How to Use the NEW Forms Experience in Microsoft Lists
22,948
Published 2024-04-10
π What You'll Learn:
New Lists and Forms Experience: Discover the seamless integration of Microsoft Lists and Forms, setting a new standard for data management in Microsoft 365.
Efficient Data Collection: Learn how to create and use forms within Microsoft Teams and Lists to enhance your data collection process, making it more efficient than ever.
Streamlining Feedback for Projects: Master the art of collecting project feedback using custom forms, including handling feedback for complex initiatives like Project GreenSpace.
Analysing and Utilising Data: Dive into the analysis features within Lists, leveraging collected data to make informed decisions and drive your projects forward.
Security and Access Control: Understand the nuances of setting up secure access controls within Lists to ensure that sensitive project data remains protected.
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π Video Timings:
#MicrosoftLists #Microsoft365 #Your365Coach
00:00 Introduction
01:23 Creating a Microsoft List for Data Collection
03:00 Creating a New Form in Microsoft Lists
07:03 Submitting Responses using the New Microsoft Form
09:23 Creating Additional Forms in Microsoft Lists
11:14 The Benefits of Collecting Data in Microsoft Lists versus Microsoft Forms
13:27 The Limitations of the new Forms Experience in Microsoft Lists
15:20
All Comments (19)
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The clip is fab. Very clear and straight to the point. Thank you for sharing.
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Thank Youππππππππππππ
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Lookup fields don't seem to be supported. I also couldn't find out how to edit a record with a form. We have an RFQ list, so each record lives during the RFQ process.
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Great video and thank you. I think many of the features that are missing would be critical for majority of my user base that deals with external ussers. It will me interesting so, to see how this new feature matures.
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Unfortunately attachment column is not allowed to add to this form
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Its really nice to see some of these features, but there are definitely limitations here. Hopefully they will keep investing in here and making it more robust. As someone else mentioned I have a lot of internal forms that I then route with power automate to populate a microsoft list. If they could make that connection easier it would be a life saver!
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Thank you for the explanation. Very concise and precise. Currently, I'm testing the option where the staff of my company fills out the same Microsoft Form, and I've automated it with Power Automate to send it to different Lists in different SharePoint sites. In other words, there are different workgroups that use the same information in different ways. I know nothing related to that was mentioned, but I wanted to know if there is a workflow that could work with this functionality you're explaining.
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Cheers, will stick to Power Automate for now
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Hi Scott. I have a Lookup column that is not displaying as one of the form fields. How do I fix this?
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Hey Scott, thanks a lot for the video, I've been aware of this new functionality in lists since last month, but for some reason it still not available for me. Would you happen to know why that happens? Thanks again!
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Thank you so much for these videos, they are so helpful! I am just desperate for lists to be built into the same powerful tool of Notion's two-way databases. I need to create a functional and bug-proof database of clinical trials running across multiple sites and multiple teams, and trying to do this in the M365 ecosystem while remaining usable and HIPAA compliant has been a herculean task.
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Hi thanks for the video. Any date when it's available? I don't have it :(
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Does it support lookup columns?
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Any idea why when I click on copy link for my form it doesn't actually copy anything?
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The issue with using this forms is that when the list contains formulas in the metadata to hide/show list items based on user input, it doesn't work on the forms.
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Love this feature but the form does not open. I get an error " sorry, something went wrong" " an unexpected error has occurred"
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As usual with MS it's another 'nearly but not quite' product. π
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yey...no credit card needed π
