Kick-Start Training
Get a head start with UltimateForms! No prior experience needed. Dive into building custom solutions and explore key features in this free pre-recorded training session.
Foundation Training
Join our intensive, five-hour hands-on training session designed for newcomers to quickly ramp up on our product. All you need is a basic familiarity with SharePoint—no technical expertise required.
Advanced Training
Level up your skills post-Foundation training! Tailored for SharePoint admins, developers, and Infowise pros, this deep dive delves into advanced toolset capabilities.
With both hands-on training sessions, students will practice by building a practice project management solution. At the completion of the labs, each student will have built a working solution that incorporates key functionality using UltimateForms.
Training Type
UltimateForms Kick-Start
+
Prerequisites
- Basic familiarity with SharePoint
Curriculum
Section 1
- Site setup
- Add the Ultimate Forms App
- Create Support Requests list
- Initial form setup
- Form containers and buttons setup
- Publishing the form
Section 2
- Basic form styling
- Fragments setup for title and instructions
- Initial form testing
- Field creation and configuration
Section 3
- Dynamic rules and functionality
- Conditional form section
- Copying containers
- Drag and drop image and attachments fields
- Additional form testing
- Default rules configuration
Section 4
- New requests email notification setup
- Email updates email notification setup
UltimateForms Foundation
+
Format: Two 2.5 hours online sessions, 5 hours total
Student count: Up to 8 students total
Price: $1,499
Prerequisites
- Basic familiarity with SharePoint
- Basic familiarity with forms and lists
Curriculum
Section 1
- Add Custom Lists and Document Libraries
- Create Infowise Color Choice fields
- Create Infowise Associated Item fields
- Create Infowise Signature fields
- Configure Infowise Tabs and tab permissions
- Configure Infowise Advanced column permissions
- Configure Infowise Content Types
- Use Infowise Item IDs functionality
Section 2
- Configure Infowise Actions
- Configure History Tracking
- Configure a security controlled field
- Configure automatic date tracking
- Configure date tracking key performance indicators
- Configure stalled approvals checking with dates
- Use Calculated Fields
- Configure Indicators
- Configure Advanced column permissions settings
- Configure Column validation settings
Section 3
- Configure Alerts: Templates
- Configure Alerts: Rules
- Configure Calendar: Basic setup
- Configure Calendar: Hover functionality
- Configure Calendar: Filter functionality
- Configure Charts: Configure the web part
- Configure Charts: Configuration settings
- Add Navigation Links
Section 4
- Infowise workflow best practices
- Setting up workflow related fields
- Workflow configuration through actions
- Actions: Practice
- Actions: General settings
- Actions: Advanced settings
- Actions: Action Settings
- Actions: Conditions settings
- Tabs and Permissions: Title bars
- Print and Export configuration
UltimateForms Advanced
+
Format: Two 2.5 hours online sessions, 5 hours total
Student count: Up to 6 students total
Price: $1,499
Prerequisites
- Completion of UltimateForms Foundation training -OR-
- Experienced SharePoint Administrator -OR-
- Experienced SharePoint Developer -OR-
- Significant experience developing with UltimateForms
Curriculum
Section 1
- Add an Associated Items list to a Parent List.
- Create cascading dropdown selections using the Connected Lookup field
- Use Advanced Column Permissions to dynamically expand forms to request more required information according user field selections
- Security control content in the form using Advanced Column Permissions with SharePoint Security Groups
- Use Actions to dynamically create a project documents folder and a related link for better document management
- Use Actions to implement dynamic History Tracking functionality to log updates from users
Section 2
- Creating an advanced search page
- Setting Advanced Validation for Signature Field
- Setting Advanced Validation using RegEx pattern matching
- Using default settings to prepopulate the current user
- Using default settings to auto-total values from other columns
- Using default settings to pass values between parent and child forms
- Automatically generate default records in a child list with actions
- Create a user facing action to automatically copy records
- Change item level permissions dynamically with actions
- Create a PDF report with actions and send it automatically to a local library
- Advanced formulas functionality: Date/Time Functions
- Advanced formulas functionality: SharePoint Functions
- Advanced formulas functionality: String functions
Section 3
- Configure an LOB Field
- Configure a Database Import
- Form Design Basics
- Including Custom CSS for advanced form customization
- Creating a Dynamic Form Header
- Insert an HTML Fragment using Tab Settings
- Insert a Dynamic Process Diagram
- Enabling Hover Help with HTML
- Configuring Tabs to use Multi-Column Layouts
Section 4
- Preparing to Adjust the Form Design
- Adjusting Form Labels
- Adjusting the Form border
- Change the Font Style of the Tab Headers
- Adjust Text Fields
- Adjusting SharePoint People Picker fields
- Adjusting Dropdown Fields
- Adjusting Date fields
- Adjusting Read-only fields
- Adjusting Form background
- Advanced Chart implementation
- Advanced Print formatting
