Introduction
In this article, we will see how to add a SharePoint list with a few fields in all items viewed on a SharePoint page and show/ edit all the details of any selected list item on the same page. Sometimes we have requirements where we want to show/ edit the details of any selected SharePoint list item.
We usually go with a custom web part or some app in Power Apps, but we can achieve this without any customization. We can use out-of-the-box SharePoint web parts and features to do this.
How to Create a SharePoint Custom List?
We have created a custom SharePoint list Work progress tracker to track the progress of work assignments. We have added some sample data to this list. Now we want to show records from this list on the SharePoint page. We will show the end user only the Work item and Description fields.
How to Create a custom view for the list?
Now create a custom view named My Custom View using the Create new view option. This view will show all list items on the SharePoint page.
We will include only the Work item and Description field in this view. All other fields will be shown using the display/ edit form on the page for the selected items.
Create SharePoint modern page
Create a modern SharePoint page to add your web parts to show/ edit details from the SharePoint list. Edit the page and add the Two columns section.
In the first column, add the List web part as shown below and select the Work progress tracker list.
Now, edit web part properties and select View as My Custom View. Select the Hide command bar and Hide the “See all” button. This will remove the ability to add a new item directly from this page. Users who have access to this page can only see the list of items but cannot add any new items from this page.
List properties web part
Now add the List properties web part to the right column of the section. If you can’t find the web part, search for the keyword list, and it will show you all the related web parts as per the description of this web part.
Connect to a list or list web part on this page to dynamically display a selected item in the list. Select your list source and the list you want to connect to, and then choose your display and editing options.
After adding the web part, change the title to ‘Details from Work progress tracker’. Edit web part properties, and select the Work progress tracker list in Connect to the source.
In web part properties, you can either allow users to edit data or give them the option only to view data. For our case, we want to display details of the selected item. So, we will switch off the option Allow users to edit list items, as you can see in the above screenshot. You can also select the fields you want to show on the screen. In our case, I have removed the Attachments field as I don’t want to show that field to users.
Display item details
Now all configurations are done. You can save and publish your page. After publishing your page, when you select any item from the left section, you can see the details in the right column, as shown below.
You don’t need to use any custom web part or Power Apps screen. The display form on the right side is formatted using JSON. If you are unaware of how to do it, refer to my article Customize Modern SharePoint List Forms using JSON.
Edit item details
You can also use the same form to edit existing list items by changing the property. Allow users to edit list items to true.
Now you can edit any field value of the selected item on the same page. Changes are auto-saved as soon as you leave the field.
Summary
In this article, I discussed how we could use SharePoint box web parts and configurations to create a page to show and edit item details from a SharePoint list without using any custom code. This can be done by anyone who has some understanding of SharePoint. No need to have developer skills. This can save development costs and effort.
Vinodh NarayananPosted Apr 25, 2023, 4:07 AM
Good one keep going