Team Forms

Understand how Team Forms works and get building

Getting Started

Introducing Team Forms

Team Forms can run anywhere from a web browser, mobile app or even in Microsoft Team. Lets explore how to install it in Microsoft Teams.

Installing in Microsoft Teams

Getting started with building forms

I've built and submitted my form, now what?

What happens when a form is submitted

View filter and interrogate the form responses from the submission screen.

View submission Data

Team Forms is for companies who are serious about their security and data. With Team Forms you own and control your data.

Team Forms security explained

With team forms you own your data in you your own Microsoft 365 environment rather than entrusting a third party to secure that data.

Where is Team Forms data stored

Weather you want to share your forms with another business (B2B) or with your employees personal Microsoft accounts, we got you covered.

Invite external users to your forms

Lets explore how you can edit a form after it has already been published

Editing existing forms

Team Forms works offline with no additional development.

Working offline

Lets explore how you can access the team settings

Team Settings

Onboarding

Learn how to make responses confidential or collaborative in nature.

Restrict who can see responses to specific forms

Team Forms lets you share forms with users outside your organisation. This can be business to business forms or even personal accounts

External Users

Team Forms can run anywhere from the browser, mobile or Microsoft 365. Let's explore how to run Team Forms in the browser or on mobile

Run outside of Microsoft Teams

Team Forms will automatically generate a PDF for all form submissions and archive this in your Teams SharePoint document library.

Generate a PDF of your submission

Don't want anyone to build and edit forms? We got you covered.

Managing Permissions

Lets explore how to control who sees your forms

Restrict access to forms within a team

Purchase a subscription for your team in less than a minute with simple an predictable pricing.

How to purchase and manage a subscription

Seamlessly switch between your different accounts without logging out

Support for multiple accounts

Remove a team from your workspace

How can I manually download the PDF for a submission?

Basics

Datasources is a powerful feature in Team Forms that lets you pull data from SharePoint files and lists with no code!

Getting started with data sources

Lets explore how multiple users can collaborate on a form response

Multi-step Forms

Let's explore how to dynamically hide and show components using conditional logic

Conditionally Hide/Show Components

Lets explore how you can use calculated fields to add intelligence to your forms

Calculated Fields

Let's explore how you can use title templates to change what title appears on the responses screen

Title Templates

Lets explore how you can use form life cycles to review changes and create testing environments for forms

Reviewing and testing changes before publishing

Add page breaks to the generated PDF exactly where you need them 👌

Adding page breaks to your PDF

Lets see how you use kiosk mode for shared devices.

Kiosk Mode

Lets explore how we can use the button component to perform custom actions

Custom actions on a button

Lets explore how version history works within Team Forms and show how you could roll back a published form

Version History

Create pre-filled share links

Advanced: Generating Pre-filled Links from Third-Party Tools

Make your emails cleaner and more user-friendly with clickable links

Shortening URLs in Email Notifications

Events

Populate other fields based on a selection in a SharePoint list

lets explore how you can make API calls from within Team Forms

Calling an API from within a Form

Customize how row labels are saved in your form responses

What is a Row Header Key?

See exactly how your form data is structured—live, as you build

Previewing the Response Data

Add Buttons That Jump to Specific Pages in Your Form

Create Custom Navigation Buttons for Your Multi-Page Form

Advanced Features

Trigger workflows and automation when users submit responses!

Power Automate Integration

Lets explore how you can connect Team Forms to PowerBI gain valuable insights📈

PowerBI Integration

Publishing the PowerBi Template

Integrations

Lets explore how you can customize what is displayed by the SharePoint drop-down component

SharePoint Drop-Down Component

User Component

Attachments and images uploaded to forms are also uploaded to your SharePoint 😉

Files and Attachments Component

Lets explore the date/time component and see how we can configure the date picker.

Date/Time Component

Lets explore how you can add repeating tables with any components

Datagrid Component

Panel Component

Let expore how you can capture a signature in your form

Signature Component

Data Map Component

Survey Component

Content Component

URL Component

Let's explore what the container component does

Container Component

Let's explore what the tags component is used for

Tags Component

Field Set

Let's explore the column component can be used to build responsive forms

Columns Component

Well Component

Capture precise locations with ease using an interactive map

Location Component

Capture accurate and consistent addresses with autocomplete support

Address Component

Collect properly formatted phone numbers with built-in input masking

Phone Number Component

Barcode Scanner Component

Simplify your form with a dedicated date picker

Date Component

SketchPad Component

Lets take a look at what each component can do

Components

Pricing

Find answers and get help from Intercom Support and Community Experts

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