how to create a form in SharePoint?

  • Sophia
    Asked on July 21, 2019 at 7:56 AM

    Hey, I need to create a form in SharePoint to collect the information of my customers. The process seems a bit complicated, and SharePoint forms do not provide all the fields I need, is it possible to transfer or integrate the forms that I've already created on Jotform to Sharepoint? If so, how can I do that? Or please show me what I can do in this situation. Thanks!!

  • eralp Jotform Support
    Replied on July 22, 2019 at 2:10 AM

    Hey Sophia,

    If the form you can create through SharePoint does not meet your needs you can easily create a form on JotForm and add it to your SharePoint.

    Let me show you how you can do that:

    1. Click the "Publish" button in the toolbar.
     
    how to create a form in SharePoint? Image 1 Screenshot 90
     
     
    2. In the Publish window,  go to the "Embed" tab and click  "Copy Code" button.
     
    how to create a form in SharePoint? Image 2 Screenshot 101
     
     
    3. Go to your SharePoint site.
     
    4. Turn on Page Edit Mode (click Site Actions -- Edit Page).
     
    https://cms Screenshot 112
     
     
    5. Select the Web Part where you want the JotForm Form added.
     
    6. Click on the "Add a Web Part".
     
    how to create a form in SharePoint? Image 3 Screenshot 123
    7. On the "Add Web Parts--Webpage Dialog", go to Miscellaneous.
     
    8. Click on "Content Editor Web Part" Checkbox to Select.

    how to create a form in SharePoint? Image 4 Screenshot 134
     
     
    9. Click on the "Add" button to close and Add the Web Part.
     
    10. Back in Edit Page, click on the "open the tool pane" link to edit the CEWP(Content Editor Web Part). 
     
    how to create a form in SharePoint? Image 5 Screenshot 145
     
     
    11. On the Content Editor, click on "Source Editor..."
     
    how to create a form in SharePoint? Image 6 Screenshot 156
     
    12. On the "Text Entry--Webpage Dialog" text area, Paste the JotForm Embed code for embed. 
     
     
    how to create a form in SharePoint? Image 7 Screenshot 167
     
     
    13. Click on the "Save" button.
     
    14. Click on "Apply" and "OK" button to close the "Content Editor" Part.
     
    15. Back in Edit Page, click on "Exit Edit Mode" to End Page Editing.

     
    how to create a form in SharePoint? Image 8 Screenshot 178
     
     
    16. Finish the process.
     
     
     
    And that's it.
     
    If you need further assistance please let us know!