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


Redirect form after save

By: Vladi Gubler | Comments [4] | Category: Products | 3/20/2017


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.


Localization of tabs and tab descriptions

By: Vladi Gubler | Comments [2] | Category: Products | 3/16/2017


In multi-lingual sites, the user interface of the site will appear in the preferred language of the current user. The same site will be displayed in English, French or Spanish, based on who accesses the site. You can even localize the column names, to make the forms appear in the preferred language.

When you add tabs and tab descriptions, they will appear in the language in which they were created. So if the site creator uses English, the tab names will appear in English even when the current user sees the site in French.

We now added a new feature to Ultimate Forms that allows you to translate the tab names and descriptions into additional languages. They will then appear to user translated into the preferred language (provided of course that you included the relevant translation).

Note that section names and fragments cannot be currently translated.

NOTE: the feature currently applies to the app version only. There is an existing translation mechanism in the on-premises version, the new app mechanism will be migrated to the on-prem version in the future.


Advanced Forms: Different View for Different Groups

By: david riggins | Comments [0] | Category: General | 3/8/2017

In advanced systems sometimes you need different user levels to have different access to the same data.  For example you might have a Sales Management System that has Sales People and Sales Managers SharePoint security groups.  Sales People might need read only access to contracts and forecasting data but edit access to customer related fields.  Using Infowise Advanced Column Permissions we can use a single list and secure individual fields based on SharePoint security groups.

In this video I walk through an example of how to use Infowise Advanced Column Permissions to secure fields in a single list to provide many different views of the New, Edit and View forms of a single list called Customer.



From address on Print actions (Office 365)

By: Vladi Gubler | Comments [0] | Category: General | 2/24/2017


The From address on the Print actions in the app version of Ultimate Forms is now configurable for site collection administrators. You can still leave it empty to use your own email address. Non-administrator will not be able to configure this address and will always use their own address. This addition applies to the app version only and is not applicable on premises.


Automatic indexing in Associated Items columns

By: Vladi Gubler | Comments [1] | Category: Products | 2/24/2017


For Associated Items column we need to be able to quickly fetch the relevant child items for each parent, so you can create advanced forms with repeating tables. When you have a limited numbr of items, it is not an issue, the query will be perfomed very fast. But as your list grows, SharePoint will have a hard time retrieving the child items for the particular parent among thousand of items in the child list.

This is where indexing can help. When you configure indexed columns, SharePoint is able to perform queries on those columns much quicker. What more, once you reach the throttling threshold of the list, all queries are blocked. Unless you are using indexed columns!

Until now, users had to configure the indexes on their own, which was not very convenient. Now, we added automatic index management mechanism. Whenever you create a new Associated Items column or update an existing one, we will ensure that the column we use for fetching items are properly indexed.

Note: this feature is already available on Office 365. Our on-premises customers will receive the feature in the next release.