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 forms can be initialized with data from a Google Sheet by retrieving the data from the spreadsheet using a business rule. Rule syntax and best practices to follow are discussed in the Writing Rules to Retrieve and Update Data in a Google Sheet topic.

The example discussed below uses a form that has a dropdown control to select a customer from a list. Once selected, a business rule queries a Google Sheet and retrieves the full address details for the selected customer. City, State and Zip Code controls are also populated with the customer information.


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Step 3: Create your Google Sheet

Create a Google Sheet  Sheet containing the customer address details. Make sure the column header names match the Name property of each control The column name on a sheet must match the control name. The matching is case-insensitive and any spaces in the column name is ignored. When you reference the column name in the rule, use only lower case and no spaces.

Control NameColumn HeaderColumn Header in Rule
CustomerNamecustomer namecustomername
FullAddressfull addressfulladdress
Streetstreetstreet
Citycitycity
ZipCodezip codezipcode


Copy the Spreadsheet key to use in the Business Rule

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The rule reads the number in the nextid column of the spreadsheet and populates the Checknum field in the form when the form loads. It then adds 1 and updates the nextid column in the spreadsheet. The Checknum field for the next user to load the form is populated with the incremented value.