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Create List Form in SharePoint

  1. Selecting ‘AppForms Settings’.

  • Create an entry to the list.
  • Select ‘LIST’ from List tools.
  • Click on ‘ClaySys AppForms’.
  • Select ‘AppForms Settings’ from drop down.

2. AppForms Settings.

  • Manage the New Item form, Edit Item form and View Item form of the list.
  • After ‘Check –In ‘ the ListForm, by default the ListForm gets added to ‘New Item’, ’Edit Item’ and ‘View Item’ of the list.

3. Add New Item, Edit Item, View Item buttons of List.

  • ‘New Item ‘  button.

  • Loads the ListForm.

  • ‘Edit Item’ button.

  • Loads the ListForm.

  • ‘View Item’ button.

  • Loads the List Form.

  • Manage ‘AppForms Settings’.
    • Move to ‘AppForms Settings’ as mentioned in session 9 ‘Selecting AppForms Settings’.
    • Manage the forms that has to be loaded on ‘New Item’, ’Edit Item’ and ‘View Item’ buttons of list.

4. Configure ‘New Item’ button with an ‘AppForms’.

  • Configure an AppForm to the ‘New Item’ button of list by clicking on the button ‘Manage AppForm’.
  • A ‘ Form Selection’ window will pop up.
  • Only published forms will be listed in this window.
  • Select the published form from the listed sub sites and click on button ‘Select’.
  • Click on ‘Save’ button.
  • Close the browser and open it again to view the changes done with ‘New Item’ button.
  • Likewise ClaySys AppForms can be configured with ‘Edit Item’ button and ‘View Item’ button.

5.Configure ‘Edit Item’ button with Default SharePoint form.

  • Configure a ‘Default SharePoint Form’ to the ‘Edit Item’ button of list by clicking on the button ‘Default List Edit form’.
  • Click on ‘Save ‘ button to save the changes.
  • Close the browser and open it again to view the changes done with ‘Edit Item’ button.
  • Likewise Default SharePoint form can be configured with ‘New Item’ button and ‘View Item’ button individually.

6.Configure New Item, Edit Item and View Item buttons with Default Share Point form in a single click

  • Click on button ‘Default SharePoint forms’ .
  • A message asking to restore all changes will pop up. Click on ‘OK’ button.
  • Now the text boxes for ‘New Item’, ’Edit Item’, ’View Item’ gets cleared.
  • Click on ‘Save’ button to save the changes made.
  • Now the user gets automatically redirected to the ‘List settings’.
  • Now the New Item, Edit Item and View Item buttons of list will be configured with Default SharePoint forms.
    • Close the browser and open it again to view the changes done with ‘Default SharePoint forms’ button.
    • The  Default SharePoint forms shown below  will be loaded on clicking ‘New Item’, ’Edit Item’, ’View Item’ buttons of list.