Form Workflow Plus

Buy one, get one Free! Unlimited use of Form Workflow and Mail Merge & Doc Merge add-ons for a single price

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Did you know that for US$48, you can use the unlimited versions of both our add-ons? Oh yes.

Form Workflow allows you to automate approvals with Google Forms and Google Sheets. Mail Merge & Doc Merge with Attachments lets you merge documents and emails. Get the Pro plan for one, and start using the other on Pro as well.

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All you have to do is buy one add-on for an annual US$48. Go to the add-on’s menu and click “Get Unlimited Usage.” Pay with your credit card in-app. You are now on a Pro account.

That means that you can use  Form Workflow beyond the 50 validations on the free plan. And you can merge as many documents and emails as you need with Mail Merge & Doc Merge beyond the 50 a day allowed on free.

unlimited usage

If you don’t have the other add-on yet, all you have to do is install it. You are automatically on a Pro account.  If you already have the other add-on, you don’t have to do anything. You can begin using it without limits.

What are you waiting for? Get Mail Merge & Doc Merge with Attachments and Form Workflow right now.

 

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauBuy one, get one Free! Unlimited use of Form Workflow and Mail Merge & Doc Merge add-ons for a single price
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Teachers Performance Appraisal improved at Associated Hebrew School with our add-ons

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Brian Pugh is one of our favorites from our supportive group of education users. The head of literacy  of the Associated Hebrew Schools of Canada is a dedicated user of our add-on Mail Merge & Doc Merge with Attachments. With it, he has built a system that automates his school’s Teacher Performance Appraisal.

We recently chatted with him again. We discovered that he has optimized his use of the add-on. He has also incorporated into his process our Form Workflow add-on.

Their vice-principal or one of the two principals evaluates a teacher by submitting a Teacher Performance Appraisal. There are about 160 questions in this appraisal. The resulting spreadsheet is more than 700 columns wide. Brian has set up Mail Merge & Doc Merge add-on to merge all of this spreadsheet data into one document every time a TPA is logged.

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This is where Form Workflow comes in. If it is the vice-principal submitting the evaluation, the add-on is used to get approval for the merged document from one of the two principals.

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Once this is done, the evaluated teacher is sent the TPA, along with a link to a Teacher Comments form. The comments make their way back to the original spreadsheet. This activates the the Mail Merge & Doc Merge add-on a second time. Another merged document is generated. This one contains both the TPA and the teacher’s comments.

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The second document is stored in a folder named “TPAs ready for signature.” The principal is notified automatically that it is there. He e-signs it, then forwards it to the assessed teacher for his e-signature.

Asked how satisfied he was with the process on a scale of 1 to 5, Brian answers with a resounding, “5!” And because we help make the  jobs of our community members easier, we are just as glad as he is.

Start using Wizy.io’s add-on free on the Add-on Marketplace! Get Mail Merge & Doc Merge with Attachments and Form Workflow.

 

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Wizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

 

Apol MassebieauTeachers Performance Appraisal improved at Associated Hebrew School with our add-ons
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How to set parallel and conditional reviewers in Form Workflow Plus

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Let’s talk about the reviewers in your workflow. Going back to the Human Resources example from our last blog post, you can see that the Form Workflow add-on is very easy to use if you have one reviewer.

But what if you have several? For example, if you have more than one supervisor who can give approval to day-off requests. In this case, you’ll be setting up a process called parallel validation.

parallel reviewers

What you do is you click the blue Setup reviewer(s) button on the sidebar. This will open a pop-up window. Here, you will write the email addresses of all your supervisors. Every time somebody submits a day-off request on Google Forms, all the supervisors will receive an email asking for validation. As soon as one of them acts on it (approves it, declines it, puts it on hold, or sends it back to the requestor), the request is closed to the others.

Now what if you want certain requests to go to one supervisor and other requests to go to another supervisor? For example, you want all types of day-off requests to go to Supervisor A  except vacation leaves. Those you want to go to Supervisor B. It’s time to set up a conditional validation process.

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When you click on the Setup reviewer(s) button, you get the pop-up above. You will see the “default” line. Form Workflow will always have this, and the email address initially displayed will always be yours.

If you want Supervisor A to approve most day-off requests, you will type his email address here, to replace your own.

conditional reviewer

Now you want Supervisor B to approve vacation requests. What you do is you set up your Criteria (in this case “Type,” which the add-on detects from the spreadsheet column names), your operator (“Equal To”), and the Row Content. Here you put “Vacation.”

Every time somebody submits a Google form asking for a leave of type “Vacation,” this will be logged on the spreadsheet, and the add-on will take care of sending this particular request to Supervisor B.

Install Form Workflow Plus from the G Suite Marketplace now and try it for 2 weeks for free!

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauHow to set parallel and conditional reviewers in Form Workflow Plus
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