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Form Workflow Plus is Getting a New Look

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The Wizy Team is proud to announce that Form Workflow Plus is getting a redesigned User Interface! We’re in the final stages of rolling out an update to make the beloved workflow automation add-on sleeker and a whole lot easier to set up. Worry not for we haven’t removed any of the settings you’ve come to love. We simply reorganized them to streamline your setup experience.

We’re looking at launching these changes by week ending August 21st. Here are some of the features to look forward to:

We’ve added more Google Form sample templates

We’ve created sample templates for our most common use cases. Form Workflow Plus needs a Google Form linked to a Google Sheet to run. We made this the very first step in setting up your workflow. You can choose among the following templates:

  • Leave Request Form
  • Purchase Request Form
  • Budget Request Form
  • Room Booking Form

If you have an existing form, simply link it to the sheet.

Setup a basic workflow in 4 easy steps

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 – Specify the sheet where the form responses are collected.
  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.

All Advanced Settings in a single tab

All the Advanced Settings that have made Form Workflow Plus a versatile tool are organized in a single tab. Once you’re set with the basic setup, you can further customize your workflow through the following settings:

  • Publish Google Form on the web app – Publishing the form allows users to easily find the organization’s forms in a single place in the web app.
  • Responses settings – You can activate On Hold, Final Approval, and Send Back To Requester
  • Approval Auto Reminder
  • Final Notification – Here you can specify a static list of people to be CC’d for the request’s final notification or specify a column containing the email address
  • Calendar Event Config – When activated, the final notification email will include an option to set a calendar event based on the request details.
  • Email Template – This allows the workflow creator to customize the approval email template
  • Email template language – We currently cater to English, French, German, Spanish, Arabic, and Japanese languages.
  • Additional Remarks Config – You can add up to 4 remarks which would be visible to all reviewers

Deactivate the workflow to update settings

Activating the workflow would lock the workflow 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.”

Redesigned UI, the same 14-day Free Trial

If you haven’t started yet, Form Workflow Plus is a dynamic G Suite tool to automate your validation processes. Sign up for a 14-day free trial here.

You can also book a demo by clicking on this link!

Marko ArcegaForm Workflow Plus is Getting a New Look
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Automate Your Hiring Process with Form Workflow Plus

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Businesses were among those hit hard by the COVID-19 pandemic. In order to adapt, entrepreneurs and companies needed to move processes into the cloud to continue operations. The hiring process has become extra challenging given the economic hurdles plus strict compliance to social and physical distancing. Potential hires have limited mobility due to government lockdowns or community quarantines. However, positions still need to be filled while maintaining the quality of the vetting process.

It’s a good thing workflow applications exist to help HR personnel automate the hiring process while keeping in line with health and safety protocols. Consider Tracy, who is the Hiring Manager for an advertising agency. She was tasked to design a workflow using G Suite apps where the vetting team members worked remotely. When she found Form Workflow Plus on the G Suite Marketplace, Tracy knew she had the perfect app.

Tracy really loved the following features of Form Workflow Plus:

Collect applicant information via Google Form

It’s easy to create a Google Form so interested candidates can submit their applications. There are several ways to share the form link and it can even be embedded in a website.

The form can be linked to a Google Sheet where responses are collected. This allowed Tracy to quickly organize applicant information and more importantly, run Form Workflow Plus as an add-on.

Form Workflow Plus is easy to set up

All Tracy needed to do was specify the reviewer email addresses, add approval steps, then activate the workflow. The add-on took care of forwarding the applicant details to the reviewers as the responses poured in.

Approval notifications sent via email proved convenient for Tracy’s team, who were working remotely. On top of this, they had access to a web application where they could work on all pending requests.

If you haven’t started yet, Form Workflow Plus comes with a free 14-day trial. Sign up here.

Feature-packed to accommodate complex use cases

Form Workflow Plus accommodates unlimited workflows, approval steps, and conditional approvals. In Tracy’s case, the HR Director needed to review applicant requests bearing at least a decade of experience. With a few extra clicks, set up was easy using conditional approval.

In one instance, applicants with MBAs needed only to undergo a 2-step vetting process while the rest had to follow a 5-step approval workflow. Form Workflow Plus is flexible enough to allow processes to stop at specific steps.

Besides approving or declining an applicant, Tracy can activate options such as On Hold, Definitely Approve (for when a candidate is extra special and can skip the rest of the steps), and Send Back to Requester.

Curated Help Center and responsive Support Team

Form Workflow Plus comes with a comprehensive Help Center available here. Tracy was able to find how-to guides and tips for specific use cases. For anything not covered by Help Center articles, further assistance is just an email away via support@wizy.io.

Book a demo via this link:

Marko ArcegaAutomate Your Hiring Process with Form Workflow Plus
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Multi Language Support in Form Workflow Plus

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Form Workflow Plus is a versatile Google Sheets add-on for automating approval processes and validation workflows. Because of its useful features such as multi-level reviewers, conditional approvals, customizable email templates, the add-on has become a popular choice among schools, financial institutions, and even government agencies.

¡Hola! Bonjour! Need your workflow notifications in a different language? Form Workflow Plus has got you covered. True to the spirit of bringing in features that cater to our wide subscriber base, we’ve added multi-language support! With English as default, the add-on also caters to:

  • French
  • Spanish
  • German 
  • Arabic
  • Japanese

If you haven’t already started, Form Workflow Plus offers a 14-day free trial. Sign up here!

It’s super easy to setup a workflow. Simply follow these steps:

  1. Create your Google Form and link it to a Google Sheet
  2. Run the Form Workflow Plus add-on and setup your reviewers and approval steps
  3. Activate the workflow and you’re all set!

With the multi-language support, your team can really feel at home. Some ideas are best expressed in one’s language. We’ve made that possible at Form Workflow Plus.

You can learn more about setting up your preferred language on both the add-on and web app here:

Marko ArcegaMulti Language Support in Form Workflow Plus
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