Extracting SPO list formatting

#sharepoint #spo #powershell

SPO offers intuitive user interface for defining list formatting, including list, views, and as of spring this year, also forms:

This approach is fully manual, which is fantastic for end users, but perhaps not optimal for developers. And what would happen if I want my customer to design their lists and forms, and include their design in automated deployment?

Luckily, this can be done with the PowerShell functions below.
First, export the customizations to a set of xml, csv and json files:

function Get-ListFormatting {
    [CmdletBinding()]
    param (
        [Parameter()]
        [string]
        $listName,
        [string]
        $folderPath
    )

    $clientContext = Get-PnPContext
    $list = Get-PnPList $listName -Includes SchemaXml

    $contentType = Get-PnPContentType -List $listName | Where-Object { $_.Name -eq "Item" -or $_.Name -eq "Element" }
    $clientContext.Load($list.Views)
    $clientContext.Load($contentType)
    $clientContext.Load($contentType.FieldLinks)
    $clientContext.ExecuteQuery()

    # 1. Get form customizer
    $contentType.ClientFormCustomFormatter | Out-File "$folderPath\ListFormatting.Form.$listName.json"
    # 2.Get fieldLinks settings
    $contentType.FieldLinks | Select-Object Name, Hidden, Id |  Export-Csv  "$folderPath\ListFormatting.ColumnOrder.$listName.csv" -NoTypeInformation

    # 3. Get list views 
    $listUrl=$list.RootFolder.ServerRelativeUrl+"/"
    $list.Views | Where-Object { $_.PersonalView -eq $false } | Select-Object Title, Id, @{name = "Url"; expression = { $_.ServerRelativeUrl.Replace($listUrl,"").Replace(".aspx","") } } | Export-Csv  "$folderPath\List.Views.$listName.csv" -NoTypeInformation
    $list.Views | ForEach-Object {
        $v = Get-PnPView -List $list -Identity $_.Id -Includes HtmlSchemaXml 
        $v.HtmlSchemaXml |  Out-File "$folderPath\List.View.$listName.$($_.Id).xml"
    }

    #get list views formatting
    $views = $list.Views | Where-Object { $null -ne $_.CustomFormatter } 
    if($null -ne $views){
        $views | Select-Object Title, Id | Export-Csv  "$folderPath\ListFormatting.Views.$listName.csv" -NoTypeInformation
        $views | ForEach-Object {
            $_.CustomFormatter | Out-File "$folderPath\ListFormatting.View.$listName.$($_.Id).json"
        }
    }

    #get columns formatting
    $columns= Get-PnPField -List $listName | Where-Object {$null -ne $_.CustomFormatter } 
    if($null -ne $columns){
        $columns | Select-Object InternalName | Export-Csv   "$folderPath\ListFormatting.Columns.$listName.csv" -NoTypeInformation
        $columns | ForEach-Object {
            $_.CustomFormatter | Out-File "$folderPath\ListFormatting.Column.$listName.$($_.InternalName).json"
        }
    }
}

And then use them to apply the customizations to your target list.

function Set-ListFormatting {
    [CmdletBinding()]
    param (
        [Parameter()]
        [string]
        $listName,
        [string]
        $folderPath
    )
    if (Test-Path -Path $folderPath){

        Write-Host "LIST $listName "
        $clientContext = Get-PnPContext
        $list = Get-PnPList $listName

        #Get Content Type
        $contentType = Get-PnPContentType -List $listName | Where-Object { $_.Name -eq "Item" -or $_.Name -eq "Element" }
        $clientContext.Load($contentType)
        $clientContext.Load($contentType.FieldLinks)
        $clientContext.ExecuteQuery()

        # 1. Set form customizers
        if ($t=Test-Path -Path "$folderPath\ListFormatting.Form.$listName.json" -PathType leaf){
            Write-Host "Setting form customizers from $folderPath\ListFormatting.Form.$listName.json"
            $contentType.ClientFormCustomFormatter = (Get-Content -Raw -Path "$folderPath\ListFormatting.Form.$listName.json").ToString()
            Write-Host "...done"
        }
        # 2.a Set fieldLinks order
        if ($t=Test-Path -Path "$folderPath\ListFormatting.ColumnOrder.$listName.csv" -PathType leaf) {
            Write-Host "Setting fields order from $folderPath\ListFormatting.ColumnOrder.$listName.csv"

            $ColumnOrder = (Import-Csv "$folderPath\ListFormatting.ColumnOrder.$listName.csv").Name
            $contentType.FieldLinks.Reorder($ColumnOrder)
            Write-Host "...done"
        }
        # 2.b Set fieldLinks.Hidden 
        if ($t = Test-Path -Path "$folderPath\ListFormatting.ColumnOrder.$listName.csv" -PathType leaf) {
            Write-Host "Setting hidden fields from $folderPath\ListFormatting.ColumnOrder.$listName.csv"

