How to add file templates
If you would like the add-on to generate a Google Doc, Sheet or Slide complete with your form responses data each time a form submission is made, follow these steps:
- From your Google Form, open the add-on
- Within the 'File templates' tab, enter a name for the generated file. This name may also include any marker relating to the form response (e.g <<Request Number>> or a question title between << and >> markers)
- Select a Google Doc, Google Sheet or Google Slide as a template.
Tip: You may add multiple templates and specify exactly which template is to be used for which recipient.
The templates can include your organization's branding / styling. Plus, you may include any of the below mentioned markers. Each time a form submission is made, the add-on will make a copy of the template(s), replace any markers that you have included, and save a copy of the updated file(s) in your Google Drive.
Tip: Generated files are stored automatically in the same folder as the template. So, if you move the template to a new folder, files will be generated in the new folder from that point forward.
|<<Request Date>>||The date and time the request was submitted|
|<<Request Number>>||The number assigned by the add-on for the request|
|<<Email Address>>||The email address of the requestor|
|Any question title between << and >> markers||For example, if you question is "What is your Full Name?", use the marker <<What is your Full Name?>>. The add-on will replace the marker with the response to that question. Copy the value from your Google Form question and paste it into your template to ensure it exactly matches the value between the markers (respecting spaces and upper / lower case)|
If you have added recipients, the add-on will also include the generated file as a PDF on the notifications sent to your recipient.