Hello, my name is Robert Cathlina and I recently joined the Infowise team as a Training Specialist. Though I am new to the Infowise platform, I have been working with SharePoint since 2011 to train users and automate processes. SharePoint is robust itself, but I believe strongly in the no code Infowise solution to forms and automation.
I am excited to better understand and share the Ultimate Forms Suite. I will begin with writing user guides for the foundational training. This training does a great job of demonstrating all the unique features that the Ultimate Forms platform brings together. These trainings help users to understand the wide range of features that comes with the Ultimate Forms Suite and how to apply them to their day to day tasks.
To find out more information on the Foundation-Level labs and Instructor facilitated training, please visit the training information page. If you have any questions on the training or on the product in general, please reach out to me at Robertc@infowisesolutions.com.
Looking forward to training!
We got requests from customers to make validation errors on forms more prominent. Up until now, if you had a validation error on a tab, we would add a red asterisk to the tab name. Customers felt that it was too easy to overlook, especially with larger forms. The Save button would then not work and it would take time to figure out what was going on.
We added a more prominent error sign to the tab name and also a validation summary box under form, listing tab and column names with validation errors, like so:
Hope it helps make forms more user-friendly, just re-save the tab settings to get the latest version.
The change applies to O365 customers only, on-prem customer already received a similar update in one of the latest versions.
Fresh off the presses is a new article that talks about how users can tie their forms to services inside of Azure. A prime example is Azure Logic Apps, which enables integration between disparate services like LinkedIn, Twitter, or Dynamics CRM. By setting up a Logic App that is activated through an HTTP Request, users can use the Call a Web Service action in Ultimate Forms to kick off these actions. The high-level process is found in our Training Documentation here: Using Actions in Azure Logic Apps
In the article, we take a SharePoint List to create a place for users to submit moderated tweets. The idea being that the marketing team could approve/disapprove tweets sent out under a corporate account. Then we create an Azure Logic App which takes the tweet as a parameter and sends it over to Twitter for publishing. Then we configure Ultimate Forms actions to pass the tweet as a parameter when it gets approved. In the end, we get tweets from SharePoint using a standard approval process.
A screenshot of the Logic App Design Surface
When I learn about new products, I like to see what the limits I can push the software to. Finding integration points especially with services in Azure show users the flexibility the platform offers. In Addition, the pattern followed to interact with a REST Service could easily be replicated across other web properties. Hopefully seeing what Ultimate Forms can do will enable users to try this on their own lists, reaching into their cloud services.
So, make sure you take a look the training article and download the related document.
Hello, my name is Isaac Stith and I have recently joined the Infowise team as a Training Specialist. I am relatively new to the Infowise product though I have been using SharePoint for process improvement since 2012. I love the power that the Ultimate Forms Suite brings to SharePoint users and exploring creative solutions.
I am very excited to bring my experience in SharePoint and apply it to developing solutions with the Ultimate Forms Suite, sharing that expertise through training. To start, I will be delivering training on the foundation level labs using the Ultimate Forms platform. This training is a great way to get up to speed on the toolset. Users can learn a wide variety of infowmation in their training scenarios, acquiring experience they can directly apply to their day to day approach.
To find out more information on the Foundation-Level labs and Instructor facilitated training, please visit the training information page. If you have any question on the training or on the product in general, please reach out to me at firstname.lastname@example.org.
See you in training!
New feature in Ultimate Forms: you can now configure where the Edit form redirects when you click on Save. By default, the form redirects back to the list view. Now, you are able to configure the target of redirection to the view (default), edit form or display form. Additionally, you can configure whether to add a new button to the form (Save & Edit or Save & View) or just to use the regular Save button. When you use the regular button and redirect back to Edit form, the second time you save, you will be redirected to the view, to prevent users from getting stuck in an infinite loop.
One of the common reasons to use this feature is integration of actions. Actions are executed on Save, so the user might need to perform additional data entry based on the results of the action execution. Note that in this scenario it's best to set the action to execute Synchronously, to make sure it completes before the form reloads.
The new features is accessible under General Settings section of Tabs and tab permissions.
NOTE: the feature is already added to the app version and will be coming to on-premises version in the next release.