Infowise Syndicationhttps://www.infowisesolutions.com/blog/rssLatest news and updates from Infowise.Rollups to Aggregate Lists and Libraries<h3>This Infowise feature lets you combine data from multiple sources in one place</h3> Have you ever needed to have access to documents from more than one library at a time? I&rsquo;m personally a fan of using single libraries in sites whenever possible and adding multiple custom columns to use in filters and grouping, but the fact of the matter is that it&rsquo;s NOT always possible. Infowise Rollups are a very good solution for this. Not only can you aggregate information from multiple places within the site, you can go big &ndash; pull info from the site and all its subsites, or even from the entire site collection. My experience is with the O365 version (and I hope never to use on-prem SharePoint again, thanks very much!), and basic operations are pretty straight-forward. The real trick is that you need to create the rollup profile first, then add it as a web part to whatever page (or pages) on your site you want it on. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-19_12-42-52.png" alt="" width="700" height="484" /> There are some interesting options available for the feature, too. If you&rsquo;re only rolling up from the current site, you have the option of specifying which lists and/or libraries you want to aggregate. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-18_14-17-24.png" alt="" width="700" height="357" /> Another cool option is the ability to pre-filter by an already created view. This will apply to roll-ups that include more than one site, too, so its potentially very useful. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-18_14-15-06.png" alt="" width="700" height="347" /> You can also limit the number of records shown on the page, display results collapsed or expanded, and you have all the normal web part controls available to you like chrome, position, etc. There&rsquo;s a <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=133" target="_blank" rel="noopener">tutorial for a basic rollup</a></strong> now available online, and there&rsquo;s also more <strong><a href="https://www.infowisesolutions.com/documentation/?ID=51" target="_blank" rel="noopener">in-depth documentation</a></strong> that goes into more detail about data sources and other specific controls.https://www.infowisesolutions.com/blog/rollups-to-aggregate-lists-and-librariesPhil GoldMonday, November 19, 2018https://www.infowisesolutions.com/blog/rollups-to-aggregate-lists-and-librariesWhy Your Enterprise Needs a Business Process Modeling Software in Place In our series of blogs on business process modeling, we touched upon the various aspects of Business Process Modeling such as advanced perspectives to BPM, BPM techniques, BPM integration, business process re-engineering, business process management, process methodology, as well as a layman&rsquo;s view and advanced perspectives to business process modeling and management. We are wrapping the series with software and technology used in implementing business processes and what value does such technology contribute to an enterprise&rsquo;s digital transformation initiatives. But first, let&rsquo;s recap the concept.&nbsp; <em><strong>As per standard definition,</strong></em> <a href="https://whatis.techtarget.com/definition/business-process-modeling">Business process modeling</a>, often called process modeling, is the analytical representation or illustration of an organization&rsquo;s business processes and constitutes a critical component in successful business process management (BPM). It is used to map out an organization&rsquo;s current (or &ldquo;as-is&rdquo;) processes to create a baseline for process improvements and to design future (or &ldquo;to be&rdquo;) processes with those improvements incorporated. Process modeling often uses Business Process Modeling Notation (BPMN), a standard method of illustrating operations with flowchart-like diagrams that can be easily understood by both IT and business managers. Business process modeling (BPM) uses a set of techniques, approaches, and methodologies &ndash; alongside some software tools and technology &ndash; to illustrate processes and create frameworks for operations, tasks, and procedures that constitute the routine functions in an organization or enterprise. As with all other automation, digitalization, and digital transformation initiatives, technology plays a crucial role in effective and high-yield process modeling. The need for choosing the right technology cannot be emphasized enough for enterprises looking to incorporate business process modeling in their process management and DT initiatives. Through an elaborate and on-point analysis of your routine operations and procedures, you can effectively identify your needs and choose the right software product that matches your needs and reaps your desired results. A tech-based business process modeling solution makes it convenient for you to illustrate and design business processes quickly and efficiently, and facilitate seamless execution. This way, they remove all hassles from the equation and make it possible for you to efficiency, performance, and excellence in business. <h2>Choosing the right business process modeling software &ndash; why is it crucial?</h2> You cannot expect an antivirus program to do the accounting work for you. Neither can you use a photo illustrator tool to track or schedule your digital marketing campaigns. It is essential to understand that no two software, technologies, or digital tools are created equal. Therefore, you need to lay down your needs, requirements, as well as business goals and objectives to pick and choose a technology that fits your business model. The right technology helps you elevate your operations to perform and deliver to the optimum level of efficiency, achieve a competitive edge, and thrive. On the contrary, if you don&rsquo;t make a thoughtful decision of choosing the right technology, it will not only hinder your routine business operations and procedures but also impact results &ndash; eventually turning out more as a liability than a blessing. Here are some other benefits that the right business process modeling software yields for your enterprise&rsquo;s overall process management. <ul> <li><strong><em>In-depth analysis of process architectures &ndash;</em></strong> it provides you a hawk&rsquo;s eye view of your process frameworks and architecture at an enterprise-wide spectrum, as well as all intricate insights and details into a specific process and he&rsquo;s</li> <li><strong><em>Aligns all of your operational strategies &ndash;</em></strong> implementing the right modeling technology in place will make it convenient</li> <li><strong><em>Real-time insights &ndash;</em></strong> the right modeling software provides a clear and elaborate overview of your processes, thereby allowing you to evaluate them for their feasibility and efficacy and achieve a higher degree of transparency</li> <li><strong><em>Optimum control and risk mitigation &ndash;</em></strong> by providing elaborate and real-time insights, a modeling software makes it convenient</li> <li><strong><em>Facilitates change for constant improvement &ndash;</em></strong> it allows you to streamline, elevate and optimize your operations to keep with industry trends and the changes taking place in the market</li> <li><strong><em>Time and cost efficiency &ndash;</em></strong> it reduces the time required to illustrate, design and create process models and prototypes</li> <li><strong><em>Efficient and real-time response &ndash;</em></strong> facilitate a rapid response to routine issues and resolve them before they cause crisis</li> </ul> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/why-your-enterprise-needs-a-business-process-modeling-software-in-place-Amir ShingrayFriday, November 2, 2018https://www.infowisesolutions.com/blog/why-your-enterprise-needs-a-business-process-modeling-software-in-place-SharePoint and Process Optimization in Healthcare<h2>SharePoint and Process Optimization in Healthcare<br /><br /></h2> SharePoint is a platform offered by Microsoft that was initially designed as a content management system and was made to be highly configurable. SharePoint syncs up PCs and mobile devices through its back-end system and allows employees within the business to share information in a streamlined fashion. SharePoint is a powerful enterprise content management tool that provides multiple solutions for information management. Such problems include data loss, redundant processes consuming time, poor communication resulting in ineffective processes, low accountability, low quality and inconsistency in overall performance. In healthcare, as in other sectors, many business processes can be optimized through an effective and streamlined SharePoint-based application. Healthcare Organizations can leverage features offered by Microsoft&rsquo;s SharePoint to reduce cost, enhance productivity and streamline processes. The following content will walk you through specific processes in healthcare organizations that could be optimized through SharePoint.<br />Here at infowise Solutions being a SharePoint-based application developer we see a great many possibilities for implementing a quick, practical and cost-effective solution in the healthcare sector. Currently, healthcare providers make the most extensive section of our new adoptions. <h2>Access to Unit-Specific Information</h2> Frontline staff is especially benefitted through the process optimization and to show this I am going to explain a case of an acute care hospital. Frontline staff needs to access unit-specific information effectively and swiftly as their work demands acuity and adaptability to complexities. Most acute care hospitals who haven&rsquo;t automated their processes print their clinical resources or post them on walls for the staff to get their quick reference. This is bound to create confusion as information soon gets outdated and has to be upgraded manually; it also creates a visual disturbance. The frontline staff could be effectively assisted through SharePoint so they can share and access the information across their organization. SharePoint could be used to develop unit-corresponding homepages to both satisfy the needs of the staff and will present a collaborative platform to the clinical leadership. Organizations could try out a pilot project and define its processes for them along with its structure and features of the site&rsquo; homepages. They could conduct a survey from the staff regarding its utility to ascertain its benefits and shortcomings. This would be an innovative way to access and make available upgraded clinical resources for the betterment of the whole organization. <h2>Onboarding</h2> A poorly structured recruitment process would result in a clutter of paperwork and an ineffective use of time. But if organizations had process optimization measures placed for onboarding then after it has decided upon a suitable profile, they can get them processed and will get them acknowledged with the workings through automated forms, timely approvals, required hardware, accounts, etc. You can ensure seamless onboarding if you could optimize this process through automation. By automating redundant onboarding tasks and render this automation to trigger the downstream steps. This optimization would have paper documents replaced with digital processes which get appropriate approvals and then stores them for future references. Without having to do anything manually, you would be ensuring authorized users to access information by keeping in mind the compliance with security and privacy regulation. Through SharePoint, you can get the user management, mailboxes, and directories on one platform for the web-based information system. SharePoint can be used to automatically assign the recruited individual with their computers, communication devices, and software licenses. You can modify this form of optimization to various other processes involved in onboarding.<br /><br /> <h2>Workflow Automation</h2> A meticulously crafted Workflow that is powerful and is easy-to-use can enhance the optimization of business processes and will surely get you increasing returns on investment. An optimized workflow will afford the users with the ability to assess, manage, and reuse the workflows across the organization. This optimization could be achieved by automating the workflow and integrated it with other systems and tools; this would fully leverage the functionality of SharePoint.