Form Workflow

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 validate a workflow with Google Forms

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You have a workflow in your organization that requires a request being submitted by one person, and approval being given by another. Say, you’re in Human Resources and you need to manage day-off requests. Our Form Workflow add-on is a great tool to help you do this.

Taking the HR example, the Google Sheets add-on will let an employee submit a day-off request through Google Forms. From there, it goes directly to a supervisor’s email for approval. You keep all the results logged in your spreadsheet. Our add-on even gives you a summary of everything going on. All seamless and easy!

To begin, you start Form Workflow from the add-on menu of your Google spreadsheet. Link a form to your spreadsheet by clicking the Create button in your add-on sidebar. To modify the form, go to Form in the top menu, then choose Edit Form.

create form steps

The next step is to determine your reviewer, or the person you want to validate the day-off request. Click the blue Setup Reviewers button, and enter the email address of your supervisor. You can have more than two reviewers, so go ahead and enter the email addresses of two or more supervisors. Once one of them acts on the request, it is considered done.

If you want another person to validate the request after a supervisor approves it, tick the 2nd Validation Step box in your sidebar. Enter the email address of the second reviewer here.

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2nd validation workflow

Going to the Advanced tab of Form Workflow will give you some more options. Tick the appropriate boxes if you  want your supervisor to be able to put a request on hold or send it back to the person making the request. Take note that for the latter option to work, you have to set up the Requestor Email box.

advanced tab

Remember to switch on the workflow in your sidebar. Once you do this, on each submission of the Day-off Requests form, the add-on will send an email to a supervisor asking for approval. (The Email Template area in the Advanced tab lets you personalize the email sent to the supervisor.)

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In this email, there will be a validation module, asking the supervisor to act on the request. In addition to Approve and Decline, reviewers have the two additional choices that you set up in the Advanced tab. They can put the request on hold, or send it back to the requestor.

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How do you keep track of your workflows? Click on the Reports tab. It will give you a tally of all the processes, both done with and ongoing.

fw - reports all

We think you’ll agree that Form Workflow is a super-charged business tool! If you haven’t tried it yet, get Form Workflow here.

 

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 validate a workflow with Google Forms
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