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Customize a SharePoint List Form using InfoPath 2010

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Today sees the launch of our new "5 for forms" video demo series. In this series, we will demo a cool new InfoPath 2010 feature or scenario in less than 5 minutes.

In the 1st video of the series, Daniel Broekman, a program manager on the InfoPath team will show you how you can customize a SharePoint list form with just a few clicks:

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We will post the next video in the series "Create tabs using Picture buttons"  after the holidays on January 7th.

Enjoy!

Comments

  • Anonymous
    December 17, 2009
    Awesome feature and video! In fact we had this requirement in MOSS 2007 project and we ended up using Data Form Web Part. Here's the hard question. How can we make this deployable in different enviroment using WSP with features? I am guessing export this web part and stick it in ONET. This is what we currently did for one of the customer for MOSS 2007 by designing DFWP in SPD and then exporting DFWP and add it in ONET.xml. But the whole cycle of design-export-deploy is just painful when it comes to WSP. Prashant

  • Anonymous
    December 18, 2009
    Hi Prashant, All you need to do is save the list as a template. In SharePoint, go to the list settings and under Permissions and Management, select save list as template. This will create an stp file that is saved to the list template gallery. On your new site, click site settings and under Galleries, select List templates. Upload the stp. Now when you create a new list, you will be able to select the list template that you uploaded. Hope that helps! Laura Harrington (InfoPath team)

  • Anonymous
    December 22, 2009
    The comment has been removed

  • Anonymous
    January 04, 2010
    This is a great feature. BUT, when you try it for a document library, the following error is thrown: 'The SharePoint list form can't be customized with InfoPath because fields of an unsupported data type are marked as required, or because fields are corrupted. In SharePoint, try deleting the columns or editing the column properties to remove the required' Is this a known bug? It seems odd that you have the option to customise the form in the ribbon but cannot actually do so?

  • Anonymous
    January 05, 2010
    Office 2010 pricing and SKUs announced. I can't upgrade to InfoPath 2010 from 2007 without a volume license? Please put InfoPath in Professional or bring back Ultimate SKU.

  • Anonymous
    January 11, 2010
    Hello Daniel and Laura, Nice to see it's so easy to change SharePoint forms. I have a couple of questions though, based on feedback I got from clients.

  • You advised Prashant to use stp templates. However we always use site content types. So can we use this functionality when we deploy our sharepoint solutions?
  • Is it possible to customize the layout to remove the sharepoint list form chrome? We know still see the old chrome. We would like to to change the whole dialog with the custom one. Our clients who change the layout always want to update the whole experience, not some parts of it. I guess we should be able to add custom buttons.
  • You added some validation on the date field. Am I correct to assume this validation is only carried through this form? If I pick the datasheet view, I will still be able to change the form to a past date. I think it would be more logic to add such logic to the field setting. It's those kind of questions and requests that customers tend to ask. And they are, quite frankly, pretty important ones. They usually mean switching to technologies and techniques, other than InfoPath. I hope you guys keep these remarks under consideration. Tom Nys Technical SharePoint Consultant

  • Anonymous
    January 12, 2010
    Hi Josh, Thanks for your comment. We don't support customizing document library forms in InfoPath. This error should not appear in the final released product. Laura Harrington (InfoPath Team)

  • Anonymous
    January 12, 2010
    Hi Tom, Thanks for your feedback and questions. See answers below.

  • Can you provide more details on the scenario? Are you referring to an InfoPath site content type for a document library (not list)? If so, in order for this to work on another site, you would need to package the entire site as a WSP (as opposed to just an stp of the library).
  • It is possible to remove the toolbar ribbon by modifying the Form Web Parts on the list pages. Navigate to the list and on the List tab, in the Customize List group, select the Modify Form Web Parts option. Under Content Type forms, you will see 3 forms - New, Display and Edit. Each of these forms consist of an aspx page with an InfoPath Form Web part on it. If you select the New form, it will launch the page in edit mode. You can then modify the InfoPath Form Web Part properties and clear the "Show InfoPath ribbon or toolbar" in the Web Part tool pane. You can follow the same steps for the Edit and Display forms. Let me know if that does not answer your question
  • You are correct, the validation in the InfoPath form does not get carried over to datasheet view. You would have to implement separate validation in SharePoint for the datasheet view. Please let us know if you have additional feedback or questions. Thanks, Laura Harrington (InfoPath Team)
  • What is the best way to switch to an editable form from the display form? I wasnt to go from the displayifs.apsx page to the editifs.aspx page from within the form if possible. I can use custom ribbon actions, but...
  • I am unable to get a ribbon to appear in the displayifs.aspx hosted views. My custom actions appear in the DispForm.aspx but not the InfoPath page of displayifs.aspx.
  • I cannot get a picture button (or any control for that matter) to react in the displayifs.aspx page unless I change ListFormMode from ReadOnly to Editable on the aspsx page, which I do not want to do. I have set the picture button to not be hidden in read only and it renders but does not respond to a click event, the other controls simply do not render. Is this Beta 2 functionality, or will it be consistent through RC and RTM? Thanks, Landon

