Create a form with Microsoft Forms – ABOUT MAG 2020

  • Sign in to Microsoft 365 with your school or work credentials.

  • Open the OneNote notebook in which you want to insert a form.

  • At the Insert tab, select Forms.

    Insert Forms option in OneNote for the Web

    note: O Forms The button is only available to Microsoft 365 Education and Microsoft 365 Commercial users. To access Forms in OneNote for the web, sign in with your company or school account.

  • AN Forms for OneNote The panel will open and dock on the right side of the OneNote notebook.

    Forms panel for OneNote in OneNote for the Web

  • Click Sign in.

  • When you see the message “Forms for OneNote want to display a new window”, click To allow.

  • At the Forms for OneNote You will now see a list of all the forms and questionnaires created.

    Shows a list of forms and questionnaires in the Forms panel for OneNote.

  • Under My forms, click New form to start creating a form. A new window will open with a blank form and a standard title (“Untitled form”).

  • Click on the default title to add yours. You can also add a description to your form.

  • Click Add question to add a new question to the form. Choose between Choice, Text, Evaluationor Meeting questions. You can also click More
    More options button
    and select Ranking, Likertor Net Promoter Score® questions.

    Choice, text and rating question types displayed for a form.

    note: Your form is automatically saved while you create it. At the Forms for OneNote panel, you will see your new form listed under My forms.

  • For choice questions, enter the text you want to display for the question and each option.

    A form choice question displayed with options

    Do you want to add more options? Click Add option to add more options than the two standard options. Click Add “Other” option to add an option option that displays the text Other. To remove an option, click the trash can button next to it. You can also choose to ask a required question or allow multiple options by changing the settings at the bottom of the question. To have Microsoft Forms randomly shuffle the order of the options displayed to users of the form, click More settings for the question
    More options button
    and select Random options.

    Tip: Click More settings for the question
    More options button
    and select Subtitle to add a caption for a question.

    Some choice questions will trigger automatic suggestions.

    Suggested answer options for a question

    Click on the suggested options to add as options. In the following example, Monday, Wednesdayand Friday are selected.

    Selection of suggested answer options for a question

  • Click Add question to add more questions to your form. To change the order of the questions, click the icon Above or Low arrows on the right side of each question. For text questions, select the Long response option if you want a larger text box to appear on the form.

    A text question displayed on a form

    Tip: To copy a question, select it and click the icon Copy question button
    Copy question button
    at the top right corner.

  • Text questions also allow you to set restrictions when you need to have numbers as an answer. Click More settings for the question
    More options button
    and select Restrictions. You can choose to restrict numbers by selecting from the various options, such as Bigger then, Less than, In between, and many others.

    Text question displayed with number restriction between 1 and 6

  • Click Preview at the top of the design window to see what your form will look like on a computer. If you want to test your form, enter answers to the questions in preview mode and click Submit.

    View computer mode for a class search form

  • Click Mobile to see what your form will look like on a mobile device.

    View mobile mode for a class search form

    Click Back when you finish viewing your form.

  • Your newly created form will appear at the top of your My shapes list under New form and New Quiz buttons.

    Shows a list of forms and questionnaires in the Forms panel for OneNote.

  • When you’re ready, you can embed your form in the OneNote notebook.

  • Paula Fonseca