Tag: google spreadsheets

[eBook] -05- ways you can use frevvo + Google Apps today

frevvo-google-apps-2
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In previous articles, we’ve described the many ways you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Download this new e-Book that describes “05 ways you can benefit from combining frevvo with Google Apps in your organization TODAY”.

From dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier and faster.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

[Video] frevvo + Google Apps

Several customers are combining frevvo + Google Apps in interesting and useful ways to solve real business problems. From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products work with Google Apps can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of combining the two.

Interested in learning more? Visit our website to and see how customers are using frevvo today to improve efficiency and productivity.

[Infographic] frevvo + Google Apps

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Organizations use frevvo to digitize day-to-day approval workflows in the Cloud such as expense reports, purchase requisitions and employee on-boarding. These workflows generate documents that must be securely stored and managed somewhere – typically some sort of ECM (Enterprise Content Management) system.

Organizations (including frevvo Inc.) use Google Drive as a Cloud-based system to store and manage enterprise content and to collaborate on that content including both unstructured content such as videos, images, spreadsheets, & presentations and structured content such as invoices, sales orders, & expense reports.

The fit is obvious and natural. If your organization uses Google Apps, you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Check out this new infographic on the benefits of e-forms and approval workflows with frevvo integrated with Google Apps.

From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps and a whole host of advanced capabilities. There’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

frevvo + Google Apps: Part 4. Updating a Google Sheet

Does your organization uses Google Apps? You can combine frevvo + Google Apps to create some really cool and useful solutions. In Part 1 of this series, we saw how you can save (write) submissions to a Google Sheet. In Part 2, we saw how you can use the Google Distance Matrix API to automatically calculate mileage and reimbursement amounts. Part 3 showed you how to create dynamic pick lists from a Google Sheet (read).

google-ss-loc-ext
Google Sheet: Employee Location and Extension

Today, we’ll take a look at how you can update existing values in a sheet. It’s another common scenario that can be used for a variety of tasks (e.g. limiting the number of submissions for a particular form or creating a sequentially increasing counter). We’ll use this sample Google Sheet to discuss. It has a row for each employee: Employee Id, Location and Extension.

First, it’s important to note that Google Sheets is not a transactional system like a database and results can be unpredictable if multiple users update the same Sheet at the same time.

As before, you have to first get an access token. This is a one-time step. Login to your Google account and then visit: https://app.frevvo.com/google/consent. Follow the prompts and copy the access token and save it. Detailed documentation is here.

We’ve created a simple example form. Select the employee, a location and a new extension number. Click the Update Google Sheet button, wait a few seconds and see that the sheet was successfully updated. We did this using this rule:

if (UpdateGoogleSheet.clicked) {
var eid = EId.value; // Unique key in the Google Sheet row
var headers = ‘{“user”:”<google id>”,”password”:”<access token>”}’;
var updatequery = ‘/google/spreadsheets/update/key/<spreadsheetkey>?wsname=Locations&query=employeeid=”‘ + eid + ‘”‘;
var updateparams = ‘&updates=location=’ + Location.value + ‘,extension=’ + Extension.value;

eval(‘x=’ + http.put(updatequery + updateparams, null, headers, false));
}

  1. It’s triggered by clicking on the Update Google Sheet button.
  2. We setup headers and an update query using your access token and spreadsheet key (the long ID in the URL of the Google Sheet).
  3. Add updateparams: we’re updating location and extension with new values.
  4. Run the update – perform an http.put() and eval the results.

Try it yourself using the sample form.

Interested in learning more? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us for more information.

Like what you see? Check out Part 5 which shows you how you can save documents generated by your frevvo form to Google Drive.

 

frevvo + Google Apps: Part 3. Dynamic Pick lists.

Does your organization uses Google Apps? You can combine frevvo + Google Apps to create some really cool and useful solutions. In Part 1 of this series, we saw how you can save submissions to a Google Sheet and in Part 2, we saw how you can use the Google Distance Matrix API to automatically calculate mileage and reimbursement amounts.

employees-sheetToday, we’ll take a look at dynamic pick lists (drop downs). It’s a very common scenario and, with frevvo, you can use business rules to dynamically initialize the options (choices) in a pick list from a Google Sheet. We’ll use this sample Google Sheet to discuss. It has a row for each employee: First Name, Last Name, Employee Id.

