KWizCom forms - introduction
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Transcript of KWizCom forms - introduction
![Page 1: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/1.jpg)
KWizCom Forms
True SharePoint-NativeForms & Mobile Solution
![Page 2: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/2.jpg)
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
![Page 3: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/3.jpg)
Implementing forms in SharePoint
SharePoint list forms Immediate & simple Works in all SharePoint editions LIMITED
Power-user tool
End-user tool
InfoPath & Other proprietary form tools Advanced, dynamic forms Requires technical InfoPath/other tool skills Not fully integrated with SharePoint Additional cost ($)
![Page 4: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/4.jpg)
Quick & easy implementation
Support for various field types
Fully integrated with workflow, alerts and
searchYou can easily add new parts (such as custom columns, Print,
Scan and more)
List Forms – the natural option
![Page 5: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/5.jpg)
What’s missing in SharePoint forms? Context and logic Dynamic field constraints Tabs More flexible form layout Cascaded fields Repeating sections Better mobile forms
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External Form Tools Feature-rich form designer Enhanced form capabilities
![Page 7: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/7.jpg)
External Form ToolsBut…you lose your SharePoint freedom: Support for custom columns Print File upload Separate design from SharePoint Full integration with SharePoint alerts, workflows,
search Requires Power-user skills
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KWizCom Forms
Turn your SharePoint list forms into
Smart, Context-Sensitive Forms
![Page 9: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/9.jpg)
KWizCom FormsGet all advanced form featuresEnd-user tool, no technical skills requiredYour forms already exist, just enhance
them!100% SharePoint-Native
(Custom columns, themes, workflow)
![Page 10: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/10.jpg)
Product Features
Let’s show you the features by implementing an IT Helpdesk solution,
step-by-step
CustomerHelpdesk engineer
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DemoStatic Field permissions:Allowing different users see different fields
![Page 12: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/12.jpg)
Customer
HelpdeskEngineer
This is the Support Request
form
Some fields should be visible
to customers
Other fields should be visible to
Helpdesk engineers
![Page 13: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/13.jpg)
Hide marked fields from everyone
1
Show these fields only to Helpdesk engineers
2
HelpdeskEngineer
![Page 14: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/14.jpg)
Let’s configure KWizCom Forms to hide these fields
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1
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1
2
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1Select fields that
you wish to show/hide/disable
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2
Select permission type
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3
Type users/groups for which this permission
rule should apply
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4
Select the list forms where you want to
apply the field permission rule
![Page 21: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/21.jpg)
5
Click to add static permission rules
In run-time, these rules are processed
one by one according to their order.
![Page 22: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/22.jpg)
Let’s save the settings and see which fields users see now when creating a new Support Ticket.
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Customer
In New/Edit forms users see only these fields, as configured
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In View form users see all fields, as
configured
Customer
![Page 25: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/25.jpg)
HelpdeskEngineer
Now let’s make these fields visible to
Helpdesk engineers
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1
Select fields that you wish to show
2
Select “Show” permission type
3 Type users/groups for which this permission
rule should apply
Click to add static permission rules
4
![Page 27: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/27.jpg)
New rules added, showing the selected
fields to Helpdesk engineers.
5
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Customer
Customers still see only part of the
fields, as configured
![Page 29: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/29.jpg)
HelpdeskEngineer
While Helpdesk engineers see all
fields, as configured.
![Page 30: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/30.jpg)
DemoContext-sensitive forms:Dynamically hiding/disabling fields according to business logic
![Page 31: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/31.jpg)
Customer
Selecting a category should show and hide
the relevant fields
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Customer
When selecting “Hardware”
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Customer
When selecting “Software”
![Page 34: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/34.jpg)
Let’s configure KWizCom Forms to dynamically show these fields
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1
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1
2
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Hide the “Hardware type” field,
and add rule1
2
3
![Page 38: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/38.jpg)
Show the “Hardware type” field
if Category=“Hardware”1
2
3
4
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These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
![Page 40: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/40.jpg)
These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
Let’s click “OK” to save settings
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Customer
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Customer
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Customer
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Customer
![Page 45: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/45.jpg)
HelpdeskEngineer
These 2 fields should be displayed only when Issue
status field equals “Closed”
![Page 46: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/46.jpg)
Let’s configure KWizCom Forms to dynamically show these fields
![Page 47: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/47.jpg)
1
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1
2
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These 2 dynamic rules display the Issue closing date and Resolution fields only if Issue status equals “Closed”
Let’s click “OK” to save settings
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HelpdeskEngineer
![Page 51: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/51.jpg)
HelpdeskEngineer
Let’s close this Support Request..
