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Build your first Nintex Form - Part 1 of 3 (simple customization)

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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 where you want to create the list and click on Site Contents 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”.

travel_list.png

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

travel_lisr_columns.png

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.

NF.pngThe first thing you want to do, is remove the Title label and single line of text control since we don’t need them on this form. Right-click on the control and select Delete.

delete_control.png

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.

people_expression.png

In the Default Value field, click on the Insert Reference icon. 

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

current_user.png

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.

preview_form.png

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)

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11 Replies
coster
Nintex Newbie

Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Do ALL fields of the form need to be created as a SharePoint column ? We have more than 200 fields in a complex form and do not want/need all the fields to be SharePoint column. Can it be like InfoPath - where data is stored as XML file but not all fields published in a column ?

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jan
Nintex Newbie

Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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No you do not a SharePoint column for each field. You can drag and drop as many controls on the form as you like. When filling in the form the data in the fields is saved as XML to the list item itself (in a field called FormData). In the screenshots above the "Connected to" property determines if this is tied to a SP column. This would just be set to Not Connected.

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Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Thanks for the tutorial

I have a quick question about arranging controls. I have generated a form for a long sharepoint list and would like to break it up by including some headings along the way. What's the easiest way to do this? I can't see a way to insert space/controls between the existing controls

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Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Hi Daniel, you can increase the size of the Nintex form, that way you'll have more room to move your controls around. To do that, click on the settings button in the Nintex Forms designer ribbon, and here you'll be able to change the canvas height or width.

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Not applicable

Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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OK thanks Emily. I'd started off down that path and figured there must be an easier way to do it. As long as I'm not doing more work than I need to!

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Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Emily, I've got a couple of questions for you. I've been trying to repeat this form development process with attributes required by my client. I removed Title from the form, but it remains in the SharePoint list and is displayed as [No Title], as it doesn't have a value. If I remove this attribute from the SharePoint List, then it seems that I cannot return to Edit the Form. I tried to give the attribute a default value by concatenating other attributes from the SharePoint List, as per fn-And(Employee (Display Name), ID), but this doesn't seem to populate the Title attribute. So can you advise how to populate Title with a default value, or set up an alternative item in the SharePoint List which will link to the form and allow it to be edited?

Additionally, is there an example of an approval workflow which runs against the Travel Request. I've created something, but I'm not happy with the way information is presented to the end user. I'm sure they will only become confused. Particularly as the link to the form which is presented in the workflow email references Title as the URL back the form and of course this is blank and Related Item contains "(no title)".

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Highlighted
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Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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According to this, i could have as many controls as i want and only the data i want to display in lists (for statistics or visualization purposes) is connected to a list column. You said the data no connected is saved in a xml to the list item, so when i want to display the form and retrieve the no connected xml data, how can i map them to the controls to be displayed in the form ?

Thanks in advance!

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helmric01
Nintex Newbie

Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Hi Emily,

Question about this part of the demo:

When I get to this section of the demo and click on the "Default value source", the option for "Expression" is not there, how do I aquire this value source?  Here is what I see for my options:

Thanks!

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Not applicable

Re: Build your first Nintex Form - Part 1 of 3 (simple customization)

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Hi, William (Bear) Reed‌, Emily has been gone two years now. You may want to post a question in Getting Started‌, where more eyes could get on it faster.

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