Join Gini von Courter for an in-depth discussion in this video Modifying form layout, part of SharePoint 2013: Customizing List Forms.
- I have a basic layout table here that has labels on the left, and those labels are simply the column names that I've pulled over from SharePoint. They're not properly formatted so I might want to have Employee space ID and Hire space Date, so I can make those kinds of changes. I can work with the table I have here or I might choose to do something a little more dramatic for my layout and actually start with a different table. If I wish to do that, here are my choices. I can insert something, for example, that is two columns wide, four columns and so on, something that's shaded, whatever choice I might wish.
I'm going to choose this two-column stacked with a subheading. Looks like this. If I wish I can either move the controls that I have here or I can grab fields here on the right. If I wanted, for example, to have the ability to put my First name on the first line, I could grab that here, drag it where it says Add label and control, and drop it. I'll get a label above the control, and that's because of the choice I made about what type of layout I wanted to have here in the Tables area.
If I'd chosen one where we had labels to the left, that is what I would get. If I choose Last name, for example, and drag it here, notice that I get Last above. Now it says that it stores duplicate data and that's because I already have a First name control, and I can delete that. Notice then that it no longer says this is a duplicate. It's bound exclusively to First. I can get rid of Last. This is actually a way to do this that I make sure that I'm including all of the controls that I would want to have below.
If I have no intention of allowing my users to put, for example, an attachment in, I might not choose to use that control at all. I'd like now to have the Email address. If I wanted to take the control from here and move it, I could. I could drag it down here. Notice that I don't automatically get any kind of a heading in front of that so I'll need to add that myself just like that, simply typing. But then I don't have to change the binding on the control, but then I don't have to delete the duplicate control so either way that you would wish to do this.
Notice that no matter what the size is of my control above, it's actually conforming to the table below. Here I am with Department, I need to label this. I'm gonna arrow once to the left, Enter, arrow up and I'm actually gonna spell out the entire word Department and allow users to choose from there. This is looking pretty good. I'm going to add a heading. This is going to be Employee Information. Now what I have left is I have Building, Status, and HireDate.
I'll want to add another row so I'm simply going to click there. I'm gonna delete Employee ID here. Employee Information for ... I'm gonna drag that Employee ID here and make it much smaller and that will work just like that. Building ... Now that Hire Date field is really long so what I might want to do is split this particular cell in two.
In order to do that I can simply choose to split 2 columns, 1 row. I can put Hire Date here and I can put Status here. Until I delete that control it will have duplicate data. The only thing I have left here is I have an attachment. I would probably say more about this than simply allowing any kind of an attachment here. I would say Attach employee resume here.
So that looks good. That's a new form. We're gonna come back and deal with this in a moment. But I no longer need these rows in this table, so I can just say I want to delete this table. I can delete this space here if I wish to move this all up. That's a better looking form than the form that I had previously. I've made some modifications. I actually like to have a form that in the background has some shading.
So if I went to the Table Tools and said I'd like to put, for example, a light yellow shading, I can do that on the background of the entire table if I wish right here. That will make my text boxes and other controls pop just a little bit more. So that's all I want to do with my form layout, but that's how easy it is to modify form layout here in InfoPath in ways that we're not allowed to modify our form in SharePoint.
- Setting options for default list forms
- Modifying form layouts with InfoPath Designer
- Creating an Access web app to use as a list form
- Creating Excel surveys
- Sharing the results from Excel surveys