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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. 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 Name | Column Header | Column Header in Rule |
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| CustomerName | customer name | customername |
| FullAddress | full address | fulladdress |
| Street | street | street |
| City | city | city |
| ZipCode | zip code | zipcode |
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