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How to organize your Sheetgo Forms
How to organize your Sheetgo Forms

Learn different configurations to optimize your forms layouts

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 4 months ago

Sheetgo Forms are a tool for collecting a variety of information and data easily. However, if a form is too long or repetitive, it might be difficult to fill it out. To prevent this, you can use Sheetgo configurations to optimize your forms and build a better layout.

Sections

Divide your form into different sections to separate fields by the type of information needed, making them more intuitive. Add specific descriptions for each section to explain the required information.

To add sections, use the following tags to the desired sheet columns:

[section: "Customer"]: Creates a form section with the specified title, rendered before the field/column where it was added. 

[sectionDescription: "Insert text here"]: Adds a description to the section. This only works if the section configuration is set.

On your spreadsheet, the configuration will look like this:

Name of borrower [section: "Borrower", sectionDescription: "Enter the name of the company that is borrowing an item"]

Item name [dropdown, section: "Itens", sectionDescription: "Select the item and specify the quantity that will be borrowed"]

Quantity

The final result will look like the image below.

Pages

If your form is too long or has different sections, use the [page] configuration. This separates fields into different pages while keeping all the data in the same spreadsheet. Add a tag to each column with the page label:

Question one

[required, page: “Personal data”]

Question two

[required, page: “Personal data”]

Question three

[required, page: “Invoice data”]

Question four

[required, page: “Invoice data”]

Alternatively, you can use a numeric sequence:

Question one

[required, page: 1]

Question two

[required, page: 1]

Question three

[required, page: 2]

Question four

[required, page: 2]

Either way, The final layout will show a series of dots at the bottom of the form, indicating the number of pages. Users can click Next to proceed to the next page.

Group

If your form has a series of repeatable fields you can use the [grouped] configuration. This will allow the user to submit several answers at once by duplicating the questions grouped and typing new answers independently from the previous one, without the need to add new columns to your spreadsheet. Each column with this tag will be grouped at the end of the form.

When someone fills out the form, each item of this repeatable group will generate a new line on the spreadsheet and the fields that are not grouped by this feature will have the same value appended to each new row.

For example, this can be used on an invoice form, which has fixed fields such as date, email, and name, and repeatable fields such as product, quantity, and price. Those repeatable fields be grouped by this configuration, allowing the user to submit several products at once.

On your spreadsheet, this configuration would look like this:

Invoice date * [default:today]

Client email address *

Client name

Item description * [grouped]

Item quantity * [grouped]

Item price * [grouped]

While the form layout will look like the image below.

The grouped fields will be placed inside a box, separated from other fields. To add a new set of fields, the user has to click the blue button at the top right corner.

Please note

You can pair the [grouped] configuration with [incremental] or [random]. Using one of these configurations inside a repeatable group assigns a different identifier to each response. Using them outside of [grouped] generates the same identifier for all answers, helping you track all submissions made together.

You can combine these strategies in a form. For example, use [random] to generate an ID for the whole submission and another inside a group to generate a unique ID for each item added to the form.

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