Working with Nintex Forms for Office 365 SharePoint Online

Working with Nintex Forms for Office 365

In this post, we will discuss Nintex forms for Office 365 as well as we will see a demo on how can we customize a SharePoint Online list using Nintex forms for Office 365. We will see here how we can add Nintex forms for Office 365 App or Add-in into a SharePoint site. Then we will see how we can customize SharePoint list using Nintex Forms


Nintex forms are very powerful for Office 365 SharePoint online sites. We can design very rich enhanced forms in the browser itself and also it provides drag-and-drop functionality for a SharePoint list or document library. Without any additional software, by using Nintex forms we can design rich and powerful forms in the browser itself in SharePoint Online.

Advantages of Nintex forms for Office 365

Here are the advantages of using Nintex forms for Office 365 in SharePoint Online.

  • Nintex Forms allows you to design rich, engaging and powerful forms; all from within your browser. Access from anywhere without the need for additional software.
  • Customize SharePoint list forms
  • Browser-based forms designer, complete control over the look and feel of forms without any coding
  • Drag and Drop interface to design form
  • Quick Deploy, one click Publish
  • Extended form functionality above SharePoint’s own forms
  • Pixel-level positioning for form layouts
  • Simple publishing of forms for multiple devices
  • Additional rules and conditions built into your forms
  • Effortless re-branding of forms
  • Seamless integration with SharePoint’s data structures
  • Built-in extensibility for advanced customization
  • Design forms for any device, Supports for multiple devices like Smart Phone, Tablet, and Desktop etc.

Add Nintex Forms for Office 365 App to SharePoint Online Site

Nintex provides a 30 days trial for Nintex forms, you can directly add Nintex forms for Office 365 from the SharePoint App store and can use all the features.

Open your SharePoint online site, then click on the gear icon then Add an app. In the Add, an app page clicks on SharePoint Store from the left side, which will open the SharePoint store. There search for “Nintex Forms for Office 365“, then click on ADD IT button to Add the app into the site.

Once we add the app or add-in to SharePoint Online, it will be available on the Site Contents page. But we can not customize any list form from site contents page.

nintex forms sharepoint online
Add nintex forms for office 365 sharepoint online App

Customize SharePoint List Form using Nintex Forms for Office 365

To see a demo on how we can customize forms using Nintex forms, here I have created a very simple SharePoint 2013 custom list which has 3 single line of a text field. Title, FirstName, LastName. The list will look like below:

nintex forms sharepoint online
nintex forms sharepoint online

If you will add a new item, then the forms will look like below. In fact, the new form, edit form and display form all look similar like below:

nintex forms sharepoint online office 365
nintex forms sharepoint online office 365

To customize the forms, Open the custom list and from Ribbon, click on the LIST tab you will be able to see a option as Nintex Forms in the Customize List section as shown in the fig below:

Nintex forms for office 365
Nintex forms for office 365

If you are using a trial version, then it will first open a dialog box which will display how many days left in the trial period. In that dialog box simply click on “GO TO THE DESIGNER” button. This will open the whole Nintex Forms Designer.  From the left side, you will be able to see the Controls (General, SharePoint, List Columns categories). In the Ribbon, you will be able to see various options like Save, Publish, Preview etc. And in the right side Properties window is presented.

Here we will try to change the Labels for each control. Simply select the Lable and in the right side you will able to see the Settings option and there we can change the text like below:

SharePoint Online Nintex Forms
SharePoint Online Nintex Forms

We can preview the form and can see how the form looks like by simply clicking on the Preview button from the ribbon as shown in the fig below:

nintex forms sharepoint online
nintex forms sharepoint online

The good things, that Nintex forms various devices like Desktop, smartphone, tablet, iPod etc. So you can preview as per particular device as well as the Mode like (New, Edit or Display view). Then click on Generate Preview as shown in the fig below.

nintex forms examples
nintex forms examples

When you will preview, you will be able to see the updates Labels like below:

nintex forms 2013 tutorial
nintex forms 2013 tutorial

In a single click, we can publish the form to the list, click on the Publish button from the ribbon and it will publish the form to the list.

nintex forms sharepoint online
nintex forms sharepoint online

Now if you will try to add an item to the list, the new Nintex form will appear, rather than your out of box form as shown in the fig below:

nintex forms custom list
nintex forms custom list

You can fill the form and click on Save to Save the data to the list and the data will be successfully saved.

nintex forms sharepoint online
nintex forms sharepoint online

You may like following Nintex forms for Office 365 tutorials:

Conclusion



Here I have explained to you, how we can add Nintex forms for office 365 app or add-in to a SharePoint Online site. And also I have explained how we can customize a list form using Nintex forms for Office 365.

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You May Also like the Following SharePoint Online Tutorials:

About Bijay Kumar

I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site SharePointSky.com

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