logo
Forms
Jun 11

How to create a Power Apps form for SharePoint New, Edit and View mode

Customer Support Engineer

In this Power Apps tutorial, you'll find out how to use Power Apps platform to customize different layouts for SharePoint New, Edit and View modes within the same form, how you can personalize these forms, and how to open the correct layout based on the form mode.

In this article

 

Frequently asked questions

What is a New SharePoint list form?

A New SharePoint list form is a customizable form used to input new items into a SharePoint list. It lets you fill in data in a consistent and organized way. You can customize it to include different fields and rules to fit your needs. There are also Edit and View mode forms to edit and view existing list item.

New form  

What is a New form in Power Apps?

A New form in Power Apps is a customizable form used to create new records in a data source, such as SharePoint, SQL, or Excel.

How do I edit SharePoint forms in Power Apps?

To edit the SharePoint form in Power Apps, open your SharePoint list, go to the "Integrate" menu, select "Power Apps," and choose "Customize forms." This opens the form in PowerApps, where you can make changes. Save and publish when you're done. Further in the article, we'll look at how to set different SharePoint form modes (New, Edit, View) using Power Apps.

How to make unique layouts for new, edit and view mode?

Set up a SharePoint list

First of all, you need to create a SharePoint List with all the required columns. In this case, we've created an Asset list, which will contain various assets that your office or company might have:

Asset list  

For this, you can create your own list like we did, or use Asset manager template from Microsoft:

Asset manager template  

Customize SharePoint list forms with Power Apps

Then, you need to go to List Settings and click on the Form Settings:

Form settings  

And customize the form in Power Apps:

Customize in Power Apps  

This will automatically create one form with all the fields, which can be used for New, Edit and View modes:

Default form  

This means that the same form will open when user creates an item, or when an item is opened for viewing or editing. This can work in some cases, but presents a limitation, for example, not all fields might be necessary on new form and will only clutter it, or users might need to see additional info when an item is opened in view mode.

Create New, Edit, and View form in SharePoint using PowerApps

In order to customize forms for different modes, first, I duplicate default screen twice:

Duplicate screen  

Then I rename each screen to screenNewForm, screenEditForm and screenViewForm, plus rename each form to newForm, editForm, viewForm:

Rename screens  

Now, we can customize each form, for example, we can remove In Use, Assigned To and Return Date fields from the New asset form, as this will only be necessary when an asset is already in the system and ready to be assigned:

New form customized  

Open New, Edit, or View Power Apps form based on user input

To open correct layouts, update the formulas in SharePointIntegration control > Advanced section, select OnEdit and update the formula to:

EditForm(editForm);Navigate(screenEditForm)

We'll do the same for OnView & OnNew, but change form name and screen name to match the mode.

Sharepoint integration  

Finally, update both OnSave and OnCancel to include both edit and new form:

ResetForm(editForm);ResetForm(newForm)
SubmitForm(newForm);SubmitForm(editForm)

Save and publish the form:

Save and publish  

This will allow users to open correct forms in SharePoint where each one is customized according to your needs:

New asset  

If you liked this approach, but would like to do even more with Power App forms, for example, add Gallery for selecting items on the form, check out an article by Matthew Devaney, where he has a similar, but slightly different, approach.

Matthew Devaney
Forms are the most important skill you can master on your journey to becoming a master Power Apps maker. A single form in Power Apps can be used to create a new record, edit an existing record or view a record depending on its mode.
Matthew Devaney, a Power Apps developer living in Winnipeg, Canada 🇨🇦 who is slightly obsessed with cats 🐱

Create New, Edit, and View form in SharePoint using Plumsail Forms

If you're looking for an alternative approach, don't want to write complicated formulas, deal with clunky UI, or if you want more control over your form, you can check out Plumsail Forms for SharePoint.

Same functionality can be achieved by simply opening form in an editor where you can select which form you want to customize: New, Edit or Display, and they correlate directly to the SharePoint form modes:

plumsail-forms-selection  

You can save all three at once, or customize them individually right out of the box:

Plumsail Forms  

Moreover, you'll find out that you can customize forms for different devices when form is opened in a browser, such as tablets or phones:

Plumsail Forms Views  

And even create unique forms for individual users, or user groups in Microsoft 365 or SharePoint, or any other conditions with our Form Sets:

Plumsail Form Sets  

Here's how the form will appear in SharePoint after spending less than 1 minute in editor, the panel is fully supported:

Plumsail Forms open  

These are only the tip of the iceberg, many more features are available out the box, ready for you to use. For more information, checkout our article Best alternative to Power Apps for Microsoft SharePoint forms.

Gary Schultz
This is what Power apps should be. User friendly. Power features.
Gary Schultz, Microsoft 365 Architect and Solutions Builder

Try Plumsail Forms for SharePoint

The product is very easy to install and use, get started with 30 days free trial of Plumsail Forms for SharePoint Online by following the installation instruction in our documentation, which includes a full video walkthrough.

If you're using SharePoint 2019 or Subscription Edition, follow the SharePoint On-Premises installation guide.