Everything You Want to Know About SharePoint Forms

Information is a helpful tool in this modern industry, and you must drive productivity in the business. SharePoint has a wide collection of tools scattered around to help you ease the tasks. It provides solutions for various documents, appointments, tasks, or emails. 

SharePoint forms are a window that has different fields and labels to add data and sort tables. They have been an amazing management tool and outstanding collaboration for years. 

What are the common requirements of SharePoint forms?

  1. Mobile Responsive

Many users are working with multiple devices. There is an increase in mobile traffic which means you require making your SharePoint forms mobile-friendly. Filling the forms should be effortless and less time-consuming. 

  1. Looks and feel 

Who won’t like a pleasant form? The importance of UI is that it will represent your brand to the users. It is significant to have the right text, fonts, colors, and other layout components in the form. 

  1. Conditional Formatting 

A form will ask for different types of information from the target audience. Like users previously enter or collected indirectly on your website. Conditional formatting is used to minimize the size of the form, which can be completed easily. 

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What is the range of functions available in SharePoint online forms? 

As a business platform, collaboration with Microsoft SharePoint will improve your productivity. Some functions that give you the right opportunities are:

  • Sharing: It gives you the freedom to work as a team and share ideas. Take advantage of the collective knowledge in the organization.
  • Connecting: Exchange information with your colleagues, customers, and business partners that are linked to your organization.
  • Managing: Many businesses might fail at this task. SharePoint custom forms help to manage documents and content of multiple types. 
  • Discovering: It is quick and reliable to get all the information about your organization’s people, data, and content through SharePoint forms. 
  • Creating: Build your business applications based on forms information and workflows. This will be available to colleagues and employees.
  • Deciding: With the business intelligence functions help to make informed business decisions. 

How can you use your SharePoint forms?

Creating a Survey 

  • Identify the new potential customers 
  • Learn about your target audience 
  • Market researches to build new strategies 
  • Grab new business opportunities 
  • Examine and provide a solution for business concerns

Make Quiz

  • Increase your email subscribers 
  • Create case studies 
  • Turn leads into potential customers 
  • Create forms for educational purposes 

Building Poll

  • Obtain customers feedback
  • Improving customer engagement 
  • Understand your customers 
  • Create content to showcase results 
  • Increase traffic on your business website

How to create SharePoint forms?

SharePoint has a default list form. This allows us to set data types for fields and enter data in the SharePoint list. Experienced users sometimes need advanced functionalities like creating business logic or dynamic fields. Here the below tools will come in handy: 

  1. SharePoint Lists 

Default forms are available for SharePoint lists. Create a list and add a corresponding form to insert and modify items. It gives you the option to organize the fields, validate input, format, attach files, and add basic calculations. There are advanced options like adding limited permissions and enabling workflows. 

Generic SharePoint forms are the best choice for simple apps with too many records and require basic functionality. Lists also provide a data sheet view to edit limited columns. 

  1. SharePoint forms Designer

Creating SharePoint custom forms in the SharePoint designer is hassle-free. Take an existing list and use the designer to build a new .aspx page that will control the forms. With the help of a SharePoint designer, you can show or hide the fields based on your criteria, change the layout, multiple data controls, rich graphics, texts, and use the code of the form. 

The SharePoint Designer is a website-editing tool that helps you to work directly with the SharePoint files.  It lets you handle workflows using a wizard, modify master pages, and handle code directly. You get the freedom to customize the SharePoint form templates by managing the HTML and creating better UX for your audience. 

  1. Visual Studio 

It is a Microsoft integrated development environment. It is used to build anything from apps to websites. This is considered to be the best tool for non-programmers. The Visual Studio can handle any limitations that you might have faced in the other tools. A skilled developer is capable of adding any features and functionalities to your platform. 

This comes at a certain price. This is full-scale development software that might be costly for certain businesses. It can also be difficult to manage if you do not have good documentation of your requirements. 

  1. InfoPath 

This is a dedicated tool for form building and editing. It needs minimal or no coding to build complicated SharePoint forms accessed by many data sources to add, delete, and edit. This tool also helps create multiple views in a form and select the one to display once the form is opened. 

The tool has limited functionalities, but they handle most of the business requirements. InfoPath works perfectly fine with structured data, large text fields, business logic, integrated workflows, and calculations. 

  1. Excel 

SharePoint is capable of integrating into the Office web apps. This gives you a great option to edit the content in an interface similar to a spreadsheet. You also get features like freeze panes, data visualizations, and functions to calculate. 

The main drawback is that a single person can edit the spreadsheet at a time. The creation of views still demands manual efforts. 

SharePoint forms examples:

Creating Custom forms with questions: 

EndNote

The features and functionalities of SharePoint forms are continuously growing. With this content piece, we saw all the valuable things you must know about the platform. These are commonly used to create polls, quizzes, and surveys. SharePoint Custom forms provide you with more flexibility and advanced features. 

It would help if you explored more through Microsoft Apps to streamline the tasks as per your requirements. There are great tools that will fit perfectly. Whether conditional formatting, integration, or formulas, it will give you all the power through SharePoint forms. 

 

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