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How do Sheetgo forms work?
How do Sheetgo forms work?

Learn what a Sheetgo form is and references for creating, editing, and adding one to your workflow

Vitor Mazon avatar
Written by Vitor Mazon
Updated over a week ago

Sheetgo forms use the formatting and data structure of your spreadsheet to generate a visual layout that allows you to collect information from other people without having them access your spreadsheet directly. Whenever a form is submitted, the data is sent to your chosen spreadsheet, where it can be used for other purposes.

Spreadsheet first

Forms are built based on the formatting and data needs of your spreadsheets. Each column within the spreadsheet relates to a field in your form. The information regarding each field is placed on the headers of the columns, it's on the headers where you will add the title of each field and personalize the field using Sheetgo's configuration.

For instance, if you need a form with the fields "Name," "Email," and "Date of Birth," you need to add this information to the headers of the columns and they will automatically become the fields in your form.

A spreadsheet that looks like this:

Will create a form that looks like this:

Formatting

Sheetgo will automatically recognize the format of your columns and transfer the formatting to your forms. This includes options like:

  • Date and time

  • Currency

  • Data validation (Range of items, Checkboxes)

Following the example above, if we format column C, "Date of Birth" as a Date, this will change how this field is shown on the form.

After we change the formatting of column C the field on the form will show as below, with a data option instead of a field where the answer should be tipped.

You can also adjust your form fields using a range of configuration options. These allow you to further customize your form with special features, such as having a default value that is inputted automatically, hiding a field on your form, locking the field so its 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

Since they are built from your spreadsheet, to edit your forms you need to edit the values on the headers of your spreadsheet. To create a new field, simply type the title or subject of your field in a column. After adding, removing, or changing all your fields, you need to sync the form to update it with the new configuration.

For a more detailed explanation of how to do this, you can visit our guide on Changing and Syncing forms.

Following our example, if we add new information on the header of column D, such as "Occupation", our spreadsheet will look like this:

And after we synch the form it will look like this:

Add a form to your workflow

Adding a form to your workflow is the best and most secure way to collect data from other people without having them access your spreadsheet directly. After the data is inputted into your spreadsheet you can use this spreadsheet as the source for any type of automations you need. Since Sheetgo doesn't change the data on the source file you don't have to worry about losing this information, the original form submission will stay safe and sound on the spreadsheet that you created for them.

To add a new form to an existing workflow just to go the + on the sidebar and click on New form.

Remember that before adding the form to your workflow you need to properly set the fields and configurations on your spreadsheet. You can check this article for a detailed view of how to create a new form.

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 a Sheetgo account. In addition, you can customize the appearance of the form itself so it is unique and colorful.

To publish click on 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 a robust set of 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 help streamline data collection and ensure accuracy. By using Sheetgo forms, you can enhance your data management processes, maintain data integrity, and automate various tasks efficiently.

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