> ## Documentation Index
> Fetch the complete documentation index at: https://academy.pathfindr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create SharePoint Form

> A step-by-step guide to creating a SharePoint form that captures ideas and wins from champions.

<Info>
  After setting up your [Opportunity Tracker SharePoint List](/driver/toolsAndWorkspaces/aiOpportunityTracker/opportunityTrackerOverview), you can create a form to directly capture ideas and wins from champions.
</Info>

## Why do this

<CardGroup cols={3}>
  <Card title="Simplify data collection" icon="clipboard-list">
    Get structured input directly from form submissions.
  </Card>

  <Card title="Reduce manual entry" icon="robot">
    Automate storage in SharePoint, ready for reporting or workflows.
  </Card>

  <Card title="Ensure consistency" icon="check-double">
    Keep one source of truth across teams and departments.
  </Card>
</CardGroup>

## Step-by-step guide

### Step 1: Click on the Forms link in your SharePoint list

<Frame>
  <img src="https://mintcdn.com/pathfindr/I3XbhzOlK6BeuXVO/images/clickOnForms.webp?fit=max&auto=format&n=I3XbhzOlK6BeuXVO&q=85&s=fd3c84667ab4414a670332875fd60e01" alt="Click On Forms Pn" width="960" height="160" data-path="images/clickOnForms.webp" />
</Frame>

### Step 2: Create a new form

<Frame>
  <img src="https://mintcdn.com/pathfindr/0Og7YOK8gX91P7mj/images/createNewForm.webp?fit=max&auto=format&n=0Og7YOK8gX91P7mj&q=85&s=4d65603cd83477d1e48f658d531b127c" alt="Create New Form Pn" width="960" height="388" data-path="images/createNewForm.webp" />
</Frame>

### Step 3: Name your form and select what fields should be included

<Note>
  Keep the form simple to make submissions easy. Below are our recommended fields, but feel free to add your own if needed.
</Note>

**User information**

* **Single line text** > Your Name > *Required*
* **Date and time** > Submission Date > *Required*
* **Choice** > Department (list all departments participating in Accelerator program) > *Required*

**Context for submission**

<AccordionGroup>
  <Accordion title="Win, Opportunity or Blocker (Required)">
    **Choice** > Win, Opportunity or Blocker > *Required*

    This field categorizes the type of submission being made.
  </Accordion>

  <Accordion title="Short Description (Required)">
    **Multi line text** > Short Description > *Required*

    Provides context on the Win, Opportunity or Blocker.
  </Accordion>

  <Accordion title="Complexity (Required)">
    **Choice** > Complexity (Low, Medium, High) > *Required*

    Refers to how challenging the AI opportunity will be to implement:

    * **Low** complexity opportunity is simple to execute with minimal technical setup or change management
    * **Moderate** involves some integration or process adaptation
    * **High** indicates significant technical, strategic, or organisational effort is required to bring the solution to life
  </Accordion>

  <Accordion title="Impact (Required)">
    **Choice** > Impact (Low, Medium, High) > *Required*

    Measuring impact is about the intended outcomes and value creation:

    * **Low impact** rating suggests limited or short-term influence, often confined to a small group or a single process
    * **Medium impact** indicates meaningful, measurable improvement that benefits several areas or stakeholders
    * **High impact** represents significant, sustained change — the kind that shifts performance, perception, or behaviour at scale
  </Accordion>

  <Accordion title="Attachments (Optional)">
    **Attachments** > *Optional*

    Allow users to attach supporting files or documentation.
  </Accordion>
</AccordionGroup>

<Frame>
  <img src="https://mintcdn.com/pathfindr/0Og7YOK8gX91P7mj/images/nameFormSelectFields.webp?fit=max&auto=format&n=0Og7YOK8gX91P7mj&q=85&s=154c4d88f382fb7bf277f82e52d363fa" alt="Name Form Select Fields Pn" width="960" height="449" data-path="images/nameFormSelectFields.webp" />
</Frame>

### Step 4: To share the form within your organisation, you can copy the link

<Frame>
  <img src="https://mintcdn.com/pathfindr/vxED2dxssEHZg3yn/images/shareForm.webp?fit=max&auto=format&n=vxED2dxssEHZg3yn&q=85&s=9166cfbbe712cf5f64ddc71ead346079" alt="Share Form Pn" width="960" height="294" data-path="images/shareForm.webp" />
</Frame>

***

## Next steps

<Steps>
  <Step title="Pin to Teams chat">
    Pin this link to your Champions Team Chat for easy access.
  </Step>

  <Step title="New Step">
    Set up a notification when a new opportunity or win is submitted.

    <Card title="Guide to setup notifications" icon="arrow-up-right" horizontal href="./setUpTeamsNotifications">
      *Read more*
    </Card>
  </Step>
</Steps>
