SharePoint 2010 offers multiple options for creating forms, whether by opening an existing SharePoint list or creating a new list using InfoPath. This easy-to-follow guide will walk you through the step-by-step process of creating a form in SharePoint, regardless of your experience level.
In the first section, we will explore the detailed process of creating a form in SharePoint 2010. Whether you are a beginner or in need of a refresher, this guide will help you master the art of form creation. We will cover everything from modifying the layout and implementing rules to applying validation, ensuring that your form meets your specific requirements.
Once the customization is complete, the next step is publishing the form back to SharePoint. By clicking on the File tab and selecting Quick Publish, you can seamlessly integrate your customized form into SharePoint. While customizing form definitions through Schema.xml is still possible, it is recommended to use ASP.NET controls for a more efficient and effective process.
Control templates allow you to modify how list item forms are rendered, and you can register custom form templates by content type. It’s worth noting that while adding Web Parts to list view pages is supported, it is not recommended for list item forms.
With this comprehensive guide, you’ll be able to create and customize forms in SharePoint 2010 with ease. Whether you’re a novice or an experienced user, this easy-to-follow guide will equip you with the skills necessary to master the art of form creation in SharePoint.
Customizing the Form in InfoPath
InfoPath provides a wide range of customization options, allowing you to design and enhance the form’s layout, rules, and validation. Whether you want to create a visually appealing form or implement specific business logic, InfoPath has got you covered.
When customizing the layout, you can easily drag and drop form elements to rearrange them or resize them as needed. InfoPath also provides a selection of pre-designed templates that you can use as a starting point for your form design. This saves time and ensures a professional-looking form.
For more advanced customization, you can apply rules to control the behavior of form elements based on specific conditions. These rules can dictate actions such as showing or hiding certain fields, enabling or disabling buttons, or performing calculations. By setting up validation rules, you can ensure that the form captures the required data accurately and consistently.
One of the advantages of using InfoPath for form customization is the seamless integration it offers with SharePoint. Once you have finished customizing the form, you can easily publish it back to SharePoint using the Quick Publish option. This makes your form immediately accessible to users within the SharePoint environment.
|Allows you to create a visually appealing and user-friendly form.
|Gives you control over the form’s behavior based on specific conditions.
|Ensures the accuracy and consistency of the captured data.
|Seamless integration with SharePoint
|Makes the form easily accessible to SharePoint users.
With InfoPath’s customization capabilities, you can create highly tailored forms that meet your organization’s unique requirements. Take advantage of the layout options, rules, and validation features to design forms that streamline your business processes and enhance user experience.
Publishing and Best Practices
Once the customization of the form is complete, it needs to be published back to SharePoint using the Quick Publish option. However, it is important to note that customizing form definitions through Schema.xml is possible, but using ASP.NET controls is highly recommended.
By clicking on the File tab and selecting Quick Publish, you can easily publish the customized form back to SharePoint. This ensures that your form is readily accessible to users and can be seamlessly integrated with other SharePoint features.
Utilizing ASP.NET controls provides a more efficient and flexible approach to form customization in SharePoint. Control templates allow you to modify how list item forms are rendered, while custom form templates can be registered by content type. It is worth mentioning that adding Web Parts to list view pages is supported, although it is not recommended for list item forms.
Following these best practices will not only enhance the usability of your forms but also ensure compatibility with future SharePoint updates. By using the Quick Publish option and leveraging ASP.NET controls, you can streamline the customization and publishing process, providing a seamless experience for both form creators and users.