Creating your first Sheetgo Form may sound complicated, but it's straightforward. Set up a spreadsheet with the headers you want to turn into questions, add any configurations you need, and Sheetgo takes care of the rest. When someone fills out the form, their answers write directly to the spreadsheet, so you don't have to worry about data getting misplaced.

A form works with zero configurations: your headers alone become the questions. Configurations are the optional layer that controls how each question looks and behaves. Read How do Sheetgo Forms work? for the concept and Configure your Sheetgo Forms for the full reference.

Create a new spreadsheet in your Google Drive and give it a clear name.

In row 1 of the tab, type the column headers you want to use as questions in your form.

If you want the spreadsheet to stay the same but the question on the form to read differently, use the label configuration. It changes the question people see without affecting the header in your spreadsheet. For example:

This is how you set it in the spreadsheet.

And this is how it looks on your form.

This way you can keep headers that suit data processing in the spreadsheet while the form stays easy to fill.

Column formatting determines how form fields are presented. In Google Sheets, highlight the column, click the More formats button in the toolbar, and select an option. Format a date column as a date, for example, and the form shows a date picker.

You can also add data validation to give people a list to choose from. For example, highlight the Items column and apply data validation to create a list of products.

Configurations tell Sheetgo how your form should look. They're optional, and you write them between brackets inside the header cell of a column, like this:

Configure your Sheetgo Forms has the complete list of configurations. Here's an example of the configurations used in this spreadsheet.

Now that the spreadsheet is formatted, you can add it to a workflow. There are two ways to do it.

Click New Workflow in your workspace, then select the Blank workflow option.

Click Create a form to start your workflow with a form.

Go to Sheetgo and open the workflow where you want the new form. On the sidebar, click the + icon, then the New form button.

Either way, you reach the form configuration screen. Add a name and a description, then click + Select file to pick the source spreadsheet you formatted.

After finding the spreadsheet, specify the tab where the data is (remember, one form connects to one tab) and check the preview to make sure the form is set up correctly. If you need to make changes, go back to the spreadsheet, then click Refresh preview to update the information.

Below the preview you'll find Advanced settings:

Once you're finished, press Finish and save.

The new form has all the fields from your spreadsheet, with the formatting and configurations you set up in the previous steps.

Now you can share the workflow with your team members, who can access, fill out, and submit the form. Your spreadsheet updates automatically with the latest responses.