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How to create a new Sheetgo form
How to create a new Sheetgo form

Learn how to create a Sheetgo form and add it to your workflow

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

Creating your first Sheetgo form may sound complicated, but all you need to do is set up your spreadsheet with the data that you want in each field, add any configuration you think is necessary and Sheetgo will take care of the rest. When the form is done any new submission will be added directly to the spreadsheet so you don't have to worry about the data getting misplaced.

Format your spreadsheet

1. Open a new spreadsheet

First, create a new spreadsheet on your Google Drive. Make sure you label your spreadsheet clearly.

2. Create your field titles

In the top row of your spreadsheet, you can begin creating the titles you wish to use as fields in your new form. Begin by adding the name or subject of your desired fields in each column.


If you want the spreadsheet to remain the same but the information displayed on the form to change, then you can use the label configuration. This allows you to change the displayed question on the form without affecting the spreadsheet.

Here’s how this is configured in the spreadsheet.


And here is how it looks on your form.


This way you can have your form ask the questions while your spreadsheet retains its original state.

To learn more about Sheetgo form configurations please check out this article.

3. Format your columns

Now you can format your columns to determine the format of your form fields. Here we can apply the format feature within Google Sheets to format columns such as Date and Time. Simply highlight the column, click the More formats button located in the toolbar, and select your desired format.


You can also add data validation to the columns that you wish to have listed. For example, you can highlight the Items column and apply data validation to create a list of products.


4. Add configurations

Now we can add additional configurations to your columns to tell Sheetgo what your form should look like, at this link you can see a list of all configurations. Type your chosen configurations between brackets, e.g. [hidden] within the header cell of each column.

Here is an example of the configurations I will use in this spreadsheet.


5. Add form to your workflow

Now that your spreadsheet is formatted correctly, you can add it to your workflow.

Add form via blank workflow

Click on New Workflow on your workspace, and select the Blank workflow option.

Click on the Create a form option to start your workflow from your forms.

Add form to an existing workflow

Head to the Sheetgo web app and open the workflow to which you wish to add your new form. On the sidebar click on the + icon and later on the New form button.

No matter how you create the form, you will reach the form configuration screen, which is where you can add a name and description to your form and select the source spreadsheet (+ Select file) that you've configured to be used on the form.

After you find the spreadsheet specify the tab where the data is and check the preview to be sure the form has the setup you need. If you need to make any changes go back to the spreadsheet and later click on Refresh preview to update the information.

Below the preview you can find some advanced options​:

Responses destination: As default, Sheetgo automatically allocates the response destination as the same source spreadsheet. To change this, simply disable the toggle Same as source in the Response destination section and add the new destination file.

Publishing settings: You can opt to publish your form to the web, this will create a link that you can easily share with other people. Check this article to learn more about these settings.

Confirmation message: You can also set up a confirmation message for successful submissions by clicking the Advanced setting and inputting the message.

Once finished, press Finish and save.

As you can see, after uploading the example spreadsheet, our new form has all the fields with the correct formatting transferred from both the previous formatting and configuration steps.


Now you can share the workflow with your team members where they can access, input, and submit a form, and your spreadsheet will automatically update with the latest responses.


Need more help?

Contact us via chat, on our email ([email protected]), or send us a ticket!

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