Customise SharePoint 2010 New Item form in InfoPath 2010

Now that SharePoint 2010 Beta has been released I figured it’s a good time to get back to blogging. I’m not sure if I can commit to writing regular longer posts so, for the time being, I will try to post short notes and, hopefully, build on that.

I installed SharePoint 2010 yesterday and I’ve just had a brief 30-mins play with it.

One thing that immediately got me excited is the ability to customise list item forms using InfoPath. What a relief!! I use customised forms all the time – however, customising forms in SPD can be very cumbersome and time consuming.

No more so with SharePoint 2010.

1) Navigate to your list, click on the Custom Commands tab

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2) Click Customize form. This launches InfoPath 2010 and loads the content type for the list

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3) The standard task form looks quite nice (notice the new “Predecessors” field). However, I wanted to spice it up a bit. Using the familiar InfoPath controls I added a few icons, move fields around (drag and drop – so much easier than using SPD), and added 2 links.

4) I published the form by switching to the File tab and choosing the “Publish your form” option.

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5) I now navigate to my list, click "New Task” and – Voila! my new customised form appears. How cool is that! All done in around 10 minutes!!

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I’ve noticed a few issues with the looks of the published form (one of my links is not underlined, the red asterisk in the Description field is misplaced) but, given the advantages of the new approach to editing item forms, I can’t really complain.

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