Learn how to build a timesheets system from scratch with UltimateForms

Kickstart Training

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

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

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Form Designer

Moving, Adding and Removing Fields

Associated Items Button

Form Designer - Basic Styling

Using Grid Design to Fine-Tune Form Layout

Create a Public Facing Form

CSS for the Modern Form Designer – a Closer Look

Rules to Control Form Element Behavior – Form State

Tabs and Tab Permissions

Enabling the Display All Columns Tab (Classic)

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

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

Tab / Field Permissions (3/3)

General Settings (Classic)

Create a Tabbed Interface

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

Add Forms to Microsoft Teams

Load a custom icon library

Validation

Introduction

Validate a signature field

Advanced Column Permissions

Signature Field

Adding a Signature Approval for List Changes

Hide fields to simplify the Add form

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

Associated Items

Introduction

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Using Associated Items Summary Columns

Automating Associated Tasks with Actions

Using Associated Documents with Projects

Print Formatting

Introduction

How to Create and Customize a Print Template

Custom Print Headers and Footers

Adding Parameters to Print Template

Calendar Print Template

Printing Using Word Templates

Charts, Filters and Other Web Parts

Creating a Rollup (O365)

List Search Filter by View

List Filters (On premises)

Rollups (On Premise)

Charting in Office 365

Column Chart

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email Import

Introduction

Testing

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

Learn how to build a timesheets system from scratch using UltimateForms:

Last modified: 3/18/2022 3:24 PM

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