This project has moved. For the latest updates, please go here.

New Document:

Installing SPEasyForms in Farms Where Sandbox Solutions are not an Option - SPEasyForms is normally installed as a sandbox solution, but it really isn't dependent on the sandbox.  If sandbox solutions are not enabled in your environment, these instructions will tell you how to install it manually (and not that manually either, I do most of the work for you in a javascript page).

Latest Stable Release! v2015.01.06

Fixed in 2015.01.06:

Issue 55 - Form rendering issue in dialogs when using SPEasyForms

Fixed in 2015.01.05:

Issue 54 - Some forms will not submit

Fixed in 2015.01.04:

Issue 52 - SPEasyForms is unnecessarily invasive on forms for lists which have no configuration
Issue 53 - Conflicts with PreSaveAction

Fixed in 2015.01.03:

Issue 49 - Old Rich Text fields lose data (sometimes?)
Issue 50 - Matches CurrentUser does not work in validation rules

Fixed in 2015.01.02:

Issue 44 - jQuery-UI Theme is Loaded on All Pages
Issue 45 - People Picker Required Fields Show "You must specify a value..." Message On Form Load (2010 only)
Issue 46 - SharePoint 2010 forms do not submit

Fixed in 2015.01.01:

Issue 40 - Themes do not work on a root site collection
Issue 41 - 404 error for SPEasyFormsSiteSettings.aspx

SPEasyForms is a tool for applying jQuery constructs like tabs and accordion to SharePoint forms without necessarily knowing anything about JavaScript or HTML or CSS.  It works on SharePoint 2010, 2013, 2016, and Online (Office 365). 

Most of what’s changed in v2015.01 is:

  1. Added a Client Side Rendering (CSR) hook to hide the form until SPEasyForms has done it’s work, making the page load less jumpy (SharePoint 2013/Online only).
  2. Configure the jQuery UI theme used at the list and/or site collection level.
  3. Nested Containers, and drag and drop parts of containers to reorder tabs for instance or move a tab to an accordion page.
  4. No longer using the default master, the settings page is now a stand-alone ASPX. This allows the same interface in SharePoint 2010 as 2013/Online. Also, highly customized master pages no longer mess-up the UI.
  5. Significant performance improvements on the settings page, especially for intense redraw activities like drag and drop.
  6. Updated third party libraries to their latest stable release: jQuery, jQuery-UI, and SPServices. In the case of jQuery and jQuery-UI, that’s the latest 1.x release.

The things you can configure fall into 3 broad categories:

  • Containers - the ability to organize fields in a form in some way; current implementations include:
    • Tabs - an implementation of jQueryUI tabs
    • Accordion - an implementation of jQueryUI Accordion
    • Columns - the ability to put fields or containers into 2 or more columns instead of one per row (technically, one or more, but one column doesn't really buy you much)
    • Stack (NEW!) - allows you to stack 2 or more containers on top of each other, so you can put multiple containers onto a single tab or accordion page.
    • Wizard (NEW!) - a specialty container that allows users to page through containers using next and previous buttons.
    • HTML Snippets (NEW!) - a specialty container, that doesn’t actually hold any fields, but allows you to inject arbitrary HTML into the page, including referencing external scripts and style sheets.
  • Conditional Visibility – conditionally format a field:
    • Based on various conditions like:
      • Membership in a SharePoint group
      • Which form is open (i.e. the new, edit or display form)
      • Comparing the values of other fields based on various comparison operators (i.e. make this field read only when the Color field is equal to Red), comparison operators include:
        • Equals - equals a string literal
        • Matches - matches a JavaScript regular expression
        • NotMatches - does not match a JavaScript regular expression
        • GreaterThan (NEW!) - greater than a string literal
        • GreaterThanOrEquals (NEW!) - greater than or equals to a string literal
        • LessThan (NEW!) - less than a string literal
        • LessThanOrEquals (NEW!) - less than or equals a string literal
        • NotEquals (NEW!) - is not equal to a string literal
* All comparison operators ignore case
** All comparison operators except Matches/NotMatches will check if both operands are valid dates and use date comparison, check if both operands are valid numbers and use numeric comparison second, and lastly use string comparison
    • Formatting Options:
      • Hiding a field completely
      • Making a field read-only
      • Highlighting a field in one of four colors
  • Field Control Adapters - modify the controls users see in the form to input data; current implementations include:
    • Cascading Look Ups - join two look up fields such that the values available in one look up are trimmed based on the value selected in another look up
    • Autocomplete - provide type ahead functionality in a text field based on values pulled from a field in another list on the same site
    • Lookup Detail (NEW!) - allows you to pull in additional fields from a lookup list based on the value selected in a lookup field.
    • Default to Current User (NEW!) - pre-populate a user field with the current user on the new form.
    • Star Rating Adapter (NEW!) - can be applied to numeric fields. Fields are displayed as five stars and edited by clicking on one of the stars.

Most of the things marked (NEW!) were actually released in the updates package to v2014.01. The Stack and Star Ratings Adapter are actually brand new.

There is a full fledged user manual that explains this functionality in nauseating detail, but it's approximately 45 pages.  There’s also a quick start guide, which provide a lighter overview of this functionality to get you started with using SPEasyForms quickly. The full manual is installed with the solution and available in the editor from the help button on the ribbon. There are also 4 approximately 10 minute videos that cover most of the material in the user manual.

Project Description

SPEasyForms is a tool for customizing SharePoint new, edit and display forms through a list settings page. No code is required. Just deploy the solution, go to a list settings page, and configure things like tabs and conditional field visibility through a drag and drop GUI tool.

SPEasyForms is designed as a No Code Sandboxed Solution (NCSS) with a site collection feature. To install SPEasyForms:

  • Upload the SPEasyForms.wsp file to the solutions gallery and activate it
  • Activate the SPEasyForms site collection feature (if it didn't activate automatically, but it probably did)

Once the feature is activated, the SPEasyForms icon will appear on the list ribbon. Clicking on the icon will open the SPEasyForms interface. All columns on the form will show in the Default Container. To customize the new, edit and display forms:

  • Click on the SPEasyForms icon on the list or library ribbon
  • Click on the Add Container button
  • Select the type of container to be added (Accordion, Tab, Columns)
  • Drag and drop columns from the Default container onto the new container
  • Add any number of additional containers as desired
  • The containers themselves may be rearranged using drag and drop
  • SharePoint columns can be dragged from any container to any other container
  • Optionally configure field visibility or adapters using the small icon buttons next to fields
  • Be sure to click on the Save button when you are finished

The drag and drop activity takes place on the container representation on the left side of the screen rather than the visual representation on the right.

A quick start guide is available now, and full user guide is available here and also built into the project as online help.

Finally, in addition to jQuery, SPEasyForms uses SPServices, jQuery nestedSortable. and CLEditor WYSIWYG Editor all licensed under the MIT open source license, and Session Storage Wrapper licensed public domain.

Last edited Feb 27 at 4:41 PM by mcsheaj, version 175