Google Forms: Creating a service request solution [Exclusive Guide]

6:35 pm February 24, 201712329

the application Forms from Google is an excellent application to achieve simply forms or questionnaires. Beyond the ‘form’, it is possible to divert its primary function in the operator to other end, particularly through its interaction with the spreadsheet Google Sheets.

the association between Sheets and Forms allows you to recover data from a Google Forms simply and then processing them since the Google spreadsheet application.

see below a practical case with use “diverted” from Google Forms with the implementation of a solution of request .

service request solution

we will create a solution that allows users to fill out a service request form, and allow technicians (for example) to manage the status of these requests from the associated file sheets here.

here below are the details of this solution.

creating the form

as a first step, we have to create the form. To do this, go to your space Google Drive , and click “new > more > Google Forms” .

this will take you directly to your form.

creating the form “request for intervention.

now that we are on the form, we’ll add the fields that interest us to handle our requests.

below the list of the elements in the form:

  • Date of application (Pour connaître le moment exact de la demande) .
  • name / name of the applicant (Format: réponse courte).
  • phone number of the applicant (Format: réponse courte) .
  • type of intervention (Format choix multiples) .
  • description of demand (Format: réponse courte).

Add the fields to fill in the Google Forms.

parameters of the form

once you have added all the fields to retrieve the relevant information, click on the button settings at the top right of the form.

click on the settings button.

once in this menu, we can enable other settings that may be useful as automatically retrieve the mail address.

select additional parameters you are interested in.

I leave it to you to optimize more in detail the form to your liking by clicking on color palette icon. 🙂

finally to view your form, click the little eye at the top right.

here is the example of the practical case.

action request form

file Sheets associated with

following the creation of the form, we will simply create a Sheets file associated with this form by clicking on “the response tab > then press Sheets” (example below) .

Création du fichier Sheets-forms

creating Sheets file associated with the form

the Sheets file optimization

now that the Sheets file is created, we will optimize it to make it more attractive for stakeholders.

here is below a few improvements to the file.

creating a zone for stakeholders :

to begin with, we will add three additional columns before the data retrieved by the form.

creating 3 stakeholders columns.

once the columns have been added, we’re going to set them as follows:

  1. speaker : name of speaker that will take in charge the application.
  2. status: current status of application supported by a player (Ex. below) .
    • Ongoing: being resolved.
    • sent: sent to another person/service.
    • complete: request resolved.
  3. comments: comments box to give details on the resolution.

I would also suggest to format the file with the functionality of validation of data and making shaped conditional .

you can also apply colors alternate from the menu according to “Format > colors alternating” .

below is a sample file Sheets with features developed above:

file example Sheets ‘request for intervention.

to avoid that players remove errors data received from the form, I also advise you to lock the corresponding cell ranges. Learn more: protect a worksheet or cells .

the demo video

Conclusion

you can of course go further with this solution. For example, nothing prevents you to response coupons to print or store digital since another tab of the file Sheets.

this solution is very basic indeed, but she can totally do the trick if you want to set up a light, simple and free solution.

in any case, I hope that this example will be been useful to you. 🙂

do not hesitate to let me know your opinion on the solution demonstrated in this article since the comments below!

@bientot.

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