Create a Form

With Microsoft Forms, you can create surveys, gather information, perform polls, and easily see results as they come in.

• Accessing Microsoft Forms
• Create a form
• Add questions
• Add sections
• Add a picture to a question
• Add a video to a question
• Add questions that allow for file uploads
• Use branching logic
• Preview your form
• Adjust your form settings
• Share a form

Accessing Microsoft Forms

Microsoft Forms can be accessed directly at forms.office.com or by following one set of the steps below.

1. Sign in to office365.stonehill.edu with your Stonehill email address and password. 
2. From the menu on the left side of the screen, select Forms.
   

or

1. From any Office365 app (such as Outlook, SharePoint, or OneDrive), click on the app launcher in the top left corner of the window, and select Forms.
   
    

Create a Form

1. Select New Form or New Quiz.
   1. Forms default to a New Quiz. You must select the drop-down menu and chooseNew Form.

2. Type a title for your form. You can also provide an optional subtitle for it. 

3. Select Add new to add a question. You can choose to add Choice, Text, Rating, or Date questions. Select the drop-down list to see more question types, such as Ranking, Likert, File upload, Net Promoter Score, and Section.
    

Add Questions

1. Select  Add new to add a new question to your form.
2. Choose what kind of question you want to add, such as Choice, Text, Rating, or Date question types. Select More question types for Ranking, Likert, File upload, or Net Promoter Score question types. To organize sections for your questions, select Section.

Tip: You can also format your text. Highlight a word or words in your title or questions, and then choose any of the following: Bold (keyboard shortcut - CTRL/Cmd+B), Italic (keyboard shortcut - CTRL/Cmd+I), Underline (keyboard shortcut - CTRL/Cmd+U), Font color, Font size, Numbering, or Bullets.

Important: If you delete a question, it will be permanently deleted along with any response data that's been collected for it.
 

Add sections

1. In Microsoft Forms, open the survey, questionnaire, or other type of form for which you want to add sections.
2. Select + Add new.
3. Select More question types (chevron symbol).
   
    
4. Select Section.
   
    
5. Add a section title and description to provide more context for the questions in this section​​​​​​.

Organize sections

1. In the section your want to duplicate, remove, or move, click More settings for section  in the upper right corner of the section.
2. Select one of the following:
   1. Duplicate section - Make a copy of the questions within that section.
   2. Remove section - Select Just section to remove just the section header, or select Section and questions to remove the section and all questions within it.
   3. Move section - Use the Move up and Move down arrows to rearrange the order of your sections
   4. Add branching - Branch your section so that responders only see questions that are relevant to them. If the questions don't apply, the responder will be redirected to a different set of questions or skip a set of questions altogether. Learn more about branching. 
       

Add a picture to a question

1. In Microsoft Forms, open the form you want to edit.
2. Select the question to which you want to add a picture.
3. Select Insert media (picture icon) on the right side of the question.
4. In the Insert media pane, select Image.
5. Search for images in Bing, a OneDrive folder, or your computer or device.
   
   • Image Search - To search for pictures and images online, select Image Search. Enter the name of the image you're looking for, and then select Search (magnifying glass icon). Pick the picture you want, and then select Add.
   • OneDrive - To add a picture from your OneDrive folder, select OneDrive. Find the picture you want to add, and then select Add.
   • Upload - To add a picture from your computer or device, select Upload. In the Choose File to Upload box, find the picture you want to add, and then select Open.
6. The image will appear to the right of your question​​​​.

Delete a picture from a question

1. Select the question that has the image you want to remove.
2. On top of your image, you'll see a trash can icon. Select it to delete the image.
    

Add a video to a question

1. In Microsoft Forms, open the form you want to edit.
2. Select the question to which you want to add a video.
3. Select Insert media (picture icon) on the right side of the question.
4. In the Insert media pane, select Image.
5. Enter the URL for the Microsoft Stream or YouTube video you want to use, and then select Add.
   
   • You can only add videos hosted on Microsoft Stream or YouTube to a form or quiz question. You'll see an error message if you try to use a video that isn't hosted on Microsoft Stream or YouTube.
6. The video will appear below your question.

Delete a video from a question

1. Select the question that has the video you want to remove.
2. On top of your video, you'll see a trash can icon. Select it to delete the video.
    

Add questions that allow for file uploads

Some of your form questions may require your responders to upload/attach files to their answers. You can add a type of question to your form that allows for file uploads.