&nbsp; It has been widely known that the paper-based processes impede business productivity. When you optimize the workflow through SharePoint, you are looking at much faster and streamlined capital expense approvals. These approvals are ensured after all the corresponding documentation have been received by the stakeholders. Such an optimization assures the data accuracy, and privacy as the patient logs have been digitized. This would also eliminate any error about data input. Workflow automation would result in easier and quicker fleet management and asset tracking. When healthcare organizations have used SharePoint with third-party assistance, they could enhance their data security, data accuracy, and approval routing and asset management by a great measure. <br /><br /> <h2>Care Coordination through Health360</h2> <br />Microsoft has provided solutions to healthcare organizations as regards patient experience and population health management. Their Care Coordination Health360 solution provides segmentation where healthcare organizations can identify the at-risk segments of the population by collecting data from care teams in the health network and by assessing the factors influencing patient outcomes. Then, they start to engage the prospective patients to plan their care in a personalized manner. After this research, they turn towards care providers to disseminate the best practices and help them create tailored care provisions. This health solution then improves upon outcomes by assessing factors such as the rate of readmissions and health costs of the population thereby working to achieve value-based care goals. <h2>Security risk analysis assessments</h2> To optimize the security risk analysis, you would need an adequate automation tool to do that for you and get you the reports that show you your level of compliance. There is a feature in Microsoft SharePoint that does exactly that. The Advanced Security Management feature helps the healthcare organizations to make sure that their patient&rsquo;s protected health information is secure.&nbsp; This feature blocks any sensitive information being uploaded on the web, or it can also be made to alert the end user. Such a tool would optimize this business process as there would no need for redundancies such as paper trails and complicated spreadsheets when the healthcare organizations go through compliance audits. SharePoint optimizes the compliance process by examining the data for you, along with assessing operations and performance and it will then show you a report through which you can save your organization from breaches and having to pay hefty money as penalties for not abiding by the regulations. <h2>Training and Development</h2> Training and development is another process that could be optimized through the use of SharePoint. As everything has been digitized, the managers will likely be using online resources to conduct their training. They will be assisted in doing so by leveraging many functionalities that SharePoint offers. SharePoint offers cloud storage that securely centralizes all the documentation ranging from image libraries, databases, patient scheduling, and billing documents. It&rsquo;s a document management platform. Therefore, it can host all the SOPs and eLearning material. SharePoint resolves the issue of disorganization of training materials by having search features and metadata. You can also level the training material by controlling its access by defining who gets to access the material and who doesn&rsquo;t. SharePoint workflows will help the managers to track the progress through training materials and assess the development of the staff. The version control reporting feature would assist the trainers to make sure that the team members are going through the intended information. Automating business processes through SharePoint can make way for process optimizations, decreasing costs, enhancing efficiency, improving customer experience, and providing a consistent, document-dependent business process. &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>&nbsp;</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/sharepoint-and-process-optimization-in-healthcareAvi PagiWednesday, October 31, 2018https://www.infowisesolutions.com/blog/sharepoint-and-process-optimization-in-healthcareBuild it Now With Infowise: Editorial workflow<div id="meta" class="style-scope ytd-watch-flexy"> <div id="meta-contents" class="style-scope ytd-watch-flexy"> <div id="container" class="style-scope ytd-video-secondary-info-renderer"> <div id="content" class="style-scope ytd-expander"> <div id="description" class="style-scope ytd-video-secondary-info-renderer">In the latest Build it Now session, watch as we build out various status indicators, add email alerts, modify the input form and more. This live session shows just how easy it is to use Infowise to build solutions fast.</div> </div> <div id="always-shown" class="style-scope ytd-metadata-row-container-renderer">&nbsp;</div> <iframe src="//www.youtube.com/embed/f3AisA0YSRQ" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe><br /> <div id="background" class="style-scope paper-ripple">&nbsp;</div> <div id="waves" class="style-scope paper-ripple">&nbsp;</div> </div> </div> <div id="offer-module" class="style-scope ytd-watch-flexy">&nbsp;</div> </div> <div id="ticket-shelf" class="style-scope ytd-watch-flexy">&nbsp;</div> <div id="merch-shelf" class="style-scope ytd-watch-flexy">&nbsp;</div> <div id="header" class="style-scope ytd-item-section-renderer"> <div id="title" class="style-scope ytd-comments-header-renderer">&nbsp;</div> </div>https://www.infowisesolutions.com/blog/build-it-now-with-infowiseiwcol-editorial-workflowPhil GoldFriday, October 26, 2018https://www.infowisesolutions.com/blog/build-it-now-with-infowiseiwcol-editorial-workflowRead and Sign documents [SOP] using Infowise Ultimate Forms in SharePoint Online Part-2<div class="code-block code-block-1" style="margin: 8px 0; clear: both;">This is the 2nd Part of the Read and Sign documents using Infowise Ultimate Forms in SharePoint Online (Infowise SOP Read and Sign for office 365) series. Before reading this article, check out the previous article:&nbsp;<a href="https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-1" target="_blank" rel="noopener">Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-1</a>.</div> <div class="code-block code-block-4" style="margin: 8px 0; clear: both;"> <div align="center"> <div style="width: 430px;">&nbsp;</div> </div> </div> In the Previous article, we learn how to create a column and how to add &ldquo;Infowise&nbsp;Associated&nbsp;task&rdquo; Content type to this column. We also learn how to create the &ldquo;<strong>Signature</strong>&rdquo; column in <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate forms</a> for office 365. <h2><span id="Configure_the_Business_logic_in_Infowise_Ultimate_forms_for_office_365">Configure the Business logic in Infowise Ultimate forms for office 365</span></h2> <strong>Sharepoint Document&nbsp;Library(SOP):</strong> <strong>Step 1:&nbsp;</strong>Go to your SharePoint&nbsp;Document Library, click on Library tab-&gt;click on &rdquo;&nbsp;<strong>Design&nbsp;</strong>&ldquo;. It will open the &ldquo;<strong>Infowise Ultimate forms&rdquo;</strong>. <strong>Step 2</strong>: Go to <strong>Alerts</strong> in <strong>Configuration Business Logic </strong>for creating alerts as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Reaad-and-Sign-document-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">Read and Sign document in info wise for office 365 <figure id="attachment_20426" class="wp-caption aligncenter" style="width: 1011px;"> <figcaption class="wp-caption-text"></figcaption> </figure> <ul> <li>In <strong>General Settings </strong>tab, Enter <strong>Title</strong>, Select <strong>Site</strong>, and Select <strong>List</strong> from the drop-down(by default <strong>Site</strong> and <strong>List</strong> names are selected).</li> <li>Next, coming to the <strong>Recipients</strong> tab, Select users from Recipient Picker for &ldquo;TO&rdquo; as shown above in the screenshot.</li> <li>Do the Same thing for &ldquo;CC&rdquo;(if you need &ldquo;CC&rdquo;).</li> <li>Next, go to the <strong>Mail Templates, </strong>click on<strong>&nbsp;Add or update mail template.</strong> It will open &ldquo;<strong>Add or update mail template</strong>&rdquo;&nbsp;Dialogue box here enter detail as your requirement and click on <strong>Ok</strong> button.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signatur-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <h2><span id="Sharepoint_Task_List_Signing_Tasks">Sharepoint Task List (Signing Tasks)</span></h2> <strong>Step 1:&nbsp;</strong>Go to your SharePoint Task List, click on List tab-&gt;click on &rdquo;&nbsp;<strong>Design&nbsp;</strong>&ldquo;. It will open the &ldquo;<strong>Infowise Ultimate forms&rdquo;</strong>. <strong>Step2</strong>:&nbsp;Go to <strong>Alerts</strong> in <strong>Configuration Business Logic </strong>for creating alerts as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Innfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise-SOP-Read-and-Sign-for-office-365 <figure id="attachment_20428" class="wp-caption aligncenter" style="width: 1032px;"> <figcaption class="wp-caption-text"></figcaption> </figure> <ul> <li>In <strong>General Settings </strong>tab, Enter <strong>Title</strong>, Select <strong>Site</strong>, and Select <strong>List</strong> from the drop-down(by default <strong>Site</strong> and <strong>List</strong> names are selected).</li> <li>Next, coming to the <strong>Recipients</strong> tab, Select users from Recipient Picker for &ldquo;To&rdquo; as shown above in the screenshot.</li> <li>Next, go to the <strong>Mail Templates, </strong>click on<strong>&nbsp;Add or update mail template.</strong> It will open &ldquo;<strong>Add or update mail template</strong>&rdquo;&nbsp;Dialogue box here enter detail as your requirement and click on <strong>OK</strong> button.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepointonline.png" alt="" /> <p style="text-align: center;">using electronic signature in info wise for office 365 in SharePoint online <h2><span id="Upload_the_Document_in_Sharepoint_Document_Library_and_assign_the_task_to_the_User">Upload the Document in Sharepoint Document Library and assign the task to the User</span></h2> <strong>Step 1</strong>: Now go to your SharePoint Document Library(&ldquo;SOP&rdquo;) upload the document as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-and-Sign-document-in-infowise-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read and Sign document in infowise for office 365 <strong>Step 2</strong>: Next Click On &ldquo;<strong>OK</strong>&ldquo;, it will open &ldquo;SOP SYSTEM&rdquo; form. Enter Title, Signers and next click on &ldquo;<strong>New Item&rdquo;</strong>&nbsp;for assign task to the users as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepoint-online-1.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <strong>Step 3</strong>: When clicking on New Item, &rdquo;&nbsp;<strong>Signing Task</strong>&nbsp;&ldquo;form will be open. <ul> <li>Enter &ldquo;<strong>Task Name&rdquo;</strong>, Add username in &rdquo; <strong>Assigned to</strong>&ldquo;, &ldquo;<strong>Due Date&rdquo;.&nbsp;</strong></li> <li>Next click on the <strong>Save</strong> button as shown below.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-SOP-Read-and-Sign-for-office-365-1.png" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 4</strong>: Now the item is added in the &ldquo;R<strong>ead and Sign</strong>&rdquo; column as shown below. <ul> <li>if you want to add one more item you can add it by&nbsp; &ldquo;<strong>new item</strong>&ldquo;.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office365-1.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 5</strong>: Next click<strong> Save</strong> button item will be added to the Sharepoint Document Library as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/RRead-Sign-document-infowise-ultimate-forms-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document info wise ultimate forms for office 365 <strong>Step 6</strong>: Now go to the &ldquo;<strong>Read and Sign&rdquo; Column,</strong> click on &ldquo;<strong>Click for Details&rdquo;.&nbsp;</strong>It will show the task details as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/IInfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 7</strong>: like that we can add multiple users to the single document as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 8</strong>: For reading &amp; Sign in the Document, the user will go through the mail or go the TaskList(in our example &ldquo;Signing Tasks&rdquo;). <ul> <li>Go to the task list, open on the task item.</li> <li>Tick on the checkbox of &ldquo;<strong>I confirm Reading</strong>&rdquo; and Check on the &ldquo;<strong>Sign&rdquo;</strong> CheckBox.</li> <li>click on the <strong>Save</strong> button as shown below.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/ussing-electronic-signature-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in sharepoint online <strong>Step 9</strong>: Now the item is updated in the task list as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office-365-1.