Guides

Guides and resources.

Practical help for getting the most out of Forms 365, from your first form to migrating away from legacy tools.

Getting started with Forms 365

What to set up first, how the 14-day trial works, and how to get your first form live in your Microsoft 365 tenant.

SharePoint form conditional logic

Show, hide, require, and calculate fields on a SharePoint list form with a visual rules builder. No Power Apps licence and no code.

Turn a submission into a branded PDF

Produce a clean, branded PDF from a form submission that saves to SharePoint, for records, receipts, and sign-offs, without a fragile Word template flow.

Add a working people picker

People picker, lookup with quick-add, and managed metadata picker, so users choose a real person, list item, or approved term instead of typing free text.

Calculated fields and running totals

Work out line totals, grand totals, and dates as the user types, with a visual calculation that saves the result to your SharePoint list. No code.

Build a multi-page (wizard) form

Split a long form into steps so people finish it, with a cover page and per-page rules, and one clean record saved to SharePoint on submit.

Turn a form into a graded quiz

Add correct answers and a pass mark for training checks and inductions, with an honest look at where a form quiz fits and where it does not.

External users, no Microsoft account

Let people outside your organisation submit to a SharePoint list with no Microsoft sign-in, using a public web form or a single-use invite link.

The SharePoint list form designer, explained

What a list form designer is, what it replaces, the fields and rules you can put on a form, and how you build and publish one without Power Apps.

Replace an InfoPath repeating table

Rebuild the line items an InfoPath repeating table used to capture, as real rows in a child SharePoint list, using linked lists and no Power Apps.

Replace InfoPath views and tabs

What each kind of InfoPath view becomes on a modern list form: tabs, accordions, sections shown by rule, and proper multi-column layout.

Export submissions to Excel, CSV or PDF

Which route suits a single record, which suits a whole form, and when to skip the export and work from the SharePoint list instead.

See where people give up on your form

Read loads, submits, completion rate and time on form for what they actually tell you, then shorten the form that is losing people.

Replace InfoPath code-behind

Sort that old managed code into what the rules already handle, what still needs script, and what belongs in a flow instead.

Attach and view documents on a form

Attachments, a file upload field, document library controls, and a viewer that puts the PDF right above the question about it.

Capture an address or a location

An address for where something is, coordinates for where someone was, and an honest note on what the location field does not do.

Capture a signature on a form

Add a signature field so people sign on screen and the signature saves with the record, with an honest read on where a signature field fits and where it does not.

Build a SharePoint form with AI

Draft a form from a prompt or an existing PDF, then refine it, with a straight answer on where the AI runs and what stays in your tenant.

Brand a SharePoint form

Put your colours, logo, and fonts on a form with the Web brand kit, or match a brand guideline exactly with custom CSS on an internal list form.

Rating and Likert matrix

Add a star rating and a Likert matrix for satisfaction and survey questions, with each answer saved to your SharePoint list.

Validate a form before it saves

Stop bad data at the form with pattern, length, min and max, and cross-field rules, plus clear messages and a scripting layer for the unusual cases.

Reusable templates and suites

Package a form as a template or suite and install it to another site or tenant, where it re-wires its linked lists and lookups for you.

Choosing between Workspace and Web

Internal SharePoint forms or public web forms? A side-by-side of Forms 365 against Power Apps, Microsoft Forms, and Plumsail to help you pick.

Migrating from InfoPath

InfoPath reached end-of-life. A practical path to move those forms to a supported, browser-based designer without losing the SharePoint list behind them.

Moving off Power Apps for forms

When Power Apps is more than your forms need. How to cover the same SharePoint form job without the licence, the Canvas app, or a developer.

Security and data residency

Where your data lives, how Forms 365 fits the Australian Privacy Act, and why submissions stay inside your own Microsoft 365 tenant.

Still have questions?

We are happy to run a demo, answer security questions, or help you decide which product fits.

Start free trial Explore use cases