Add a file upload question

1. In Microsoft Forms, open the form you want to edit.
    
2. Add a new question by selecting  Add new.
    
3. Select More question types , and then select File upload.
   • Note: File upload is only available when “Only people in my organization can respond” or “Specific people in my organization can respond” is the selected setting​​​​​​.
      
4. You'll see the following message: A new folder will be created in your OneDrive for Business. Responders will be able to upload their files to this folder. Continue? Select Yes to continue. (If you don't wish to proceed, select Cancel).
    
5. Enter the text you want to display for the question.
   
   • Note: The Upload file button is inactive for you as the form author. It will be active for your form responders.
      
6. Select the File number limit drop-down list to select the maximum number of files you'll allow to be uploaded to the question.
   • Note: A maximum of 10 files is allowed to be uploaded per question.
      
7. Select the Single file size limit drop-down list to select the maximum file size (10MB, 100MB, or 1GB) you'll allow per question.
    
8. Move the Required toggle to the right if you want to require this question to be answered.
    
9. Select More settings for question  to choose either or both of the following:
   • Subtitle - Add a subtitle under your question.
   • File type - Choose the file types (Word, Excel, PPT, PDF, Image, Video, or Audio) you'll allow for upload.
     • Word file types include the following file formats: .doc, .dot, .wbk, .docx, .docm, .dotx, .dotm, and .docb
     • Excel file types include the following file formats: .xls, .xlt, .xlm, .xlsx, .xlsm, .xltx, and .xltm
     • PPT (abbreviation for PowerPoint) includes the following file formats: .ppt, .pot, .pps, .pptx, .pptm, .potx, .potm, .ppam, .ppsx, .ppsm, .sldx, and .sldm
     • PDF file type format is .pdf
     • Image file types include the following file formats: .jpg, .jpeg, .png, .gif, .bmp, .tiff, .psd, .thm, .yuv, .ai, .drw, .eps, .ps, .svg, .3dm, and .max
     • Video file types include the following file formats: .avi, .mp4, .mov, .wmv, .asf, .3g2, .3gp, .asx, .flv, .mpg, .rm, .swf, and, .vob
     • Audio file types include the following file formats: .mp3, .aif, .iff, .m3u, .m4a, .mid, .mpa, .ra, .wav, and .wma

Preview the file upload question your responders will see

Select Preview to see how your question will appear to your form responders. The Upload file button will be active and ready for responders to interact with.

When responders successfully upload files, they'll see their files represented in their answers.

Find and review the files uploaded for your question

When responders upload files for your form question, you can find those files in your OneDrive for Business folder.

1. Sign in to OneDrive for Business.
2. Select Files, and then choose the Apps folder.
3. Select the Microsoft Forms folder.
4. Select the file folder matching the name of your form.
5. Select the folder of the question that has uploaded files. You'll see the files responders have uploaded to that question.
    

Use branching logic

You can add branching logic to a survey so that it changes according to the responses to specific questions. In a survey that branches, questions appear only if they are relevant to the respondent. If the questions don't apply, the respondent is redirected to a different set of questions or will skip a set of questions altogether.

Add branching logic to your form

Before you get started, it's a good idea to make sure all of your questions are created. When you're ready to add branching, follow these steps:

1. Go to the question for which you want to add branching. Select More settings for question , and then choose Add branching.
   
   • If you add sections to your form, you can also add branching to a section. On the section, you want to branch, select More settings for section , and then choose Add branching.
      
2. On the Branching options page, select the drop-down list next to the question you want to branch.
   
    
3. Select the question that you want to branch to. In this example, if a respondent answers Yes to question #5, you would direct them to go on to the next question (#6). However, if the respondent answers No to the question #5, you would have them branch, or skip, to question #7.
   
   • You can only branch to a consecutive question and not a preceding one. For example, if you have seven questions in your form and want to add branching to question 4, it can only branch to questions 5, 6, 7, or end of form. In the same example, question 5 can only branch to questions 6, 7, or end of form.
   • If you try to branch to a preceding question, such as question 4 branching to question 2, it will break the experience for your respondent by skipping questions 5 through 7 and taking them directly to the end of the form with the Submit button. To prevent this, only branch to a consecutive question.
      
4. To insert additional branches to your survey or quiz, repeat steps 2 and 3. If you want a particular question assigned as the final one in the survey or quiz, select the drop-down list next to that question, and then select End of the form.

