We’ve added a new File Preview component that lets form builders embed a live preview of a SharePoint file directly inside a form.

It is useful when respondents need to view supporting material while completing a form, such as policies, reports, invoices, drawings, images, spreadsheets, presentations, or PDFs.

To use it, set up the file as a SharePoint File data source and choose File preview as its use. Then add the File Previewcomponent to your form and select the file source you created.

The preview is loaded live from SharePoint, so users can view the latest version of the file without leaving the form.

A few important notes:

• SharePoint file previews require an online connection and will not work offline.

• They are not yet supported on public share links.

• File previews do not appear inside generated PDFs.

You can find the new component in the form builder under Layout as File Preview.

I received a link to a Team Form that asks for my Microsoft login and then the loading wheel just displays forever and the form never loads. What could the issue be? I tried adding the Team Form App to Teams, loading it in different browsers and it did the same thing.

Hi,

Would it be possible to use command (such as powershell) to get team account status, such as locked or disabled? Thanks

There are some scenarios (especially in large organisations), where we can't add all the names of the people who can approve a workflow or it changes constantly.

Is there a way for the Approval workflows to the entire organisation to the list of approvers and not just have a locked down list?

Is there a way I can allow External users to edit a submission? The form is shared to anyone so I don't understand why it's not working

The workflow would look like this - Our staff member fills out form and submits > Automatic Emails to external company > External Company reviews form and signs approval

The current value 'Selected Approver' only displays the email address of the approver selected.

Be great to have a value called 'Selected Approver Name' to allow us to display the name of the selected approver in the email template.

Getting a couple of issues when configuring a new Team Forms Approval Workflow.

1) Email addresses not showing. It should show my address Adrian.

2) Double Date are appearing the header. The email config and title template don't have any double values, so not sure what is causing it.

See image below for reference.

Hi all,

Wondering if anyone has tried this before I potentially run an existing form and workflow.

I have a site access form that follows a dynamic multi approval workflow. The approval request is sent via Teams and Email and works fine with a data source containing company email addresses.

We have got permanent contractors who currently submit paper requests that are approved by the contractor HOD before follow-on approvals in our company.

I need to incorporate the contractor HOD approval into the flow, but they are not on our Microsoft 365 Entra list.

Would it work if I added an approval block in the form, conditional on responder selecting 'Contractor' in a previous form drop down, requiring the contractor HOD to approve or reject. If the HOD approves, it then submits the form for multi-step approval workflow? Or is this going to mess with the existing workflow and require a separate flow to handle contractor form responses?

Managing a long list of forms just got a whole lot easier. We know that as your team grows, so does your library of forms. To help you stay organized and find exactly what you need in seconds, we’re thrilled to introduce Custom Views for Form Lists.

What’s New?

Previously, you could add custom metadata tags (like Category, Business Unit, or Project Number) to your forms. These were great for identification, but now we’re putting that data to work.

With Custom Views, you can leverage those metadata fields to completely transform your form dashboard:

• Group & Organize: Cluster forms by department, project phase, or priority level.

• Smart Filtering: Hide the noise and only show the forms relevant to specific workflows.

• Precision Sorting: Arrange your list based on your custom fields so the most important forms are always at the top.

• Set the Standard: Create Default Views for your team to ensure everyone is looking at the most relevant information the moment they log in.

Why You’ll Love It

Whether you are managing 10 forms or 1,000, Custom Views give you a tailored experience. No more endless scrolling—just a clean, organized workspace that fits your specific business logic.

One of my users tries to edit a form to continue it in our process and after a few seconds the form refreshes itself but does not save what he typed in. No one else seems to be having this issue, and there seems to be no difference between this users permissions, connection or anything else. Could it be some issues with his connection/sync to the sharedrive? I don't know what else since there no varying factors between this user and the handful of others that do the same thing and have no issues.

I'm having an issue accessing one of the responses submitted through a form in Teams. A user submitted a total of five responses. When I go to the Responses tab, I can open and view four of them without any problem.

However, one submission shows the message: “Looks like you do not have permission to view this submission.”

I’m the owner of the form, so I’m unsure why only this specific response is restricted.

I'm attaching a screenshot of the message for reference.

Has anyone experienced this before or know what might cause a single response to be inaccessible? Any guidance on how to resolve this would be appreciated.

Hi team,

User has created an access request form that requires multiple approvals. The approver for each step is dictated by the site and department selected from dropdowns in the form. User has linked a SP list as data source containing columns: SiteName (Text) | Department (Text)| Approver (People or Group).

There does not seem to be a way to filter the approver details in an Approver component based on the site and department selected. I have tried using AI assistant but no joy as the Approver is a required item and cannot be blank.

