Administration and Usage on Virtosoftware Guides & Docs

Adding New Form

Sun, 27 Oct 2024 09:59:53 +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 SharePoint 2013 will be opened in the new window.

On Virto SharePoint Forms for SharePoint 2013 page use dropdown “Select form for edit” to create a new form.

3 form types are available:

Default edit form
Default new form
Default display form

Permissions

Sun, 27 Oct 2024 10:00:18 +0000

You can define custom permissions to the most of elements in your SharePoint Forms.

The element can be visible for all users or you able to set custom permission 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 are able to set permissions to other sections or tabs of the same element and apply them to hide other fields. For example, section 1 with an required field is visible, but section 2 can be hidden.*

Using Designed Form on a SharePoint Site

Sun, 27 Oct 2024 10:03:07 +0000

When you have adjusted a list form, it will be displayed on a SharePoint site in chosen list item views. This form can be used by SharePoint site users according to the rights provided by site administrator.

Now a SharePoint user can fill out this form on the page.

Edit Form

Create form

Display form

This way you can organize adding information to SharePoint lists with a special form designed with Virto SharePoint Forms for SharePoint 2013.

SharePoint form templates

Sun, 27 Oct 2024 10:01:37 +0000

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

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

Saving SharePoint form

Sun, 27 Oct 2024 10:01:32 +0000

You can create SharePoint forms for following form views:

Edit form
New form
Display form.

Select required views by clicking on them and save to appoint a created form to chosen view. You can choose two of views if you will make them identical or apply your form to all views.