Tutorial

Hide fields to simplify the Add form

The add form should only present the fields relevant to the beginning of the process. Use Advanced Column Permissions to simplify the appearance of the add and create a more friendly and intuitive user experience.

Instructions

  • Consider an add form that shows all the tabs and fields defined for a list.
  • The user should not be presented all of this information when first creating a record.

  • You should hide the fields and tabs that are not relevant using the Advanced column permissions settings.
  • Create a pair of settings for each field - Deny for new item and Edit or View for the edit and view forms.
  • By default under tab settings - general settings, a tab with only hidden fields is set not to appear in the user interface.
  • Be sure to create a pair of rules for each field that should be hidden on the add form.

Permissions on the View Form

Generally it is safe to simply apply the same permissions for the edit and view forms.

The user will not be able to edit values on the view form regardless of your settings.

Last modified: 9/5/2017 5:42 PM
5 comments [latest: 9/20/2017 2:49 PM]
Rob [9/14/2017 9:01 PM]
Hi there, Is there a way to create a column that has a system name in SharePoint but is displayed differently in UF on the NewForm, EditForm, and DispForm pages? Not hiding the field, rather showing it with a different label. For example, in an on premise SharePoint environment we have a list with the column "TermsPayment" in List Settings Edit Column Name and Type. We would like it displays in UF as "Terms and Payment Method". It seems that the only way to do this is change the field in List Settings Edit Column, is that correct? Thanks.
Vladi Gubler [9/14/2017 10:49 PM]
Rob: the column can only be displayed with the title that is given to it in column settings.
Greg [9/20/2017 1:19 PM]
I have the same issue. Can you hide the field name and use HTML to change it? Terms and Payment Method
Vladi Gubler [9/20/2017 2:49 PM]
Greg: generally, you should be able to hide all labels using CSS and use Fragments to create your own labels. Hide the following: td.ms-formlabel
 
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