First, you have to get an access token. This is a one-time step. Login to your Google account and then visit: https://app.frevvo.com/google/consent. Follow the prompts and copy the access token and save it. Detailed documentation is here.

We use a rule to read information from the Sheet and populate the employee pick list. Here’s the relevant business rule:

var x;

if (Connect.clicked) {
var headers = ‘{“user”:”sales@frevvo.com”,”password”:”<access token>”}’;
var readquery = ‘/google/spreadsheets/query/key/<spreadsheetkey>/w/Employees’;
eval(‘x=’ +http.get(readquery,headers));

var opts = [”];
for (var i = 0; i < x.results.length; i++) {
opts[i + 1] = x.results[i].employeeid + ‘=’ + x.results[i].firstname + ‘ ‘ + x.results[i].lastname;
}
EId.options = opts;
}

  1. It’s triggered by clicking on the Connect button.
  2. We setup headers and a query using your access token and spreadsheet key (the long ID in the URL of the Google Sheet).
  3. Run the query – perform an http.get() and eval the results.
  4. Parse the results into an array. The array elements are “hagen=Walter Hagen” etc.
  5. Set the options to the array.
googleapps-picklist
Dynamic pick list from a Google Sheet. Click the image to try it.

The pick list will display the actual names (Walter Hagen, Alexa Stirling etc.) whereas the values returned upon selection will be the ids (hagen, stirling etc.) so it’s easy to perform further lookups.

You can try it yourself by clicking this link or on the image.

Interested in learning more? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us for more information.

Like what you see? Check out Part 4 which shows you how you can update a Google Sheet with values from a form.

frevvo + Google Apps: Part 2. Mileage Reimbursement

Does your organization uses Google Apps? You can combine frevvo + Google Apps to create some really cool and useful solutions. In Part 1 of this series, I showed you how to save submissions from a frevvo form into a Google Sheet.

Today, we’ll take a look at another common example. A workflow for mileage reimbursement is a routine business approval workflow used in many organizations. Unfortunately, it’s usually a PDF form (for example, see here and here).  It’s tedious and mistake-prone. Calculate miles manually from odometer readings, figure out the total mileage and reimbursement amount.

What a complete wasteMileage Reimbursement form of time!! With frevvo, everything is automated. Enter your origin and destination and the system will calculate the travel distance using the cloud-based Google Distance Matrix API. Of course, it’ll automatically add all the mileage and calculate the total amount. Try it yourself by clicking the image or this link.

Scarcity of talent is the #1 challenge most organizations face today. Why are your talented people wasting valuable time on unproductive things?

Digitize your approval workflows with frevvo. Your employees will be happier and you’ll be amazed at how much time & money you save. Doesn’t get any better than that. Interested? Contact frevvo today.

Like what you see? Check out Part 3 which shows you how you can create dynamic drop down controls where the choices come form a Google Sheet.

frevvo + Google Apps: Part 1. Save to a Google Sheet

Does your organization uses Google Apps? If so, you can combine frevvo + Google Sheets/Drive etc. to create some really cool and useful solutions. In this multi-part series of articles, we’ll explore several possibilities:

  1. Save submissions from a frevvo form into a Google Sheet (this article).
  2. Perform automated mileage calculations using the Google Maps API.
  3. Create dynamic drop down controls where the choices come form a Google Sheet.
  4. Update a Google Sheet with values from a form.
  5. Save documents generated by your frevvo form to Google Drive.
  6. Put it all together to create a leave approval workflow that connects with a Google Sheet, routes between multiple users for signatures, updates the Google Sheet and saves PDF documents to Google Drive.
  7. Single Sign On to frevvo using your Google Apps credentials.

Let’s look at the most basic and common use case. You have a form and you want to collect your submissions in a Google Sheet.

Step 1: First, you have to get an access token. This is a one-time step. Login to your Google account and then visit: https://app.frevvo.com/google/consent. Follow the prompts and copy the access token and save it. Detailed documentation is here.

