Getting started

  • Installation to Microsoft 365
  • Installation to SharePoint 2019/SE
  • Design forms
  • Troubleshooting

User guide

  • Settings
  • Form sets
  • Containers
  • Controls
  • SharePoint fields
  • Common fields
  • JavaScript
  • CSS
  • Display mode: panel, dialog, fullscreen
  • SharePoint web parts
  • Microsoft Teams tab
  • Forms versioning

Provisioning forms

  • Provisioning setup
  • Provisioning API
  • Provisioning forms (samples)
  • Provisioning Form sets and display settings (samples)

General

  • YouTube
  • Licensing
  • Manage subscription
  • Billing and payments
  • Privacy policy
  • Data protection and security
  • Version history (Microsoft 365)
  • Version history (SharePoint 2019/SE)

Multilingual support

  • Create forms in multiple languages
  • Align fields to the right for Arabic, Hebrew and other languages

Navigation between forms

  • Generate a link to a SharePoint form
  • Redirect user after form submission

Generating PDF documents

  • Save SharePoint form as PDF
  • Generate PDF from DOCX template with Plumsail Documents
  • Generate PDF from DOCX template with Word Online (Business)

Integration with Power Automate

  • Send e-mail notification after submitting SharePoint form
  • Start flow after submitting SharePoint form and wait for results
  • Start flow from List or Library and pass selected items
Documentation › Table of contents

Plumsail Forms for SharePoint

Getting started

  • Installation to Microsoft 365
  • Installation to SharePoint 2019/SE
  • Design forms
  • Troubleshooting

User guide

  • Settings
  • Form sets
  • Containers
  • Controls
  • SharePoint fields
  • Common fields
  • JavaScript
  • CSS
  • Display mode: panel, dialog, fullscreen
  • SharePoint web parts
  • Microsoft Teams tab
  • Forms versioning

Provisioning forms

  • Provisioning setup
  • Provisioning API
  • Provisioning forms (samples)
  • Provisioning Form sets and display settings (samples)

General

  • YouTube
  • Licensing
  • Manage subscription
  • Billing and payments
  • Privacy policy
  • Data protection and security
  • Version history (Microsoft 365)
  • Version history (SharePoint 2019/SE)

Multilingual support

  • Create forms in multiple languages
  • Align fields to the right for Arabic, Hebrew and other languages

Navigation between forms

  • Generate a link to a SharePoint form
  • Redirect user after form submission

Generating PDF documents

  • Save SharePoint form as PDF
  • Generate PDF from DOCX template with Plumsail Documents
  • Generate PDF from DOCX template with Word Online (Business)

Integration with Power Automate

  • Send e-mail notification after submitting SharePoint form
  • Start flow after submitting SharePoint form and wait for results
  • Start flow from List or Library and pass selected items