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Overview
Forms can be used for centralized data collection, feedback and surveys, event registration, and more. Microsoft Forms, Qualtrics, and Dynamic Forms can all be used as form solutions in SharePoint Online and are fully supported by OIT.
Microsoft Forms
Microsoft Forms is an easy-to-use tool that allows you to create surveys, quizzes, and polls, enabling users to collect information efficiently and with minimal effort. Microsoft Forms has an intuitive design, real-time response data, automatic summarization of results, and the ability to integrate with other Microsoft Office 365 services for enhanced collaboration and analysis.
Microsoft Forms is the only option that can embed directly into your SharePoint site pages using the Microsoft Form web part. Alternatively, you can link to a form by adding a hyperlink or link button within your site page content.
How to Create a Microsoft Form
How to Embed a Microsoft Form in SharePoint
- Navigate to the site page you would like your form to be on.
- Click Edit.
- Hover over the area on the page where you want to add your form until a gray (+) icon appears.
- Click the (+) icon to open the web part panel.
- In the search bar, type Form.
- Select Microsoft Forms from the search results.
- You will have options to create a new form or add an existing form.
- If you click New form:
- Enter the name of your new form.
- Click Create.
- You will be redirected to Microsoft Forms to finish creating the form.
- The form URL will automatically populate in the Microsoft Forms panel in SharePoint.
- If you click Add existing form:
- Navigate to Microsoft Forms.
- Select the form you need.
- Click Collect responses.
- Copy the link.
- Paste the link in the Form web address field.
- In the Microsoft Forms panel on the left, choose whether to collect responses or display the results from your form.
- Click OK.
- After all other page edits have been made, click Republish.
Qualtrics
Qualtrics is a powerful and flexible web survey tool. It meets IRB requirements for collecting and storing data, including PII, FERPA, and HIPAA/PHI (it is encrypted in transit, at rest, and in backups). A Qualtrics account can be used for academic, research, or administrative purposes, but not for commercial purposes. Faculty, staff, and students at all UT campuses can log in to Qualtrics using their NetID and password.
How to Use Qualtrics in SharePoint
- To use Qualtrics on your SharePoint site, create a button or link to the Qualtrics form on your SharePoint page.
Qualtrics Training and Support
OIT’s Research Computing Support team has over 25 years of experience building and administrating online surveys and providing full statistical consulting services. We are available to examine your survey to ensure that it is optimized for data collection on the web. We also offer an overview of how to use the software when you first get started and assistance in building more difficult surveys. To request an appointment for assistance with online surveys or data analysis, please contact the OIT Helpdesk online or at 865-974-9900.
Visit the OIT Workshop calendar to look for upcoming Qualtrics workshops.
Dynamic Forms
OIT provides support for Dynamic Forms at no additional cost. Dynamic Forms is an online form creation tool that routes through a custom workflow. Additional form features include a required single sign-on, pre-population with specific user information, building routing steps based on orgchart.utk.edu, and requiring a digital signature from the submitter.
Dynamic Forms are hosted on forms.utk.edu, a centralized electronic form hosting solution for use by departments and individuals at the University of Tennessee conducting official University of Tennessee business. Access to submit forms may be limited to those with a valid NetID and password.
How to Use Dynamic Forms in SharePoint
- To use a form from forms.utk.edu on your SharePoint site, create a button or link to the form on your SharePoint page.
Dynamic Forms Support