{"__v":11,"_id":"576d62ec4bcd290e004289b8","category":{"__v":21,"_id":"5614a5076ebd340d006a1bd0","pages":["5614a5086ebd340d006a1bd2","5614a68fb283fb0d00a487d5","5614aab0163a7d2100ab5f02","563301637b563e0d00904900","56330184b904a10d0032f797","563302048c9cda0d002526ff","5633020e62c48a0d00334df3","5633022c10b6040d0087946b","5633024010b6040d0087946d","5633026fb904a10d0032f799","5633034538f8aa0d00d31002","5633035062c48a0d00334df5","5633036949e16d0d00122537","5633037b38f8aa0d00d31005","5633038d38f8aa0d00d31007","5633039bb904a10d0032f79b","56330b63b904a10d0032f7a6","56330e587b563e0d00904908","56370adb0704070d00f06c0c","563bc913dfa1282b000dd33e","56ad51b279011b0d00c32aba"],"project":"5614a5066ebd340d006a1bcc","version":"5614a5076ebd340d006a1bcf","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-10-07T04:52:23.567Z","from_sync":false,"order":1,"slug":"reference","title":"Reference"},"parentDoc":null,"project":"5614a5066ebd340d006a1bcc","user":"5614a4b8b283fb0d00a487d3","version":{"__v":5,"_id":"5614a5076ebd340d006a1bcf","project":"5614a5066ebd340d006a1bcc","createdAt":"2015-10-07T04:52:23.031Z","releaseDate":"2015-10-07T04:52:23.031Z","categories":["5614a5076ebd340d006a1bd0","5614aa6253a1830d0098e962","5633048649e16d0d00122539","563305b08c9cda0d00252704","563305dc8c9cda0d00252705"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-06-24T16:42:20.489Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":8,"body":"**You can create data entry forms for any sheet.** Use this to:\n\n* Make data entry easier and quicker, for you and your team\n* Allow anyone to submit data to a sheet, without giving them access to the book itself\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/DOkvtHg9QeibQYK5pIcK_Screen%20Shot%202016-06-24%20at%201.52.29%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.52.29 PM.png\",\n        \"650\",\n        \"835\",\n        \"#517aac\",\n        \"\"\n      ],\n      \"border\": true,\n      \"sizing\": \"original\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding a form to a sheet\"\n}\n[/block]\nJust use the “Add Form” button. It will add a form to the sheet you're currently viewing. The new form starts off with all (eligible) fields. You can hide ones you don't want or further customize from there.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/seaU8gFTQ3KnFVfc8JO6_Screen%20Shot%202016-06-24%20at%201.38.00%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.38.00 PM.png\",\n        \"238\",\n        \"279\",\n        \"#2fa437\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Form name and description\"\n}\n[/block]\nLike other views, each form has a title and description—just click to edit. If you share the form (see below), these will also appear on the shared version, so they're a good place for instructions.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/LgGGrGK7SxeRLdohccD3_Screen%20Shot%202016-06-24%20at%201.36.48%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.36.48 PM.png\",\n        \"668\",\n        \"148\",\n        \"#427459\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Showing and hiding fields\"\n}\n[/block]\nWhen you create a form, it starts with all (eligible) fields; you can hide ones you don't want. If new fields are added to the sheet, they do *not* automatically get added to the form, you have to explicitly show them.\n\nTo hide a field, go to the menu next to the field name:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lCYc9y2RnmVz6ZIVHsbp_Screen%20Shot%202016-06-24%20at%201.09.49%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.09.49 PM.png\",\n        \"338\",\n        \"219\",\n        \"#31a440\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nTo show a hidden field, go to the same menu next to any other field. (If the field you're looking for doesn't show up here, it might not be available for the form—see the next section for details.)\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ti5lZweRaqkic6MtvnYD_Screen%20Shot%202016-06-24%20at%201.10.08%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.10.08 PM.png\",\n        \"627\",\n        \"243\",\n        \"#2f9836\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Which fields can show up in forms?\"\n}\n[/block]\nRight now, everything except:\n\n* Formula fields (since these are calculated, they don't take input)\n* Fields that are hidden in the underlying sheet. Unhide fields from the sheet to make them usable in a form.\n* Numeric-ID [name fields](doc:the-name-column)\n* Link fields that link to sheets with [multi-field names or numeric ID names]. This is a limitation we will remove in a future update.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Customizing field names and order\"\n}\n[/block]\nYou can give any field a custom name, just click to edit. You can also drag fields up and down to reorder them.\n\nThese customizations will *not* change the underlying sheet; they only affect the form.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/V2V7tuliRod5pwHPNODA_Screen%20Shot%202016-06-24%20at%201.15.36%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.15.36 PM.png\",\n        \"408\",\n        \"90\",\n        \"#b26138\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Required fields\"\n}\n[/block]\nYou can mark any field as required. (This will also make the field required on the sheet it belongs to.)