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How to Get My Budget Approved Using Form Workflow Plus

May 5, 2020 Marko Arcega , , , , No comments
How to Get My Budget Approved Using Form Workflow Plus

Budget approvals is one of the most common use cases for using a workflow application. Setting this up, however, can be quite a challenge. Managers of such workflows look for the following features when considering a workflow application:

  • Ease of set up
  • Seamless integration into the company’s tools
  • User-friendly dashboard for managing workflows
  • Versatile tool to accommodate complex use cases

Wizy’s Form Workflow Plus can easily work with simple to complex approval processes. It’s designed to work with G Suite apps. A web app enables easily managing requests and workflows. 

The Workflow creator uses the Google Sheet add-on to set up the workflow steps. 

The general scheme for managing budget workflows using Form Workflow Plus is as follows:

  1. The budget details are collected from the requester
  2. A spreadsheet collects the details of the request
  3. Form Workflow Plus forwards the details of the request to the reviewers set by the workflow creator
  4. Approval emails are coursed through Gmail
  5. Reviewers can work on requests via a web app

Here are three budget approval scenarios and how Form Workflow Plus can fit as a solution:

Case 1

For simple 1-step budget approval workflows, it’s as easy as a one-time setup with requests channelled automatically to the reviewer. We prepared a video walkthrough for creating workflows. This showcases the features of the add-on which are easily applicable to other validation processes. Here’s the link:

Case 2

Oftentimes, budget approvals require different managers reviewing requests based on amounts or payment types. A common scenario involves:

  • Manager A reviews budget amounts below $X
  • Manager B reviews budget amounts $Y and above

To learn more about conditional approvals, here’s a visual guide on how to set this up:

Case 3

There are budget approval scenarios that involve single to multiple levels of approvals depending on the budget amount. Here’s a specific use case:

  1. for amounts under 5000; 1 level of approval
  2. for amounts between 5000 and 10000; 2 levels of approval
  3. for amounts greater than 10000; 3 levels of approval

Form Workflow Plus can accommodate this using conditional approvals and allowing the review process to stop at specific steps. To learn more about how to set this up using the add-on, here’s a handy guide:

In this article, we’ve highlighted how Form Workflow Plus can work with simple to complex budget approval use cases. Feel free to schedule a demo and we’ll be happy to highlight how this add-on can meet your company’s needs:

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Marko ArcegaHow to Get My Budget Approved Using Form Workflow Plus
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How to Manage Leave Requests Using Form Workflow Plus

April 28, 2020 Marko Arcega , , , , No comments
How to Manage Leave Requests Using Form Workflow Plus

Are you looking for an easy solution to manage staff leave requests? This organizational challenge is best handled by using a workflow app. Wizy offers Form Workflow Plus as a solution for teams with G Suite accounts in automating validation processes. Here we highlight scenarios how Form Workflow Plus can help your team achieve that much sought after work-life balance.

The Small Office

Organization is always the key. No matter the office size, it’s important to track requests in a single place. Small offices may make do with email correspondences when filing leaves. However, it’s easy to overlook or worse, lose these emails. This is where our add-on can help.

Form Workflow Plus takes advantage of familiar G Suite apps in collecting requests, organizing them in a sheet, and providing a tracking dashboard for admins.

Form Workflow Plus has a user-friendly interface for setting up your validation process in minutes. Small offices may require a 1-step approval process for leave requests and we’ve made setting up workflows a breeze. Here’s a brief walkthrough:

The Medium to Large Sized Office

Complexities arise as organizations grow in size. Maternity leave requests may need to be delegated to Manager A, sick leaves to Manager B, and so on. There are scenarios where multiple approval levels are required depending on the leave type.

We’ve made sure Form Workflow Plus is flexible enough to accommodate these use cases.

Do you need certain leave types to be processed by a specific manager? Through conditional approvals, you can route requests to specific email address/es by setting criteria. This only needs to be setup once and when activated, requests are automatically routed as per your conditions.

