How To Create A Form In Sharepoint Designer 2013?
Are you looking for a way to quickly and easily create a form in SharePoint Designer 2013? If so, you’ve come to the right place. In this article, we’ll provide a step-by-step guide to creating a form in SharePoint Designer 2013. We’ll cover the basics of how to set up a form, create the form fields you need, and then publish your form for use. With this guide, you’ll be able to have a fully functioning form in no time!
Creating a Form in SharePoint Designer 2013 – Step by Step Tutorial:
- Open SharePoint Designer 2013, then open the site where you want to create a form.
- Go to the ‘Forms’ folder and click ‘New’.
- Select ‘Infopath Form’ from the list.
- Enter the name of the form that you want to create.
- Click ‘Design Form’ and add the fields that you want to use in the form, then save it.
- Go to the ‘Form Options’ and select the desired options.
- Click ‘Save and Publish’.
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How to Create a Form in Sharepoint Designer 2013
Sharepoint Designer 2013 is a powerful tool that can be used to create custom forms with ease. It is easy to use and provides a wide range of options for creating forms. In this article, we will explain the steps to create a form in Sharepoint Designer 2013.
Step 1: Log into SharePoint Site
The first step is to log into the SharePoint site using your username and password. This will give you access to the SharePoint Designer 2013 tool.
Step 2: Open SharePoint Designer 2013
Once you have logged into the SharePoint site, open SharePoint Designer 2013. You will find the icon on the home page. Once you open the tool, you will be able to see the various options available.
Step 3: Create a New Form
In the SharePoint Designer 2013, you will find the option to create a new form. Click on the “Create” button and you will be prompted to enter the details of the form.
Step 4: Select a Form Type
Once you have entered the details of the form, you will be prompted to select a form type. You can choose from the various form types such as HTML, InfoPath, and XAML.
Step 5: Design the Form
Once you have selected the form type, you will be able to design the form. You can add text boxes, check boxes, radio buttons, drop-down lists, and other elements to design the form.
Step 6: Add Custom Rules
Once you have designed the form, you can add custom rules to it. This will allow you to validate the form data and ensure that it meets the requirements.
Step 7: Add Validations
Once you have added the rules, you will be able to add validations. This will help you ensure that the form data is valid and that it meets the requirements.
Step 8: Publish the Form
Once you have added the validations, you will be able to publish the form. This will allow you to share the form with others and they will be able to access it.
Step 9: Add Form to a Page
Once you have published the form, you will be able to add it to a page. This will allow you to share the form with others and they will be able to access it from the page.
Step 10: Test the Form
Once you have added the form to a page, you will be able to test it. This will allow you to ensure that the form works as expected and that it meets the requirements.
Frequently Asked Questions
What is Sharepoint Designer 2013?
Sharepoint Designer 2013 is a web-based application developed by Microsoft that allows users to create custom forms, workflows, and applications for the SharePoint platform. It is the successor to Microsoft Office SharePoint Designer 2007 and has been designed to be more user-friendly and to provide a more powerful toolset for web development. With Sharepoint Designer 2013, users can create forms for data collection, set up workflows for automated processes, and develop custom applications to meet specific needs.
Sharepoint Designer 2013 is part of the SharePoint suite of applications, which allows users to create, collaborate, and share information in a secure environment. It is designed to be used in conjunction with other Microsoft products such as Office 365, Microsoft Teams, and SharePoint Online.
How to Create a Form in Sharepoint Designer 2013?
Creating a form in Sharepoint Designer 2013 is relatively straightforward. First, open Sharepoint Designer 2013 and navigate to the site you want to create the form in. Next, select the “Forms” tab at the top of the window and then click “Create a New Form.” This will open a new window where you can enter the form’s title and description. Once you’ve entered this information, click “OK” to create the form.
The next step is to add the fields you want to include in the form. To do this, click the “Add a Field” button and select the type of field you want to add. You can also configure each field’s settings, such as the data type, field label, and field size. Once you’ve added all the fields you want to include in the form, click “Save” to save your form.
What Are the Benefits of Creating a Form in Sharepoint Designer 2013?
Creating forms in Sharepoint Designer 2013 provides a number of benefits. First, it allows users to quickly and easily create custom forms that can be used to collect data, manage workflows, and develop applications. Additionally, forms created in Sharepoint Designer 2013 are secure, as all data collected is stored in the SharePoint environment.
Another benefit is that forms created in Sharepoint Designer 2013 can be easily integrated with other Microsoft products, such as Office 365, Microsoft Teams, and SharePoint Online. This allows users to create forms that can be used to collect data, manage workflows, and develop applications across different platforms. Additionally, forms created in Sharepoint Designer 2013 are also easily customized, allowing users to make changes to the form’s layout, design, and fields as needed.
How Can I Publish a Form I Created in Sharepoint Designer 2013?
Once you’ve created a form in Sharepoint Designer 2013, you can publish it to make it available to users. To do this, click the “Publish” button at the top of the window and then select the site where you want to publish the form. You can also configure the form’s settings, such as the permissions, notifications, and workflow. Once you’ve configured the form’s settings, click “Publish” to make it available to users.
Additionally, you can also share the form with specific users or groups. To do this, click the “Share” button at the top of the window and then enter the names of the users or groups you want to share the form with. Once you’ve entered the names, click “Share” to make the form available to them.
How Can I Test a Form Created in Sharepoint Designer 2013?
It is important to test a form before publishing it to ensure that it is functioning properly. To test a form created in Sharepoint Designer 2013, open the form and enter some dummy data. Then, click the “Test” button at the top of the window. This will open a new window where you can review the form’s data and make sure that it is functioning properly. Once you’ve reviewed the data, click “Close” to close the window.
Additionally, you can also test the form’s workflow and notifications. To do this, click the “Test Workflow” button at the top of the window and then enter the name of the user you want to send the workflow to. Then, click “Test” to send the workflow to the user. Once the workflow is sent, you can review the notifications to make sure that they are working properly.
What Are the Limitations of Creating Forms in Sharepoint Designer 2013?
Creating forms in Sharepoint Designer 2013 does have some limitations. For one, forms created in Sharepoint Designer 2013 are limited to the fields and data types supported by the SharePoint platform. Additionally, forms created in Sharepoint Designer 2013 are not as customizable as forms created in other web-based applications.
Another limitation is that forms created in Sharepoint Designer 2013 are only available to users in the SharePoint environment. This means that users outside of the SharePoint environment, such as those using Office 365, Microsoft Teams, or SharePoint Online, will not be able to access the form. Additionally, forms created in Sharepoint Designer 2013 cannot be accessed on mobile devices.
Create personalized forms with Forms Designer for Sharepoint 2013
Creating a form in Sharepoint Designer 2013 can be a daunting task for someone new to the platform. However, by following the steps laid out in this article, you can quickly and easily create a custom form that meets your exact needs. With the help of Sharepoint Designer 2013, you can create an engaging and interactive form with a few simple clicks. So, take the plunge and create a form that will make your documents look great and make your project management easier.