Step 2: Create your form. We’ve created a simple example contact form with a few fields. If you need help creating a form, check out the Quick Demo and Form Designer tutorial videos on our website.

Contact Form
Contact Form

PropertiesStep 3: Create your Google Spreadsheet. Make sure the column header names match the Name property of each control. You can view the spreadsheet we created for the form above at this link (it’s read-only). See how the column names are Name, Email, Street, City etc. The Name property of the corresponding control in the form is set to match exactly.

Step 4: Connect your form to your spreadsheet using the Save to Google Sheets wizard. Detailed documentation is here. You must login using your user id and auth token (from Step 1), select a spreadsheet and worksheet and click Finish.

That’s it. When the form is submitted, the data will be saved to the selected Google Sheet. You can perform all the usual operations on the data e.g. see the Graphs Tab in our example sheet and you can see how we have created some sample graphs to analyze our submission data.

graphs
Google Spreadsheet graphs for submission data

Interested in learning more? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us for more information.

Like what you see. Check out Part 2 which shows you how you can perform automated mileage calculations using the Google Maps API.

Leave Approval Workflows with Google Spreadsheets

Does your organization use Google Apps? If so, you can combine frevvo + Google Apps to create some really cool and useful solutions. For example, consider Leave Approvals. Everyone does it usually on a paper or Excel form sent by email. Wouldn’t it be nice if the form knew how many days of each type (Sick, Annual, Personal etc.) you had left? Usually, that means integrate with some HR system or buy an expensive solution.

frevvo + Google AppsNot so with frevvo + a Google Spreadsheet. Here’s a spreadsheet that contains employee information. Much simpler and easier to maintain for most people than a complicated HR system. And here’s a frevvo workflow that uses that spreadsheet. Try it out – pick an employee from the pick list at the top and frevvo gets the # of available days of each type from the spreadsheet, shows them in the Table and enables only rows where you have available days. The employee can sign electronically and the workflow is automatically routed to the supervisor.

When the leave is approved, frevvo will automatically update the Google Spreadsheet so it’s always kept in sync. Nothing manual to do.

Fast, easy and it’ll save your employees time. Want to learn more? Contact us today.

Better Leave Approvals with frevvo + Google Apps for Work

One of the most common approval workflows customers automate with frevvo is Leave Approval (Vacation or Absence Request). There are several types of leave (Annual, Sick, Floating etc.) and the typical workflow is Employee -> Line Manager -> Payroll/HR. Easy enough to automate.

But, wouldn’t it be nice if the form knew how many days of each type were left so there’s no way for the employee to request more days than he/she has available? Integrating with payroll/HR systems is possible but messy.

Leave ApprovalAn easy alternative is to just use a Google spreadsheet. Here’s an example spreadsheet and a frevvo form that uses the spreadsheet. Based on the logged in employee, the form will pull the available days from the spreadsheet. For this demo, select an employee from the pick list (which itself comes from the spreadsheet) and you’ll see the available days pick lists updating dynamically. This demo only shows whole days but it’s trivial to extend to allow half days or even hours if necessary.

When the workflow completes and the leave is approved, frevvo will update the Google spreadsheet so it’s automatically kept in sync.

Yet another way frevvo helps you get MORE out of Google Apps for Work. Contact us for more information.

Using a Google Spreadsheet like a database

There are many cool and useful things you can do with Google Apps for Work like collaborative editing of documents, inexpensive storage and so on. But add frevvo to the mix, and you can take it to the next level and solve real business problems.

One example is dynamic web forms and approval workflows that treat the underlying spreadsheet as a database. The applications are endless – Sales Orders, Employee Records, Student Information and so on.

Check out the video below. It’s not even 2m long and shows you an example from Education. Teachers, administrators or parents can securely access student information stored in a Google Spreadsheet without actually having access to it. They’ll only see information relevant to their particular need, edits are controlled (e.g. data is validated, rules can perform computations etc.) and the user experience is so much nicer.

There’s much more you can do with frevvo + Google Apps such as signatures & workflow. Contact us to learn more or Try frevvo free for 30 days.