Forms for Excel not available in Sharepoint

Seems to be a bug - I see the option checked too but it's not an option under "New".

Dear Canon Turner

Good day! Thank you for posting in Microsoft Community. We are happy to help you.

Based on your description, we noticed you have two concerns about your query, we'll focus on them one by one.

1. Forms with an Excel Online is available in OneDrive for Business not in SharePoint.

According to the official article mentioned: if you're created your Form in OneDrive or in Excel for web then select Open in Excel,  your Excel workbook is automatically stored in OneDrive for work or school and contains a live data connection to your form. Any new response data in your form will be reflected in your workbook.

If you worry about the Form you'll can't access after the owner leaving, you can move the files to a SharePoint document library via Move to or Copy to function and select the site library which you want to move.

2. You mentioned that In the 'Edit New Menu' screen, we can see the 'Form for Excel' button but when we click 'New' it not one of the options. Per our test, we can click Insert>Forms>New Form in Excel online, then it will show the +Add New option, we can click it to create the Form for this Workbook.

What do you mean that when click new, not none of the options? Can you show us the screenshot of this to us?

If this is not your scenario or any unclear, you can post back in your free time. We’re looking forward to your reply and will continue to help you all the time!

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Stacey | Microsoft Community Moderator

Hello,

Thank you for the reply, that was helpful. However, addressing this part:

"If you worry about the Form you'll can't access after the owner leaving, you can move the files to a SharePoint document library via Move to or Copy to function and select the site library which you want to move."

Please give this a try in your environment, if you move the spreadsheet that is attached to a Form from Onedrive to a Sharepoint document library, the connection if broken and when you try to view new results from the Form in Excel, you will receive the below error. This essentially makes Forms an obsolete application, as any data from these forms will not be usable once the user leaves the organization. Forms with Excel must be available again in Sharepoint Online for it to remain viable for us, and I suspect for many other organizations.

To your other question, :What do you mean that when click new, not none of the options? Can you show us the screenshot of this to us?: I was referring to a screen in Sharepoint when attempting to add a Form through Excel, as such:

It just seems like an oversight from Microsoft, when they removed this functionality from Sharepoint, they did not update their menus.

Thanks again for your reply.

Dear Canon Turner

Thank you for your quick response and we also appreciate you spent your precious time doing the tests and providing the detailed screenshots to us.

Per your update, for your first reply, we did a test on our end and yes, we can reproduce the same result as yours if the connection broken after moving the excel to SharePoint document library.

So, we did further search and tests, then we found that Forms for Excel is still can be available in Team site, but in Communicate site, this feature can't support for now.

In Communicate site:

In team site, we can create Forms for Excel, and it was saved in SharePoint document library:

So please kindly have a test in Team site on your end and check if you can add Forms to Excel files and then saved in SharePoint.

If you need any further assistance, please feel free to post back.

Really appreciate your patience and understanding again.

Sincerely,

Stacey | Microsoft Community Moderator

Thanks, Stacey. We were able to add an Excel Form within the Teams Page. It's not an ideal solution but it will work for now. Appreciate your replies and help.

-Canon

Dear Canon Turner

Thank you for your quick response and we're happy to hear that you can add an Excel Form within the Teams Page. Regarding this feature in Communicate site, we'll reported to the developer team and hope they can improve the product as soon as possible and give users a better experience.

Besides, if you think this is helpful, please kindly submit the feedback as below picture, this will help the other users on the community to see it more clearly.

Really appreciate your patience and understanding.

Sincerely,

Stacey | Microsoft Community Moderator

This is very frustrating. I spend alot of time educating my users to store corporate content in SharePoint and NOT OneDrive so that it can live independently of their participation in a department, project, group or company. It feels like Microsoft is undercutting that message with this. The fact that the option exists in the "New" menu but doesn't work is very confusing. If you show something as "Active" then it should be active or don't show it.

As much as I love Teams, SharePoint still has an important place in our content management approach. Not every artifact belongs in a Team and creating new Teams just to store this one artifact seems ridiculous - worse even than storing it in OneDrive. I know Microsoft wants us to move to modern group-enabled sites, but we have 1,000's of sites in our tenant. Those sites are not going away and many of them are subsites that cannot be groupified. Also, group-enabled sites do not allow for the same level of permission control as traditional SharePoint permissions.

Any idea when this will be fixed?

I have a G5 license and cannot seem to access the Forms for Excel from either Excel (Insert, Form), OneDrive (New, Forms for Excel) or a modern Team SharePoint site (New, Forms for Excel). Could this be a limitation of licensing in a government tenant?

This feature is only available with a Modern SharePoint site connected to a Microsoft 365 group. If you made a MS Teams site then the underlying SharePoint Online site for the Teams site will have it available in the library. If the SharePoint Online site has been connected to a group, then it will show up. If the site can't be connected to a Microsoft 365 group, the Forms for Excel won't show up.

An idea may be to create a HUB site and make the forms for excel library there. Then connect the various other SharePoint sites to the HUB sites. We have one for Learning & Development and a library for forms feedback surveys. Then there are lots of departmental training sites and initiative sites that are connected to the HUB site.

Just a thought about architecting a solution without rebuilding the thousands of existing sites.

Licensing = E3

I have created SharePoint Online sites from Teams and still do not get the Forms for Excel option. It sounds like you are confirming this is not available in a G5 license.

Thanks!