Workbook data collection
Collect workbook rows through a simple share link.
Create forms from saved workbook columns, share a public link, and review responses as they are saved back to the workbook.
WorkbookWise preview
Form workflow
Item
QuestionDetail
Invoice No.Status
RequiredItem
AnswerDetail
INV-1042Status
SavedItem
Workbook rowDetail
Updated or addedStatus
TrackedPreview
Form workflow
3 sample rows show the shape before users commit.
Validation
Checked output
Formula and internal fields cannot be made editable.
Included
7 core areas
Business add-row forms
Problem
Why this feature exists
Workbook owners often need updates from staff, vendors, customers or branch teams, but sending the whole Excel file creates copy-paste work and accidental edits.
Approach
How WorkbookWise handles it
WorkbookWise Forms turns selected saved-workbook columns into a simple share link. Owners decide which fields are asked, read-only or hidden, then review whether each submission was saved as a new row or used to update an existing row.
Outcomes
What you can accomplish
Who it is for
Built around real workbook owners
Business owners
Collect daily sales, payment status, stock updates or field reports from staff.
Accountants
Ask clients or vendors for invoice, payment and document updates without exposing workbook formulas.
Schools and clinics
Collect fee, appointment, receipt or parent/customer information through a simple form.
Operations teams
Use private update links when one existing workbook row needs a controlled correction.
Common workflows
Common tasks you can complete
How it works
From input to useful output
Choose a saved workbook
Forms start from a workbook the owner already saved in the workspace.
Pick the questions
Show only useful fields, hide private fields, and keep formula/internal fields read-only.
Configure behavior
Business users can enable update, prefill, dropdown and upload flows after choosing safe fields.
Publish the link
Share the public form link or generate personalized update links where the plan allows it.
Review responses
Open the responses page to see values, row action, record key, upload references and save status.
Product example
Payment Update Form
A payment form can ask for invoice number, paid amount and payment date while keeping GST/PAN/helper fields out of the public form.
Included
What the flow covers
Trust notes
What it does
Core capabilities
Create add-row forms from saved workbook fields.
Use Business for update links, prefilled answers, dynamic dropdowns and uploads.
Review submissions and workbook writeback status from the owner workspace.
FAQ
Frequently asked questions
Is this a mobile-only form?
No. The same form works on phone and desktop browsers, so staff, vendors or customers can submit updates from the device they already use.
Can Free or Pro users create forms?
No. Forms are part of Business so support, public submissions, uploads and writeback limits stay predictable.
Which form features need Business?
Add-row forms, update rows, prefilled links, dynamic dropdowns, dependent dropdowns, file uploads and regional-language form labels are Business features.
What does Business include?
Business includes 20 active forms, 5,000 responses per month and bulk personalized form links.
Can formula fields be edited from a form?
No. Formula and internal workbook fields can be hidden or shown read-only, but not made editable.
Related features
Continue exploring WorkbookWise
My Workbooks
My Workbooks keeps custom and upgraded files separate from the public template gallery, with download, delete, share and export paths.
Share Data
Publish a read-only link with only the workbook columns, rows and filters that viewers should see.
Rows to Documents
Pick workbook rows, validate required values, then generate PDFs or ZIP batches for invoices, receipts, slips and other row-backed outputs.
Related Excel formats
Start from a matching free workbook
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Use this student attendance format in Excel when schools and coaching centres need a clean workbook for student attendance, class, section, status and parent follow-up before review, sharing, filing or monthly reporting.
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Use this payment follow up format in Excel when sales, accounts and collection teams need a clean workbook for due invoices, promised dates, owner assignment and next action before review, sharing, filing or monthly reporting.
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Ready to use Forms?
This page explains the workflow in detail. The app is where the user creates, downloads, saves or exports the workbook.