frevvo Latest - This documentation is for frevvo v10.0. Not for you? Earlier documentation is available too.
frevvo provides wizards and a Google Connector that support easy direct connectivity with Google Sheets. You'll need a Google account and a frevvo account. Each time someone uses and submits your form, a new row is added to your Google sheet.
Let’s look at the most basic and common use case. You have a form and you want to collect your submissions in a Google Sheet.
If you do not have an access token for your Google Account, perform this one time step.
Follow these steps to obtain your Google Account token. Login to your Google Account Go to: Cloud customers: https://app.frevvo.com/google/consent Click Allow if you see a screen like the one below (Google often updates their UI so this may differ from what you see). Copy the access token. Save it to a safe location, you will use it when configuring your forms/workflows.
Login to your Google Account
Cloud customers: https://app.frevvo.com/google/consent
Create a simple example contact form with a few fields. If you need help creating a form, check out the Quick Demo and Form Designer tutorial videos on our website.
Make sure the column header names match the Name property of each control. You can view the spreadsheet we created for the form above at this link (it’s read-only). You cannot have a blank column header, as this will cause the connector to send data to the right of that blank column. If you need to skip a column, give it some column header such as "Leave Blank." Ensure that there are no protected cells or ranges in the rows the connector will write to.
Notice that the column names are Name, Email, Street, City etc. The Name property of the corresponding control in the form is set to match exactly.
The column name on a Google sheet must match the control name. The matching is case-insensitive and any spaces in the column name are ignored. A control named "FirstName" matches a column header "first name."
You can also save form data to Google sheet using the Activity Doc Action Web Hook on any workflow step.
Construct the URL. Replace the items in <> with your Sheet information and login credentials. Note the /w/ for worksheet name, which is different from /wsname/ used when updating sheets via business rules.
<Spreadsheet Key>/w/<Sheet Name>?user=<email>&password=<OAuth Token>
Test your Workflow. The data will post to the Google spreadsheet when the user of the step clicks Continue.
You may see the error message "An unknown error has occurred" when selecting your Google sheet from the dropdown after you log into the wizard with your Google account and access code. To prevent this, set the Share permission for your Google Sheet to private then run the Save to Google Spreadsheet wizard. Change the share permission to public once the wizard is completed. Click here for other reasons this error may occur.