Dynamic Form Setup And configuration

Add dynamic forms Application Installation

Add dynamic form webpart on the page

• Open the page where the webpart needs to be added
• Edit the page and add the webpart (To know how to add a webpart to a page, click here)
• After adding the webpart, open the property pane by selecting the “edit”  icon of the webpart
• The pane opens on the right side and different options to configure the dynamic form are available

Create Form using New List

• Create new form
• Add new form fields

Create Form using New List Guide Video

Easy to customize, No coding knowledge required .

Create Form using Existing List

• Add Title for the form
• Select an existing sharepoint list from the current site using the dropdown control
• Post selection of the list, the fields of the list gets populated in the below dropdown
• By default all the fields will be selected to show on the form.
• The mandatory fields will be prefixed with “*”. Eg: “* Title” and cannot be unchecked
• You can use the dropdown “Select the fields to be displayed in the form” optionally to uncheck the fields if any which need not to be shown in the form
• You can use the dropdown “Select the fields to be shown as readonly in the form” optionally to choose to disable columns which you intend to keep read-only
• After finalizing your changes, close the property pane, save and publish the page

Add or remove list fields on the form

• Edit the page and open the property pane of the dynamic form
• Use the dropdown “Select the fields to be displayed in the form” to uncheck the fields that is not required to be shown in the form
• Use the dropdown “Select the fields to be shown as readonly in the form” to uncheck the fields that needs to be shown as read-only
• After finalizing your changes, close the property pane, save and publish the page

Set specific column(s) read only or disabled for edit

• Edit the page and open the property pane of the dynamic form
• Use the dropdown “Select the fields to be displayed in the form” to uncheck the fields that is not required to be shown in the form
• Use the dropdown “Select the fields to be shown as readonly in the form” to uncheck the fields that needs to be shown as read-only
• After finalizing your changes, close the property pane, save and publish the page

Sort column orders on the form

• Edit the page and open the property pane of the dynamic form
• Choose the “Order Column” button
• A new window is open where you can shoose the order of the list form. Once done with the changes, choose OK and close the column order window
• You can refresh the page to see the order effect
• After finalizing your changes, close the property pane, save and publish the page