Help & Resources: Microsoft Forms

Table of contents

• Getting started

• How to

  • Use Forms to optimize your workflow

• Troubleshooting

Getting started

• Introduction to Microsoft Forms  - An introduction to Microsoft Forms with many links to additional Microsoft help pages.

• Create a new Form quick intro (video)  - 1-minute video that quickly covers the basics of creating a Microsoft Form.

• Using Microsoft Forms to collect sensitive data  - Learn settings and best practice guidance for using Microsoft Forms to college sensitive data.

• Integrate Forms into other Microsoft products  - Describes how to link Forms to various Microsoft products such as Stream, Excel, OneDrive, Teams, and much more.

• Understand when to use Microsoft Forms vs. Qualtrics

How to

• Create a new Form  - Step-by-step instructions on how to create a Form.

• Create a Quiz  - Step-by-step instructions on how to create a Quiz using Microsoft Forms.

• Adjust Settings of your Quiz or Form  - Detailed information regarding how to adjust settings related to Forms and Quizzes.

• Share a Form to Collaborate  - Step-by-step instructions on how to share, or stop sharing, a Form or Quiz.  

• Send a Form and Collect Responses  - Instructions and descriptions of all methods to distribute a Form or Quiz

• View your Form Results  - Description of how to view the results of your Form or Quiz.

• Share your Form or Quiz as a template  - Step-by-step instructions on how to easily share a Form or Quiz as a template so that colleagues can duplicate, customize, and use it as their own.

Use Forms to optimize your workflow

By request only , OIT can build workflows that add additional productivity value to Microsoft Forms, including any combination of the following:

• Approval workflow: Connect a Microsoft Form to a workflow that allows you to streamline an approval process with multiple steps and approvers.

• Custom notifications: When a user submits a Form, send email notifications to specified parties based on custom criteria.

• Document generation: When a user submits a form, convert the form information to a PDF and store the document in a shared location (such as  OneDrive ).

• Auto-updated Excel document: Keep an Excel document updated in real-time when Form submissions are collected.

Troubleshooting

• Microsoft Forms Help & Learning Page

• Microsoft Tech Community Forms Blog

• Microsoft's FAQ about Forms

Get help from OIT

• Visit the  Electronic Forms: Microsoft Forms page  to create a ticket