Tuesday, October 27, 2015

Changing the default SharePoint list forms using InfoPath

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In a recent post I showed you how you could access InfoPath with Office 2013. Even though Microsoft has deprecated InfoPath 2013 it is still supported for quite a while and is a quick and easy way to start customising the look and feel of SharePoint, especially forms.

When you enter information into a standard SharePoint list you get the standard ‘look and feel’ as you see above.

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You can modify this ‘look and feel’ using InfoPath. To do this select the List tab at the top of the page.

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Then in the Customize list section to the right, select the Customize in InfoPath button.

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You should now see InfoPath launch on the desktop (you’ll obviously need it installed on the local desktop prior).

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In the middle of the page you will see a form like the one you saw when in SharePoint but in a different layout, font, style, etc.

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Don’t make to changes to anything but simply select the Quick Publish button on the quick launch toolbar in the top left. It is the third button from the left as shown above.

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You can also select File | Quick Publish if the quick start button is unavailable.

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After a few moments you should receive a message that the form was successfully published as shown above.

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If you now return to SharePoint and edit or create a new item you will see that that the form displayed has changed to match that from InfoPath as shown above. InfoPath has in effect has created new display, edit and create forms for this list in SharePoint.

The idea now will be to start customising these forms further using InfoPath and then ‘publishing’ them back to the SharePoint site. However, that will be the subject of upcoming posts.

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Now what happens if you want to revert back to the original SharePoint forms and remove the InfoPath ones? To do this, select the Sites tab and then the List Settings button from the ribbon.

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Then select Form settings at the bottom of the first column on the left which has the heading General Settings.

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Select the option to Use the default SharePoint form (and optionally to Delete the InfoPath form from the server).

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Now when you return to work with the list you should see the default SharePoint form displayed as shown above.