Search

Customize Document Set Forms - Create multiple forms for a document set library

Created August 18, 2016 11:16

Original Post by KeithP (Imported from Ardevia Forum)

Using SharePoint Online, I have a document library which is comprised of document set content types (with custom fields) and then there are documents within each document set (document content types).

I have used Ardevia to custom the edit form for the document sets - which works great:

My problem is that when someone goes inside the document set to edit a document within that document set:

The fields such as the Title of the document (they are trying to update the name) do not show, and the form looks strange:

I am not really sure what the best way (or if it is possible) to change this behavior. I`m probably a novice in this are of SharePoint, so any help or guidance would be very appreciated.

Comments

3 comments

ArdeviaForum

August 18, 2016 14:20
Original Post by iryna (Imported from Ardevia Forum)

The fields that are specific only for Document Set content type are not displayed for the Document content type. To avoid extra space on the document form, you should set a Visible expression on the groups or fields that should be displayed only when Document Set form is opened:

=[[ContentType]]=="Document Set"

Concerning the missing fields please recheck if they are selected for that content type and configured on the form. You can also set a Visible expression for that fields:

=[[ContentType]]=="Document"
0
ArdeviaForum

August 18, 2016 14:22
Original Post by KeithP (Imported from Ardevia Forum)

Thanks for the help, that is a really nice feature of Ardevia that I did not understand before.

I added the visible logic and that works great, but when I go to edit the form - all of the fields are greyed out. Do I need to tell Ardevia which content type to pull from?

http://i.imgur.com/aCYFAcH.jpg]edit-form
0
ArdeviaForum

August 18, 2016 14:24
Original Post by Vitaliy Zadorozhnyy (Imported from Ardevia Forum)

Hi Keith,
Yes You are right, to see fields not grayed out, You have to use correct content type id as query string in design mode of the form.

But fields only of "current" content type is displayed when using form.
So you see grayed out fields only in design mode to configure layout on them if those fields does not belong to current content type.

When using form(for example: editing properties of document - not document set), then only fields belonging to "document" content type will be displayed.

If navigate to design mode of the form using List View Ribbon or App Main page then form is displayed in default content type(document), all fields from other content types (document set) are missed, if were not added manually, or grayed out.

To navigate to form in design mode with desired content type:

Navigate to existent "document set" properties (edit form) if you want to manipulate with fields of document set content type or navigate to properties of some saved document in a document set if you want to manipulate with fields of document content type on the form.

Then go to design mode of form using edit page context menu described in last topic(3. From the Form Page).

Then You should be able to configure business logic(Including Action or Expressions) on fields of current content type or to add fields, manually using insert - Field ribbon command from Rich Forms Tab, missed for selected content type.

You can as well pass query string parameter in browser when opening form in design mode with desired content type, example:

https://<sitecollection>/<docset library internal name>/Forms/EditForm.aspx?DisplayMode=Design&ContentTypeId=<document or document set content type id>

Hope this helps to get idea how rich forms works with content types and as well meets requirements you need to achieve using ardevia rich forms app on document set forms.

If you need more assistance feel free to contact us.
0

Please sign in to leave a comment.