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HelpdeskEngineer
Relevant fields appear when Issue status is “Closed”
![Page 53: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/53.jpg)
DemoDynamic default values:
1. Different default values for different people2. Automatically update document Title to be
equal to the file’s name
![Page 54: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/54.jpg)
DemoDifferent default values for different people
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Customer
For a customer, “Employee” field’s default value should be equal to
[Me](Although it’s invisible)
![Page 56: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/56.jpg)
HelpdeskEngineer
For Helpdesk engineers,The “Employee” field’s default
value should be empty
![Page 57: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/57.jpg)
Let’s configure the “Employee” field’s default value to be equal to [Me] only for customers.
![Page 58: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/58.jpg)
1
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2
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We have configured 2 Default value rules
![Page 61: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/61.jpg)
1st rule: set the default value to [Me] for
everyone
Customer
2nd rule: set the “Employee” field’s default value to be empty only for
Helpdesk engineers
HelpdeskEngineer
![Page 62: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/62.jpg)
DemoAutomatically update a document’s Title
(This has nothing to do with our Helpdesk example, but still it’s an annoying issue…)
![Page 63: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/63.jpg)
Click the “Library” ribbon
![Page 64: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/64.jpg)
Then click the “List Extensions Settings”
menu
![Page 65: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/65.jpg)
Select the field for which you want to
setup a default value
![Page 66: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/66.jpg)
Define your dynamic default value
And click to add this rule
![Page 67: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/67.jpg)
Rule added
![Page 68: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/68.jpg)
Click “OK” to save the settings
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Let’s add now a new document
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DemoField Constraints:1. Dynamic: Conditionally-mandatory fields2. Custom: Validate custom pattern using
regular expressions
![Page 73: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/73.jpg)
DemoField Constraints:Dynamic: Conditionally-mandatory fields
![Page 74: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/74.jpg)
HelpdeskEngineer
These 2 fields should be mandatory only when Issue status field equals “Closed”
![Page 75: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/75.jpg)
Let’s configure the Resolution and Issue closing date fields to be mandatory only if Issue status equals “Closed”.
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1
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2
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1
Select the field that you wish to validate
3
Define conditions (when to validate the
field’s value)
4
Click to add this field validation rule
2
Define the validation rule
![Page 79: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/79.jpg)
We’ve configured 3 field validation rules
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Issue closing date mandatory and not in
the future
Resolution mandatory
![Page 81: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/81.jpg)
Helpdesk engineer edits a Support Request item
HelpdeskEngineer
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Change Issue status to “Closed”
HelpdeskEngineer
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Try to save without updating Resolution
and Issue closing date fields
HelpdeskEngineer
![Page 84: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/84.jpg)
HelpdeskEngineer
Validation errors, as configured
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DemoField Grouping:Lets divide a long form to multiple tabs, each visible to relevant audience
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1
2
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1
Create field groups
2
Decide which fields appear in each
groups
3
Define who can see this field-group
4
Configure group layout settings
![Page 88: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/88.jpg)
Customer
This is the group (tab) used to create
support requests
![Page 89: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/89.jpg)
And this one is for Helpdesk engineers to update case resolution
details.
Helpdesk engineer
![Page 90: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/90.jpg)
CustomerCustomer sees only one tab, because he has no
permissions to see any of the fields in the other tab.
