Forms

Microsoft Forms is an application that allows you to collect information through shareable surveys, quizzes, and polls.

Surveys collect information from users through a series of questions that can be shared with internal and external audiences.

Quizzes allow the creator to assign correct answers and values for correct answers. 

Polls are like surveys, but they allow only one question. Polls can easily be added to Teams conversations and meetings.

Forms can be created and managed by an individual or by an Microsoft 365 group, meaning all team members of that group can view and edit the form. You can set these options by creating the form in either My forms or My group. 

Forms and/or polls can be created from the Forms app, Teams, SharePoint, Excel, PowerPoint, and Outlook. 

You can create a new form from different starting points, including the Microsoft 365 app, SharePoint, and Teams. You can view and edit all forms where they were created or view all of your forms from the Microsoft 365 app. 

Microsoft 365 Landing Page

1. Log in to the Microsoft 365 landing page or go to forms.office.com
2. Choose the Forms app
   • If the app isn't listed on the landing page, select the App Launcher (waffle icon) in the top-left
     View ScreenshotSelect Bookings icon at left edge of screen or select All apps at the bottom for another view of all apps.
3. Select the down arrow next to New Quiz and select New Form
4. Provide a name in the Untitled form field
5. Select Add New to create questions
6. Go to the More options [...] menu at top right and select Settings to specify options 
   View ScreenshotSelect down arrow next to Share to manage additional settings.

Forms in PowerPoint

PowerPoint has an option to include a poll in your slides. If you distribute your slides, users can take the poll in display mode. 

1. Open PowerPoint in the desktop app
2. Select Insert from your menu at the top
3. Select Forms 
   View ScreenshotSelect Insert from the menu, then Forms from the ribbon.

Poll options will open to the right side of your PowerPoint interface. Create a new poll or hover over the list of polls you have already created and select Insert.   

Forms in SharePoint

Add a survey or survey results to a web part on your SharePoint site:

1. Select Edit from the top-right menu.
2. Hover your mouse over the web part where you want to place the form and select theline with a circled plus sign +.
   View ScreenshotHover mouse over web part, select the plus sign to add.
3. Scroll and select Microsoft Forms from the options.

To create new form:

1. Select New form button.
2. Provide a name.
3. Select Create.

To create existing form:

1. Select the Add existing forms button
2. Paste the form's web address in field provide. 
3. Choose whether you wan to Collect responses from your members or Show form results.
4. Select OK
   Select the down arrow next to Share and choose your options.

Forms for Excel: SharePoint and OneDrive for Business

You can create forms from Forms for Excel in SharePoint. OneDrive for Business, and from Excel online. All results from the form will populate in the Excel file automatically created in your SharePoint library or OneDrive for Business, depending on where you created the form.

Create Forms for Excel

Use any of the following entry points:

• OneDrive for Business: Select + New in the main menu and select Forms for Excel.
• Document library of modern SharePoint sites: Select + New in the main menu and select Forms for Excel.
• Excel Online: Select the Insert tab > Forms > + New Form. The workbook is stored on OneDrive for Business or modern SharePoint team sites. 
  View ScreenshotChoose Insert from the menu, then select the Forms icon in the ribbon

Forms in Teams Channels

You can add forms to your channel tabs, post a poll in the posts, and add polls to meetings. You can collect responses from your team or survey results in your Teams tab:

1. Select the + plus sign in the tabs area at the top of your Teams interface and choose Forms. 
   View ScreenshotSelect plus sign in tabs area to add a tab.
   If you remove the tab, you can still find the form at Microsoft 365 landing page > Forms > My groups. 
   View ScreenshotTo remove tab, select down arrow, then remove.
2. Choose the Forms app.
3. If creating new form, provide a title, select Save, and go to the More form settings [down arrow] menu at top-right and select Settings to specify options.
   View ScreenshotSelect down arrow next to Share to manage additional settings.
4. If adding an existing form, select title from the drop down list.
5. Next, select the next drop down list to designate whether you want to collect responses from your team or view results. 
6. Select Save. 

Polls in Outlook

Outlook has an option to send a poll in an email:

1. Open an email in Outlook
2. Select Insert from your menu at the top
3. Select Poll
   View ScreenshotSelect Insert from the menu, then Forms from the ribbon.

A form template will open to the right of your email interface. You can edit the poll from here. The person receiving the email will see the poll as a link they can select to open and complete the poll. Results can be viewed by the user at the time they complete the poll. 

