If you're looking to streamline your purchase requisition workflow with Google Forms, look no further. In this article, I'll show you how to use Google Forms to create a simple system that will make it easier for your employees to request new items and services. By the end of this post, I hope that you'll feel confident enough to implement this strategy in your own organization.
1. Create a Form with Google Docs
A Google Form is a simple way to create surveys, quizzes, and more. You can easily add questions and responses to your form by clicking the Add button on the right side of your screen. The first question will be automatically populated with “Question 1” text as well as an “Answer submission type” dropdown menu that allows you to select how you want users to answer each question (text in box, radio buttons, multiple choice).
The response will also have an additional option called Send Notification at the bottom which allows you to send automatic notifications via email when someone submits their answers for this particular question (this is useful for reminding people about due dates or providing feedback on submitted answers).
2. Ensure purchase requisition questions correspond to your business requirements
Ensure purchase requisition questions correspond to your business requirements. If you wish to streamline a specific workflow with Google Forms, consider the following:
3. Setup Google Form automation
Once you've got the basic form setup and have added all of your fields, it's time to automate the workflow with Google Forms. In this section, we'll show you how to set up automated triggers for when a purchase request is submitted, approved and rejected.
Automated triggers are powerful ways to save time and reduce errors by not having to manually trigger actions from one form after another. By automating these triggers, we can eliminate the chance of mistakes being made in our workflow process which would otherwise require human intervention.
For example: if someone submits an incorrect form or forgets a field they need on a later step in their requisition process but doesn't realize it until later when they try submitting again (or worse yet at all), then that could cause problems down line as well as waste precious time trying figure out why something isn't working correctly. Instead by using automation tools like Google Forms' "Auto Complete" feature along with conditional formatting rules (which we'll show next) we can streamline our workflow while still providing users with helpful prompts when necessary.
4. Add custom fields to your form
Custom fields can be used to collect data that is not available in the default fields. They can also be used to store data that is not available in the default fields. For example, you could create a custom field for your company's product code and then use it as a drop-down menu for product selection. Or you could create a custom field for customer type and then add options such as "B2B," "B2C" and so on, depending on what makes sense for your business needs.
5. Create video tutorials for users
Video tutorials are a great way to communicate with your users. You can use them to train users on how to use the integration, the Google Form and even what they should do when they get notified of a Google Forms workflow approval or rejection!
6. Include supplemental documentation for your users
If you're planning on using Google Forms to collect purchase requisitions, you should include a link to the Google Form or Google Sheet that's being used in the requisition form.
7. Add Google Form API Integration with Google Sheets
8. Customize how the integration presents data in the spreadsheet and configure this to meet your reporting needs
9. Set up notifications for purchase order approval and rejection
Now that you have set up notifications to send purchase orders, it’s time to set up workflow on Google Forms for approval and rejection! There are a few ways to do this
10. Integrate with other third-party apps as necessary to streamline processes even further
You can also integrate it with other third-party apps as necessary to streamline processes even further. For example, if you need to collaborate with someone outside of your team on a purchase requisition, use apps like Zapier, IFTTT and Google Sheets to automate your workflow. For example:
The best part about this tool is that it’s easy to use, even if you aren’t tech-savvy. We recommend using Google Forms in combination with other third-party apps as well to streamline processes even further. You can also create custom workflows with Google Forms based on the information collected through your form submissions and automate processes based on these responses. This will allow you to simplify your purchase requisition process while reducing human error and time spent collecting data manually!