Tutorial

Kickstart Training

Kickstart Training Overview

List Setup and Initial Form

Form Building - Part 1

Form Building - Part 2

Form Building - Part 3

Form Building - Part 4

Form Building - Part 5

Form Building - Part 6

Form Building - Part 7

Email Alerts Setup

Getting Started

Differences Between Infowise UltimateForms for Microsoft 365 and On-premise Versions

Creating a site from a Business Solution Template

Kick Start Training

Form Designer - Make a Basic Form

Build it Now - Expense Reports

Build it Now - Form Designer

Build it Now - Approval System (Classic)

Build it Now - Charts (Classic)

Build it Now - Notification and Escalation System (Classic)

Build it Now - Process Diagram with Workflow (Classic)

Build it Now - Reservations System (Classic)

Build it Now - Timesheets (Classic)

Expense Report with One Approval (Classic)

Vacation Report with One Approval (Classic)

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create a history section

Alerts

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Form Designer

Moving, Adding and Removing Fields

Form Builder - Basic Styling

Rules to Control Form Element Behavior – Form State

Using Grid Design to Fine-Tune Form Layout

CSS for the Modern Form Designer – a Closer Look

Create a Public Facing Form

Associated Items Button

Tabs and Tab Permissions

Enabling the Display All Columns Tab (Classic)

Create a Tabbed Interface

Tab / Field Permissions (1/3) (Classic)

Tab / Field Permissions (2/3) (Classic)

Tab / Field Permissions (3/3)

General Settings (Classic)

Multiple Columns (Classic)

Fragments - Inserting Custom Diagrams in Forms (Classic)

Manual Form Layout (Classic)

Use SharePoint Group Permissions (Classic)

Views and View Customization

Color Choice as a status indicator

Load a custom icon library

Add Forms to Microsoft Teams

Validation

Validate a signature field

Advanced Column Permissions

Hide fields to simplify the Add form

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Create Item IDs using a seed value

Associated Items

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Print Formatting

Calendar Print Template

Adding Parameters to Print Template

Custom Print Headers and Footers

Charts, Filters and Other Web Parts

Range Column Chart

Charting in Office 365

List Search Filter by View

Creating a Rollup (O365)

Rollups (On Premise)

List Filters (On premises)

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email Import

Smart Import

Connected Fields

Creating a Master- Detail Lookup Column with On-Premise Infowise

Voting Fields

Creating a Voting Column

Setting an Owner Column

List Search

List Search Setup

General Settings (Classic)

Print

This tutorial demonstrated the older method of creating custom Forms in Ultimate Forms. This method is appropriate to use with the SharePoint Classic experience; if you are using the Modern Experience, our recommendation is that you use the Modern Form designer instead.

Instructions

The Display As field allows for 3 options:
- Tabs - The normal setting which allows for the Infowise tabbed interface.
- Groups - All of the fields are shown in one vertical form using the headers for each section.
- Do not display - The fields are shown using the normal layout (with no section headers) provided by SharePoint.
It is nearly always the case that Display As should be set to Tabs.
The Hide Empty Tabs option is enabled by default. When no fields are displayed in a tab section (which may occur as a result of permissioning) then the tab will automatically be hidden to the user.
Display All Columns tab allows for a summary section which shows all the fields together in a single screen in addition to the tabbed sections otherwise defined. (See below.)
The Title field allows for a dynamically created title to appear which includes field information. (See below.)

The Theme setting allows for a different look and feel depening on the setting:

The Label Location allows for the label to be to the left of the field or above the field:

The Description location can be regular, under the label or behind a pop up button:

Wizard Mode is explained in another section.
Columns allows for a multi-column layout and is explained in detail in another section.

Summary

The general settings allow for the flexibility to adjust the user interface to match a variety of needs for each project.

Experment with the settings to discover the best experience for your users.

Last modified: 11/1/2022 7:50 PM

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