Learn how to create a form in SharePoint Online, customize your forms to suit your needs, and efficiently manage data collection. From building basic forms to advanced setup, this guide provides practical tips for business use. Streamline your workflow with SharePoint’s easy form creation tools.
Have you ever thought “How to create a form in SharePoint Online?” If so, let’s discuss why this question might be important to you. Microsoft Office 365’s SharePoint Online service offers many tools that can help you improve workflows and be more productive. Among these tools is the capability to create custom forms that can be used for various purposes.
1. Data Collection and Management: Forms drive data collection efforts. Whether you need to get employees’ details, keep tabs on project status, or retrieve feedback from customers, SharePoint Online forms are designed for this purpose.
2. Automated Workflow: Integration of forms with SharePoint workflows automates monotonous duties, minimizes mistakes, and boosts effectiveness generally. For instance, a new employee form could trigger a series of onboarding tasks, ensuring a smooth transition.
3. Central Access and Collaboration: You can use SharePoint Online forms for sharing among members within different groups, making sure that all are using the same document collaboratively.
4. Customizing and Flexibility: The extent to which one can customize their SharePoint Online form allows them to come up with one that best suits their particular organizational needs in terms of data entry forms or survey questionnaires.
5. Incorporating Other Tools: SharePoint Online has seamless integration with other tools such as Excel, Outlook as well as Power BI from Microsoft. As a result, you are able to harness the capabilities of these standard applications in your form data analysis and visualization tasks.
6. Mobile Accessibility: This means forms in SharePoint Online are created in a way that makes it easy to use them from any device including smartphones so that teams working within an organization can view or submit information at any time they like.
7. Improved User Experience: Effective form design can enhance the way users interact with data, making it more user-friendly and thereby faster. Consequently, this increases engagement rates between users leading to greater contentment on the whole.
So you have learned about the benefits of developing forms using SharePoint Online. Let's go ahead and get started. Below are three common ways in which one can create forms, highlighting advantages as well as when each can be used.
SharePoint lists act as the basic building blocks of this platform and each has its own in-built form meant for entering data. Though these forms are not as customizable as those which are personally made, they serve as a quick way of commencing your work.
1. To create a new list: Go to your SharePoint site and click on “Create” and “List”. Depending on your requirements, choose the most appropriate list template, for example, Announcements, Contacts, or Tasks.
2. Alter the list form: Once you have created the list, you could make alterations such as changing or removing fields, adjusting field types, and modifying its layout.
3. Use form: Whenever anything is added into the list, an automatic form will pop up enabling users to write any information they would like and submit it.
For more advanced customization, SharePoint Designer offers a strong set of tools that you can use to create custom forms. Forms can be designed with SharePoint Designer using various control elements or templates.
1. Access SharePoint Designer: Startup SharePoint Designer and link up with the SharePoint site where you want to connect.
2. Prepare a new model: Move towards the "Forms" segment then craft a new layout.
3. Do the design work: Perform layout adjustments that will see you through this design procedure which may involve setting properties for controls such as text boxes, list boxes(containing items), or checkboxes if needed. Before finally defining what the layout should be, the form will use the default template itself.
4. Save your form: Upon completion of creating an interface that suits all your needs, publish it onto SharePoint. Also, you are free to link this or any other list/library with this one.
Power Apps is a no-code required service for making exclusive mobile applications and layouts. Its point-and-click app development experience provides a variety of components prior to building them yourself.
1. Create an app in PowerApps: When you open PowerApps, click on the Canvas app.
2. Add a data connection: Link your PowerApp to a SharePoint list or other data connection.
3. Design the form: You can use the Power Apps interface for adding controls, setting properties, and defining the form layout.
4. Publish the app: Publish it on your SharePoint site when you are done with the form design so that users can access it and interact with the form.
This article addresses the question “How to create a form in SharePoint Online”. If you’re considering migrating files from your current cloud service to SharePoint, or vice versa, MultCloud can be extremely useful. Trusted by over 3 million users, MultCloud is a multi-cloud management tool that facilitates the transfer or synchronization of files between various cloud services.
For instance, it allows for seamless file transfers from cloud drives like Google Drive to SharePoint Online without the need to download and then re-upload files. MultCloud also enables you to access and manage all your cloud accounts via a single application. Currently, it supports more than 30 different cloud services, including Google Drive, OneDrive, Dropbox, Box, Google Photos, iCloud Photos, FTP, WebDAV, and more.
With the above ways, you will be able to develop forms that improve your business processes while making them more efficient through the utilization of SharePoint online tools.