Product · Forms

DynamicForm

Configurable list forms for SharePoint

Replace the standard form of your SharePoint list with a freely configurable form: with sections, visibility rules, required fields, attachments and hint blocks. Configured visually, without JSON, right in SharePoint.

Available for
SharePoint OnlineSharePoint OnlineSharePoint On-PremisesSharePoint On-Premises
SaveCancel
New request
Please fill in the required fields.

General

Title*
Office furniture quote
Category
External
Responsible
AKAnna Keller
Due by
30/11/2026
Reason
Supplier outside the framework agreement.

Details

Amount
CHF 1’250.00
Approved
No
Attachments
Quote.pdf
Add file
Why DynamicForm

List forms that look the way your process needs them.

The standard SharePoint form shows every column one below the other. DynamicForm turns it into a clearly structured form: configured in the browser, without code and without JSON.

!The challenge

One long list of columns

The standard form lists every column one below the other, with no groups and no overview.

Everything is always visible

Fields that only matter in certain cases are still shown to everyone.

The form lives in the list only

Anyone who wants to submit something first has to find the list, instead of having the form right on the page.

Changes need code

A custom form quickly means development effort, and every change needs another order.

Guidance is missing

Explanatory texts and hints are hard to place in the standard form.

Several pages, several copies

Maintaining the same form on several pages means adjusting every copy separately.

DynamicForm changes that
The solution: four steps to your own form
01

Choose a list

Pick the list and content type. DynamicForm reads the columns straight from SharePoint.

  • Existing lists
  • Content types
  • No data migration
02

Design the form

In the configurator you group fields into sections and define rules.

  • Sections and columns
  • Visibility rules
  • Default values
03

Place it

Show the form right on the page, as a dialog, or from the list command bar.

  • On the page
  • As a dialog
  • In the command bar
04

Fill it in

Users create, edit or view items. The data ends up in your list.

  • New, edit, display
  • Message after saving
  • File attachments
Features in detail

Every feature in detail

From the configurator through layout and rules to use in the list: jump straight to the topic you are interested in using the navigation on the left.

No JSON

Build forms visually

A dialog with five tabs leads from the source to the presentation, right in the page’s property pane.

Take over from list
One click creates sections from the list’s columns, grouped by column group.
Drag & drop
Move, rename and remove fields and sections, or reorder them with the arrows.
Live checks
The configurator reports missing details, incomplete rules and fields that are not in the form before you apply.
Configure form
SourceLayoutRulesPresentationAdvanced
⤓ Take over from list+ Add section
Section
General
Read-only
Title (Title)Full width
Category (Kategorie)Full width
Responsible (Verantwortlich)Full width
Add field …
Section
Details
Read-only
Amount (Betrag)Full width
Approved (Genehmigt)Full width
Add field …
Note: the field “Reason” is not assigned to a section yet.
CancelApply

Clear

A form with structure

Break long column lists into sections with one or two columns.

Sections
With a title and a fine line, one or two columns. Individual fields can span the full width.
Hint blocks
Explanatory text as an HTML block above a section, displayed sanitized.
Read-only sections
Show details that users should see but not change.
SaveCancel
New request
Please fill in the required fields.
How to fill in this form
A hint block above the section, with its own text and link.

General

Two columns
Title*
Office furniture quote
Category
External
Responsible
AKAnna Keller
Due by
30/11/2026
Description
New desks for the Bern office. Two quotes are available.
Full width

Approval

Read-only
Amount
CHF 1’250.00
Approved
No

Dynamic

Fields appear when they are needed

Show or hide fields and whole sections depending on other fields.

Visibility rules
Show a field for certain values, or as soon as another field is filled in.
Default values
Pre-fill fields for new items. Existing items stay unchanged.
Protection from mistakes
The configurator warns about rules that would accidentally hide a section by itself.
Rules
“Reason” is visible when “Category” = “External”
Section “Details” is visible when “Category” = “Other”

General

Title*
Office furniture quote
Category

Try it: pick a category.

Native to SharePoint

The common SharePoint columns, supported directly

DynamicForm works with your real list columns. Required fields and descriptions come from the column itself.

