How to Use the NEW Forms Experience in Microsoft Lists

In our latest tutorial, we're exploring the groundbreaking integration of Microsoft Lists and Forms, unveiling how this powerful combination transforms data collection for projects and teams in Microsoft 365.

🔍 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.

⭐️ Additional Resources:

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🕒 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 Summary

[jorge]

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.

[ekkiwurm]

The clip is fab. Very clear and straight to the point. Thank you for sharing.

[vidalrick]

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!

[marcdoliveira]

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.

[bobbirowlett]

This was a good video. Well done. Would you be able to use these forms you create in Lists along with Power Automate? I have an approval process and if denied, the user gets a link to the list item to edit it. As you can imagine, the view when they click the link is very cumbersome and hard for them to pick out the fields they had on the form. Or are the forms in Lists just to add new data to the list?

[Kaitlin]

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!

[lisam]

Thank you for this information, it’s very helpful. However if you are an MS MVP please tell MS to include the ability to attach files to the Forms experience in MS List. Also need images in the forms too.

[lizelrust]

Hi Scott. I have a Lookup column that is not displaying as one of the form fields. How do I fix this?

[AngelaSidoti]

Great video, thank you. I wanted to know if I could use forms to keep an MS List up to date. If I have a member database in MS Lists for example, can I create a form to have additional information either updated or added to the entries already in my list?

[hpwcwai]

Unfortunately attachment column is not allowed to add to this form

[nutsonbikes]

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.

[glenndavis]

Hey Scott. Great stuff!! If I had some related Lists questions, may I ask here or is there somewhere else you could point me to?

[marinahanna]

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.

[donshelton]

Will this work with cell phones? I need system to send training lessons to field employees and record who and when they completed the training. Will this work or is there a better solution? Enjoy your videos, thanks

[assiabouhadouza]

Hi thanks for the video. Any date when it's available? I don't have it :(

[MikeSunTzu]

Cheers, will stick to Power Automate for now

[Habib-fzzq]

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.

[Romdryl]

Any idea why when I click on copy link for my form it doesn't actually copy anything?

[lajessik]

Love this feature but the form does not open. I get an error " sorry, something went wrong" " an unexpected error has occurred"

[barking_mad]

As usual with MS it's another 'nearly but not quite' product. 😂