MC716006: Microsoft Lists: New forms experience

Announcement IDMC716006Published Date02-14-2024
ServiceSharePointLast Updated05-17-2024
CategoryStay informedExpiration Date07-01-2024
Roadmap ID124865Action Required by Date
TagsNew feature, User impact


Summary
                Microsoft Lists is introducing an updated forms experience that allows list owners and collaborators to collect information on their lists with updated Lists forms. Forms can be created quickly and shared with a link, and all submitted responses appear immediately as new list items that list collaborators can see and refine. The new feature will roll out in mid-March 2024 for targeted release and late March 2024 for Worldwide, GCC, GCC High, and DoD. The message provides instructions for form creators and responders and includes screenshots of the feature in action. Users may want to notify their users about these new features and update their training and documentation as appropriate.


More Information

In Microsoft Lists, list owners and collaborators with permission to edit the list will be able to collect information on their lists with these updated Lists forms.

Lists forms can be created quickly and shared with a link. The recipient can focus on filling out the form without seeing your full list. All submitted responses appear immediately as new list items that list collaborators can see and refine.

Lists forms work well in scenarios such as recruitment tracking, managing orders, tracking customer issues, filing expenses, etc. For example, an event organizer can create and manage multiple forms for the same list to track attendees, feedback, logistics, and more, with each form collecting a part of the full list.

Please note:

  • When you create a form in a list, you can only share the form as a link that allows anyone in your organization to fill out and submit. You cannot share the form with different permissions at this time.
  • Forms will not appear on lists or sites that do not allow sharing a link with organization members.
  • + Add new item will continue to work as before for those that have access to the list.

When this will happen:

Targeted release (entire organization): We will begin rolling out mid-March 2024 (previously late February) and expect to complete by late March 2024 (previously mid-March).

Worldwide, GCC, GCC High, DoD: We will begin rolling out late March 2024 (previously mid-March) and expect to complete by late May 2024 (previously early May).

How this will affect your organization:

For a form creator:

We have a modernized form builder. To create a form or access existing forms, select Forms on the command bar at the top of a list. When you create a new form, the form builder opens and uses the fields from the list schema. As the form creator, you can add fields and show/hide fields. You can change the theme and share the form with a link. You can also stop accepting form responses.

The Forms command is hidden from users who lack permission to edit that list.

For a form responder:

Anyone in your organization can access the form through a link and submit their responses. After logging in, the responder can complete the form on a desktop or mobile browser. The form responder does not gain any extra permissions by submitting the form.

Below are screenshots of this feature in action:

Manage your forms:

Manage your forms

Form builder: Add fields and show, hide, or rearrange them:

Form builder

Choose a theme for your form:

Choose a theme

Send the form as a link to anyone in your organization:

Send the form as a link

Form responders can log in, open the form in the browser, and fill in the form:

Form responders

Form responses start appearing in the list as items:

Form responders

 What you need to do to prepare:

You may want to notify your users about these new features and update your training and documentation as appropriate.

Previous Post Next Post