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 10</strong>: See in your SharePoint Document library all task has been updated as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Inffowise-Electronic-Signature-field-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 If you are new to Infowise Ultimate Forms, you can read some more tutorials and get to know about various features. <ul> <li><a href="https://www.enjoysharepoint.com/create-collapsible-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> <li><a href="https://www.enjoysharepoint.com/create-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms Part-1</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms Part-2</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/" target="_blank" rel="noopener">Set Default Values in List Columns using Infowise Ultimate Forms in SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> </ul> <h2><span id="Conclusion">Conclusion</span></h2> In this article, we learned about how to Read and sign in the document in a document library in SharePoint Online Office 365, How to create Signature, and how to add &ldquo;Infowise Associated task&rdquo; content type to the column in the Infowise&nbsp;Ultimate forms for office 365 in SharePoint online.https://www.infowisesolutions.com/blog/read-and-sign-documents-[sop]-using-infowise-ultimate-forms-in-sharepoint-online-part-2Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-[sop]-using-infowise-ultimate-forms-in-sharepoint-online-part-2Read and Sign documents [SOP] using Infowise Ultimate Forms in SharePoint Online Part-1<div class="code-block code-block-1" style="margin: 8px 0; clear: both;">Welcome to our New Article on &ldquo;Read and Sign documents using Infowise Ultimate Forms in SharePoint Online (Infowise SOP Read and Sign for office 365)&rdquo;. The basic need of this article is, in company certain documents are regularly read by Employees. We will assign&nbsp;tasks to the employees through the mail or In common task list in SharePoint site. They&nbsp;can go through the mail or go to the task list and there they read the document and sign in after reading the document.</div> <div class="code-block code-block-4" style="margin: 8px 0; clear: both;"> <div align="center"> <div style="width: 430px;">&nbsp;</div> </div> </div> SOP(<strong>Standard Operating Procedure</strong>): An SOP is a procedure specific to your operation that describes the activities necessary to complete tasks in accordance with industry regulations or even just your own standards for running your business. If you are new to Infowise Ultimate Forms, then <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">download Infowise Ultimate Forms trial</a> and try out the new features in SharePoint Online Office 365. <strong>Step 1</strong>: I have created SharePoint&nbsp;Document&nbsp;Library known as &ldquo;SOP&rdquo;. It has a few columns as shown below. <strong>Important:</strong> I have created&nbsp; &ldquo;<strong>Read and Sign</strong>&nbsp;&rdquo; column and Add it to &ldquo;<strong>Tabs and Tab permission</strong>&rdquo; (Create a new Tab) in &ldquo;<strong>Infowise Ultimate forms</strong>&ldquo;. I Explained this at &ldquo;<strong>Step 5&Prime;</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-and-Sign-document-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">Read and Sign document in info wise for office 365 <strong>Step 2</strong>: I have created a task list Known as &rdquo; Signing Tasks&rdquo;&nbsp;with few columns as shown below. <strong>Important:</strong> I have created&nbsp; &ldquo;<strong>Signature</strong>&rdquo; column and Add it to &ldquo;Tabs and Tab permission&rdquo; (Create a new tab) in &ldquo;Infowise Ultimate forms&rdquo;.&nbsp; I Explained this at &ldquo;<strong>Step 7&Prime;</strong>. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office-365.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 3</strong>:&nbsp; &ldquo;Allow the management Content-Types&rdquo; in your tasks list as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-SOP-Read-and-Sign-for-office-365.png" alt="" /> <p style="text-align: center;">Infowise SOP Read and Sign for office 365 <strong>Step 4</strong>: Go to the<strong> List tab-</strong>&gt;click on <strong>list Settings</strong>-&gt;Scroll down to <strong>Content-Type</strong>-&gt; click on &ldquo;<strong>Add from existing site content types</strong>&ldquo;. Now select &ldquo;<strong>Infowise</strong>&rdquo; content type from the drop-down then it will show content types what it has. Select &ldquo;<strong>Infowise Associated Task</strong>&rdquo; from the content types, then click on &ldquo;<strong>Add</strong>&nbsp;&rdquo; as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Infowise-Electronic-Signature-field-for-office365.png" alt="" /> <p style="text-align: center;">Infowise Electronic Signature field for office365 <strong>Step 5</strong>: Now Coming back to our &ldquo;SOP&rdquo; library, create the column &ldquo;<strong>Read and sign</strong>&rdquo; column and associate with &ldquo;Infowise Associated Task&rdquo; Content type as shown below. <strong>Open your SharePoint Document Library (SOP) in Infowise Ultimate forms.</strong> <ul> <li>Go to Library tab-&gt; click on &ldquo;<strong>Design&rdquo;</strong> button, it will open <strong>Infowise Ultimate forms</strong>.</li> <li>Next, Go to &ldquo;<strong>Configure&nbsp;Columns</strong>&ldquo;-&gt; click on &ldquo;<strong>Associated Items</strong>&ldquo;.</li> <li>Enter Column name &ldquo;ReadandSign&rdquo; as shown below.</li> <li>In <strong>General-Settings</strong>, <strong>Create new</strong>: ReadandDesign.</li> <li>In <strong>Associated Items Settings</strong>, <strong>Child Site</strong>: current site, <strong>Child list</strong>: Signing tasks(your tasks list), <strong>Child Content-Type</strong>: Infowise Associated Task etc. Select as shown below.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/using-electronic-signature-in-infowise-for-office-365-in-sharepoint-online.png" alt="" /> <p style="text-align: center;">using electronic signature in infowise for office 365 in SharePoint online <strong>Step 6</strong>: <strong>Create Infowise Ultimate Tab&nbsp;for the Sharepoint Document&nbsp;library.</strong> <ul> <li>Go to &ldquo;<strong>Configuration layouts and Permissions&rdquo;</strong> -&gt;click on &ldquo;<strong>Tabs and tab Permissions&rdquo;.</strong></li> <li>Here you can create tab and Add columns to the tab as shown below.</li> </ul> Note: See below screenshot our new column &ldquo;<strong>Read and sign</strong>&rdquo;&nbsp; is added in &ldquo;<strong>Tab-Column Association&rdquo;.</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Read-Sign-document-infowise-ultimate-forms-for-office365.png" alt="" /></strong> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 7</strong>:&nbsp;Now Coming back to our &ldquo;<strong>Signing Tasks</strong>&rdquo; SharePoint&nbsp;List, create the column &ldquo;<strong>Signature</strong>&rdquo;&nbsp; in Infowise Ultimate forms as shown below. <strong>Open your SharePoint Task List (Signing Tasks) in Infowise Ultimate forms.</strong> <ul> <li>Go to Library tab-&gt; click on &ldquo;<strong>Design&rdquo;</strong> button, it will open <strong>Infowise Ultimate forms</strong>.</li> <li>Next, Go to &ldquo;<strong>Configure&nbsp;Columns</strong>&ldquo;-&gt; click on &ldquo;<strong>Signature</strong>&ldquo;.</li> <li>Enter Column name &ldquo;<strong>Signature</strong>&rdquo; as shown below.</li> <li>In <strong>General-Settings</strong>, <strong>Create new</strong>: Signature.</li> <li>In <strong>Signature&nbsp;Settings, </strong>check the checkboxes (Select coulmns as your needs).</li> <li>Select <strong>Signature type&nbsp;</strong>as <strong>Declarative&nbsp;</strong>from the drop-down as shown below.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/RRead-Sign-document-infowise-ultimate-forms-for-office-365.png" alt="" /> <p style="text-align: center;">Read &amp; Sign document infowise ultimate forms for office 365 <strong>Step 8</strong>:&nbsp;<strong>Create Infowise Ultimate Tab&nbsp;for the Sharepoint Task List(Signing Tasks).</strong> <ul> <li>Go to &ldquo;<strong>Configuration layouts and Permissions&rdquo;</strong> -&gt;click on &ldquo;<strong>Tabs and tab Permissions&rdquo;.</strong></li> <li>Here you can create tab and Add columns to the tab as shown below.</li> </ul> Note: See below screenshot our new column &ldquo;<strong>Signature</strong>&rdquo;&nbsp; is added in &ldquo;<strong>Tab-Column Association&rdquo;.</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/Iinfowise-SOP-Read-and-Sign-for-office-365.png" alt="" /></strong> <p style="text-align: center;">Infowise Electronic Signature field for office 365 You can also try a few Infowise Ultimate Form examples below: <ul> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms</a></li> <li><a href="https://www.enjoysharepoint.com/create-collapsible-tabs-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365</a></li> </ul> <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;">&nbsp;</div> In the next article, we will discuss more on how to read and sign a document using Infowise Ultimate Forms in Office 365 SharePoint Online. <a href="https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-2" target="_blank" rel="noopener">Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-2</a>https://www.infowisesolutions.com/blog/read-and-sign-documents-[sop]-using-infowise-ultimate-forms-in-sharepoint-online-part-1Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-[sop]-using-infowise-ultimate-forms-in-sharepoint-online-part-1Is SharePoint HIPAA CompliantSharePoint is a platform offered by Microsoft that was initially designed as a content management system and was made to be highly configurable. SharePoint syncs up PCs and mobile devices through its back-end system and allows employees within a network to share information in a streamlined fashion. SharePoint is a powerful enterprise content management tool that provides multiple solutions for information management. Such problems include data loss, redundant processes consuming time, poor communication resulting in ineffective processes, low accountability, low quality and inconsistency in overall performance. <a href="https://support.office.com/en-us/article/what-is-sharepoint-97b915e6-651b-43b2-827d-fb25777f446f">Learn more about SharePoint</a> <h2>HIPAA Overview</h2> The US passed a healthcare law by the name Health Insurance Portability and Accountability Act which seeks to set out requirements for the usage, disclosure, and privacy for the health information of patients. Healthcare companies are the ones covered within this law&rsquo;s ambit as they do have access to &ldquo;protected health information,&rdquo; (PHI), of the patients. The bill also has implications for business associates that work with the Healthcare system and do provide, for say, technological assistances like cloud services, insurance billing and so on. And so they would be likely to process patient information on behalf of the corresponding healthcare entity. There four domains where the HIPAA has imposed its restrictions upon the usage and distribution of PHI. These domains are security, privacy, identifiers and electronic transmission of healthcare-transactions. HIPAA provides for patient confidentiality by mandating physical, administrative and technological security measures. The law also prohibits the release of certain types of information (which could be collected for research purposes). HIPPA also requires the healthcare companies to take effective measures for when they are transferring crucial data, like insurance claims, insurance eligibility and payments, through electronic transmission. &nbsp; <h2>How Can Healthcare Companies Comply with HIPAA Regulations?