Adding New Form

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.

Forms Designer icon on the SharePoint List or Library tab of the ribbon

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.

Virto SharePoint Forms page for creating a form view for list items or folders

You can define the form for a list item or folder:

Choosing whether to define the form for a SharePoint list item or a folder

You can define the edit, view or display dorm:

Selecting the edit, view or display form type in Virto SharePoint Forms

All the existing fields of the list are displayed on the right.

Existing SharePoint list fields listed on the right of the form designer

Basic controls for the SharePoint form are under the list fields.

Basic controls panel located beneath the list fields in the form designer

Now you can design a SharePoint form, using drag and drop function. Pick an item and drag and drop it to the form.

Dragging and dropping a field onto the SharePoint form to design it

The chosen item appears in the form.

The chosen control placed on the SharePoint form after drag and drop

To define additional parameters of the chosen controls, click the gear icon in the right top corner of the form.

Gear icon in the top right corner of the form for control parameters

Here you can define the title of your form, its priority, width and permissions.

Form settings panel defining title, priority, width and permissions

To make changes for the fields, just click the added field. Here you can change the title, define the label properties and control properties.

Field settings for changing the title and label and control properties

You can also adjust the appearance of controls, for example, tabs. Click the control and make the required changes: title, text color, style and size as you wish.

Adjusting tab control appearance: title, text color, style and size

Accordion, tab, and panel have additional field ID. This code is used, when you enhance your forms with build-in JavaScript editor.

Field ID setting for accordion, tab and panel controls used in the JavaScript editor

You can add any amount of sections and fields from the current list and place them in several rows under each other or locate 3 elements in a single row.

Note*: no more than 3 controls should be located in a single row.*

Form layout with sections and fields placed in rows, up to three controls per row

Remove chosen controls from your form by clicking “Remove” button or using drag and drop feature.

Removing a control from the form with the Remove button or drag and drop

Note*: you can add any fields from the current list if you have more rights than “Read-only”.*

Note*: you can’t add fields of “Attachment” type.*

Note*: fields from the lists of “Document Library” types are not supported.*

Note*: “Recurrence” and “All day event” fields from lists of “Calendar” type are not supported.*