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Forms: Create a Form

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Info
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With Microsoft Forms, you can create surveys and polls and easily track results as they come [in real time].

UI Steps
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In your web browser, go to office.com or log in through the NYSERDA Launch page.

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Sign in with your Office 365 work credentials.

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Under My Forms, click Click New Form to begin creating your form. Tip:  Your form saves automatically while you create

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Enter a name title for your form. You can also enter an optional subtitle.

Tip: Form names can contain up to 90 characters and a subtitle can contain up to 1,000 characters.

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Add a title. In the example the title is “Team Event”. You can add a subtitle if you choosea form description.

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Click Add Questionnew to add a new question to the form.

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Select the type of questions by clicking on Choice, Text, Rating, or Date. You can also select the downward arrowto see more options.

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  • Choice allows you to create a multiple choice question. You can toggle whether respondents can select multiple answers. You also have the option to create a Other option for respondents to select. Clicking on the three dots in the lower righthand corner allows you to access more settings, such as changing the format to a dropdown selection and shuffling the answers for each respondent 
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Click More, and select Ranking or Likert (five-point scale).

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For choice questions, type the question and each of the choices.

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Want to add more choices?

  1. Click Add Option to add more choices than the two default choices.
  2. Click Add “Other” Option to add a choice option that displays the text Other.
  3. To remove a choice, click the trash can button to the right.
  4. Select Required to make a question required or Multiple Answers to allow for multiple choices.
  5. Click More settings for question , and then select Shuffle options to have Microsoft Forms randomly shuffle the order of the options displayed to users of the form

Tip: Click More settings for question , and then select Subtitle to add a subtitle for a question.

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Some choice questions will trigger auto suggestions. For example, the days of the week will be auto-populated if you select “What day of the week should we go”?

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Click on the suggested options to add as choices. In the following example below, Monday, Wednesday, and Friday are selected.

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Click Add Question to add more questions to your form.

Tip: To copy a question, select it and then click the Copy Question button in the upper right corner.

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To change the order of the questions, click the Up or Down arrows on the right side of each question.

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Select Long Answer for text responses up to 4,000 characters if you want a larger text box displayed on the form.

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Text questions also allow you to set restrictions when you need to have numbers as the answer.

  1. Click More settings for question .
  2. Select Restrictions to restrict the numbers by selecting from the various options such as Greater than, Less than, Between, and many others.
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Click Preview at the top of the design window to see how your form will look on a computer. If you want to test your form, enter answers for the questions in preview mode and then click Submit.

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Click Mobile to see how your form will look on a mobile device.

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Click Back when you are finished previewing your form.


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