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 forms frevvo 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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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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frevvo101:Obtain an Access Tokenfrevvo101:
Obtain an Access Token
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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.Image Modified



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

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