SharePoint 365 Owner: Build & Modify List Forms

Course description

This course teaches SharePoint site owners how to create, customize, and manage list entry forms using the different tools available in Microsoft 365. Learners begin by exploring the default SharePoint form, understanding how it automatically displays all list columns and can be adjusted through simple configuration options. They learn how to modify visible columns, change their order, and even apply JSON formatting for advanced layout customization. The course then introduces the new SharePoint “Forms” feature, which integrates many of the capabilities of Microsoft Forms directly into SharePoint lists. Participants learn how to create multiple form variations for a single list, tailor fields to specific use cases, apply custom themes, and configure response settings such as start and end times for accepting entries. The training also demonstrates how to share and distribute forms using links or embed them within Microsoft Teams, providing a simple way for users to submit data without needing to access the list directly. Learners then advance to using Microsoft Power Apps to customize SharePoint forms, gaining insight into the differences between standalone apps and integrated customized forms. Through practical demonstrations, participants learn how to open a list form in Power Apps, modify the layout with multiple columns, add text headers, apply conditional visibility, and use Power Fx formulas to automate behaviors such as default values or calculated inputs. The course emphasizes how customized Power Apps forms offer greater flexibility for branding, automation, and data validation, while still integrating seamlessly with SharePoint lists. Learners also discover how to publish changes, check for formula errors, and revert to the default SharePoint form if needed. By the end of the course, participants will understand when to use each form type—default, modern forms, or Power Apps—and how to design efficient, user-friendly data entry experiences that streamline collaboration and ensure consistent data capture across their SharePoint 365 environment.

Course outline