How to Use Google Forms to Create an Interactive Workflow

How to Use Google Forms to Create an Interactive Workflow

Google Kinds is the workplace workflow interface you did not know you wanted.

Google Kinds is not simply one other easy survey software. In its easiest kind, it may be used as a free information assortment software. With a bit of know-how, you possibly can unleash the mixed energy inside Google Kinds, Google Sheets, and Add-ons to create some highly effective workflows that will help you get extra executed within the workplace.

Why Create an Interactive Google Kinds Workflow?

Out of the field, Google Kinds lets you accumulate information and retailer every response as a row in a spreadsheet. Right here we are going to present you ways you should utilize the identical kind to work with that collected information so as to add data to an current row, or set off a course of.

That is helpful in any state of affairs the place that you must take motion on the information you accumulate as an alternative of simply reporting on it. An instance of that is while you use a kind to gather a request for a service that requires a response, approval, or another motion. As an alternative of manually manipulating every new request within the spreadsheet, you possibly can reopen the request in your kind to carry out the following step in your course of.

The best way to Design an Interactive Google Type Workflow

To reveal the idea, contemplate a situation the place that you must create a structured course of for receiving, documenting, responding, and reporting on assist requests submitted to your staff.

Sure, you might use a classy incident administration software for these kinds of requests. Nevertheless, this will not be possible in a small firm, or it could simply be a approach to take care of the ad-hoc kind of conditions that do not actually require that stage of sophistication (or pink tape).


Fortunately, Google Kinds makes it straightforward to handle your responses and to customise the way in which that every survey-taker finds his or her approach by means of your Type. How?

The best way to Create a New Google Type

Creating a new Form in Google Forms.

To create a brand new Google Type, log into Google Drive. Choose My Drive > Google Kinds > Clean Type.

Be sure that your Type captures the entire information that you simply wish to accumulate information on. Be sure you acquire the contact data of every survey-taker initially of the survey.

Creating a new Form on Google.

The best way to Use Branching Logic in Google Kinds

Web page branching is the important thing part on this Kinds workflow course of. It lets you skip to a selected part of the Type based mostly on a solution that you simply present.

You’ll be able to ask an vital branching query to start with, with the intention to direct the consumer to the suitable part as rapidly as attainable. On this instance, these with enterprise inquiries might be directed instantly to the suitable part of the Google Type, whereas these fascinated by studying extra about our imaginary product might be despatched some place else.

Adding branching logic to Google Forms.

So as to add web page branching to your Type:

  1. Click on the menu icon on the backside proper of the part.
  2. Choose the Go to part based mostly on reply.
  3. Click on the drop-down menu subsequent to the query and choose the correct web page vacation spot.

Using branching logic on Google Forms.

You will discover that you simply can’t hyperlink to different survey questions straight.

The final icon on the backside of the right-most menu depicted right here, the Add Part button, lets you create a partition buffering every part of the branching kind. You will use these part headings to inform Google the place every query ought to lead.

Google Kinds Enter Validation: The best way to Add a Password to Google Kinds

If any a part of the shape is reserved for one kind of respondent, specifically, you possibly can restrict entry with enter validation. Enter validation is used primarily to weed out inappropriate responses, however you too can use it to create a password on your Type.

Enter validation settings can be utilized to reject any submission that doesn’t embody the password of your specification. You’ll be able to even customise the error message that they see.

Creating a password with Input Validation on Google Forms.

It isn’t essentially probably the most hermetic approach to safe your interactive Google Kinds workflow, however it’ll most likely be sufficient to maintain any errant respondents from straying into the flawed elements of your survey.

Associated: Google Kinds Shortcuts Cheat Sheet

Take a look at Your Work, Share Your Type, and View Your Responses

Earlier than you go stay along with your superior new Google Type, be certain that to do a full walkthrough of your workflow. Validate that every step is working as designed.

To share your Google Type course of, open your Type and click on the Ship button. You will have a few choices for sharing the Type; choose the one which works finest on your state of affairs, whether or not by means of a direct electronic mail or a shareable hyperlink.

Sending a complete Form to other collaborators.

After your Type hyperlink has been despatched, you can begin monitoring your spreadsheet for responses and analyzing the outcomes. The info might be saved within the spreadsheet that the survey is linked to. You’ll find it beneath the Responses tab on the prime of the survey.

Do Extra With Google Kinds

As we have demonstrated above, Google Kinds can do greater than make it easier to accumulate information. It supplies a terrific interface for easy processes and workflows, as nicely.

9 Superior Google Kinds Ideas and Tips

If Google Kinds is not your go-to kind maker but, these superior Google Kinds ideas and methods could change your thoughts.

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