One of the most interesting features of Infowise Ultimate Forms, Enterprise edition, is Smart Import Pro. This feature adds advanced importing capabilities to SharePoint lists and document libraries. Using this tool, we are able to watch email inboxes and automatically Create or Update SharePoint list items. This tool can be used to create robust helpdesks, email based approval systems, or automatic archives.
We now have a new training unit based around email importing! This free, simple step-by-step walkthrough will show you how to setup an email based approval system that you easily setup on your own environment. Below is the example email approval workflow, the training starts at creating a simple list and adds the email alert and email import.
For more examples and information about email importing, please review these additional resources:
Leave us a comment and let us know how you are using email importing on your environment and let us know which training you would like to see next!
UPDATE: more design examples here
UPDATE (10/28/2016): Style import is now available. You can now simply download the style file and import it into your settings. Get the file here (right-click and choose Save As)
I wanted to share how you can design great looking forms using Ultimate Forms and some CSS magic. This is an example of an expense report on Office 365.
I used two lists, one for the main form and one for the line items. I then linked the two using an Associated Items column and produced the automatic total calculation using Associated Items Summary column.
To be able to achieve the look & feel, I created a background image for the field controls and another image for the background of the form itself. I then used custom CSS overrides to control the colors, margins and borders.