Adding Fields

The Designer allows you to add and configure almost all SharePoint fields, including their SharePoint properties. Adding fields is simple—just drag and drop them onto the form.

Available Field Types

You can add the following field types:

• Single line of text
• Multiple lines of text
• Number
• Yes/No
• Person
• Date
• Choice (single selection)
• Choice (multiple selection)
• Hyperlink/Picture
• Currency
• Lookup

Managing Fields

Once a field is added to the layout, you can configure its SharePoint properties.

– Newly Added Fields:

• Marked with an indicator.
• Not created until the user clicks the Save button.
• SharePoint properties can be modified within the Designer.
• Permanently deleted if removed from the layout before saving.

– Existing (Saved) Fields:

• Have no indicator.
• SharePoint properties cannot be changed in the Designer but can be modified via a link that opens their SharePoint settings in a new tab.
• Not permanently deleted if removed from the layout; instead, they are moved to the Existing Fields panel on the left side of the page.

Adding a Lookup Field

Adding a Lookup field works slightly differently from other fields. After placing a Lookup field in the layout, you can choose whether it will reference an existing list or create a new one. If a new list is selected, both the Lookup field and the new list will be created when you click Save.

By understanding how to add and manage fields, you can effectively customise your forms to meet your specific needs.