How To manual

[Max Tampa]

Is there a how to manual? I am trying to change a field from text to number.

is there a way to adjust the size of the input box? (the title of the box can be adjusted by using the width)

Can I have multiple forms available to different users? Users= sales,construction,design etc

can I configure email > similar to print?

can print > get all info from acordian tabs not just the visible info?

Thank you for your help.




I am on a 15 day test trial.

[Dmitry Kozlov]

Hi Max,
Please, read our blog and watch videos.

I am trying to change a field from text to number.
https://collab365.community/forum/topic ... ting-list/

is there a way to adjust the size of the input box? (the title of the box can be adjusted by using the width)
Pick the field in Forms Designer and change Width property in the CONTROL section of its properties.

Can I have multiple forms available to different users? Users= sales,construction,design etc
Sure, watch the video:
https://youtu.be/SBLD9hXr19o?t=1m33s

And read the documentation:
https://spform.com/documentation/groups

can I configure email > similar to print?
With a Flow or Workflow.

can print > get all info from acordian tabs not just the visible info?
https://spform.com/printing/printing-sh ... orting-pdf

[Max Tampa]

Thanks, Dimitry,

In forms designer, I do not have the user drop down available. see picture below.

Capture.PNG (15.13 KiB) Viewed 2756 times

[Dmitry Kozlov]

Hi Max,
Right, the groups feature is available in Forms Designer for SharePoint on-premises only. Please, find a workaround in our blog:
https://spform.com/groups-and-form-sets ... int-online

[Max Tampa]

Thanks for the clarification-

I am trying to create multiple form view (to one list) for different department to use.
Department = sales/construction design etc.

I was trying to use a tab for each department on the default form.

the issue that came up is I could not have the same fields in multiple tabs .

essentially I am using the tabs to filter the fields that each department needs to work in.
**I am browsing the forums to see if there is a solution - **



Thanks for your help.

Max

[Max Tampa]

Dimitry

We tried the group solution to route users to their specific forms- the problem we have is we have users who span multiple departments.

is there any other way to accomplish having separate views/tabs where we can have duplicate fields in each tab?
Thanks
Max M

[Dmitry Kozlov]

Hi Max,
You can use complex conditions for groups in the 'User-defined rule' tab, say:
IsCurrentUserMemberOfGroup('Sales') or IsCurrentUserMemberOfGroup('Construction Design')

https://spform.com/documentation/groups

[Max Tampa]

is the "user-defined rule" tab available in SharePoint online?

Max M

[Max Tampa]

is this the correct code?

<script type="text/javascript">
ExecuteOrDelayUntilScriptLoaded(function () {
if (IsCurrentUserMemberOfGroup('NSA Form') {
fd.openForm('fd_Item_1cd28fad-f347-4eed-b933-82d143376894_EditForm.aspx');
},
if (IsCurrentUserMenberOfGroup('Construction Form') {
fd.openForm('fd_Item_10846388-bfa3-406c-80c4-904b3b3b846b_EditForm.aspx');
},
if (IsCurrentUserMenberOfGroup('Form Managers') {
fd.openForm('fd_Item_05045fbd-0072-47e8-bf46-23e3d0e0ed98_EditForm.aspx');
},
}, 'plumsail.fd.core.js');
</script>

[Dmitry Kozlov]

Are you using SharePoint Online? If so, please, read the post:
https://spform.com/groups-and-form-sets ... int-online