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microsoft-forms

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English
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Chinese

Microsoft Forms Skill

Microsoft Forms 技能

Overview

概述

Claude can create and manage Microsoft Forms for surveys, quizzes, and data collection. Build forms with various question types, analyze responses, and share forms with respondents.
Claude可以创建和管理用于调查问卷、测验和数据收集的Microsoft Forms。支持创建包含多种题型的表单、分析回复结果，并将表单分享给受访者。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/microsoft-forms/install.sh | bash
Or manually:
bash
cp -r skills/microsoft-forms ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/microsoft-forms/install.sh | bash
或者手动安装：
bash
cp -r skills/microsoft-forms ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env:

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "your-email@outlook.com"
undefined
canifi-env set MICROSOFT_EMAIL "your-email@outlook.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭据，由您掌控。 Canifi LifeOS 尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭据：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用您已认证的会话，且全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭据，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭据仅可在您的本地设备访问，绝不会被传输。

Capabilities

功能特性

  • Create surveys and quizzes
  • Add various question types
  • Configure branching logic
  • Set form settings and restrictions
  • View and analyze responses
  • Export responses to Excel
  • Share forms via link or email
  • Create quiz with auto-grading
  • Add images and videos
  • Apply themes and branding
  • Set response notifications
  • Duplicate and template forms
  • 创建调查问卷和测验
  • 添加多种题型
  • 配置分支逻辑
  • 设置表单参数与限制
  • 查看和分析回复结果
  • 将回复导出至Excel
  • 通过链接或邮件分享表单
  • 创建带自动评分的测验
  • 添加图片和视频
  • 应用主题与品牌样式
  • 设置回复通知
  • 复制表单与创建模板

Usage Examples

使用示例

Example 1: Create Survey

示例1：创建调查问卷

User: "Create an employee satisfaction survey"
Claude: Creates form with title, adds satisfaction rating questions,
        open-ended feedback section.
        Returns: "Created survey with 6 questions: [link]"
用户："创建一份员工满意度调查问卷"
Claude：创建带标题的表单，添加满意度评分问题和开放式反馈板块。
        返回："已创建包含6个问题的调查问卷：[链接]"

Example 2: View Responses

示例2：查看回复结果

User: "How many people responded to the training feedback form?"
Claude: Opens form, checks responses.
        Reports: "28 responses received. Average satisfaction: 4.2/5.
        Key feedback themes: more hands-on exercises requested"
用户："培训反馈表单有多少人回复了？"
Claude：打开表单，查看回复数据。
        回复："已收到28份回复。平均满意度：4.2/5。
        关键反馈主题：请求更多实操练习"

Example 3: Create Quiz

示例3：创建测验

User: "Make a quiz about company policies with 10 questions"
Claude: Creates quiz form, adds multiple choice questions
        with correct answers and points.
        Returns: "Quiz created with 10 questions, 100 points total"
用户："制作一份包含10道题的公司政策测验"
Claude：创建测验表单，添加带正确答案和分值的选择题。
        返回："已创建包含10道题的测验，总分100分"

Example 4: Add Branching

示例4：添加分支逻辑

User: "If someone selects 'Remote', ask about their home office setup"
Claude: Adds branching logic from Remote option to follow-up questions.
        Confirms: "Branching logic added for Remote selection"
用户："如果有人选择'远程办公'，请询问他们的家庭办公环境设置"
Claude：为"远程办公"选项添加指向后续问题的分支逻辑。
        确认："已为'远程办公'选项添加分支逻辑"

Authentication Flow

认证流程

  1. Claude navigates to forms.office.com via Playwright MCP
  2. Authenticates with MICROSOFT_EMAIL if needed
  3. Handles 2FA if prompted (notifies user via iMessage)
  4. Maintains session for Forms operations
  1. Claude通过Playwright MCP导航至forms.office.com
  2. 如有需要，使用MICROSOFT_EMAIL进行认证
  3. 若提示双因素认证则进行处理（通过iMessage通知用户）
  4. 维护会话以进行Forms操作

Selectors Reference

选择器参考

javascript
// New form button
'[aria-label="New Form"]'

// Form title
'.form-title-input'

// Add question
'[aria-label="Add new"]'

// Question type menu
'.question-type-menu'

// Question text
'.question-title-input'

// Answer options
'.choice-input'

// Required toggle
'[aria-label="Required"]'

// Branching
'[aria-label="Branching"]'

// Responses tab
'[aria-label="Responses"]'

// Share button
'[aria-label="Share"]'

// Settings
'[aria-label="Settings"]'
javascript
// New form button
'[aria-label="New Form"]'

// Form title
'.form-title-input'

// Add question
'[aria-label="Add new"]'

// Question type menu
'.question-type-menu'

// Question text
'.question-title-input'

// Answer options
'.choice-input'

// Required toggle
'[aria-label="Required"]'

// Branching
'[aria-label="Branching"]'

// Responses tab
'[aria-label="Responses"]'

// Share button
'[aria-label="Share"]'

// Settings
'[aria-label="Settings"]'

Question Types

题型

Choice           // Multiple choice (single select)
Text             // Short or long answer
Rating           // Star or number rating
Date             // Date picker
Ranking          // Order items
Likert           // Agreement scale
File upload      // Upload attachments
Net Promoter Score // NPS question
Choice           // 选择题（单选）
Text             // 短文本或长文本回答
Rating           // 星级或数字评分
Date             // 日期选择器
Ranking          // 排序题
Likert           // 李克特量表题
File upload      // 文件上传题
Net Promoter Score // NPS题

Error Handling

错误处理

  • Login Failed: Retry 3 times, notify user via iMessage
  • Session Expired: Re-authenticate automatically
  • Form Create Failed: Retry, check permissions
  • Question Add Failed: Retry, verify question type
  • Export Failed: Check Excel availability, retry
  • Share Failed: Verify sharing settings
  • 登录失败：重试3次，通过iMessage通知用户
  • 会话过期：自动重新认证
  • 表单创建失败：重试并检查权限
  • 添加题型失败：重试并验证题型
  • 导出失败：检查Excel可用性并重试
  • 分享失败：验证分享设置

Self-Improvement Instructions

自我优化说明

When you learn a better way to accomplish a task with Microsoft Forms:
  1. Document the improvement in your response
  2. Suggest updating this skill file with the new approach
  3. Include specific question design best practices
  4. Note quiz vs form differences
当您掌握了使用Microsoft Forms完成任务的更优方法时：
  1. 在回复中记录该优化点
  2. 建议使用新方法更新此技能文件
  3. 包含具体的题型设计最佳实践
  4. 注明测验与普通表单的差异

Notes

注意事项

  • Forms auto-saves changes
  • Quiz mode enables grading
  • Branching creates dynamic forms
  • Response notifications available
  • Export to Excel for analysis
  • Anonymous or identified responses
  • Forms accessible on mobile
  • Templates available for common use cases
  • Forms会自动保存更改
  • 测验模式支持评分功能
  • 分支逻辑可创建动态表单
  • 支持回复通知
  • 可导出至Excel进行分析
  • 支持匿名或实名回复
  • Forms支持移动端访问
  • 提供常见场景的模板