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

Learn different configurations to optimize your forms layouts

Eugenia Langen avatar
Written by Eugenia Langen
Updated over a week ago


The Sheetgo Form is a tool that can be used to collect a variety of information and data in an easy way. But, if your form is either too long or repetitive it might become difficult for a user or client to fill it out. To avoid this you can use some of Sheetgo configurations to optimize your forms and build a more streamlined layout.

Sections

You can divide your form into different sections, this will allow you to separate the fields by the type of information that you need, making them more intuitive to complete. You can also add specific descriptions for each sections, explain what type of information is needed to complete the section. To use this configuration, just add the following tags on the desired sheet columns:

[section: "Customer"]: Create a form section, the value is the section title. It is rendered in the interface before the field/column where it was added. 

[sectionDescription: "Insert text here"]: Allows to set a description to the section. It does not work if the configuration section is not 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 it has different sections you can use the [page] configuration. This will separate the question into different pages when showing the form, maintaining all the collected data in the same spreadsheet. To create the pagination you need to add a tag in 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”]

You can also use a numeric sequence instead of a name:

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 look the same, with a series of dots at the bottom of the form showing the number of pages. As the fields are completed the user can go to the next page by clicking on the Next button.

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 a client/user 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 of these new lines.

This configuration 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, that would be grouped by this configuration, allowing the user to submit more 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 are placed inside a box, separating them from the other fields. To add a new set of fields you just need to click on the blue button at the top right corner of the box.

Please note

You can pair the [grouped] configuration with the [incremental] or [random]. When you use one of these configurations inside a repeatable group, each response will receive a different identifier. If you use them outside of the [grouped] it will generate the same identifier for all the answers, like this you can easily track all the submissions that were made together.

You can combine both strategies in a form. For example, use the [random] the generate an ID for the whole submission. And one inside a group, that will generate a unique id for each item that the user has added to the form.

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