Applies to: Employee Training Management for Office 365/SharePoint online
It is now possible to edit a form directly during the item creation or modification – you can add, remove and reorder columns without leaving the page. No need to go to the list settings section anymore. It works for training events, courses, and curriculums.
This article introduces you to this new user-friendly update and shows you how to use it best!
Make sure you have the app SharePoint|sapiens Modern User Interface version 22.214.171.124 or higher installed. Here you can download the latest version. After installing the new version, open the Site Contents view on your SharePoint site, click on the app SharePoint|sapiens Employee Training Management, click on Change Settings and save the settings again.
Watch our video to see how it works:
New Edit Form button
When creating or opening an item the button Edit Form appears on the right side
By clicking on the Edit Form button it is possible to modify the form before, during or after filling all the needed columns.
Editing the form and add, move, and remove columns
Once selected, you will enter the Design Mode where you can add, move, and delete the columns in your form.
1: Design mode indicates that columns can be added, removed, or moved in the form.
2: Click here to move the column higher or lower in the form
3: Click here to remove the column from the form
4: Click here to add columns in your form
You can easily add columns by selecting the + icon and select from the list of available columns. If you want to create a new column which is not in the list, click on Add new column and create what is needed.
Editing a form when an item is already created
It is very easy to modify a published form.
Open the Training, Course or Curriculum form which needs to be modified:
Saving the form
Once modified click on Save Form Changes.
By default, the changes will be saved only for this specific item, but it is also possible to apply the changes to all items in this list.
Enrollment Form per event
Customized Enrollment forms enable organizers to request additional information from the participants upon registration for a specific event. It is useful if information is needed beforehand, such as menu choice, T-Shirt size, etc.
The Enrollment Form column can be added to your event form as described above. When creating or modifying an event, you can select and enrollment form or create a new one.
You can select an existing enrollment form from your list in the dropdown menu or create one by clicking on Create Enrollment Form, add a name, and click on Next (edit the form) and click on Edit enrollment form.
Once opened, the enrollment form can be changed by adding columns to the form.
In the example below, a column for a specific menu selection was created:
Once the column is created, click on OK, and on Republish on the right top hand side of your page.
Important: do not forget to click on save once redirected to the enrollment form.
We hope it helps you creating and modifying new items and only show the columns that are really necessary. Let us know if you have any questions and send us an email to firstname.lastname@example.org. We are happy to assist you!