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New Feature: Enable Additional Column for Workflow Management in Form Workflow Plus

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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. 

Leica PalileoNew Feature: Enable Additional Column for Workflow Management in Form Workflow Plus
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New Year, New Commitments to Form Workflow Plus and G Merge Plus

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Happy New Year, folks! 

With the new year comes a reflection of the past year, and resolutions for the coming year. Let’s have a look back at what our 2019 was like, and what we’re looking forward to in 2020. 

In 2019… 

  • Google started verifying third-party apps in the G Suite Marketplace as part of their Project Strobe which involves updates to Google’s user data policy as of October 15, 2019, with the aim for greater security for users of Google Add-ons, especially when it comes to restricted permissions. 
  • To address the above restrictions, Google Sheets add-ons powered by wizy.io are now completely verified and compliant, and we are confident that they handle our customers’ work/school data more securely:
  • G Merge, one of our beloved products, was disabled by Google. To be perfectly candid, this happened much earlier than we anticipated, but rest assured, we have: 
    • Transferred all paid subscriptions to G Merge Plus, and 
    • Old G Merge email templates should still be available at //portal.wizy.io/#/emailtemplate and should still be usable with G Merge Plus.  

In 2020… 

  • We are committed to making G Merge Plus the best application it can be, and we will develop our own solutions to the restricted permissions of Google Drive API (to overcome restrictions in selecting a drive or converting to PDF) in the first semester of 2020. 
  • We will continue to build our Help Centers for Form Workflow Plus and G Merge Plus to add answers to frequently asked questions and offer solutions and workarounds when available.
  • We will continue to provide support, and would be happy to provide demos and offer video calls to walk through users of G Merge Plus and Form Workflow Plus. 

Please let us know if you have any questions or feedback about our add-ons. You can submit requests via the Help Centers above or by emailing support@wizy.io.

Leica PalileoNew Year, New Commitments to Form Workflow Plus and G Merge Plus
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G Merge Plus is coming to town

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G Merge Plus: A new, better version of G Merge

The wizy.io team is proud to introduce the newest add-on and application to our software portfolio: G Merge Plus.

G Merge Plus is a new, better version of G Merge in full compliance of Google’s User Data Policy, which emphasizes enhanced security controls for third-party apps. 

Same pricing, improved interface, and sensitive to user data. 

We’d like to invite all current G Merge users to transfer to G Merge Plus before January 1, 2020.

Your subscription: Paid G Merge users can use their existing subscriptions and license on G Merge Plus and continue to enjoy unlimited merges. 

Your settings and templates: With respect to user data, we will not be accessing templates and settings you have stored on your spreadsheet. You can follow the step-by-step instructions to transfer over your existing settings and templates from G Merge to G Merge Plus.   

What changed between G Merge and G Merge Plus?

  • Compliance with Google’s User Data Policy: We refined the auth scopes we use and removed minor functions that required restricted scopes. 
    • Google Drive API – We no longer ask permission to write to your Google Drive and sharing is restricted. As a result, you can no longer choose destination folder other than the default so we will be saving your document merges centrally to “My Drive”. This also affects the “convert to PDF” function. (We have a workaround for this where you can use the mail merge function to send the document you created from document merge as PDF via email.)
    • Gmail API for Aliases – We no longer ask permission to access your Gmail account for the purpose of sending as a different email address that you own. As a result the Alias function is disabled and you can only send as the user that is authenticated (signed-in).

As a result, our add-on/application requests much fewer permissions and none of the restricted API scopes. You can check how we use the permissions we do ask for in our Privacy Policy

  • Improved UI for the management web application.
    • Reports Page: This contains a list of all spreadsheets where you’ve used G Merge Plus and reports of how many emails have been sent and their click rates. 
    • Enhanced Email Templates: While we still have the same easy template editor on the G Merge Plus add-on, we added a drag-and-drop editor, a template library for common ways people use mail merges, and a way for you to see all your templates laid out. 
    • Subscription Management: You can now manage your account settings, view your usage, purchase additional licenses, upgrade your account, and add members to your team easily.

As a result, you can centrally manage your spreadsheets, templates, users, and subscription in a better way though app.gmergeplus.com (this replaces the old portal). 

 NOTE: If you have a Team or Enterprise Subscription, please inform all of your users or team members about the changes and to install G Merge Plus

Why did Wizy create a new add-on/application instead of updating G Merge? 

When Google launched Project Strobe and tightened their policies for Gmail, Google Drive, etc, we also wanted to fine-tune the permissions we request, as described in our own privacy policy

Creating G Merge Plus allows us to work on modifying features that Google has changed to restricted without disrupting how the current users of G Merge are using the add-on. 

It also gives us confidence that all users opt-in to the changes and understand exactly how we use user data and the permissions granted. 

With the current G Merge software, we understand that permissions have already been granted by current users, but due to the changes in Google’s User Data Policy, some API scopes for Google Drive and Gmail that we use to perform certain operations have been changed to restricted or sensitive scopes. Rather than risk that G Merge will no longer function as intended when Google disables or deprecates these, we created G Merge Plus which was designed not to use any of the aforementioned sensitive or restricted scopes, and encourage our users to install the new G Merge Plus instead.

We advise that you install G Merge Plus before January 1, 2020, as Google may suspend the existing G Merge add-on in January in application of its new User Data Policy.

Please refer to our Help Center for articles that will help you navigate the new G Merge Plus.

If you’d like to ask for a demo or walkthrough on G Merge Plus, please reach out to our Customer Success team or email us at support@wizy.io. 

Leica PalileoG Merge Plus is coming to town
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