SharePoint 365: Customize List Forms & Views
SharePoint 365 - Modifying the List Form and Working with Views
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Course description
This course explores enhancing and customizing SharePoint 365 lists through form modifications and custom views that improve usability. Learners begin by examining how users interact with list forms and how to adjust them to streamline data entry. Lessons demonstrate using Edit Columns to reorder fields, hide or display columns, and control what users see when adding new items. Participants also learn Configure Layout, where optional JSON formatting can style forms with headers, sections, and visual cues, with guidance on when to use JSON for lightweight customization versus when to consider Power Apps for complex design and automation. The course then shifts to views, showing how to organize and display list data by adjusting column order, applying grouping and filtering, and saving or duplicating views. Examples include a “Pending Only” filtered view, group-by options to organize entries by status, and alternative view types such as Calendar, Gallery, and Board. The final section expands on Grid View, demonstrating batch editing, and Excel-style copy and paste, including removing read-only system columns and using autofill to replicate values efficiently. By the end, participants will know how to modify list forms, design multiple customized views, and leverage grid functionality to manage and visualize information for end users.
What you’ll learn
- Understand the fundamentals of SharePoint 365 - Modifying the List Form and Working with Views
- Work confidently with the core tools and features
- Build toward intermediate-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
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Preview
Related courses
SharePoint 365 - Configuring Permissions and Site Navigation
SharePoint 365 Site User - Introduction to SharePoint
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
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