kwizcom forms - introduction
DESCRIPTION
KWizCom Forms is a SharePoint add-on that turns your existing SharePoint list forms into rich, enhanced web & mobile forms. Easily create your custom forms by quickly enhancing existing list forms. No need to deploy and learn a new, external form tool. KWizCom Forms is 100% SharePoint-Native, which means there's no external designer and new proprietary forms technology.TRANSCRIPT
KWizCom Forms
True SharePoint-NativeForms & Mobile Solution
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
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 ($)
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
What’s missing in SharePoint forms? Context and logic Dynamic field constraints Tabs More flexible form layout Cascaded fields Repeating sections Better mobile forms
External Form Tools Feature-rich form designer Enhanced form capabilities
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
KWizCom Forms
Turn your SharePoint list forms into
Smart, Context-Sensitive Forms
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)
Product Features
Let’s show you the features by implementing an IT Helpdesk solution,
step-by-step
CustomerHelpdesk engineer
DemoStatic Field permissions:Allowing different users see different fields
Customer
HelpdeskEngineer
This is the Support Request
form
Some fields should be visible
to customers
Other fields should be visible to
Helpdesk engineers
Hide marked fields from everyone
1
Show these fields only to Helpdesk engineers
2
HelpdeskEngineer
Let’s configure KWizCom Forms to hide these fields
1
1
2
1Select fields that
you wish to show/hide/disable
2
Select permission type
3
Type users/groups for which this permission
rule should apply
4
Select the list forms where you want to
apply the field permission rule
5
Click to add static permission rules
In run-time, these rules are processed
one by one according to their order.
Let’s save the settings and see which fields users see now when creating a new Support Ticket.
Customer
In New/Edit forms users see only these fields, as configured
In View form users see all fields, as
configured
Customer
HelpdeskEngineer
Now let’s make these fields visible to
Helpdesk engineers
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
New rules added, showing the selected
fields to Helpdesk engineers.
5
Customer
Customers still see only part of the
fields, as configured
HelpdeskEngineer
While Helpdesk engineers see all
fields, as configured.
DemoContext-sensitive forms:Dynamically hiding/disabling fields according to business logic
Customer
Selecting a category should show and hide
the relevant fields
Customer
When selecting “Hardware”
Customer
When selecting “Software”
Let’s configure KWizCom Forms to dynamically show these fields
1
1
2
Hide the “Hardware type” field,
and add rule1
2
3
Show the “Hardware type” field
if Category=“Hardware”1
2
3
4
These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
Let’s click “OK” to save settings
Customer
Customer
Customer
Customer
HelpdeskEngineer
These 2 fields should be displayed only when Issue
status field equals “Closed”
Let’s configure KWizCom Forms to dynamically show these fields
1
1
2
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
HelpdeskEngineer
HelpdeskEngineer
Let’s close this Support Request..
HelpdeskEngineer
Relevant fields appear when Issue status is “Closed”
DemoDynamic default values:
1. Different default values for different people2. Automatically update document Title to be
equal to the file’s name
DemoDifferent default values for different people
Customer
For a customer, “Employee” field’s default value should be equal to
[Me](Although it’s invisible)
HelpdeskEngineer
For Helpdesk engineers,The “Employee” field’s default
value should be empty
Let’s configure the “Employee” field’s default value to be equal to [Me] only for customers.
1
2
We have configured 2 Default value rules
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
DemoAutomatically update a document’s Title
(This has nothing to do with our Helpdesk example, but still it’s an annoying issue…)
Click the “Library” ribbon
Then click the “List Extensions Settings”
menu
Select the field for which you want to
setup a default value
Define your dynamic default value
And click to add this rule
Rule added
Click “OK” to save the settings
Let’s add now a new document
DemoField Constraints:1. Dynamic: Conditionally-mandatory fields2. Custom: Validate custom pattern using
regular expressions
DemoField Constraints:Dynamic: Conditionally-mandatory fields
HelpdeskEngineer
These 2 fields should be mandatory only when Issue status field equals “Closed”
Let’s configure the Resolution and Issue closing date fields to be mandatory only if Issue status equals “Closed”.
1
2
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
We’ve configured 3 field validation rules
Issue closing date mandatory and not in
the future
Resolution mandatory
Helpdesk engineer edits a Support Request item
HelpdeskEngineer
Change Issue status to “Closed”
HelpdeskEngineer
Try to save without updating Resolution
and Issue closing date fields
HelpdeskEngineer
HelpdeskEngineer
Validation errors, as configured
DemoField Grouping:Lets divide a long form to multiple tabs, each visible to relevant audience
1
2
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
Customer
This is the group (tab) used to create
support requests
And this one is for Helpdesk engineers to update case resolution
details.
Helpdesk engineer
CustomerCustomer sees only one tab, because he has no
permissions to see any of the fields in the other tab.
HelpdeskEngineer
Helpdesk engineer sees the 2 tabs
HelpdeskEngineer
Summary – KWizCom Forms Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs)
Stan
dard
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
DemoMulti-row forms:Managing employee expense reports
Data ModelExpenses
Expense Details1
∞
(1) Create your Expense Details list
(2) In your Expenses list create a Repeating Rows column that connects to the Expense Details list
Connect to the details list
Select the columns to be displayed in the
Repeating Rows field
Configure each column’s width
Configure summary fields for
numeric/currency fields
Configure amount of displayed rows
Preview result
Let’s save the settings and see the result end-user experience
Let’s create a new expense report
Added expenses and clicking
“Save”…
All configured form features work within the
Repeating Rows field
Form summary field available as
list column
Hover over the Repeating Rows column
to quickly view the details
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
SharePoint Custom ActionContext-sensitive menus for productive business users
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
DemoCustom menus for a more convenient IT Helpdesk UX
Demo
This is my helpdesk workspace
I see an unassigned issue that I wish to
assign to myself
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”
Demo
I am clicking the custom menu to gain ownership over this
support ticket
Demo
Now the issue appears under “My Support Tickets” web part(which means it is assigned to me)
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!
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
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.
Demo
I am redirected to the issue’s edit form, That includes only the
relevant fields (other fields are automatically updated)
Demo
Once I save my updates, I can see that some additional fields were auto
updated(Issue Status, Issue Closing Date)
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
KWizCom MobileImproving efficiency of the mobile workforce
KWizCom MobileSmart, focused interface for productive mobile users
KWizCom Mobile
KWizCom MobileSmart, focused interface for productive mobile users
Server solution
DemoGo Mobile:1. All KWizCom Form features work in
mobile devices.2. Create your custom mobile pages
Let’s click“Go to mobile view”
Optimized display for mobile devices
All KWizCom Forms features work in mobile
Custom Actions
Design once for both web and mobile!
DemoLet’s design a more convenient mobile workspace for IT Helpdesk engineers
1st, create mobile pages
A page includes “page parts”
The result:
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
KWizCom Forms
True SharePoint-NativeForms & Mobile Solution
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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/
Thank you!
Nimrod GevaProduct Group Manager, [email protected]