Manage your form data with Google Drive

If you choose to connect your forms to Google, your mobile forms data can be managed entirely from your Google Drive account.

Read more about setting up two-way integration with Google.

Available on all tiers:

Essentials
Advanced
Enterprise

Update Lists in Forms

The lists in your mobile forms can come from Data SourcesClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data.. Once a Google Sheets Data SourceClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. is set up, you can add or update any business data -- customers, employees, parts, prices, locations, and more -- right from Google Drive.

  1. Find the Sheet containing the list you want to update in your Google Drive.

  2. Open the spreadsheet and input the new data. Google Sheets will save changes automatically.

    Note: Do not change the header row (Row 1, shown in green below).

  3. Your mobile forms will update with the new information on the next scheduled fetch. Refresh the TrueContext Mobile App to download the new data.

View Submitted Forms

Once forms are submitted, they are sent to your Google account through Data DestinationsClosed A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats.. Access form submissions as you would any other document in Google Drive. They can be created as PDF's or Google Sheets.

Read about customizing how forms are sorted in Google Drive.

Update your connection when you change your Google password

When you change your Google password, update your connection to mobile forms in the Web Portal. If you do not, you will receive error messages when attempting to fetch or send data to Google.

  1. In the Web Portal, hover over Forms & Integrations and select ConnectionsClosed A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection..

  2. Select the Google connection.

  3. Under the Connection header, select Clear and then Connect.

  4. In the popup window, enter your Drive login credentials, and select Authorize.

  5. Select Update to save.