Forum Discussion
Chris_Clark1968
Apr 26, 2024Brass Contributor
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 ...
- Apr 30, 2024It'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.
DingkunXie
Microsoft
Apr 29, 2024
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_Clark1968Apr 29, 2024Brass 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??- DingkunXieApr 30, 2024
Microsoft
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_Clark1968Apr 30, 2024Brass Contributor
DingkunXie
Ah! Possibly?
I'll check the config of the site. I'll also speak to our IT team the deals with Azure and see if there is a group set up and if not can they set one up...