</h2> With the technological advancements, the healthcare industry is adapting to various business changes that are inclusive of the electronic conversion of medical records, information exchanges, and web-based portals for both the physicians and patients. These initiatives are regulated under the requirements of HIPAA which is aimed at providing privacy to patient information. &nbsp; Now there has been a lot of improvement in how organizations implement medical record systems, but a lot of information is trapped in places that are not part of medical records. There are several healthcare providers that haven&rsquo;t come to terms with the storing information in OneDrive, SharePoint, or SharePoint Online for fear of information breach and violation of HIPAA requirements. Electronic protected health information can exist outside the domain of medical record, so where should the healthcare organizations keep this information. This ePHI needs to be stored while maintaining compliance with the HIPAA and other such regulations such as HITECH. SharePoint is being a used extensively for digital document management by the healthcare organization. SharePoint in and of itself does not have the ability to ensure its users&rsquo; compliance with HIPAA. It is entirely dependent upon the healthcare organizations to achieve and ensure HIPAA compliance when carrying out their business processes on SharePoint. &nbsp; &nbsp; <h2>Business Associates &amp; Covered Entities</h2> It is argued that HIPAA takes into its ambit the business associates of healthcare organizations (covered entities) as well, and Microsoft does sign that agreement to a BA, however, this doesn&rsquo;t avert the chances of violation or the breach in protected health information. It just puts them at somewhat equal liability when such an incidence happens. A series of attacks on a healthcare organization, named Anthem, exposed the protected health information of approximately 80 million people. The information included their names, medical identification numbers, social security numbers, addresses employment information, etc. Anthem ended up paying $16 million in settlement to the Office for Civil Rights (OCR). There are several issues that catch attention in such settlements as per the HIPAA regulations. Two of the most observed ones are that the healthcare organizations involved have policies in place to prohibit the prerequisite actions that result in such breach of privacy and that there was an application server involved in the breach of the patient information. &nbsp; <h2>Encryption</h2> Healthcare organizations are usually in agreement with their business associates; however, that should not impede them for establishing and ensuring further protective measures of PHI. Most people get all hyped up about encryption as the one thing that could ensure privacy to patient health information. But encryption will only benefit where there is a tangible loss or theft of, say, a hard disk or tapes. Most breaches occur through a web application, so encryption would not help there. Because encryption is as hyped up as it can be, the healthcare organizations should know about the role that is played by both the implementations (such as database or storage level encryption) and integrated access controls. This combination could help in better threat protection. If there is encryption at an application level with an access control lost that could prohibit unauthorized access, then the breaches can be prevented and these implementations lie outside the purview of what SharePoint and Office 365 are intended for. &nbsp; <h2>Ensuring Technical Safeguards</h2> Even after you get a Business Associate agreement from say a cloud service provider like Microsoft, you are not entirely in the clear unless you have the necessary technical controls. Some healthcare organizations, in the past, have had all the properly documented policies; however, they didn&rsquo;t have the adequate implementations for those policies. Healthcare businesses should ensure proper implementations of technical safeguards or automated security controls to ensure compliance with HIPAA regulations. &nbsp; Therefore, healthcare organizations, after getting their documents and business processes up on platforms like SharePoint, would still need to possess the information as to where their ePHI is located in SharePoint, SharePoint Online and OneDrive. After having this information, they should then find a way to encrypt the documents within SharePoint, ensure meaningful usage of those documents and monitor all and every access made to ePHI.<br /><br /> <h2>How does SharePoint stack against HIPAA?</h2> No software platform can, on its own, live up to the requirements of HIPAA regulations. However, SharePoint has incorporated mandatory administrative and technical safeguards to comply with the said regulations. This will enable the HIPAA covered entities to operate their business processes in a manner that complies with HIPAA. &nbsp; Microsoft has mentioned their Office 365 product to be an online solution that <a href="https://www.microsoft.com/en-us/TrustCenter/Security/office365-security">enhanced productivity and ensures collaboration while safeguarding the data and complying with the industry regulations.</a> However, it hasn&rsquo;t mentioned all such details about SharePoint and SharePoint Online. It just proclaims that Microsoft is willing to sign a Business Associate Agreement with the Healthcare organizations and that this agreement will include SharePoint. However, the users are responsible for ensuring further compliance with the HIPAA regulations and that the SharePoint platform is configured properly. Compliance with the regulations is mandated by training the personnel who would be using it, setting access controls and audit controls and ensuring the adequate configuration of security controls. &nbsp; After all these measures are ensured, SharePoint can be deemed as a HIPAA compliant platform that could be used for document management and collaboration. &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></em><em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great, click <a title="Infowise Business Process Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.</em> &nbsp;https://www.infowisesolutions.com/blog/is-sharepoint-hipaa-compliantAvi PagiThursday, October 25, 2018https://www.infowisesolutions.com/blog/is-sharepoint-hipaa-compliantCollaboration in Healthcare – the Case for SharePoint and Office 365 <h2>The Need for Collaboration in Healthcare</h2> Healthcare is being impacted by a plethora of factors like costs of services, pharmaceuticals, and an increasing number of an uninsured population. Add to that more rigorous regulations are being introduced from different jurisdictions. On the other hand, users of Healthcare systems, now, after having being introduced to digital start-ups such as Amazon, Uber and Google have developed enhanced customer expectations. Under these conditions, the industry has to adopt effective measures to meet these challenges. Streamlining business processes is a distinct area that can have an immediate impact on the delivery of patient care at the same time help private practices and hospitals gain efficiency, limit human errors and achieve profitability. Information technology (in addition to the effective deployment of human resources) is a successful way to streamlining business processes. Healthcare organizations are implementing digital management systems to enhance access to information. Such management systems effectuate the business processes by improving collaboration between the human resources and different departments. Healthcare organizations are starting to make use of collaboration as a measure to reduce costs and enhance the quality of service provision. Organizations have increased the adoption of collaboration platforms that store patient information and so streamlines their business processes.&nbsp; <h2>SharePoint and Office 365: Collaboration Enhancing Tools</h2> One such collaboration platform is offered by the Microsoft&rsquo;s SharePoint. Many healthcare organizations have implemented it for its multiple usages. These usages range from ensuring compliance with regulations by distributing policy updates to sharing patient information and the providing the training and development programs. In the healthcare industry, the physicians and other medical staff have to collaborate to make value-based, patient-centered health plans. Here, the technology could be used quite effectively to provide them with a secure platform that streamlines their collaboration.&nbsp; Healthcare organizations are increasingly using the SharePoint Apps and Add-ins for the list of purposes. For instance, the App is being utilized for a Merit-based Incentive Payment System which provides yearly updates to physicians. SharePoint Apps are also increasingly being deployed to expedite the processes. For instance, they use SharePoint with Microsoft Flow to notify the medical staff of changes in the on-call scheduling or to approve insurance authorizations. <h2>Collaboration Tools</h2> Previously, there were limited ways for the company to structure their collaboration strategies when Microsoft released its key collaboration product: SharePoint On-Premises. Today, the companies are afforded with a range of possibilities when it comes to structuring their collaboration strategies, with the release of Office 365. They can now use the product flexibly as per their team size, the type of collaboration they want to ensure (like team-wide, enterprise-wide, chat based, etc.), the extent of cooperation they can afford to allow, their present capabilities of workflow management, and their allowance for knowledge re-usability. The companies are afforded with such flexibility through a list of collaborative tools provided by the Microsoft&rsquo;s Office 365 collaboration kit. Following devices are available for the healthcare companies to enhance their collaboration. <h2>Team sites</h2> Through this tool, users are able to access information through a newsfeed, an activity log, and several document libraries. This tool is widely used because of its efficacy in ensuring collaboration between larger teams so that they can communicate easily, keep a check on team activities, and store important documents and links. This tool also has features for document and workflow management which assist them in executing their tasks effectively. The companies can use this tool as a corporate intranet, an online learning platform, a project management system or a knowledge management solution. <h2>Communication sites</h2> Communication site is another collaboration tool that transcends team borders and gives a collaborative platform for the whole company. The entire community on the home page of SharePoint will be able to access the information published on the communication site. This tool is different from the team site tool in that that the previous one doesn&rsquo;t constrict the collaboration between teams. Healthcare organizations can use this tool to publish information for their employees, for instance, as regards best practices to be followed, training sessions and corporate events to be attended, etc. Whatever the healthcare institute deems to be an organization content can be published through this collaborative tool. <h2>Hub sites</h2> Hub sites are intended to combine all the activities going on in the team and communication sites and bring them onto a single platform. Hub sites will render the same style across all associated sites so that it is easier to navigate through them as they are all well-organized. <h2>Outlook Groups</h2> Office 365 Groups have now been expanded to incorporate all the available collaboration tools and so provides ease-of-use to all the employees accessing them. After setting up an Outlook Group, the users are equipped with a set of tools which include a shared Outlook inbox, a shared calendar, a shared document library, a shared OneNote Notebook, a team site and a planner for group task management. Outlook Groups are a great way to collaborate with external users who are not allowed to get access to team sites. They are a useful tool for those wanting to communicate via emails. <h2>Yammer Groups</h2> Yammer groups are similar to Outlook Groups with a single exception. In Yammer Groups, the shared inbox (in the Outlook Group) transforms into a conversation thread. This collaboration tool assists in file sharing and permits external users to contribute to the collaboration process. <h2>Microsoft Teams for chat based teamwork</h2> This tool will allow the staff to have open channels for collaboration, they could also create a private channel for communication. Teams are integrated with Skype, thereby helps the staff to have audio and video conferences. This sort of collaboration gives way to an environment that is not restricted by organizational hierarchy thus making way for more interested teams. <h2>Skype for Business Online</h2> This tool supports instant messaging, audio, video and web conferencing. As per the subscription, the users could also have added benefits of using other collaboration tools such as file sharing, file storage and emailing. *** At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation. <a href="https://www.infowisesolutions.com/ultimate_forms">Click here to download</a> Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great, click here and download the ready-to-use template from our vast business process solution library, re-purpose to service your needs. