Skip to main content
Nintex Community Menu Bar
Solved

Creating a new Nintex Form

  • August 1, 2022
  • 20 replies
  • 73 views
  • Translate

Underdog

Hello everyone.  Happy Monday.

I'm trying to create a new Nintex Form.  Every time I try to open a new Form, it brings me to the existing form.  Sorry to ask (probably) the obvious.

Thank you!

 

24846iD569F33E7BD78B69.png

24847i648B2B6B39CD5CE2.png

 

 

 

 

Best answer by Garrett

That's an entirely different line of questions @Underdog  

You should ask that as a new question. There are pros and cons to both types of form. 

Unfortunately I don't use both of those types. 

 

FYI, My organization has standardize on New Responsive Form (we are on Nintex O365 and moving towards NWC). 

View original
Did this topic help you find an answer to your question?

20 replies

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Hi @Underdog 

 

You have an existing form on your SharePoint site and you would like to create another Form for that site. Did I understand your requirements correctly?

 

You need to enable Content Type on the List. Go to "Advanced settings" of your list and then turn on content types option. 

Each Nintex Form is tied to a content type. Without adding another content type, you can only have 1 Nintex Form per SP site. So, if your list has 5 content type, you may add up to 5 forms to the list

 

Cheers

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Hi Garrett,

Could you send me a screenshot of the "Advanced Settings" location?

Thanks!

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

I am using the SP Modern (not Classic) style.

Go to List Settings. There is a link to Advance Settings.

I believe that you are using the SP Classic style.

 

 

Cheers

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

This is one I'm looking at ..

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

 

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Excellent.  So do I change "Allow management of content types."

 

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Yes. Allow Management. Click OK

 

Then you need to create a new content type for your list.

FYI, Item is the default SP List

 

 

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Ok.  So far so good.  I don't see "Item" though.  Thoughts?

 

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Once you done the previous steps.

You will notice that you have 2 content type. 
You can set whether both are Visible on the New Button and which is the Default.
You can set whether a column is visible to both List content  

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

You can't add Item. Item is the default content type. Add Issues.
Sorry about that. I highlight items but I forgot to explain it

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

When you return to your List.

Click Nintex Forms. Nintex Forms will prompt which Content Type to build your form.

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Added.

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

So, as directed .. looking good.  The first screenshot below looks right.  "Item" is the default, and can remain the default.  The next screenshot shows "Item" in the "Used in" column.  Should I see both "Item" & "Issue" in this column?  (As a note, the reason I'd like a second Form is to modify my first form using the second Form as a development Form.  Once I get the new Form where I want it, then I'll modify the first Form).

 

So, if desired, how would I make the "Used in" column both "Item/Issue"?

 

 

 

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Click the content type. then add the columns which you want
To add "Used in" column to both "Item/Issue", (which is already in Item), click Issue.  

Click Add from existing site.

 

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Ok.  As I understand it, click by the yellow arrow ..

 

Then comes this:

 

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Hi @Underdog 

Did you manage to create your 2nd form?

 

Translate

Underdog
  • Author
  • 74 replies
  • August 1, 2022

Which choice is better for customization?

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • Answer
  • August 1, 2022

That's an entirely different line of questions @Underdog  

You should ask that as a new question. There are pros and cons to both types of form. 

Unfortunately I don't use both of those types. 

 

FYI, My organization has standardize on New Responsive Form (we are on Nintex O365 and moving towards NWC). 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • August 1, 2022

Many of the users with technical background prefer the Classic form. 
They are able to extend the form capability through the usage of JavaScript.

Nintex Mobile is unable to use JavaScript.

 

Business users (those Excel Macros whiz) tend to prefer the Responsive / NewResponsive form.

They prefer the responsive nature to device viewscreen (desktop or mobile).

The Responsive form has a more modern UI feel and is mobile ready.

 

Ask the community and see what they say

Translate

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie Settings