Thursday, February 6, 2014

Customize Newform.aspx using InfoPath

Last week I was assigned to customize a list page. Here are the steps and some issues I faced during this assignment.

Design / Customization phase:
  • Open SharePoint site
  • Navigate to List
  • Select on the List and then click customize form (it by default shows InfoPath icon)





  • This will open the NewForm.aspx page in InfoPath
  • Make necessary changes and publish / quick publish it to SharePoint
  • By default it publishes to the same list. (to change the default quick publish option we have to dig hard and change some codes inside that form xml. I will discuss on it later)
  • That’s it now you have customized InfoPath form loaded to your list


Validation phase:
  • Now where to check this is the same customized form you published via InfoPath?
  • From Ribbon select Item > New Item



  • This should open up a customized form.
  • To reconfirm it, open this list in SPD or in explorer view
  • Now go to Forms folder and confirm Newfs.aspx page resides there


Known issue / troubleshooting phase:
  • I noticed this issue most of the times when we customize list newform it only updated in Ribbon part, in other words it only updates content type filed.
  • I faced an issue with add new item option which we generally find below all items



When I clicked on it, I found the old / original newform.aspx page opening.



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The opinions expressed on this blog are the personal views of Pratik's SharePoint Blog, and do not represent or reflect the viewpoints or policies of any past, present, or future employer, colleague, or customer, or any other entity. The posts on this blog are provided ‘as is’ with no warranties, express or implied, and confer no rights. Use of information contained within this blog, including specific technical steps mentioned herein, is at your own risk. References to specific software products, processes, resources, or companies do not imply any endorsement.