SOLVED

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

Brass Contributor

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

Chris_Clark1968_1-1714143054009.png

 

Chris_Clark1968_0-1714142997632.png


Open from MS365

Chris_Clark1968_4-1714143207693.png

 

 

Chris_Clark1968_2-1714143105221.png


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

4 Replies

@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.

 

DingkunXie_0-1714356042991.png

 

@Dingkun Xie 

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??

Chris_Clark1968_0-1714383983532.png

Chris_Clark1968_1-1714384007878.png

 

 

best response confirmed by Chris_Clark1968 (Brass Contributor)
Solution
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.

@Dingkun Xie 

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...


1 best response

Accepted Solutions
best response confirmed by Chris_Clark1968 (Brass Contributor)
Solution
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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