Dynamic Forms
Dynamic Forms
SoftForge Dynamic Forms replaces the standard form of a SharePoint list with a freely configurable form: you define sections, choose the columns, show or hide fields and sections depending on input, preset default values and add explanatory text. Configuration is entirely visual – no JSON and no development required.
An HTML block above the section, with its own text and link.
General
Two columnsApproval
Read-onlyInstallation
Deploy the package to the app catalog
Configuration
The visual configurator step by step
Rules & default values
Show and hide fields and sections dynamically
Download
Download the latest packages
Who is it for?
- Site owners and power users who want to adapt a list form without code.
- Business departments who want requests, applications or reports captured in a clear form – for example as a request form on an intranet page.
- IT administrators who want a uniform solution without API permissions and without a server of their own.
Typical use cases
- Request form on a page: Visitors fill in a form directly on the page or open it from a button in a dialog. Every submission creates a new list item.
- Structured data entry in the list: From the command bar of the list you open new or existing items in the configured form instead of the standard form.
- Conditional forms: Additional fields appear only when they are needed – for example a justification field only when «Other» is selected, or an entire «Details» section for a specific category.
- Find and edit or display existing items: With the item picker, visitors search for an existing item on a page and open it for editing or for display only.
- Configure once, reuse many times: The configuration of a list can be reused on any number of pages.
Structure of the solution
The solution consists of two parts delivered in the same package:
| Part | Purpose |
|---|---|
| Web part «SoftForge Dynamisches Formular» | A form on a SharePoint page, for example a request form for new items |
| Commands in the command bar of a list | Create new items, edit or display existing ones and configure the form of the list |
Both parts use the same configurator and the same form engine. Details are described under Placement & command bar.
Feature overview
| Feature | Description |
|---|---|
| Visual configurator | Five tabs: Source, Layout, Rules, Appearance, Advanced – see Configuration |
| Sections and column selection | Arrange the list columns in any sections, move them by drag and drop, set them to full width |
| Required fields | Taken from the column settings of the list – see Field types |
| Visibility rules | Show or hide fields and sections depending on other fields – see Rules & default values |
| Default values | Prefill fields when creating new items |
| HTML blocks | Explanatory text, lists or tables above a section |
| Attachments | File attachments, provided the «Attachments» column is added to the form |
| Appearance | Directly on the page or as a button with a dialog (four widths), one or two columns |
| Item picker | Search existing items and open them for editing or display |
| Languages | Configurator and form in German and English, depending on the SharePoint display language |
Supported platforms and limits
- SharePoint Online and SharePoint Server Subscription Edition (SPSE). No packages are offered for other versions (for example SharePoint Server 2019 or 2016).
- Lists: The form works with custom lists. Document libraries are not supported in the current version.
- Among other things, tabs and wizard steps, calculated fields or formulas, custom validation rules and data sources outside SharePoint are not included.
The complete list is on the page FAQ & limitations.
Note
The product interface (configurator, form) is available in German and English depending on the SharePoint display language. A few elements are always shown in German – see FAQ & limitations.