Settings in SharePoint Forms
Form settings let you configure various parts of form functionality, such as form views, field customizers, Power Automate connections, and more.
To open form settings, click the gear icon in the designer toolbar:
This article covers the different sections of form settings.
Note
These settings are local to each form. New, Edit, and Display forms have separate settings.
General settings
General settings let you manage additional views, import/export forms, restore default SharePoint forms, and define how the form opens in the corresponding list or library.
How to open this form from a list view
Define how the form opens in the corresponding list or library:
Panel—form slides out as a drawer. This is the default option.
Dialog—form opens in a modal dialog.
Fullscreen—form opens in a separate page.
For Panel and Dialog options, you need to select their size as well: Small, Medium, or Large.
Enable the Apply to List web parts property to use this setting with forms opened from List or Document library web parts.
Learn more in the Display Mode article.
Import or export the form
Export the form to your device to back up your form or to use it for a different list or library:
Click Export to export your form as a JSON file.
Click Import to load a JSON form definition from your device.
Restore default SharePoint forms
If you decide you no longer want to use certain forms, select them, and then click the Delete button:
Additional views
By default, the form layout you create in design mode is used for all devices. However, you can create additional views for phone and tablet devices with unique form layouts.
Note
All views share the same custom CSS and JavaScript.
To make a separate form layout for Phone or Tablet devices, click the appropriate device icon:
When you enable an additional view, it initially copies the default desktop view. To edit this view further, switch to design mode and click the corresponding device icon in the toolbar:
To test additional views, use device emulation, a feature available in all modern browsers:
To delete a view for a device, click the view you want to delete. After confirming the action, the desktop view is used for that device.
Field Customizers
Field customizers automatically apply custom rendering in the SharePoint list view. Customizers are created for Ink Sketch, DataTable, Likert Scale, and Lookup controls when you save their data to a SharePoint column.
Here, you can find all field customizers added by the designer:
Note
Deleting a customizer only restores a default view of corresponding columns in the SharePoint list. It does not affect other column settings or their values.
Power Automate
This section covers settings related to Power Automate flows. Learn more about processing form submissions with Power Automate in the Plumsail Forms connector article.
Trigger a flow when the form is submitted
Enable this option to process your form submissions in Power Automate flows:
Important
Enabling this option makes your form submissions go through Plumsail servers and count toward your Public Web Forms submission limit.
Form ID
Copy the Form ID value and use it in the Form is submitted trigger to process submissions from this form:
Form ID option is editable. You can give the same ID to different forms to process their submissions with a single Power Automate flow.
Form schema
Form is submitted trigger receives form submissions as JSON. To parse it, use the auto-generated Form schema:
Update the form schema in your Power Automate flow after you introduced changes to your form.
Connected endpoints
Any active connections to Power Automate are listed in the Connected endpoints list:
