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Set up your Google Sheets or Microsoft Excel files to start accepting data

Once you have created and previewed the form, it鈥檚 time to enable the corresponding spreadsheet to start receiving data. You can manually enable the spreadsheet to accept data or use Admin APIs to enable a spreadsheet to accept data.

Document-based Authoring ecosystem

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Manually enable the spreadsheet to accept data

To enable the spreadsheet to accept data

  1. Open the spreadsheet that has your form and append a new sheet, renaming it to incoming. For example, the enquiry form Microsoft Excel workbook.

    note warning
    WARNING
    If the incoming sheet is not present, AEM does not send any data to the spreadsheet.
  2. In this sheet, insert a table named 鈥渋ntake_form鈥. Select the number of columns required to match your form field names. Then, in the toolbar go to Insert > Table and click OK.

  3. Change the name of the table to 鈥渋ntake_form鈥. In Microsoft Excel, to change the name of the table, select the table and click Table Design.

  4. Next, add the form field names as the table headers. To make sure the fields are exactly the same, you can copy and paste them over from the 鈥渟hared-aem鈥 sheet. In your 鈥渟hared-aem鈥 sheet, select and copy the form IDs listed under the 鈥淣ame鈥 column, except for the submit field.

  5. In the 鈥渋ncoming鈥 sheet, select Paste Special > Transpose Rows to Columns to copy the field IDs over as column headers in this new sheet. Keep only the fields whose data need to capture other can be ignored.

    Each value in the Name column of the shared-aem sheet, excluding the submit button, can serve as a header in the incoming sheet. For instance, consider the following image illustrating headers for a 鈥渆nquiry鈥 form:

    Fields for a contact-us form

  6. Use the extension to preview the form updates. Your sheet is now ready to accept incoming form submissions.

    note note
    NOTE
    Even if you have previewed the sheet before, you must preview it again after creating the incoming sheet for the first time.

Once the field names are added to the incoming sheet, your form becomes ready to accept submissions. You can preview the form and submit data to the sheet using it.

Once sheet is set up to receive data, you can preview the form to start sending data to the sheet.

WARNING
Never should the 鈥渟hared-aem鈥 sheets contain any personally identifiable information or sensitive data that you are not comfortable with being publicly accessible.

Next, you can customize the thank you message.

See also

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