  • Anonymous
    February 01, 2010
    Hi Landon, I've posted a response to your 1st question on the MSDN forum. Can you provide more details on the 2nd question above? What scenario are you trying to enable? We are aware of the issue with picture buttons in read-only views and are looking into it. Thanks, Laura Harrington

  • Anonymous
    June 10, 2010
    The comment has been removed

  • Anonymous
    June 10, 2010
    The sound works when I play the video. What about when you play it directly from Channel9? channel9.msdn.com/.../InfoPath-2010-Customize-a-SharePoint-List-Form ?

  • Anonymous
    June 24, 2010
    Why Customizing forms are not supported on all the lists? As a consultant, it is really tough for us to remember which type of list supports custom forms. e.g. Custom Lists and Issue Tracking List supports the custom forms but External Lists doesn't support the custom Infopath forms? Is there any reason? Nik

  • Anonymous
    June 25, 2010
    This feature is supported for external lists. Please see this video: blogs.msdn.com/.../customize-an-external-list-form-in-infopath-2010.aspx

  • Anonymous
    July 26, 2010
    Sharepoint forms cannot be connected to Outlook 2010. When I try to Connect to Outlook, the outlook folder will just display .xml data and not a clear rendering of the form. Has anybody else encountered this error?

  • Anonymous
    November 15, 2010
    The comment has been removed

  • Anonymous
    December 22, 2010
    Hi, I've made two content types asociated to a task list. I've modified the content type form using infopath as you show in this video. I've created an element of content type A and another of content type B. Is there any way (without programming) to get that the correct form opens depending on the content type of the element?

  • Anonymous
    April 14, 2011
    Video is no good as the screen demo part is blurry.  Not sure why as Daniel looks fine.

  • Anonymous
    September 28, 2011
    I've gone into infopath, created a new item form which I want to now associate as the default to a list - I have the form connect to the list as it auto-populated the fields. The problem is I have to run in Version 3 mode.  How do I tell the server that this new form should be the default (the same for edit and disp). It's not obvious to me in either infopath, SPD, or list settings using version 3 interface. thanks

  • Anonymous
    November 30, 2011
    I have designed a form in infopath 2010 and would like to publish it on the sharepoint. My manager wants to view it as a web page format. He does not want to click on add document and the open the file on the server. He wants it to be displayed on the website itself. Can anyone help me as to how to go about it? Thanks.

  • Anonymous
    December 04, 2011
    I'm trying to learn to create forms on sharepoint.  I can't get the video (above)to play, it is just a black screen.  I did download Silverlight. Sheri

  • Anonymous
    February 22, 2012
    Need enterprise edition and form service

  • Anonymous
    April 26, 2012
    Hello, I have a problem that it seems to be impossible to solve. I'm using multiple selection forms with two infopath lists. I have the same options in those fields of the two lists. I've been trying to pass the options selected on one list to another by workflow of Datapolis. I don't know how, but the options are repeated on the destination list. I spoke with datapolis and they said me that is not they problem. The problem is on infopath. I've been searching a long time... maybe the problem is on blank default values of multiple selection fields, but I've checked it and it doesnt work... I don't know what to do... Maybe I can speak with someone from infopath or whatever... Please. Thanks in advance.

  • Anonymous
    May 14, 2012
    Is this video meant to be the hi res version?  It's terrible at full screen. Can't see a thing.

  • Anonymous
    January 24, 2013
    Is there any way to customize a Discussion List?  I want to change the style, just like you did to make the new dicussion "pretty!"  I'd also like to have some conditional features, but if I can't, then I can't.

  • Anonymous
    November 13, 2013
    Nice but way too quick to really figure out how this is done

  • Anonymous
    November 26, 2013
    Hi, Thanks for the great video. I have an InfoPath form which is connected to a list. There is one field named Start Time (Date and Time Picker) and a button named "Book" I want to check if the user select a time which is already exist in the list, then Book button will be disabled. The problem is I don't know how to check a value with all the items of a list.

  • Anonymous
    March 13, 2014
    Can you speak a little faster please? :-)

  • Anonymous
    April 24, 2014
    The comment has been removed