Web Forms to Kanbanize cards

Everyone knows that to get something easily adopted into your organization, you need to make it simple for the end user and yet powerful enough to solve your complex scenario behind.
For handling your few internal requests to the IT team, vacations/training requests to HR, and so on, you need a light way approach for your colleagues to input the required information. Web forms could be the solution you are looking for and there are many software platforms that could allow you to create such forms without any software engineering know-how.
In this article, we will give you an example how to create Kanban cards with the details from Google Forms in particular, but you could use the same pattern to connect any other web forms.

Three steps for success

1. Setup your email integration. The information from the Web form goes via email and then that email is replicated as a card on your desired Kanbanize board.

2. Create your Google Form. Here is a sample one and it looks like this.
Screenshot 2015-10-16 09.40.34

3. Once the form is created, make the following adjustments:

  • Make sure the form has a Google spreadsheet where the submitted data is stored.
  • Add the following script assigned to the spreadsheet (not to the form):
    ——
    function sendFormByEmail (e) {
    MailApp.sendEmail(“rnd_rock@kanbanize.com”, e.values[1], ‘{#userid:’ + e.values[2] + ‘#description:’ + e. values [3]  +’ #priority:’ + e. values[4] + ‘}’);
    }
    —–
    Note: Inside your script, you should match the name of the field on your Kanbаnize card and the field number of the form from where the value is taken. The email address should be the one for your board.
  • Activate a submit trigger for the script:

Screenshot 2015-10-16 09.57.51

 

That should be all! Once you have completed the steps above, a card will be populated with the field values from your submitted form.

Happy Kanbanizing!

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About Bisser Ivanov

Keen on innovation, exploration or simply trying new things. Would that be a technology, new methodology or just cool gadgets. Got almost 2 decades of experience working as Software Engineer, Team Lead, QA/Processes Manager and Managing Director in mid-size and large scale Software Companies: Prosyst, SAP, Software AG.

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