How to create a form in OneDrive step by step

You want to learn How to create a form in OneDriveWhether you're a student, teacher, professional, or just someone who wants to collect data in a simple and intuitive way, knowing how to properly use Microsoft Forms, integrated with the Microsoft cloud, can save you a lot of time and help you organize information more efficiently. Throughout this article, we'll teach you, step by step, everything you need to create forms from OneDrive and get the most out of them. You'll find everything from initial access to customization options, configuration, response viewing, and more. Tricks to take advantage of every last detail.

In addition, we will also give you Practical advice and clear explanations about the advantages How to use the tool, the requirements you should keep in mind, different uses, and how to link your form results to Excel to keep professional records of the responses received. No matter your experience level, here's a comprehensive, well-structured guide written in user-friendly language to make creating forms with Microsoft Forms and OneDrive a piece of cake.

What is Microsoft Forms and why is it key for forms on OneDrive?

Microsoft Forms is a online application included in Microsoft 365 This allows for the quick and easy creation of forms, surveys, questionnaires, and polls that you can easily share with other users and view the results in real time. Although it's linked to the OneDrive ecosystem, it's important to note that:

• Forms is directly linked to the browser, that is, you do not need to install anything additional.
• You can access with any Microsoft account, both personal and professional. Even free users can use the tool free of charge.

One of the biggest advantages is that Forms don't take up space on your OneDrive.. Thus, although Microsoft offers 5 GB free for non-subscribed users, the quota of storage It won't be a problem even if you design multiple forms over time.

Access Microsoft Forms from OneDrive

To start creating your form, You must access Microsoft Forms through the OneDrive app platform.The process is very simple and you can do it from any device with internet access:

1. Sign in OneDrive.com and sign in with your Microsoft account.
2. In the upper left corner, look for the icon applications (the typical menu with nine little squares).
3. Press on «Show all applications» to see the full list.
4. Press on Forms.

Now you have the main Microsoft Forms interface in front of you, ready to start working.

Step by step to create your first form in OneDrive

1. Create a new form

Once in Microsoft Forms, Click on “New Form”Here you can start from scratch or explore the templates Microsoft offers to speed up your work. Templates are ideal if you're looking for inspiration or need a predefined structure for surveys, registrations, tests, etc.

2. Customize the title and add a description

Write the title of your form And, if you consider it necessary, add a brief description. This will serve as an introduction for those who will fill out the form and will help contextualize its purpose.

3. Add questions and sections

Here's where the real action begins: You can add different types of questions depending on the needs of your survey or form. Click "Add New" and choose between:

• Option: For single or multiple choice questions.
• Text: Open questions where the user must write their answer.
• Qualification o Classification: Ideal for obtaining numerical or star ratings.
• Date: Allows the user to select a specific date.
• Also, in the section "More types of questions" You will find options such as:
  • Likert: Ideal for measuring levels of agreement or satisfaction.
  • File upload: For users to upload documents.
  • Net Promoter Score®: Very useful for assessing the likelihood of recommending your organization or service.
  • Section: To organize the form into thematic blocks.

Each question offers specific configuration parametersYou can mark a question as "required", allow multiple answers, insert subtitles, apply branching (to show or hide questions based on the previous answer), among other options. Feel free to experiment with the different possibilities to adapt the form to your specific goals.

4. Design, style and visual customization

Once the form is structured, personalize it visually to make it more attractive. Microsoft Forms lets you choose from different themes, change the colors, and even upload a custom background. Some themes include animated backgrounds to give it a more professional or fun touch. Use the "Preview" to see how your form will look on both computers and mobile devices. mobile devices. This way you can correct details before submitting.

5. Advanced settings and key options

Go to the settings section to control different aspects:

• Who can fill out the form: You can choose to allow responses only from members of your organization or open it to anyone with the link.
• Collect anonymous or identified responses.
• Limit the number of responses per person and enable automatic closing of the form after a specific date or number of responses.
• Show response summary upon completion or allow you to download a copy of the form after completion.

All of these options will help you tailor the tool to perform exactly the function you need.

