Creating a form site in SharePoint is very similar to creating a standard sub-site. If you already have experience creating sites, this process should be very familiar to you.
You must have a certain level of permission to create a new site. If you need to make a new site, and do not see New Site as an option under Site Actions in the ribbon, contact your Site Owner or the CMS administrator.
To create a new form site:
- Navigate to the site (or section) under which you would like to add the new form site.
SharePoint adds the new site to the site/section you are in when you complete this task. Make sure you are in the appropriate site/section before you move to step 2.
- Click Site Actions, and then click New Site
The Create window opens.
- Click Public Web Forms for your site template (it is likely highlighted by default)
Public Web Forms is the site template used specifically to create a form. This is the CU Denver customized solution.
Depending on your current site template in use, you may see other options here as well. Another template, Public Web Site – with Approval was recently removed from the options as it creates a number of maintenance issues and constraints for users.
- In the Title field, type a name for your new form site.
The title is the site name that will display throughout the pages on your site, including in the navigation.
- In the URL name field, type a URL name for the site.
The URL name should be one word, and should not include spaces or special characters.
The URL name is the text that will appear for that page in the web address. You can make this the same as the site title, or rename it to something that is short and easy to reference.
- Click Create
SharePoint creates your new form site, completing the tasks below (to name a few):
The web form default page for your new site opens. It is blank.
- Builds a default (home) page
- Builds navigation
- Sets up permissions
- Establishes a set of standard folders, including the following:
- Documents: storage for all documents you upload and publish to your site
- Images: storage for all images you upload and publish to your site
- Pages: storage for the web form page and confirmation page for your site
- Responses: list that stores all your form submission data
- Workflow Tasks: not currently in use
- Click the Publish tab, and then click Unpublish
SharePoint automatically creates and publishes the web form page of your new form site. Make sure to Unpublish your form immediately after your create it; otherwise, the default form is immediately viewable to the public.
- On your new site’s web form page, in the Page tab, click Edit Properties
- Type the name of your form page in the Name field
The information you type into the Name field is displayed in the URL for your page.
- Type the title of your form page in the Title field
The information you type into the Title field is displayed as the title on your published page.
- Click Save
Your breadcrumbs are not updated until you Check In.
- In the Page tab, click Check In