SharePoint Form Basics

Creating a SharePoint Form Using Tables

Whether you're designing a form in InfoPath or using a tool like Word or Excel to create a SharePoint form, the following tips can help you create a professional-looking form that is easy to use and navigate.

1. Start with a single table cell that is the correct width for the space where the form will be displayed or printed. Use print preview to ensure that the table fits well onto the page. Give the table a border to make it easier to see.
2. Use the same single cell and split it into the required columns and rows for the header. Choose fonts that are easy to read and look professional. Consider using bold fonts sparingly to avoid over-emphasizing certain sections. Arial, Calibri, Tahoma, Helvetica, and Verdana are all good options. Pay attention to font size and be meticulous about getting it just right. A font size that is too small may be hard to read, while a font size that is too large may make the form look unprofessional. It's also important to be consistent with font size throughout the form.
3. To add new sections to the form, right-click the current table and choose "insert rows below." Then select the new row, cut it, leave a line, and paste it in place. Alternatively, you can leave a line and insert a new table below. Use this method every time you create a new section to ensure that the table sizes and formats properly.
4. Use the same method to split each section into the required columns and rows. Choose a color scheme that uses different shades of the same color for a cohesive look. Use a dark shade of the color for the title, headings, and sections, as well as for the borders. Use a lighter shade to fill in the sections of the form, leaving the fill-in sections white to make them easy to find. This technique works even with shades of grey. Be sure to choose colors that are easy on the eyes and don't clash with each other.
5. Use tables to organize the form fields into logical groups, such as personal information, employment history, and education. Use column headings to clearly label each field, and use consistent alignment and spacing to create a polished look. Also, consider using checkboxes, drop-down lists, and other form controls to make it easier for users to complete the form.
6. Pay attention to details like borders, margins, and spacing. Borders can be used to create visual separation between different sections of the form, but too many borders can make the form look cluttered. Use margins and spacing to create a clean, open look that is easy on the eyes. Also, be consistent with formatting throughout the form to make it look cohesive.
7. Test the SharePoint form to ensure that it works as intended. Check for any errors or glitches that could prevent users from submitting the form correctly. Also, consider getting feedback from users to see if there are any improvements that could be made.

By following these tips, you can create a professional-looking SharePoint form that is easy to use and navigate. Remember to pay attention to details like font size, color, and table structure to make your form look polished and professional. With practice, you'll be able to create forms that look almost as good as those developed by professional teams. Good luck!