\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lLcXXCC9Rtmm4nREs6tB_Screen%20Shot%202016-06-24%20at%201.18.01%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.18.01 PM.png\",\n        \"386\",\n        \"148\",\n        \"#309735\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Field types\"\n}\n[/block]\nForms use the [field types](doc:data-types) from the sheet they belong to. For instance, a date field in a form will automatically format any input as a date, and will not allow anything other than a date. You can change the type from the form:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/viuEwN87TDyNvzYi2k8r_Screen%20Shot%202016-06-24%20at%201.19.56%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.19.56 PM.png\",\n        \"500\",\n        \"90\",\n        \"#2da436\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Pick list dropdowns\"\n}\n[/block]\nAny field with Pick List type will display as a dropdown select menu:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8AJBe2bmR5e8Gts0qwJU_Screen%20Shot%202016-06-24%20at%201.22.46%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.22.46 PM.png\",\n        \"493\",\n        \"175\",\n        \"#519cf5\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Images and file attachments\"\n}\n[/block]\nAny field with [Image or File type](doc:images-and-file-attachments) will let you upload a file (or enter an URL from the web):\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/rDz5B8iQpqAkR53CHwFg_Screen%20Shot%202016-06-24%20at%201.44.58%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.44.58 PM.png\",\n        \"481\",\n        \"219\",\n        \"#a36c5a\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Multi-line text\"\n}\n[/block]\nAny field with type Text or Generic can allow multi-line text, in a bigger box:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7ve49wPRQGY3IvvddL7W_Screen%20Shot%202016-06-24%20at%201.48.19%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.48.19 PM.png\",\n        \"496\",\n        \"215\",\n        \"#31a33e\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Sharing the form (allowing submissions from anyone with the link)\"\n}\n[/block]\nYou can enable a shareable link for any form. Anyone with the link can submit data, without needing to sign in, and without having access to the rest of the book.\n\nTo share, go to the “Share” button and then choose the option for “This form”:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/K6i7dpHQ96EnW8xQeV1w_Screen%20Shot%202016-06-24%20at%201.31.36%20PM.png\",\n        \"Screen Shot 2016-06-24 at 1.31.36 PM.png\",\n        \"605\",\n        \"270\",\n        \"#2ca335\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Embedding a form on a blog or website\"\n}\n[/block]\nIf a form has been made public, you can also embed it on a blog or other website. Just copy and paste the embed code:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9f0fad5-Screen_Shot_2016-07-29_at_11.32.06_AM.png\",\n        \"Screen Shot 2016-07-29 at 11.32.06 AM.png\",\n        604,\n        506,\n        \"#a2b3c6\"\n      ],\n      \"sizing\": \"smart\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Who can access forms?\"\n}\n[/block]\n* Anyone with admin permissions on a book can create and customize forms.\n* Anyone with “edit rows” access can fill out forms and submit them (but not create or customize).\n* Anyone with “view only” access can see the form, but not fill it out or submit.\n\n[More about permissions](doc:sharing-and-collaboration#permissions)\n\nOf course, if the form is shared publicly, then anyone with the link can submit.","excerpt":"","slug":"forms","type":"basic","title":"Forms"}
**You can create data entry forms for any sheet.** Use this to: * Make data entry easier and quicker, for you and your team * Allow anyone to submit data to a sheet, without giving them access to the book itself [block:image] { "images": [ { "image": [ "https://files.readme.io/DOkvtHg9QeibQYK5pIcK_Screen%20Shot%202016-06-24%20at%201.52.29%20PM.png", "Screen Shot 2016-06-24 at 1.52.29 PM.png", "650", "835", "#517aac", "" ], "border": true, "sizing": "original" } ] } [/block] [block:api-header] { "type": "basic", "title": "Adding a form to a sheet" } [/block] Just use the “Add Form” button. It will add a form to the sheet you're currently viewing. The new form starts off with all (eligible) fields. You can hide ones you don't want or further customize from there. [block:image] { "images": [ { "image": [ "https://files.readme.io/seaU8gFTQ3KnFVfc8JO6_Screen%20Shot%202016-06-24%20at%201.38.00%20PM.png", "Screen Shot 2016-06-24 at 1.38.00 PM.png", "238", "279", "#2fa437", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Form name and description" } [/block] Like other views, each form has a title and description—just click to edit. If you share the form (see below), these will also appear on the shared version, so they're a good place for instructions. [block:image] { "images": [ { "image": [ "https://files.readme.io/LgGGrGK7SxeRLdohccD3_Screen%20Shot%202016-06-24%20at%201.36.48%20PM.png", "Screen Shot 2016-06-24 at 1.36.48 PM.png", "668", "148", "#427459", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Showing and hiding fields" } [/block] When you create a form, it starts with all (eligible) fields; you can hide ones you don't want. If new fields