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Table of Contents

frevvo provides wizards and a Google Connector that support easy direct connectivity with Google Sheets. You'll need a Google account and a frevvo account. Each time someone uses and submits your form, a new row is added to your Google sheet.

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If you do not have an access token for your Google Account, perform this one time step.

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frevvo101:Obtain an Access Tokenfrevvo101:
Obtain an Access Token
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Notice that the column names are Name, Email, Street, City etc. The Name property of the corresponding control in the form is set to match exactly.

Tip

The column name on a Google sheet must match the control name. The matching is case-insensitive and any spaces in the column name are ignored. A control named "FirstName" matches a column header "first name."

Step 4: Connect your form to your spreadsheet using the Save to Google Sheets wizard.

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  1. Edit your form/workflow
  2. Go to the Settings mode in the Guided Designer navigation bar.
  3. Click on the Document Actions tab, then click the Send Data tab.
  4. Check Post Submissions to a Google Spreadsheet.

  5. This launches the Google Sheet Wizard.
  6. Enter your Oauth token (from Step 1). Note that the email field is optional and intended only to describe which account is associated with the access token. This email does not validate against the token provided.
  7. A Spreadsheet dropdown appears listing all the spreadsheets in your Google account
  8. Select the Google Sheet from the list. 
  9. Select the worksheet of your Google Sheet from the dropdown.

  10. Click Submit.

  11. 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.

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Save to Google Sheet via Web Hook on a Workflow Step

You can also save form data to Google sheet using the Activity Doc Action Web Hook on any workflow step.

  1. In your Workflow Outline, click the + Add Step button and select Add Web-hook (HTTP post).
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  2. Construct the URL. Replace the items in <> with your Sheet information and login credentials. Note the /w/ for worksheet name, which is different from /wsname/ used when updating sheets via business rules.

    http://app.frevvo.com/google/spreadsheets/key/<Spreadsheet Key>/w/<Sheet Name>?user=<email>&password=<OAuth Token>

  3. Paste the URL into the Web Hook URL field. Check the Data property.
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Test your Workflow. The data will post to the Google spreadsheet when the user of the step clicks Continue. 

Troubleshooting

"An unknown error has occurred" message

You may see the error message "An unknown error has occurred" when selecting your Google sheet from the dropdown after you log into the wizard with your Google account and access code. To prevent this, set the Share permission for your Google Sheet to private then run the Save to Google Spreadsheet wizard. Change the share permission to public once the wizard is completed. Click here for other reasons this error may occur.