Getting started

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

User guide

• Settings
• Form sets
• Containers
• Controls
• SharePoint fields
  • Single line of text
  • Multiple lines of text
  • Location
  • Number
  • Currency
  • Date and Time
  • Lookup
  • Yes/No
  • Person or Group
  • Choice
  • Hyperlink
  • Calculated
  • Image
  • Task Outcome
  • Managed Metadata
  • Attachments
• Common fields
• JavaScript
• CSS
• SharePoint form panel
• SharePoint web part
• Microsoft Teams tab
• Forms versioning

Provisioning forms

• Provisioning API
• Provisioning forms (samples)
• Provisioning Form sets and Panel (samples)

Examples

• Ticket management system
• Dynamic form for a user group
• Conference room reservation system
• Discussion within a SharePoint form
• Version history within a SharePoint form
• Organize related docs in libraries and folders
• Duplicate item button for List or Library
• Move new form page to another location

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
• Open edit form by default for a user group
• Open form in a dialog

Generating PDF documents

• Save SharePoint form as PDF
• Generate PDF from DOCX template with Plumsail Processes
• 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