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Plumsail web parts for SharePoint pages

Important

You need to update the app package to be at least 1.1.0.4 or higher.

Use Plumsail Forms web parts to display custom forms and list data directly on SharePoint pages.

Follow the steps below to add and set up Plumsail web parts.

See Using web parts on SharePoint pages for detailed instructions on adding web parts to SharePoint pages.

Public web form

To publish a public web form to a SharePoint page, do the following:

  • Design a public web form and save it.

  • Once the form is saved, the form ID will appear in the URL of the designer. Copy it to the clipboard:

    Public form ID

  • Add Plumsail Form web part to a SharePoint page:

    Add web part

  • Click Configure to open the web part settings, select the Public type, and paste the form ID:

    Configure web part

SharePoint form

To publish a SharePoint form to a SharePoint page, do the following:

  • Add Plumsail Form web part to a SharePoint page:

    Add web part

  • Click Configure to open the web part settings, select the SharePoint type:

    Configure SharePoint web part

  • A form can be located on another site or site collection. Enter the SharePoint site URL where a form is located:

    Site URL

  • Select a list name, form type, and content type from the dropdowns:

    Form location

  • For Edit and Display forms, specify the item ID.

    It can be a static ID:

    const ID

    Or the item ID can be taken from the page’s URL, which you can modify before sharing a link with users:

    Query parameter

SharePoint list

Plumsail List web part allows you to add a SharePoint list or library view to a SharePoint page. The web part is based on the List or Library control and supports advanced column formatters.

To add Plumsail List web part to a page, do the following:

  • Add Plumsail List web part to a SharePoint page:

    Plumsail List web part

  • Click Configure to open the web part settings.

  • A list can be located on another site or site collection. Enter the SharePoint site URL where a list is located:

    Site URL

  • Select a list name and view from the dropdowns:

    Plumsail List web part configuration

  • Specify a root folder name to limit the view to a specific folder. Users will not be able to navigate outside this folder:

    Root folder

  • Configure the following in Settings:

    Settings

    • Show title — show or hide the title of the web part.

    • Read-only — sets the list view to read-only mode. When enabled, users will not be able to edit or create items in the list.

    • Lock column — locks the first column when scrolling horizontally.

    • Editing — select the editing mode:

      • Inline — allows editing directly within the list view.

      • Dialog — opens a dialog to create new and modify existing items.

    • Height — the web part dynamically adjusts its height to fit the content. Set the height in pixels to limit its vertical size. A vertical scrollbar will appear if the content exceeds the defined height.

    • Custom JS — customize the behavior of the web part and add custom column formatters. The code is executed when the web part is loaded.