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Would you like to have advanced, dynamic forms by simply using the out-of-the-box SharePoint list forms? With KWizCom's List Forms Extensions Feature you can do it, without any need for InfoPath skills, and without having to purchase expensive SharePoint Enterprise license. This presentation includes a very detailed demo walkthrough that really shows you how this product works, and how you can easily create advanced from-based solutions in SharePoint without any development. For more details about the product, please visit the product page: http://www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions/overview/
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SharePoint List Forms Extensions Feature
Wipe out SharePoint List forms limitations, Real Dynamic Forms – for Everyone!
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
Over 40 different add-ons, solving various
SharePoint challenges!http://www.kwizcom.com/sharepoint-add-ons/
Forms in SharePoint 2010/2013
What are my options
Implementing forms in SharePoint
SharePoint List forms Immediate & simple Works in all SharePoint editions LIMITED
Power-user tool
End-user tool
Forms Server & InfoPath Advanced, dynamic forms Requires SharePoint Enterprise license Requires technical InfoPath skills
Immediate & easy implementation
Support for various field types
Fully integrated with workflow, alerts and
search
SharePoint List Forms – the fastest option!
What’s missing?
Form = “A Bunch of fields”
There’s no context Always same actions
(menus)
What’s missing in SharePoint forms?
Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs) Dynamic Custom Menus Cascaded fields Repeating rows fields
SharePoint List Forms Extensions
Turn your SharePoint list forms into
Smart, Context-Sensitive Forms
SharePoint List Forms Extensions
Get all advanced form featuresEnd-user tool, no technical skills requiredNo need for expensive SharePoint Enterprise
license!Implement dynamic forms Faster!
Product Features
Let’s show you the features by implementing an IT Helpdesk solution,
step-by-step
CustomerHelpdesk engineer
DemoStatic Field permissions:Allowing different users access different fields
Customer
HelpdeskEngineer
This is the Support Request
form
Some fields should be visible
to customers
Other fields should be visible to
Helpdesk engineers
Hide marked fields from everyone
1
Show these fields only to Helpdesk engineers
2
HelpdeskEngineer
Let’s configure List Forms Extensions to hide these fields
1
1
2
1
Select fields that you wish to
show/hide/disable
2
Select permission type
3
Type users/groups for which this permission
rule should apply
4
Select the list forms where you want to
apply the field permission rule
5
Click to add static permission rules
In run-time, these rules are processed
one by one according to their order.
Let’s save the settings and see which fields users see now when creating a new Support Request.
Customer
In New/Edit forms users see only these fields, as configured
In View form users see all fields, as
configured
Customer
HelpdeskEngineer
Now let’s make these fields visible to
Helpdesk engineers
1
Select fields that you wish to show
2
Select “Show” permission type
3 Type users/groups for which this permission
rule should apply
Click to add static permission rules
4
New rules added, showing the selected
fields to Helpdesk engineers.
5
Customer
Customers still see only part of the
fields, as configured
HelpdeskEngineer
While Helpdesk engineers see all
fields, as configured.
DemoDynamic field permissions:Dynamically hiding/disabling fields according to logical criteria
Customer
Selecting a category should show and hide
the relevant fields
Customer
When selecting “Hardware”
Customer
When selecting “Software”
Let’s configure List Forms Extensions to dynamically show these fields
1
1
2
Hide the “Hardware type” field,
and add rule1
2
3
Show the “Hardware type” field
if Category=“Hardware”1
2
3
4
These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
These 2 rules make the “Hardware type” become
visible only when Category field equals “Hardware”
Let’s click “OK” to save settings
Customer
Customer
Customer
Customer
HelpdeskEngineer
These 2 fields should be displayed only when Issue
status field equals “Closed”
Let’s configure List Forms Extensions to dynamically show these fields
1
1
2
These 2 dynamic rules display the Issue closing date and Resolution fields only if Issue status equals “Closed”
Let’s click “OK” to save settings
HelpdeskEngineer
HelpdeskEngineer
Let’s close this Support Request..
HelpdeskEngineer
Relevant fields appear when Issue status is “Closed”
DemoDynamic default values:
1. Different default values for different people2. Automatically update document Title to be
equal to the file’s name
DemoDifferent default values for different people
Customer
For a customer, “Employee” field’s default value should be equal to
[Me](Although it’s invisible)
HelpdeskEngineer
For Helpdesk engineers,The “Employee” field’s default
value should be empty
Let’s configure the “Employee” field’s default value to be equal to [Me] only for customers.
1
2
We have configured 2 Default value rules
1st rule: set the default value to [Me] for
everyone
Customer
2nd rule: set the “Employee” field’s default value to be empty only for
Helpdesk engineers
HelpdeskEngineer
DemoAutomatically update a document’s Title
(This has nothing to do with our Helpdesk example, but still it’s an annoying issue…)
Click the “Library” ribbon
Then click the “List Extensions Settings”
menu
Select the field for which you want to
setup a default value
Define your dynamic default value
And click to add this rule
Rule added
Click “OK” to save the settings
Let’s add now a new document
DemoField Constraints:1. Dynamic: Conditionally-mandatory fields2. Custom: Validate custom pattern using
regular expressions
DemoField Constraints:Dynamic: Conditionally-mandatory fields
HelpdeskEngineer
These 2 fields should be mandatory only when Issue status field equals “Closed”
Let’s configure the Resolution and Issue closing date fields to be mandatory only if Issue status equals “Closed”.
1
2
1
Select the field that you wish to validate
3
Define conditions (when to validate the
field’s value)
4
Click to add this field validation rule
2
Define the validation rule
We’ve configured 3 field validation rules
Issue closing date mandatory and not in
the future
Resolution mandatory
Helpdesk engineer edits a Support Request item
HelpdeskEngineer
Change Issue status to “Closed”
HelpdeskEngineer
Try to save without updating Resolution
and Issue closing date fields
HelpdeskEngineer
HelpdeskEngineer
Validation errors, as configured
DemoField Grouping:Lets divide a long form to multiple tabs, each visible to relevant audience
1
2
1
Create field groups
2
Decide which fields appear in each
groups
3
Define who can see this field-group
4
Configure group layout settings
Customer
This is the group (tab) used to create
support requests
And this one is for Helpdesk engineers to
update case resolution details.
Helpdesk engineer
CustomerCustomer sees only one tab, because he has no
permissions to see any of the fields in the other tab.
HelpdeskEngineer
Helpdesk engineer sees the 2 tabs
HelpdeskEngineer
Summary – List Forms Extensions Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs)
List Forms Extensions
Form
s Bu
ndle
KWizCom’s Forms Bundle
List Custom Actions
Cascading Lookup Plus
Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs) Dynamic Custom Menus Cascaded fields Repeating rows field Repeating Rows Field
List Forms Extensions
96
SharePoint List Forms ExtensionsTraining Resources
• Product web page:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/overview/
• FREE 30-day evaluation version (SP2007, 2010, 2013):http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/download/
• Admin guide:http://www.kwizcom.com/objects/ListFormsExtensions/v12.3.00/KWizCom_SharePoint_List_Forms_Extensions_Feature_Admin_Guide.pdf
• Training videos:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/training-videos/
Thank you!
Nimrod GevaProduct Group Manager, [email protected]