SharePoint components - business process without development, InfoPath, SharePoint Designer or workflows. SharePoint Services, SharePoint Foundation & SharePoint Server 2007-2013.

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Smart Action Pro

SharePoint 2013 Ready
Save on development time by automating advanced business solutions using just your browser
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Smart Action Pro, a component of Ultimate Forms, allows you to implement advanced solutions previously only feasible using workflows. You can now define and execute multiple actions of 14 different types, ranging from updating list items or external databases to creating sites and managing permissions. Actions are executed in response to user input or based on a timer.

Automating business processes has never been easier, using our tool you can accomplish tasks too advanced even for SharePoint Designer.

Instead of writing code-based workflows or custom event receivers using Visual Studio, you accomplish what you need in minutes using just the browser.

“Using Smart Action Pro has allowed us to directly create solutions that generally require custom coding. The ability to allow site owners to create their own business process/workflows enables us to deliver solutions in a much more timely fashion. Thanks.”
-- Bill Dewey, Seattle Goodwill

Common Business TasksDetailsImplementation
Project initiation workflow, includes creating project site, generating tasks, registering in external DB and assigning manager reviewRead more10 minutes
Generate a predefined set of initial tasks whenever a project is createdRead more12 minutes
Generate and send PDF file of sales totals automatically on a weekly basisRead more7 minutes
Convert support tickets into KB articles with one clickRead more4 minutes
Prevent double-booking of resourcesRead more2 minutes

Preview

DescriptionClick to expand
Automatically run actions when items are added, modified or deleted or according to timer. A wide selection of different types of actions is available:
  • Create list item - create new list items in any list of any site
  • Update list item[s] - update multiple list items in any list of any site
  • Delete list item[s] - delete multiple list item in any list of any site
  • Copy item/document - copy current item or document to a different location
  • Send e-mail incorporating list item values - send out emails using your own templates
  • Create list from any template - create list of document library in any site
  • Create site from any template - create a new subsite
  • Run workflow on one or more items in any list or document library
  • Run stored procedure in database of any type (MS-SQL, Oracle, OLE DB or ODBC) - pass parameters based on the current item's columns
  • Run web service operation - pass parameters based on the current item's columns
  • Manage permissions of sites, lists, folders and items - break or restore permission inheritance, add or remove users, manage group memberships
  • Manage Active Directory - create and manage users and groups in SAM, AD DS and AD LDS
  • Print list items - integrates with Smart Print Pro to produce list and item printouts and email or save them in SharePoint
  • Calculate summary - calculate summary of values in any column of any list of any site. Use this value to update the current item or throw an error when the value does not pass the condition.
  • NEW! Run PowerShell - executes custom PowerShell script
  • 100% browser-based SharePoint-integrated interface, no tools required
  • No programming knowledge or experience required, completely rule-based
  • Assign multiple different actions and run them according to conditions
  • Create timer-based actions running according to date column value or on a daily, weekly or monthly basis
  • Optionally, let users decide what actions to run each time
  • Optionally, allow users to run action by clicking on a column
  • Use run-time parameters to make changes to dynamically created or selected site or lists
  • Optionally, run actions synchronously, prior to saving the item
  • Optionally, cancel saving the item when action fails
  • Split actions into groups for building business processes with Smart List Pro
  • Optionally allow user to perform actions with elevated permission level (such as managing permissions)
  • Perform actions accoridng to different triggers: item added, updated or deleted
  • See action history with a click of the mouse, get email notification when actions fail
  • Works with any language, localized into English, French, Spanish and German

Define parameters for each action using your current item's values. You can even apply functions and simple arithmetics. You also can specify conditions when to run each action according to user identity and item values.

Assign each action to an Action field to be viewable to user. More than one Action field can be created in the list, so you can split your actions into groups and show/disable/hide each group using Smart List Pro

When working on an item, your users can see the actions (if not hidden by you) and optionally decide which actions are to be performed when the item is saved/created

A full log of performed actions is kept by the Action field for reference. The log is accessible clicking Details on Action column in any view.


What You Can DoClick to expand
  • Integrate SharePoint closely with your other line-of-business systems by letting SharePoint update external data
  • Give your users more power to build sophisticated SharePoint-based application using just the browser
  • Accomplish tasks previously only available in custom workflows without any tools or programming

Upcoming FeaturesClick to expand
  • No upcoming features are currently published.
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Localization

Note: Would you like to use this product in your own language? Use our easy-to-use translation utility to help us add more supported languages. We will incorporate your translation and make it available to everyone!
Read more here

Feature Image Our Product SharePoint Native
15 different action types to choose from, including creation of item, lists, sites, management of permissions, etc.   Included  
Supports calling web services and DB stored procedures   Included  
Perform actions when item is saved/created   Included  
Perform actions when item is deleted   Included  
Perform actions based on a timer   Included  
Perform actions at preset intervals   Included  
Define actions using browser only   Included  
Optionally define actions as columns to be executed by click   Included  
Choose site or list dynamically at run-time   Included  
Conditional execution of actions   Included  
Synchronous and asynchronous execution with optional cancellation   Included  
Action history accessible from views with a click   Included  
Notify action owner by e-mail in case of failures   Included  

Note: unless specifically stated otherwise, all products require only Windows SharePoint Services 3.0 or SharePoint Foundation 4.0/5.0. Microsoft Office SharePoint Server 2007 (MOSS 2007) and SharePoint Server 2010/2013 are supported, but not required. All of our products must be installed as farm solutions.

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Version Release Date Changes
1.20.1 13-Jun-2013
  • Additional security features for impersonation
  • 1.20.0 11-Jun-2013
  • New action type: Run PowerShell
  • Upgraded registration module
  • 1.19.12 29-May-2013
  • Extract function support for function values as incoming parameters
  • 1.19.11 27-May-2013
  • Fixed: specifying manager email in 2013
  • 1.19.10 27-May-2013
  • Validation errors in 2013
  • Improved hanlding of Boolean conditions
  • 1.19.9 26-May-2013
  • Improved hanlding of web services
  • 1.19.8 24-May-2013
  • Ability to rename documents through actions
  • 1.19.7 17-May-2013
  • Improved handling of email recipients from subdomains
  • Most Recent Newer Older 

    Want to try before you buy? Just download the 30-day full-featured trial version! You can even turn it into a registered version by simply entering a license key.

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    Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.

    License TypeDescriptionPriceBuy
    Server License with Annual SupportFront-end server license with a technical support plan1499 US$
    Server LicenseFront-end server license1299 US$
    Developer LicenseAt least one full-priced server license is required169 US$
    Annual Support RenewalRenewal of annual support for the second year219 US$
    License Types
    • Server License with Annual Support - entitles you to the right of installing the product on one front-end server, including the right to contact us on non-bug related issues within the period of one year, you may also upgrade to any future major/minor version. This could be help with installation, integration or customizations. Bug fixes are included with any license free of charge.
    • Server License - entitles you to the right of installing the product on one front-end server. Front-end server is one responding to user requests (web server). This license is not time-limited, but you are not entitled to new major/minor versions, except for explicit bug fixes and minor revisions.
    • Developer License - entitles you to the right of installing the product on one front-end server in non-production environment. You can use this license for your test/integration/pre-production farms. Note that you must order at least one full server license to have the right to order a developer license.
    • Annual Support Renewal - extends the annual support to another year. You must order the original product with annual support to be eligible for this renewal.

    Please contact us for additional licensing plans, including volume discounts.



    Copyright © 2005-2013 Infowise Solutions Ltd. All rights reserved. Microsoft, SharePoint, WSS and MOSS are trademarks of the Microsoft Corporation.