• Table of contents

Getting started

• Installation to SharePoint Online (Office 365)
• Installation to SharePoint 2019
• Designing forms

General

• Version history (SharePoint Online)
• Version history (SharePoint 2019)
• Roadmap
• YouTube channel
• Licensing
• Privacy policy
• Data protection and security

Designer

• Ribbon actions
• Form sets
• Containers
• Controls
• SharePoint fields
• Common fields
• Field customizers
• SharePoint web part
• SharePoint form panel

JavaScript framework

• Introduction
• Manager
• Containers
• Controls
• SharePoint fields
• Common fields
• Toolbar
• Dialog

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
• Organizing related docs in libraries and folders
• Duplicate item button for List or Library
• Embedding forms into Microsoft Teams
• Transferring new form page to another location

Complex layouts

• Organize content with Grids
• Manipulate Tabs, Accordions, and Wizards with JavaScript
• Align fields to the right for Arabic, Hebrew and other languages
• Restore previous versions of a form

Personal forms

• Personalize form based on user group in SharePoint or Azure AD
• Open edit form by default for a user group
• Create forms in multiple languages

Navigation between forms

• Redirect user after form submission
• Open any form in dialog from another form
• Generate link to SharePoint form

Working with fields in JavaScript

• Populate, hide, disable, make mandatory fields
• Date and Time: calculate difference, adjust values
• Data Table: populate cells, calculate totals, duplicate rows
• Get field values of a parent form from a dialog
• Populate common Drop Down field with values from a SharePoint list
• Populate Drop Down column of Data Table with values from a SharePoint list
• Populate fields with profile information

List or Library control

• Create forms with related items or documents
• Change the root folder dynamically
• Filter related items or documents dynamically
• Update properties of uploaded files
• Add or customize buttons in the toolbar
• Handle fields in inline editing mode
• Customize view of columns

SharePoint Lookup field

• Customize appearance of search results
• Filter by another field: Lookup, Person, Choice
• Filter by another field with JavaScript
• Configure cross-site lookup field
• Search and filter large lists (more than 5,000 Items)

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