Polls in a Teams Channel

1. Create a comment in the Posts area in a channel.
2. Hover over the comment and select More options [...] in the top-right corner.
3. Select More Actions > Create new poll.
   View ScreenshotTo permanently delete a Plan, select the checkbox, then the Remove button.
4. Provide your question and optional answers.
5. Select multiple answers, results, and anonymous options as needed.
6. Select Save.

Post a Poll in a Teams meeting

You can create a poll to launch before, during or after a meeting. Go to our Meeting Polls information for step-by-step instructions on adding polls to meetings.

Access Poll After the Meeting

All polls from Meetings can be accessed via the Chat app in Teams or the Forms app. 

From Chat:

Select the Chat icon from the left app bar in Teams, then search for the title of the meeting.

From Forms App:

Open the Forms app on the Microsoft 365 landing page. If you don't see the app in Recent, go to the bottom right of your selections and click on All forms and search for the name of team meeting. 

Building a Form

1. Once your form has been created, select the Add new button to add questions.
2. Choose the type of question from the options listed or select the down arrow for more options.
   View ScreenshotSelect down arrow at right of question options.

Tools to delete, copy, and reorder questions are located in the top-right area of each question. 
View ScreenshotDelete and other options are at the top-right of each question.

Branching

Branching, also known as logic or if-then statements, is used to skip or add follow-up questions to your survey questions. For example, if you asked students if they are interested in a topic and they select no, they can move on to the next question. If they answer yes, you can create follow-up questions that ask them to choose the types of courses related to that topic they would be interested in taking. 

To create branching:

1. Create the question and all follow-up questions.
2. Select the question and select the More settings [...] to the right of the Required toggle option.
   View ScreenshotSelect the 3 dots at the bottom-right of a question, then select Add branching.
3. Choose Add Branching.
4. Select the dropdown option next to Go to and select the appropriate follow-up question.
5. If there is no follow-up to a specific question, choose End of the Form. 
6. Important: Each follow-up question must lead to another question or you must select End of the form to complete the branching. 

Testing

To test the behavior of you form, select Preview in the top bar. You can view the form as the user and complete the form to ensure it works in the way you expect. 

To remove reset the results: 

1. Select the Responses tab. 
2. Select the 3 dots to the lower right of Status.
3. Select Delete all responses.

If you want to receive notifications for responses submitted on the form:

1. Open your form and select More options […] located at the top-right area of the screen.
2. Select Settings.
3. Choose from the notification options at the bottom of the Settings panel.

By default, each response submitted will include user information. To change this to anonymous responses:

1. Select the three dots [...] at top-right.
2. Select Settings.
3. Deselect checkbox next to Record Name.
   View ScreenshotSelect 3 dots to the right of the Share button, the choose your option next to Record name.

To share a form from the app:

1. Open the form and select the Share button located at the top-right area of the screen.
2. Choose whether you want to share only with those at KU or with anyone with a link. 
3. Choose how you would like to share: copy link to put on your website, QR code, embed the link, or send via email. 
   View ScreenshotSelect down arrow at right of question options.

To stop sharing forms:

1. Open the form that has been shared.
2. Select Share.
3. Select the trash can icon next to the Copy button to delete. 
4. Select Remove link in the confirmation window. 

This process makes the existing links unusable. To share again, you can repeat the sharing process above, which will create a new link.

Results of your surveys and polls can be viewed from the Forms app or from SharePoint or Teams. 

To find all of your forms in one place, go to Microsoft 365 landing page, then select the Forms app.

You will find three options: My forms, Shared with me, and Group forms. All forms you create from the Forms app will be located in My forms. If you created a form from SharePoint or Microsoft Teams, they will be found in Group forms.

Open the form you want to view and select the Responses tab.

• See charts of results for each question.
• Select More Details under each question to view respondent answers.
  View ScreenshotIn Responses tab, More Details is located under each question. Open in Excel is located at the top-right.Select 3 dots to the right of the Share button, the choose your option next to Record name.

Select the 3 dots in the top right corner of the tile, select Delete.To move a form from My forms to your Microsoft Team:

1. Select More options […] at the top-right corner of the tile, then select Move.
   View ScreenshotSelect the 3 dots in the top right corner of the tile, select Move.
2. Choose a team from the expanded panel on the right.
3. Go to your team channel you want to add the form to and add a tab by selecting the + in the tab area.
4. Choose the Forms app.
5. Select Add an existing form.
6. Select the name of the form you want to add.

To Delete a form, select the More options […] at the top-right corner of the tile, then select Delete.
View Screenshot

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