The first time you open a form from a SharePoint list, you have to choose between responsive and classic views. Classic gives you the most flexibility when designing your forms.
- [Tiffany] The first time you open a form - [ The first time you open a form between Responsive and Classic Form. Responsive is typically what we use just to get us started very quickly, but I want to focus on Classic Form, and so, that's what I've opened up here. In this video, we're going to go over kind of what that Classic Form looks like, and we're going to start making some initial modifications. The first thing that we want to start with is the logo, probably want to very quickly put your own logo in there. But, it's nice to have a placeholder for an image to remind us that what we're using Forms for is to make the input experience more appealing for the customer.
So, here's a tip. The image in this banner is .5 inches tall, and it's a good idea to already have that banner resized to that height, so that you don't have to resize it once you drop it in here. So when I click on it, notice that the Properties pop over on the right hand side, and it's asking for an image URL. So, that means you need to go on ahead, and have an image already uploaded. So, I've got this banner here. So, I'm going to come over here, right-click, copy the link, wait for this to pop up, and copy this to the Clipboard.
Now, I'll come back over to my Forms, and just paste that into my image URL. When I click off of the logo, it will replace it with the banner that I just gave it. All right, the next thing I want you to notice is that this is not a table. It looks like a table, my friends, but it is not a table. So, what you may be used to, like if you've used InfoPath, you may have noticed that you have to add the rows and all of that.
And so even though I'm doing this right now, I know you're still thinking, but Tiffany, it's a table. But, it's not. Look, I'm able to resize these things. I'm going to prove it to you, and I'm able to move them around, and I'm not having to worry about where I'm at in relation to each other. See, I can move that start date all the way over here. I can resize this box wherever I want it, and then, I can move this box over here.
I don't have to merge cells. I don't have to worry about whether or not they're even lined up correctly. I mean, do you see? I mean, this is literally a canvas. And so inside of Nintex Forms, we call it a canvas, and that's why. To further that point, notice that I don't really have a lot of wiggle room inside of here because I can't right-click and insert a row because it's not a table. So, we want to talk about how to change the canvas size, and what you're going to do is you're just going to go to the Properties there.
And so if you can't see them for whatever reason, click on the Properties button at the top, and then click on Layout Settings. And, this is where we're able to change the canvas height and width. So, I'm going to make this something just really crazy, right? Let's say, we want 6,000 and hit Save. And now, if I scroll down, look how much canvas I have, right? And so again, just want to make it clear that I could be the meanest Forms Administrator around.
I could drag this down and down and down and down and down, until the very, very, very, very bottom of this. But don't do that, that's just mean. But again, making the point, I don't have to add any kind of rows or anything like that. Lines come up automatically as part of a control, but you're not bound to those lines. All right, attachments. This is kind of confusing because the truth is, I don't even have attachments enabled on this list, and what the heck are they doing here? Just know that if you're not using attachments, this isn't bound to anything anyway, so you can just go on ahead and delete it.
So for some reason, it's part of the Classic Form by default, but if it's not relevant, just go on ahead and get rid of 'em. All right, last thing that you may have read about on the internet. There is no zoom option inside of Forms for Office 365, and I think that's because they figure that if you really wanted to zoom, you would just use the native zoom property in your web browser. So, just keep that in mind. There is no zoom, but you already have a zoom inside of your browser window.
All right, note that ribbon changes contextually. So right now, I'm only seeing the Designer tab, but if I were to click on the logo, I would see a Control tab. And if I click on Purpose of the Trip and all of this, the Properties over on the right hand side are changing based on what I'm doing. So again, just want to make it clear that you've got two tabs up here, and if you don't want to see that Properties over on the right hand side, that's actually under the Designer button, and then, you click on the Properties there. But, you would still have the Control tab. So, it's really just a matter of personal preference and how much screen real estate you want.
So, the big takeaways here are that you don't have any tables that you're worried about, and that you can open and close those properties any time you like.
- Formatting in Forms Designer
- Using Format Painter
- Configuring form controls
- Using functions, variables, calculations, and other form logic
- Design responsive views
- Adding buttons for form submission
- Importing and exporting forms
- Resetting and deleting forms