There are three templates in our case: Blank, Visual, and Basic text. Then hit the Create page button. A page is created. Once you have entered the edit mode, hover the mouse over existing web parts to see the plus icon to add a new web part in the selected place.
A new Microsoft Forms part is created on a page, and it contains two buttons. As we create content on a SharePoint site from scratch, we click New form. In the window that opens on the right side of the web interface, enter a new form name, for instance, Microsoft forms example , and hit Create.
A new form is created in SharePoint, and a form web address is displayed. You can select which data to display:. As we create a form for a poll, we select the Questions tab. Below you can see a panel with the plus icon to add a question and buttons to select options for answers. You can allow users to select one of the provided answers, write any text, rate a position, select date, etc.
I will select the first option and write the question with the possible answers. You can set the option that allows users to select multiple answers and set the answer as mandatory so that a user cannot skip answering this question. Use the Publish button once you are sure that the poll has been created successfully without mistakes. We are going to publish a page that contains the poll; hence we are not pressing the Publish button now.
In our case we created three questions in our poll as shown on the screenshot below. Go back to the page of your SharePoint site where you inserted a web part with a poll. Check your page, and hit Publish to publish the page the SharePoint Online Forms in our case that contains the poll on your SharePoint team site. This part is a little more complicated than creating a poll. You should create a SharePoint list, add columns, and then customize a form in Power Apps.
In order to create a list, open your site in SharePoint Online. As an alternative, you can call your list Warehouse which works for the example below to make the name simpler. In the window that opens on the right side of the web interface, enter parameters for each column, then click Save. In this example, I create a table to reflect the items stored in a warehouse. The idea of this table is that a user should enter detailed information only if the Yes value is selected in the More Info column.
By default, after creating a form all fields are displayed for all users. Using Power Apps allows you to configure more options for fine-tuning SharePoint forms. In the screenshots, you can see the parameters set for columns when we create them for a list called Forms SharePoint Online in this example in SharePoint Online. A new SharePoint list with all needed columns is now ready.
Now you can edit your SharePoint form. Office users who have permissions to manage, edit, or design a list can edit the associated form. Power Apps opens in a new tab. Wait for the content to load. You can skip the Welcome to Power Apps Studio dialog. In the left pane of the web interface, you see the tree view with elements of a SharePoint form. In the center of the screen, you see the existing fields. You can drag and drop fields to change their position order in the form, create fields, and delete them.
The Attachments field is added by default. In the right pane the Edit pane , you can edit the properties of selected items, display fields as columns, edit layout settings, etc. Now you can configure conditional formatting. In this example, we have to explore the MoreInfo field related to the MoreInfo column.
In our case, the value is DataCardValue2. Now you have to configure displaying other fields depending on the data selected in the MoreInfo field.
In the fx field, enter the formula:. After entering this formula, the appropriate field vanishes from the form.
We have configured all the needed fields in the form to be displayed only if we select Yes in the MoreInfo field. Specify whether to leave the form open, close the form, or open another blank form after the form is submitted. In the Submit Options dialog box, select the Allow users to submit this form check box. Click Send form data to a single destination , and then click SharePoint document library in the list. In the File name box, type a name that will be used to identify the form in the document library.
Tip: You can also use a formula to ensure that each form name is unique. Click Insert Formula. To use a field in the formula, click Insert Field or Group , click the field that you want to use in the Select a Field or Group dialog box, and then click OK.
To use a function in the formula, click Insert Function , select the function that you want to use in the Insert Function dialog box, and then click OK. Tip: If the function requires parameters, select the function in the Insert Function dialog box, click OK , and then in the Formula box in the Insert Formula dialog box, double-click the function that you added, and click a field or group.
Find links to more information about functions in the See Also section. To insert a value or mathematical operator into the formula, type the value or the symbol for the mathematical operation in the Formula box. To check the formula for the correct syntax, in the Insert Formula dialog box, click Verify Formula.
To overwrite any existing forms with the same name in the document library, select the Allow overwrite if file exists check box. On the next page of the wizard, in the Enter a name for this data connection box, type a descriptive name for this submit data connection.
Verify that the information is correct in the Summary section, and then click Finish. To change the name of the Submit button that appears on the Standard toolbar and the Submit command that appears on the File menu when users fill out the form, type the new name in the Caption box in the Submit Options dialog box. If you do not want people to use a Submit command or the Submit button on the Standard toolbar when they fill out your form, clear the Show the Submit menu item and the Submit toolbar button check box.
By default, after users submit a form, InfoPath keeps the form open and displays a message to indicate if the form was successfully submitted. Internet of Things IoT. Enabling Remote Work. Small and Medium Business. Humans of IT. Green Tech. MVP Award Program. Video Hub Azure. Microsoft Business. Microsoft Enterprise. Browse All Community Hubs. Turn on suggestions. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
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