All posts tagged: Form Workflow Plus

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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September Updates for Form Workflow Plus and Our Social Media Presence

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The Wizy Team is excited to launch a series of new features for Form Workflow Plus! Over the next few weeks, we’re rolling out enhancements to make sure our popular add-on meets your workflow needs. We started with a new UI designed around ease of setup. On the web app side, reviewers can now display custom columns. This makes it easier to decide which requests to work on first and allows for better control on the information relevant to our users.

If you want to learn more about this exciting new feature, head over to this guide. We also prepared a video walkthrough:

Form Workflow Plus is now on your favorite Social Media platforms!

The month of September marks our venture into the world of social media. Be on the loop on our latest updates, reach out if you have questions, or simply let us know how Form Workflow Plus has worked for you! Follow us on these platforms:

Do you want to know more about Form Workflow Plus? Visit our page or book a demo:

Marko ArcegaSeptember Updates for Form Workflow Plus and Our Social Media Presence
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Form Workflow Plus has a New UI!

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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!


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:

The general format of the URL should be: //”Your_Google_Form_ID”/edit

Related article: Step 2 – Create your Form or link an existing one

Basic Setup 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 – 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.”


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!
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