In this post, we will discuss Nintex forms for Office 365 as well as we will see a demo on how to work with a list in Nintex forms for Office 365. Nintex forms are very powerful for Office 365 SharePoint online sites. We can design forms in the browser itself and also it provides drag-and-drop functionality. Without any additional software, by using Nintex forms we can design rich and powerful forms in the browser itself.
Nintex provides a 30 days trial for Nintex forms, you can directly add Nintex forms from SharePoint App store and can use almost 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, it will be available in the Site Contents page. But we can not use it from there.
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:
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:
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:
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. In 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:
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:
The good things is 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.
When you will preview, you will be able to see the updates Labels like below:
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.
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:
You can fill the form and click on Save to Save the data to the list and the data will be successfully saved.
Hope this will be helpful.
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