5 Ways To Create Forms In Sharepoint

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Creating forms in SharePoint can be a game-changer for organizations looking to streamline data collection, automate workflows, and enhance collaboration. With SharePoint, you can create forms that cater to various business needs, from simple surveys to complex workflows. In this article, we'll explore five ways to create forms in SharePoint, highlighting their benefits, working mechanisms, and practical examples.

Method 1: Using SharePoint List Forms

SharePoint list forms are the most straightforward way to create forms in SharePoint. You can create a list, add columns, and then use the built-in form feature to create a form. This method is ideal for simple forms that require minimal customization.

Benefits of SharePoint List Forms

• Easy to create and deploy
• Supports basic data types (text, number, date, etc.)
• Integrated with SharePoint workflows and lists

Working Mechanism

1. Create a new list in SharePoint.
2. Add columns to the list based on the required form fields.
3. Go to the list settings and click on "Form Settings."
4. Select the form type (e.g., New Form, Edit Form, or Display Form).
5. Customize the form layout and fields as needed.

Method 2: Using Microsoft Power Apps

Microsoft Power Apps is a low-code development platform that allows you to create custom forms, apps, and workflows. With Power Apps, you can create complex forms that integrate with various data sources, including SharePoint lists.

Benefits of Power Apps Forms

• High degree of customization
• Supports multiple data sources (SharePoint, Dynamics, etc.)
• Integrates with Power Automate (formerly Microsoft Flow)

Working Mechanism

1. Create a new Power App in the Power Apps portal.
2. Choose the data source (e.g., SharePoint list).
3. Design the form using the Power Apps drag-and-drop interface.
4. Add logic and validation rules as needed.
5. Publish the app and share with users.

Method 3: Using InfoPath

InfoPath is a forms-creation tool that allows you to design and deploy forms to SharePoint. Although InfoPath is deprecated, it's still supported in SharePoint 2019 and earlier versions.

Benefits of InfoPath Forms

• Advanced form design capabilities
• Supports complex data validation and business logic
• Integrates with SharePoint workflows

Working Mechanism

1. Create a new InfoPath form template.
2. Design the form using the InfoPath designer.
3. Publish the form to SharePoint.
4. Configure the form settings and permissions.

Method 4: Using SharePoint Designer

SharePoint Designer is a free tool that allows you to create and customize SharePoint sites, including forms. With SharePoint Designer, you can create custom forms using ASP.NET and SharePoint's built-in form controls.

Benefits of SharePoint Designer Forms

• High degree of customization
• Supports complex data validation and business logic
• Integrates with SharePoint workflows

Working Mechanism

1. Open SharePoint Designer and connect to your SharePoint site.
2. Create a new ASP.NET form.
3. Design the form using SharePoint Designer's drag-and-drop interface.
4. Add logic and validation rules as needed.
5. Publish the form to SharePoint.

Method 5: Using Third-Party Form Builders

Several third-party form builders are available that integrate with SharePoint, offering advanced features and customization options. Some popular options include Formstack, JotForm, and Wufoo.

Benefits of Third-Party Form Builders

• High degree of customization
• Supports complex data validation and business logic
• Integrates with multiple data sources (SharePoint, Dynamics, etc.)

Working Mechanism

1. Choose a third-party form builder that integrates with SharePoint.
2. Create a new form using the form builder's interface.
3. Design the form and add logic and validation rules as needed.
4. Publish the form and share with users.

Conclusion

Creating forms in SharePoint can be a powerful way to streamline data collection, automate workflows, and enhance collaboration. With the five methods outlined in this article, you can choose the best approach for your organization's needs. Whether you prefer a simple list form or a complex custom form, SharePoint offers a range of options to suit your requirements. Take the first step towards creating forms in SharePoint today!