General Settings (Classic)

This tutorial demonstrated the older method of creating custom Forms in Ultimate Forms. This method is appropriate to use with the SharePoint Classic experience; if you are using the Modern Experience, our recommendation is that you use the Modern Form designer instead.

Instructions

• The Display As field allows for 3 options:
  • Tabs - The normal setting which allows for the Infowise tabbed interface.
  • Groups - All of the fields are shown in one vertical form using the headers for each section.
  • Do not display - The fields are shown using the normal layout (with no section headers) provided by SharePoint.
• It is nearly always the case that Display As should be set to Tabs.
• The Hide Empty Tabs option is enabled by default. When no fields are displayed in a tab section (which may occur as a result of permissioning) then the tab will automatically be hidden to the user.
• Display All Columns tab allows for a summary section which shows all the fields together in a single screen in addition to the tabbed sections otherwise defined. (See below.)
• The Title field allows for a dynamically created title to appear which includes field information. (See below.)

• The Theme setting allows for a different look and feel depening on the setting:

•  The Label Location allows for the label to be to the left of the field or above the field:

• The Description location can be regular, under the label or behind a pop up button:

• Wizard Mode is explained in another section.
• Columns allows for a multi-column layout and is explained in detail in another section.

Summary

The general settings allow for the flexibility to adjust the user interface to match a variety of needs for each project.

Experment with the settings to discover the best experience for your users.