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Customize List Forms in InfoPath

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconSharePoint forms can be customized with InfoPath, and in the demo below Peter Kalmstrom, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to do it.

InfoPath is included in Office 2013, but it is not included in Office 2016. Microsoft will support the client application until April 2023, but InfoPath Forms Services is no longer supported in Office 365. InfoPath will eventually be replaced by a more cross-platform solution.

This is something you should be aware of when using InfoPath. Forms customization with InfoPath is smooth, and you can rather easily create better forms than the in-built ones, but you might have to do the work all over again in the future.
 

Open a List Form in InfoPath

  1. Customize in InfoPath buttonClick on the button Customize in InfoPath under the LIST tab in the ribbon.
  2. Accept the warnings, and the current design of the form will open in InfoPath.
Now you can start customizing the form. These are some changes you can do:
  • Drag fields to make them smaller or bigger.
  • Drag fields around to re-arrange them.
  • Delete fields.
  • Insert pictures, links and tables.
  • Paste into the form.
  • Add rows.
  • Add fields from the list to the right by drag and drop.
Publish the form when you are finished, and the new form will be used in new as well as existing items in that list.



As shown in the demo above it is quick and smooth to customize list forms in InfoPath. There is however one more drawback: when you create a new column, it is not automatically added to the form. Instead you have to open the list form in InfoPath again and add it. This is also quick, but it is still another step to take. In the demo below Peter shows how it is done.




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