Add Forms to Microsoft Teams

Instructions

Step 1: Prepare a Test Form

• Start by creating a simple SharePoint list for testing (e.g., Projects).
• Use the Form Designer to build and publish a custom form for that list (ensure it's the form you want displayed in Teams).

Step 2: Create a Rollup Profile

• Go to the Design, then click Rollups.
• Click + Add new profile.
  • First tab ("Settings")
    • Set a descriptive Title, like "Projects Pollup".
    • Choose your template list (the same Project List).
    • Set grouping to "View" if you're working with a single list.
  • Second tab ("Data Source"):
    • Click Add Data Source → select your Projects list.
    • Click Save data source.
    • Click Save to finish.

Step 3: Create a SharePoint Page with the Rollup

• Navigate to Site Contents → click New Page.
• Add Banner and Use a Plain Layout—minimal distractions.
• Name the page (e.g., "Team Projects") and Publish it.
• Edit the page and add the Infowise Rollup web part.
• In the web part properties, select the rollup profile you created. (If this is the only rollup in your site, it should be automatically selected since it is the only option).
• Publish the page again and copy its URL.

Step 4: Add the Page as a Tab in Microsoft Teams

• Switch to Microsoft Teams.
• Click the “+” (Add Tab) button at the top.
• Choose the SharePoint app.
• Select "Add page or list from any SharePoint site”.
• Paste the URL from your SharePoint page.
• Save the tab.
• Now you can see the rollup view of your list records. You can add, view or edit using the custom form just the same as in SharePoint.