Practical example: web evaluation form

To illustrate the process, imagine you need to collect user feedback about your website. You can build the form by adding, for example:

• Text field for name.
• Star rating question to assess different aspects.
• Net Promoter Score to measure the probability of recommendation.

Each of these blocks can be easily customized, adding required fields, open-ended comments, and conditional logic if necessary. This will allow you to gather useful and organized information in just a few minutes.

Share and distribute your form on OneDrive

Once your form is ready, you have several ways to share it. Just click the button. "Send" and select the most appropriate method for your audience:

• Direct link: Copy and share the link by email, WhatsApp, social networks or wherever you prefer.
• QR Code: Ideal for facilitating participation in in-person events.
• Insert into web page: You can embed the form in your blog, intranet, or website using the automatically generated HTML code.
• Email: Send invitations directly from the Forms platform itself.

The system guarantees a convenient integration with other Office applicationsFor example, you can insert the form into a PowerPoint presentation, a OneNote notebook, or track results in Excel.

Managing Results: How to Leverage Responses in Excel

One of the most useful functions is the automatic synchronization of responses with Excel. When accessing the tab "Answers" From your form, you can view a graphical summary with statistics and access detailed information about each response received. Additionally:

• You can download the data directly to Excel. Just click on «Open in Excel».
• The file is saved to your OneDrive or SharePoint, depending on the origin of the form.
• Updates and new responses will be automatically reflected in the Excel file, so you can keep track of your information at all times.
• All of Excel's analysis and filtering features will be available to you to work with the collected information.

Advanced customization: templates, themes, and branching logic

Microsoft Forms allows you to start from templates If you're looking for a quick and professional solution, you can customize all fields, styles, and structure to suit your needs. Templates range from satisfaction surveys to registration or booking forms.

Furthermore, the branching logic (conditional branching) allows you to create smart forms that modify the user path based on their answers, showing only relevant questions and avoiding unnecessary information.

Don't forget that you can change the visual theme, add images, choose custom colors, and even embed images in each question to make the experience more intuitive and visually appealing for the respondent.

Requirements and prerequisites for using Forms from OneDrive

Before you jump into creating your first form, keep the following in mind:

• Microsoft Forms is available for users with a Microsoft account., whether free or paid (Microsoft 365).
• You don't need extra space on your OneDrive to store forms.
• When sharing a form, you can decide whether only members of your organization can respond or whether it will be open to anyone with the link.
• The Forms interface and options are fully integrated into the Microsoft online environment, so changes are automatically saved and synchronized to the cloud.

Preview and continuous editing options

Before submitting your form, use the preview to check how your recipients will see it, both on desktop and mobile. If you need to make changes, you can easily go back and edit questions, move them, duplicate them, or delete them. There are no limits on how many changes you can make; everything is saved in real time.

If you work as a team, you can share the form edition with other colleagues, allowing collaboration in the creation and review of questionnaires or surveys.

Forms and questionnaires: differences and specific functionalities

Microsoft Forms allows two main modalities: simple forms (for surveys, registrations, polls, data collection) y questionnaires (evaluative tests for educational or professional use)Some key features of the questionnaires are:

• Automatic scoring of correct answers.
• Activation of auto-generated or personalized explanations for participants' responses (useful for teachers).
• Setting time limits and advanced feedback options.

Both formats can be fully customized, shared via various available channels, and results can be analyzed in real time.

Most common uses and advantages of OneDrive forms

The versatility of Forms and its integration with OneDrive means thousands of users turn to this combination daily for a variety of purposes. Some of the most common uses include:

• Satisfaction surveys for clients, employees or students.
• Collection of opinions and suggestions about projects, products or services.
• Event logs and online registration forms.
• Creating subscriber lists for newsletters or internal communications.
• Generation directories or databases for small organizations, associations or communities.

Ease of use, speed of sharing and power of analysis make Microsoft Forms an ideal solution for any user, without requiring previous experience in programming no extra tools.

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Isaac

Passionate writer about the world of bytes and technology in general. I love sharing my knowledge through writing, and that's what I'll do on this blog, show you all the most interesting things about gadgets, software, hardware, tech trends, and more. My goal is to help you navigate the digital world in a simple and entertaining way.