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Hi

I want to prefill my google doc from  form resposes; howver, none of the fields are available for mapping.. what am i doing wrong?

As an example, first, middle and last name should be fields i can map, but its not coming up as an option. I tried with spaces between the curly brackets and with underscores but nothing being found. 

 

Hi ​@DBercccssss12 

Help links for using GDocs in Zaps: https://zapier.com/apps/google-docs/integrations#help

 

My template fields aren't appearing in Zapier or they all have generic names

This may be due to your template format. Remove any HTML formatting, and check your template field formatting.

Remove any HTML formatting

If you copy and pasted fields in your template, they may contain HTML formatting. The HTML formatting won't be visible in your Google Doc, but you will need to remove it before using your Doc in Zapier.

There are two ways to delete the HTML in your Google Docs template:

Manually enter the template field

  1. Delete the template field and the text around the template field
  2. Manually type in the template field and the text around it.

Remove formatting

  1. Highlight the template fields.
  2. In the top menu, click Format.
  3. Select Clear formatting.

If you already selected the template in your Zap, click Refresh fields at the bottom of your Google Docs step. This will reload your template and display your template fields.

Check your template field formatting

To correctly format your template fields in Google Docs:

  • Template fields must be wrapped in double curly braces.
  • Remove any spaces.
  • Remove any special characters like punctuation marks.
actionEdit icon Example

Here’s an example of a properly formatted template field: {{MyTemplateField}}.

Learn more about how to create and autopopulate a Google Docs template.

My template doesn't appear in the Create Document from Template Action step

The Create Document from Template Action will only display templates that you created in Google Docs. It won't display existing templates created by Google Docs. Learn more about each template type.


That worked- I guess it was as easy as not copy/paste.

Another question, i have some options on the form that are a drop down of yes/no or granted/denied.. How can i format the zap based on that condition. 

if the form response triggers a no.. how can the field know to put an X or Check for a specific field?

 


@DBercccssss12 
Why not simply use a single placeholder?

e.g. {{Status}} would have a value of “Granted” or “Denied”.

Therefore, when the the GDoc Template gets populated there is a single static value for the the cell.