SharePoint components - business processes without development, InfoPath, SharePoint Designer or workflows. SharePoint Services, SharePoint Foundation & SharePoint Server 2010-2016.

November 2014
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Introducing Fragments - create customized SharePoint forms

By: Vladi Gubler | Comments [5] | Category: Products | 11/26/2014

Hi,

New features just came out with the latest release of Smart List Pro, our leading Ultimate Forms component. First of all, you can now control the number of layout columns for each tab, so one tab can arrange its columns in two layout column, while the other arranges them in one. Some column types, such as Associated Items, are more suitable to be displayed spanning the whole form, so now you can place them on a separate tab, with column number set to 1.

But the main new feature is what we call Fragments. These are basically pieces of content, such as a combination of text, images and so on (anything you can create in a rich text editor). Fragments are created and saved for the whole list and can be included within tabs or groups. So now you can include instructions, pictures or links anywhere within your form.

Logo in form

 

Walkthrough - using dynamic permissions

By: Genady Vaisman | Comments [3] | Category: Products | 11/18/2014

Hi there,

I want to show you a simple application of our Smart List Pro dynamic permissions capability.

We are going to build an insurance list, which can be used for both home and car insurance.

Now all of you that own a house and drive a vehicle probably know that each of the above insurances has unique information which is completely irrelevant to the other, but they both do have some common data.

Insurances List

First of all we will build a list containing the following columns:

list settings

The choice columns will have the following options:

types

For insurance type column I used the Infowise Color field, but a regular choice column would do as well.

After creating all the columns we'll head into the list settings > Infowise Tabs and Tabs Permissions to define the following tabs

tabs

Note that the Main Details tab doesn't have Permissions, as it is opened by default and contains the common information of the insurances.

The following are the columns and permissions definitions for each tabs:

main

home

Home details tab has 2 permission rules:

  1. Deny for all users in all forms, if Insurance Type isn't Home
  2. Grant write permissions to all users in all forms, when Insurance Type has Home as the selected option

vehicle

Vehicle details tab has a similar set of permission rules for Vehicle as the selected value.

 

Now in order for this to work dynamically, we'll need these settings under Permissions section to be checked as well

permissions

 

Now that the setup part is done and we click on the new item link:

new

initially we get only the Main Details tab with common information. And when we select a value inside the Insurance Type column, the appropriate tab will appear

home

home details

If we need a new vehicle insurance:

vehicle

vehicle details

all this process is executed dynamically without the page being reloaded or redirected.

 

Thank you for reading and keep enjoying our products!