Will Cooper
Will Cooper
July 23, 2018

Now there is new way to customize form layouts in Ultimate Forms that allows for precise layout and positioning of fields.

We put together a step-by-step example to demonstrate how to use this functionality here:

» Manual Form Layout Step By Step

What makes this type of customization useful? Glad you asked!

Sometimes forms are required to be set up with precise positioning in a way that is intuitive to users based on along established process.

Especially in the case that there is print output related to the form.

In our tutorial, we show an example of creating a customer Purchase Order Form in which the web form matches the print form.

This allows for a more intuitive process in which is easy to see where the fielded data goes in the form.

I can think of many common types of forms that are usually printed out or handled by PDF Templates or Excel Templates that could be brought into SharePoint and use this specialized kind of form layout.

Examples of forms that would be good to build using Manual Layout include:

  • Mileage Forms
  • Expense Reports
  • Timesheets
  • Customer Return Form
  • RMA Form
  • Shipping Related Forms

Just about any kind of form that needs to be printed.

Admittedly, one challenge in doing these kinds of forms is that it required working with some HTML markup.

Sorry folks - there is no way around that! I have found that the easiest approach is to work offline writing up your HTML tables in text editor like Notepad++.

By doing this, you can simply copy and paste your code from your text editor into the code editor window in the configuration screen.

It's easy to check your results. I like to have two tabs open - one with the SharePoint form, and the other with the Infowise configuration screen.

I will incrementally update and refresh both screens checking my results as I go. In this way, I can easily see whether I am on track and make adjustments as needed.

I found the process of creating a form using Manual Layout to be extremely similar to the process of Advanced Print Layout.

(We have tutorials on how to do both in our tutorials section!)

It is extremely likely based on what I described that you are going to want to do an Advanced Print Template which will correspond to the form.

What is really convenient is that you will be able to reuse a lot of your HTML structure from the Manual Form Layout in the Advanced Print Template.

Although it takes some extra effort, I really can appreciate the precise level of control that you gain with forms created using this approach.

It's nice to be able to have advanced options, so that when you have a business requirement that demands a high level of customization you are able to deliver what the business requires.

I'm always looking to expand my SharePoint toolbox, and this functionality is yet another way that I can do that!

Loading...

Add your comment

Comments are not meant for support. If you experiencing an issue, please open a support request.
Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution
It’s never been easier to create, innovate, and share. All you need is your web browser!
Cost-Effective
Address business process pain points immediately. Save time and money.
Fantastic Support Team
In addition to our responsive support team, a wide variety of resources, documentations, tutorials, blogs and webinars is available to you
WELCOME TO THE FUTURE
New faster ways for creating business solutions
ULTIMATEforms is a platform that enables everyone to easily create and maintain Microsoft SharePoint-based business solutions without a single line of code
Simple and Intuitive
Streamline form creation with smart, user-friendly tools
Deploy smart dynamic forms that adapt to your business needs
Utilize a drag-and-drop interface for effortless form design
Experience rapid form customization with intuitive editing tools
Accelerate project timelines with user-friendly, immediate solutions
Powerful Automation
Enhance operational efficiency and compliance
Streamline complex workflows into straightforward actions
Quickly establish compliant business processes
Seamlessly integrate data from diverse applications
Access and combine information easily for better decision-making
Comprehensive Reporting
Transform data into actionable insights
Generate detailed reports and dashboards for informed decision-making
Customize alerts and notifications to stay updated
Print and export data to PDF, Excel, or Word for easy sharing
Visualize data with color-coded calendars and intuitive dashboards
100’s of Templates
Streamline form creation with smart, user-friendly tools
Access hundreds of customizable templates for every business function
Install easily with one-time set-up; free for ULTIMATEFORMS customers
Replicate entire sites with settings between site collections and tenants using Template Manager
Jumpstart projects with pre-built solutions from our growing catalog, applied with a click
Dive deeper
Watch a short introductory video showcasing the different unique capabilities of UltimateForms.
Ready to get started?
Hands-on training is the best way to get proficient. That's why we've created three unique training offerings which will help you master ULTIMATEFORMS. Our interactive sessions are delivered via web meetings and conducted within personal virtual workspaces.
100% No-Code Solution
It’s never been easier to create, innovate, and share. All you need is your web browser!
Cost-Effective
Address business process pain points immediately. Save time and money.
Fantastic Support Team
In addition to our responsive support team, a wide variety of resources, documentations, tutorials, blogs and webinars is available to you
Microsoft partner logo GSA Schedule
© 2005-2024 Infowise Solutions Ltd. All rights reserved.
Privacy | Accessibility | Cloud SLA