SharePoint is a powerful platform for creating and managing content, workflows, and collaboration within organizations. One of the many features that SharePoint offers is the ability to create and customize email forms. In this article, we will discuss how to create email forms in SharePoint without using Infopath, making the process easier and more accessible for users.
First, let's define what email forms are and how they can benefit organizations. Email forms are customizable forms that can be sent via email to gather information from users. They can be used for a variety of purposes, such as surveys, feedback forms, registration forms, and more. By using email forms, organizations can streamline their communication and data collection processes, making it easier to gather and organize information.
Traditionally, creating email forms in SharePoint required the use of Infopath, a form-building software. However, with the discontinuation of Infopath, many organizations are now left without a tool to create custom email forms. Thankfully, SharePoint offers an alternative solution that is just as easy and effective.
To start creating email forms in SharePoint, you will need to have a SharePoint site and access to the site's list or library. From the site's homepage, click on the "Settings" gear icon and select "Site Contents." From there, click on the "Add an App" button and choose "Custom List" or "Document Library" depending on where you want your email form to be stored.
Once you have created your list or library, you can start customizing your email form. Click on the "List" or "Library" tab and select "Create Column" to add fields to your form. You can add various types of fields such as text, choice, date, and more, depending on the information you want to collect. You can also rearrange the fields by dragging and dropping them to your desired order.
Next, click on the "List" or "Library" tab again and select "List Settings" or "Library Settings." From there, click on the "Advanced Settings" and change the "Allow management of content types" to "Yes." This will allow you to add an email form content type to your list or library.
To add the email form content type, click on the "List" or "Library" tab and select "Add from existing site content types." Choose "Email Form" from the list of available content types and click "Add." This will add the email form content type to your list or library.
Now, you can start customizing your email form by clicking on the "New" button and selecting "Email Form." This will open a new form with the fields you created earlier. You can fill out the form with your desired information and click "Save" to store it in your list or library.
To send the email form, click on the "..." next to the form and select "Share." Enter the recipient's email address and add a message if desired. The recipient will receive an email with a link to the form, and they can fill it out directly from their email without needing to access the SharePoint site.
In addition to sending email forms, you can also customize the email notification that is sent to the recipient when a form is submitted. To do this, click on the "List" or "Library" tab and select "List Settings" or "Library Settings." From there, click on "Workflow Settings" and select "Add a Workflow." Choose "Send an Email" as the template, and you can customize the email notification with your desired message and fields from the form.
In conclusion, creating email forms in SharePoint is a simple and Infopath-free process. By following these steps, you can easily customize and send email forms to gather information from users. This feature is a valuable addition to any organization using SharePoint, as it streamlines communication and data collection processes. Give it a try and see how it can benefit your organization today!
