Embedded Files
Google Forms + Google Docs Integration
Google Forms + Google Docs Integration
Publish new Google Docs or append published Google Docs into another document from Google Form submission.
What is Form Director?
What is Form Director?
Form Director is a Google Workspace 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 Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is Google Docs?
What is Google Docs?
Google Docs brings your documents to life with smart editing and styling tools to help you easily format text and paragraphs.
With Google Docs, you can write, edit, and collaborate wherever you are.
Google Forms to Google Doc: Use Case(s)
Google Forms to Google Doc: Use Case(s)
> Publish as document or PDF into Google Drive using Form Director.
> Publish as document or PDF into Google Drive using Form Director.
> Append published document into another document using Form Director.
> Append published document into another document using Form Director.
Google Forms
Google Forms
Publish/ Append Documents on Form Submit
Publish/ Append Documents on Form Submit
Form Director
Form Director
Google Docs
Google Docs
Demo Video: How to generate Google Docs & PDFs from Google Form Submission?
Demo Video: How to generate Google Docs & PDFs from Google Form Submission?
Service: Publish Document
Service: Publish Document
Publish Document creates a new Document by filling value from your form to your templated document
Provide a name to your service
Choose Google Document from the list of apps.
Choose Publish Document from the list of services.
Setting up Publish Document Service
Setting up Publish Document Service
Create or Choose the templated document that you want to fill in with Form data.
You should have templated fields in the selected document in ${field} format.
Form director automatically identifies the templated fields that are in your document and make it ready to map with form fields.
You can open the selected document and add fields by clicking on open button next to Document 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 use folder from previous service results if you want to use previously created folder as destination folder from service result on Google Documents
The published document can be shared automatically with multiple email recipients with given permissions like edit or view .
Setup Mapping
Setup Mapping
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of Document fields is to be done in order to publish your new document 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.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
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.
Finish Setting up
Finish Setting up
Save service
You are all set to publish document on your Google Form submission.
Submit Google Form
Your published document will be saved in Google Drive.
Published Document
Published Document
Templated Document
Templated Document
Published Document
Published Document
Service: Append Document
Service: Append Document
Append Document adds your generated document to an already existing document.
Append Document adds your generated document to an already existing document.
Provide a name to your service
Choose Google Document from the list of apps.
Choose Append Document from the list of services.
Setting up Append Document Service
Setting up Append Document Service
Choose the templated document that you want to fill in with Form data.
You should have templated fields in the selected document in ${field} format.
Form director automatically identifies the templated fields that are in your document and make it ready to map with form fields.
You can open the selected document and add fields by clicking on open button next to Document name.
You can get the newly added fields by clicking on the refresh button.
Choose the Document to append your templated Document.
Check the textbox if you need page break while appending.
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 use folder from previous service results if you want to use previously created folder as destination folder from service result on Google Documents
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.
NOTE : You are writing your form data in a copy of your document. Not in your original document.
Setup Mapping
Setup Mapping
Click Edit Email Template and edit the template as required.
Select the type of attachment you need to send with email.
Mapping of form fields to that of Document fields is to be done in order to publish your new document 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.
You can embed image file into Google Docs from File upload option in form field.
Check Insert as Image checkbox if image needs to be uploaded.
Select the required Height and Width required.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
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.
Finish Setting up
Finish Setting up
Save service
You are all set to publish document on your Google Form submission.
Submit Google Form
Your published document will be saved in Google Drive.
Appended Document
Appended Document
Once the form is submitted the templated document will be appended.
The newly created appended document will be stored in drive. The newly created appended document looks like this.
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