How to create a fillable form in sharepoint office 365? step by step guide

Creating fillable forms in SharePoint Office 365 is a great way to collect data from users in an organized and efficient manner. Whether you need to create a simple survey or a complex registration form, SharePoint provides you with the tools you need to create and customize forms that meet your specific needs. In this article, we’ll walk you through the

Steps to create a fillable form in SharePoint Office 365.

Step 1: Create a Custom List

To create a fillable form in SharePoint Office 365, you first need to create a custom list. A custom list is a type of SharePoint list that allows you to create and store information in a specific format. Here are the steps to create a custom list:

1. Open your SharePoint site in your web browser and navigate to the “Site Contents” page.
2. Click on “New” and select “List” from the drop-down menu.
3. Select “Custom List” from the list of available list types.
4. Give your list a name and description, and then click on “Create.”
5. Your new custom list will now be created, and you’ll be taken to the list’s default view.

Step 2: Add Columns to the Custom List

After creating a custom list, you need to add columns to the list that correspond to the fields you want to include in your fillable form. A column is a field in the custom list that represents a specific type of data. For example, you could create a column for “Name,” “Email Address,” “Phone Number,” and so on. Here are the steps to add columns to your custom list:

1. Click on the “List” tab in the ribbon at the top of the page.
2. Click on “List Settings” in the Settings group.
3. Scroll down to the “Columns” section and click on “Add a column.”
4. Select the type of column you want to create from the list of available column types. For example, you could create a “Single line of text” column for a person’s name.
5. Enter a name and description for the column, and then click on “OK.”
6. Repeat the process for each column you want to create in your custom list.

Step 3: Customize the Form

After creating columns for your custom list, you can customize the form that users will see when they fill out the form. By default, SharePoint provides a basic form that includes all the columns in your custom list. However, you can customize the form to include only the columns you want to display and to change the layout and appearance of the form. Here are the steps to customize the form:

1. Click on the “List” tab in the ribbon at the top of the page.
2. Click on “List Settings” in the Settings group.
3. Scroll down to the “Form Settings” section and click on “Form Layout.”
4. Select the columns you want to include in the form by checking the boxes next to the column names.
5. Use the “Position” drop-down menus to change the order of the columns in the form.
6. Use the “Column Formatting” drop-down menus to change the appearance of each column in the form.
7. Click on “OK” to save your changes.

Step 4: Publish the Form

After customizing the form, you need to publish it so that users can access it. SharePoint provides several ways to publish a form, depending on how you want users to access the form. Here are three common ways to publish a form:

1. Add a link to the form on a SharePoint page or in a document. To do this, copy the URL of the custom list and paste it into the appropriate location.
2. Add a link to the form in an email. To do this, copy the URL of the custom list and paste it into the body of the email.

3. Create a custom web part that displays the form on a SharePoint page. This requires some knowledge of SharePoint web parts and page design.

Once you’ve published the form, users can access it and fill out the fields. The data that users enter is automatically stored in the custom list, where you can view and manage it.

Step 5: Manage Form Data

After users have filled out the form, you need to manage the data that they’ve entered. SharePoint provides several ways to manage data, including exporting data to a spreadsheet, creating views to filter and sort data, and setting up alerts to notify you when new data is added to the list. Here are the steps to manage form data:

1. Click on the “List” tab in the ribbon at the top of the page.
2. Click on “Export to Excel” in the Connect & Export group to export the data to a spreadsheet.
3. Use the “Create View” button to create a custom view of the data that meets your specific needs.
4. Use the “Alert Me” button to set up alerts that notify you when new data is added to the list.

By following these steps, you can create a fillable form in SharePoint Office 365 that allows you to collect data from users in a structured and efficient manner. Custom lists and forms are powerful tools in SharePoint, and with a little bit of practice, you can create complex forms that meet your specific needs.