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/collaboration-in-healthcare-%E2%80%93-the-case-for-sharepoint-and-office-365---Avi PagiThursday, October 25, 2018https://www.infowisesolutions.com/blog/collaboration-in-healthcare-%E2%80%93-the-case-for-sharepoint-and-office-365---An Enterprise’s Guide to Business Process Modeling Methodology Business Process Management (BPM) simplifies processes, making it possible for business to achieve their objectives. Thus, <u><a href="https://www.villanovau.com/resources/bpm/10-bpm-problems-to-avoid/">BPM</a></u> can be used to align the processes with the goals by improving them and then keeping track of how effective those changes have been. Only through such constant monitoring can businesses keep improving the processes and optimize them to suit their needs. While a BPM initiative can be applied to a single stage in a process, it is usually an enterprise-wide strategy and can be divided into the following phases: <strong>Understanding</strong> By using a <u><a href="https://www.linkedin.com/pulse/20141113102736-3050849-business-process-frameworks-where-do-i-start/">process framework</a>,</u> you can document the processes under observation. These processes usually have been chosen because of the value they deliver to your customers or they are in alignment with the company&rsquo;s other goals. The step involves the creation of a standard for documentation and a central repository for its storage. <strong>Improvement</strong> Business processes are dissected likely by teams and their problems identified. After that, improvements will be recommended. This stage involves the use of formal methodology, which can be a hybrid method or something like <u><a href="http://www.what-is-bpm.com/bpm_primer/bpm_primer.html">Lean Six Sigma</a></u>. &nbsp; <strong>Automation/Optimization</strong> After the selection of improvement methods have been made and applied, technology can be introduced for further advantages. For instance, by monitoring a process, you can keep track of it and use the insights gained from it to solve problems and resolve bottlenecks. But most of these problems arise due to manual errors made by the staff involved in a process. Automation of the process by using BPM technology can eliminate human mistakes. Most Common BPM Methodology &ndash; DMEMO BPM methodology is cyclical by nature and can be divided into several phases. The phases in their turn are also divided into individual sets of tasks. Execution of those tasks will mean completion of each phase. <u><a href="http://www.vagustech.com/Services/BPM">DMEMO</a></u> is the most commonly used methodology in BPM. It is divided into the following phases; each of which have a specific purpose: <ul> <li>Design&nbsp;</li> <li>Model&nbsp;</li> <li>Execute</li> <li>Monitor</li> <li>Optimize</li> </ul> There is another similar business process methodology called <u><a href="https://blog.kainexus.com/improvement-disciplines/six-sigma/dmaic/the-complete-beginners-guide-to-dmaic">DMAIC</a></u>. It is slightly different in its approach in that, it has the following phases: <ul> <li>Define</li> <li>Measure</li> <li>Analyze</li> <li>Improve</li> <li>Control</li> </ul> Using BPM for Improvement <ul> <li><strong>Define the company&rsquo;s goals</strong></li> </ul> Before you take the first step in improving a business process, you need to know what your end goal should be. Well-defined company goals in unambiguous language will help you see where you are headed. <ul> <li><strong>Get feedback from various sources</strong></li> </ul> This next step is important and involves listening! Not only should you be focusing at customer feedback but you should also consider visiting each department. Talk to the team heads because they will have a good idea of what isn&rsquo;t working. Then interview the team members and watch them while they are at work. Note down everything and take pictures or make short videos for later. Once you are done, make a list of the processes that need improvement. <ul> <li><strong>Think core not secondary</strong></li> </ul> Now look at the list of the processes that are problematic. Try separating the core problems that are acting as impediments in achieving of the company&rsquo;s goals. <ul> <li><strong>Look for opportunities not just problems</strong></li> </ul> Pay attention to the potential opportunities that can arise from resolving the problems you have outlined. Consider the following areas of operation and see which ones can produce a change that helps your company achieve its goals: <ul> <li>Customer self-service</li> <li>Increased management visibility</li> <li>Integration of people, data, and processes with CRM/ERP and other critical systems</li> </ul> <ul> <li><strong>Start Small</strong></li> </ul> Running a company requires a healthy dose of practicality because even if they are considerable, its resources won&rsquo;t be unlimited. A BPM solution can likely be applied to multiple processes that are a part of your list of improvements. However, that doesn&rsquo;t mean you should go through with them all. Your priority should be the BPM solution that will help achieve the company&rsquo;s goals. You will also have to balance the resources it will require with the advantages it will offer. Therefore, start small to go big! After you have completed all the steps mentioned above, then you can move on to the next one i.e. selecting the right BPM solution to ensure your plan is a success! &nbsp; &nbsp; At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation. Click to <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Download Infowise Ultimate Forms</a> 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Alternatively, to start with a ready template, click <a title="Free Business Solutions " href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">here</a> and download a ready-to-use business process template from our vast solutions library, go ahead re-purpose, resue to service your needs. &nbsp;https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-business-process-modeling-methodology-Amir ShingrayThursday, October 25, 2018https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-business-process-modeling-methodology-Create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365In this post, I will show you how we can create Collapsible tabs and All Columns tab using Infowise Ultimate Forms in SharePoint Online Office 365. <div class="code-block code-block-4" style="margin: 8px 0; clear: both;">&nbsp;</div> In the previous post, I have explains <a href="https://www.infowisesolutions.com/blog/create-tabs-with-tab-permission-using-infowise-ultimate-forms-in-sharepoint-online-office-365" target="_blank" rel="noopener">how to create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365</a>. And if you are new to Infowise Ultimate Forms, then you can <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">download a trail Infowise Ultimate Forms</a> and can check out the features. You can do lots of customizations and automate business processes using Infowise Ultimate Forms without using code or workflow in SharePoint Online Office 365. Read some of my previous Infowise Ultimate Forms tutorials: <ul> <li><a href="https://www.infowisesolutions.com/blog/infopath-alternatives-for-designing-sharepoint-forms" target="_blank" rel="noopener">InfoPath alternatives for designing SharePoint Forms</a></li> <li><a href="https://infowisesolutions.com/blog/infowise-actions-vs-sharepoint-workflow" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows</a></li> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a></li> <li><a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms</a></li> <li><a href="https://www.enjoysharepoint.com/itsupport-ticketing-system-using-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">ITSupport Ticketing System using Infowise Ultimate Forms</a></li> </ul> <h2><span id="Create_Collapsible_tabs_using_Infowise_Ultimate_Forms_in_Office_365_SharePoint_Online">Create Collapsible tabs using Infowise Ultimate Forms in Office 365 SharePoint Online</span></h2> Here in this example, I am going to use the same Student Information SharePoint Online list. In that list, we are going to create collapsible tabs using Infowise Ultimate Forms. Open SharePoint Online list and click on <strong>Infowise</strong> from the ribbon and go to <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate forms</a>, Click on&nbsp;<strong>Tabs and Tab Permissions</strong>&nbsp;from Configuration and Layout Permission section. Next, go to the&nbsp;<strong>General Settings</strong>, select Display&nbsp;as &ldquo;<strong>Groups&rdquo;</strong>&nbsp;from the&nbsp;drop-down. Below the &ldquo;<strong>Display as</strong>&ldquo;, tick on the checkbox &ldquo;<strong>Collapsible</strong>&ldquo;. Next, Click on&nbsp;<strong>Save</strong>&nbsp;Button. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-collapsible-tabs-for-office-365.png" alt="" /> After applying collapsible Settings, see the below screenshot of Infowise Ultimate forms. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-collapsible-tabs-for-office365.png" alt="" /> <p style="text-align: center;">infowise ultimate collapsible tabs for office 365 For the<strong>&nbsp;</strong>Trainer And Fee Details, click on the tab &ldquo;Trainer And Fee Details&rdquo;. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/iinfowise-ultimate-tabs-and-tab-permissions.png" alt="" /> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <h2 id="mce_39"><span id="Create_8220All_Columns8221_Tab_in_Infowise_Ultimate_forms">Create &ldquo;All Columns&rdquo; Tab in Infowise Ultimate forms</span></h2> Open SharePoint Online list and click on <strong>Infowise</strong> from the ribbon and go to Infowise Ultimate forms, Click on&nbsp;<strong>Tabs and Tab Permissions</strong>&nbsp;from Configuration and Layout Permission section. Next, go to the&nbsp;<strong>General Settings</strong>, select Display as &ldquo;<strong>Tabs</strong>&rdquo; from the drop-down. Next, Tick on the&nbsp;checkbox &ldquo;Display All Columns tab&rdquo;. Next, Click on&nbsp;<strong>Save</strong>&nbsp;Button. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/innfowise-tab-and-tab-permissions-in-office-365-1.png" alt="" /> <p style="text-align: center;">infowise tab and tab permissions in office 365 After changing Settings,&nbsp; see the below screenshot of Infowise&nbsp;Ultimate forms &ldquo;<strong>All C</strong><strong>olumns</strong>&rdquo; Tabs available. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/hhow-to-create-tab-permissions-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <h2><span id="Add_permissions_to_columns_in_SharePoint_list_using_Infowise_Ultimate_Forms">Add permissions to columns in SharePoint list using Infowise Ultimate Forms</span></h2> <strong>Step-1:</strong> I have Added permissions to the <strong>Status </strong>column in Infowise Ultimate forms as shown below. Go to Configuration layout section, click on<strong> Advanced Column Permissions</strong>. Select the column name from the drop-down which you want to apply for the permissions, select&nbsp;the&nbsp;permission level and&nbsp;other things. Click on the Save button as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/hhhow-to-create-tab-permissions-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <strong style="font-size: 1rem;">Step 2</strong><span style="font-size: 1rem;">: Go to the Configuration Business Logic, click on Alerts as shown below.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-tab-and-tab-permissions-in-office-365-1.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">how to create tab permissions in infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 3</strong>: In Alerts, go to the general settings, enter Title, Select site from the drop-down and select list name from the drop-down as shown below.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tab-and-tab-permissions-in-office-365-2.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">create tab and tabs permissions in Infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 4:</strong> Click on Recipients Tab, enter the &ldquo;To&rdquo; and &ldquo;CC&rdquo; to whom you want the send mail. In my example, I have chosen &ldquo;User1&rdquo; for &ldquo;To&rdquo; section and &ldquo;Created By&rdquo; for &ldquo;CC&rdquo;.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/create-tab-and-tabs-permissions-in-Infowise-for-office-365-1.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">create tab and tabs permissions in Infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 5:</strong> Go to &ldquo;What To Send&rdquo;, go to Condition, select &ldquo;Status always equal to <strong>New</strong>&rdquo; as shown below.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tabs-permissions-office-365-2.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">infowise tab and tab permissions in office 365</span> <span style="font-size: 1rem;"><strong>Step 6:</strong> Next go to the &ldquo;Mail Templates&rdquo; tab, Click on <strong>Add or Update the Template</strong> as shown&nbsp;below.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-create-tabs-for-office-365.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">how to create tab permissions in infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 7</strong>: Now <strong>Add or update mail template</strong> dialogue box is open, enter details and click on <strong>OK</strong> button as shown below.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-collapsible-tabs-for-office-365-1.