How To Create A Request Form In Sharepoint?

Creating a request form in Sharepoint can be a daunting task, especially if you’re new to the platform. This guide will provide you with step-by-step instructions on how to quickly and easily create a request form in Sharepoint. We’ll cover how to add the necessary fields and customize the form to fit your needs, as well as how to make the form accessible to users. With this guide, you’ll have a streamlined request form in no time.

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How to Create a Request Form in Sharepoint?

Sharepoint is a powerful and secure platform that allows users to create forms and workflows for managing data. The ability to create a request form in Sharepoint is an essential part of many organizations’ operations. This guide will show you how to create a request form in Sharepoint in just a few steps.

Step 1: Select a Template

The first step in creating a request form in Sharepoint is to select a template. There are several templates available on the Sharepoint platform, including a “Request Form” template, a “Survey Form” template, and an “Application Form” template. Each of these templates offers different features and functions that you can use to customize the request form to your needs.

Once you’ve selected a template, you can begin to customize the form by adding additional fields. For example, if you’re creating a request form for a purchase order, you might want to add fields for the item name, quantity, and price. You can also add additional fields to collect other information, such as contact details or comments.

Step 2: Create the Request Form

Once you’ve selected a template and added the necessary fields, you can create the form by clicking the “Create” button. This will open a window where you can enter the form title and description. You can also choose to add a logo or other images to the form.

Once you’ve entered the form details, click the “Save” button to save the form. You can then view the form by clicking the “View” button. This will open the form in a new window that you can use to test the form and make any necessary changes.

Step 3: Publish the Request Form

Once you’ve created and tested the form, you can publish the form by clicking the “Publish” button. This will make the form available to anyone with access to the Sharepoint site. You can also choose to share the form with specific users or groups.

You can also configure the form so that it is only available to certain users, or only available during certain times. This can be useful for forms that need to be filled out on a regular basis, such as monthly status reports or weekly expense reports.

Step 4: Set Permissions

Once the form is published, you can set the permissions for who can view and edit the form. You can also configure the form so that users can only view the form, or can only submit the form. This can be useful if you want to limit who can view the data or who can submit the form.

You can also configure the form to require users to enter their name and contact information when submitting the form. This can be useful for collecting information about who is submitting the form, as well as ensuring that the form is only submitted by authorized users.

Step 5: Create Workflows

Once the form is published and the permissions have been set, you can create workflows to automate the process of collecting and managing the data. Workflows can be used to send reminders, emails, or notifications when the form is submitted. They can also be used to route the form to different users for approval or review.

You can also configure the workflow to send notifications when the form is submitted or when the form is approved or rejected. This can be useful for tracking the progress of the form and ensuring that all users are notified when changes are made.

Step 6: Monitor the Form

Once the form is published and the workflows are set up, you can monitor the form to ensure that everything is working correctly. You can view how many people have submitted the form, how many forms have been approved or rejected, and how long it has taken for the form to be processed.

You can also use the Sharepoint platform to track the performance of the form over time. This can be useful for identifying areas where the form could be improved or where additional features could be added.

Step 7: Make Changes

If you need to make changes to the form, you can do so from the Sharepoint platform. You can add additional fields or modify existing fields, as well as change the workflow or set new permissions.

You can also use the “Preview” button to preview the changes before they are made. This can be useful for ensuring that the changes are working as expected before they are published.

Step 8: Publish the Changes

Once you’ve made the necessary changes, you can publish the form by clicking the “Publish” button. This will make the changes available to anyone with access to the Sharepoint site. You can also choose to share the changes with specific users or groups.

Once the changes have been published, the new version of the form will be available for users to view and submit. You can continue to monitor the form to ensure that it is working correctly and that all users are notified of any changes.

Frequently Asked Questions

How do I create a request form on Sharepoint?

The process of creating a request form on Sharepoint is relatively straightforward. First, you need to create a list on the Sharepoint site for the request form. This list should include all the relevant information that will be requested from the user. After creating the list, you need to add the necessary columns, such as a title, description, due date, and any other pertinent information. Once the list is created, you can then create an associated form to capture the data from the user. This form should be designed with an intuitive user interface and should include all the necessary fields to capture the required information.

Finally, you need to configure and publish the form. This can be done by using the appropriate setting in the list settings page. After configuring the form, it can be published to a specific location and it will be available to be used by users. The request form should now be ready to use and accepting submissions from users.

Creating a request form in Sharepoint is a great way to streamline your workflow and make it easier to manage requests. With the help of this guide, you’ll be able to create a comprehensive request form that you can use to quickly and accurately process requests. With a few clicks, you can create a powerful and intuitive request form that will help you save time and energy. No matter what type of request you’re looking to process, Sharepoint can help you make it as easy as possible.