            Import-Csv "$folderPath\ListFormatting.ColumnOrder.$listName.csv" | ForEach-Object{
                $contentType.FieldLinks.GetById($_.Id).Hidden = [System.Convert]::ToBoolean($_.Hidden)
            }
            Write-Host "...done"
        }
        $contentType.Update(0)
        $clientContext.ExecuteQuery()

        # 3. Set list views
        if ($t = Test-Path -Path  "$folderPath\List.Views.$listName.csv" -PathType leaf) {
            Write-Host "Setting views"

            #Get All List Views 
            $clientContext.Load($list.Views)
            $clientContext.ExecuteQuery()
            $listUrl=$list.RootFolder.ServerRelativeUrl+"/"
            $views = $list.Views | Select-Object Title, @{name = "Url"; expression = { $_.ServerRelativeUrl.Replace($listUrl, "").Replace(".aspx", "")}}

            Import-Csv "$folderPath\List.Views.$listName.csv" | ForEach-Object {

                $xml = [xml]( Get-Content "$folderPath\List.View.$listName.$($_.Id).xml" -Raw)
                $isDefault = [boolean]$xml.View.DefaultView
                $fields =  $xml.View.ViewFields.FieldRef.Name 
                $query = $xml.View.Query.InnerXml
                $aggregations = $xml.View.Aggregations.InnerXml
                $viewType2 = $xml.View.ViewType2

                $url = $_.Url
                $viewTitle = ($views | Where-Object { $_.Url -eq $url } ).Title

                if($null -ne $viewTitle){
                    Write-Host "Updating view $viewTitle to $($_.Title)"
                    $v = Set-PnPView -List $listName -Identity $viewTitle -Fields $fields -Values @{Title = $_.Title; ViewQuery = $query; ViewType2 = $viewType2 } -Aggregations $aggregations
                }
                else{
                    Write-Host "Creating view $($_.Title)"
                    #cannot set view url when creating the list. the following workaroud required
                    $v = Add-PnPView -List $listName -Title $_.Url  -SetAsDefault:$isDefault -Fields $fields -Query $query -Aggregations $aggregations
                    $v = Set-PnPView -List $listName -Identity $_.Url -Values @{Title = $_.Title ; ViewType2 = $viewType2} 
                }
            }
        }

        #Set list views formatting
        if ($t=Test-Path -Path "$folderPath\ListFormatting.Views.$listName.csv" -PathType leaf){
            Write-Host "Setting  list views formatting"

            #Get All List Views 
            $clientContext.Load($list.Views)
            $clientContext.ExecuteQuery()
            $views = $list.Views.Title

            #Get exported Views Info (Title & Id)
            Import-Csv "$folderPath\ListFormatting.Views.$listName.csv" | ForEach-Object{
                #If target list contains the view and the file exists
                if ($views.Contains($_.Title) ) {
                    # Update the List View Formatting Definition
                    $listViewFormattingJSON = Get-Content -Raw -Path "$folderPath\ListFormatting.View.$listName.$($_.Id).json";
                    $listViewColumnDefinition = Get-PnPView -List $listName -Identity $_.Title  
                    $listViewColumnDefinition | Set-PnPView -Values  @{CustomFormatter = $listViewFormattingJSON.ToString() }
                }
            }
        }
        #Set columns formatting
        if ($t=Test-Path -Path "$folderPath\ListFormatting.Columns.$listName.csv" -PathType leaf) {
            Write-Host "Setting columns formatting"

            #Get All List Columns
            $clientContext.Load($list.Fields)
            $clientContext.ExecuteQuery()
            $columns = $list.Fields.InternalName

            Import-Csv "$folderPath\ListFormatting.Columns.$listName.csv"  | ForEach-Object { #$columns.Contains($_.InternalName)
                if ($columns.Contains($_.InternalName)){
                    Write-Host "Setting formatter for $($_.InternalName)"
                    $ColumnFormattingJSON = Get-Content -Raw -Path "$folderPath\ListFormatting.Column.$listName.$($_.InternalName).json";
                    $listColumnDefinition = Get-PnPField -List $listName -Identity $_.InternalName
                    $listColumnDefinition | Set-PnPField -Values @{CustomFormatter = $ColumnFormattingJSON.ToString() }
                }
            }
        }

    }
}

These functions build on top of the Invoke-PnPSiteTemplate, which can be used to export and import SharePoint list with all the necessary fields.
See my previous post for how to handle calculated fields.