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Forms › Documentation › Generating PDF documents based on SharePoint forms
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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

Generating PDF documents based on SharePoint forms¶

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

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