Custom Forms in SharePoint refer to tailored forms created to enhance user interaction and data entry processes within SharePoint lists and libraries. These forms enable users to input, display, and manipulate data more effectively, based on specific organizational needs.

Key Features

• Customization: Users can design forms to include custom fields, layouts, and logic that reflect the business requirements.

• Integration with PowerApps: Custom Forms can be designed using PowerApps, allowing for a more dynamic and responsive user experience.

• Conditional Formatting: Users can set rules to show or hide fields, enforce validation, and apply formatting based on user input.

• Fluent User Experience: Custom Forms can incorporate user-friendly features like dropdowns, calendars, and others to facilitate data entry.

Benefits

• Improved Data Collection: Tailored forms ensure that users enter the necessary data in a structured and efficient manner.

• Enhanced User Engagement: By providing a customized experience, users are more likely to engage with and fill out forms accurately.

• Streamlined Processes: Custom Forms can automate tasks and workflows, promoting efficiency across SharePoint sites.

Use Cases

• Feedback Forms: Collecting user feedback on products or services through a structured form.

• Expense Reports: Designing a form for employees to submit expenses in a consistent manner.

• Project Requests: Allowing users to request new projects or resources in a standardized format.

Getting Started

• 1. Create a List or Library: Begin with a SharePoint List or Library where your data will reside.

• 2. Open PowerApps: Use PowerApps to create a new custom form linked to the specific list or library.

• 3. Design the Form: Add fields, set up rules, and customize the layout to fit your requirements.

• 4. Publish and Use: Once complete, publish the form and share it with users for data entry.

Custom Forms in SharePoint are a powerful way to tailor data entry processes, enhance user experiences, and better meet the needs of your organization. By leveraging tools like PowerApps, teams can create efficient and effective data management solutions within their SharePoint environment.