Google Sheets add-on

  1. home
  2. blog
  3. Google Sheets add-on

Form Workflow Plus has a New UI!

August 26, 2020 Marko Arcega , , , 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

July 7, 2020 Marko Arcega , , , No comments
Managing Catering Requests with Form Workflow Plus

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

Managing Community Use of School Facilities with Form Workflow Plus

June 23, 2020 Marko Arcega , , , , No comments
Managing Community Use of School Facilities with Form Workflow Plus

Schools are hubs for community development. Besides providing educational services, school facilities and premises become venues for team sports, local competitions, or even fairs. This is why certain school districts allow communities to rent out school facilities. This provides an extra source of income for the school and promotes camaraderie among community groups.

Consider Sam. He is the Facilities Coordinator for a K-12 school. Their campus is also a popular venue for soccer practice, baseball tournaments, and the host for the annual organic farm fair. He also manages the schedule for pool use by the local swim team.

He started out by managing requests via email. However, given the number of facilities, queuing groups, and different schedules, he soon realized he needed a better tool. Sam came across Form Workflow Plus in the G Suite Marketplace and his job has since become a lot easier.

Here are some of the ways a workflow app such as Form Workflow Plus helped Sam manage the community use of school facilities:

Easy setup with multi-step workflows and multiple reviewers

Since their school already uses G Suite, setting up the workflow took a few minutes. Form Workflow Plus can easily accommodate multi-step workflows and once he specified the reviewer email addresses, he had a working approval process. He got to try the add-on for a free 14-day trial as well.

Feel free to sign up here.

Track schedules via Google Sheet

Sam moved away from receiving email requests and moved on to Google Forms. Responses are automatically collected on a sheet where he runs Form Workflow Plus. The add-on has a user-friendly interface for tracking request status. The best part is that Sam never lost sight of any request!

Automatic routing of requests based on facility type

Form Workflow Plus accommodates conditional approvals. Requests are routed to the appropriate department depending on the facility being rented out. This saved Sam a lot of manual and repetitive work as the add-on did this for him.

To learn more about setting conditional approvals, here’s a handy guide:

A multi-purpose web app for managing workflows, billing, and users

Form Workflow Plus includes a web app. It’s a one-stop shop for managing workflows, upgrading plans, as well as managing users.

Reviewers can also log in to work on pending requests. They have a dedicated view where they can set decisions all in one place.

Curated Help Center

For FAQs and guides on setting up workflows for tough use cases, Sam found the Form Workflow Plus Help Center as a valuable resource. He found video tutorials to walk him through the basic and advanced features of the add-on.

Inquiries can be forwarded to support@wizy.io for anything not covered by the Help Center. A quick demo can also be requested via this link:

Marko ArcegaManaging Community Use of School Facilities with Form Workflow Plus
Read more

Search

About Us

Google add-ons G Merge Plus and Form Workflow Plus are powered by Wizy.

Wizy is a Startup Studio for B2B SaaS built on Google technologies. We work with innovative customers to develop disruptive Cloud SaaS solutions. We leverage the power of the Cloud, AI and Mobile adoption to disrupt and innovate.

Wizy was launched in January 2015 simultaneously in San Francisco, Manila and Paris by co-founders Laurent Gasser, Gino Tria and Louis Naugès. We are bootstrapped, financed by our founders and our business. We are free of VC’s and external investors agenda, able to focus exclusively on the value delivered to our customers.

Wizy is “global by design” with founders and teams on 4 continents, as well as customers in 30 countries.

Recent Posts

Categories

Archives

Recent Comments

Tags