Customize SharePoint Lists with Plumsail Forms 🤩

Todays video is all about ‪@Plumsail‬ Forms for SharePoint Online!

Last video we tried out Plumsail Public Forms and saw how you can create a custom Form to share with employees or customers and gather data in a way that fits your organization 100%. After setting up the Forms UI for the target audience, we went and built a SharePoint list to save the responses. Typical scenario.

The special part was to go and use complex data gathering controls like the table input or the signature. To display that information in a SharePoint list is not that simple, but this video is brought to you, to make it easy for you to understand how it can be done.

After a quick intro we jump right into the topic and go through the Plumsail website to check out where you can find Plumsail Forms for #sharepointonline and how to get started. Then we move on to creating the SharePoint tenant and connecting that to our Plumsail account. After that we continue with adding the app to the SharePoint App Catalog. Here is a link from #microsoft to read how to do it: https://learn.microsoft.com/en-us/sha...

After setting up the App in your App Catalog we continue with the installaton of Plumsail Designer. Here is a link to download it: https://forms.plumsail.com/designer-s...

After the designer has been isntalled, we take a quick look into the SharePoint list we created last time to refresh our memory on what we are trying to achieve, we launch the Designer, connect it to our list and continue with the customization of the form.

After we have finished the customizations we take a quick look into the rest of the features and settings Plumsail Forms has to offer and I quickly go through a cool feature called "Form Sets". They allow you to provide a unique form for members of certain groups which are easily configured in the menu when you create a new Form Set. Here you can read more about this very usefull feature: https://plumsail.com/docs/forms-sp/de...

Next we continue to see if everything works as it should and test our newly created SharePoint Form. After a minor change in the data types of the table component we finaly have our Form in the good form (pun intended) and are happy with the results!

Please make sure to check out the Plumsail Website to learn more about all the awesome stuff they have to offer: https://plumsail.com/Enea

And if you were looking for exactly this solution, check out https://plumsail.com/forms/sharepoint... for all the information that you need.

If you have any other questions, feel free to reach out to me in the comments.

Thanks for watching! :)


0:00 Introduction to the topic
0:47 Plumsail Forms Website
1:55 How to get started using Plumsail Forms
2:50 Setting up the SharePoint Tenant
3:50 Adding Plumsail Forms to the App Catalog of your Orgs SharePoint
5:58 Installing the Plumsail Forms Designer
6:36 The SharePoint list
8:20 Intro Plumsail Designer & creating the Form
15:35 Other Plumsail Designer Settings to know
18:10 Plumsail Form Sets for user groups
19:52 Testing the SharePoint Form
22:26 Conclusion & Closing