In this video, we explore how to get started with SharePoint Form design using Lightning Forms. We discuss how to customize the New Form, Display Form and Edit Form using Lightning Forms within SharePoint Online.
Launching the Design Experience
The design experience is launched contextually within SharePoint by clicking the Lightning Forms button on the SharePoint List Command Bar. Once you have clicked the Lightning Forms button, you’ll be presented with a dialog box displaying a link to each of the three forms that belong to a SharePoint list.
Note: If you do not see the Lightning Forms Button on the command bar, it is likely to be one of these three reasons:
- You do not have Full Control or Site Owner permissions to the Site containing the list. If this is the case, you can request Full Control from your Site Owner.
- Lightning Forms was not yet installed or not installed correctly. Our installation guide on the Lightning Forms Help Centre will help guide you or your administrator with the installation.
- The Lightning Forms button is hidden due to too many buttons on the command bar. In which case, click the ellipses to present more buttons.
Once you have launched the dialog, you will notice three buttons (one for each form). Note, that Document Libraries do not have a NewForm.aspx so in that case you will see two buttons.
Click “Customize” next to the form that you wish to customize. The design experience for that form will open.
Click “Edit Customization” to edit an existing customization.