Working with multiple content types using Nintex Forms for Office 365

Document created by Cellou Diallo Employee on Sep 22, 2014Last modified by Cellou Diallo Employee on Feb 7, 2016
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A content type describes the attributes of a document, folder or list item. Content types provide you with a flexible and consistent way to manage and organize content across list and libraries. Most libraries and lists in SharePoint can contain multiple content types. Each content type can specify a set of properties, forms to edit and display properties available for a document or list item.

 

With Nintex Forms, you can design and customize each content type’s forms that is attached to a list or document library. In this tutorial, we walkthrough how to add multiple content types to a SharePoint list and design and publish each content type’s forms using Nintex Forms for Office 365.

 

This tutorial assumes that you have basic knowledge about designing forms with Nintex Forms.

 

Create SharePoint List

 

With your SharePoint site open, click on the action gear icon on the top right corner and select Add an app.

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Select the Tasks app and give it a name and click Create.

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Add multiple Content Types

 

Open the list you just created and click on the List tab and select List Settings.

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From the list settings page, under the content types section click Add from existing site content types.

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From the Add content type page, locate the Item content type from the selection box and click Add and then Ok.

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Now you should see two content types (Task, Item) in the list of available content type of your SharePoint list.

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Design content type Forms with Nintex Forms Designer

 

Navigate back to your SharePoint list, click on the List tab and select Nintex Forms.

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When the Nintex Forms Designer loads, you will be prompted with a dialog to select which content type you want to customize the form for. Click on the Task content type.

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Note: This dialog will only show when your SharePoint list has multiple content types attached to it. In addition, it lists down all available content types from your SharePoint list that are supported by Nintex Forms. Clicking on the Cancel button will close the Nintex Forms Designer and redirect you back to your SharePoint list.

 

The Nintex Forms Designer will be pre-populated with a form that contains the Task content type fields. In this tutorial we are happy with this default form and will not do any modification. Hit the Publish button to publish the form.

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Next, go back to your SharePoint list, click on the List tab and select Nintex Forms. The Nintex Forms Designer will open again with the content types selection dialog open. This time we want to customize the Item content type. Click on the Item content type to proceed.

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The Nintex Forms Designer will be pre-populated with a form that contains the Item content type fields. In this tutorial we are happy with this default form and will not do any modification. Hit the Publish button to publish the form.

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At this point, we are done designing all of our content types’ form using Nintex Forms. Next, head back to your SharePoint list and start adding new items. You can select which content type form to load from the Tasks tab as below. Clicking on new task will load up the default content type specified in the SharePoint list settings.

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New Item -> Task Content type form

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New Item -> Item Content type form

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Thanks!!

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