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Data sources

Data sources let forms use records from SharePoint lists, Excel tables, CSV or JSON files, and previous Team Forms responses. Team Forms synchronises the source so forms can use the data offline and multiple forms can share the same dataset.

Create a data source

Section titled “Create a data source”
  1. Open the team that should own the data source.
  2. Open Data sources from the team’s options menu.
  3. Select the SharePoint site and the list or file containing the data.
  4. Confirm the source and wait for its initial synchronisation.

Creating a SharePoint data source

Excel sources must contain a defined table rather than an unstructured cell range. If no table appears during setup, see Why do no tables appear for an Excel data source?.

Use it in a form

Section titled “Use it in a form”
  1. Create or edit a form.
  2. Add a SharePoint Data Source component.
  3. In its Data settings, select the data source and the column to display.
  4. Preview the form and confirm that the expected values are available to the responder.

Adding a data source component to a form

The selected record can populate other fields, drive conditional logic, or provide rows for a data grid. For more advanced forms, see filtering a SharePoint drop-down, cascading drop-downs, populating other fields, and populating a data grid.

Keep data current

Section titled “Keep data current”

Team Forms refreshes sources automatically, but changes are not always immediate. You can also refresh a data source manually. If some users see an empty list while authors do not, check that those users can access the underlying SharePoint data and review Drop-down menu is empty for my users.