Introduction

General information

Plumsail Forms allows you to design beautiful modern responsive forms for SharePoint Modern UI. These forms will work for SharePoint Lists and Libraries allowing you to replace New, Edit and Display forms, to fully customize them, add interactivity to them and much more.

Modern UI

In SharePoint Online, Modern UI was introduced by Microsoft to keep the user experience fresh and bring convenience that was missing in the classic UI. For example, Modern UI is faster, it's responsive and works well with mobile devices.

Here's how Modern UI(left) compares to the Classic UI(right):

SharePoint Modern UI SharePoint Classic UI

Currently, Modern UI is only supported in SharePoint Online and can be switched to Classic UI at any point. Modern UI does not only affect the visual presentation of SharePoint, it also changes some of SharePoint's functionality, thus it requires a different approach when it comes to customization.

Plumsail Forms are specifically designed to work with Modern UI. All forms are build with Modern UI in mind, they are fast, responsive and have few limitations to their complexity. But you can use Plumsail Forms with Classic UI as well, for example, for Lists which are not yet supported by Modern UI, such as Tasks List - but all the forms will open in Modern UI, no matter what settings you have currently set.

If you are interested in customizing SharePoint Forms for Classic UI - check out our Forms Designer product. It has similar functionality and allows you to design complex custom forms for Classic UI in just a few minutes. It also works well for SharePoint 2013/2016. We still fully support Forms Designer, even after release of Plumsail Forms, it will remain essential to us and many of our clients for a long time to come.

Fully customizable, yet simple to use

Plumsail Forms offers a large range of customization when it comes to designing forms. First of all, designing a form is extremely easy. Fields and controls can be just dragged and dropped inside the form. Then, you can use containers such as Tabs and Accordions to separate different parts.

Finally, all elements inside the form are placed on a Bootstrap Grid which allows you to easily position elements in relation to each other and ensure they scale well with all screen sizes. In regards to scaling, Plumsail Forms also offers an easy way to customize forms for tablets and phones, ensuring that mobile users get the best experience.

SharePoint themes are supported and Forms' elements will adjust their colors according the current theme. Further customization is available with custom CSS and JavaScript. With our powerful JavaScript API you'll be able to check field values on the form, dynamically adjust forms' content, validate submissions and much more.

Various custom controls are available for use on the form, such as Ink Sketch that allows users to leave signatures or drawings, for example, mark details on top of an image. Another interesting control is List or Library that allows users to see contents of another SharePoint List or Library, filter its contents and add items or upload documents to it. That is very useful for adding Children elements and binding them to parent element, the process that happens automatically with correct configuration, no code required.

Last, but not least, you get the ability to create more than one form for a list. In fact, you can create different forms for users from different groups and automatically redirect users to the correct form. Not only that, but you can write custom rules for redirection, based on item's values and/or user's properties, and make sure that you provide the appropriate form in all circumstances.

Find out how to install the product here.