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If you do not have an access token for the Google Account where you are going to create your spreadsheet, perform this one-time step.
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Create a simple example contact form with a few fields. Note the Select Customer control is a dropdown. If you need help creating a form, check out the Quick Demo and Form Designer tutorial videos on our website.
Step 3: Create your Google Sheet
Create a Google 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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It is best practice to use the spreadsheet key in your business rule to specify the Google sheet. This method is recommended because each spreadsheet has it's its own unique key. Using the key instead of the spreadsheet/worksheet name avoids issues that may occur if you have more than one spreadsheet with the same name.
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A few important notes:
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In this example we have a checkbook form where we want to initialize a field named CheckNum with the next sequential check book checkbook number when the form loads. Here is our Google spreadsheet:
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Here is the rule that reads the next sequential number from the spreadsheet and updates plus 1. Note this rule uses http headers to provide authentication information, access the Google sheet using the key, and passes the worksheet name as a query parameter. This is the recommended approach.
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