How to Create a Form in SharePoint? Using Expert’s Guidance

In the continuity of discussing the enormous features of SharePoint through several blogs. Today we will discuss its unique and widely used feature which is forms. Whether you are required to gather user feedback or collect user data, SharePoint forms can streamline the process. So, in this write-up, we will go through the journey of forms from the beginning till the end. Here we will learn how to create a form in SharePoint.

Is it Worth Creating SharePoint Forms?

Let’s take a look at the benefits of the forms option in SharePoint Online.

1. You can also customize the SharePoint forms easily without any difficulties. Most of the time the requirements are changed by the organization while collecting the data. So, SharePoint forms are flexible to edit.
2. Integration of data is also simplified in SharePoint forms. You can export the form data to Excel, Power BI, and in other M365-supportive apps.
3. There is also an option to add automated triggers on form submission. It includes confirmation emails, assigning tasks, and many more.
4. There is no need for highly technical skills to create a form in SharePoint. One who is unaware of the technicalities can also make forms in SharePoint just by drag and drop options.
5. It is not compulsory that each user is using their systems while the form is circulated. So, SharePoint forms are mobile accessible and one can easily access them through a mobile phone.
6. One of the prime concerns of the organizations is security. Due to this, SharePoint applies its top-notch security features: HIPPA & GDPR.

How to Create a Form in SharePoint?

Below are the steps that you should follow to complete your task.

• Step 1. Sign in to your SharePoint account.
• Step 2. Move to the SharePoint List and now you can see the Title, Number, Yes/No, Person, and Date as common columns in the List form.
• Step 3. You can also add the custom column by hitting the +Add Column option.
• Step 4. Next, press the +New button to create a form in SharePoint.
• Step 5. Now, you can see the columns, enter the details, and hit Save.

By using the above steps you can make a form in SharePoint without any hindrances.

How You Can Make a Custom Form in SharePoint?

For customization of the forms in SharePoint, you need to execute the below steps.

• Step 1. Open the SharePoint List and then hit Settings.
• Step 2. Choose List Settings and scroll down till the end.
• Step 3. Now select the Column ordering option.
• Step 4. Use the numbered dropdown to assign the orders to the columns in the list form.
• Step 5. After setting the order, hit OK.
• Step 6. To make the information mandatory, tick the columns under the Required option.
• Step 7. You can also click on Columns to edit them. Finally, press OK to apply the changes.

Alternatives to Customize the SharePoint Forms

You can also use the other Microsoft 365 apps to customize the forms and also find a new way to create a form in SharePoint.

1. Power Apps

Power Apps is used to build applications without knowing the technicalities behind them. It helps to add, remove, and modify the fields. Also, provides options to modify the layouts and the opportunity to add custom rules or validations.

For improvising the form as per requirement, you can drag and drop the fields, add labels, and buttons, and also set up the conditional formatting. After applying all of the changes hit Save and then Publish to SharePoint.

2. Visual Studio

You can also consider Visual Studio to create the forms to collect the user’s data. But you need to be well-versed in the traditional code and development experience to use it. There are limitless customization options in Visual Studio. However, it is tough to create and manage forms in Visual Studio.

3. SharePoint Designer

It is also able to customize the SharePoint forms, it is basically used to edit the websites. You can launch the existing SharePoint list and create an.ASPX web to render and manage the form. It allows you to update the layout, show or hide fields, and many more. It also required SharePoint architecture and fundamental programming language.

4. Microsoft Forms

It is mainly used to create surveys, and quizzes, and take feedback. It is possible to embed the Microsoft forms in SharePoint Online pages via Embed Web part. If you do not want to go to the technicalities, then you can use this approach to create a form in SharePoint.

Best Practices that You Should Follow While Creating Forms in SharePoint

1. Avoid adding too many fields that complicate the form and make it difficult to understand to the users.
2. Add the data validation so that users can only provide the correct information.
3. Before going to share it with the users, firstly test it in all of the possible scenarios for better user experience and seamless data collection.
4. Review and update your form regularly to ensure it meets the current organization’s requirements.

As per the necessity of the organizations, sometimes the organizations need to rebrand themselves. In that situation, you need to perform SharePoint tenant to tenant migration. But the question is how.

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Take a look at the Expert’s Recommended SharePoint Migration Tool. It is one of the proficient tools to help you rebrand your organization by shifting your SharePoint data to another tenant.

Conclusion

Creating forms in SharePoint enhances the data collection process in the organizations. Through this blog, we have explained all of the steps to create a form in SharePoint. In addition, we have also discussed how the other M365 apps can help to customize the forms and export them in SharePoint. Now you can go with the above-explained steps and make a form as per the requirement.