Workflow with Google Forms Wufoo

Workflow with Google Forms and Wufoo

Workflow with Google Forms Wufoo highlights some of the very powerful tools available through Google Cloud’s G Suite particularly with app scripting and Google Forms and wufoo.com which is a product that has been around for years.

Create your form

To start, we’ll create a new form and add questions. Forms automatically save every change you make.

In this section, you learn how to:

Create a new form
  1. Choose an option:
    • From forms.google.com, click Blank or choose a template.
    • From drive.google.com, click New > More. Next, to Google Forms, point to the Right arrow arrow_forward_ios and click the Blank form or From a template.
  2. Name your form: In the top-left corner, click the Untitled form or the template form name and enter a new name.
  3. (Optional) Do any of the following actions:
    • Add a description: Under the form name, add your text.
    • Change the background color or theme: Click Color Palette palette and then choose a color or theme drive_image.
Add questions

If you’re using a template, you can skip to Section 1.3 to edit your form. You can always come back here if you want to add or edit existing questions.

1 Click Untitled question and enter your question. You get suggestions based on your type of question.

2 (Optional) To change the question type, click the Down arrow arrow_drop_down.

3 Add response options (if applicable to your question type).

4 (Optional) To specify if people must answer the question, click required.

To add more questions, choose an option:

5 To add a new question, click Add question add_circle.

6 To add a copy of the existing question, click Duplicate content_copy.

Note: Changes are automatically saved. To preview your changes any time, at top right, click Preview visibility.

Edit questions

You can add things like images and videos to a question at any time. You can also reorder and delete questions.

Select a question and do any of the following actions:

  1. Drag to reorder a question. You can also drag and reorder answers.
  2. Delete a question.
  3. Click More more_vert to:
    • Add a description or hint.
    • Shuffle the answer order.
  4. To shuffle the question order, click Settings settings > Presentation. Check the Shuffle question order box and click Save.
  5. Add an image to a question. You can also add images to answers or forms.
  6. Add a YouTube video.
Choose Form Settings and Preview

When you’re done adding questions, you can choose form settings and preview your changes before sending it out.

In this section, you learn how to:

Choose Form Settings

Decide who can access your form and whether to collect email addresses from people. By default, form sharing is limited to your organization and email collection is turned off.

Click Settings settings > General and choose from the following options:

  • Collect email addresses—Collect respondents’ email addresses.
  • Response receipts—Send copies of responses on request or automatically.
  • Restrict to your organization’s users—Limit your form’s audience to your organization. Uncheck this box to distribute your form externally.
  • Limit to 1 response—Allow people to complete your form only once.
  • Edit after submit—Let people change their answers after submitting them.
  • See summary charts and text responses —Let people see a summary of everyone’s answers.

When you’re done making changes, click Save.

Let people review and edit your form:

  1. At the top right, click More more_vert > Add collaborators.
  2. Under Invite people, enter the email addresses of the people you want to share with.
  3. Click Send.

Whoever you invite can edit any part of your form, including responses and where they are saved.

Preview your form.

While you’re changing your form’s settings, you can preview it to see what the changes look like. You’ll also want to preview it when you’re done.

At the top right, click Preview visibility. The preview opens in a new window. To edit the form, click Edit create or go back to your editing window.

 

Manage event registrations, create a quick opinion poll, and much more. With Google Forms, you can create and analyze surveys right in your mobile or web browser—no special software required. You get instant results as they come in. And, you can summarize survey results at a glance with charts and graphs. You can learn more here.

Workflow Approval with Google Forms – Part I

Workflow Approval with Google Forms – Part II

Advanced Google Forms and Add-ons

Wufoo Forms

Embedding A Wufoo Form in a Website

Building Complex Wufoo Forms with Adobe Muse – Widget Tutorial

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Building Complex Forms with Wufoo

Prior Post – Gravity View, Perks Add-ons

Next Post – ECM Connectors, Helpdesk – Client Support

Author: abizcannabis

Managing Director & CEO of integrated transactional financial advisory, tax, and technology consulting firm - aBIZinaBOX Inc New York, Chicago, and OaklandCPA.CITP.CISM.CGEIT.CGMAExpertise with: Alt. Investments/Private Equity, Real Estate, Professional Services, CA Cannabis, Tech Start-Ups and Distressed Assets/DebtTechnology Certifications including:Advanced & High Complexity Cloud Integrator AICPA PCPS, CAQ,, IMTA, CITP ISACA CGEIT, CISMState CPA Societies in California, Florida, Illinois, New York and TexasExpertise with Regulatory Compliance - US - HIPAA, FINRA, SEC Rule 17(a)(3)/(4), eDiscovery, FINCEN - EU- EBA, ESMA, EIOPA UK - BoE, PRA, FCA