Is there a way to filter approvers in that component based on selections in the form? Would the type of data source or column type in the SP list dictate whether the approval filtering with work or not? Grateful for any help, even a yes it can work or feature not available, to avoid me going down the rabbit hole.

I like the idea of using the Approver component as it is cleaner than power automate but if there is no solution then I'll have to go the flow route and filter approvals that way.

Derek

Hi all,

I need some help choosing the correct method of using text fields inside data grid that display correctly across laptop and smartphone. I require the ability to add another row for 'First Name', 'Middle Name' and 'Last Name', which works fine on the laptop/Tablet view but in smartphone the text field is too compressed. I understand that I can drag the fields into one column, but this is impractical for up to ten rows of names. Are there any other methods to 'add another row' outside of data grid using columns?. Any help is appreciated

EDIT: I managed to test a few methods and found a solution.

• Used the data drig and delete all columns, leaving only one.

• Drag a column component inside that cell and then add your text fields. Ensure field width add up to 12.

  

Is it possible to reduce image size during uploading in the file component?

When trying to modify the email account, I receive the following message:

Failed to validate the From email address [email protected] does not have permission to send mail from the [email protected] mailbox Please ensure the account used to authenticate emails has permission to send from this mailbox and try again.
Help!

I’m building a form using Team Forms. At the end of the form, I want to ask: “Do you want to add another item?” If the user selects Yes, I’d like part of the form to loop - starting back at the second section (with information from some of the sections remaining the same) - so the user can complete it for another item while saving each previous item’s data.

So far, I can loop back to the page, but the form just overwrites the initial data instead of saving it separately.

Is there a way in Team Forms to loop or repeat a group of questions like this?

We are excited to introduce a powerful new tool for form developers: Notification Banners.

One of the challenges in building complex forms is communicating with the user when things happen "under the hood." Whether a custom script has finished running, an API call failed, or a calculation is processing, your users need to know the status.

Introducing tf.notify

You can now trigger toast notifications programmatically using the new tf.notify function. We’ve wrapped the popular Sonner library to give you a robust set of tools right out of the box.

What can you do with it?

• Instant Feedback: Let users know immediately when a button click has successfully executed a script.

• Rich Error Handling: Display detailed error messages that stand out, helping users troubleshoot issues quickly.

• Promise Handling: Automatically show a "Loading..." state while your script runs, which flips to a "Success" message when finished—no complex logic required.

• Interactive Actions: Add buttons directly into the banner to let users retry an action or undo a mistake.

Ready to improve your user experience? Head over to our documentation to see full examples and advanced configuration options.

Happy building!

We are thrilled to announce the release of our new Approvals Component for Team Forms. We know that managing multi-step sign-offs can be complicated, so we have rebuilt the experience to streamline how you build and manage workflows.

From simple leave requests to complex operational sign-offs, the new Approvals Component handles it all with ease.

Key Features:

• 🔗 Drag-and-Drop Workflow Building: Gone are the days of wrestling with complex If/Else statements in your email configurations. You can now configure multi-step approvals by simply adding approval blocks and chaining them together using the "Depends On" setting.

• ✉️ Complete Communication Control: Customize specific email templates for every stage of the process—requesting, approving, rejecting, or even revoking an approval.

• 📝 More Than Just "Yes or No": Team Forms enables you to include entire forms within each approval section. Instead of a simple button click, you can require an approver to provide detailed input, such as uploading a document or adding a signature before the workflow proceeds.

• 🧠 Smart Conditional Logic: Need an approval only if a request exceeds a certain budget? You can set conditional approvals based on responses to specific questions in the original submission.

• 🔒 Submission Locking: To ensure data integrity, the original submission is automatically locked against edits once the approval process begins.

• ✅ Visibility & Compliance: View the approval status directly on the submission screen and rest easy knowing every step is fully tracked for auditability.

Unable to submit form as photo upload function is not loading the photo. The screen shows the image file has been read as it shows the filename. The file is a JPG image file. However, the widget is showing the following messages:

UPLOAD Photo/s is required

UPLOAD Photo/s must be a non-empty array.

Why is the file not being recognised by Team Forms?

We’re excited to announce an enhancement to our Power Automate / Logic Apps integration — Workflow Management.

Team Forms has always supported triggering automated workflows when events occur (such as when a response is submitted). With this update, we’re taking that integration further.

