Forms to AODocs - Configure your form and preview your mappings

Forms to AODocs is an add-on for Google Forms. It allows users to create content quickly in AODocs. It's as easy as filling out a Google Form and submitting it.

The Forms to AODocs add-on creates a bridge between a Google form and an AODocs library. Users answer to the form questions that match the AODocs document properties. Files uploaded through the form become attachments of the AODocs document.

This article explains how to configure Forms to AODocs.

Important:
To configure Forms to AODocs, you must:
- be the administrator of the library you want to link to a Google Form
- configure your Google Form to match your AODocs document properties
- link the Google Form to your AODocs document class
- check that the Google Form question matches your AODocs properties

Configure your Google Form questions
Link your Google Form to your AODocs library
Preview the mappings to AODocs
Refresh the mappings
Collect end-user email addresses in AODocs


Configure your Google Form questions

Your Google Form must follow some design guidelines to be linked to an AODocs Library.

Question titles

The title of a question must be the same as the name of the corresponding AODocs property.

Question types

The question type you select should ‘naturally’ match the type of AODocs field it is supposed to feed. For example, when you set up a question that feeds a Date field in AODocs, use a “Date” question type, not a “Short answer”.

The table below shows the compatibilities between Google Forms and AODocs Fields:

table01.png

* Category sublevels are not supported

Legend:

ok2__1_.pngpairs that are always compatible

ok_orange.pngpairs that are compatible if all the options you specify are compatible with the AODocs property type (for example, 2, 4 and 42 are valid options for an Integer property)

ok_grey.pngpairs whose compatibility depends eventually on the end-user answer

 

Title of the AODocs document

If you want your users to input the title of the AODocs document, provide a question named “Title” in your form.
If there is no “Title” question in the Google Form, AODocs documents are automatically created with a default name composed of:

  • the name of the file uploaded, if there is exactly one file uploaded by the end-user
  • the form’s title and the date of submission otherwise

Note:
- If your library contains mandatory properties but your Google Form doesn't have corresponding questions, the AODocs document is created without a value in the mandatory property.
- If your library contains properties with multiple values, Forms to AODocs will not support them. Learn more: Forms to AODocs - Best practices and limitations.

File upload

Google Forms provides file upload support for G Suite customers in Google Forms.
Forms to AODocs takes full advantage of this feature, even when multiple files are supplied by the end-user.

Important: 
- Google automatically restricts a form with file upload to the users of your domain. Form respondents therefore have to be authenticated with a G Suite account of the domain to fill in the form.
- As owner of the Google form, if you enable file upload on your form, you need to make sure you have sufficient Google Drive storage, as files uploaded by form respondents will consume your storage quota before being owned by the library storage account. If the limit of your storage is reached, the form will be blocked until some storage is freed.

Multiple file upload

  • In Document Management libraries: one document is created in AODocs and all the uploaded files are attached to it.
  • In Team Folder and Secured Folder libraries: one document is created per file uploaded. Document metadata gathered from form answers are duplicated across all the documents created.

Important: When you link a form to a Team Folder or Secured Folder library, make sure that you add a mandatory file upload field in your form. If the end user doesn't upload a file, the import of the response in AODocs will fail.

Number of questions

Important: Forms to AODocs imports user responses in best effort. If a user’s answer doesn’t match any AODocs fields (because none has the same name as the question or the question and field types are not compatible), this answer is added to the description field, alongside its question title.

If you have exactly the same number of Google Form questions and AODocs properties with the same title and the same type, all your fields should match.

If you have fewer questions than you have properties, the unmatched properties will be empty when the document is created, even if the field is mandatory.

If you have more questions than you have properties, the unmatched questions will be filled under the description of the document with the indication “Non recognized form answers:”.

Note: The author of the documents created through the add-on will always be the account of the library administrator who configured the add-on.


Link your Google Form to your AODocs library

 1. Press the Add-ons button and select Forms to AODocs

image01.png

2. Select Get started in the pop-up.

image02.png

2. Wait for the sidebar to be displayed, then select the library you want the Google Form answers to be imported to.

Note: You can only select libraries where you have administrator rights.

3. Select the document class you want the documents created by the Google Form to belong to.

4. Press Save.

image03.png

5. The Forms to AODocs connector tries to match the properties fields of your document class with the title of the questions of your Google Form. You can preview the mapping of the Google Form questions to the AODOcs properties.

image04.png

Now every time a user of this form hits the Submit button, their answers will be imported into the selected library and document class in AODocs.


Preview the mappings to AODocs

The Forms to AODocs sidebar displays an overview of the mappings between your form questions and the properties of the AODocs document class you bound to the form.

There are three types of mapping:

  • Success indicates that your question is correctly configured with respect to the AODocs property and that user answers to it will be imported correctly.
  • Warning indicates there is a risk that answers to your question may not be imported correctly in the corresponding AODocs metadata, depending on the user's answer.
  • Failure indicates that answers to your question won’t be imported to an AODocs metadata. User answers to such questions will be listed in the document’s Description property.

To check the status of a field mapping:

1. Press the Details button next to it.

image05.png

2. View the detailed message and press OK to close it.

image06.png

Learn how to filter your mappings.


Refresh the mappings

When you make changes to your Google Form or to your document class properties, press the Refresh button in the sidebar to update the field mappings.

image07.png

Learn how to filter your mappings.


Collect end-user email addresses in AODocs

You can identify the end-users of your form by collecting their email addresses. You can also save these addresses to a document property.

1. Press the Settings button in the top right of the screen.

2. Select the Collect email addresses checkbox.

3. Press Save.

image08.png

4. In the Forms to AODocs sidebar, press the Refresh button. A new item, Form submitter, is displayed.

5. Select the Edit button next to Form submitter.

image09.png

6. Select the AODocs property you want the email addresses to be imported to. Only String, Person and Dynamic category properties are available for selection.

Note: Make sure the field you select isn’t already matched with one of your form questions. If this is the case, either remove this question or select another document property to import user email addresses to.

7. Press Save to validate the mapping. When a user submits a form, their email address will be imported to the selected property.

Note: If you activate the Collect email addresses option in Google Forms but don’t select an AODocs property to collect them, the email address of the end-user will still be displayed in the Description property of the created documents.

image10.png

Note: If you set up two mappings to the same AODocs property (one from a question on the form and another by collecting end-user email addresses) the AODocs property will be populated with data from the question on the form. 

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