Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

The Google Connector 2.0 and 2.1 support Oauth2 - Open Standard for authorization. This requires the account holder to provide consent to the Google connector to access data on their behalf. This is a manual process and must be done for each Google account associated with the connector.

Cloud customers using the Google Connector for the first time will need to:

New in-house customers using the Google Connector for the first time will need to:

Existing in-house customers upgrading from a previous version of the Google Connector will need to:

Column
width350px

On this page:

Table of Contents
maxLevel2

...

  1. Edit your form.
  2. Click the  what happens to my data? icon in the designer toolbar.
  3. Click on the Doc URI tab. 



  4. Select the Save Submissions to a Google Spreadsheet wizard. 



  5. This launches the Google Sheet Wizard. Enter your Google account username and your access token and click the login button
  6. A Spreadsheet dropdown appears listing all the spreadsheets in your Google account
  7. Select the Google Sheet from the list. 
  8. Select the worksheet of your Google Sheet that you want to update with new submissions.
  9. Click Finish on the Wizard 



Warning

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.

...

 business rules are used to retrieve and update data in Google sheets via the Google Connector. Passing user names, passwords, sheet and worksheet names as part of a URL in  rules has been deprecated . This method will not work when the sheet or worksheet name contain certain special characters.  

...

  1. Click the  what happens to my data icon in the toolbar at the top of the form.
  2. In the wizard that pops up, select the Save to Google Documents button.
  3. Enter your login credentials. Enter the access token for your account.
  4. After your login has succeeded, the wizard will show the list of Folders available. Sub-folders are not listed in the folder list.
  5. Select the folder you created earlier (Leave Approvals).
  6. Choose a name for the Submission Folder. This name should be unique for each submission. The best approach is to choose a combination of controls in the form that will generate a unique name. For example, if your form contains controls named EFulName and StartDate for employee's full name and start date of the leave, then choose: {EFullName}_{StartDate}.
  7. Click the Finish button.
  8. Your form is now configured to save submissions to your Google Drive. 

...