You can now:

• View all workflows connected to a form

• Remove outdated or invalid workflow connections (e.g., when a flow was deleted in Power Automate but still shows up in Team Forms)

How to access Workflow Management

1. Open the form builder for your form

2. Click the “…” menu in the top-right corner

3. Select Workflows

A dialog will appear showing all workflows associated with the form — from here you can open the workflow in Power Automate/Logic Apps or delete the connection.

I followed the article on pre-populating data-grids from a data source. The grid renders correctly with initial values, but any edits made in the pre-populated rows (or entries in empty fields like Comments) are not saved when the form is submitted.

Example: If I fill Item Name, Amount, and Comments, then change Item Name or Amount, or add more Comments, the submission still contains the original pre-populated values instead of my edits.

How to fix this?

https://help.teamforms.app/en/articles/10175453-populate-a-data-grid-based-on-a-data-source#h_d84fa5196e

It would be really helpful if there could be a notification icon next to each form on the main list, this would enable email notifications to be turned off which choke up email inboxes.

Hi,

When I click the 'Submit' button, the form says it's submit, but it doesn't appear in the submitted form section, it's still a draft.

I just received this message.

Error syncing response: Item not found - 6 Daily Report [DRAFT] (a1l3jxhwqatp) Error syncing response: Item not found - 3 Daily Report [DRAFT] (e8pgafm66m88)

We’re excited to announce a new feature in Team Forms — Clear on Copy!

As you know, Team Forms lets you easily copy an existing response to save time and reduce repetitive data entry. This is perfect when creating a new response that’s similar to a past one with just a few tweaks.

However, sometimes there are fields you don’t want to copy — like a signature, date, or other values that should always be updated.

With Clear on Copy, you can now mark individual components with a “Clear on submission copy” setting. When enabled, that field will automatically reset whenever a response is copied — keeping your data accurate and fresh.

Start using Clear on Copy today and make your form workflows even smarter and more efficient!

Limit the Teams a user can choose from when authenticating to only Teams that the user has access to AND has Team Forms deployed.

The current interface is confusing to the user as they do not always no which Team to choose from when authenticating.

We’re excited to announce a major update to Team Forms: Custom Views on the Submissions Screen. Until now, the submissions screen has let you see all responses to a form in a table, filter and sort those responses, and open individual submissions to update them like database records. With this release, you can now create and save custom views that define exactly how the table should look and behave.

A view can capture the full configuration of the submissions table, including column order, which columns are visible, column sizing, applied filters, and row sorting. Form builders can create multiple views for a form, set a default view that all users will see when opening the submissions screen, and allow users to quickly switch between different layouts depending on their needs. Only those with Build permission on a form can create or manage views, but once configured, they make it easier than ever for teams to work with data directly inside Team Forms — reducing the need to export or view that data in SharePoint or Excel.

I'm trying to get some more space for fields in my data grid and when I set the column width to Equal Width the x (delete row icon) takes up as much space as every other field even though it should only be about 5 pixels wide. Can that x icon be made smaller to allow more space in the row for data.

What is the CSS name for the Team Form Container? At the top of my form I have used tabs to navigate to different sections and the default text color is Black. I have changed the Card-Title Color to white and bold but that has only changed the panels text color to white. The very top container (with the tabs) is still black text. I have set card-header background-color to red and all the headers are showing correctly with white bold text. This is the top header that I want to show with white bold text.

The dialog prompting users to open an existing draft provides a poor experience.

It also causes users to open outdated drafts from months ago that were abandoned before updates, leading to form version conflicts.

We want to disable the draft feature entirely on some forms.

Or, allowing the ‘new response’ option in the URL parameter would also be a good solution.

We have a datagrid with options that can include degrees or volumes and we want to show the values as m3 and 70oC with the 3 and o being superscript. I'm sure there are options for subscript also but we don't use them yet.

I have a Form that have grid data, each grid there is text and image. how to make automate flow to convert each grid to each sharepoint list.

i already try Upload Attachments to a SharePoint List Item tutorial. But the result each sharepoint list has all picture attachment. what i need is, Grid A has only A image attchement, Grid B has only B image attachment, not Grid A has all image and Grid B has all image as attachment

Using Fixed Data Grids, when we have a large number of rows under the different groups we want the Grid to open collapsed rather than expanded to make it earlier for users to work with. Is it possible to add an option to the Data Grid component so that Fixed Data Grids open collapsed? When collapsed it would be good to have an arrow (that can be clicked on) to indicate that the group is collapsed. Thanks

We're excited to announce a powerful new sharing capability that many of you have asked for: the ability to share a form built in a specific team with everyone in your organisation.

The Old Way vs. The New Way

Historically, Team Forms offered two main sharing options: limiting access to "Team Members" or opening it up to "Anyone with the link." This meant that to share a form with your entire company, you often had to create and manage an "organisation-wide" team, which could be cumbersome.

