Capture order and distribute to 3 Departments

Use Case: Capture Order and distribute to 3 departments

Capture order and distribute it to project, engineering and logistics departments of the company via 'Google Sheets' on submission of Google Form .

Step 1: Prepare a Google Form

Prepare a Google Form that collects inputs such as Customer Name , Email , Invoice Id etc. See below for the Google Form.

Step 2: Configure Form Director

  • Configure Form Director with "Google Sheets" .

  • Install Form Director from Gsuite Marketplace
  • Open Form Director and select Google Sheets from the list of apps.
  • Switch on the Timezone Settings and select the appropriate timezone required.
  • Click on Setup timezone in form to setup the formfield with the selected timezone.
  • Switch on the Guests to add any guest details.

  • Click on Setup Mapping and assign the app fields to the corresponding form fields.

  • Switch on the Send Email to send successful email after submission of form.

  • Click on edit Email Template and customize your email template so that you will receive the notification mail according to the email provided in the template.

Step 3: Test the form

Test the form by submitting sample data on the form in step 2.

Adjust your Template, Form Director configuration for Fields mapping, Email templates etc., till you get to the perfection of output and email that you wanted.

Generated Sheets Output :

Project Department
Engineering Department
Logistics Department

Step 4: Roll it out.

Start using the Google Form and roll it out to other users or your audiences as appropriate.

That's it.

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