All posts tagged: workflow management software

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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Form Workflow Plus New Features

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We love hearing from our customers. This latest release includes features requested by our beloved users. Our developers have been hard at work in improving both our add-on and web app. Today we’ve launched Version 110 of the Add-On and 2.3.7 for the Web App! Here are the exciting new features:

Create Calendar Event from Request Details

Workflow creators can now activate this feature on the Advanced tab of the Form Workflow Plus add-on. The final notification email would include a link so requesters can create a calendar event based from their submitted Google Form details. This comes in handy for leave request workflows, facility reservation approvals, and pretty much any validation process with a time element.

Draggable Button for Reordering Approval Steps

Gone are the days when workflow creators need to go through the manual and tedious process of reordering approval steps. Approval steps now include a draggable button for easy reordering of steps and their corresponding conditions.

Note: This feature is disabled when there are ongoing requests.

Specify Column Header for Final Notification

Prior to this update, the final email notification can only be CC’d to a static group of email address/es. By adding the ability to specify a column header, the Google Form can now be designed so requesters can specify the email address/es they wish CC’d on the final notification email.

UI Improvements

Web App

  • All notification emails now follow the language set by the workflow creator
  • Form names are properly displayed after sorting by name in the Requests->Forms view
  • Workflow Creators can now delete workflows they have created. This was previously allowed only for users with Admin and Owner roles


  • “End process at this approval step” checkbox is now static. Text for this box used to toggle to “Continue process at this step” which proved confusing
  • Translate term “A requester” to selected language for email header

Form Workflow Plus is available for a 14-day free trial. Sign up today here!

Marko ArcegaForm Workflow Plus New Features
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Managing an NGO with Form Workflow Plus

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Working in an NGO (Non-Government Organization) can require a lot of effort. Beyond addressing important sectoral issues, one has to hurdle dealing with limited resources, allocating budget, and managing manpower. At the end of the day, the fulfillment of having made an impact in uplifting human lives is a reward in itself.

Managing an NGO need not take a lot of one’s time. Using the native apps of G Suite can help with communication (Gmail), budget planning (Google Sheet), and creating technical documents (Google Doc). A workflow app based on G Suite would be a perfect addition to an NGO worker’s tools. Here’s how Form Workflow Plus can help with NGO work:

Setup approval process in minutes

Fresh from college, Andrew joined an NGO working with food security in Southeast Asia. After stumbling upon Form Workflow Plus on the G Suite Marketplace, he was able to set up a procurement workflow in minutes. The add-on worked seamlessly with their organization’s G Suite apps. The feature he liked most is the flexibility of the add-on to accommodate as many reviewers as his workflow requires.

Notes feature for approved requests

Andrew soon learned that he can activate a Notes feature on Form Workflow Plus. This came in handy for attaching Invoice Numbers as well as Purchase Order Numbers for approved requests. Keeping tabs on the team’s procurement workflow has never been easier.

To learn more about customizable notes on Form Workflow Plus, visit this guide.

Conditional approvals for automatic request routing

Sabine is part of an NGO seeking to improve child development in remote South American villages. Given the need for transportation, she manages car repair requests as approved by their regional office. This helps efficiently schedule mechanic visits. For this, she used Form Workflow Plus to automatically route requests depending on the repair type. Having automated the approval process allowed Sabine to focus more on her organization’s advocacies.

Form Workflow Plus offers discounted pricing for non-profits

Chris was happy to learn that Form Workflow Plus offers 40% discount for non-profits. He works as the IT Coordinator for an NGO in the education sector. The lower subscription fee allowed them to allocate budget for teaching materials instead.

Try Form Workflow Plus for free here. Reach out to to check if you’re eligible for discounted pricing. Feel free to book a demo as well:

Marko ArcegaManaging an NGO with Form Workflow Plus
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