The easiest way to get started with skybow Forms Designer is to create your SharePoint lists. Create all the columns you need for your workflow here.
While you are creating the first SharePoint lists with all the necessary columns, you can already set various parameters. These include some calculations that you can perform directly with SharePoint, as well as default values or data formatting. The calculations that can be done with SharePoint by default are limited compared to skybow, but some of the basic work can be done in the list itself.
Once you have created all the columns or fields you need, you can access the skybow Form Designer from either the new form, the edit form or the display form. Now you can start positioning your fields in the desired order.
Once you are in the skybow Form Designer by clicking ‘Edit Customization’ on one of the forms, you can begin to move the columns and fields around.
To do so, simply hove the mouse over the column, and drag it to the desired position. Where you see the green opaque rectangle, is where the column or field will be when you release the mouse button.
Instead of dragging and dropping fields, sometimes it is quicker and easier to remove and re-add them in the position that you would like them in. This is especially true when working with tabs or lists with a lot of columns or fields.
When we start designing our forms, we may find that we need an additional column/field in our lists. You don't have to save and close your form design, add the field in the SharePoint list again and then reopen the design. You can simply add your new column in the designer.
How to add a new column in the Forms Designer:
- Click the + icon to add a new control within a row.
- When the dialog opens, Click the + next to Fields
- You are able to name a new column, and select the field type using the New Column dialog.
Note: If you add a new column via the Forms Designer, the column/field will need to be added onto the form and won’t appear automatically.