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

December 2013
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Dynamically applying tab/column permissions in list forms

By: Vladi Gubler | Comments [0] | Category: Products | 12/6/2013

Hi,

Big news here for users looking for a replacement for InfoPath-based SharePoint forms!

Smart List Pro is our bestselling product that allows you to extend the built-in SharePoint forms, turning regular list in real business applications. With tabbed interface, tab and column permissions, advanced validation rules and customizable default values, your forms will never look and work the same.

Until now the tab/column permissions were only evaluated on the server, just before loading the form in your browser. Once loaded, the columns would remain in the same state (writable, read-only or hidden) until your saved and re-opened the form. It's ok for most usage scenarios, but sometimes you need a more dynamic form.

Consider the following scenario: you are filling out a insurance application form. Based on the type of insurance you filled out on the first tab (car or home), you would like to see car or house details column (no point in filling out VIN for a house or address for a car, is there?). You would place the car details columns on the Car tab and house details column on the House tab. Depending on the value of Insurance Type column, you would want one of the tabs to be shown and another one hidden.

Dynamic form

With the new dynamic permissions in Smart List Pro it is finally possible! Your permission rules can now be applied on-the-fly, as soon as you update one of the columns used in permission conditions. Columns are then set to write, read-only or hidden immediately, without having to save the form.

Some restrictions do apply. Not all column types are supported and if your condition uses functions, it cannot participate either. Conditions that cannot be evaluated dynamically are still evaluated on the server and passed on to the client, they are just not updated as the column values change. Refer to the user guide for more details.

The regular server-based mode is still there and it's the default. Note that dynamic permissions are not supported in Smart List Lite.

 

Hand-written signatures in print-outs and PDFs

By: Vladi Gubler | Comments [0] | Category: Products | 12/6/2013

Hi,

Electronic Signature Field and Smart Print Pro are two powerful components of Ultimate Forms that help you implement your business processes in SharePoint, without any external tools.

Electronic Signature Field allows you to sign the data in your SharePoint forms, helping make SharePoint comply with regulatory requirements. You can sign the whole form or just specific fields. Any change made to the item will then break the signature in a highly visible fashion, obvious at a glance even densely populated list view. Signature Field supports 3 different signature providers, one of which is hand-written signatures using Topaz signature pad.

Smart Print Pro allows you to display your list item in a printer-friendly layout, according to a template of your own design. Custom headers/footers are also supported, as well Export to PDF and Email functionality, allowing you create documents for your customers/supplier directly from within your SharePoint list.

Both products have been integrated since their creation, allowing you to print signatures. But until now you could only print the signature status, the hand-written part was never included.

With the new versions of both products this changes. The hand-written signature image is not integrated into the print-out and can even be saved as part of the PDF document.

Signature print

Note that only signature created with the new version of Signature Field are supported.

 

Add custom actions to SharePoint ribbons

By: Vladi Gubler | Comments [4] | Category: Products | 12/6/2013

Hello,

Today we'll focus on an extremely useful, but not widely known feature of Smart Action Pro - adding custom button to context menus and ribbons in list views and forms. Sorry 2007 users - you do not get this feature :(.

As you know, Smart Action Pro helps you automate your SharePoint by configuring any combination of the 15 possible actions types. These actions run when you create/update/delete an item or based on the timer. They can also be executed manually when you select "Show as column" option in the Execution setting on Advanced Settings tab. It actually adds a new column to your list, according to the name of the action. Clicking on this column executes the action.

You can also have the action made available not just as a column, but also as a new button in the context menu and/or the ribbon. You can specify which one you want, select the minimum level of permissions the users must have to see the button and select one of the icons.

In the optional settings, you can specify your own icons (just enter the URL for 16x16 and 32x32 versions), ribbon group (by default it's added to Actions group, but it can be added to any other existing group, such as Manage or New). You can also enter Order (or Sequence) of the button, specifying the position it will take within its group. Again, all of these settings are optional, if you are not sure, just leave them blank.

Once the action is saved, the button is instantly added. You can even execute an action on several items at once by selecting the items in the view and clicking on the action button in the ribbon.