Working with Nintex Forms for Office 365

Working with Nintex Forms for Office 365
InfoPath alternatives for form designing SharePoint

In this post we will discuss about Nintex forms for Office 365 as well as we will see a demo on how to work with 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 you SharePoint online site, then click on the gear icon then Add an app. In the Add an app page click on SharePoint Store from the left site, 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.

Also read:
– Redirect to different page in SharePoint 2013 using JavaScript or jQuery

– How to get office 365 tenant id for sharepoint online site?

– How to Set up your SharePoint 2013 Online Management Shell to connect to SharePoint online sites?

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 text field. Title, FirstName, LastName. The list will look like below:

Nintex forms tutorial
Nintex forms tutorial

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

nintex forms
nintex forms

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 Froms 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:

Working with Nintex Forms for Office 365
Working with Nintex Forms for Office 365

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:

Working with Nintex Forms for Office 365
Working with Nintex Forms for Office 365

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.

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
nintex forms

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
nintex forms

Hope this will be helpful.

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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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