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Microsoft Forms workshop

With Microsoft Forms, you can create surveys, quizzes, and polls that feature text, pictures and video. Others can respond using any web browser, even on mobile devices. As results are submitted, you can use built-in analytics to evaluate responses. Form data, such as quiz results, can be easily exported to Excel for additional analysis or grading. You can invite collaborators to view or edit the form and the results.

Microsoft Forms is available through our College Office 365 account.

Visit Microsoft’s support:

Agenda

  1. Please respond to My First Form.
    • You will be prompted to log in to Office 365 with your College credentials.
  2. Here is a sample form with various question types for you to save to your Forms.

Download a handout of the following steps

Logging in to Forms

Microsoft Forms is available through our College Office 365 account.

  1. Log in to the College of Wooster Office 365 via a web browser by either
  1. Click the ‘waffle’ and select Forms (or Excel… see below) from the list of apps

Creating a form

(for individual users. To create a form for a Group, see below).

*Recommended* To host form results in Excel online so that new responses are continually updated and accessible online:

  1. From the Office 365 “waffle,” select Excel
  2. Create a New blank workbook (Excel spreadsheet)
  3. In Excel online, go to the Insert menu > Forms > New Form
  4. A new Form will open with the title “Book” (you can change it)

You can go to Forms in the Office 365 app switcher to create a form, but the Excel file with form responses will download to your computer and not be hosted in Excel online.

  1. From the Office 365 “waffle,” select Forms
  2. Under My Forms, select New Form.
  3. Enter a name for your form. You can also enter an optional description for the form.

Creating a Form in an Outlook Group

If you want to create a new form that can be edited by any member of the Group and the results can be viewed by any member of the Group, you must create the Excel spreadsheet for the Form results in the Group first or you can move a form you have already created to the Group (see below).

  1. From the Office 365 “waffle,” select Outlook
  2. Select your Group
  3. Go to the Group Files
  4. Create a New blank workbook (Excel spreadsheet)
  5. In Excel online, go to the Insert menu > Forms > New Form
  6. A new Form will open with the title “Book” (you can change it)

The Excel sheet for the form results will reside in the Group Files called “Book” (you can change it)

screenshot of Excel online, insert New Form

Adding questions to a form

  1. Select Add Question to add a new question to a form or quiz.
  2. Click to choose to add Choice, Text, Rating, Date, Ranking, Likert, or Net Promoter Score
  3. Select Preview at the top of the design window to see how your form will look on a computer or mobile device.
  4. Edit questions at any time by clicking a question in the Questions tab.
    • Copy a question
    • Delete a question
    • Reorder questions
    • Require a response
    • Enable a subtitle (instructions?)
    • Shuffle options
  5. Updates save automatically.

Send a form to respondents

1. Open the form you want to send
2. Select Share in the upper right corner.
3. Under “Send and collect responses”:
4.  Authentication

  • Only people in my organization can respond
  • Anyone with the link can respond
    • the response is anonymous
    • if you want to collect identifying information, you would need to add a question(s) for respondents to enter their names

5.   Send a form link to others

  • Link
  • QR code (print material, large presentation)
  • Embed
  • Mail (this will launch default email client software on the computer)

View form results

On the Responses tab

  • Summary of form (# of responses, average time to complete, active status)
  • Summary of each question (scroll down)
  • Click “View Results” button to see individual respondents’ entries
  • Open in Excel

Share forms

Collaborate

You can create and share a link to allow others to collaborate on a survey or quiz with you.
Go Share > Get a link to view and edit

Template

You can create and share a link to allow others to reuse surveys or quizzes you have created.
Go Share > Get a link to duplicate

Share form results with others

  • Download the Excel file (one time snapshot of results)
  • Share the Excel file online in Office 365 *** Must create the form from Excel online ***

Copy your own form

At the main Forms screen under either “My forms” or “Shared with me”

  • Find the form tile and in the upper right corner click … > More form actions …> Copy

Move your form to an Outlook Group

If you’ve created a form or quiz, you can easily move it to a group so everyone in your group becomes owners of that form. Find the form tile and in the upper right corner click … > More form actions … > Move. Select the Group.

Advanced form features

In the upper right corner menu, click …

  1. Branching
  2. Settings
  • Who can fill out this form
  • Options for responses
  • Accept responses (or close)
  • Dates
  • Shuffle
  • Email notification