Get Data from Google Sheet

Help Video

This article explains the Get Data from Google Sheet block that can be used to design an app.

‍Use this feature to pull data from your existing Google Sheets into your Clappia apps. You can then use workflows to automate apps based on the pulled data, create live dashboards, and even send automated reports.

Editing the Block

Click on the ‘Get Data from Google Sheet’ block and start editing on the panel that appears on the right side.

Label

This is what appears as the label for the dropdown that shows the list of the items from the Google Sheet to be selected. Usually admins provide labels like "Select the customer/project/item".

Description

This is used to give a short description for the field, usually as a help reference for input for users. The description appears at the bottom of the field.

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Select Google Account

If you do not have any Google Accounts synced in your Clappia workplace, then click on Connect with Google Drive. Only Workplace admins will be able to connect to a Google Account.

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On clicking the ‘Connect with Google Drive’ button, a window will appear where you can select the Google account to connect to Clappia with. It will then show the type of access Clappia will have to the Google Account, click on Allow.

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Once you have connected a Google Account, click on the Select Google Account dropdown, where you can select the connected account that appears.

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You can also select this option immediately if you already have existing Google accounts synced with Clappia and skip the option ‘Connect with Google Drive’.

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Once you have selected the account, a new option appears called Select Spread Sheet. Click on the dropdown and select the Google sheet you need to sync to the Clappia app.

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Example: Connecting a ‘Lead Report’ spreadsheet data with the columns shown in the image.

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Once the Spreadsheet is selected in the Clappia app, additional options will appear to configure.

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Select Columns

The columns listed are from the connected spreadsheet. Select the columns in which users can type in data from to search and select data.

In this example, ‘Sales Rep’ and ‘Contacted’ columns are selected.

Pulled columns based on the selection

Based on the searched criteria by the user, select columns from the spreadsheet whose data need to appear in the Clappia app.

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In this example, all the columns are selected to fetch information from the spreadsheet.

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Once the columns are selected, the fields representing the columns will automatically appear in the app.

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Required

Enable this option if the user has to mandatorily use this field before submission. By enabling this option, users will not be able to make submissions without entering the data of the required field.

No Record Message

Enter a text in this option to display it when no data is available to fetch from the spreadsheet based on the search criteria of the user. By default, it will say ‘No data found’.

Advanced Options

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Display this field if

Use this option if you want to show or hide a field under certain conditions. It accepts the standard Clappia Formulae, similar to conditional sections.

Allow value to be changed after initial submission

Enable this to allow the field value to be changed after submission.

In the App Home, where the app is live and ready to use, the user will now be able to fetch data from Google Sheets.

Simply click on the field to get a dropdown list or type in the data to be fetched based on Search criteria configured.

The pulled fields will automatically pull data from the Google sheet.

Note: Once a submission has been made with the data from Google sheet, any changes made later to the sheet will not be reflected in the submission. If changes are to be made, they can be done in the Submissions tab. Click on a submission, and on the right panel, click the refresh button of the ‘Get data from Google Sheet’ field.