How To Create Forms In SharePoint

Are you struggling with creating forms in SharePoint for your business or organization? Look no further! This article will guide you through the process with step-by-step instructions and tips to ensure a smooth and efficient form creation. Don’t let the complexity of SharePoint forms hold you back, let’s get started!

What Are the Different Types of Forms in SharePoint?

SharePoint offers a plethora of tools and features to enhance the functionality of your site. One such feature is the ability to create forms, which can be used for various purposes such as data collection, feedback, and more. In this section, we will discuss the different types of forms available in SharePoint and their unique functions. From list forms to custom forms, we will explore the various options you have at your disposal. So, let’s dive into the world of SharePoint forms and discover the best fit for your needs.

1. List Forms

1. Access SharePoint and open the desired list.
2. Click on the ‘New’ button to create a new item in the List Forms.
3. Fill out the fields in the form that appears and click ‘Save’.
4. To edit an existing item, select the item and click on ‘Edit’ in the List Forms.
5. Make the necessary changes and click ‘Save’ to update the item in the List Forms.

2. Library Forms

1. Using the Default Form: Access the library, click on the ‘New’ button, and select the default form type to create a new item.
2. Creating a Custom Library Form: Customize the form using PowerApps or SharePoint Designer to align with specific requirements for Library Forms.

SharePoint library forms provide a streamlined approach for managing and organizing documents within the SharePoint environment.

3. Web Part Forms

1. Adding a Web Part to a Page
2. Configuring the Web Part Form

SharePoint web part forms, also known as Web Part Forms, provide a user-friendly way to gather and display information on a page, enhancing the overall user experience.

4. Custom Forms

1. Open SharePoint and go to the desired site.
2. Click on “Site Contents” and choose the desired list or library.
3. Select “PowerApps” from the command bar and click on “Customize forms.”
4. PowerApps will open in a new window. Customize the form using the available options and controls.
5. Once finished, save and publish the custom form to make it accessible for use.

How to Create a List Form in SharePoint?

In SharePoint, creating a list form is a fundamental skill that allows users to efficiently collect and manage data. There are two methods of creating a list form: using the default form or creating a custom form. In this section, we will discuss the steps for both approaches, so you can choose the method that best suits your needs. Let’s dive into the world of SharePoint forms and learn how to create a list form in just a few simple steps.

1. Using the Default Form

When creating a form in SharePoint using the default option, follow these steps:

1. Navigate to the desired list or library.
2. Click on the ‘New’ button to add a new item or document.
3. Fill in all required fields in the default form.
4. Click ‘Save’ to submit the form.

True story: As a beginner in using SharePoint, I opted for the default form option and found it to be intuitive and time-saving!

2. Creating a Custom List Form

1. Navigate to your SharePoint site and select the list for which you want to create a custom form.
2. Click on the ‘Power Apps’ option from the command bar and choose ‘Customize forms’ to open Power Apps.
3. In Power Apps, customize the form by adding, removing, or modifying fields as per your requirements.
4. Once you’re done with creating the custom list form, save and publish it to make it available for users.

Fact: Utilizing Power Apps to create a custom form in SharePoint can greatly enhance user experience and streamline data collection processes.

How to Create a Library Form in SharePoint?

In SharePoint, creating forms for your libraries is an essential skill for organizing and managing your documents effectively. There are two methods to create a library form: using the default form or creating a custom one. In this section, we will guide you through the steps of both methods, so you can choose the one that best suits your needs and preferences. Let’s get started on learning how to create a library form in SharePoint.

1. Using the Default Form

1. Navigate to the desired list or library in SharePoint.
2. Select the ‘New’ button to create a new item or document.
3. A default form will appear with pre-defined fields for input.
4. Enter all necessary information and save the form.

2. Creating a Custom Library Form

1. Open the desired library in SharePoint.
2. Click on the ‘Library’ tab at the top of the page.
3. Select ‘Library Settings’ from the Settings group.
4. Under ‘General Settings’, choose ‘Form Settings’.
5. Select ‘Use a custom form created in PowerApps’ and save the changes.

How to Create a Web Part Form in SharePoint?

In SharePoint, creating forms for various purposes is a common task for users. One way to create a form is by using web parts, which allow for customizable and interactive elements on a page. In this section, we will discuss how to create a web part form in SharePoint, including the steps to add a web part to a page and how to configure the form to suit your specific needs. Let’s dive into the details of creating a web part form in SharePoint.

1. Adding a Web Part to a Page

1. Navigate to the desired page where you wish to incorporate the web part.
2. Click on ‘Edit’ to enter the edit mode for the page.
3. Select the location on the page where you want to add the web part.
4. Click on ‘Insert’ from the ribbon.
5. Choose ‘Web Part’ from the menu.
6. Select the desired web part from the available list.
7. Click ‘Add’ to insert the web part onto the page.
8. Save the changes made to the page by clicking ‘Save’.

