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Google Connector Spreadsheet Tutorial
Submissions can be saved directly into Google Sheets. For complete details on using Google Drive with please see Connection to Google.
This tutorial will walk you through the steps for connecting a form to a google sheet. By the end of this tutorial you will have a form that creates a new row in your google sheet each time someone submits your form.
We'll take you through the process from the start -- logging into a google account and creating a spreadsheet; to the end-- using your form and seeing the submission written to your Google Sheet.
On this page:
Prerequisites
- A Google account. If you don’t have one, create a Google account here.
- A account. If you don’t have one sign up here online.
Create a Google Spreadsheet
Login to your Google account on http://drive.google.com. If you don't have an account, you can create one now.
Create a new Google spreadsheet. Click the NEW button and select Google Sheets.
This will open a new blank spreadsheet. You can save it to any name you wish. We called ours "Birthday List".
The first row of the spreadsheet is where you put your column header names. Use these names:
- firstname
- lastname
- birthday
- gift suggestion
- phone
It is recommended that you set the Share permission for your Google Sheet to private until you run the Save to Google Spreadsheet wizard. Change the Share permission to public once the wizard is completed.
Create a Form
Login to your account on http:/app.frevvo.com. Or if you are using an In-house installation login there.
Create a new form by clicking in the Forms Home Page. See Getting Started if this is your first time using . This launches the New Form Wizard. Select the "Blank" template and click "Finish".
This opens the Form Designer where you can drag/drop new controls onto your form.
Drag/Drop controls from the Palette to the Form Designer canvas (the palette and drag/drop is explained in detail here. Add a control for all 6 spreadsheet columns. We used a date control for the birthday column and an email address for the email column. This improves the form by enforcing that the user musts enter a valid date and email address.
Naming Controls
Every control has a Label Property. This is the label you see on the form such as “First Name”. Every control also has a Name Property. To map a form control to a spreadsheet column, name your control the same name you used for your spreadsheet column.
Google sheet column names are not case sensitive. So a column name “First Name” is equivalent to a column named “first name”. Also spaces in the column name are ignored. So “first name” is equivalent to "firstname".
Google Sheet Wizard
The final step is to use the wizard to connect the form's submission to your Google spreadsheet.
- Ensure the Share permission for your Google Sheet to private.
- Click the what happens to my data icon in the form designer's toolbar.
- The wizard launches and you will see three tabs labeled "Doc Actions", "Additional Email" and "Doc URIs".
- Select the "Doc URIs" tab.
- Click the "Save Submission to a Google Spreadsheet" button
This launches the Google Spreadsheet wizard.
- Enter your Google account username and the access token for your account, Click the login button. If you see the message "Invalid Credentials" click here for the solution.
- A Spreadsheet dropdown appears listing all the spreadsheets in your Google account
- Select the Birthday List
- Finally select the worksheet Sheet1
- Click Finish on the Wizard
- Change the Share permission for your Google Sheet to public.
Test the form
Now you are ready to test your form. Click the save and exit icon in the form designer. You’re back to the Forms Home Page. Click the “Test” button.
This launches your form. Before we submit the form lets take a look at the contents of our Birthday List Google spreadsheet. It contains one row of data.
The test button opens your form for use. Fill in the form fields. Note that ensures that when you enter values into certain fields such as the Email Address, that the value you enter is in fact a valid email address. It will warn you and prevent you from submitting the form if your address is bad.
Submit the form and look at your Birthday List spreadsheet again.
Congratulations!
Your form submission should appear in your spreadsheet. Please check out the forum and add comments and questions there.