How do I create a new Sheetgo Form?
Creating a form may sound complicated, but with Sheetgo you can build one from beginning to end directly from your spreadsheets, making sure your data is consistent.
Here is a step-by-step guide for creating forms.
1. Open a new spreadsheet
First, create a new spreadsheet on your Google Drive. Make sure you label your spreadsheet clearly.
2. Create your field titles
In the top row of your spreadsheet, you can begin creating the titles you wish to use as fields in your new form. Begin by adding the name or subject of your desired fields in each column.
If you want the spreadsheet to remain the same but the information displayed on the form to change, then you need to use the label function. This allows you to change the displayed question on the form without affecting the spreadsheet.
Here’s how this is configured in the spreadsheet.
And here is how it looks on your form.
This way you can have your form ask the questions while your spreadsheet retains its original state.
3. Format your columns
Now you can format your columns to determine the format of your form fields. Here we can apply the Format feature within Google Sheets to format columns such as Date and Time.
Simply highlight the column, click the More formats button located in the toolbar, and select your desired format.
You can also add data validation to the columns that you’d wish to have lists. For example, I can highlight my Items column and apply data validation to create a list of products.
4. Add configurations
Now we have to add additional configurations to your columns to tell Sheetgo what your form should look like, here is a list with all configurations.
Simply type your chosen configurations between brackets, e.g. [hidden] within the header cell of each column.
Here is an example of the configurations I will use in this spreadsheet.
5. Add form to your workflow
Now that your spreadsheet is formatted correctly, you can add it to your workflow.
Add it via the Get Started page
Click on New Workflow on your workspace. On this new page, you can click on Create and publish forms to start the form creation process.
Add it to an existing workflow
Head to the Sheetgo web app and open the workflow to which you wish to add your new form. Under the Forms section, press Create new form.
No matter how you created the form, you will reach the form configuration screen.
On this new screen you can add a name and description to your form, as well as configure where the responses go and if the form is public or not.
Sheetgo automatically allocates the response destination as the same source spreadsheet. To change this, simply disable the toggle Same as source in the Response destination section and add the new destination file.
You can also set up a confirmation message for successful submissions by clicking the Advanced setting and inputting the message.
Once finished, press Finish and save.
As you can see, after uploading the example spreadsheet, our new form has all of the fields with the correct formatting transferred from both the previous formatting and configuration steps.
Now you can share the workflow with your team members where they can access, input, and submit a form, and your spreadsheet will automatically update with the latest responses.