Forms from Excel
Turn Excel columns into a data collection form
Use this when people outside the workbook need to submit rows or updates without seeing the full Excel file.
Workbook preview
Excel to form preview
A form uses selected workbook columns while the owner keeps control of the workbook.
| Field | Input Type | Required | Saved To |
|---|---|---|---|
| Customer Name | Text | Yes | Workbook row |
| Invoice Amount | Number | Yes | Workbook row |
| Attachment | File | Optional | Files |
Collect new rows or updates
Works from saved workbook columns
Good for vendors, staff and customer inputs
Fields included
A workbook structure users can inspect.
These are the fields WorkbookWise users typically review before downloading, saving, importing data or turning the workbook into a workflow.
Name
Phone
Amount
Status
Dropdown Choice
Date
Upload
Notes
Prefilled ID
Submitted At
Use this when
- Teams collecting updates from staff
- Owners taking customer or vendor inputs
- Schools, clinics and offices using Excel records
How the flow works
- 1Save or create the workbook structure first.
- 2Choose fields that should appear in the form.
- 3Share the form link and collect responses.
- 4Review saved rows from the workbook workflow.
Limitations to know
- Forms require a Business workflow.
- Public links should only include necessary fields.
- Do not collect sensitive data unless your policy and access controls are ready.
Related WorkbookWise paths
Continue from the page that matches your next step.
Start with the workbook, then add workflow only when needed.
WorkbookWise is strongest when users can preview fields and rows before committing to a download, saved workbook, form, app or document output.