Step 3 : Create a form

Now that you have created the list and columns, you can start designing the form.

After you create a form for a list and publish it, if you click +New to add an item to the list, the Nintex Form opens. You can use the form to add a new item to the list.

You can connect a form control to a column in the list to enter form input to the column. For example if you want to collect name, address and phone numbers entered by form users in columns of a SharePoint list, connect each column to the respective form control.

For more information, see Forms.

1

Open the Nintex Forms designer
  1. On a SharePoint List or Document Library page, click Nintex Forms on the top ribbon. The Choose a designer dialog box appears prompting you to select a Forms designer.
  2. Select New Responsive Designer, Responsive Designer or Classic Designer.

    3. The Forms designer is displayed.

2

Design the form
  • Drag the required form controls to the designer canvas to design your form and configure them.

    • Note: Use the Connected to field in the control settings to connect the controls to a column in the SharePoint list. When a control is connected to a column, data entered via that field in the form is entered in the selected SharePoint column.

    For more information about the controls and their settings, seeNew Responsive Forms designer and Responsive and Classic Forms designer.

     

     

    Next step:

    Step 4 : Publish the form