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Google Workspace Connection Overview
Google Workspace Connection Overview

Simplify record-keeping and improve form accessibility. Our Google Workspace integration includes Google Drive & Google Sheets

Updated over a week ago

Google Workspace is a collection of collaboration and productivity apps.

The GoFormz-Google Workspace connection enables you to upload Forms and Form data into the available apps.

Create a Google Workspace Connection to make use of the available automations. Next, you can configure the available actions. The available actions include Uploading a file to Google Drive and Adding or Upserting rows to Google Sheets.

Upload File to Google Drive

Send Forms or images submitted by your Form User directly to your Google Drive account with the Upload File action.

Note: Before you can setup the Upload File action, you must setup an Export Form to PDF or Get Form Images action.

Screenshot display of the Upload File to Google Drive action in the GoFormz web app.

Configuration of the Upload File action requires that you configure your Connection and File(s). Additionally, you can configure the Google Drive Folder, Path, and Unique Identifier for this action.

Connection

Connection is a drop-down menu listing your available Google Workspace connections. Your Google Workspace connections determine the options available to you here.

You can also add a new integration when you click + Add Connection in the Connection drop-down menu.

Screenshot displaying the location of the + Add Connection option in the Connection drop-down menu.

Drive

Select the Google Drive account you want your files saved to with the Drive configuration.

If you leave this option blank your files will upload to your personal Google Drive account by default.

Folder path

Your Folder Path determines the Google Drive delivery folder for your received files.

Note: If your specified Google Drive folder does not already exist, your Folder Path will automatically create a new folder.

You can assign Workflow Variables as your Folder Path. When you do so, your completed Form will save to a subfolder based on your designated variables.

Each trigger within your Folder Path will create a nested subfolder within your GoFormz folder in Google Drive. Consider the following Folder Path:

Shared/GoFormz/#{trigger.Customer}/#{trigger.formName}.pdf

In this Folder Path:

  • #{trigger.Customer} references the Customer Name Form field.

  • #{trigger.formName} references the Completed Form Name Form field.

When a Form related to this Folder Path is completed, you will find nested folders in your GoFormz folder matching each Customer and Completed Form Name.

EXAMPLE

Stevie's Construction (Customer Name) completes an Inspection Form (Completed Form Name).

In your GoFormz folder, you will find a subfolder labeled Stevie's Construction. In this subfolder, you will find another subfolder labeled Inspection Forms.

File(s)

Your File(s) configuration references your output and associated action steps.

If you include multiple file actions, then you will see multiple File URLs. These file's will be separated by the '|' character, which is called a 'vertical bar' or 'pipe.'

When using a recipe, the File(s) configuration is automatically defined. When building your own Workflow, you select the files you want using the File(s) drop-down menu.

Unique Identifier

The Unique Identifier configuration creates a new version of an uploaded file when a file with a matching value already exists in your Google Drive account. Unique Identifier is an optional setting.

Using Unique Identifier, if a Form is completed multiple times, then each new completion results in a new version of that Form uploaded to Google Drive.

Manage your Unique Identifier in the Advanced section of the Upload File configuration.

Add Row to Sheet in Google Sheets

The Add Row to Sheet action adds data as a new row at the end of your existing Google Sheet.

Note: This action does not use a Unique Identifier to map existing data.

Screenshot display of the Add Row to Sheet in Google Workspace action in the GoFormz web app.

Connection

Connection is a drop-down menu listing your available Google Workspace connections. Your Google Workspace connections determine the options available to you here.

Spreadsheet

The Spreadsheet drop-down menu indicates the Spreadsheet Workbook where your new rows are added.

Worksheet

Worksheet indicates the specific sheet tab where your new rows are added.

Column mapping

Map your Worksheet Column Name from Google Sheets to your Worksheet Cell Value with Column Mapping.

Your Worksheet Cell Value can be a specific number, or a specific Field from your Template using Workflow Variables.

Upsert Row to Sheet in Google Sheets

Upsert Row to Sheet uses a Key Value to determine whether Form data will be added as a new row or used to update an existing row in Google Sheets.

Screenshot display of the Upsert Row to Sheet in Google Sheets action in the GoFormz web app.


This action requires that you configure your Connection, Spreadsheet, Worksheet, and Column Mapping.

Connection

Connection is a drop-down menu listing your available Google Workspace connections. Your Google Workspace connections determine the options available to you here.

Spreadsheet

The Spreadsheet drop-down menu indicates the Spreadsheet Workbook where your new rows are added.

Worksheet

Worksheet indicates the specific sheet tab where this action delivers your new rows.

Column mapping

Map your Worksheet Column Name from Google Sheets to your Worksheet Cell Value with Column Mapping.

Your Worksheet Cell Value can be a specific number, or a specific Field from your Template using Workflow Variables. Identify whether you want to add a new row or update an existing row when you specify a column as your Key Column.

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