Step 2 : Create the list and columns for the form

Before you design your form you must create the list and columns

1

Create the list
  1. Log in to the SharePoint site and from the top menu click Settings and then select Site contents.
  2. Click + New, and select List from the menu displayed. Create a list window is displayed.
  3. Enter the name of the list and click Save.

2

Create the columns

Create the columns you want in order to connect the form controls to the columns in the list.

  1. Click + Add column and select the column type from the menu that opens. The Create column panel is displayed to enter details about the column.

  2. Enter the Name of the column.

    3. Note: You can leave the other fields blank or with the default value as they are not mandatory fields.

    Important: The underscores in the Column names can cause errors in your Document Generation action, therefore using underscores must be avoided when naming columns.

  1. Click Save.
  1. Repeat steps 1-3 to create the other column required for the form.

Next step:

Step 3 : Create a form