Learn about SharePoint Designer, including how to integrate data sources and customize content types.
04:21:32 of on-demand video • Updated April 2018
Get an Understanding of SharePoint Designer
Create and Modify Lists and Libraries
Create and Modify Site Settings
Create and Publish Workflows
Use Workflow Actions
Create a Complete List Workflow
One of the great things about Sharepoint designer is your ability to do and create certain things that you actually can't do in the browser. And one of the things that is difficult to do in the browser that you can do much easier and Sharepoint designer is create additional forms. Now when you open up a list or library in the settings section on the bottom right hand side you see forms and you'll see by default three of them a display form an edit form and a new form. Now to create an additional form you can click the new button right here and when you do it will then ask you for a name for this file and then what type of form you're going to create. So I'm going to create one called Custom display and of the three types new and edit allow me to edit or modify the fields of that item display. Does it. So if I choose display I'm creating a form where I'll be able to view items but not necessarily edit anything. I can then press the button and go to a different form to edit it. This will just view. I also have the choice to be able to say this is going to be my new default if I want it to be so I can choose that down at the bottom. I have advanced options so I can assign this to a specific content type only or I can add it as a link inside my list either menu and the rivet. So they'll actually be a button that I could click to open up this form in the list item view or the ribbon. I'm not going to bother with any of those. I'm just going to go ahead and say OK once I do you'll see that down here there is in fact now custom display while I have it selected at the top. There's going to be a Forms tab where I can open or delete this form or I can set it as the default if I preview it in my browser. It actually could be edited because if I preview it in my browser then I would be able to go up here and edit the page. When you edit the page it's basically editing this web page so I can do some editing here using the browser in conjunction. Now the true way to edit of form is going to be to actually edit the code. And this is where we're going to look at it briefly and I want to scare you with it. And if you know how to do it that's great but don't feel like you have to today it's something that you can work on and eventually use to your advantage. So to edit one of these views you can just click it and it will open up the view in Sharepoint designer when the view is open and Sharepoint designer it will be code all the way through or out down in the middle of this code. If I scroll down enough or up if I was for some reason at the bottom you'll find this whole section that seems to be all about tables. Now for those that know him Al tables help you organize data on your web page and this table that we're looking at is going to be the actual fields the table of this form. So most of the editing that you might choose to do can be done here. And if you know HVM Now this isn't that difficult. You can change aspects here you can change format and you can remove things you can add things you can change orders you can build this to look the way you want to. So this is how you would be able to edit a form within your Sharepoint designer. Unfortunately it does involve coding but it isn't a big stretch from what you already know.