Creating your first Sheetgo Form may sound complicated, but it's straightforward. Just set up your spreadsheet with the headers you want to turn into form fields, add any necessary configuration, and Sheetgo will take care of the rest. When the form is filled, data will be added directly to the spreadsheet, so you don't have to worry about it getting misplaced.

1. Open a new spreadsheet

First, create a new spreadsheet on your Google Drive. Make to give it a clear name.

2. Create your field titles

In the top row of your spreadsheet, include the column headers you wish to use as fields in your new form.

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.

This is how to configure it in the spreadsheet.

And this is how it looks on your form.

This way, you can tweak your form to make it easier to fill while labeling the spreadsheet to process data.

3. Format your columns

Format your columns to determine how form fields are presented. To do this in Google Sheets, highlight the column, click the More formats button in the toolbar, and select an option.

You can also add data validation 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

Add configurations to your columns to tell Sheetgo how your form should look. These configurations are set 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 the spreadsheet is formatted correctly, you can add it to your workflow.

Click New Workflow on 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 wish to add your new form. On the sidebar, click the + icon and then the New form button.

No matter how you create the form, you'll reach the form configuration screen. Here, you can add a name and a description, and select the source spreadsheet (+ Select file) that you've configured to create the form.

After finding the spreadsheet, specify the tab where the data is and check the preview to ensure the form is set up correctly. If you need to make changes, go back to the spreadsheet and click Refresh preview to update the information.

Below the preview, you'll find Advanced settings:
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Responses destination: As default, Sheetgo automatically allocates the response destination as the same source spreadsheet. To change this, under Responses destination, turn off the toggle Same as source and add the new destination file.

Publishing settings: You can publish your form to the web, creating a link you can easily share. Check this article to learn more about these settings.

Confirmation message: Set up a message for successful submissions.

Once finished, press Finish and save.
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After uploading the example spreadsheet, our new form has all the fields with the correct formatting transferred from the previous formatting and configuration steps.

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