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TUTORIALS
See it with
your own
eyes
Actions
AND / OR Conditions
Create List Item Action
Actions in Infowise Ultimate Forms
Delete Items Action
Send Email Action
Update 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
Action History
Actions vs Form Actions
Alerts
Best Practices
What to Send
When to Send
Introduction
Recipients
Mail Templates
Working with Dates
Time and Date Functions
Introduction
Build a dynamic Today field
Today field date comparisons
Kickstart Training
Site Setup
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)
Form Designer
Introduction
Moving, Adding and Removing Fields
Working with Tabs and Accordions
Using Grid Design to Fine-Tune Form Layout
Form Designer - Basic Styling
Managing Form Changes and Versions
Creating and Using Shared Styles
CSS for the Modern Form Designer – a Closer Look
Create a Public Facing Form
Tabs and Tab Permissions
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)
Enabling the Display All Columns Tab (Classic)
Use SharePoint Group Permissions (Classic)
Manual Form Layout (Classic)
Create a Tabbed Interface
Views and View Customization
Color Choice as a status indicator
Load a custom icon library
Add Forms to Microsoft Teams
Event Calendar
Basic Events Calendar On-Premise
Basic Event Calendar Office 365
Introduction
Adding and Managing Multiple Data Sources
Displaying Associated Tasks in Event Calendar
Email Approvals
Introduction
Setup Sharepoint List
Setup Email Import
Testing
Item IDs
Introduction
Create Item IDs using a seed value
Create Document IDs with Date Prefix
Create Item IDs Using Column Values
Create Item IDs Using Conditions
Print Formatting
Calendar Print Template
Adding Parameters to Print Template
Custom Print Headers and Footers
Introduction
How to Create and Customize a Print Template
Printing Using Word Templates
Associated Items
Introduction
Associated Items Button
Using Associated Items Summary Columns
Automating Associated Tasks with Actions
Using Associated Documents with Projects
How to Set up Associated Items
Revealing Associated List Information with Modern Form Designer
Signature
Introduction
Adding and Configuring the Signature Column
Building Approval Logic with Signature
Completing Approval Workflows with Signature
Connected Lookups
Creating a Master- Detail Lookup Column with On-Premise Infowise
Introduction
Creating Your First Connected Lookup
Creating Multi-Level Cascading Lookups
Connected Lookup Filtering by Multiple Parent Columns
Creating Connected Lookups with Enhanced Options
List Search
List Search Setup
Introduction
Adding the List Search Web Part to Page
Using Simple and Advanced Search
Working with List Search Results
Configuring List Search for SharePoint On-Premises
List Search Filter by View
Voting Columns
Creating a Voting Column
Setting an Owner Column
Introduction
Set up Comments for Voting
Rollups
Introduction
Creating a Rollups Profile in Microsoft 365
Configuring Rollups for SharePoint On-Premises
Working with Rollups Results
Counter
Introduction
Creating and Configuring Counters (Microsoft 365)
Displaying Percentage Values and Trends in Counters
Counters with Views and Links
Charts
Charts Introduction
Creating and Configuring Charts
Doughnut Chart
Funnel Chart
Bar Chart
Column Chart
Line Chart
Area Chart
Spline Chart
Point Chart
Pyramid Chart
Range Column and Range Bar Charts
Stacked Area Chart
Stacked Bar Chart
Stacked Column Chart
Import
Introduction
Creating and Configuring Import Profiles
Importing Data from Email into SharePoint
Importing Data from a Database into SharePoint
Importing Twilio SMS Messages into SharePoint
Importing Data from Excel into SharePoint
Filters
Introduction
Creating and Configuring Filters
Using Different Filter Types
Configuring Filter Behavior and Default Values
Lookup Filters and Cascading Filters
Approval
Introduction
Adding and Configuring the Approval Control
Creating Your First Approval Workflow
Creating Multi-Stage Approval Workflows
Configuring Conditional Approvers
Configuring Approver Delegation
Customizing Approval Notifications
Monitoring
Troubleshooting Throttling in Ultimate Forms
Column Behavior
Introduction
Default Values and Dynamic Rules
Validation Rules
Validate a signature field
Permission Rules
Hide fields to simplify the Add form
