Google Sheets Actions

The Google Sheets action maps field data from a form to an external Google Sheet document. The Form Builder has control over what data is saved to which column within the document. This action can be very useful if an ongoing report is needed to track submission data from a form to a spreadsheet.

Before the Google Sheet action can be used, a Google Integration must first be established before the Action can connect with the user's Google Drive.

Click Here to establish a Google Integration with a Form.io project.

Click Here to enable Google Drive

Settings

Sheet ID: The ID of the Google Sheet being used. The ID is the string of characters found in the URL endpoint of the Google Sheet document.

Worksheet Name: Name of the Worksheet, or tab, within the Google Sheet document. By default, the name will be Sheet1

Start Row: The row the data will start to merge into. By default, this is set to 2 accounting for row 1 is reserved for the field headers.

Google Sheet Fields: The setting fields here represent the fields on your form. Each field can be mapped to a column represented by the letter header within the Google Sheet document.

External ID Type: The name to store and reference the external Id for this action. This is useful when using several Google Sheets actions and should specify a unique External Id Type to each Google Sheet action to avoid undesirable results.

Walkthrough

To set up integration between a form and a Google Sheet document, you will first need to establish the Google Drive integration. After the integration is complete, add a Google Sheets action to the form.

On the Actions tab, select “Google Sheets” from the Action list.

Open the Google Sheet you wish to use and copy the Spreadsheet ID (string of characters found in the Spreadsheet URL) and Sheet Name (name of the tab within the sheet).

Paste the Sheet ID and Sheet Name within the Action. Next, map the fields on your form to columns in the Sheet. You can find Spreadsheet keys at the top of Spreadsheet columns. For each field, specify the column key you wish to map the data to e.g. adding ‘A’ in [First Name] field will post the submitted data for that field in Column A of the spreadsheet.

Now it’s time to test our settings. Go to the view tab of your form and submit the form with relevant data in the fields.

You should see the field titles are automatically created in the Google Spreadsheet and the correct form data is added to the columns configured in the action form fields. Any additional form submissions will add data to the subsequent rows.

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