Sheetgo Forms are created using the formatting and data structure of existing spreadsheets.
They provide a user-friendly layout to collect information from people without giving them access to your spreadsheet. Whenever a form is submitted, the data is sent to your chosen spreadsheet.
Spreadsheet first
Forms are built based on the formatting and data needs of your spreadsheets. Each spreadsheet column is a field in your form. The information regarding each field is placed in the column headers. There, you add the field titles and customization using specific Sheetgo configurations.
For instance, to create a form with the fields "Name," "Email," and "Date of Birth." Just add this information to the column headers and they will automatically become the fields in your form.
The spreadsheet above will create a form that looks like this:
Formatting
Sheetgo will automatically recognize the column format and transfer it to your Forms. This includes options like:
Date and time
Currency
Data validation (Range of items, Checkboxes)
Following the previous example, formatting column C ("Date of Birth") as a date will change how this field is shown on the form.
After changing the formatting of column C, the field on the form will be shown as below, with a date field instead of a text box.
You can also adjust your form fields using a range of configuration options. These allow you to customize your form with special features, such as:
Having default values.
Hiding fields.
Locking fields so their content can’t be changed.
And much more.
For a complete list of all the configurable options, check out this article.
Edit and add new fields
To edit a form you just need to edit the corresponding spreadsheet headers. Creating a new field is just as easy, all you have to do is add a new column header.
After modifying fields, sync the form to reflect all the changes.
For a more detailed explanation, visit our guide on Changing and Syncing Forms
Following our example, if we add "Occupation" on the header of column D, our spreadsheet will look like this:
And after we sync the form, it will look like this:
Adding a new form to a Workflow
Adding a form to a workflow is the best and most secure way to collect data from people without giving them access to a spreadsheet.
To add a new form to an existing workflow, click the + icon on the sidebar and select New form.
Check out How to create a new form for more detailed instructions.
Form ownership is always assigned to the workflow owner. You won't own a form if you create it in a workflow that isn't yours.
Moving Forms between Workflows
To move a Form to another Workflow, open the Forms overview on the right of the Workflow. Open the menu for the desired form and select Move.
Select one of the available Workflows or create a new one.
Click Move to finish the process.
Share Forms with people not using Sheetgo
By making a form public, you can share it and receive input from users without needing them to log into Sheetgo. In addition, you can customize the form appearance making it unique and colorful.
To publish click the Restricted icon on the right corner of your form and follow the steps highlighted in this article.
Improve your workflow with Sheetgo forms
Sheetgo Forms offer great configurations and functionalities that ensure you collect the right type of data. This data is directly populated into the correct spreadsheet, allowing seamless integration into your workflow and automations. Customizable fields, data validation, and formatting options make data collection accurate and easy.
Sheetgo Forms can enhance your data management processes, maintain data integrity, and automate various tasks.
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