Nintex for SharePoint - Part 4 - Building a Form

Document created by butlerj Support on Oct 22, 2018Last modified by celine.baldevia@nintex.com on Oct 25, 2018
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Prepare for Success

You must have the following SharePoint account permissions to complete this step: Edit

Creating Your First Form

Walkthrough Video

 

Walkthrough Instructions

 

1. Create a SharePoint list

Open a SharePoint site where you want to create the list, click the Settings icon on the upper right, and then click Site Contents. Click Add an App. Select Custom list and then give your list a name, such as “Travel Request Form”.

travel_list.png

 

Next, create the following list columns using the indicated column type:

  • Employee – People or Group
  • Department – Lookup
  • Cost Center – Lookup
  • Start Date – Date and Time
  • End Date – Date and Time

travel_lisr_columns.png

 

The travel destination list column will be set up later. This column will be a repeating section, and you will be able to view the outcome in the item itself. If you want to jump into the steps for creating a Destination Repeating section, you can skip to the next article Build your first Nintex Form - Part 2 of 3 (repeating sections).

 

2. Open a Nintex form

Click the List tab and then select Nintex Forms in the ribbon.

NF.png

 

Choose the option for the forms designer you want: classic or responsive. The following walkthrough assumes the use of the classic forms designer.

responsive.png

 

A pre-populated form opens up on the forms designer.

 

The first thing to do is remove the Title Label control and Single Line of Text control since we don’t need them on this form. Right-click each control and select Delete.

delete_control.png

3. Configure the Employee People control

Now we want to configure the “Employee” People control so that the form recognizes who the person is and they are not required to fill in that information themselves.

Double-click the People control to open the dialog box. For Default value source, click the drop down arrow and select Expression.

people_expression.png

 

For Default Value, click the Insert Reference icon. 

insert_ref.png

 

Select Current User in the Common tab. Click Ok and then Save the control.

current_user.png

4. Preview the form

You can preview the form to see how the form works. On the ribbon, click Preview and then Generate Preview. You can see that the Employee field has already been populated. When you hover over the name, it contains all their information too.

preview_form.png

5. Publish the form

Now you can save and publish your first form.

 

 

Check for Success

Were you able to successfully publish the form?

 

 

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