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">how to create tab permissions in infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 8</strong>: Do the same things for the Status &ldquo;Approval and Rejected&rdquo;. See the below screenshot three alerts are created.</span> <span style="font-size: 1rem;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/how-to-create-tab-permissions-in-infowise-for-office-365-1.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">create tab and tabs permissions in Infowise for office 365</span> <span style="font-size: 1rem;"><strong>Step 9</strong>: Now go to your SharePoint List, add Student Details in infowise Ultimate forms as shown below.</span> <ul> <li>Trainer and Fee details tab will be Hidden. It will be available for the user who has permission to this tab.</li> <li>&nbsp;you find out <strong>Staus</strong>&nbsp;column is in <strong class="">Read</strong> mode.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/how-to-create-tabs-in-infowise-for-office-365-1.png" alt="" /> <p style="text-align: center;">how to create tabs in infowise for office 365 <h2><span id="Test_How_Permissions_works_in_List_Forms_customized_using_Infowise_Ultimate_Forms">Test How Permissions works in List Forms customized using Infowise Ultimate Forms</span></h2> <strong>Step 1:</strong>&nbsp;Now the item is added in the SharePoint list &ldquo;Student Details&rdquo; as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/ccreate-tab-and-tabs-permissions-in-Infowise-for-office-365-1.png" alt="" /> <p style="text-align: center;">infowise ultimate tabs permissions office 365 <strong style="font-size: 1rem;">Step 2:</strong><span style="font-size: 1rem;"> Admin(&ldquo;User1&prime; is in our example)&nbsp; will get mail for the course request as shown below.</span> <span style="font-size: 1rem;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/hhow-to-create-tab-permissions-in-infowise-for-office-365-1.png" alt="" /></span> <p style="text-align: center;"><span style="font-size: 1rem;">infowise ultimate tab and tab permissions in office 365</span> <strong style="font-size: 1rem;">Step 3</strong><span style="font-size: 1rem;">: Now Admin will go through the mail and Click on &ldquo;</span><strong style="font-size: 1rem;">Edit Item</strong><span style="font-size: 1rem;">&rdquo; in the mail.Ener the trainer name and fee details as shown below.</span> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/create-tab-and-tabs-permissions-in-Infowise-for-office-3655.png" alt="" /> <p style="text-align: center;">infowise ultimate create tabs for office 365 <strong style="font-size: 1rem;">Step 4</strong><span style="font-size: 1rem;">: Now go to &ldquo;Student Registration Form&rdquo;, change the Status to Approved and click on Save button as shown below.</span> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/innfowise-tab-and-tab-permissions-in-office-365-2.png" alt="" /> <p style="text-align: center;">infowise tab and tab permissions in office 365 <strong style="font-size: 1rem;">Step 5:</strong><span style="font-size: 1rem;"> Now Student will get the mail about the course details as shown below.</span> <span style="font-size: 1rem;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/how-to-create-tab-permissions-in-info-wise-for-office-365.png" alt="" /></span> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <span style="font-size: 1rem;"><strong>Step 6</strong>: Student goes through the mail and clicks on link &ldquo;<strong>Lakshmi</strong>&rdquo; (student name) and will get the details as shown below.</span> <span style="font-size: 1rem;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/create-tabs-permissions-in-Infowise-for-office-365.png" alt="" /></span> <p style="text-align: center;">infowise ultimate tab and tab permissions in office 365 <span style="font-size: 1rem;"><strong>Step 7</strong>: Now check your list Student Registration Form and Trainer and Fee Details added in the list as shown below.</span> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-tab-and-tabs-permissions-office-365.png" alt="" /> <p style="text-align: center;">infowise tab and tab permissions in office 365 <h2><span id="Conclusion">Conclusion:</span></h2> In this article, we learned&nbsp; How to create the tabs, hiding the tabs, create the Collapsible tabs and All Columns tabs in Infowise Ultimate forms for Office 365 in SharePoint online. If you really like this try <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a> in SharePoint Online today.https://www.infowisesolutions.com/blog/create-collapsible-tabs-and-all-columns-tab-using-infowise-ultimate-forms-in-sharepoint-online-office-365Bijay KumarWednesday, October 24, 2018https://www.infowisesolutions.com/blog/create-collapsible-tabs-and-all-columns-tab-using-infowise-ultimate-forms-in-sharepoint-online-office-365Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365Welcome to our Our Article on &ldquo;Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365&rdquo;. In this article, I am going to explaining how to create tabs, and also how we can show or hide tabs using tabs permission using Infowise Ultimate Forms in SharePoint Online. <div class="code-block code-block-4" style="margin: 8px 0; clear: both;">&nbsp;</div> Tabs are important views and a very common requirement for business users. Users want business users should see tabs which they have permission only. <div id="toc_container" class="toc_light_blue no_bullets"> <h2><span id="Business_Requirement">Business Requirement:</span></h2> For example, I have created a list and then I am going to create two tabs using Infowise Ultimate forms. One for <strong>student registration form</strong> and one for <strong>Trainer and fee details</strong>. Student views the S<strong>tudent registration form </strong>tab only, the<strong> Trainer and Fee Details</strong> tab hiding to the Student. Student request for course details sends mail to the Admin. Then Admin will send back the mail with Trainer and fee details. If you are new Infowise Ultimate Forms then I would like you to read my previous posts, and you will be able to know how you can do lots of things without using any code. <ul> <li><a href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" target="_blank" rel="noopener">InfoPath alternatives for designing SharePoint Forms</a></li> <li><a href="https://www.enjoysharepoint.com/top-sharepoint-workflow-and-forms-applications-price-comparison/" target="_blank" rel="noopener">Top SharePoint Workflow and Forms Applications Price Comparison</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a></li> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/" target="_blank" rel="noopener">Set Default Values in List Columns using Infowise Ultimate Forms in SharePoint Online</a></li> </ul> <strong>Step 1:</strong> I have created a list in my SharePoint Site Known as &ldquo;<strong>Student Details</strong>&rdquo; which has few columns like below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tab-and-tab-permissions-in-office-365.png" alt="" width="984" height="164" /> <p style="text-align: center;">infowise ultimate tab and tab permissions in office 365 <strong>Step 2:</strong> Go to the List tab and click on the <strong>Design</strong> button as shown below. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/create-tab-and-tabs-permissions-in-Infowise-for-office-365.png" alt="" width="383" height="98" /> <p style="text-align: center;">infowise ultimate tab and tab permissions in office 365 <div class="wp-block-image"> <figure class="aligncenter"> <h2><span id="Design_Tabs_and_tab_permissions_using_Infowise_Ultimate_Forms">Design Tabs and tab permissions using Infowise Ultimate Forms:</span></h2> <figcaption></figcaption> </figure> </div> &nbsp; <strong>Step 3:</strong> In <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><strong>Infowise Ultimate forms</strong></a>, go to Configure Layouts and Permissions and click on<strong> Tabs and Tab permissions</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tabs-and-tab-permissions-2.png" alt="" /> <p style="text-align: center;">infowise ultimate forms tab and tabs permissions fro office 365 <strong style="font-size: 1rem;">Step 4:</strong><span style="font-size: 1rem;"> Creating the tabs for the list in the Infowise Ultimate forms for Office 365.</span> <ul> <li>I have created two tabs One is Student Registration form and Trainer and fee details as shown below.</li> <li>Creating <strong>Student Registration Tab</strong>, In the tabs section, enter <strong>Name</strong> and <strong>Description</strong> for tab and click on <strong>Add</strong> Button now tab will be created as shown below.</li> <li>Next, go to the <strong>Tab-column Association</strong>, select column form the <strong>Columns in </strong><strong class="">the list</strong> and add to the <strong class="">Columns</strong><strong> in tab</strong>&nbsp;one by one.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-tab-and-tabs-permissions-2.png" alt="" /> <p style="text-align: center;">infowise ultimate tab and tab permissions in office 365 <ul> <li>Next, go to the <strong>General Settings</strong>, select display as &rdquo;&nbsp;<strong>Tabs</strong>&nbsp;&ldquo;from the drop-down and Click on<strong>&nbsp;Save</strong>&nbsp;button.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/how-to-create-tabs-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <ul> <li>Next, Create another tab and named it as<strong> Trainer and Fee Detail</strong>s. Fallow the same steps for the tab creation as shown above.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-tab-and-tab-permissions-in-office-365.png" alt="" /> <p style="text-align: center;">infowise ultimate tab and tab permissions in office 365 <strong>Step 6</strong>: Go to your list and click on new Item, two tabs will appear as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-tab-and-tabs-permissionss.png" alt="" /> <p style="text-align: center;">infowise ultimate forms tab and tabs permissions <ul> <li>Next, Click on <strong>Trainer and fee Details tab. </strong>It will appear as shown below.</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tabs-permissions-office-365.png" alt="" /> <p style="text-align: center;">how to create tab permissions in infowise for office 365 <div class="wp-block-image"> <figure class="aligncenter"> <h2><span id="Add_Permissions_for_Tabs_using_Infowise_Ultimate_Forms">Add Permissions for Tabs using Infowise Ultimate Forms:</span></h2> </figure> </div> &nbsp; <strong>Step 7:</strong>&nbsp;Add permissions to tabs in Infowise Ultimate forms for Office 365. &nbsp; <ul> <li>I have&nbsp;added permissions to<strong> Student Registration&nbsp;form</strong> tab as shown below.</li> <li>I have added <strong>Write </strong>and<strong> Read</strong> permissions to this tab. When it is in <strong class="">Read</strong> mode the student cannot be able to modify the data.</li> <li>Go to Tab Permissions, adding permissions follow the steps.</li> <li>Permissions level: Write</li> <li>Apply in Forms:&nbsp; New Item</li> <li>Click on <strong>Add </strong>Button.</li> <li>Do the same steps for the <strong>Read</strong> Permissions also.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/how-to-create-tab-permissions-in-infowise-for-office-365.png" alt="" /> <p style="text-align: center;">infowise ultimate create tabs for office 365 <div class="wp-block-image"> <figure class="aligncenter"> <figcaption><span style="font-size: 1rem;"><strong>Step 8:</strong> Hide</span><strong style="font-size: 1rem;"> Trainer and fee details</strong><span style="font-size: 1rem;"> tab.</span></figcaption> </figure> </div> &nbsp; <ul> <li>Go to Tab Permissions, adding permissions follow the steps.</li> <li>Permissions level: Write</li> <li>Apply in Forms:&nbsp; New Item</li> <li>For Users\Groups:<strong> user1</strong>(Enter username here).</li> <li>Click on&nbsp;<strong>Add&nbsp;</strong>Button.</li> <li>Do the same steps for the&nbsp;<strong>Read</strong>&nbsp;Permissions also as shown below.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-tabs-permissions-office-365-1.png" alt="" /> <p style="text-align: center;">infowise ultimate collapsible tabs for office 365 <strong style="font-size: 1rem;">Step 9:</strong><span style="font-size: 1rem;"> Now go to to your list click on new Item, check the tabs </span><strong style="font-size: 1rem;">Trainer and Fee Details</strong><span style="font-size: 1rem;"> tab will be </span>hidden. