MS Forms Creating a Form

MS Forms Creating a Form

Unlike other Microsoft 365 products that exist as individual files, Microsoft Forms are cloud-hosted databases and cannot be stored directly within SharePoint sites.

MS Forms Landing Page

With Microsoft Forms, you can create a form, invite people to fill it out, see real-time results, evaluate responses with built-in analytics, and export results to Excel for further analysis or grading.

Whether you need a web form or something that can be filled out on paper, we've got you covered with fully customizable form templates.

 

 

 

The MS Forms landing page is broken into 3 sections:

image of ms forms create new forms and explore templates.
Create a form manually or pick a template.
image of ms forms quick access menus
Quick access to view forms by a specific category.
image of ms forms My Groups section
View and create forms owned by a SharePoint group

Creating a Form

Log into MS Forms with your SUNY Geneseo credentials.

  • Click New Form to begin.

  • Use a MS Form template or create your own form.

    image of a new ms form
  • To create your own form add a title to your form and add a description.

    • Form titles can have up to 90 characters.

    • Descriptions can have up to 1,000 characters.

    • Your form is saved automatically while you create it.

  • Select  image-20240919-142558.png Add New to add a question to your form.

  • Choose what question type you want to add.

    • You can format the text by double clicking the text to show the text menu.

      image of text properties menu

  • Questions can be required by toggling the required button at the bottom of the question.

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Form Question Types

Choice: Presents options for single or multiple answers, using radio buttons (single) or checkboxes (multiple).

Text: For open-ended responses, allowing for short (one-line) or long (multiple-line) text input.

Rating: Uses stars or numbers (e.g., 2-10 levels) to gauge opinions or satisfaction.

Date: Prompts users to enter a specific date, often with a calendar picker.

Ranking: Asks respondents to drag and drop options to order them from highest to lowest.

Likert: Uses a scale (e.g., 5-point) to measure agreement, importance, or satisfaction (e.g., Strongly Agree to Strongly Disagree).

File Upload: Allows respondents to upload files, useful for applications or submissions.

Net Promoter Score (NPS): Measures loyalty on a 0-10 scale (Not at all likely to Extremely likely). 


Creating Sections

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If you're creating a lengthy questionnaire, it can be helpful to organize your questions into pages—or "sections".  

To add a section:

  1. Press the green + sign.   

  2. Select More Question types (chevron symbol)

  3. Select Section 

  4. Add a Section title and Subtitle (optional).

  5. Add your questions.

To rearrange the order of your sections: 

  1. Select the ••• to the right of the section's title.  This will bring up the Settings menu. 

  2. Choose Move section.   

  3. Press the ↑ and ↓ keys to move the section. 

  4. Press Done.  

To remove a section but leave the questions on the form:

  1. Select the ••• to the right of the section's title.  This will bring up the Settings menu. 

  2. Choose Remove section -->  Just section

To remove a section along with the questions it contains:

  1. Select the ••• to the right of the section's title.  This will bring up the Settings menu. 

  2. Choose Remove section -->  Section and questions


Branching Logic

Design forms that allow you to direct respondents along different conditional paths based on their responses to preceding questions.

BEFORE You Add Branching

Before you can add branching, you will need to have ALL of your questions already written on your form. 

  • As you are writing your questions, think about formatting.  Forms has several question types from which to choose:  Choice, Text, Rating, Date, Ranking, Likert, Upload File, Net Promoter Score.

  • Rearranging the order of your questions is easy.  Hover the mouse over a question until 6 grey dots appear over the question.  Place the cursor over the 6 dots, click & hold the mouse, and then drag the question up or down.

How to Add Branching

You may add branching to individual questions and/or sections.  

A key point to keep in mind:  Creating branches in a form that contains many questions requires forethought.  You cannot branch a question to a preceding question, only one that comes after it. For example, you cannot branch from question 4 to question 3. You can only branch from question 4 to questions 5 or 6 or 7, and so on.

 To create a branch from one question to another question (or section):

  1. Select the question for which you want to add branching. 

  2. Select ••• More settings 

  3. Choose Add branching

  4. Next to each answer(s) under the given question, there will be the words Go to.  Click on ↓ to view the drop down menu.  The menu contains every question and section on your form.  Select the question or section that you wish to appear NEXT for the respondent. Remember, you cannot branch a question to a preceding question or section, only one that comes after it.

  5. Next, continue through the rest of your form and add branches accordingly.

To create a branch from one section to another section:

  1. Select the section for which you want to add branching. 

  2. Select ••• More settings 

  3. Choose Add branching

  4. At the bottom of the section, there will be the words Go to. 

  5. Click on ↓ to view the drop down menu.  The menu contains every section on your form. 

  6. Select the section that you wish to appear NEXT for the respondent to Reset Branching

If you want to completely remove the branching, go to the question where you began branching.  Select the 3 dots at the bottom right and choose Add branching.  

Next, you will see the heading "Branching options" at the top of the screen with 3 dots to the right.  Click on those 3 dots and select Reset.  This will eliminate all branching on the form.  From here, you can set up new branching if you'd like.  


Form Settings

In your form, click on the settings button image-20260126-161654.png to open

Who can fill out this form

 

image of who can fill out this form section

This section controls access and how user data is collected.

  • Anyone can respond: Best for public surveys; users do not need to sign in, and responses are anonymous.

 

 

 

  • Under Send and collect responses, select the audience from these options:

  • Only people in SUNY Geneseo can respond: (Selected in image) Restricts the form to your organization. Users must sign in with their school credentials.

    • Record name: Automatically tracks the name and email of the person responding.

    • One response per person: Prevents individuals from submitting the form multiple times.

  • Specific people... can respond: Allows you to limit access to up to 100 specific individuals or groups within your organization. (individuals or groups within SUNY Geneseo)

Send and Collect Responses

image of send and collect responses pop up
  1. Open: your form in Microsoft Forms. 

  2. Click the “Collect Responses” (usually at the top right). 

  3. You can also select who has access to this form on this pop out.

  4. Select a sharing method:

    • Link: Copy the URL to share in chats, emails, or documents. 

    • QR Code: Scan to open the form on mobile devices. 

    • Email: Send directly from Forms to specific people. 

    • Embed: Get code to embed the form on a website. 

image of sharing options
Invitation, QR Code, Embed

Options for responses

 

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These settings manage the timeline and behavior of the form.

  • Accept responses: Keeps the form active. Unchecking this "closes" the form.

  • Start/End date: Schedules the exact date and time the form opens and closes.

  • Set time duration: Limits how long a person has to finish once they start (e.g., a 30-minute timed quiz).

  • Shuffle questions: Displays questions in a random order for each person.

  • Show a progress bar: Provides a visual indicator of how much of the form is left (only available for multi-section forms).

  • Customize thank you message: Allows you to write a personalized message that appears after they click "Submit".

  • Allow respondents to save/edit: (Checked in image)

    • Save: Allows users to save their progress.

      • Note: In 2026, users usually must submit once to "save" their responses in the "Filled forms" section of their account.

    • Edit: If enabled, users can revisit the link to update their answers as long as the form remains open.

Email Notifications when a form is submitted:

  1. In MS Forms, go to Settings (three dots ...).

  2. Under Response receipts, check "Get email notification of each response."

  3. In the Add recipients box, enter email address.

  4. Note: Uncheck your own name if you only want the department to receive alerts.

Response Notifications & Receipts

User Receipts: Check "Allow receipt of responses after submission" to let respondents download or print a PDF of their answers.

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The owner of the form will be added automatically to receive the responses.

The owner can then click on the 3 dots ... to add others to review response notifications..