Nintex Forms for Office 365 - Customer Evidence Form

Document created by Emily Billing Employee on Jul 6, 2014
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Let’s build a simple Nintex Form which sits on and populates a SharePoint list. We’re going to create a Customer Evidence Nomination Submission form.

You will need to create a custom SharePoint list for this form to sit on with the following fields.

  1. Account Management Name : Single line of text)
  2. Company Name : Single line of text
  3. Products : Choice – Checkbox, with the following fields;
      • Nintex Forms for Office 365
      • Nintex Workflow for Office 365
      • Nintex Live
      • Nintex Mobile
  1. Additional Details : Multiple lines of text
  2. Type of Customer Evidence : Choice – Checkbox, with the following fields;
      • Case studies
      • Videos
      • Testimonials
      • Infographics
      • Customer to Customer Reference


Open Nintex Forms

Once you have created this list, you can now go ahead and open Nintex Forms. Click on the List tab and select Nintex Forms in the Ribbon.

nintexforms.png

Update the Label Control Titles

You’ll notice the Forms designer opens with all the fields in the SharePoint list already laid out. Let’s change the two labels “Products” and “Attachments”.

To do this, you don’t need to open the control settings, you can change the text in the Settings section of the Properties pane on the right hand side of the screen. Click on the Products label, and in the Text field, change to “Which products?”.

which_product.png

Click on the Attachments label, and in the Text field, change to “Attach customer evidence here”.

You may notice you can’t see all the options in the Products and Type of Customer Evidence fields, this isn’t a problem, as the controls will automatically expand in Runtime.

form.png

Click on the Preview button in the Ribbon and then Generate Preview to see how the form will look.

And your Nintex Form is complete!

 

Publish the Form

Click Publish in the Ribbon, confirm publishing and you’re on your way.

publish.png

To see the form in action, Close the Forms designer and click on New Item in the SharePoint list.

details.png

And there you go, the SharePoint list has been populated with the information you just entered.

Attachments

    Outcomes