How to Add Nintex forms for Office 365 to SharePoint Online Sites?

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This Nintex tutorial, we will discuss, how to add Nintex forms for Office 365 to SharePoint Online sites.

We will also discuss what are the features and benefits of using Nintex forms for Office 365 in SharePoint.

Then we will see how to install Nintex form for Office 365 into SharePoint Online sites.

What is Nintex forms for Office 365

Nintex Forms for Office 365 allows users to quickly and easily create or customize SharePoint list forms by using the browser. It is a browser-based form designer that is used to build forms based on SharePoint Online lists.

One of the most significant differences between InfoPath and Nintex forms is the support for mobile devices provided by Nintex Forms. There are three aspects to this: support for mobile-friendly layouts; mobile apps for working with forms; and Nintex Live.

Features of Nintex forms

Below are some of the features and benefits of Nintex Forms for Office 365.

  • Build forms with features that validate data, offer dynamic fields, conditional display areas, and customizable formatting for rich interaction
  • Installs directly into SharePoint or Office 365 so you can create forms directly in your SharePoint sites
  • Integrates with Nintex Workflow
  • Integrates with other databases or business applications
  • Nintex forms encrypt, authenticates and  your cloud-to-Sharepoint traffic

Benefits of Nintex forms

  • Quickly create, customize, preview and publish web and mobile-ready forms.
  • Work straight from SharePoint or Office 365 without involving other outside applications, vendors, or partners.
  • When integrated with workflow, specific workflow forms are generated which can then be customized to become its own workflow solution.
  • Easily create forms from existing lists and metadata on SharePoint to work on virtually any device.
  • Work online or offline on the Nintex mobile app that allows you to complete tasks, forms, and capture data from anywhere.

How to Add Nintex forms to office 365 to SharePoint Online Site

Step 1: Here first, I will show you how can you add “Nintex forms for Office 365” app to SharePoint Online site, so that you can use Nintex forms to customize list or document library forms.

Open your SharePoint site, go to the Settings menu on the right corner of your site -> Click on Add an app as shown below.

Nintex forms for Office 365
Nintex forms for Office 365

Step 2: It will open the apps page. Here click on SharePoint Store which you will find on the left side of your site as shown below.

Nintex forms for Office 365
Nintex forms

Step 3: In the SharePoint Store, Choose Nintex Forms for Office 365 and click on it. Follow the below screen.

Nintex forms Office 365
Get Nintex forms for Office 365 from Office store

Step 4: It’s A free app, now click on “ADD IT” button.

Install Nintex forms in SharePoint Online
Install Nintex forms in SharePoint Online

Step 5: Now you will come to the trust page, click on “Trust it” as shown below.

Nintex forms for Office 365
Install Nintex forms for Office 365 in SharePoint Online

Step 6: Once it is completed, App will be added on your Site Contents as shown below.

nintex forms
nintex forms

Customize List or Library form using Nintex forms for Office 365

Once you add/install Nintex forms for Office 365 into a SharePoint site collection, each list or document library will have a Nintex Forms icon in the ribbon-like below. Go to any list/library in your site, click on List/library tab. now you can find it on the ribbon as shown below.

nintex forms sharepoint online
nintex forms sharepoint online list

One of the beauties of Nintex forms is it allows you to create a responsive form or a classic form. You can see below it will ask to “Choose a designer” as shown below.

sharepoint office 365 nintex
Nintex responsive forms in SharePoint

If you Click on Responsive Form, Nintex Forms designer will create a responsive design list or library form like below.

Once your list form customization over and want to publish form, you can do a one-click Publish, by simply clicking on the Publish button.

nintex forms sharepoint online
nintex forms sharepoint online

If you choose Classic Form, see it looks different from the responsive form as shown below screenshot. It will design a classic form like below for the desktop layout.

But Nintex Forms also allows you to create forms for different devices like for Mobile, tablet, Desktop/Laptop etc.

Nintex Classic form
Nintex Classic form

Since you have added Nintex Forms for Office 365 to SharePoint Online site, you can check out below Nintex tutorials on how we can customize SharePoint Online list forms using Nintex Forms.

Conclusion

This Nintex forms for Office 365 tutorials explain the benefits and features of Nintex Forms. How can we add/install Nintex forms for Office 365 to SharePoint Online sites? And how can customize SharePoint list forms using Nintex forms for Office 365?

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