New form can be created by setting following properties of the Vike forms designer Add-In
Form Title - Title of the form
Source list - List on which the form is to be created
Header type - Header options for the form, can select any of the following
Layout - Layout options for the form, can select any of the following
Vike Forms is an intuitive solution for SharePoint Online, 2019 and 2016 that allows non technical users to create interactive, better looking forms quickly, use our custom forms to add data to lists, you can create multiple forms on a list with different fields/columns to abstract data from different set of users.
Vike forms solution contains two Add-Ins Vike forms designer enables users to create and publish forms and Vike forms webpart to manage list data through form.
Once the properties are configured form is rendered in the webpart body, where Fields can be deleted, rearranged by dragging and dropping to a new position.
Users can create multiple forms on a SharePoint list with different fields. It is advisable to have all mandatory fields/columns from source list on the form though it is not a restriction.
Field properties can be set to work within the forms context, Title, description and required validation can be set by clicking on 'Field Properties' button for each field.
Display (visibility) rules and value rules can be added for each field, you can add multiple rules for a field,
Value rule sets value of field based on the condition defined in rule.
For detailed explanation of Field properties, rules and other settings check Vike forms Installation and Settings
Once completed save the form for publishing later or publish, saved form can be edited any time on the Manage forms dashboard.
Published forms are available in Vike forms webpart for configuration and managing data.
Border, Background Colour and Fonts can be selected for forms in the styles section.
Borders: Border Width, Border Style, Border Colour, Border Radius can be set in the border section.
Background: Background colour can be set in the background section
Fonts: Font-family, weight, style, size and colours can be set for Labels and Controls separately.
Font-Family: Standard web safe fonts are currently added to choose from
Check out Vike forms Installation and Settings document for detailed settings
Sections layout allow you to add multiple sections on the form with different fields, layout, border, colour, rules. New section can be added by clicking the Add Section icon button at the bottom
Each Section has an optional title with option to set colour. You can select/unselect fields to map with the section, fields within the section can also have field properties as discussed in field properties above.
Addition to form styles each section has its own Layout, Border and Background colour properties, Section layout has One, Two, Three, Four column options.
Similar to Field rules sections can also have visibility rules and can be set in the Rules section.
Created forms can be managed on the Manage forms page, functionality to Add New, View, Edit, Delete and Publish form is available in the Manage forms dashboard.
Saved forms are in draft mode and can be edited by clicking edit button against the form in the grid.
Published forms are not editable, to edit a Published form it should be unpublished first.
Forms can be searched for title and paging and sorting is enabled by default. Items per page can be changed from the dropdown in the header section. Default paging value is set in the Settings section of designer.
List extensions allow users to directly open published/linked form from the custom list toolbar. Check the toggle button next to form to enable extension for the list.
*Currently list extensions are only supported in Modern experience and for Custom (Generic) lists, not to default list types like Announcement, Contact etc.
When extension is enabled for a list New Item button with Vike logo is added to list toolbar, On click opens a new item in the linked form.
When an item is selected from the list view, View Item and Edit Item buttons with Vike logo are visible in the toolbar which opens the list item in display and edit mode in the linked form.
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