more about conditional approvals, here’s a visual guide on how to set this up:

Case 3

There are budget approval scenarios that involve single to multiple levels of approvals depending on the budget amount. Here’s a specific use case:

  1. for amounts under 5000; 1 level of approval
  2. for amounts between 5000 and 10000; 2 levels of approval
  3. for amounts greater than 10000; 3 levels of approval

Form Workflow Plus can accommodate this using conditional approvals and allowing the review process to stop at specific steps. To learn more about how to set this up using the add-on, here’s a handy guide:

In this article, we’ve highlighted how Form Workflow Plus can work with simple to complex budget approval use cases. Feel free to schedule a demo and we’ll be happy to highlight how this add-on can meet your company’s needs:

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Marko ArcegaHow to Get My Budget Approved Using Form Workflow Plus
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How to Manage Leave Requests Using Form Workflow Plus

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Are you looking for an easy solution to manage staff leave requests? This organizational challenge is best handled by using a workflow app. Wizy offers Form Workflow Plus as a solution for teams with G Suite accounts in automating validation processes. Here we highlight scenarios how Form Workflow Plus can help your team achieve that much sought after work-life balance.

The Small Office

Organization is always the key. No matter the office size, it’s important to track requests in a single place. Small offices may make do with email correspondences when filing leaves. However, it’s easy to overlook or worse, lose these emails. This is where our add-on can help.

Form Workflow Plus takes advantage of familiar G Suite apps in collecting requests, organizing them in a sheet, and providing a tracking dashboard for admins.

Form Workflow Plus has a user-friendly interface for setting up your validation process in minutes. Small offices may require a 1-step approval process for leave requests and we’ve made setting up workflows a breeze. Here’s a brief walkthrough:

The Medium to Large Sized Office

Complexities arise as organizations grow in size. Maternity leave requests may need to be delegated to Manager A, sick leaves to Manager B, and so on. There are scenarios where multiple approval levels are required depending on the leave type.

We’ve made sure Form Workflow Plus is flexible enough to accommodate these use cases.

Do you need certain leave types to be processed by a specific manager? Through conditional approvals, you can route requests to specific email address/es by setting criteria. This only needs to be setup once and when activated, requests are automatically routed as per your conditions.

To learn more, here’s a handy article to help you set up conditional approvals:

You also have the option to stop the review process at specific steps:

Form Workflow Plus includes a web app for managing users, subscription, workflows, and requests. Launch this on the sidebar or via (web app). We’ve worked hard in designing a web app that works as:

  • One stop repository of all the company’s forms
  • Dashboard for reviewers to work on pending requests
  • App for account owners to manage users, set roles, billing details, and workflows

Finally, no use case is too difficult. Tap into a robust support system to explore the features of Form Workflow Plus.

Our add-on comes with a Support Team reachable via support@wizy.io. We’ve also built a Help Center where users can read through how-to articles as well as case-specific FAQs. Book a demo via:

All in all, using Form Workflow Plus to manage leave requests comes with an established support community. Help is just an email or a click away!

Try for free!

Marko ArcegaHow to Manage Leave Requests Using Form Workflow Plus
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Thank You For Making Form Workflow Plus A Part of Your Success!

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Many companies, organizations, and educational institutions use Form Workflow Plus every day to manage their internal processes. 

We are thankful to our loyal customers for continuing to use Form Workflow Plus and making us a part of their success. 

Here’s what our customers are saying about us*: 

“This is a great, simple-to-use product that my organization uses for approving fund requests. The best thing about WF+ is their support: They have FAQs and guides that will help you set everything up. Their support team has responded to my questions within a day.”

—  Form Workflow Plus Add-On User, 25 August 2019 (Source: G Suite Marketplace Listing for Form Workflow Plus Add-On)

“We have been using Form Workflow Plus for about a year now and it has been a great tool. We were looking for something that would route google form requests to specific people for approval, based on a field in the form response, and this was by far the most user friendly add-on that had exactly what we needed.

While we have had a couple minor issues over the year (mostly user error), wizy.io customer support is amazing. They are friendly, very fast to respond, and completely resolve any issues.

If you are looking for a workflow approval process for your online forms, but don’t want to go the expensive software route, I highly recommend this add-on.” 

— —  Form Workflow Plus Add-On User, 2 October 2019 (Source)

“This app has been helpful in streamlining a very confusing approval process for us. Most importantly, the customer support team (especially Marko) has been so incredibly supportive anytime we have questions or need help with an issue. Thanks for being so helpful and quick to respond!” 

—  Form Workflow Plus Add-On User, 2 October 2019 (Source)

“Having using this company’s G Merge Mail Merge add-on I was already familiar with the high quality of their products. So when the need arose for automated approval workflows in our org I immediately thought of this app. It hasn’t disappointed – it’s exactly what we need for so many situations. As a fully Google G Suite district we don’t want to reinvent the wheel with third-party sites or apps for workflows, so this tool fits the need perfectly. There’s a bit of a learning curve to setting up workflows, but it integrates very easily into Google Sheets and the dashboard is very good. We’re going to use the heck out of these workflows! …. 

“Overall this tool will save us countless hours for relatively little money! Well worth it.” 

— Douglas Alexander, 22 October 2019 (Source: Source

“I really appreciate the help and how deep the issues are looked into. Even though the issue wasn’t resolved perfectly, he found an acceptable solution and we are very satisfied. Keep up the great work :)”

— (Source: Customer Satisfaction Survey from customer ticket)

*NOTE: Some reviews are kept anonymous due to permissions and/or the sensitive nature of the reviewer’s organization.) 

If you’re using Google’s G Suite, give Form Workflow Plus a try, too, by installing our Google Sheets add-on (if you’re creating and managing workflows) on the G Suite Marketplace and add users (admins, approvers, or request submitters) to our standalone web application

We offer a free trial for two weeks without asking for your credit card information (and in fact offer flexible payment options. Our customer success team can also offer demos and video walkthroughs for you if you have any special requirements not found in our Help Center

Leica PalileoThank You For Making Form Workflow Plus A Part of Your Success!
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