Quick Start: Forms and Form Views

Form views allow you to quickly create shareable and embeddable forms, where each form submission becomes a new row in the worksheet.

Forms enable you to collect responses and data from anyone whether or not they are Spreadsheet.com users, making them a powerful tool for compiling user or personnel databases, collecting signups for an event, soliciting feedback on a product or initiative, and more. Each worksheet can have multiple forms for multiple purposes.

When a user submits your form, Spreadsheet.com creates a new row in your primary sheet that captures the submitted information in the appropriate columns. 

Creating Form Views

Like all other view types, you can create a new Form view by opening the Views sidebar from the top navigation bar and clicking the + Form View button at the bottom of the sidebar.

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Configuring Your Form

After creating your new Form view, you can configure the form fields and the way it will appear to those it is shared with. In the examples below, we're creating a new form view in an Alumni Directory workbook so that new alumni can submit their information and be recorded in the directory worksheet.

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When creating a form, each column in your worksheet can be used as a form field. You can choose whether fields are hidden or visible, required or optional, and if they should have a default value. You can also configure column data types within the form designer, and add new columns as needed without switching back to a Sheet view.

You can add columns into your form as fields by dragging and dropping them from the Fields panel on the left side of the screen, or by clicking the + icon in the lower right corner of a selected field. From the Field settings panel on the right side of the screen, you can change the settings for each individual field in your form.

You can also brand your form with a custom logo and background color from the top of the form, as well as add text blocks for description elements.

Custom branding for forms is a premium feature available on Premium and Enterprise plans. To learn more about Spreadsheet.com's paid plans, see our suite of articles on Billing, Payment, and Credit.

At the bottom of the form view window, you can specify Submission behavior that will determine what happens on both the backend and frontend when a user submits your form. You can specify a confirmation message or redirect to a URL, allow users to resubmit a form or notify certain users that a form has been submitted.

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Additionally, you can enable Security measures like requiring reCAPTCHA for submission or restricting submissions to Spreadsheet.com users, as well as toggle Spreadsheet.com branding on and off.

Once you've configured your form, click the Open form button in the Views menubar to view a live preview of your form as it will appear to those you share it with.

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Sharing Your Form

When you're ready to share your form and begin collecting responses, you can do so by sharing it via a link, or embedding it in any third-party site or app that supports iframes. To access either option, click the blue Share form button in the Views menubar.

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The live form uses a simple responsive design by default, enabling it to work equally well across desktop and tablet browsers...

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...or mobile browsers:

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What happens when a form is submitted?

When a form is submitted, Spreadsheet.com creates a new row at the bottom of your worksheet that captures the submitted information in the appropriate columns. This works with all data types, including attachments, related rows, users, and more.

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In the next part of our Quick Start series, learn about working with Related Rows and Lookups ➡️.