How to Customize a List Form in SharePoint using InfoPath
of the great features inside of SharePoint 2010 is the ability to
easily create a custom list form. In SharePoint 2007 it was possible to
create a custom list form, but it involved going into SharePoint
Designer, copying some files and then associating the new list form with
With SharePoint 2010, you will be using InfoPath to create the list form. And, since you are using InfoPath to
customize your list form, you can take advantage of the rich form
features available, such as easy formatting and the ability to filter
the values shown based on selected values in other fields. To get
started, you will need to make sure that you have InfoPath 2010
installed and that you have created a list within a SharePoint site.
Assumptions for this walkthrough:
• Enterprise features are activated for your site collectionLesson:
1. Navigate to the list that you would like to customize.
2. Activate the List Ribbon and select the Customize Form menu item.
3. InfoPath will open and you will see yoru form with the Fields menu open:
you can edit and modify the form like any other InfoPath form (notice
that I added another table row and inserted an image and some text).
When you select any of the fields you will see that there are additional
menu items in the ribbon that can be used to modify the properties of
(Note: The interface feature for creating rules is a powerful tool that is worth exploring)
Once you have completed the customizations, select File to activate the
Backstage Office view. From here you should see an option to Quick
Publish the form. Selecting this option will save your customizations to
the list form.
5. Back in the list, if you select to create a new item, you should see your customized list form.
you have it! Five easy steps to customizing list forms, and you
never had to open SharePoint Designer! There are so many great
this feature! I can’t count the number of times that users requested
simple design changes to list forms in 2007 that took
some effort to
incorporate within SharePoint Designer.
Now, with the option of
InfoPath, you will be able to easily create a
consistent look and feel for all forms using only one tool.