Open any SharePoint form in dialog in Microsoft 365 (Modern UI)

With the latest update to Plumsail Forms, you will now be able to open any of your custom SharePoint Forms in dialog from any other form. This can come handy in variety of situations, perhaps you already have one where you want to use it, and we’d like to tell you all about it!

Open Form from another Site Collection in dialog

Normally, it’s not possible to open form from another Site Collection while staying within the current one, but now it’s doable.

Not only that, but you can also open a form and take some data from the parent form with you, which then can be used in any way you see fit. For example, we can automatically copy the Description field from parent and fill it in inside the dialog. Of course, you can pass as many fields as necessary.

It’s also possible to detect whether the form in dialog was saved or not, and if it was, it’s possible to return this data to parent form. This can be useful for knowing if the item was created, or for simply storing the information in both places.

Open Edit or Display Form for Lookup field in Dialog

Another potential use of this feature is to open Edit or Display Form for a Lookup field in dialog. Let’s say you have a form with a project selected, and the Project field is a lookup.

Now, you can allow users to take a look at the project right away, by simply clicking the button and opening the form in dialog, just like this:

Conclusion

These are the most rudimentary use cases which we think can still show the potential of the feature. Now, there are no limits to how complex this can get, depending on your needs — you can have very complex custom logic and interactions between dialog windows, opening more than one dialog at once and much more.

For more information on Dialogs check out our documentation here.