![Page 91: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/91.jpg)
HelpdeskEngineer
Helpdesk engineer sees the 2 tabs
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HelpdeskEngineer
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Summary – KWizCom Forms Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs)
Stan
dard
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Prof
essi
onal
KWizCom Forms Professional Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs) Cascaded fields Repeating rows field
Stan
dard
![Page 95: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/95.jpg)
DemoMulti-row forms:Managing employee expense reports
![Page 96: KWizCom forms - introduction](https://reader036.fdocuments.us/reader036/viewer/2022070316/555e04f9d8b42ae4628b584a/html5/thumbnails/96.jpg)
Data ModelExpenses
Expense Details1
∞
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(1) Create your Expense Details list
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(2) In your Expenses list create a Repeating Rows column that connects to the Expense Details list
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Connect to the details list
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Select the columns to be displayed in the
Repeating Rows field
Configure each column’s width
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Configure summary fields for
numeric/currency fields
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Configure amount of displayed rows
Preview result
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Let’s save the settings and see the result end-user experience
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Let’s create a new expense report
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Added expenses and clicking
“Save”…
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All configured form features work within the
Repeating Rows field
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Form summary field available as
list column
Hover over the Repeating Rows column
to quickly view the details
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Prof
essi
onal
KWizCom Forms Enterprise Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs)
Cascaded fields Repeating rows field
File Upload fields Custom Actions KWizCom Mobile
Stan
dard
Ente
rpris
e
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SharePoint Custom ActionContext-sensitive menus for productive business users
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Display customized menus,
relevant to your business logic
Auto-update fields
Trigger workflows
Redirect to pages
Configure permissions for menus
Display selected Tabs
With Custom Actions you can
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DemoCustom menus for a more convenient IT Helpdesk UX
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Demo
This is my helpdesk workspace
I see an unassigned issue that I wish to
assign to myself
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Demo
I clicked the support ticket to
see it in View mode
Since the issue is unassigned, I see a single
custom action called “Assign to me”
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Demo
I am clicking the custom menu to gain ownership over this
support ticket
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Demo
Now the issue appears under “My Support Tickets” web part(which means it is assigned to me)
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Demo
By looking at the Support Tickets list, you can see that the custom action has updated the “Assigned To” and “Issue
Status” fields
Conclusion:You can use Custom Actions to auto-update item fields without having to edit the item!
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Demo
Now I see 2 different custom menus, which are relevant to me as the
support engineer to whom this issue is assigned
Viewing this support ticket
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Demo
Now I see 2 different custom menus, which are relevant to me as the support engineer to whom
this issue is assigned
If I now click this item
After resolving this issue, I am clicking the “Close Ticket”
custom menu to update the relevant ticket’s fields.
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Demo
I am redirected to the issue’s edit form, That includes only the
relevant fields (other fields are automatically updated)
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Demo
Once I save my updates, I can see that some additional fields were auto
updated(Issue Status, Issue Closing Date)
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Create customized menus,
relevant to your business logic
Have less fields to update,
less page refreshes
Easily integrate with workflows
Easier, user-friendly UX
Custom Actions enable you to
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KWizCom MobileImproving efficiency of the mobile workforce
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KWizCom MobileSmart, focused interface for productive mobile users
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KWizCom Mobile
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KWizCom MobileSmart, focused interface for productive mobile users
Server solution
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DemoGo Mobile:1. All KWizCom Form features work in
mobile devices.2. Create your custom mobile pages
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Let’s click“Go to mobile view”
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Optimized display for mobile devices
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All KWizCom Forms features work in mobile
Custom Actions
Design once for both web and mobile!
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DemoLet’s design a more convenient mobile workspace for IT Helpdesk engineers
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1st, create mobile pages
A page includes “page parts”
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The result:
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KWizCom MobileEasily configure a custom mobile solutions
Easy-to-use mobile solutions
Exactly the pages & menus that your business users need!
Less clicks, less page refreshes Work FASTER
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KWizCom Forms
True SharePoint-NativeForms & Mobile Solution
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142
Resources• Product web page:
http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/overview/
• FREE 30-day evaluation version (SP2007, 2010, 2013):http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/download/
• Admin guide:http://catalog.kwizcom.com/sites/pc/Product%20Documentation/KWizCom_SharePoint_List_Forms_Extensions_Feature_Admin_Guide.pdf
• Training videos:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/training-videos/