are added to the sheet, they do *not* automatically get added to the form, you have to explicitly show them. To hide a field, go to the menu next to the field name: [block:image] { "images": [ { "image": [ "https://files.readme.io/lCYc9y2RnmVz6ZIVHsbp_Screen%20Shot%202016-06-24%20at%201.09.49%20PM.png", "Screen Shot 2016-06-24 at 1.09.49 PM.png", "338", "219", "#31a440", "" ], "border": true } ] } [/block] To show a hidden field, go to the same menu next to any other field. (If the field you're looking for doesn't show up here, it might not be available for the form—see the next section for details.) [block:image] { "images": [ { "image": [ "https://files.readme.io/ti5lZweRaqkic6MtvnYD_Screen%20Shot%202016-06-24%20at%201.10.08%20PM.png", "Screen Shot 2016-06-24 at 1.10.08 PM.png", "627", "243", "#2f9836", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Which fields can show up in forms?" } [/block] Right now, everything except: * Formula fields (since these are calculated, they don't take input) * Fields that are hidden in the underlying sheet. Unhide fields from the sheet to make them usable in a form. * Numeric-ID [name fields](doc:the-name-column) * Link fields that link to sheets with [multi-field names or numeric ID names]. This is a limitation we will remove in a future update. [block:api-header] { "type": "basic", "title": "Customizing field names and order" } [/block] You can give any field a custom name, just click to edit. You can also drag fields up and down to reorder them. These customizations will *not* change the underlying sheet; they only affect the form. [block:image] { "images": [ { "image": [ "https://files.readme.io/V2V7tuliRod5pwHPNODA_Screen%20Shot%202016-06-24%20at%201.15.36%20PM.png", "Screen Shot 2016-06-24 at 1.15.36 PM.png", "408", "90", "#b26138", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Required fields" } [/block] You can mark any field as required. (This will also make the field required on the sheet it belongs to.) [block:image] { "images": [ { "image": [ "https://files.readme.io/lLcXXCC9Rtmm4nREs6tB_Screen%20Shot%202016-06-24%20at%201.18.01%20PM.png", "Screen Shot 2016-06-24 at 1.18.01 PM.png", "386", "148", "#309735", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Field types" } [/block] Forms use the [field types](doc:data-types) from the sheet they belong to. For instance, a date field in a form will automatically format any input as a date, and will not allow anything other than a date. You can change the type from the form: [block:image] { "images": [ { "image": [ "https://files.readme.io/viuEwN87TDyNvzYi2k8r_Screen%20Shot%202016-06-24%20at%201.19.56%20PM.png", "Screen Shot 2016-06-24 at 1.19.56 PM.png", "500", "90", "#2da436", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Pick list dropdowns" } [/block] Any field with Pick List type will display as a dropdown select menu: [block:image] { "images": [ { "image": [ "https://files.readme.io/8AJBe2bmR5e8Gts0qwJU_Screen%20Shot%202016-06-24%20at%201.22.46%20PM.png", "Screen Shot 2016-06-24 at 1.22.46 PM.png", "493", "175", "#519cf5", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Images and file attachments" } [/block] Any field with [Image or File type](doc:images-and-file-attachments) will let you upload a file (or enter an URL from the web): [block:image] { "images": [ { "image": [ "https://files.readme.io/rDz5B8iQpqAkR53CHwFg_Screen%20Shot%202016-06-24%20at%201.44.58%20PM.png", "Screen Shot 2016-06-24 at 1.44.58 PM.png", "481", "219", "#a36c5a", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Multi-line text" } [/block] Any field with type Text or Generic can allow multi-line text, in a bigger box: [block:image] { "images": [ { "image": [ "https://files.readme.io/7ve49wPRQGY3IvvddL7W_Screen%20Shot%202016-06-24%20at%201.48.19%20PM.png", "Screen Shot 2016-06-24 at 1.48.19 PM.png", "496", "215", "#31a33e", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Sharing the form (allowing submissions from anyone with the link)" } [/block] You can enable a shareable link for any form. Anyone with the link can submit data, without needing to sign in, and without having access to the rest of the book. To share, go to the “Share” button and then choose the option for “This form”: [block:image] { "images": [ { "image": [ "https://files.readme.io/K6i7dpHQ96EnW8xQeV1w_Screen%20Shot%202016-06-24%20at%201.31.36%20PM.png", "Screen Shot 2016-06-24 at 1.31.36 PM.png", "605", "270", "#2ca335", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Embedding a form on a blog or website" } [/block] If a form has been made public, you can also embed it on a blog or other website. Just copy and paste the embed code: [block:image] { "images": [ { "image": [ "https://files.readme.io/9f0fad5-Screen_Shot_2016-07-29_at_11.32.06_AM.png", "Screen Shot 2016-07-29 at 11.32.06 AM.png", 604, 506, "#a2b3c6" ], "sizing": "smart" } ] } [/block] [block:api-header] { "type": "basic", "title": "Who can access forms?" } [/block] * Anyone with admin permissions on a book can create and customize forms. * Anyone with “edit rows” access can fill out forms and submit them (but not create or customize). * Anyone with “view only” access can see the form, but not fill it out or submit. [More about permissions](doc:sharing-and-collaboration#permissions) Of course, if the form is shared publicly, then anyone with the link can submit.