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Chris_Clark1968's avatar
Chris_Clark1968
Brass Contributor
Apr 26, 2024
Solved

Forms only appears in Excel when new book opened in MS365 but not from SharePoint

Hi,

Sorry not sure if this is the correct forum for this question...
I just wondering why Forms can be access from an Excel work book when opened from MS365 but, not when it's opened from within SharePoint using the 'New' button??

This is opened from SharePoint

 




Open from MS365

 

 


Would this have anything to do where the Form and Data is stored when opened from MS365??

  • DingkunXie's avatar
    DingkunXie
    Apr 30, 2024
    It's possible that the issue you're experiencing is related to the configuration of the SharePoint site you are referring. Note that Forms for Excel only works on Modern SharePoint sites, and it requires an M365 Group to be associated with the site in order to function properly.
  • Chris_Clark1968 

     

    In the SharePoint New button, you'll find an option called 'Forms for Excel.' This feature allows you to create an Excel workbook that is associated with a form.

     

     

    • Chris_Clark1968's avatar
      Chris_Clark1968
      Brass Contributor

      DingkunXie 

      I've tried to add this from the Edit New Menu selection.

      The option(s) are all ticked but do not appear on the Drop Down menu, when saved..
      I've created a new view but still not displaying??



       

       

      • DingkunXie's avatar
        DingkunXie
        Icon for Microsoft rankMicrosoft
        It's possible that the issue you're experiencing is related to the configuration of the SharePoint site you are referring. Note that Forms for Excel only works on Modern SharePoint sites, and it requires an M365 Group to be associated with the site in order to function properly.

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