In this tutorial, we will be going through the basics of creating forms using Nintex Forms for SharePoint. By the end of this tutorial, you should have a solid understanding of how to create and customize your own forms.
Step 1: Creating a New Form
To get started with Nintex Forms, log in to your SharePoint site and navigate to the library or list where you want to store your form. Click on the “Forms” tab and then click on “New Form.” This will open up the Nintex Forms interface.
The first thing you’ll notice is that the interface is divided into three main sections: the Form Designer, the Properties Panel, and the Toolbox. The Form Designer is where you’ll design your form, the Properties Panel allows you to configure settings for your form, and the Toolbox provides access to various controls and features.
Step 2: Adding Controls
The first step in designing your form is to add some controls. Nintex Forms comes with a wide range of controls that you can use, including text boxes, checkboxes, radio buttons, dropdown menus, and more.
To add a control, simply drag it from the Toolbox onto the Form Designer. You can then configure the control’s properties by clicking on it and adjusting the settings in the Properties Panel.
For example, let’s say you want to create a simple form with a text box that asks users for their name. To do this, drag a “Text Box” control from the Toolbox onto the Form Designer, and then configure its properties by setting the “Label” property to “Name” and the “Required” property to “Yes”.
Step 3: Configuring Form Settings
In addition to designing your form, you’ll also need to configure some settings. This includes things like setting the form’s title, adding a submit button, and configuring any validation rules.
To access these settings, click on the “Form” menu in the top navigation bar and select “Properties.” From here, you can adjust various settings, such as the form’s title, the submit button text, and whether or not to require user authentication.
For example, let’s say you want to set the form’s title to “User Information Form”. To do this, click on the “Form” menu, select “Properties,” and then enter “User Information Form” in the “Title” field.
Step 4: Publishing Your Form
Once you’ve designed and configured your form, it’s time to publish it. This will make the form available for users to fill out.
To publish your form, click on the “Publish” button in the top navigation bar. You’ll be prompted to enter a name for the published form, as well as any additional metadata or tags.
Step 5: Testing Your Form
Finally, let’s test our form to make sure it works as expected. To do this, navigate back to the library or list where you stored your form and click on the “Forms” tab. Find your published form and click on it to open it up in a new browser window.
Fill out the form with some sample data, and then click the submit button to test that everything is working correctly.
Conclusion
That’s it! You now have a solid understanding of how to create and customize forms using Nintex Forms for SharePoint. By following these steps, you should be able to design and publish your own custom forms in no time.
Remember to experiment with different controls and settings to get the most out of Nintex Forms. Happy form-building!