Create customized files upon form submission with Form Publisher (Google Forms)
Form Publisher generates customized documents and notifies recipients upon form submissions.
The principle of the add-on is clever and simple: upon each form submission, Form Publisher retrieves a template that you created (either a Google Doc or a Google Spreadsheet) and replaces specific markers in the template by the answers that were submitted within the Google Form.
This way, the answers will appear in a document customized to your liking. The generated files can be Google Docs, Google Spreadsheets and PDFs.
You can also automatically notify and send the generated files to any recipient you want, giving them different permissions if needed.
For more information and support, go to this webpage :
https://sites.google.com/site/scripts...
Use this link to install the add-on : http://goo.gl/9HXcOv
Form Publisher is really easy to set up. Just 4 steps and it is configured:
In step 1, choose the template type you want to use (document or spreadsheet). If you haven’t created one already, Form Publisher can create one for you.
In step 2, Form Publisher checks if the markers in the template match the form fields.
In step 3, choose the folder you want the generated files to be saved into. If there is no existing folder, Form Publisher will create one for you. Then, you can choose how to name the generated files. Form Publisher helps you sort the files by adding by default an incremented number at the end of each file.
In step 4, configure the notification rules if needed. Recipients will get an automatic email notification upon each form submission with a link to the generated file, and permissions for editing, viewing or commenting the file. You can also have Form Publisher send a PDF file.
Form Publisher is designed to help you with your workflow:
It can be useful in schools and other public structures for registration forms or any kind of surveys and lets you manage confidentiality permissions. It can be used in a business environment to give a professional layout to documents before presentations, or to create contract agreements or a workflow combining Google Forms and invoice templates, like in our example.
The possibilities are endless!
Closed Caption:
Hello,
and welcome to this video tutorial.
Form Publisher lets you easily
collect and use data
retrieved from Google Forms
by populating a document
and automatically sending it
to any contact.
We'll show you how to include
Form Publisher in your workflow
with a concrete example:
sending an invoice
upon form submissions.
First, we open the form
prepared for the example.
We go to the add-on menu
and "Get add-on...",
look for form Publisher
and install the add-on.
We can begin the configuration
of Form Publisher.
Step 1 is about templates.
Form Publisher
uses a template to work.
It can be a Google Doc
or a Google Spreadsheet
and you can use one
you already have
or let Form Publisher
create one for you.
We'll work
with a Spreadsheet.
Form Publisher
will generate a Spreadsheet
from the form submitted.
In step 2,
we'll prepare the template.
Form Publisher uses markers
to link the answers submitted
to the template.
The markers match
the form's question fields.
Just add this simple syntax
before and after each question
like in the example.
Here, we'll add a new question
to the form
and make it appear
in the template as well.
First, add the new question
to the form.
Then add in the template
a marker matching the question.
Refresh Form Publisher to check
if markers are recognized.
The template is ready,
we can resume the configuration.
In step 3,
"Destination folder
and naming convention",
we select or create
the destination folder
for the generated documents.
This way,
after each form submission,
new documents will be saved
in 1 folder
to ensure a smooth workflow.
We can choose a folder
already created
or let Form Publisher
create a new one.
By default, Form Publisher
will use the template name.
You can change it
to sort documents as you wish.
By default,
an incremented number is also added
to each file generated.
To disable the option,
erase the marker,
but it is useful
to keep track of documents.
You will have a generic name
for your documents
but you will differentiate them
with their number.
You can also save the file's
generate URL
in the responses spreadsheet.
It can be useful to store it
to keep a list
of all created documents
or use them
with another tool.
In the last step, step 4,
we configure
the notification rules
to decide what the recepients
will receive
and what type of permissions
they'll have.
By default, Form Publisher
sends notifications
to recipients
after a document is generated.
Share the document
to people so they can edit,
view or comment
like with usual Google Documents.
To disable that option,
untick the box.
Here, we send a PDF invoice
to a customer.
We use a marker
for the recipient's address.
This way,
the address is dynamic.
Form Publisher
will use the email address
filled by the customer
in the form to send the invoice,
saving you a lot of time.
Just like in step 2,
you can keep a copy
of the generated PDF.
All generated documents
will be stored on your Google Drive.
We're done with the configuration,
let's test the form.
In the responses sheet,
all the answers submitted
in the form are there
as well as the URLs
of the documents generated.
In the output folder,
a Spreadsheet and a PDF
have been generated.
And in the mailbox,
the customer received
an email notification
with a PDF in it.
It's the configured template
and the markers were replaced
by the right data.
We configured Form Publisher
and made a nice template
so customers can receive invoices
after submitting an order form.
The text in the email notifications
is quite basic.
You can personalize
those notifications
by combining Form Publisher
with our other add-on,
Yet Another Mail Merge.
Check the documentation
at this address.
You can check
the add-on's homepage,
and if this tutorial
was useful,
please vote for it and share it.
Thank you for you attention.
Video Length: 05:39
Uploaded By: Romain Vialard
View Count: 148,507