Text and choice
Single line, multi-line with rich text, choice and multiple choice.
People and links
People, lookup fields and managed metadata with the usual pickers.
Numbers, dates and more
Number, currency, date and time, yes/no, hyperlink and file attachments.
All common SharePoint columns
How DynamicForm renders the field types of your list.
Text
Office furniture quote
Choice
External
Multiple choice
BernZurich
Lookup
Refurbishment project
Number
12
Currency
CHF 1’250.00
Date
30/11/2026
Yes/No
Yes
Person
LSLaura Schmid
Hyperlink
softforge.ch
Managed metadata
Procurement
Attachments
📎 Quote.pdf
Multi-line / rich text
Formatted text with highlights and lists.
Required fields and descriptions come from the column in SharePoint.

Flexible

On the page, in a dialog or in the list

Place the same form where your users work.

On the page or in a dialog
Embedded directly or behind a button, with the dialog in four widths.
List command bar
Commands for new, edit and display right in the list view.
Item picker
Visitors search for an existing item and open it to edit or view.
Requests
Dynamic form “new”editdisplay
AKOffice furniture quoteExternal
MHElevator maintenance contractInternal
LSReplacement projectorOther
New request
Title*
Office furniture quote
Category
External
SaveCancel

From the first entry to the view

New, edit, display: one form for everything

The same layout for all three modes. You decide what happens after saving.

Three modes
Create new items, edit existing ones or view them read-only.
After saving
Show a message, reset the form, close the dialog or redirect to a page.
File attachments
Add and remove attachments, and undo a removal.
CloseEdit
The data has been saved.
New request
Please fill in the required fields.

General

Title*
Office furniture quote
Category
External
Responsible
AKAnna Keller
Due by
30/11/2026
Reason
Supplier outside the framework agreement.

Details

Amount
CHF 1’250.00
Approved
Yes
Attachments
Quote.pdf
Deployment

Up and running in three steps

DynamicForm comes as an app package and needs no API permissions. Nothing has to be approved in the SharePoint admin center.

1.Deploy the app
The package (.sppkg) is deployed to the app catalog, for SharePoint Online or SharePoint Server Subscription Edition.
2.Web part or command bar
Add the web part to a page or use the commands in the list.
3.Configure the form
Choose source, layout, rules and presentation in the dialog, without any JSON.

Supported platforms

  • SharePoint Online

    Deployed through the tenant app catalog.

  • SharePoint Server Subscription Edition

    Its own package, deployed through the farm app catalog.

Security & data protection

Your data never leaves your tenant.

DynamicForm runs entirely within your Microsoft 365 environment — following your policies, in your SharePoint, and developed in Switzerland.

Everything stays in your tenant
No information leaves your Microsoft 365 tenant. All data stays entirely within your own environment.
Your policies apply
DynamicForm follows your tenant’s policies and compliance rules — no special exceptions, no shadow IT.
Data in SharePoint
Documents and content are stored in your SharePoint libraries — with the permissions you already manage.
Completely Swiss Made
Developed entirely in Switzerland — by SoftForge, your Swiss software partner.

Because all data stays in your tenant, your own governance, compliance and data protection requirements apply automatically.

Your Microsoft 365 tenant
100% Swiss MadeDeveloped & operated in Switzerland

FAQ

Frequently asked questions

01
Which lists does DynamicForm support?
DynamicForm works with custom SharePoint lists and their content types. The form uses the real columns of the list, so no data migration is needed. Document libraries are currently not part of the scope.
02
Do I need programming skills?
No. The form is assembled in the “Configure form” dialog, without code and without JSON. For advanced users there is a JSON import and export on the “Advanced” tab.
03
Where are data and configuration stored?
Entries end up in your SharePoint list. The configuration lives in the page’s web part or, if you use one configuration per list, as a file in the “config” library of your site. There is no external service.
04
Which permissions are required?
DynamicForm needs no API permissions and works with the rights of the signed-in person. Saving a configuration requires the “Manage Web” permission.
05
Does DynamicForm also work on-premises?
Yes, with SharePoint Server Subscription Edition (its own package). Older versions such as SharePoint 2019 are not supported.
06
Can I calculate fields or build multi-step forms?
No. Visibility rules and default values are possible. Calculated fields, formulas, tabs and multi-step wizards are not part of the scope.
07
Which languages is DynamicForm available in?
The configurator and the form are available in German and English. The language follows the SharePoint display language.
08
How do I get DynamicForm?
Get in touch with us. We will show you DynamicForm in a demo and discuss deployment in your environment.

Contact us

We look forward to learning about your requirements and presenting our solutions to you. Feel free to contact us to arrange a meeting.

Address
Spittel 5
3953 Leuk-Stadt