How To Edit Workflow Task Form SharePoint 2013

To edit the workflow task form in SharePoint 2013, you will need to utilize SharePoint Designer 2013 and InfoPath Designer 2013. This comprehensive guide will walk you through the step-by-step process of customizing the task form, allowing you to tailor it to your specific needs.

First, you’ll need to open the task details page in SharePoint Designer. This crucial step grants you access to the layout of the form and provides the foundation for further customization. Once you’ve accessed the task details page, you can make changes to the site’s layout, add or remove Web Parts, and adjust the form’s design as necessary.

To further personalize the form, you can leverage the power of InfoPath Designer 2013. By editing the form within the task details page, you can implement advanced customization options such as adding an extended business property. This feature allows you to incorporate additional fields that capture specific information relevant to your workflow process.

Within SharePoint Designer, navigate to the workflow task workspace where you can select the desired workflow to customize. From there, you can modify the form in InfoPath Designer, adding the necessary field for the extended business property. Remember to save your changes and publish the updated form to ensure they are applied effectively.

If you require greater control over the task form, it is possible to create a custom content type based on the Workflow Task (SharePoint 2013) content type. This provides you with more flexibility and allows you to tailor the form to meet your unique requirements within SharePoint Designer.

By following these step-by-step instructions, you will be able to edit the workflow task form in SharePoint 2013 with ease, giving you the ability to optimize your workflow processes and enhance productivity.

Opening Task Details Page in SharePoint Designer

The first step in editing the workflow task form is to open the task details page in SharePoint Designer. This is where you can access and modify the layout of the site, add or remove Web Parts, and make other necessary changes to the form.

To begin, open SharePoint Designer and navigate to the desired site. Once there, locate the workflow task list and select the specific workflow you want to customize. This will allow you to access the task details page where the form is located.

To open the task details page, right-click on the workflow task in the list and choose “Edit Task Form” from the context menu. This will open the form in InfoPath Designer, where you can further customize it to your requirements.

Note: It is important to have the necessary permissions to edit the task form in SharePoint Designer.

Steps to Open Task Details Page in SharePoint Designer
1. Open SharePoint Designer and navigate to the desired site.
2. Locate and select the workflow task list.
3. Right-click on the workflow task and choose “Edit Task Form”.
4. The task details page will open in InfoPath Designer.

Opening the task details page in SharePoint Designer is the crucial first step in customizing the workflow task form. It provides access to the form’s layout and enables you to make changes using the powerful capabilities of SharePoint Designer and InfoPath Designer.

Customizing the Form with InfoPath Designer

Once you have opened the task details page in SharePoint Designer, you can customize the form using InfoPath Designer to make specific modifications such as adding an extended business property. This allows you to tailor the form to better suit your workflow needs.

To get started, navigate to the workflow task workspace in SharePoint Designer and select the workflow you want to customize. From there, you can choose to edit the form in InfoPath Designer 2013. InfoPath Designer provides a user-friendly interface that allows you to add fields, rearrange elements, and customize the layout to match your desired form design.

One powerful feature of InfoPath Designer is the ability to add an extended business property to the form. This allows you to capture additional information or data points that may be relevant to your workflow. By adding an extended business property, you can enhance the functionality and usability of the form.

After you have made your modifications in InfoPath Designer, remember to save the changes and publish the form. This ensures that your customizations are applied and visible to users when they interact with the workflow task form.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.