Conditional template: Generate different templates based on response submitted

This article explains how to generate different documents based on the response submitted. Form Publisher will send the documents depending on the configuration of your Google Form. Please read this tutorial to learn more about this feature.

Conditional template

timer 20 min.

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stars What you'll learn

Link multiple templates
Generate multiple files depending on the responses

check_circle Prerequisites

Good knowledge of Google Form
Knowing how to configure Form Publisher
Understanding templates & markers

mode_edit Running a simple example

The event manager wants to know who is going to the event. Different templates will be sent based on the following conditions:

If Delphine answers ‘Yes’ to join the event: She will receive the invitation card
If Delphine answers ‘No’ or ‘Maybe’ to join the event: She will receive the planning of future events

1. Create your original Google Form

Create your Google Form with the questions you want.

To use the conditional template option, create at least one question as ‘Multiple choice’ or ‘Dropdown’ in your Google Form:

In our example, we selected ‘Multiple choice’.

Once you are done, open Form Publisher > ‘Get started’:

2. Configure your current template

Create and personalize your current template. In our example, we selected our own Google Doc as template.

Click 'I have my own template', check that all your markers are valid, and finally click 'Next':

info If you want to change your Google document, click the 'Edit' icon.

3. Configure Form Publisher on your original form

Once you have configured everything, click ‘Next’ again:

In the ‘Sharing Options & Notifications’ sidebar, you can either:

Add manually the <<Email address>> marker and the ‘Email address’ question into your original Google Form. Then, click ‘Done’:

warning The name inside your marker <<>> must match exactly the question title of your Google Form, as Form Publisher is case sensitive.

Or select ‘Collect email addresses’ into your settings. Then, click ‘Save’:

If you decide to select ‘Collect Email addresses’, go back to the ‘Sharing Options & Notifications’ sidebar. Select ‘Notify Form respondent’ (option which appears only if you have selected ‘Collect Email address’):

info Each time you make changes, make sure to click ‘Done’ or ‘Save’.

4. Add a new template to your current form

After completing the previous step, open the add-on menu again.

Then, click Form Publisher > 'Add new template' . A new sidebar appears. Click ‘Get started’:

Form Publisher will then duplicate the current Google Form into a new one (renamed ‘Connected to Event’), with the exact same questions. The connected form will be automatically linked to your current form. So every time someone submits the original form, data will be forwarded to the connected one.

info Form Publisher will select ‘Create both template’ by default. If you want to send multiple templates from one Google Form, then let this option selected. Learn more on this article: ‘Generate multiple files from different templates with one Google Form’

In our example, delphine.leroy@revevol.eu will submit the form. We want to send the ‘Invitation card’ document to delphine.leroy@revevol.eu ONLY IF she chooses ‘Yes’. To do so, from your original template:

4.1. Select 'Only create current if'

info If you selected ‘Only forward if’, that would mean: ONLY FORWARD the connected form to delphine.leroy@revevol.eu IF she chooses ‘Yes’. Form Publisher would then generate the template linked to the connected form (the planning), but it wouldn’t make sense in our example.

4.2. Click on the ‘Questions’ field

Select the multiple choice question:

4.3. Click on the 'TO' field

All the possible answers are listed, so simply select the one you want. In our example, we selected ‘Yes’:

We want to generate the invitation card based on the answer of the multiple choice question 'Do you want to join us?'.

4.4. Once you are done, click ‘SAVE’

For the next step, you will have to open the duplicate form. Click ‘Connected to Event’:

To know if you are on your current form or on your connected form, read your form title at the top left corner of your form: It is either written 'Event' or 'Connected to Event'.

If you want to access your connected template from your original template, open Form Publisher. Then, you will see 'Additional template settings' instead of 'Add new template'. Click 'Additional template settings':

5. Configure your connected template

On the connected Google Form open Form Publisher > 'Get started':

warning Once you connected your form, if you want to add questions on any of the two forms, you will have to add it manually on the other one.

Then, create and personalize your connected template with the markers you want, exactly as you did for your original Google Form.

In our example, we selected our own Google Sheet as template. Click 'I have my own template', make sure all your markers are valid, and click ‘Next’:

6. Configure Form Publisher on the connected form

Once you have configured everything click 'Next' again:

In 'Sharing Options & Notifications', we want the form respondent to receive the planning file of future events each time he answers ‘No’ or ‘Maybe’ to the question ‘Do you want to join us?’.

To do so, you can either: