Can I save created forms into site template?

rss

Posted by eedoh - Jan 31 ’14 at 12:25

Hello.

We're trying out Forms Designer and CrossSite Lookup for a project we just started. So far we like it, but we do have one BIG issue with them.

We're supposed to actually develop Sharepoint Site Template so the client can use that template each time they need to add new subsite. I just tried this, but after creating a subsite from the template, none of the list item forms are available. I just get the blank page (there's no even default Sharepoint form).

Letting the client import saved forms each time they add new subsite is not an option as the template is going to be huge.

Is there a way of saving the forms into the template and reusing them out of the box, or at least can we be sure that you're going to provide this feature in the next, say, 2 months, so we can go ahead and purchase the licenses, and upgrade the version later on?

  • blongo
    Member
    Member for: 6 years 9 months 9 days
    #11 by blongo Feb 19 ’15 at 05:10

    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
    Dmitry Kozlov
    Admin
    Member for: 8 years 2 months 8 days
    #12 by Dmitry Kozlov Feb 20 ’15 at 05:57

    [#11]: Hi,

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

  • blongo
    Member
    Member for: 6 years 9 months 9 days
    #13 by blongo Feb 20 ’15 at 09:10

    On premises.  Thanks!

    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:8.0pt; mso-para-margin-left:0in; line-height:107%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;}
  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 8 years 2 months 8 days
    #14 by Dmitry Kozlov Feb 23 ’15 at 05:06

    [#13]: Hi,

    So, you can deploy forms programatically with the help of our web service as described in the following thread:

    http://forum.spform.com/forms-designer-for-sharepoint-20/forms-designer-forms-provision-26205/

  • davidnarramore
    Member
    Member for: 6 years 10 months 6 days
    #15 by davidnarramore Mar 2 ’15 at 09:26

    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
    Dmitry Kozlov
    Admin
    Member for: 8 years 2 months 8 days
    #16 by Dmitry Kozlov Mar 2 ’15 at 02:32

    [#15]: 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:

    http://forum.spform.com/forms-designer-for-sharepoint-20/forms-designer-forms-provision-26205/

  • hp
    Member
    Member for: 7 years 18 days
    #17 by hp Apr 28 ’15 at 03:03

    Hi Dmitri,

     

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

     

    thanks

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 8 years 2 months 8 days
    #18 by Dmitry Kozlov Apr 29 ’15 at 03:51

    [#17]: 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:

    http://forum.spform.com/forms-designer-for-sharepoint-20/forms-designer-forms-provision-26205/

  • hp
    Member
    Member for: 7 years 18 days
    #19 by hp May 6 ’15 at 09:58

    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!

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 8 years 2 months 8 days
    #20 by Dmitry Kozlov May 7 ’15 at 03:00

    [#19]: Hi,

    This is a known issue that has not been fixed since SharePoint 2010. To work it around, please, insert the following code into a display form with Forms Designer:

    //Fix Edit item link on a display form
    ExecuteOrDelayUntilScriptLoaded(function () {
    	var replacement = '$1' +
    			(_spPageContextInfo.webServerRelativeUrl == '/' ? '' : _spPageContextInfo.webServerRelativeUrl) +
    			'/_layouts/15/listform.aspx?PageType=6&ListId=' +
    			_spPageContextInfo.pageListId +
    			'&$3';
    
    	// Fix ribbon
    	try {
    		var wpId = $('#fd_form').closest('div[webpartid]').attr('id');
    		var cmd = SP.Ribbon.PageManager.get_instance().getPageComponentById(wpId)._controlData['Ribbon.ListForm.Display.Manage.EditItem'];
    		if (cmd && cmd.ClickScript.indexOf("~list") > 0) {
    			cmd.ClickScript = cmd.ClickScript.replace(/(javascript:STSNavigateWithCheckoutAlert\(')(.*\?)(.*)/, replacement);
    		}
    	} catch (e) { }
    }, "sp.ribbon.js");
    
Displaying 11 to 20 of 26 messages