How To Create A Form In SharePoint 2016

In this guide, we will walk you through the process of creating a form in Sharepoint 2016 using Nintex Forms. SharePoint is a powerful collaboration tool that allows users to create and manage forms in a seamless manner. By utilizing Nintex Forms, you can customize your forms according to your specific requirements, ensuring a smooth user experience.

To create a form in SharePoint 2016, follow these steps:

  1. Create a SharePoint list by navigating to the desired site and selecting “Add an App.” Choose “Custom List” and provide a name for the list.
  2. Open Nintex Forms for SharePoint by clicking on the List tab in the ribbon and selecting “Nintex Forms” in the Customize List section.
  3. Remove any unnecessary controls from the form, such as the Title and Attachment controls.
  4. Configure the Employee People control to automatically recognize the logged-in user. Double-click on the Employee control, select “Specify default value” for Default value source, and choose “Current User” from the Common tab.
  5. Preview the form to see how it works. Click on the ribbon, select “Preview,” and choose “Generate Preview.” The Employee field should already be populated with the logged-in user’s information.
  6. Save and publish the form by clicking on the Nintex Forms 2016 tab and selecting “Publish.”

By following these steps, you can create a form in SharePoint 2016 using Nintex Forms. Take advantage of the powerful features offered by SharePoint to streamline your organization’s form creation process and enhance productivity.

Step 1: Create a SharePoint List

The first step to creating a form in SharePoint 2016 is to create a SharePoint list by navigating to the desired site and selecting “Add an App.” This process will allow you to define the structure and fields for your form.

Once you have selected “Add an App,” choose “Custom List” from the available options. Give your list a name that is relevant to the form you are creating. For example, if you are creating a feedback form, you could name the list “Feedback Forms.”

After creating the list, you can customize it further by adding additional columns and adjusting the settings. These columns can range from simple text fields to more complex options such as date pickers or choice dropdowns. By tailoring the list to your specific needs, you can ensure that the form captures the necessary information.

Column Name Type Description
Name Single line of text The name of the person submitting the form
Email Single line of text The email address of the person submitting the form
Comment Multiple lines of text The feedback or comment provided by the person submitting the form

Once you have finished customizing the SharePoint list, you are ready to move on to the next step of creating your form.

Step 2: Customize the Form with Nintex Forms

After creating the SharePoint list, the next step is to customize the form using Nintex Forms by removing unnecessary controls and configuring the Employee People control. Nintex Forms provides a user-friendly interface that allows you to easily modify the form according to your specific requirements.

To start customizing the form, open Nintex Form for SharePoint by clicking on the List tab in the ribbon and selecting “Nintex Forms” in the Customize List section. This will open the form designer, where you can make changes to the form layout and functionality.

One of the first things you may want to do is remove any unnecessary controls from the form. This can help streamline the form and make it more user-friendly. For example, you can remove the Title and Attachment controls if they are not required for your form. Simply click on the control you wish to remove and click the Delete button in the form designer toolbar.

Additionally, you can configure the Employee People control to automatically recognize the logged-in user. This can save time and improve the user experience. To do this, double-click on the Employee control, select “Specify default value” for Default value source, and choose “Current User” from the Common tab. This will ensure that the Employee field is pre-populated with the logged-in user’s information.

Once you have made all the necessary changes to the form, it’s important to preview the form to ensure everything is working correctly. Click on the ribbon, select “Preview,” and choose “Generate Preview.” This will allow you to see how the form will appear to end-users. Verify that the Employee field is correctly populated with the logged-in user’s information.

Finally, save and publish the form by clicking on the Nintex Forms 2016 tab and selecting “Publish.” This will make the form available for use by users accessing the SharePoint list. By following these steps, you can easily customize the form in SharePoint 2016 using Nintex Forms, providing a tailored solution for your business needs.

Step 3: Preview and Publish the Form

Once you have customized the form, the last step is to preview and publish it by generating a preview and then saving and publishing it using Nintex Forms 2016.

To preview the form, click on the ribbon, select “Preview,” and choose “Generate Preview.” This will allow you to see exactly how the form will appear to users once it is published.

During the preview, make sure to check that the Employee field is automatically populated with the logged-in user’s information. This ensures that the form functions correctly and provides a personalized experience for each user.

After reviewing the form and confirming that everything is in order, save and publish it. Simply click on the Nintex Forms 2016 tab and select “Publish” to make the form available for use.

By following these simple steps, you can easily create and publish a form in SharePoint 2016 using Nintex Forms. Previewing the form ensures that it meets your requirements and functions properly before making it accessible to users. Take advantage of Nintex Forms’ customization options to create a user-friendly and efficient form for your SharePoint site.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.