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.

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