Fill SharePoint forms through a wizard

Vladi Gubler
Vladi Gubler
December 05, 2012 | Products

Hello,

Wizards are a great help when it comes to filling out electronic forms. Instead of being drowned in a multitude of different columns, you handle each topic as an individual step with just a limited subset of data to enter at each one.

Smart List Pro brings this powerful feature into SharePoint lists, by allowing you to subdivide your list's columns into tabs and choosing to activate Wizard mode.

When you create a new item, you are only shown the first tab, with Next, Previous (still disabled of course), OK and Cancel buttons. Once you are done entering data into the first tab, click on Next to save it and move to the next tab, click OK to save and return to the list view or click Cancel and have an option of completely deleting the half-finished item.

You can even configure your list to preserve your current position within the wizard, so you can return to the item at a later time and continue just where you left off, isn't that convenient.

Because the item gets saved each time you move between steps, you can use the data you entered during the previous steps to control the columns of the next tabs. For instance, when filling out an insurance claim, you specify the type of insurance (house or car) on the first tab. According to your selection, either House Details or Car Details tab is shown next, so you only enter information into relevant columns!

Get a trial version of Smart List Pro now.

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Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.

Eastern time zone (GMT-5)