Multi-level Approval Workflow in Google Sheets. Start Workflow in a Google Form. Each Reviewer gets his own validation dashboard
Create a Workflow using Google Sheets and Google Forms
On a Google spreadsheet linked to a Google form, you can quickly set up a validation workflow on each form submission.
From the spreadsheet, activate Form Workflow and specify your reviewer(s). You can add other levels to the process, where reviewer(s) acts on the submission after the first reviewer has done with it. For each level, there can be one reviewer or several.
At any level, you can also set conditions. You can tell the add-on to send one set of requests to one reviewer, and another set of requests to another reviewer.
Reviewers will receive an email and will be able to act on the submission directly from their Gmail. They have four options: approve, decline, on hold, or send back to requestor.
Reviewers have also access to a personal dashboard to check all pending validations and proceed to validations.
You can check on the status of all the requests from your spreadsheet and send auto reminders to reviewers.
A simple audit trail is offered in order to track all the events.
HOW IT WORKS
1 - Open a Google spreadsheet and run the Form Workflow Plus add-on.
2 - Create your Google Form and choose your requestors.
3 - Configure Form Workflow and specify your reviewer(s).
4 - Add conditional reviewers, if necessary.
5 - Add more levels of validation, if needed.
6 - Requestors’ answers will be collected in the spreadsheet.
5 - Reviewers will receive an email to validate the requests.
6 - Reviewers have access to a personal dashboard to check all pending validations.
7 - Requesters are notified of the status of their requests.
8 - All the information exchanged is logged in the spreadsheet, where you have quick access to them
Enjoy our 2 weeks Free Trial to test Form Workflow Plus.
Contact firstname.lastname@example.org for pricing
We told you: This is workflow done easy!