Linking two lists together using Infowise Associated Items is a powerful tool for simplifying data relationships inside SharePoint. Often it is necessary to pass data from these parent lists to the child lists in order to easily build reports or run Infowise Smart Actions.
In this video I go through a step by step process on how to setup a default values between two lists that have an Infowise Associated Item connection.
We just completed our final webinar of the year which was our most popular topic yet. It seems like everyone needs to build a custom approval system in SharePoint! Using out-of-the-box SharePoint this can be a difficult process which requires special tools and difficult customization steps.
In our example, we show that the customization doesn't have to be difficult when using the right set of tools - Infowise Ultimate Forms!
The demo shows a system that hits on all of the popular features of this type of system:
- Electronic Signatures
- Attach document to approval emails
- Progress bar to show status of approval process
- Detect and escalate stalled approvals
- History tracking to show what has already taken place in the approval process
- Dynamically set the number of approvers and their names which can be different with each approval
- Security control the approvals so that only the designated approvers can complete the approval
There are many ways to set up an approval system. It is likely that every organization needs to do something a little bit different.
This example can be modified according to your own custom requirements by changing settings in Infowise Actions, Custom Field Validation, Tabs & Tab Permissions and Email Alert Settings. All of the customization can be done in configuration screens in SharePoint and with no custom code.
We had a great session on Thursday in which we took a look at developing an Applicant Tracking System inside SharePoint using Infowise Ultimate Forms.
In many cases organizations feel forced to settle for a "canned solution" which many not have all the features and requirements necessary. Building your own solution using Infowise Tools allows for a deep level of customization and the ability to fully customize according to specific needs.
These tools are ideal for Human Resources related needs which can be addressed fully on the SharePoint platform.
Whether your group is using Office 365 or On premise SharePoint, Infowise has you covered.
If you missed out on our Webinar, please take a look below.
Next month we'll take a look at building a custom Onboarding System to help new employees getting started.
We had a great meeting today where we demonstrated the natural way that Infowise Ultimate Forms can be used to easily build and customize your own Help Desk System in Sharepoint:
There are many off the shelf ticketing systems, but these can often become too limiting when it is necessary to meet specific custom requirements.
Our tools often the versatility to build a system that meets many custom requirements without having to use any code:
- Automatic ticket history tracking
- Customized email alerts on ticket updtes
- Dynamic dashboards using visual indicators
- Stalled ticket tracking and alerts
- Overall ticket status charting
- Ticket file attachments (inline)
- Filtered views based on ticket status
- Tabbed interface with logically grouped fields
- Security group settings to control user access levels
I'm interested to hear what kinds of custom requirements you would like to use in your help desk system...
Please drop me an email or post a comment. What would you like your ticket tracking system to accomplish?
Today we looked at another great opportunity for users of Infowise Ultimate Forms. Nearly all organizations can benefit from having an automated HR Leave Request System to facilitate employee leave requests and allow for easy management by HR.
When it comes to leave requests, the requirements of each organization are unique. Out of the box solutions often come at the cost of being too restrictive.
With Infowise Ultimate Forms, you truly have the flexibility to build your own solution whether for on premise or in Office 365.
If you didn't get the chance to attend our webinar today, I hope you'll take the opportunity to view the recording below.
I'd love to hear your feedback and please feel free to reach out to me at email@example.com if you have any questions on how you might build your own custom HR solutions.