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    • Creating Forms in MS Office

    Owned by Sherral Trotter, created
    Last updated: Apr 28, 2023 by Baylee Banks
    4 min read

    This article explains how to create and embed a new form.

    When creating Microsoft Office Forms for NMSU webpages, follow university policies, data protection regulations and privacy guidelines. Avoid collecting personally identifiable information and obtain informed consent. Consult the NMSU ARP and ICT department for guidance if needed. Refer to NMSU's Administrative Rules and Procedures (ARP), Chapter 15 | Information Management and Data Security, for more detailed information.

    Table of Contents

     Instructions

    Create a New Form

    • All staff have an account with Microsoft using NMSU credentials.

    • Microsoft Forms automatically saves as you create.

    1. Navigate to forms.office.com.

    2. Click New Form.

    3. The Questions tab allows you to enter your questions.

    4. Enter a Title for your form and click +Add new.

    Choose a question type

    1. Choice requires the user to select an option for the answer. (Multiple choice.)

    2. Text allows typed answers.

    3. Rating allows the user to rate on a scale.

    4. Date requires a date as an answer to the question.

    5. Click Preview to see your form.

    Customize your Form

    The Style tab allows you to customize your form with a specific color or picture, and experiment with animated backgrounds.

    1. Click Style.

    2. Select a Style. Please select the "Pomegranate" theme color option to align with our brand identity, avoiding the use of off-brand themes or colors that may detract from a cohesive appearance across our web community.

    3. Click Preview to see the complete form.

    Responses

    The Response tab shows details as the form is completed.

    1. Click Responses.

    2. Click Collect Responses to change settings.

    3. Control who has access to the form:

      • Anyone can respond - anyone inside or outside of NMSU.

      • Only people in my organization can respond - restricted to NMSU sign-in.

      • Specific people in my organization can respond - restricts responses to named people only.

    Responses will be sent to the person making the form.

    Sharing the Form

    If you want to include an external link that will direct users to your form when clicked, follow instruction #2 below. If you want users to view and respond to your form within your Cascade site, follow instruction #3 below.

    1. Click Collect Responses to share the form.

    2. If you want to include an external link that will direct users to your form when clicked:

      • Click Link.

      • Click Copy link.

    3. If you want users to view and respond to your form within your Cascade site:

      • Click Embed.

      • Click Copy.

    Place the Form on your Site

    1. Log in to your site.

    2. Create a New Interior page with Feature Text. (For details on how to do this, see How to Create an Interior Page with Feature Text.)

    3. Enter a Title for your form.

    4. Click in the Content area.

      • To share the form as a link only, select the text and click Insert/Edit Link.

      • Select External Link.

      • Paste the link code. (Refer to the Sharing section above.)

      • To Embed the form on your site, click Source code.

      • Paste the embed code at the bottom of the existing code. (Refer to the Sharing section above.)

    Submit Changes

    1. Click Preview Draft.

    2. Click Submit.

    Page is saved and shows in the Site Directory.

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