All posts tagged: Digital Workflow

Easy Approvals with the Line Manager Feature of Form Workflow Plus

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Without a doubt, well-defined workflows help improve team efficiency. Validation approvals for leave requests, procurement, or budget proposals need to be properly documented. This establishes a pool of information essential for organizational upkeep such as accounting, staffing, and budget management.

This is why workflow apps have been key partners in automating validation processes. Oftentimes, an employee who lodges a request needs their immediate supervisor to be onboard for the request to progress. This can be addressed by simply asking the requester for their line manager’s information. However as teams scale up, this can be a major hurdle.

Drew, an IT Manager for a construction company, was faced with this very dilemma. He needed to set up a purchase approval process for teams working on remote sites. The requester’s line manager needed to be the first approver as per company policy.

Fortunately for Drew, he stumbled upon Form Workflow Plus via Google search. The Google Sheet add-on recently had an update that allowed line managers to be set as reviewers. Here are 5 reasons why Drew chose Form Workflow Plus:

Assign Line Managers per User via the Web App

A major problem with asking requesters for their line manager details is they can put in mistyped email addresses. Limiting choices to a predefined list can address this but then becomes another issue when working with a huge organization.

Form Workflow Plus resolved this by defining the line manager for each user within the system. As the account administrator, Drew was able to easily set the email address for each user using the Manager Users view on the web app.

Bulk Add Users with Line Manager Information on a CSV list

For a construction company with 500 engineers and contractors, adding user details manually is not a good use of Drew’s time. Form Workflow Plus makes this task easy by enabling admins to upload a CSV list!

The list includes the employees name, line manager email address, and even the intended role for the Form Workflow Plus account. Once the list was prepared, it only took Drew a few clicks for the web app to import the employee details.

Easy and Fast Workflow Setup

With the employee details and their respective line managers established in the system, setting up the purchase approval workflow was a breeze. Drew especially liked the user-friendly interface of the Form Workflow Plus add-on.

The Line Manager as reviewer feature made his job a lot easier. On top of that, the workflow app allowed him to:

  • Add as many approval steps as needed
  • Use conditions to automatically route requests
  • Setup parallel approvals
  • Bypass reviewer response (on the rare occasions the reviewer is on extended leave)
  • Use their company logo on the web app

A well curated Help Center for Comprehensive Guides

Drew found the Support Pages for Form Workflow Plus extremely helpful. There are step-by-step guides and video tutorials to help him set up his workflow. In case you’re interested to learn more about these features, here are some helpful links:

Easy to reach Support and Demo Request

For anything not covered by the Help Center, Drew was able to get assistance by emailing Form Workflow Plus is available for a 14-day free trial here. Feel free to book a demo here:

Marko ArcegaEasy Approvals with the Line Manager Feature of Form Workflow Plus
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Year End Treats from Form Workflow Plus: New Features!

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The end of year celebrations are starting early for our Form Workflow Plus subscribers! Our hard working elves have been busy and we’re excited to showcase a handful of features to further enhance your workflow automation. Without further ado, here are the exciting new things you can do with our add-on:

Route to several departments with parallel approvals

You can now add parallel approvals when setting up a workflow step. This is particularly handy when you need several departments to stamp their approval before the process moves on to the next step.

Customizable reviewer action items

Reviewers were limited to Approve/Decline as the default decision labels. This proved inappropriate for workflows such as employee onboarding, task list workflow, among others. To make sure Form Workflow Plus can accommodate several use cases, you can now change the labels for positive and negative actions.

Positive actions (default is Approve) can be relabelled as:

  • Accept
  • Yes
  • Done
  • Allow

For the negative action (default is Decline), you can choose from the following:

  • Reject
  • No
  • Not done
  • Deny

Specify Line Managers and set them as reviewers

A lot of workflow use cases need the requester’s direct supervisor as the first reviewer. It’s now easier than ever to set this up with Form Workflow Plus. Using the web app, account administrators can now indicate a user’s line manager. You can even bulk upload a CSV list!

Once set, you can add conditional approvals to route the request to the Line Manager. Your workflow automation has never been easier.

Bypass response for when your reviewers are on extended vacations

Every so often, an entire approval process grinds to a halt because the reviewer for a particular step is on leave or generally unavailable. Workflow creators can now set a decision on behalf of the reviewer.

Customize the web app with your own logo

You can now make the Form Workflow Plus web app your own with customizable logos. Simply set a web-hosted URL and our web app will take care of the rest.

These are early presents fresh from our developers labs. If you haven’t signed up yet, Form Workflow Plus is available for a 14-day free trial here.

Better yet, schedule a demo with our friendly Customer Success Managers to see how our add-on can help automate your approval processes! Click here.

Marko ArcegaYear End Treats from Form Workflow Plus: New Features!
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Papers Out, Digital Workflows In!

While most of us happily clinked our glasses during the New Year’s celebration, no one   expected how this year would have shifted drastically. With businesses nearly  paralysed, travels all over the world limited or cancelled, gatherings suspended, and human interactions transitioned virtually, we’re all unsure on when this pandemic will end. As the saying goes, “If we persist, if we continue to try, if we continue to charge forward, we will succeed!”

As we all continue to charge forward, some of us are still trying their best to cope with the changes in the world. What previously was a task one can perform with eyes closed, may now be difficult to execute given the circumstances. Schools, offices, and businesses have transitioned online. No one was prepared for all of this and no one knows how long we’ll be contained in the confides of our home! As we’re suspended in this guessing game of life, what we can do is be tactical and adapt.  

Luckily, with technology ever evolving, there are digital solutions made available for almost everything you can think of! With a ton of apps available online, you probably have explored a part of the pile already. As the new normal calls for employees to work remotely, paperworks and approvals have been quite a popular process that requires digital migration. A new technological trend is definitely powering up the new normal especially since human face-to-face interaction is now limited.

Form Workflow Plus is Google Sheet add-on and web  application that does it’s part in providing a quick, easy, and affordable solution for your paper trail approvals! With a clientele ranging from schools, manufacturing companies, accounting firms, HRs, accountants, even start-up companies, Form Workflow Plus helps process information from your spreadsheets and direct requests to reviewers in an instant. You have control over the number of approval steps required, conditions of the approvals, as well as the reviewers. No need to pass paper along one person to another anymore! With a click of a button, requests can be submitted and reviewers can approve/decline instantly. Form Workflow Plus will be your partner to make sure productivity is increased. Let’s cut down the time spent dealing with paper-trails and redundant processes by making the switch!

It is also important to understand that digital solutions have different functions and come in different forms of applications, too. Up-skilling employees to adapt to the new normal will involve transactions done on a cloud-based system like Google Workspace or Microsoft 365. Applications like Form Workflow Plus have sealed a partnership with Google to provide you, our customers, with the workflow solutions you need. With these changes, business owners need to make sure the transition runs smoothly for both the company and its consumer. Wizy believes that with the virtual transition of processes, employees need a reliable support system to help them switch over. With continuous developments with our products, we made sure to have a well curated Help Center for how-to articles and video tutorials readily available for you users like you. You can access this resource here:

Also, reach out to our friendly Customer Success Managers via or book a demo:

We’re cooking up something new so stay tuned for more updates about Form Workflow Plus. Together, we can work on the challenges and develop better solutions for a seamless digital work experience for you and your company!

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