This article is for faculty, staff, and students who want to create a form, quiz, or survey on the web.
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Go to forms.office.com and sign in with your email address and NetID password.
Click New Form to begin.
Click Untitled Form and enter a name for the form. If desired, a description can be added as well.
Question types
Click Add New and choose a question type.
At the end of each question title is an icon that allows you to add a picture to the question.
By clicking on the ellipsis (…) of each question you will find more options.
Choice: is a typical multiple-choice question. If multiple answers should be allowed, enable Multiple answers.
Click on ellipsis to shuffle the answers for each user. Choose Drop-down to change the radio buttons to a drop-down menu.Text: is an open ended type question that gives the user a text entry field. The limit for this field is 4,000 characters.
For Rating questions, add the question. Then, choose the number of Levels and the Symbol to be used. The symbols can be labeled by clicking the ... icon in the bottom right corner of the question and then selecting Label.
For Date questions, add the question.
For Ranking questions, add the question and options.
For Likert questions, add the question, statements, and options.
For File upload questions, add the question, file number limit, and single file size limit. To limit the types of files allowed, click the ... icon in the bottom right corner of the question, select File type, and check the files that should be allowed.
For Net promoter score questions, add the question and the scale labels.
If you choose Long answer the text field will adjust its size to fit the text entered by the user.
Rating: allows the user to give a star rating to text of the question. You can have 2 to 10 stars appear in the question. The icon can be changed from a star to a few other icons.
Using the ellipsis menu, you can enter a description for the minimum and maximum rating level.Date: allows the user to enter a date using a calendar tool.
Ranking: allows users to click-and-drag a list of items to place them in an order of their choosing.
Likert: allows you to group multiple Rating questions into a single question. This question type will look familiar if you have filled out a satisfaction survey after receiving a service from a company.
File upload: Allows the user to upload (attach) a file to the form. ⚠️ Note that this option is available only when the form is limited to UConn users; this option is not available for public forms due to security concerns.
In the ellipsis menu you can restrict which file types are allowed for upload.
The file upload question cannot be anonymous.Net promoter score: is another way for users to describe their attitude toward the question. This question type will look familiar if you have filled out a satisfaction survey after receiving a service from a company.
Questions can be made required by selecting the Required icon.
Tip |
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Test out each question type by adding them to your quiz. Once you have a feel for the question types, you may remove the extras and continue creating your form. After each question, you may click on Preview in the top-right corner at any time to see how your questions will function for the user. |
Creating Sections
Sections break the form up into multiple pages. Instead of seeing all questions on one page, users will only see one section at a time. To navigate to the next section, all required questions must be answered and the user must click the Next button.
Click Add New.
Select Section.
Enter a section name, and if desired, a description.
Adding Branching (conditional formatting)
With branching, a user's response to a question can dictate what happens next in the survey. You can make questions either appear or disappear depending on a user’s choice on a previous question. On any question, branching can be added by:
Select the ...the ellipsis icon in the bottom right corner of the question.
Click Add Branching
Next to an option or at the end of a question, choose the question or section the survey should go to next.
Example:
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In the example above the branching is on the first question, therefore when a user opens the Form, they only see the first question. If the first branching was instead on the second question, they would see the first two questions when they open the form.
In the example above, if they choose “True” they will then see Question 2 along with the rest of the Form. If they instead choose “Very True”, they will see Question 3 and the rest of the Form; they will never see Question 2.
Adjusting Form Settings
Click the ...the ellipsis icon in the top right corner of the screen.
Select Settings.
On this menu, you will have the ability to enable the following features:
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Choose whether you would like this form to be public-facing or only available to those with a NetID.
whether you would like to Record name or have an anonymous form
One response per person
Accept responses
If you disable this option you can disable entries without deleting the form.
Start date
Choose when the form goes live
End date
Choose when the form will no longer accept responses
Shuffle questions
The questions will be placed in a random order for each user
Customize thank you message
Send email receipt to respondents
Get email notification of each response
Previewing the Form
Previewing the form allows the creator to view the form as someone filling it out. To preview the form, click the Preview button on the top bar.
Click on Mobile to see how the form looks on a mobile device.
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Changing the Form
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Style (theme)
To change how the form themelooks, click the Theme Style button on the top bar. There are many default themes as well as the ability to create a custom theme by clicking the + icon.
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Presenting the Form
Previewing the form allows the creator to view the form as someone filling it out. To preview the form, click the Preview button on the top barIf you are presenting to an audience with a projector, TV, or monitor, you can present your Form to them live. You can instead enter a full screen view of the Form for your audience.
Click Present at the top of page.
Users can then scan the QR code with their phone or visit the link shown on the screen to participate in the Form.
The elements on the screen will change in real-time in accordance with how your audience is answering the questions.
Sharing the Form
To share the form with others for asymmetric completion, click the Share Collect responses button on the top bar. There are four different sharing options:
A link that can be posted or shared.
A QR code that can be scanned.
Embedded HTML.
Email.
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Choose the desired privacy level for your form.
Choose your Share method, your options are
Link
Email directly
QR code
Embed in webpage
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