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Celonis Product Documentation

Google Forms (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Google Forms modules in Celonis platform, you can search, create, retrieve, and update forms and move forms to trash, watch, list, and retrieve responses, and watch, search, add, update, and delete responses in Google Forms.

To use the Google Forms modules, you must have a Google account. You can create an account at docs.google.com/forms/.

To upgrade to a new version of the Google Forms app, you need to upgrade all modules manually by Replacing Legacy Modules with New Modules.

Refer to the Google Forms API Documentation for a list of available endpoints.

Note

Celonis platform's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy.

Connect Google Forms to Celonis platform

To establish the connection in Celonis platform:

  1. Log in to your Celonis platform account, add a Google Forms module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Switch on the Show advanced settings toggle and enter your Google Cloud Console project client credentials. For more information, see the Create and configure a Google Cloud Console project for Google Forms section below.

  4. Click the Sign in with Google.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Google Form modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.Connect an application

Create and configure a Google Cloud Console project for Google Forms

To connect to Celonis platform using your own client credentials, you can create and configure a project in the Google Cloud Console.

Create a Google Cloud Console project for Google Forms

To create a Google Cloud Console project:

  1. Log in to the Google Cloud Console using your Google credentials.

  2. In the top menu, click Select a project > New project.

  3. Enter a Project name and select the Location for your project.

  4. Click Create.

  5. In the top menu, check if your new project is selected in the Select a project dropdown. If not, select the project you just created.

Enable APIs for Google Forms

To enable the required APIs:

  1. Open the left navigation menu and go to APIs & Services > Library.

  2. Search for and enable the following APIs: Google Resource Manager API and Google Drive API.

Configure your OAuth consent screen for Google Forms

To configure your OAuth consent screen:

  1. In the left sidebar, click OAuth consent screen.

  2. Under User Type, select External.

    For more information regarding user types, refer to Google's Exceptions to verification requirements documentation.

  3. Click Create.

  4. Fill in the required fields with your information.

  5. In the Authorized domains section, add

    and integromat.com

    celonis.cloud

  6. Click Save and continue.

  7. In the Scopes page, click Add or remove scopes,add the following scopes, and click Update.

    • https://mail.google.com

    • https://www.googleapis.com/auth/drive

    • https://www.googleapis.com/auth/userinfo.email

    • https://www.googleapis.com/auth/spreadsheets

  8. Click Save and continue.

  9. Optional: If your project will remain in the Testing publishing status, add test user emails on the Test users page, then click Save and continue.

    Note: If you are using custom apps with publishing state, Testing, then you must set up the access token NOT TO be forced to re-authenticate every week after expiration.

    However, our tests have shown that it is currently possible to set your Publishing Status to In Production to avoid this weekly re-authentication.

    For more information, see  Setting up OAuth consent screen. To set up app token and authentication, see Using OAuth 2.0 for Web Server applications.

Create your Google Forms client credentials

To create your client credentials:

  1. In the left sidebar, click Credentials.

  2. Click + Create Credentials > OAuth client ID.

  3. In the Application type dropdown, select Web application.

  4. Update the Name of your OAuth client. This will help you identify it in the console.

  5. In the Authorized redirect URIs section, click + Add URI and enter the following redirect URI: https://www.integromat.com/oauth/cb/google/.

  6. Copy your Client ID and Client secret values and store them in a safe place.

You will use these values in the Client ID and Client Secret fields in Celonis platform.

Build Google Forms Action Flows

After connecting the app, you can perform the following actions:

Form

  • Search Forms

  • Create a Form

  • Get a Form

  • Update a Form

    Note: For Item Changes, Location refers to the item's position on the list of all form items. The very first item is 0, the second item is 1, and so on. To add an item at the very beginning of your form, use 0 as the location.

  • Move a Form to Trash

Response

  • Watch Responses

  • List Responses

  • Get a Response

Legacy

  • Watch Responses in Google Sheets

    Value render option

    Formatted value: Values will be calculated and formatted in the reply according to the cell's formatting. Formatting is based on the spreadsheet's locale, not the requesting user's locale. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return $1.23.

    Unformatted value: Values will be calculated, but not formatted in the reply. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return 1.23.

    Formula: Values will not be calculated. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return =A1.

    Date and time render option

    Specifies how dates, times, and duration should be represented in the output. This is ignored if Value render option (above) is set to Formatted value.

  • Search Responses in Google Sheets

    Value render option

    Formatted value: Values will be calculated and formatted in the reply according to the cell's formatting. Formatting is based on the spreadsheet's locale, not the requesting user's locale. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return $1.23.

    Unformatted value: Values will be calculated, but not formatted in the reply. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return 1.23.

    Formula: Values will not be calculated. For example, if A1 is 1.23 and A2 is =A1 and formatted as currency, then A2 will return =A1.

    Date and time render option

    Specifies how dates, times, and duration should be represented in the output. This is ignored if Value render option (above) is set to Formatted value.

  • Search Responses in Google Sheets (advanced)

    Note: For the Filter field, define the search query using the Google Charts Query Language.

    E.g. select * where C = "John" to retrieve all values for the row where the C column is "John".

  • Add a Response in Google Sheets

    Note: For the Timestamp column, use the following value: formatDate(now;DD/MM/YYYY HH:mm;UTC)

  • Update a Response in Google Sheets

    Note: For the Value input option field, Raw will not parse the values entered by the user and are stored as-is. User entered will parse the value as if the user typed them into the UI. Numbers will remain numbers, but strings may be converted to numbers, dates, etc., following the same rules that are applied when entering text into a cell via the Google Sheets UI.

  • Delete a Response in Google Sheets

Other

  • Make an API Call