Google Sheets

Google Forms + Google Sheets Integration

Publish Google Sheets from template or Create rows in Google Sheets from Google Form submission

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 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 (rows) in Google Sheets

> Publish Google Sheets from template

Google Forms

Publish or Create records on Form submit

Form Director

Google Sheets

Demo Video: How to Publish Google Sheets or Create rows from Google Form?

Service 1: Create Record (Row)



  • 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

Send your own customized emails on form submission to your audience.

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 template 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.


  • Select the template type single sheet or all sheet to be published.

  • If you select the single patter then select the sheet you wanted to publish.

  • If you select the all sheets then all sheets are automatically published.

  • 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 select the destination spreadsheet i.e new spreadsheet or existing.

  • If new user needs to enter spreadsheet name and sheet name. if user select existing one then user can enter only sheet name and it adds the published sheet into existing automatically.

  • User can create custom name by using options(vertical 3 dots icon)


  • Switch on use folder from previous service results if you want to use previously created folder as destination folder from service result on Google Sheets


  • 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