If you're new to form tools, Google Forms is a great option to test out because it's free. Functionality is very limited and the setup is a bit clunky to get the forms into Workhub, but we can't fault Google too much since they're offering this for free. If you find the setup confusing, try out a free trial of any of the other form tools in our knowledge base.
Build your Google Form
First, create a Google account. If you're working with an organization's Google account, log into the account. Navigate to Google Forms and on your start page, choose to Start a Blank Form.
Use the form builder to add your needed questions. The options for customization aren't extensive but there are still a good selection of options to choose from.
Link to Google Sheets
After you have finished adding fields, navigate to the Responses tab and click on the Link to Sheets option.
Rename the spreadsheet to your FormID=## from the form category in Workhub, then click Create.
A spreadsheet will automatically open in a new tab for you. You'll see columns for each of your created questions in the sheet. You don't need to change any fields within the spreadsheet, but you will need to tailor some settings.
Edit your Sheet Settings
To start making the needed changes, click the Extensions option along the top of the screen and choose Apps Script.
You will be brought to a blank project screen with space in the centre of the page for code. The text in that space needs to be replaced with this script. Your page should look like this:
This script sets up the functionality to send submission data to [email protected]. If you want to add multiple email addresses to be notified when the form is submitted, you can add any additional emails to the var email = "[email protected]" line within quotation marks and separated from the previous address by a space. Keep the semi-colon at the end of the line.
An example would be:
var email = "[email protected]", "[email protected]";
After adding that script and adding any other email addresses, be sure to click the Save icon to save your changes.
Once it's been saved, click on the Triggers option on the left side of the page, represented by a Stopwatch:
On the Triggers page, click the Add Trigger button in the bottom right corner of the screen.
Set the following options, being sure to alter the Select Event Type field to specify "on form submit" and altering the failure notification settings choice to suit your needs, and save your changes.
A failure message may appear if you have popups blocked. You will need to enable popups so that Google can confirm they have permission to email on your behalf.
You will also be taken through a security approval process to provide access for the Form itself to the email associated with the Google account. If you receive a notification saying Google hasn't verified your app, choose the Advanced option and choose to proceed to your Form.
Connect your Google Form to Workhub
Once your Form has been created, linked to a Google Sheet, and all the needed settings changes made, you can secure a link for your Workers to follow to fill in the form. To do so, head back to the spreadsheet page, click Tools, select Manage Form, and choose Go to Live Form.
A new tab will open for you with the live version of your Form. Simply copy and paste the URL from that page into the Online Form URL portion of your Form Details for your form within Workhub.
Possible Issues in using Google Forms
Some issues to watch out for as you start building more and more forms: if you copy forms and rename them to save time and remove questions within the form you must also remove the matching columns in the spreadsheet. The form will submit but the email won't go out because the script is confused by extra columns that aren't part of the form questions.
You can't have extra data in any of the cells on the spreadsheet outside of what the form populates. When the form is submitted the script will, again, be confused about extra cells that have data in them.
Sound a little confusing? It is Free :)