How To Create A Nintex Form In Sharepoint 2013?

Are you looking for a way to easily create forms for your Sharepoint 2013 environment? The Nintex Forms tool can give you just that, and in this article, you’ll learn how to use it. We’ll walk you through the steps of creating a Nintex Form in Sharepoint 2013, from designing to deploying it. So if you’re ready to get started, read on!

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Creating a Nintex Form in SharePoint 2013

Nintex Forms provide a powerful platform for creating and managing forms in SharePoint 2013. This guide will walk you through the steps required to create a Nintex Form in SharePoint 2013.

Step 1: Access the Nintex Forms App

The first step in creating a Nintex Form in SharePoint is to access the Nintex Forms app. This can be done by navigating to the Site Contents page in SharePoint and clicking on the Nintex Forms app. This will open a new window where you can manage your forms.

Step 2: Create a New Nintex Form

Once you have accessed the Nintex Forms app, the next step is to create a new form. To do this, click on the “Create New Form” button located at the top of the window. This will open the “Create New Nintex Form” window where you can enter the name and description of the form you wish to create.

Step 3: Design the Nintex Form

Now that you have created a new Nintex Form, the next step is to design it. This can be done by clicking on the “Design” tab located at the top of the window. This will open the “Design” window where you can add, delete, and modify the various elements of the form.

Step 4: Configure the Form Settings

Once you have designed the form, the next step is to configure the form settings. This can be done by clicking on the “Settings” tab located at the top of the window. This will open the “Settings” window where you can configure the form’s settings, such as its name, description, and permissions.

Step 5: Add Form Controls

The next step in creating a Nintex Form in SharePoint is to add form controls. This can be done by clicking on the “Form Controls” tab located at the top of the window. This will open the “Form Controls” window where you can add, delete, and modify the various elements of the form.

Step 6: Configure the Form Rules

To configure the form rules, click on the “Rules” tab located at the top of the window. This will open the “Rules” window where you can create, delete, and modify the various rules of the form.

Step 7: Publish the Form

Once you have configured the form rules, the next step is to publish the form. This can be done by clicking on the “Publish” button located at the top of the window. This will open the “Publish” window where you can enter the details of the form you wish to publish.

Step 8: Activate the Form

To activate the form, click on the “Activate” button located at the top of the window. This will open the “Activate” window where you can enter the details of the form you wish to activate.

Step 9: Test the Form

The final step in creating a Nintex Form in SharePoint is to test the form. This can be done by clicking on the “Test” button located at the top of the window. This will open the “Test” window where you can enter the details of the form you wish to test.

Step 10: Monitor the Form

Once you have tested the form, the next step is to monitor it. This can be done by clicking on the “Monitor” tab located at the top of the window. This will open the “Monitor” window where you can view the performance of the form and make any necessary changes.

Related Faq

What is a Nintex Form in SharePoint 2013?

A Nintex Form is a type of form that is used to create and manage electronic forms within SharePoint 2013. It is used to collect data from users, such as feedback or survey data, and to present information or documents to users. With Nintex Forms, users can create forms with a wide variety of controls such as text boxes, checkboxes, drop-down lists, and radio buttons. They can also use Nintex Forms to create complex workflows for collecting and managing data.

Nintex Forms can be used to create simple forms for collecting information, or complex forms that run automated workflows. They are also easy to customize and can be integrated with other applications and services, such as Microsoft Office and SharePoint.

How do I create a Nintex Form in SharePoint 2013?

Creating a Nintex Form in SharePoint 2013 is easy. First, users need to open the Nintex Form designer within SharePoint. This can be done by clicking on the “Forms” tab in the ribbon at the top of the page. Once the form designer is open, users can select the type of form they would like to create and then add the desired controls to the form. Once the form is complete, users can click the “Publish” button to save the form and make it available to users.

Once the form is published, users can then use the Nintex Forms designer to customize the form as needed. This can include adding additional controls, changing the look and feel of the form, or adding logic to the form. After the form is customized, users can then add the form to a page on the SharePoint site where it can be accessed by users.

What tools can be used to create a Nintex Form in SharePoint 2013?

Nintex Forms Designer is the primary tool used to create forms in SharePoint 2013. It is a web-based form designer that allows users to quickly create forms and workflows. It includes an intuitive user interface and supports a wide variety of field types, including text boxes, checkboxes, drop-down lists, and radio buttons. Nintex Forms Designer also allows users to customize the look and feel of the form and to add logic to the form.

Once the form is created, users can also use Nintex Workflow Designer to create automated workflows that are triggered when a form is submitted. This allows users to automate processes such as routing forms to the appropriate user, sending notifications, and more. Nintex Forms and Nintex Workflow Designer can be used together to create complex forms and workflows.

How do I add a Nintex Form to a page in SharePoint 2013?

Once a Nintex Form has been created and published, users can add it to a page on a SharePoint site. To do this, users need to open the page where they want to add the form. Then, they need to click the “Insert” tab in the ribbon at the top of the page, and select the “Nintex Form” option. This will open a dialog box where users can select the form they would like to add to the page. Once the form is selected, users can click the “Insert” button to add the form to the page.

The form will then appear on the page, and users can customize it as needed. This can include configuring the form to accept input from users, such as data entry or survey responses, or presenting documents to users. Once the form is configured, users can then save the page to make the form available to users.

What are the benefits of using a Nintex Form in SharePoint 2013?

Nintex Forms are a powerful tool for creating and managing forms and workflows in SharePoint 2013. They are easy to use and allow users to quickly create forms and workflows without having to write any code. They also allow users to customize the look and feel of the form and to add logic to the form. Additionally, Nintex Forms can be integrated with other applications and services, such as Microsoft Office and SharePoint.

Using Nintex Forms also allows users to automate processes such as routing forms to the appropriate user, sending notifications, and more. Nintex Forms and Nintex Workflow Designer can be used together to create complex forms and workflows. This makes it easier for users to manage forms and workflows, and allows them to focus on their core tasks rather than dealing with manual processes.

Nintex Forms Tutorial 3: Building Forms

Creating a Nintex Form in SharePoint 2013 is a great way to customize your SharePoint forms and add more functionality to your site. With Nintex Forms, you can easily create a form with a wide range of features such as data validation, data collection, and workflow automation. By following the steps outlined above, you can get started creating your own Nintex Forms in SharePoint 2013 quickly and easily. With Nintex Forms, you can take your SharePoint forms to the next level and make your site more powerful and efficient.