SharePoint AED

Walter Curtis

crp0499

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I have a client who needs a form. &nbsp;This form will live on our Sharepoint in our Microsoft 365 portal. &nbsp;I need people to be able to open this form, make some changes, and then click submit. &nbsp;This clicking submit should save the work that was done, save it, and email the next people in the chain to look at the form, make changes if needed and submit again, and email some more people. &nbsp;It seems like a workflow to me, but how do I create the form? &nbsp;I want to do all of this thru the web browser. &nbsp;I'm looking at power automate and I'm looking at info-path, but I need some hand holding on the basics. &nbsp;What do I use to create the form? &nbsp;etc.<br><br>I'm sure you will have questions for me, so let's start there.
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I have a client who needs a form.  This form will live on our Sharepoint in our Microsoft 365 portal.  I need people to be able to open this form, make some changes, and then click submit.  This clicking submit should save the work that was done, save it, and email the next people in the chain to look at the form, make changes if needed and submit again, and email some more people.  It seems like a workflow to me, but how do I create the form?  I want to do all of this thru the web browser.  I'm looking at power automate and I'm looking at info-path, but I need some hand holding on the basics.  What do I use to create the form?  etc.
I'm sure you will have questions for me, so let's start there.

I need a form, with a submit button...and maybe some workflow.

Microsoft is best known for their Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Microsoft's mission is to "enable people and businesses throughout the world to realize their full potential by creating technology that transforms the way people work, play, and communicate.” Currently, the Windows operating system created by Microsoft powers over a billion devices around the world. On top of their share in the software creation market, Microsoft manufactures hardware, including laptops, phones, and attachments.

Microsoft

Microsoft Sharepoint is a software platform and family of software products used for collaboration and web publishing combined. These capabilities include developing web sites, portals, intranets, content management systems, search engines, wikis, blogs, and other tools for business intelligence and collaboration. SharePoint has a Microsoft Office-like interface, and it is closely integrated with the Office suite.

Microsoft SharePoint

Microsoft InfoPath is a software application for designing, distributing, filling and submitting electronic forms containing structured data. The product features a WYSIWYG form designer in which the various controls (e.g. textbox, radio button, checkbox) are bound to data, represented separately as a hierarchical tree view of folders and data fields. All the data stored in InfoPath forms are stored in an XML format. Secondary data sources can be built into the form or they can be accessed through an external data connection to SharePoint or a Web service.