Google Sheets add-on

September Updates for Form Workflow Plus and Our Social Media Presence

No comments

The Wizy Team is excited to launch a series of new features for Form Workflow Plus! Over the next few weeks, we’re rolling out enhancements to make sure our popular add-on meets your workflow needs. We started with a new UI designed around ease of setup. On the web app side, reviewers can now display custom columns. This makes it easier to decide which requests to work on first and allows for better control on the information relevant to our users.

If you want to learn more about this exciting new feature, head over to this guide. We also prepared a video walkthrough:

Form Workflow Plus is now on your favorite Social Media platforms!

The month of September marks our venture into the world of social media. Be on the loop on our latest updates, reach out if you have questions, or simply let us know how Form Workflow Plus has worked for you! Follow us on these platforms:

Do you want to know more about Form Workflow Plus? Visit our page or book a demo:

Marko ArcegaSeptember Updates for Form Workflow Plus and Our Social Media Presence
Read more

Form Workflow Plus has a New UI!

No comments

We launched a new version of Form Workflow Plus with improvements centered on ease of setup and better settings organization. What are the exciting changes?

The add-on initially checks if a Google Form is linked to the Google Sheet

Since having a Google Form collecting responses to a sheet is essential for Form Workflow Plus to work, we’ve made this the first thing the add-on checks. If you don’t have a form yet, you can choose from our list of starter templates!

Screen_Shot_2020-08-25_at_7.08.14_PM.png

Get the Edit Form URL to link an existing form

  1. The easiest way to use an existing Google Form is to run Form Workflow Plus on the Google Sheet collecting form responses.
  2. If your Google Form is not linked to a sheet yet, make sure to get the Edit Form URL. Have this handy before running the add-on. Search for the Google Form in your Google Drive then double click it to open the “Edit Form” view in a new tab. Take note of the URL, similar to the following:
Screen_Shot_2020-08-24_at_12.58.12_PM.png

The general format of the URL should be: //docs.google.com/forms/d/”Your_Google_Form_ID”/edit

Related article: Step 2 – Create your Form or link an existing one

Basic Setup in 4 easy steps!

Screen_Shot_2020-08-25_at_7.20.05_PM.png

Now more than ever, we’ve placed the user’s experience at the front and center of our UI redesign. Taking inspiration from user feedback, we’ve put the essential settings to create a basic workflow in a single tab. The setup flow would proceed as follows:

  1. Select form response sheet – Let the add-on know which sheet collects the form responses.
  2. Select requester’s email column – Don’t leave your requesters hanging! Here you can specify the column containing the requester email address. That way, they would receive email notifications at each step of the approval process.
  3. Set approval steps and reviewers – This is the heart of the basic setup where you specify the approval steps and conditional approvals. Add as many as you need depending on your use case.
  4. Save and activate workflow – Once you’re all set, clicking this button will save all changes done and activate your workflow. Each form submission will trigger the add-on and forward the details to your specified reviewers.

Deactivate the workflow to update settings

Activating the workflow would lock the settings from any changes. If you need to update the basic or advanced setup, simply deactivate the workflow by toggling the activation button to the left then click on “Setup and Activate Workflow.”

Screen_Shot_2020-08-25_at_7.25.27_PM.png

Here’s the updated setup flow

  1. Step 1 – Getting started
  2. Step 2 – Create your Form or link an existing one
  3. Step 3 – Select Form Response sheet and Requester Email column
  4. Step 4 – Specify your reviewers
  5. Step 5 – Advanced Settings
  6. Step 6 – Web App Settings
  7. Step 7 – Reviewers validate responses from the web app
Marko ArcegaForm Workflow Plus has a New UI!
Read more

Managing Catering Requests with Form Workflow Plus

No comments

An assortment of snacks and refreshments never fail to liven up formal functions and seminars. Queuing up to the buffet table presents opportunities to mingle and exchange ideas or simply talk about the weather. Behind all these are the trusty caterers and event organizers. They attend to individual guest preferences and make sure the event proceeds smoothly.

If you’re a food concessionaire or managing a catering business, it’s important to fulfill client orders. Catering requests need to be properly tracked and scheduled. Consider Richard, who’s the manager of an in-house caterer for a tech firm. Teams regularly hold training and seminars so it was at first a challenge to track which team would require their services and when.

Fortunately, Richard came across Form Workflow Plus on the G Suite Marketplace. This allowed him to have an efficient system of collecting orders and scheduling. It’s easy to lose requests when done via email or on a separate form. Here are the important features that helped Richard:

Seamless integration with G Suite apps

Form Workflow Plus works with native G Suite apps. Richard simply set up a Google Form then collected these responses on a Google Sheet. With Form Workflow Plus, set up took only a few minutes.

The add-on also had the flexibility to specify several reviewers. This proved useful for when some of the reviewers are not around to approve requests and ensure continuity.

Form Workflow Plus is available for a 14-day free trial here.

Unlimited reviewers and conditional approvals

Automating their order taking workflow was a perfect decision for Richard. Working with the add-on allowed him to easily add approval steps, include or remove reviewers, and set up conditional approvals. These features allowed the add-on to meet their use cases.

Richard has even set up their staff leave requests and purchase order workflows via the add-on!

Web app for overseeing requests, managing billing, and adding users

Form Workflow Plus includes a web application accessible here. It provides account owners and admins a dashboard for managing workflows as well as requests. It’s also a one-stop solution for managing billing, updating credit card details for auto-renewal, and upgrading subscription.

Easily delegate roles and add/remove users via the included user management tool.

Accessible Support and extensive Help Center

For simple queries on setting up workflows to using advanced features, Richard found answers on the Form Workflow Plus Help Center. This was where he came across the idea of using conditional approvals for budget workflows.

For questions not covered by the Help Center, queries can be emailed to support@wizy.io. Better yet, a demo can be scheduled here:

Marko ArcegaManaging Catering Requests with Form Workflow Plus
Read more