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
Overview
Advanced Training provides direct access to an experienced SharePoint and Ultimate Forms consultant for personalized instruction and guidance. Unlike Foundation Training, this offering is not based on a fixed curriculum. Instead, the sessions are tailored to the specific interests, requirements, and experience levels of the participants.
Prior to the training, participants may provide topics, questions, business requirements, or existing solutions they would like to discuss. The instructor will use the available training time to demonstrate concepts, review implementations, answer questions, and provide guidance on advanced Ultimate Forms and SharePoint solution design.
Potential Topics
Topics may include, but are not limited to:
- Advanced Forms Designer configuration
- Actions and business process automation
- Advanced validation techniques
- Security and permissions strategies
- Parent-child relationships and Associated Items
- Connected Lookup fields and cascading selections
- Advanced formulas and calculations
- Form customization and user experience improvements
- Reporting, dashboards, and charting
- Document management automation
- Database integration and Line of Business integration
- Dynamic forms and conditional logic
- Troubleshooting existing Ultimate Forms solutions
- Architecture and best practices for SharePoint business applications
Training Approach
The instructor will work directly with attendees to address their questions and objectives. Sessions may include demonstrations, walkthroughs, solution reviews, implementation guidance, and hands-on discussion of real-world scenarios.
Deliverables
- Five hours of live online instruction and consultation
- Interactive discussion tailored to participant needs
- Guidance from a senior-level SharePoint and Ultimate Forms expert
Please Note
Advanced Training does not follow a predefined curriculum and no formal training materials or documentation are provided. The value of the engagement is the opportunity to work directly with an experienced consultant on topics most relevant to your organization's needs.
