Google Sheets

What is Form Director?

Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the G Suite Marketplace and Chrome Web Store. Please check installation instructions to install the add-on.

What is Google Sheets?

Google Sheets is a spreadsheet program included as part of a free, web-based software office suite offered by Google within its Google Drive service.

Google Sheets app allows users to create and edit files online while collaborating with other users in real-time. Edits are tracked by user with a revision history presenting changes.

Google Forms to Sheets: Use Case(s)

> Create records in three different Google Sheet accessible by three different teams for each form submission.

> Publish a google sheet

Google Forms

Collect records and send it to different teams

Form Director

Google Sheets

Service 1: Create Record



  • Select Google Sheet from the list of applications.
  • In order to create an event select Create Record or Publish Sheet under Service.


  • Choose or Create the templated sheet and sheet tab that you want to fill in with Form data.


  • You should have templated fields in the selected sheet in ${field} format.


  • Form director automatically identifies the templated fields that are in your sheet and make it ready to map with form fields.


  • You can open the selected sheet and add fields by clicking on open button next to sheet name.


  • You can get the newly added fields by clicking on the refresh button.


  • Choose or create a destination folder by clicking on the choose or create button.


  • You can define the name of the new file to be generated by typing in Generated File Name.


  • Switch on Share Generated Files if the generated files need to be shared.


  • Add the Recipient Email by clicking the "+" icon.


  • Add email from Form Fields also by clicking the "+" icon.


  • Add email from System fields also.

Setup Mapping


  • Click Setup Mapping to map app fields and form fields.



  • Click on the add icon to add new mapping


  • Once you have done mapping you can save the service


  • Note : Mapping should be done between app field and form field of same type.

Email Template


  • Click Edit Email Template and edit the template as required.
  • Click Pick Drive Files to attach files from drive to the mail required.



  • The Email Template looks like the following.
  • Enter your Email and customize the template.

Attachment


  • Click Pick Drive Files to attach files to Email.


  • Generate and attach the published file in whatever format you required.


  • The file generated can be converted to the required format by clicking the check boxes as required.

Finishing Setup

  • Save service

You are all set to create record on your Google Form submission.

  • Submit Google Form

Your published sheet will be saved in required folder in Google Drive.

Sample Generated Output

Service 2: Publish Sheet


  • Select Google Sheet from the list of applications.
  • Select Publish Sheet under Service.
  • Choose or Create the templated sheet and sheet tab that you want to fill in with Form data.


  • You should have templated fields in the selected sheet in ${field} format.


  • Form director automatically identifies the templated fields that are in your sheet and make it ready to map with form fields.


  • You can open the selected sheet and add fields by clicking on open button next to sheet name.


  • You can get the newly added fields by clicking on the refresh button.


  • Choose or create a destination folder by clicking on the choose or create button.


  • You can define the name of the new file to be generated by typing in Generated File Name.


  • You can define the name of the Sheet to be generated by typing in Generated Sheet Name.



  • Switch on Share Generated Files if the generated files need to be shared.


  • Add the Recipient Email by clicking the "+" icon.


  • Add email from Form Fields also by clicking the "+" icon.


  • Add email from System fields also.

Setup Mapping

  • Click Setup Mapping and setup the mapping.


  • Mapping of form fields to that of app fields is to be done in order to publish your new sheet with your form data


  • Click on the add icon to add new mapping


  • Once you have done mapping you can save the service


  • Note : Mapping should be done between app field and form field of same type.
  • Click Edit Email Template and edit the template as required.


  • Select the type of attachment you need to send with email.




  • The Email Template looks like the following.
  • Enter your Email and customize the template.
  • Click Pick Drive Files to attach files to Email.


  • Generate and attach the published file in whatever format you required.


  • The file generated can be converted to the required format by clicking the check boxes as required.

Finish Setting up

  • Save service

You are all set to publish sheet on your Google Form submission.

  • Submit Google Form

Your published sheet will be saved in Google Drive.

Sample published sheet