Virto SharePoint Forms for Microsoft 365: Administration and Usage on Virtosoftware Guides & Docs

Adding New Form

Wed, 23 Oct 2024 18:14:34 +0000

Go to a required list in your SharePoint and switch to “Library” or “List” tab. Click on Forms Designer icon on the ribbon. SharePoint Forms for Office 365 will be opened in the new window.

On the page of Virto SharePoint Forms for Office 365 you can create a form view for a folders structure or create a form view for list items in a SharePoint library.

Permissions

Wed, 23 Oct 2024 18:14:45 +0000

You can define custom permissions to the most of elements in your SharePoint Forms. Click the item and scroll down to the “Permission” block to define the visibility.

The element can be visible for all users or you can set custom permissions for limited list of allowed users or SharePoint groups.

Note*: The required fields marked with * are always visible for all users.*

Note*: If a tab or accordion section contains the required fields marked with *, this tab or accordion section with all fields is always visible for all users. However, you can set permissions to other sections or tabs of the same element and apply them to hide other fields. For example, section 1 with required field is visible, but section 2 can be hidden.*

Saving a SharePoint form

Wed, 23 Oct 2024 18:16:47 +0000

You can create SharePoint forms for the following views of an item or folder:

Edit form;
New form;
Display form.

Choose the required view and click save to apply the adjusted form for this view.

Click “Publish” if your form is ready for publishing on your site.

SharePoint Form Templates

Wed, 23 Oct 2024 18:16:56 +0000

You can save created SharePoint form template and use it later for any other list or library. Click the “Export” button and save the template in .txt format.

Choose “Import” button to apply the saved form template to a new form.

Using the Designed Form on a SharePoint Site

Wed, 23 Oct 2024 18:17:29 +0000

When you have adjusted a list form, it appears on a SharePoint site in chosen list item views. SharePoint site users can use this form according to the rights provided by the site administrator. Go to the list and click three dots next to an item. The example of designed edit form is below.

This is how the form looks after the testing adjustment.

Organize the information to appear in your SharePoint lists with a special online solution — Virto SharePoint Forms for Office 365.