In this article, we show you the steps to create your first Nintex Form. The first thing we cover is creating a SharePoint list for a travel request form, and lastly, we'll add in some simple customization.
Create a SharePoint List
Open a SharePoint site whre you want to create the list and click on Site Settings in the top right-hand corner. Click on Add an App. Select Custom list and then give your list a name, e.g. “Travel Request Form”.
Next, you’ll need to create the following list columns:
- Employee – people or group
- Department – list lookup
- Cost Center – list lookup
- Start Date – Date and Time
- End Date – Date and Time
We're not going to create a travel destination list column, as this is going to become a repeating section, and we want to view the outcome in the item itself. If you want to jump into how to create a Destination Repeating section, you can skip to the next article Build your first Nintex Form - Part 2 of 3 (repeating sections).
Opening a Nintex Form
Click on the List tab and then select Nintex Forms in the Ribbon. A pre-populated form will open up on the forms designer.
Configure the Employee People Control
Now we want to configure the “Employee” People control so that the form recognises who the person is and they are not required to fill in that information themselves.
Double-click on the People control to open the dialog box. In the Default Value source, click on the drop down arrow and select Expression.
In the Default Value field, click on the Insert Reference icon.
Preview the Form
You can preview the form to see how the form works. Click on the Preview button in the Ribbon and then Generate Preview. You can see in the Employee field, that the field has already been populated. When you hover over the name, it contains all their information too.
Save the Form
Now you could save and publish, but before you do, there are a few other things we can do to this form to improve the usability of it.
Let's continue building your first form > Build your first Nintex Form - Part 2 of 3 (repeating sections)