Administrator Guide

To apply Section Headers to the New/Edit forms, the first step is to create (or modify) the Form Sections Column field for the desired list.

1. From within the desired List (ie., Accounts, Contacts) go to List/List Settings.

2. Go to the choice Column Field called “Form Sections”, or add the Column if it doesn’t exist (the spelling must be correct).

3. In the Choice section, list the desired Section Headings for the form, each on a separate line:

4. The first or Main Section heading can also determine the colours for the form by adding the HTML HEX colour codes for the Header Text, Header, Title and Value. If you’re interested in learning the new Custom Styling method, check out the section on Custom Page Styles.

Note: Add the word “pinned” to any Form Section that should be in a collapsed state.

5. Save the changes.
6. Next, access the Web Part properties for the appropriate New/Edit form by selecting “Edit” on an existing Accounts item (or other desired List), then click on the Tools/Quick Edit Icon or use Page/Edit Page:

7. Drag the Section Headings from “Available Columns” to “Selected Columns” wherever they should be inserted into the form (shown below). If you have ONLY changed the colours it is only necessary to drag the primary / top level header which controls the configuration.

8. Click “OK” when finished.

Note: If you wish to apply the Form Sections & Headers to both the New and Edit form, setup steps 5 through 8 shown above must be performed on both the New Form and the Edit Form.

Pinning Headers

To pin (shown in a collapsed state by default) a Form Section header, add the word “pinned” after the header name choice.

For example, in the example above a header called “Other” will be in a collapsed state by default but can be opened by the user when clicking [Show].

Section Colours

It’s easy to add or change the colours of Flex Edit/New Form Sections. The following elements within the Form Sections can each have its own HTML colour designation (HEX). This is a six-digit, hexadecimal number used in HTML to represent colours.

1. Header section

2. Title section

3. Value section

If the correct syntax for the code is not used, the Form Section header will not be applied correctly. List the text to be displayed, followed by each section with the desired colour code. Use commas to separate each segment. See example:

[Section Title Text]|[header=#HEX Code],[title=#HEX Code],[value=#HEX code]

Main Details|header=#C2C5D1,title=#E5E6FF,value=#DEDEDE

Header Text Colour

By default, the text in each Section Heading is white. This text colour can also be changed by adding a colour designation for “header text” as well:

[Section Title Text]|[headertext-#HEX Code],[header=#HEX Code],[title=#HEX Code],[value=#HEX code]

Main Details headertext=#1C4269,header=#C2C5D1,title=#E5E6FF,
value=#DEDEDE

Some frequently used colour codes are shown below for your reference:

• Black #000000
• Grey #7F7F7F
• Navy #000016
• Blue #1C4269

Note: There are many online references that display HTML HEX colour values such as www.colourpicker.com.

Modifying Existing Headers

To change an existing header name, pinning type or colour, locate the Column Field “Form Sections” in the specific Flex list and modify the choice name/structure as required. (Refer to the previous sections of this Guide, “Section Headers” and “Section Colours” for further information on changing the look of your Flex forms.)

1. Go to the Edit / New Form and drag the new/modified <header> field from the “Available Columns” to the “Selected Columns”

2. When you are finished applying your changes, click “OK”.

Add Attachment

The ability to “Add Attachments” to New and Edit forms is now a default setting but can easily be added if not present (refer to the “Add Attachments” section in this Guide under Configurable Features for setup.)

Form Header Text Colour (Winter 2015)

The background colour of the sections can be changed by adding the HTML/HEX colour code desired. This is a six-digit, hexadecimal number used in HTML to represent colours.

By default, the text in each Section Heading is white. With the very light colour scheme in SharePoint 2013, some users may prefer this text to be a darker colour.

The colour of the Header Text can be changed by adding a designation for “header text”.

Simply add a colour designation in the Form Sections column for the desired list(s):

1. From the List View, go to List/List Settings, and select “Form Sections”

2. Add the “headertext” designation in the format shown below:

[Section Title Text]|[headertext-#HEX Code],[header=#HEX Code],[title=#HEX Code],[value=#HEX code]

Main Details|headertext=#1C4269,header=#C2C5D1,title=#e5e6ff,
value=#DEDEDE

Note: If the correct syntax for the code is not used, the Form Section header will not be applied correctly. List the TEXT to be displayed, followed by each section with the desired colour code. Use commas to separate each segment.

Some frequently used colour codes are shown below for your reference:

• Black #000000
• Grey #7F7F7F
• Navy #000016
• Blue #1C4269

3. Click “OK” to save the changes.
4. Apply the change to your New/Edit Forms by editing Flex EditNewForm2.aspx Web part properties for the desired List. Drag the updated Column from “Available” to “Selected” in the desired location:

5. Click OK. Repeat this process for each List and New/Edit form you wish to change.