To learn more, here’s a handy article to help you set up conditional approvals:

You also have the option to stop the review process at specific steps:

Form Workflow Plus includes a web app for managing users, subscription, workflows, and requests. Launch this on the sidebar or via (web app). We’ve worked hard in designing a web app that works as:

  • One stop repository of all the company’s forms
  • Dashboard for reviewers to work on pending requests
  • App for account owners to manage users, set roles, billing details, and workflows

Finally, no use case is too difficult. Tap into a robust support system to explore the features of Form Workflow Plus.

Our add-on comes with a Support Team reachable via support@wizy.io. We’ve also built a Help Center where users can read through how-to articles as well as case-specific FAQs. Book a demo via:

All in all, using Form Workflow Plus to manage leave requests comes with an established support community. Help is just an email or a click away!

Try for free!

Marko ArcegaHow to Manage Leave Requests Using Form Workflow Plus
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Bring Your Workflow Validations to the Cloud with Form Workflow Plus

April 7, 2020 Marko Arcega , No comments
Bring Your Workflow Validations to the Cloud with Form Workflow Plus

The COVID-19 pandemic has had far-reaching devastating effects across several industries. Businesses, schools, and government offices resorted to working remotely, in line with social distancing measures. All these in the hopes of “flattening the curve,” a global bid to minimize viral transmissions and avoid overwhelming healthcare systems. Fortunately, communication technologies and applications that run in the cloud made the transition to working from home possible.

One foreseeable challenge organizations may face is switching workflows to the cloud. We’re talking about day-off requests, purchase approvals, shift scheduling, and the likes. Emails can work for simple requests but would easily prove a nightmare to track once requests pile up. Having a dedicated chatroom won’t do as messages can be easily overlooked and can not accommodate routing to different reviewers.

This is where Form Workflow Plus comes in. It’s an app installable from the G Suite Marketplace and activated as a Google Sheets add-on. Here are 5 ways Form Workflow Plus can help bring your validation workflows to the cloud:

Start your free trial now

1. Form Workflow Plus is built on G Suite and designed for ease of setup

As a Google Sheets add-on, it takes a few minutes to setup a workflow. It can accommodate multi-step approvals with unlimited number of reviewers. It uses Google Apps to seamlessly bring your approvals process to life. Requests are captured via Google Forms which are then channelled to a Google Sheet. With the add-on activated on Google Sheets, requests are easily routed to reviewers. Here’s a quick overview:

2. Form Workflow Plus can automatically route requests based on Form data

Do you need to route all vacation leave requests to Person A while Person B reviews the rest of the leave types? Does your workflow need specific people to review budget proposals based on different amount tiers? Form Workflow Plus can easily accommodate these use cases via conditional approvals. The workflow creator can set conditions as well as assign email address/es when these conditions are met. Here’s a quick tutorial on how this is done:

3. Form Workflow Plus is an add-on and a web application.

Tracking requests can be easily done via the Google Sheets where Google Form submissions are collected. The add-on adds technical columns to easily see at which step the request is currently at. On top of this is a web app where workflow creators can manage workflows. It’s a versatile tool for managing subscriptions and user roles as well.

Reviewers can access the web app to work on requests currently assigned to their bucket. Also, it’s an easy repository for all the active forms within an organization. This way, users simply need to log in and fill up the relevant form. No need to ask for form links or save them separately.

4. Form Workflow Plus has a robust Help Center and Support.

We’ve curated articles to get you started on the add-on as well as frequently asked questions to help you make the most of the app. Our Help Center can be accessed here: Form Workflow Plus Help Center. We’ve been adding video tutorials as well to make familiarization with the product a visual experience. If ever you encounter any issue not covered by our articles, you can always reach out to support@wizy.io or better yet, book a demo via this link:

5. Form Workflow Plus is packaged in an affordable annual subscription plan.

Pricing starts at $300/year, you get:

  • 1 workflow creator
  • Up to 1,000 approvals
  • Unlimited number of workflows
  • Unlimited number of reviewers
  • Unlimited number of requesters

We also offer discounted pricing for schools and non-profit organizations. Should you need a custom plan, feel free to reach out to support@wizy.io.

Marko ArcegaBring Your Workflow Validations to the Cloud with Form Workflow Plus
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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.

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