With today's update, we've streamlined this process. You can now build a form within your departmental team (e.g., HR, IT, or Marketing) and seamlessly share it across the whole organisation without needing extra teams.

How to Share a Form with Your Organisation

Getting started is simple. Just follow these steps:

1. Navigate to the builder screen for the form you want to share. Click the "..." menu in the top right and select Permissions.

2. In the permissions dialogue, you can now share the form with a special SharePoint group. Start typing and select "Everyone except external users". This will grant access to every internal user in your organisation's directory.

Pro-Tip: Ensure Response Confidentiality

When sharing a form with such a wide audience, it's often best practice to make the responses confidential. Before sharing the link, we highly recommend enabling the "Restrict users from accessing each other's responses" option within the permissions settings. This ensures that users can only see their own submissions.

We believe this update will unlock new possibilities for business-critical processes like Incident Reporting, Purchase Requisitions, Safety Audits, and IT Service Requests, and much more. It's all about making it easier to connect and gather information from the right people, with less administrative overhead.

As always, we love hearing your feedback! Let us know what you think of this new feature.

Happy form-building!

If your forms pull in data from places like SharePoint lists, Excel Online, CSV, or JSON files, you can now make them even easier to test.

Previously, if you wanted your form to show different data while testing (for example, a “test” list instead of your real one), you had to create a separate test version of the form — which could cause confusion, multiple copies, and more work.

With Data Source Preview Environments, you can keep the same form, but have its data source point to one location while testing and a different location when live.

Why this is great:

• No more duplicate forms — test and go live with the same form.

• Built-in safety checks — ensures your test and live data are set up the same way to avoid surprises.

• Better performance for regular users — they only sync the live data, not your test data, making forms load faster.

This feature is perfect for anyone who needs to safely test changes without touching live data.

Hello,

Wondering if anyone else has implemented this; I have a section of a form where each row of a datagrid needs to contain two cascading dropdowns. The first dropdown is the Hazard Category the Second is the Hazard type. This is very specific to the location data so it's filtered to start with.

Now if this was a normal cascading dropdown outside of a datagrid it's very easy to setup but I'm struggling with the syntax to filter the values when it's inside a datagrid.

it seems like I should be able to do something like show = item.HazardCategory === data.ControlDataGrid.HazardType but that's clearly not the case.

Anyone else been able to setup something like this?

Thanks!

Returning to the form list after submit is a bad user experience. This is especially true when the form is embedded elsewhere.

I think the best place to be redirected after submission is either a custom link, a custom completion page, or a view of the submission that was just submitted.

We're excited to announce we've just rolled out some new AI features that will completely change how you build forms.

You can now create a new form template just by describing it. For real. Type something like "a simple leave request form for employees" and our AI will instantly build a great starting point for you. You can still edit everything with the drag-and-drop builder, of course.

We've also put that same AI magic into the code editor. If you're trying to set up complex calculations, conditional logic, or even custom CSS, you can now just describe what you want to do in plain English. The AI will automatically write the JavaScript expression or code for you.

So, whether you're just getting started or building something complex, this should make your life much easier.

It's live now in your account. Give it a spin and let us know what you think!

Hi ,

Where can I download team latest version software to install offline environment? Thanks.

Some of my users that are using a link for "external users" are submitting a form and then a day or two later they go to submit another one and their data is still filled out and it does not give them a fresh form. It is the same submission even though they already sent it in and we have already taken it to the next step in our process. Why does it not automatically give them a fresh form from the external link and it seems random as well.

[BUG] - Disabled HTML Text Input Fields are Removed

Sample form attached. This happens with the default "disabled" checkbox in component settings - no custom logic involved

I need to put a map in a Date grid, and it's too narrow. To make it easier to see, I apply a modal to the container or panel inside the grid.

But when I do that, the map doesn't come out as wide as the modal, and it appears narrow. It looks like something invisible is blocking it to a fixed width.

Especially on mobile, it's incredibly narrow and unusable.

