Our integration with Google’s G Suite allows GoFormz users to upload completed mobile forms to Google Drive, instantly update Google Sheets with form data, and even leverage Google Sheets data when filling out forms. These automations and efficiency features lead to incredible benefits, including:
The GoFormz-Google Suite integration enables users to automatically save completed forms to specific folders within Google Drive. GoFormz can even dynamically build a folder hierarchy, so that each newly completed form is automatically uploaded to the correct location, with new folders created as needed. For example, if a user completes a Work Order in the GoFormz app, the completed form could be instantly saved to an existing Google Drive folder for a specific project. The project folder can contain subfolders for specific types forms, as well as for Images captured within the forms. And if any of these folders and subfolders do not already exist, GoFormz can create them dynamically based on data from the completed form’s fields — e.g. if a folder does not already exist for a specific customer, a new one is created using the customer’s name from the form.
This simple workflow helps your team stay organized and save incredible amounts of time (no more delivering, scanning, or filing paper forms!).
Seamless automated data export
The GoFormz G Suite integration also extends to Google Sheets. This part of the integration allows you to instantly pipe your form data to a Google Sheet, eliminating the need for manual data rekeying and reducing opportunities for human error or missing data. You can even upsert data, using a column to determine whether the form data should be added as a new row, or used to update an existing row. For example, suppose you have a Google Sheet that keeps track of project status and progress, with each row representing a unique project. The Google Sheets integration can check if the project ID in the form matches any projects in the Sheet. If there is a match, then the existing project row will be updated with form data; otherwise, a new row will be created.
Simplified, real-time analysis
Once your form data is in Google Sheets, the sky is the limit! There are many applications, including business intelligence and data analysis tools, that can leverage Google Sheets as a data source. These applications can now be instantly updated with data collected from your mobile forms, allowing teams to more quickly access and analyze collected field data. One such example is the Google Data Studio app within the G Suite itself. Using a Google Sheets connection, data from completed forms is immediately reflected within your Data Studio dashboard charts and graphs, empowering your team with real-time data analysis that can be used to drive better business decisions.
Smart auto-fill capabilities
The first three benefits we covered focused on sending form PDFs and data from GoFormz to G Suite applications. Now, let’s explore the reverse: You can leverage data from a Google Sheet to auto-fill form fields, facilitating form completion and helping improve data accuracy.
For example, your GoFormz mobile form can host a Drop Down field with a customer list from a Google Sheet. Once a user selects a customer from a Drop Down, corresponding form fields — like the customer’s address, phone number, etc. — can automatically populate based on information in the Google Sheet. This is accomplished by synchronizing your Google Sheet with a GoFormz DataSource, ensuring that the DataSource is kept up to date with the latest changes in the Sheet. This DataSource is then used as a reference to auto-fill form fields as described above.
For more ways to automate and streamline your data capture and record keeping, check out this blog post.