2. Configuring the Web Part Form

1. Click on ‘Edit’ for the web part on the page.
2. Choose ‘Configuring the Web Part Form’ from the dropdown menu.
3. Under ‘Miscellaneous’, select ‘Default form’ or ‘Custom form’ according to your requirements.
4. Click ‘OK’ to save the changes.

When configuring the web part form, ensure it aligns with the overall design and functionality of the SharePoint site. Test the form across different devices and user scenarios to guarantee a seamless experience.

How to Create a Custom Form in SharePoint?

When it comes to creating custom forms in SharePoint, there are two main options available: using InfoPath or using PowerApps. In this section, we will discuss the step-by-step process for creating a custom form in SharePoint using both of these methods. Whether you are new to SharePoint or a seasoned pro, this guide will provide you with the necessary information to easily create a custom form that suits your specific needs and requirements. Let’s dive in and explore the two approaches to creating a custom form in SharePoint.

1. Using InfoPath

1. Open Microsoft InfoPath.
2. Select ‘Design a Form Template’ to create a new form.
3. Choose a Blank Form or a Form Wizard to start building your form.
4. Add and customize fields, sections, and controls according to your requirements.
5. Preview and test the form for functionality and user-friendliness.
6. Save the form and publish it to SharePoint.

If you are currently using InfoPath, consider transitioning to PowerApps for future-proof forms. Also, keep your forms simple for improved usability.

2. Using PowerApps

1. Access PowerApps: Go to the SharePoint list, click ‘PowerApps’ on the command bar, and select ‘Customize forms’.
2. Customize the Form: Using PowerApps, you can easily design the form by adding and configuring elements such as text inputs, dropdowns, and buttons.
3. Connect Data Sources: Integrate the form with various data sources, including SharePoint lists, libraries, and external sources.
4. Implement Logic: Utilize PowerApps functions to apply business logic for dynamic form behavior and validation.

Best Practices for Creating Forms in SharePoint

When it comes to creating forms in SharePoint, there are certain best practices that can help streamline the process and ensure a successful outcome. In this section, we will discuss the top three best practices for creating forms in SharePoint. These include keeping the form simple and user-friendly, utilizing validation rules to ensure accurate data entry, and testing and refining the form to improve its functionality. By following these guidelines, you can create effective and efficient forms in SharePoint for your organization.

1. Keep it Simple

• Begin with a clear objective for the form.
• Utilize simple and familiar language.
• Minimize the number of fields and options.
• Organize the layout for easy navigation.
• Ensure compatibility with various devices.

Remember, simplicity is key to enhancing user experience and improving form completion rates. Avoid overwhelming users with unnecessary complexities.

2. Use Validation Rules

• Define clear and specific validation rules for each form field.
• Utilize built-in validation options such as required fields, data type validation, and pattern matching.
• Consider custom validation using JavaScript for more complex requirements.
• Test the validation rules thoroughly to ensure they function as intended.

Pro-tip: Always communicate clear error messages to users when using validation rules to guide them in providing the correct input.

3. Test and Refine

1. Thoroughly test and refine the form to identify any errors or areas of improvement.
2. Solicit feedback from users to further refine the form based on practical usage.
3. Perform regular updates and maintenance to ensure the form continues to meet evolving needs.

Fact: In SharePoint, the continuous refinement of forms is crucial for enhancing user experience and optimizing data collection.

Frequently Asked Questions

How do I create a new form in SharePoint?

To create a new form in SharePoint, follow these steps:

1. Go to the SharePoint site where you want to create the form.
2. Click on the “Settings” gear icon in the top right corner and select “Add an app”.
3. In the pop-up window, search for “Custom List” and click on it.
4. Enter a name for your new list and click “Create”.
5. The new list will open, click on the “Add column” button to add fields to your form.
6. Save your changes and your form will be created.

Can I customize the appearance of my form in SharePoint?

Yes, you can customize the appearance of your form in SharePoint by using the “Customize Form” option. This allows you to change the layout, design, and functionality of your form according to your specific needs and requirements.

How can I add validation to my form in SharePoint?

To add validation to your form in SharePoint, follow these steps:

1. Open your form in edit mode.
2. Click on the field that you want to add validation to.
3. In the “Column settings” section, click on “Validation”.
4. Choose the type of validation you want to add and enter the rules and error messages.
5. Save your changes and your form will now have validation in place.

Is it possible to add attachments to my form in SharePoint?

Yes, you can add attachments to your form in SharePoint by adding an “Attachment” type column to your form. This will allow users to upload files and documents directly to the form when filling it out.

Can I share my form with others in SharePoint?

Yes, you can share your form with others in SharePoint by granting them permissions to access and edit the form. You can also send a link to the form via email or add it to a SharePoint page for easy access.

How do I view responses to my form in SharePoint?

To view responses to your form in SharePoint, follow these steps:

1. Open your form and click on the “Responses” tab.
2. You can view all responses in a list or click on individual responses to see more details.
3. You can also export the responses to Excel for further analysis.