Google Sheets can be used as a data source for field options
The Dropdown with search field allows you to define a large dataset of valid options for customers to choose from. You can define thousands of options for customers to choose from, and they can simply search for a valid answer. 🙌
The best way to load in a large list of field options is to use our Google Sheets integration described below.
Steps to enable
Step 1 - Configure your dataset in Google Sheets
To ensure that the app can properly parse the data in the Google Sheet, please follow these guidelines:
Make sure that the Google Sheet is publicly accessible. This can be done by editing the sharing settings for the document and enabling 'Anyone with the link' (see screenshot)
Input your field's option labels into column A and the option values into column B. Both columns are required. Copy/paste the data in both columns if the values are equal to the labels.
Set the Number Format for all cells to
Plain text. You can find this in the Google Sheets menu bar under Format > Number > Plain text.
Do not use a header row. Each row in the sheet will be used as a field option.
Remove any blank rows from the sheet to ensure that the count of field options is accurate.
Only the first sheet in the document will be used for the field data. Any additional sheets in the document will be ignored.
You can find an example of a Google Sheet with the proper formatting using the button below:
Step 2 - Connect Google sheets to your new field
To connect a dropdown with search field to a Google Sheet, click on the desired field and scroll down to the 'Choices' section in the field editor (found in the left pane in the form builder). Select the 'Google Sheet' option, and then click the button for 'Connect sheet':
Step 3 - Confirm and connect
In the modal that pops up, paste in the URL for the public Google Sheet and click the 'Connect' button:
You did it 👏
Once connected, the app will automatically pull the data from the Google Sheet you specified and use each row to populate the field's list of options.
Please note that the field options will not show directly in the field editor, but they will show in the 'Preview' tab of the form builder (and on the storefront assuming the form has been saved & installed on a theme).
Any changes made to the Google Sheet are automatically saved by Google's system, and these changes will be reflected on the field once the form has been rendered. There's no need to re-save any changes in the form builder since the field's options are dynamically loaded from the connected Google Sheet. Make sure this Google Sheet does not get deleted, otherwise the options will no longer populate in your form.
Pro-tip: When a form rule is using a condition that is tied to Google Sheets-connected field/data column, make sure you enter the actual value into the rule's condition, not the label.
Have questions or need help?
Feel free to reach out to our support team via chat or email and we'll be happy to assist! 🤗