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Adding New Form

Opening the Virto Forms designer

Open the list. In a modern list, click Virto Forms on the command bar.

Virto Forms on the command bar of a modern SharePoint list

In a classic list, open the List tab of the ribbon (Library in a library) and click Virto Forms in the Customize List (Customize Library) group. In a calendar, the button is on the Calendar tab of the ribbon, in the Customize List group.

Virto Forms button in the Customize List group of the classic List ribbon tab

The Virto Forms button is shown to users with the Add and Customize Pages permission (the Design or Full Control permission level).

From the command bar, the Virto Forms designer opens in a new tab; from the classic ribbon, in the same tab. The first time you open it for a list, a short guided tour shows the parts of the designer; click Next to go on or Skip All to close it.

First step of the guided tour in the Virto Forms designer, pointing to Basic Controls, with Next and Skip All

Forms and content types

Forms are designed per content type: every content type of the list has its own New, Edit and Display form. Click Change Form to pick one, for example (Item) Edit Form; the Fields panel lists the fields of that content type. Reset returns the current form to the standard SharePoint form. Reset all forms does this for all forms of every content type of the list.

Change Form menu of a document library with the New, Edit and Display forms of the Document and Folder content types

The designer ribbon

The ribbon tab Virto Forms has these groups:

  • General — Back to list.
  • Save — Save; Edit Form, New Form and Display Form choose which forms the design is saved to (see Saving SharePoint form).
  • Manage Forms — Change Form opens another form of the list (unsaved changes are lost); next to it is the current form, for example (Item) Edit Form.
  • Manage Layouts — the Layouts list (Default) with the Edit, New and Delete buttons (see Layouts below).
  • Settings — JavaScript, CSS, General, Reset and Reset all forms.
  • Import & Export — save the design to a file and load it into another list (see SharePoint form templates).
  • Information — the app version and the list.

Virto Forms ribbon tab of the designer with the General, Save, Manage Forms, Manage Layouts, Settings, Import & Export and Information groups

Layouts

A form can have several layouts. Default is created with the form. To add another one, click New in the Manage Layouts group (the form must be saved first). The Create a layout window has Layout name, Priority, Allowed User Groups and Allowed User(s). Pick a layout in the Layouts list to edit it; Delete removes it. The Default layout cannot be deleted. When New or Delete is unavailable, its tooltip says why.

Create a layout window with Layout name, Priority, Allowed User Groups and Allowed User(s)

Designing the form

Drag fields from Fields and controls from Basic Controls onto the form. A field placed on the form is removed from the Fields list.

Designer with the Fields list, Basic Controls and a form with two tabs and the Title field

When you drop a control, a new section appears on the form.

New section added to a SharePoint form using drag and drop in the designer

In the right part you can define additional parameters of chosen controls.

For example, you can type titles for both tabs and press “Save” button to save changes.

Control properties panel for typing tab titles before saving the form changes

Also, you can change text color, style and size or add JavaScript link and CSS styles to chosen control to change its appearance.

Control settings for text color, style, size, and custom JavaScript and CSS links

Virto Forms allows you to define label text appearance of the list fields, using css class and custom styles. Also, you can hide label text by unchecking box “Visibility”.

In the properties of a field:

  • Size — the width of the field value in pixels (230 by default).
  • Field name above the field value — show the field name on its own line above the value instead of to the left of it.
  • Date Format (date and time fields) — the format the date is shown in, for example dd.MM.yyyy HH:mm. Leave it empty to use the regional settings of the site.

Properties of a date field: field name text and font, Visibility, Size, Field name above the field value and Date Format

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.

You are able to locate in one row no more than 3 controls. But you can place only one control in a row inside Tabs and Accordions.

Form row holding up to three controls placed side by side in the designer

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

Remove button used to delete a selected control from the SharePoint form

Note: You can’t put accordion form in any tab, as well as it is forbidden to place a tab in accordion form.

Note: you can add any fields from the current list with no Read-only rights.

Note: it is impossible to add fields of “Attachment” type.

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

Note: calculated fields are not available on the New and Edit forms.

Updated on November 13, 2026
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