Hi! I created a form for protocol/response query, where the data is in a JSON file. I also tested it with Excel, but I can't get it to work when accessed through a browser. It works normally in the preview. Could you help me? Are there any specific file permissions? Code:

async function buscarResposta() {
    const protocoloBuscado = data.txtprotocolo;
    if (!protocoloBuscado) {
        instance.root.getComponent('txtresposta').setValue;
        return;
    }
    const dados = await tf.getDataSource("9999999999999");
    console.log("Dados carregados:", dados);
    const resultado = dados.find(item =>
        String(item?.Protocolo)?.trim() === String(protocoloBuscado).trim()
    );
    if (resultado && resultado.Resposta) {
        instance.setValue("txtresposta", resultado.Resposta);
        instance.root.getComponent('txtresposta').setValue(resultado.Resposta)
    } else {
        instance.root.getComponent('txtresposta').setValue("Não achei");
    }
}
buscarResposta();

Hello Everyone,

I’m developing a form with four pages: Page1, Page2, Page3, and Page4 (Have used multi-page wizard option in form build) and need advice on implementing the workflow below:

1. Initially, only Page1 is visible to the requester, who fills in the required details and submits.

2. The technician receives a notification, sees Page1 (pre-filled) and Page2, then completes Page2.

3. Upon submission of Page2, the initial requester is notified and can view Page1 and Page2 in read-only mode.

4. The technician then accesses Page3; after submitting it, the requester reviews Page1, Page2, and Page3 (read-only).

5. Finally, the requester fills in Page4.

   • If the issue is resolved (Fixed), the requester closes the ticket and notifies the technician.

   • If not (Not Fixed), the form cycles back to Page2 for the technician, repeating until resolution. (I have used something like Status drop down menu where it has values Fixed and Not Fixed).

   How can I achieve the above method as I have already created the Pages (Page1-Page4)?
   I saw a multi-step approval question as well on the community but was not able to apply in my above query.
   
   Any suggestions would be helpful !!!
   
   Many thanks!

Hi, everyone,

Since last friday (06/27), when I share an external link, I'm getting the message: "Oops, something went wrong. Request failed: 500"

Can anyone help?

My suggestion is to add a 'Search All' function to allow a search by name, title, date, or keyword etc without setting a date range making it easier to locate previous entries.

Currently, changing the custom date ranges can be inefficient, especially if unsure of the submission date. I often need to search for submissions I haven’t personally made, and I have to reset the custom date as far back as six months (if not more) to locate them.

Additionally, this causes confusion among users, when trying to update or copy an existing form, they often forget to change the date filter and end up creating duplicate forms instead.

Thanks 🙂

Is there a way to include a field from the form as a component of the submission number? For example, a field on my form is Project #, and I would like the project number included in the Submission Number, i.e SPR-2022-021-001 (2022-021 is entered on the form under Project #). Thanks!

I have two options on a radio button component, Normal or Abnormal. If the user picks Normal I want just that word to be in Green with Abnormal in Black and then if they pick Abnormal that word is Red and Normal is Black.

I can get it to have both words in one color, (both words Green if Normal is chosen etc). How do I get it to only show the single word. I have Custom CSS that works. Fin Bot suggests using ON Change (from the Logic Menu) but there are a few problems with that. I can get it to do the same as if I was using a Custom CSS Class using On Change, but it's not what I want.

Hi all,

I’m building an employee performance review form that includes a 1–5 rating scale using a survey component. I’d like to configure it so that when a manager selects a rating of 1 or 2, a data grid component is triggered to capture additional details or context.

Can anyone help with this?

Thanks 😃

We've tried multiple solutions but a user still has issues submitting on a specific form. We've already deleted the local data, tried to update the form, tried to submit another form but it successfully submitted, and used a different browser instead of using the Teams app. Can someone help?

Hi everyone,

I'm currently working on a maintenance form that uses SharePoint data components. In my form, I have a "Machine Number" field. Based on the selected machine number, it filters out the "Month" field, and based on the selected month, it filters out the "Frequency/Tasks" field. The selected frequency/task then shows the instructions for maintenance on the next page. The months range from January to December, and the frequencies/tasks include Weekly, Fortnightly, Monthly, Bi-Monthly, Quarterly, Bi-Annual, and Annual.

In my month component, I'm using the following expression in the filter query:

show= item['Asset Number'] === data.assetNumber['Asset Number'] && item.Frequency === 'YES'

Here, "YES" is a text value in the frequency column in Excel, indicating that the task is planned for maintenance.

I was advised that the month component should only allow or force the user to select the months where maintenance is not yet done. For example, if the current month is May and planned maintenance is due for January, February, March, May, and July, and the user has completed maintenance for January and February but not for March, May, and July, the form should not show January and February. It should force the user to select March, May, and July, which are due for maintenance.

Additionally, if January has both Weekly and Annual planned maintenance, and the user has completed only the Weekly maintenance, the form should still show January so the user can select the Annual frequency/task, while hiding the Weekly frequency/task since it's already done.

I'm working on this query but haven't found a solution yet. Is there any workaround or guidance you can provide? Any suggestions would be greatly appreciated.

Thanks!