Form Workflow Plus

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. 

Have you ever managed an approval workflow and wished you could add notes to Approved requests? Have you ever needed to take action on those approved requests and wanted to keep track of these details on your workflow management page?

As of today, you can now do this all on Form Workflow Plus!

We’ve now added a feature for any Creator or Admin of a workflow to be able to add an optional note column to each of your workflows. You can name this column anything you want, and add data to the column for each request. 

Enable notes for your workflows

First, log on to the Form Workflow Plus web application at //app.formworkflowplus.com. 

Then, while Manage Workflows is selected on the left sidebar, select the workflow you’d like to manage. (In this example, we’ll use “Customer Success Leave Requests”). 

Next, click on the “SETTINGS” tab at the top, and then toggle the switch next to “Enable note column” to add a column to your Worfklow page under Manage Workflows. 

A confirmation message should flash at the bottom left corner of your screen that says “The additional column will now be displayed.” 

Optionally, you can change the name of the column to what makes sense for your workflow. (In this case, we’ll name our column “Manager Remarks”.)

Adding notes to your new column

You should now see your new column in your workflow, under the “RESPONSE” tab. 

To add data in this column, simply click on any Approved request, select the “CONTENT” tab, and add a note at the bottom under the column name (in this case, we’ll add under “Manager’s Remarks” some information about the employee’s remaining leave credits.)

You asked for it, you got it!

This feature was requested by one of our customers, and we thought it was a fantastic idea because it’s something we could use ourselves. 

How does Form Workflow Plus make your workday better? Please sound off in the comments below!  And do continue to reach out to us for any feature requests or assistance and our Customer Success team would be more than happy to help or provide demos.