Microsoft Teams Integration

Formspace integrates directly with Microsoft Teams, letting your team build forms, view responses, and embed live forms into channels and tabs — all without leaving the Teams environment.

Overview

The Formspace Teams app supports two modes:

Mode	Description
Dashboard	Embed the full Formspace dashboard as a Teams tab. Build forms, manage responses, and configure settings — all within Teams.
Embed Form	Pin a specific published form as a tab so team members or channel guests can fill it out directly in Teams.

Installing the app

Your Microsoft Teams administrator may need to approve the Formspace app before it’s available in your organization. Once approved:

1. Open Microsoft Teams.
2. Click the + button at the top of a channel or chat to add a tab.
3. Search for Formspace in the app catalog.
4. Click Add to install the app.

Signing in

When you open the Formspace tab for the first time, you’ll be prompted to sign in. The app supports:

• Microsoft single sign-on (SSO) — If your Teams account is linked to a Formspace account, you’ll be signed in automatically. This is the recommended approach for the smoothest experience.
• Email sign-in — If SSO isn’t available, you can sign in with your email and a one-time verification code.

Tip

For the best experience, link your Microsoft account to your Formspace profile. Go to My Profile → Security → Linked Accounts and connect your Microsoft account. After that, Teams SSO will work seamlessly.

Configuring a tab

After installing the app and signing in, you’ll see the configuration screen. Here you choose how the Formspace tab should work.

Dashboard mode

Select Dashboard to embed the full Formspace dashboard. This gives you access to:

• The overview dashboard with stats and charts.
• The forms list where you can create, edit, and manage forms.
• The form builder with all its tabs (Designer, Preview, Theme, Translation, Publish, Submissions).
• Organization settings and member management.

This is ideal for a team channel where multiple people collaborate on building and managing forms.

Embed Form mode

Select Embed Form to pin a single published form as a tab. When you choose this mode:

1. A dropdown appears listing all your published forms.
2. Select the form you want to embed.
3. Click Save.

The tab will display that form directly, so anyone who opens the tab can fill it out and submit a response without leaving Teams.

Note

Only forms that are currently published and not closed are available for embedding. If you don’t see any forms in the list, make sure you’ve published at least one form first.

Switching Formspaces

If you belong to multiple Formspaces, use the organization dropdown in the top-right corner of the configuration screen to switch between them. The tab will be configured for whichever Formspace is currently selected.

Using Formspace in Teams

Dashboard tab

Once configured in Dashboard mode, the tab works just like the regular Formspace web app. You can:

• Navigate between Overview, Forms, and Settings using the sidebar.
• Create new forms and edit existing ones in the full form builder.
• View and manage responses in the submissions table.
• Publish forms and configure sharing settings.
• Manage team members and subscription settings.

The dashboard adapts to the Teams window size, and the sidebar collapses automatically on smaller screens.

Embedded form tab

When configured in Embed Form mode, the tab displays your selected form. Respondents can:

• Fill out the form directly within the Teams tab.
• Navigate multi-page forms with Next and Previous buttons.
• Upload files if the form includes file upload fields.
• Submit their response without leaving Teams.

The form respects all your access control settings. For example, if the form requires email verification, respondents will be prompted to verify before submitting.

Reconfiguring a tab

To change the tab’s mode or select a different form:

1. Click the dropdown arrow next to the tab name at the top of the channel.
2. Select Settings.
3. The configuration screen reappears where you can switch between Dashboard and Embed Form modes, change the selected form, or switch Formspaces.
4. Click Save to apply your changes.

Tips for Teams usage

• Pin the Dashboard tab in your main team channel so everyone has quick access to form management.
• Create separate Embed Form tabs for each form you want to distribute within a channel — for example, a weekly standup form or a feedback survey.
• Use Organization access mode with Microsoft tenant verification on your forms to restrict responses to people in your Teams organization. This pairs perfectly with the Teams integration.
• Enable email notifications so team members get notified in their inbox when responses come in, complementing the in-Teams experience.

Troubleshooting

”Teams Context Missing” error

This message appears if you try to access the Teams configuration page outside of Microsoft Teams. The configuration screen is only functional within the Teams app.

SSO not working

If automatic sign-in doesn’t work:

1. Try clicking Sign in with Microsoft on the login screen.
2. Make sure your Microsoft account is linked to your Formspace profile (see Managing Your Profile → Linked Accounts).
3. If you don’t have a Formspace account yet, sign up first and link your Microsoft account, then return to Teams.

No forms available for embedding

The Embed Form option only shows published, non-closed forms. To fix this:

1. Switch to Dashboard mode.
2. Create a form and publish it.
3. Reconfigure the tab and switch to Embed Form mode — your published form should now appear.

What’s next?

• Creating a Form — Learn how to build forms in the form builder.
• Publishing & Sharing — Configure access controls and sharing options for your forms.
• Managing Responses — View and export responses from within the Teams dashboard tab.