MS Forms Documentation

Learn how to make and use MS Forms.

Getting Started

  • Start by navigating to the Microsoft Forms website
  • Select the Get Started button

    Select the "Get Started" button to start the steps to make a form with Microsoft Forms
  • Login using your Alfred University email and password
  • You are now ready to start making and manipulating your own forms

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Starting a New Form

  • Select the button labeled "New Form"

    Click the New Form button
  • Give the form a title by clicking on the "Untitled form" text in the title box and give the form a title and description that fits the form

    Click the words "Untitled Form"

    Add a title and description for the form
  • If your organization has a logo or you have a photo that you would like to display at the top of the form, you can select the button to the right of the title field that has a photo icon on it to add in the logo or photo.

    Select the button to the right of the title field to add a photo to the top of the form
  • When you are finished, you can click on the "Add new" button to start creating your first question, or you can hit the Esc button on your keyboard to escape the edit window

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Adding Questions

  • Select the button labeled "Add new"

    Click the "Add new" button
  • Select a question type based on the question you have (see Question Types)

    Select the question type you wish to use

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Question Types

**Important Note**: Many questions allow for subtitles which is a way to communicate with the user more about either the question or desired response.

  • Example:
    • Question: Please provide your email in the text box below
    • Subtitle: Enter an address where we can send an e-mail to confirm your order

To change whether or not you want any particular question to be required, select the button that appears as a slider to the left of the "Required" label at the bottom of the question panel.

To add a subtitle that describes any particular question, select the button that appears as 3 horizontal dots in the bottom of the question edit box and then select the "Subtitle" option to add the caption box.

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Choice

Common uses

  • Choice is a commonly used form element
  • Meant for simple question and one or more choices
  • Choice should be used if answers are predetermined

Steps to build a choice question

  1. Fill out the question field

    Type in the question in the question field
  2. You can add options using the add option button at the bottom left of the active panel or remove an option with the trash can to the right of the option you want to remove by hovering over or clicking on the option

    Select the "Add option" button to add an option and click the trash can next to the option to remove it
  3. Fill out the options

    Fill out each option
  4. If you want to add an option that allows users the option to not agree with any of the choices, you can select the Add "Other" option button in the bottom left of the active panel

    Select the Add "Other" option button to add a choice for users to choose an option that may not fit with the choices provided
  5. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"
  6. If you want the recipient to be able to select multiple responses, you can click the button that appears as a slider to the left of the "Multiple answers" label

    To allow users to select multiple choices, select the slider titled "Multiple answers"
  7. Add a subtitle if you need one

    Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  8. To make it so that the question is a dropdown rather than seeing all choices, select the button that appears as 3 horizontal dots in the bottom of the question edit box and select the "Drop-down" option

    Turn the options into a dropdown list by selecting the three dots in the bottom right and selecting "Drop-down"
  9. To make the answers to the question change order each time this form is viewed, select the button that appears as 3 horizontal dots in the bottom of the question edit box and select the "Shuffle options" option

    Shuffle the options by selecting the three dots in the bottom right and selecting "Shuffle options""

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Text

Common uses

  • Text is a commonly used form element
  • Meant for simple questions with written responses
  • To be used if responses are unknown

Steps to build a text question

  1. Fill out the question field

    Type in the question in the question field
  2. If you want to make the question have a long answer field which will look like a tall box rather than a single line, you can click the button that appears as a slider to the left of the "Long answer" label

    Make the question long answer by selecting the slider labeled "Long answer"
  3. If you want to add restrictions to what answers are allowed, select the button that appears as 3 horizontal dots in the bottom of the question edit box and select the "Restrictions" option. It should be noted that restrictions only apply to numerical entries

    Add restrictions by selecting the three dots in the bottom right and selecting "Restrictions"
  4. Add a subtitle if you need one

    Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  5. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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Rating

Common uses

  • Rating is a commonly used form element
  • Meant for simple questions to gauge how good or bad a single question is on a scale of 1 up to 10 stars or numbers
  • To be used if there is something to be rated

Steps to build a rating question

  1. Fill out the question field

    Type in the question in the question field
  2. You can choose how many levels you want to have by selecting the dropdown labeled "Levels" and selecting the number of choices the recipient should have

    Choose the number of levels users can choose from by selecting the dropdown labeled "Levels"
  3. To change the symbol used, select the dropdown labeled "Symbol" and selecting either star to have stars or number for a selection that consists of numbers starting at one and going to the number of levels selected

    Change the symbol between stars and numbers by selecting the dropdown labeled "Symbol"
  4. To add explanatory labels for the highest and lowest ends, select the button that appears as 3 horizontal dots in the bottom of the question edit box and select the "Label" option

    Add labels to the lowest and highest points by selecting the three dots in the bottom right and selecting "Label"
  5. Add a subtitle if you need one

     Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  6. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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Date

Common uses

  • Date is a commonly used form element
  • Meant for finding a singular date
  • To be used if there is a date to be found

Steps to build a date question

  1. Fill out the question field

    Type in the question in the question field
  2. Add a subtitle if you need one

     Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  3. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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Ranking

Common uses

  • Ranking is an uncommonly used form element
  • Meant for finding where users rate options from best to worst
  • Similar to rating, but for uses of comparison instead of individual option ranking
  • To be used if there are a number of options that need to be ranked from best to worst (or first to last)

Steps to build a ranking question

  1. Fill out the question field

    Type in the question in the question field
  2. You can add options using the add option button at the bottom left of the active panel or remove an option with the trash can to the right of the option you want to remove

    Select the "Add option" button to add an option and click the trash can next to the option to remove it
  3. Fill out the options

    Fill out each option
  4. Add a subtitle if you need one

    Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  5. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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Likert

Common uses

  • Likert is a commonly used form element
  • Meant for finding how many statements rate with a user
    • Along-side customizable options
  • Similar to rating, but meant to have customizable options
  • To be used if there are group of statements that need to be ranked from custom options

Steps to build a Likert question

  1. Fill out the question field

    Type in the question in the question field
  2. You can add statements using the add statement button at the bottom left of the active panel or remove a statement by selecting the trash can to the right of the statement while it's title is selected to edit

    Add statements by clicking the "Add statement" button and remove statements by clicking on the trash can next to the statement
  3. Fill out the statements

    Fill out the statements
  4. You can add options selecting the plus sign at the far right of the options row of the table or remove an option by selecting the trash can to the right of the option while it's text is selected to edit

    Add options by clicking on the plus sign at the end of the options row and remove options by selecting the trash can next to the option
  5. Fill out the options

    Fill out the options
  6. Add a subtitle if you need one

    Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  7. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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Net Promoter Score

Common uses

  • Net Promoter Score is an uncommonly used form element
  • Meant for gauging user satisfaction
  • To be used to gauge possible user engagement

Steps to build a Net Promoter Score question

  1. Fill out the question field

    Type in the question in the question field
  2. Change the labels for the ends of the scale by selecting the text box for the 0 option and the 10 option

    Change the labels for the high and low ends of the scale by selecting the text box underneath the corresponding side
  3. Add a subtitle if you need one

    Add a subtitle by selecting the three dots in the bottom right and selecting "Subtitle"
  4. Make the question required if you need it to be

    Make the question required by selecting the slider labeled "Required"

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