We would like to take this opportunity to thank you for spending yet another fruitful year with us as your loyal SharePoint partners. We hope that this passing year has been as challenging and exciting for you as it has been for us.
We are grateful for the growth, new products and the new friends we've made over the passing year. With such new products as Smart Import Pro and Smart Chart Pro and tons of new features in almost all of our existing products, we would like to thank you for your support, positive feedback and suggestions for further improvements. You help us build better solution for the SharePoint community as a whole. We look forward to an even more rewarding 2013!
Have a wonderful Holiday Season, with happiness and prosperity throughout the coming year!
Today I will show you how easy it is to create an automatic weekly summary report and deliver it to the inboxes of the managers, without writing a single line of code. We can use WSS 3.0 or SharePoint Foundation 2010/2013, SharePoint Server is supported, but not required.
We will be using some of the products found in Ultimate Forms Enterprise bundle:
- Smart Action Pro - will allow us to created a timer-based action, which will generate and email a PDF-based report
- Smart Print Pro - will allow us to design and implement the report template
- Associated Tasks Field - will allow us to automatically calculate summaries of sales figures by region
In our demo we will have two lists:
- Sales - this is where our sales figures get entered, either manually or through some automated import, the actual method of data entry is outside the scope of the demo
- Regions - names of the regions, that not only serve as lookup values for the sales figures, but also contain our Associated Tasks summary fields, which will calculate the totals for us.
The following steps will ensure you have the lists you need:
- Create a custom list named Regions, rename the Title column to Region
- Create a custom list named Sales, add the following columns
- Region - lookup to Regions, required field
- Amount - currency, required field
- In Regions list
- Create an Associated Tasks column, pointing to Sales, call it Sales
- Create an Associated Tasks Summary column, use it to Count the ID column in Sales. Call it # of Sales
- Create an Associated Tasks Summary column, use it to Sum the Amount column in Sales. Call it Amount (calculated). This is the column that calculates the sales total. Because the Summary columns only show the values as number, we will need a calculated column to format that value as Currency.
- Create a Calculated column, in its formula only select the Amount (calculated) column. Format the output as Currency. Call it Amount.
We are now ready to setup our report. First, we need to create our custom print template to define the way the report will look like.
- Go to Regions list --> List Settings --> Print Settings
- Create a new template by specifying the following:
- Title - Report (can be anything)
- Type - List, as we want to print all regions in one report
- Select Region, # of Sales and Amount columns
- Add any text to Header and Footer sections. It could be the name of the report and any disclaimers
- Save the template
Now, let's create the action that will produce and send out the report:
- Go to Regions list --> List Settings --> Action Settings
- Click on OK to create a new action column
- Create a new Print action
- Enter Weekly Report as action name
- Specify that the action runs on a weekly timer
- Under Action Settings, specify which items to include in the report. Entering conditions that is always true (such as ID not equals 0) will include all items
- Specify the print template and recipients (user or group)
- Specify email subject and body
- Save the action.
This is it, you've successfully configured a weekly sales report!
Wizards are a great help when it comes to filling out electronic forms. Instead of being drowned in a multitude of different columns, you handle each topic as an individual step with just a limited subset of data to enter at each one.
Smart List Pro brings this powerful feature into SharePoint lists, by allowing you to subdivide your list's columns into tabs and choosing to activate Wizard mode.
When you create a new item, you are only shown the first tab, with Next, Previous (still disabled of course), OK and Cancel buttons. Once you are done entering data into the first tab, click on Next to save it and move to the next tab, click OK to save and return to the list view or click Cancel and have an option of completely deleting the half-finished item.
You can even configure your list to preserve your current position within the wizard, so you can return to the item at a later time and continue just where you left off, isn't that convenient.
Because the item gets saved each time you move between steps, you can use the data you entered during the previous steps to control the columns of the next tabs. For instance, when filling out an insurance claim, you specify the type of insurance (house or car) on the first tab. According to your selection, either House Details or Car Details tab is shown next, so you only enter information into relevant columns!
Get a trial version of Smart List Pro now.