PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Integrate with Google Sheets

Connect an online form to Google Sheets and each submission is added to a spreadsheet automatically. This article walks through the setup.

Integrate with Google Sheets

  1. On the Dashboard, hover over the form, click the Settings (gear icon) at the top right, then click Manage Form.

    Open Manage Form from the Dashboard gear icon

  2. In the left sidebar, click Integrations.

  3. Find the Google Sheets card and click Connect.

    Click cloud drive

  4. Follow the on-screen prompts to grant PlatoForms access to your Google account.

  5. Once successfully connected, you’ll see two fields on the panel:

    Google sheets upload settings

  • Select a Google Sheets: Choose a spreadsheet that PlatoForms created earlier from the dropdown list, or click Create a new Google Sheets to generate a new one. Spreadsheets you created yourself in Google Sheets are not listed: only spreadsheets created by PlatoForms can be connected.

    Select a Google Sheet

    If you create a new Google sheet, its name will match your online form’s title in PlatoForms. Once a spreadsheet is selected, you’ll see a field called Select a Sheet where you can choose a particular sheet within it to store all the data submitted through the form.

  • Fields To Google Sheets: These are the submission fields that will be uploaded to your Google Sheets. Use the Change Fields option to select or deselect them as needed.

  1. Click Save to apply your settings.

With these steps completed, all new form submissions will be automatically saved into your designated Google Sheet.

How the sheet is filled

  • PlatoForms does not write a header row. Type your own column titles in row 1; new rows are added below the last row of data.
  • Each submission adds one row. When a submission is edited and submitted again, a new row is added and the earlier row is not changed; the revision column tells them apart.
  • Fields added to the form later are not ticked in Change Fields. Tick them and click Save, then publish the form again, for their values to be sent.
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