Custom form for Document Library?

Discussions about Forms Designer for SharePoint 2013 / 2016 and Office 365.
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mac_xpert
Posts: 13
Joined: Thu Sep 18, 2014

18 Sep 2014

Hi - I'm using Sharepoint 2013 in 365. I'd like to import documents into a document library and during the import let users enter some meta data to link that document to a project and a company, preferably using lookup tables.

I've added the lookup fileds to my document library and created custom forms for new / edit / display, but there is no option to create a custom 'upload' form.

When i try and add a document, i just get the default upload form. Am i doing somthing wrong? Any help appreciated!

Thanks, Matt.

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

19 Sep 2014

Hello Matt,

Thanks for your question.

Actually, SharePoint documents do not support new forms. You have to upload a document first and then you can edit its properties on the edit form.

I'd recommend to read the following post describing how to add related documents and set their properties automatically:
http://spform.com/forms-designer- ... ick-upload

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