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

Category: Products

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.


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.


New - Add colors to your progress bars

By: Vladi Gubler | Comments [3] | Category: Products | 1/16/2017



Our Indicator columns allow you to add progress bars, KPIs and countdowns to any SharePoint list or document library. It's super-easy to do and it instantly makes the data in the list clear to understand at the first glance.

Until now, you only had one option for the color of the progress bar. Although it does look cool, we wanted to provide you with more flexibility. Introducing color ranges! Now you can assign a different color to one or more value ranges, for example green for up to 80% and red when over 80%.

Pretty powerful, right? And still super easy to do. Take a look at the settings below:

The green color is the default, so we don't really need to specify it (and it also makes sure that all your existing columns continue to function as usual). In my example, I'm adding Red range from 80% and up, this way it will be Green when <=80% and Red when >80%, as we see in the screenshot above.

For now, it's only supported in our O365 add-in version, but it's coming to the on-premises version soon!


New - call SharePoint Online REST API from actions

By: Vladi Gubler | Comments [2] | Category: Products | 12/21/2016


New and exciting feature added! You can now call SharePoint Online (Office 365) REST API directly from Actions in the app version of Ultimate Forms.

We've had the "Call web service" action for a while now, and although extremely powerful, it lacked the ability to communicate with Office 365 REST APIs, due to the complex authentication system required. But now we've added this capability, allowing you to run any custom API calls from actions to perform operations we don't provide direct support for. And because it's REST, you can even perform those operations on a completely different tenant, as long as you have the necessary credentials.

In my example, I'm simply updating the Title column of the item, adding "1" to the end of the existing title. I'm going to explain no to configure the REST call correctly.

  • In the URL enter the endpoint for the call. We allow the use of our Value Builder here, so you can inject column values. For instance, here I'm entering the ID of the current item.
  • Under Credentials enter your Office 365 credentials, the user entered must have the necessary permissions to execute the call
  • Under Parameter values we enter expected JSON string. The key on the left has to be JSON, on the right you enter the JSON expression itself. Again, use any column values you need
  • Under Headers we need to enter the two headers required by the Update List Item API call. X-HTTP-Method to inform SharePoint that we are performing an update of an existing item (MERGE) and IF-MATCH rule to handle concurrent updates (using * allows us to update any version of the item)

That's it. Now whenever we execute the action, the item's title get updated.

Another example:

We are adding a copy of an item to Tenant B when an item is added in Tenant A:

 With the full SharePoint REST API at your disposal, there is no limit to what you can do!

For more info regarding the SharePoint REST API, read here.