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/ccreate-tab-and-tabs-permissions-in-Infowise-for-office-365.png" alt="" /> <p style="text-align: center;">create tab and tabs permissions in Infowise for office 365 <div class="wp-block-image"> <h2 class="aligncenter"><span id="Conclusion"><span style="font-size: 2rem;">Conclusion:</span></span></h2> </div> &nbsp; In this article, we learn about how to create the tabs and hiding the tabs based on permission using Infowise Ultimate forms for office 365 in SharePoint online. In the next article, we will learn how to create the &ldquo;collapsible tab&rdquo; and &ldquo;All Columns&rdquo; tabs using Infowise Ultimate Forms. </div>https://www.infowisesolutions.com/blog/create-tabs-with-tab-permission-using-infowise-ultimate-forms-in-sharepoint-online-office-365Bijay KumarWednesday, October 24, 2018https://www.infowisesolutions.com/blog/create-tabs-with-tab-permission-using-infowise-ultimate-forms-in-sharepoint-online-office-365New Action Type: Manage ExchangeThe team keeps adding cool features to Ultimate Forms! The newest is a Manage Exchange Action which allows for the dynamic creation of calendar events based on conditions in your lists and libraries. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-10-24_9-08-43.png" alt="" width="700" height="525" /> The scenario that immediately springs to mind for me is follow-up status meetings for late tasks or project events. Using the Manage Exchange action, I was able to very quickly set up an auto-generated meeting to take place whenever an item went past-due. There are a few interesting features in this action. First of all, it is possible to have events sent from someone other than the action&rsquo;s creator &ndash; there&rsquo;s a &ldquo;User&rdquo; field which can be populated by the email address of the desired &lsquo;sender.&rdquo; Be advised, though, that this can only be done at the site collection admin level, so as to prevent people setting up events in others&rsquo; names willy-nilly. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-10-24_9-15-04.png" alt="" width="700" height="404" /> Title and body of the outgoing message have the typical functionality of adding dynamic information via the usual &ldquo;builder.&rdquo; Location and times are also builder enabled. If you&rsquo;ve got all your meeting rooms in Exchange, you can also pull directly from there &ndash; or, just enter the information manually. One thing that I found a little tricky &ndash; when you&rsquo;re entering recipients, you have a field for &ldquo;required&rdquo; and a field for &ldquo;optional.&rdquo; Both have to entry areas &ndash; in the first, you can enter names, email addresses, SharePoint or Exchange groups; in the second, you can pick from your source&rsquo;s data fields. Unfortunately, this is either/or &ndash; you can&rsquo;t have both, and you can&rsquo;t add more than one name. If you have additional people to add, you&rsquo;ll need to put them in the &ldquo;optional&rdquo; area. A work-around to this is to make sure all your recipients belong to a specific SharePoint or Exchange group. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-10-24_9-16-29.png" alt="" width="700" height="219" /> Even with this caveat, I&rsquo;m sure you can see how useful this new feature is. Keep it up, guys! For more information, check out th etutorial at&nbsp;<a href="https://www.infowisesolutions.com/training/article.aspx?ID=130">https://www.infowisesolutions.com/training/article.aspx?ID=130</a>https://www.infowisesolutions.com/blog/new-action-typeiwcol-manage-exchangePhil GoldWednesday, October 24, 2018https://www.infowisesolutions.com/blog/new-action-typeiwcol-manage-exchangeSharePoint for Enhanced Healthcare Solutions<h2><br />What is SharePoint, How Infowise Ultimate Forms relates to SharePoint?</h2> &nbsp; SharePoint is a web-based collaborative platform that integrates with Microsoft Office. SharePoint is primarily a document management and storage system, but the product is highly configurable, and its usage varies substantially among organizations. It syncs up PCs and mobile devices through its back-end system and allows employees within the business to share information in synchronicity and spontaneity. SharePoint is a powerful enterprise content management platform that provides multiple solutions for information management. Such problems include data loss, time-consuming redundant processes, poor communication, low accountability, quality issues and inconsistency in overall performance. SharePoint is not an innovative solution to the mentioned problems; however, it employs an advanced approach. It works to enhance the efficacy of daily activities and to optimize the usage of resources for better decision making. The authors Althagafi &amp; Daghistani (2017) have substantiated the positive impact of SharePoint in healthcare institutions. Infowise contribution to the SharePoint users' community is well-known through its flagship product [Infowise ULTIMATEforms], a robust solution that is designed to empower users with little or no coding experience. Infowise ULTIMATEforms Premium Suite runs on SharePoint, through which you can create business processes solutions. The following content will provide you with the functionalities of SharePoint that enhances the performance of healthcare institutions.&nbsp; &nbsp; <ol> <li> <h2>Collaboration</h2> </li> </ol> SharePoint offers a web-based platform on which the users could share documents with other users.&nbsp; Users could also have personal storage space with share permission function. Access to the different items of SharePoint can be granted to specific users as well as to groups of users.&nbsp; Such added access permission controls to projects/documents enhance workflows and approvals processes. <ol start="2"> <li> <h2>Regulation &ndash; HIPAA</h2> </li> </ol> Getting an information management solution to be fully compliant with the HIPAA regulations cannot be achieved to the tee. However, SharePoint has incorporated a few mechanisms to make sure of the highest degree of compliance. SharePoint has multiple permission levels for accessing Protected Health Information. Therefore, it allows only the authorized users to access, edit and share the healthcare information. It also offers different users to have access rights to individual files. For instance, a hospital billing department won&rsquo;t have access to healthcare details; however, they can access payment and insurance information. SharePoint can also restrict access as per the network location and allows only trusted networks to access PHI. However, as required by HIPAA, this content management platform provides access to PHI in emergency situations, for instance when there is a threat to an individual&rsquo;s health and security. SharePoint assigns a unique number to a user for identification and tracking purposes. It also ensures support for stronger user passwords. SharePoint also follows a two-factor authentication to provide better security. SharePoint also has a solution for PHI being accessed by unauthorized users when an authorized user has left its account signed up and has gone inactive on it. SharePoint will terminate the session after a predetermined inactivity time. SharePoint uses BitLocker to secure PHI at on disk encryption level. It also guarantees a file at file encryption level with the key that utilizes Advanced Encryption Standard with 256- bit keys. For data transfer, SharePoint ensures data encryption through SSL/TLS connections which are configured using 2048-bit keys. SharePoint provides an extensive audit trail as it allows for the record and examination of all activities about the contract such as opening, downloading, printing, and emailing.&nbsp; SharePoint maintains the integrity of the information by controlling the access to it. It prevents any unauthorized user to alter or delete PHI. SharePoint also has a preventive feature for data loss that identifies the sensitive data and impedes its leakage. <ol start="3"> <li> <h2>Security</h2> </li> </ol> Microsoft has ensured that many of SharePoint's features meet HIPAA regulations requirements. However, further protection becomes a duty of the users, and they have to abide by the HIPAA rules and make sure that&nbsp; SharePoint is accordingly configured. Businesses using this platform should set permissions and access controls for different departments and roles. Lastly, training users is of paramount importance for the efficient and secure use of the platform. Along with technical knowledge, users must learn about the restrictions imposed by HIPAA. <ol start="4"> <li> <h2>Process Optimization</h2> </li> </ol> SharePoint also provides you with the business&rsquo; data through which you can decipher trend and patterns. Such intelligence allows the firms to make better business decisions based on the provided information. SharePoint produces trend charts and performance data over time for managers to share with teams across the platform. Several business processes could be made efficient through automation. SharePoint offers some form of automation which could be further customized by user's own IT department. However, those measures had limitations because they mandated the SharePoint developers to connect and integrate the processes. SharePoint Online is a helpful tool for non-technical business users in building their automated processes and workflows. The integration of Microsoft Flow with SharePoint offers proper and in-depth automation. Healthcare institutions can structure workflow that, for instance, notifies the staff when there are changes in the on-call schedules or when there are some changes in their SOPs. <ol start="5"> <li> <h2>Patient Management</h2> </li> </ol> SharePoint can enhance the performance of the healthcare institution through efficient patient management. SharePoint enables a single point of entry for hospitals and staff to access patients&rsquo; information. Through SharePoint, healthcare institutions could develop a library of patient records by uploading images, e-billing records, e-medical records, and e-prescriptions. It could also structure workflows to monitor patients and then creating their discharge reports. Patient portals could be designed through SharePoint so they can access healthcare information and communicate with the preferred physician. There could also be a physician portal through which the physicians can access patient information and view the diagnosis they have had in the past. The most important feature of SharePoint is document management, and it is through this feature that healthcare institutions can enhance their patient management as most of the times it is marred by improper records. *** At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation. Click to <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Download Infowise Ultimate Forms</a> 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Alternatively, to start with a ready template, click <a title="Free Business Solutions " href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">here</a> and download a ready-to-use business process template from our vast solutions library, go ahead re-purpose, resue to service your needs. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/sharepoint-for-enhanced-healthcare-solutionsAmir ShingrayTuesday, October 23, 2018https://www.infowisesolutions.com/blog/sharepoint-for-enhanced-healthcare-solutionsAmazon – An Exemplary Case of Successful Business Process Modeling [BPM] Business process modeling sets up the foundation for an enterprise wide digital transformation and facilitates the leap to digitalization. In our on-going series of blogs on business process modeling, we have touched upon the various concepts, methodologies, and approaches to business process modeling. Next up, we will seek insights from some global examples, of enterprises which took to incorporating business process modeling in their operational fabric and are now reaping the benefits of BPM, and of digital transformation in the broader scope, in full swing. For the first case study on successful business process modeling, we have picked Amazon &ndash; the world&rsquo;s leading ecommerce retail store. <em><strong>&nbsp;How&rsquo;s Amazon faring so well in business?