kwizcom forms
DESCRIPTION
Know what there is to know about KWizCom Forms for SharePoint, including: Enhancing your SharePoint list forms Adding custom actions with specific forms + logic for your use cases Going mobile with SharePointTRANSCRIPT
KWizCom Forms
True SharePoint-NativeForms & Mobile Solution
Shai PetelVP R&D, MVP
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
• 50+ products & add-ons for SharePoint
Implementing forms in SharePoint
SharePoint list forms
Power-user tool
End-user tool
InfoPath or other proprietary form toolsWorkflows with forms
Quick & easy implementation
Support for various field types
Fully integrated with workflow, alerts and
search
You can easily extend functionalityCustom columns, Print, Scan and more
List Forms – the natural option
What’s missing in SharePoint forms? Context and logic Dynamic field constraints Tabs, group fields More flexible form layouts Cascaded fields Repeating sections Better mobile forms
External Form ToolsFeature-rich form designerEnhanced form capabilities
External Form ToolsBut…you lose your SharePoint freedom: Support custom columns? Support file upload? Separate design from SharePoint Need to create all your forms from scratch Partial integration with SharePoint
(alerts, workflows, search) Requires trained power-user/development skills
KWizCom Forms
Turn your existing
SharePoint list forms into
Smart, Context-Sensitive Forms
KWizCom Forms Get all advanced form features End-user tool, no technical skills required Enhance existing SharePoint forms with
advanced features Design once for web and mobile 100% SharePoint-Native
(Custom columns, themes, workflow)
Product Features
Let’s show you how the product works 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
formSome 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
1
Select 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 rulesIn 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”
Yes, alternatively you can create one rule to hide hardware type if category does
not equal 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
Simply do the same for software…
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”
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
Resolution mandatory
Issue closing date mandatory and not in the future
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
Customized validation errors appear
DemoField Grouping:Lets divide a long form to multiple tabs, each visible to relevant audience
1
2
1Create 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
Customer
Customer 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 FormsField-level permissionsView-level permissionsDynamic field constraintsDynamic default valuesField-grouping (Tabs)
Stan
dard
Prof
essi
onal
KWizCom Forms ProfessionalField-level permissionsView-level permissionsDynamic field constraintsDynamic default valuesField-grouping (Tabs)Cascaded fieldsRepeating 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 fieldConfigure each column’s width
Configure summary fields for numeric/currency fields
Configure default number of 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, to
match user scenarios & use-cases
Auto-update fields, minimize
human errors
Trigger workflows
Redirect to pages
Configure permissions for menus
Display only relevant fields for this
use case
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 now…
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)
Display customized menus, to
match user scenarios & use-
cases
Have less fields to update,
less page refreshes
Easily integrate with workflows,
but much more than
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 automatically modified to
work in mobile
Custom Actions
Design once for both web and mobile!
Agenda viewApproveUpload files & attachments
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
HTML5, jQuery Mobile
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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/
Questions?
Shai PetelVP R&D, MVP@[email protected] http://kwizcom.blogspot.com