How To Make A Form In Sharepoint?

If you’re looking for an easy and efficient way to create forms in SharePoint, you’ve come to the right place. In this article, we will be discussing the steps needed to make a form in SharePoint and how simple it can be. From creating the form to customizing it to include the fields you need, this guide will show you how to make a form in SharePoint in no time.

How to Make a Form in Sharepoint

Introduction

Sharepoint is an online platform used to create and manage content, applications, and websites that can be used by businesses and organisations to collaborate on projects. It is a versatile tool used to develop sophisticated web forms, either from scratch or using a template. This guide will provide you with step-by-step instructions on how to create a form in Sharepoint.

Create a Form

The first step in creating a form in Sharepoint is to open the Sharepoint site where you want to create the form. Once you’ve opened the site, navigate to the “Lists” section. Here you will find the options to create a new list, or to use an existing list.

If you choose to create a new list, you must first select the list type. Sharepoint includes a range of options, including Contacts, Events, Announcements, Discussion Boards, and more. Once you’ve selected the list type, you will be prompted to enter the list title, description, and other information.

Add Fields to the Form

After you’ve created the list, you can begin to add fields to the form. Sharepoint provides a variety of field types, such as text, number, date, and choice. To add a new field, click the “+ Add” button and select the field type. You can also specify the field’s properties, such as whether it is required or optional.

Once your form is complete, you can begin to add data to it. To do this, click the “List” tab and then click the “New Item” button. Here you can enter the data for each field. When you are finished, click “Save” to store the data in the list.

Share the Form

Once you have created the form and added data to it, you can share it with other users. To do this, click the “Share” button in the upper right corner of the form. Here you can enter the email address of the users you want to share the form with.

You can also set permissions for each user, such as whether they can view, edit, or delete the form. When you are finished, click the “Share” button to send the invitation.

Create a View

Once you’ve shared the form, you can create a view to display the data in the form. To do this, click the “List” tab and then click the “Create View” button. Here you can select the fields you want to include in the view, as well as sort and filter the data.

When you are finished, click “Save” to create the view. Once the view is created, you can share it with other users.

Edit a Form

If you need to edit a form, you can do so by navigating to the “Lists” section of the Sharepoint site. Here you can select the form you want to edit and click the “Edit” button. This will open the form in a new window, where you can make changes to the fields, data, and other settings.

When you are finished making changes, click the “Save” button to save your changes.

Create a Form Template

If you need to create multiple forms with similar settings, you can create a form template. To do this, click the “Forms” tab and then click the “Create Form Template” button. Here you can select the fields you want to include in the form and set the form settings.

When you are finished, click the “Save” button to save the form template. You can then use the template to create new forms quickly and easily.

Conclusion

Creating a form in Sharepoint is a simple process that involves a few steps. You can create a new list, add fields to the form, share the form with other users, create a view, and edit the form. You can also create a form template to quickly and easily create new forms with similar settings. With a few clicks, you can create a powerful form in Sharepoint.

Frequently Asked Questions

What is SharePoint?

SharePoint is a web-based application that is part of the Microsoft Office 365 suite of products. It is a collaboration tool that allows organizations to store, share, and manage documents and other data. SharePoint can be used to create custom forms and workflow applications, as well as to manage documents and other content.

SharePoint also provides powerful features for search, collaboration, and business intelligence. It can also be used to create and manage websites, workflows, and other applications. With its powerful features, SharePoint makes it easy for organizations to create powerful, collaborative solutions.

How Can I Create a Form in SharePoint?

Creating forms in SharePoint can be done in a few different ways. You can use the built-in form designer to create forms from scratch, or you can use a third-party form builder to create your forms. You can also use the popular Microsoft Forms to create forms in SharePoint.

If you want to create a form in SharePoint, you will need to create a list or library in SharePoint. Once you have created the list or library, you can then use the built-in form designer to create your form. Alternatively, you can use a third-party form builder to create your form. Once you have created the form, you can then publish it to SharePoint.

What Are the Benefits of Using SharePoint Forms?

SharePoint forms offer many benefits to organizations. With SharePoint forms, you can create powerful forms that are easy to use and customize. The forms are also secure and can be shared with other users. Additionally, SharePoint forms can be used to automate business processes, such as data collection and reporting.

SharePoint forms also offer powerful features for collaboration and search. You can easily collaborate with other users and search for information quickly and easily. Additionally, you can use SharePoint forms to create powerful business intelligence solutions.

What Are the Different Types of Forms in SharePoint?

There are several different types of forms in SharePoint. The most common type is the list form, which is used to create and manage lists. You can also create custom forms and workflow applications, as well as Microsoft Forms. Additionally, you can use the popular PowerApps to create mobile forms that can be used on mobile devices.

SharePoint also provides powerful features for creating and managing forms. You can use the built-in form designer to create custom forms, or you can use a third-party form builder to create forms. You can also use the popular Microsoft Forms to create forms in SharePoint.

What Are the Best Practices for Creating Forms in SharePoint?

When creating forms in SharePoint, there are several best practices that you should follow. First, you should create forms that are easy to use and understand. You should also make sure that the forms are secure and that you are following the necessary compliance requirements. Additionally, you should make sure that you are using the right tools to create and manage forms.

You should also make sure that you are testing your forms to make sure they are working properly. Additionally, you should use analytics to track and analyze form submissions. Finally, you should make sure that you are regularly updating and maintaining your forms to ensure they are working properly.

SharePoint forms are a great way to collect data from users and store it in a secure, centralized location. With just a few simple steps, you can create a form in SharePoint that’s easy to use and manage. By utilizing the intuitive drag-and-drop form builder, you can quickly and easily customize your form to meet your business needs. With a SharePoint form, you can collect data from users, store it securely, and manage it all in one place.