Help & Resources: Microsoft Forms

Table of contents

Getting started

How to

Use Forms to optimize your workflow

By request only, OIT can build workflows that add additional productivity value to Microsoft Forms, including any combination of the following:

  • Approval workflow: Connect a Microsoft Form to a workflow that allows you to streamline an approval process with multiple steps and approvers.

  • Custom notifications: When a user submits a Form, send email notifications to specified parties based on custom criteria.

  • Document generation: When a user submits a form, convert the form information to a PDF and store the document in a shared location (such as OneDrive).

  • Auto-updated Excel document: Keep an Excel document updated in real-time when Form submissions are collected.

Troubleshooting

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Details

Article ID: 334
Created
Tue 4/26/22 3:50 PM
Modified
Tue 10/4/22 4:51 PM

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Electronic forms replace physical form copies that require manual work and processes. Using electronic forms, we can automate submission and approval processes in order to create efficiencies and maintain data integrity.