Excel Forms Online

Create forms in minutes. Send forms to anyone. See results in real time. Create a new spreadsheet and edit it with others at the same time — from your computer, phone or tablet. Free with a Google account.

Formsite’s Google Sheets integration is a popular and useful tool for many customers. Some customers use Microsoft products, however, and use Zapier as a solution. Using Zapier, they connect their online forms for a custom Microsoft Excel integration.

Online

As with Google Sheets, the Excel integration updates a specified spreadsheet with new results. Some useful ideas include:

  • Use as a data backup
  • Share results with colleagues
  • Create custom analytics charts and graphs
  • Make custom reports with statistics and equations

Build the Online Form

Like the other Zapier integrations, everything starts with the form. Use the form builder to create the form, with Short Answer items for text-based questions like ‘Name’ and ‘Address’. Be sure to use the ‘Email Address’ item for proper formatting of email addresses. Use Radio Button, Dropdown, and Checkbox items for multi-select questions.

When the form is complete, click the View Form button and submit the form to complete a test result. This test result provides sample data for Zapier during the setup process.

Set up the Microsoft Excel Integration in Zapier

Log in to Zapier or make a new account, and click the Make a Zap button.

Trigger (Formsite):

  1. Choose App & Event: Type Formsite into the search box, then click the Formsite logo
  2. Trigger Event: New Form Result
  3. Choose Account: If this is your first time using Zapier with Formsite, you will need to click the ‘add a new account’ link. Select your Formsite account.
  4. Customize Form Result: Click the dropdown to choose the form you made earlier
  5. Find Data: Click the Test Trigger button to retrieve the test result from the form

Action (Excel Integration):

  1. Choose App & Event: Type Excel in the search box and click the logo
  2. Action Event: Choose Add Row, Update Row, Find or Create Row, or any of the other actions
  3. Choose Account: If this is your first time using Zapier with Excel, you will need to click the ‘add a new account’ link. Select your Microsoft account and allow Zapier to use your account.
  4. Set up Action: You can choose a spreadsheet in either OneDrive or Sharepoint folders. Also, you can choose an existing spreadsheet and a specific worksheet or create new ones.

Continue setting up the action to send the desired form answers to the Excel spreadsheet, then test. Click the Test and Review button to send the sample form result to Excel and confirm that the spreadsheet received the data. If all is working as expected, click the button to turn on the Zap.

SpreadsheetConverter provides built-in forms processing. Follow the instructions below and you will submit your first online form to your own e-mail Inbox.

Using Excel to design electronic forms design is very convenient. The tabular format of the spreadsheet makes it easy to design good-looking forms. You can use fixed text and numbers, or use formulas to dynamically enter values into fields.

When you publish a form on the web, anyone with the link can fill out the form and submit it to you. Submitted forms are received in a designated e-mail Inbox. With the Advanced Submit Service, received forms are also stored in a database hosted by us. You can log in at any time to process or download your received forms.

Create Fillable Form In Excel

In this tutorial, we will design a simple form in a spreadsheet, convert it to a web page, upload it to a web server and receive the first form response. Using only these skills, you can design any complex form required in your profession or personal life. Everything you need is included with your SpreadsheetConverter license.

Design in Excel, use on the web, receive as an e-mail

THE FORM, AS DEFINED IN EXCEL

THE FORM ON THE WEB, AS VIEWED IN A WEB BROWSER

THE SUBMITTED FORM, AS RECEIVED IN AN E-MAIL

The advantages of using SpreadsheetConverter for forms

When you create a form, you want to be able to collect the data provided by respondents. Unfortunately, the web browser cannot send the form data to you directly. You must use a server on the network to process the form, e.g. to convert the form contents into an e-mail.

Excel To Web Form

The standard solutions for forms processing are typically rather hard to configure. Also, publishing forms on the web is prone to misuse. So-called “e-mail harvesters” continuously roam the web looking for e-mail addresses to use for unsolicited advertising in “spam” e-mails.

Forms In Excel Online

To avoid these drawbacks, SpreadsheetConverter provides a built-in hosted solution which is easy to configure and doesn’t expose the e-mail address the form will be sent to. When the “Submit” button on a web form is pressed, the data in the form is sent to one of our web servers, which converts the form fields into an e-mail and sends the form contents to a predefined e-mail Inbox. The basic service is free.

Create the web form as a spreadsheet

Before we continue, you need to define your web form in a simple spreadsheet. Just follow the steps below to start creating this form yourself. If you don’t want to practice using the product, the original spreadsheet can be downloaded here.

  1. Create a new, empty spreadsheet in Excel.
  2. Make the B column wide enough to accommodate a full name and an e-mail address.
  3. Select cells A1:B1 and merge them (Format cells > Alignment > Merge cells).
  4. Enter the heading “Newsletter subscription” in cell A1 and format it as 20pt bold.

Excel Forms Myonline Training Hub

5. Enter the text “Name” in cell A2.
6. Move to select cell B2.
7. Locate the cell name field. It usually appears to the left of the formula field, above the column headings. It is the field that currently says “B1”. Give the cell B1 the name “Name” by entering that word into the cell name field and press Enter. The cell name will be used in the e-mail to identify the “Name” field.

8. Select the SpreadsheetConverter ribbon and make sure the task pane is visible.

Excel Forms Examples

9. Ensure that cell B2 is still selected. Click Text on the Widgetstab of the task pane. Marking a cell as a text field ensures that the cell’s contents are included in the e-mail as an input field, even if the cell isn’t referenced in a formula.

10. In the Text Field properties, tick the “Required” checkbox and press OK. This ensures that forms cannot be submitted without a name in the Name field.

11. Repeat steps 5-10 above to create a second input field “Email” in A3 and B3. Mark this field as required, too.
12. Select cells A1:B3 and create a frame around the form (Format cells > Border > Outline).
13. Here’s what the spreadsheet should look like at this point:

14. Save the form under the name “form”. Verify that Excel adds “.xlsx” or “.xls” at the end of the filename. If Excel warns you that there already is a document with that name, do not overwrite it. Save the spreadsheet under a different name instead, e.g. “form1”.