If you want to completely reset your form and remove branching, select More options , and then choose Reset.

 Learn more about branching. 
 

Preview your form

1. Select Preview to see how your form will look on a Computer or Mobile device.
2. To test out your form, answer the questions in Preview mode, and then select Submit.
3. To keep editing your form, select Back.
    

Adjust Your Form Settings

With Microsoft Forms, you can create a form (such as a survey or poll) or quiz (such as a math exam for students). Use form and quiz settings to specify deadlines, identify form responders, display correct answers for quizzes, and set other preferences for Microsoft Forms.

In Microsoft Forms, open the form for which you want to edit settings, and then select More form settings   > Settings.

Setting options for forms and quizzes

In the Settings pane, you can select or clear options.

Option for quiz

The default setting, Show results automatically, allows responders see the results of each question when they submit their quiz answers. Responders see green check marks next to each correct answer for the quiz questions and red message text displayed next to incorrect answers. Clear this setting if you don't want to display correct and incorrect information next to each quiz question.

Who can fill out this form

• Anyone can respond - Anyone inside or outside of your organization can submit responses to your form or quiz.

• Only people in my organization can respond - Only people that belong to your organization will be able to respond to your form or quiz.

  • Record name - Keep track of people that have responded to your form or quiz.

  • One response per person - Limit form or quiz responses to only one per person. This will prevent individuals from filling out a form or quiz multiple times.

• Specific people in my organization can respond - Only people or groups in your organization that you specify can respond to your form.

Options for responses

• Accept responses - If this setting is unchecked, you turn off the ability to collect any additional form responses. You can also customize the default message that recipients see when trying to submit their response after you turn off this setting.
• Start date and End date - You can specify an exact date and time when you want to start and stop collecting form responses. Click Start date, then click the date text box and select a date from the calendar control. Select a specific hour from the drop-down list of hour increments. Do the same for End date.
• Shuffle questions - When this is unchecked (default setting), questions are displayed to respondents in the same order you created them. When this option is checked, the order of questions displayed will be randomly shuffled. Each respondent sees the questions in a different sequence​​​​​​.
  • Note: If your form or quiz has multiple sections or pages, you will not be able to shuffle questions.
• All questions - Shuffle the order of all questions in the form.
• Lock questions - Shuffle the order of all questions except for those you designate (e.g. questions 3-5).
• Show progress bar - Respondents will see a visual indicator of their progress while completing a form.
• Customize thank you message - Display a thank you note upon completion of your form or quiz. Click in the text box to create a customized message.

Notification

• Allow receipt of responses after submission - After completing the form, respondents will have the option to save or print a PDF of the form with their filled-in answers on the “Thank You” page. Note that selecting this setting still allows form respondents, internal to your organization, to ask for an email receipt of their form.
• Get email notification of each response - Get notified by email each time a response is submitted.
   

Share a Form

Choose who you want to respond to your form

In the Share pane under Send and collect responses, select the drop-down list and choose from whom you want to collect responses.

• Anyone can respond - Anyone inside or outside of your organization can submit responses to your form or quiz.

• Only people in my organization can respond - Only people within your organization, signed in with a work or school account, can submit responses to your form or quiz.

• Specific people in my organization can respond - Only people or groups in your organization that you specify can respond to your form.

Choose how you want to ask for responses

Select the Link button, and then click or tap Copy next to the text box that displays a web address. Copy and then paste this unique link wherever (e.g. a shared class notebook) your intended audience can see and click it to access your form or quiz.

Select the QR code button, and then click or tap the Download button, which will download your QR code as a .png file. Insert the .png wherever your intended audience can scan it with a QR code scanner, such as a mobile device, to access your form or quiz.

Select the Embed button, and then click or tap Copy. Paste this embed code into a web page, Sway, or a document.

Select the Email button. When your designated email application opens, add email addresses of the people for whom you intend the form. Microsoft Forms includes a brief note in the email body and a link to your form. You can customize the email message as you like.

View Results 

After you create your form, adjust its settings, and share your form with others, it’s time to view the results. Open the form for which you want to review the results, and then select the Responses tab. 

1. Select View results to see individual details for each responder, such as the time it took to complete your form and the option(s) selected.

2. To easily view all of the response data for your form in an Excel workbook, select Open in Excel.

3. Select the More Details link to see the name of each responder and their answers to each question.