Can I save created forms into site template?

[Dmitry Kozlov]

Hi Jeff,

Yes, there is no need to modify files themseves but only if you make template from a list. If you make site template you must modify form files as described above.

[blongo]

Hi there,

Has there been any progress made on trying to smooth out the process of saving the forms as a template? Right now, related lists are saved using a ListID rather than a ListName which would allow for saving the template.

In addition, we have to manually substitute the "~Site" tokens for each of the content type forms, which is not idea.

Finally, after deploying a form via a site template, when a user goes to edit the template, the form is "blank" and they must either start designing from scratch or import a SPForm template which is not ideal.

Thanks!

[Dmitry Kozlov]

Hi,

Thank you for the message. Do you use SharePoint on-premises or SharePoint Online in Office 365?

[blongo]

On premises. Thanks!

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[Dmitry Kozlov]

Hi,

So, you can deploy forms programatically with the help of our web service as described in the following thread:
viewtopic.php?f=1&t=416

[davidnarramore]

Dimitri,


I made the following changes to the pages and the content type, but when I create the template I only see the "old" windows forms, not the custom spforms. What do you think I need to do? We have an on premis installation.

OLD

<SharePoint:ScriptLink ID="jquery" runat="server" Name="~sitecollection/style library/FormsDesigner/JQuery/jquery-1.7.1.min.js" OnDemand="false" />

<SharePoint:ScriptLink ID="jqueryui" runat="server" Name="~sitecollection/style library/FormsDesigner/JQuery/jquery-ui-1.8.17.custom.min.js" OnDemand="false" />

<SharePoint:ScriptLink ID="jquerycookie" runat="server" Name="~sitecollection/style library/FormsDesigner/JQuery/jquery.cookie.js" OnDemand="false" />

<SharePoint:ScriptLink ID="formsdesigner" runat="server" Name="~sitecollection/style library/FormsDesigner/form.min.js?rev=2_8_12" OnDemand="false" />

NEW
<script type="text/javascript" src="/style library/FormsDesigner/JQuery/jquery-1.10.2.min.js" />
<script type="text/javascript" src="/style library/FormsDesigner/JQuery/jquery-ui-1.10.3.custom.min.js" />
<script type="text/javascript" src="/style library/FormsDesigner/JQuery/jquery.cookie.js" />
<script type="text/javascript" src="/style library/FormsDesigner/form.min.js?rev=2_8_6" />

When I create the site template the custom forms do not appear. Only the default forms are there. I changed the document library content type to:

~list/Forms/fd_controller_Document_Display.aspx

~list/Forms/fd_controller_Document_Edit.aspx

~list/Forms/fd_controller_Document_New.aspx

I would appreciate any help you can give.


David

[Dmitry Kozlov]

Hello David,

Thank you for the question. The described method doesn't work for lists containing multiple groups of forms. Here, I'd recommend you to provision the forms programmatically with the help of your web service as described in the following thread:
viewtopic.php?f=1&t=416

[hp]

Hi Dmitri,


Could i use same method if i am using site template in different site collection?


thanks

[Dmitry Kozlov]

Yes, you can. But if you use SharePoint on-premises, I'd recommend to provision forms programmatically through our web service as described in the following thread:
viewtopic.php?f=1&t=416

[hp]

Hi Dimetry,

I applied the changes to forms. but when you open the display form of an item and try to click on edit properties from there it throws an error. if you open edit form directly it works. Error is "something went wrong... The file or folder name contains characters that are not permitted. Please use a different name." Please advise.


thanks!