Collavate 4.0.0 Release Notes

Collavate’s approval workflow service now has reached over two million users. Thanks to your enthusiasm and support, we are excited to announce an upgrade to Collavate version 4.0.

Release of ‘Sync’ function to connect workflow document with report sheet as database#

You can now automatically record the value of the workflow document content in the specified spreadsheet cell, as well as the result of any changes (approval, rejection, cancellation) of the document. This allows users to generate a report of results and trends at a glance.

Use cases: Connecting Expense Report Template to Report Database Sheet #

Multiple reporting databases are implemented while approving processes such as expense reports and employee vacation requests. For example, when generating expense reports, administrators must analyze expenses charged and purchase receipts. While approving employee requests for leave, administrators must organize remaining leave days according to the annual allowance assigned to each employee.

While other approval workflow solutions may provide management functions for databases, users often find it difficult to easily register and create custom reports. Moreover, in many cases, additional development or customization costs are involved to change the database structure.  

Collavate’s Versatile capabilities for workflow databases

We’ve updated Collavate 4.0 to provide (1) a workflow document template with database connection capabilities, (2) Google Sheets as Database Reports, and (3) sync functions to record data and approval records to the database.

With these new capabilities, you can customize your own documents and spreadsheets. For example, by linking budget spreadsheets to expense reports, it is possible to generate calculation formulas and graphs by connecting specific cells of your approval document with columns of spreadsheets. You can also implement additional sheets to expand content, and then associate the content of those spreadsheets with other reports.

You can further utilize Google Scripts to program the process of registering vacation start and end dates on Google Calendar, or sending emails to a specific person on the first day of each month. Advanced Scripting programming service is available through the Google G Suite Premier Partner, NetKiller.