Monday, July 1, 2013

SharePoint 2013: How to make a custom form using InfoPath

Here is a brief walk-through of creating a custom form using InfoPath. I am using InfoPath 2010 and SharePoint 2013.

  • Create a SharePoint Custom List and add some fields. For the purpose of demonstration, I just added some site columns.
  • Click on List in the ribbon, then choose Customize Form (in the Customize List section) 
  • InfoPath will launch with your fields from the SharePoint list in the form. Arrange them how you like. Add section dividers, explanations... I even took off a field that I have a workflow tool filling out after the item is submitted and I don't want the user to touch directly.
  • I found the form was missing a Submit button. On the Home tab, expand the Controls section and click on Button(in the Objects section) 
  • Right-click the button and choose properties. Choose Submit for Action, then click on OK.
  • Publish the form template back to SharePoint. In InfoPath, click on the Home tab and choose Quick Publish. Make sure your SharePoint site location is listed. 
  • The next time you click on New Item from that list, you will be editing the InfoPath form.

No comments:

Post a Comment