</strong></em> Whether you are looking for a secondhand copy of a rare book or a present for your newly born niece, the chances are high that you will find them on Amazon! What&rsquo;s even more important is your brain automatically considering Amazon as your hunting grounds. That is all you need to know to understand the impact of Amazon on business to consumer or B2C selling! Its success means that now Amazon has branches all over the world and rules the roost as the largest e-retailer. Last year, it earned <u><a href="https://www.chainstoreage.com/news/report-online-retail-sales-hit-0-billion-01/">$440 billion</a></u> of revenue, which is almost twice as much as it bagged in 2015. So, what do you think is responsible for Amazon&rsquo;s success? Is it variety &ndash; as in the variety of products that it offers? Does it have to do with the huge number of branches the retail store has? No, it is all about its innovation! Using the cloud and big data at its disposal, Amazon has reimagined processes to create its own business model. It has streamlined its business processes, going so far as to automate certain parts of it! In this new paradigm, Amazon&rsquo;s executives understand the need to keep on adapting to the needs of Amazon&rsquo;s customers. Gartner research reported something similar, i.e. <u><a href="https://www.gartner.com/smarterwithgartner/customer-experience-battlefield/">almost</a><a href="https://www.gartner.com/smarterwithgartner/customer-experience-battlefield/"> 90 percent</a></u> of companies improve customer experience to stand against their competitors. Amazon is one such company, and yet it has achieved something that few others have. <h2>Key Takeaways from Amazon&rsquo;s Story of BPM</h2> Let us look at the measures that this retail giant has taken for its name to have become synonymous with online shopping! <ul> <li><strong>Customer-Centricity&nbsp;</strong></li> </ul> One thing that has always made Amazon&rsquo;s CEO stand apart from the rest of the leaders and innovators is his approach to business. According to him, a customer-focused approach remains one of the three tenets that Amazon was built upon. Instead of focusing on their competitors, Amazon focuses on their customers and their needs. If the reverse had been true, the company would be waiting for its competitors to take a step and only retaliate later. A customer-centric approach lets them guide the narrative! Being <u><a href="https://www.geekwire.com/2013/interview-jeff-bezos-explains-amazon-focus-competitors/">customer-focused</a></u> means they can be the pioneers. <ul> <li><strong>Be Accurate</strong></li> </ul> Delivering on your promise to your customers is crucial for the success of any business. When Amazon publicly committed to make delivery faster, more reliable and more accurate, they went ahead and made this come true! That was yet another reason they stood apart from their competitors &ndash; and continue to do so. While other companies worked on delivering this feature, Amazon developed and provided it. Then it turned its focus on the <u><a href="https://www.washingtonpost.com/news/the-switch/wp/2015/02/03/what-amazons-learned-from-a-decade-of-prime/?noredirect=on&amp;utm_term=.e44318b3e23c">creation of Amazon Prime</a></u>. That meant the best delivery service in the market just got a whole lot better! <ul> <li><strong>Automated Marketing</strong></li> </ul> With Amazon using automation for marketing, there is no wonder that its customers can&rsquo;t seem to stop buying from it! When you purchase something on Amazon, it begins <u><a href="https://www.popsci.com/amazon-view-history-improve-recommendations">suggesting items</a></u> based on what you just bought. Moreover, the suggestions show up on the main page, which is why they are so hard to miss. By automating its marketing, Amazon hasn&rsquo;t just made the process smoother. It has also made it much more personalized for individual customers! <ul> <li><strong>Inventing what&rsquo;s Not Available</strong></li> </ul> <u><a href="https://www.bigcommerce.com/blog/amazon-timeline-infographic/">Twenty years</a></u> of Amazon have changed the online marketplace forever. What&rsquo;s more is that it is showing no signs of stopping. It has just launched Amazon Fresh, which offers fresh groceries as its name suggests! Besides that, there is Amazon Restaurants, which is providing food delivery services. Both facilities are limited to the UK at the moment, but it is safe to say that is going to change soon. Where is this innovation stemming from? An innovative way of thinking. Instead of basing every product on the company&rsquo;s core competencies, Amazon views their customers&rsquo; needs and then develops the skills, tools, and generates resources to fulfill them!&nbsp; Today, Amazon has come far from where it had once started. It is now the first choice for e-commerce for customers from around the world. However, besides that you will also discover that this titan dabbles in logistics, data storage, and payments. We are all likely to end up using Amazon, regardless of why i.e. for online shopping or selling. Amazon Prime costs its members $99-a-year and now serves <u><a href="https://www.businessinsider.com/amazon-prime-subscribers-total-prime-day-chart-2017-7">85 million subscribers</a></u> just in the US. That means when you label Amazon as just an e-commerce company, you are doing it a disservice! And indeed, there is a lot that enterprises, regardless of their size or industries, can learn from Amazon&rsquo;s continuing success. &nbsp; <h2>&nbsp;</h2> <h2>Infowise</h2> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp; &nbsp;https://www.infowisesolutions.com/blog/amazon-%E2%80%93-an-exemplary-case-of-successful-business-process-modeling-[bpm]-------Amir ShingraySaturday, October 20, 2018https://www.infowisesolutions.com/blog/amazon-%E2%80%93-an-exemplary-case-of-successful-business-process-modeling-[bpm]-------Business Process Management [BPM] – What is it and why is it importantIn the global business industry&rsquo;s leap towards digital, a lot of processes and functions that were merely considered a matter of choice have become a prime requisite for enterprises of all sizes and from all industries. As automation started taking a toll, certain processes became part and parcel of core operational management. Likewise, in the constant pursuit of improvement and optimization of operations, business process management has become an on-going function to streamline and leverage an enterprise&rsquo;s digital transformation initiatives. Continuing with our series of blogs on business process modeling (BPM), next up, we will seek to develop a theoretical understanding of business process management and how it contributes to business process improvement, and ultimately, the digital transformation in the broader scope. So, let&rsquo;s delve into the basics first. <h2>Business Process Management &ndash; understanding the concept</h2> <u><a href="https://www.techopedia.com/definition/13760/business-process-management-bpm">Techopedia</a></u> defines Business Process Management as: <p style="text-align: center;"><em>Business process management (BPM) is a concept that focuses on aligning all organizational elements to improve operational performance. The BPM strategy is categorized with holistic management approaches which are used to develop better business efficiency, while channeling organizations toward more creative, flexible and technologically-integrated systems.</em> In the simplest connotations, business process management is about tracking, monitoring and optimizing business tasks, functions, and procedures and bringing about constant improvements. In addition to that, it also makes it convenient for enterprises to identify redundancies from processes and elevate them to deliver to a higher level of performance and efficiency. Moreover, it allows enterprises to respond quickly to changes and provides solutions to the challenges facing businesses in their routine operations. While business process management (BPM) is often perceived as similar to business process improvement (BMI) and business process reengineering (BMR), what differentiates it from the latter is that it is an on-going process of re-evaluation, improvement, and optimization rather than a one-time, one-off task. &nbsp; <h2>Business Process Management and the Digital Transformation of an Enterprise</h2> <ul> <li><strong>Streamlined Operations</strong></li> </ul> The whole premise of business process management revolves around streamlining processes and elevating them to deliver optimum performance and efficiency. Business process management runs a thorough check and inspection of everyday business processes and tests them on the parameters of performance, efficiency, and profitability. This thorough analysis helps enterprises in identifying areas that can be scaled and optimized, and bring about constant improvement. <ul> <li><strong>Optimum Productivity </strong></li> </ul> In the process of eliminating redundancies, business process management aligns processes and operations for optimum productivity. Not just that, it also maximizes profitability by eliminating slam dunk costs, resource wastage and loss from business processes, thereby delivering value in pursuit of an enterprise&rsquo;s strategic goals and objectives. <ul> <li><strong>Increased Agility </strong></li> </ul> Change never comes easy and has certain opportunity costs attached. This is particularly true, even more so, in the context of an enterprise&rsquo;s digital transformation initiatives. Business process management paves the way for more agility in the organizational fabric, thereby allowing strategic changes in tasks and processes, without any disruption and ensuring a seamless transition. <ul> <li><strong>Quantification</strong></li> </ul> Since business process management is driven by the core objective of measuring and evaluating efficiency, it quantifies all of the tasks, procedures, and operations. This keeps intangible factors such as quality and efficiency of a process in check, improves them over time, and identifies potential areas for optimization and improvements. <ul> <li><strong>Better Risk and Crisis Management </strong></li> </ul> To err is human, but to mitigate and prevent &ndash; that&rsquo;s what BPM does when it comes to risk mitigation and crisis control. Risks are inevitable. No matter how efficient and fool-proof is your monitoring and control, there is always a chance of an error that may wreak havoc and disrupt the course of operations. &nbsp; &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/business-process-management-[bpm]-%E2%80%93-what-is-it-and-why-is-it-importantAmir ShingrayThursday, October 18, 2018https://www.infowisesolutions.com/blog/business-process-management-[bpm]-%E2%80%93-what-is-it-and-why-is-it-importantCreating SharePoint [HelpDesk] Using Infowise Ultimate Forms Part-2This article is the 2nd part of the&nbsp;ITSupport Ticketing System using Infowise Ultimate Forms series. Before reading this article, make sure to read&nbsp;<a href="https://www.infowisesolutions.com/blog/creating-sharepoint-helpdesk-using-infowise-ultimate-forms-part-1" target="_blank" rel="noopener">Creating SharePoint HelpDesk Using Infowise Ultimate Forms Part-1</a>. In part-1, we have completed up to the manager get the new request from an employee about the issue. we will continue in this article how the&nbsp;manager will assign an issue request to the user1 and how the user1&nbsp; update the status of the Issue. All these things we will do without using any code or workflow, full no code approach. <h2>Configuration Bussiness Logic in Infowise Ultimate Forms</h2> To configure business logic, Open <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a> designer and then click on <strong>&nbsp;&ldquo;Alerts&rdquo; </strong>which is under Configure Business Logic<strong>.</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-configuration-business-logic.png" alt="" /></strong> <p style="text-align: center;">Infowise Ultimate Forms Office 35 SharePoint Online<strong><br /></strong> Click on&nbsp;&nbsp;<strong>&ldquo;Alerts</strong>&ldquo;, In GeneralSettings, enter <strong>Title</strong>, select <strong>Site</strong> and <strong>list</strong> from the drop-down list. In Recipients section, click on green&nbsp;plus button. In&nbsp;&ldquo;<strong>To</strong>&rdquo; section add &ldquo;<strong>Created By</strong>&rdquo; column and &ldquo;<strong>CC</strong>&rdquo; add&nbsp; &ldquo;<strong>Issue Assigned UserName</strong>&rdquo; from the&nbsp; Recipient Picker and click on the<strong> Add</strong> button as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-alertforuser.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms Office 35 SharePoint Online Next coming to &rdquo;&nbsp;<strong>What to send</strong> &rdquo; section, here go to Condition, select <strong>Issue Status</strong> is equal to <strong>In&nbsp;progress.</strong>&nbsp;When issue status is equal to <strong>In Progress</strong>, the mail will go to Employee and User1. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-what-to-send.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms Office 35 SharePoint Online Next goto the Mail Template, Click on &ldquo;<strong>Add or update mail template</strong>&ldquo;,&nbsp; it will open a Template dialog box, here enter Name of the <strong>template</strong>, <strong>Subject</strong>, and <strong>Body</strong> as shown below and click on <strong>Ok</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-in.png" alt="" /> <p style="text-align: center;">infowise SharePoint online Follow the same steps for rest of the things &ldquo;<strong>Resolved&rdquo;</strong> and &ldquo;<strong>Closed&rdquo;</strong> of Issue Status. But you have to change in <strong>Recipient mail, </strong>for &ldquo;<strong>CC</strong>&rdquo;&nbsp; Section, add &ldquo;<strong>Manager</strong>&rdquo; from the <strong>Recipient&nbsp;Picker</strong>. <h2>Manager assigned Issue to User:</h2> When the manager clicks on &ldquo;<strong>Edit item&rdquo; </strong>link<strong>,&nbsp;</strong>&nbsp;it will open the design layout &ldquo;ITSUPPORTTICKETS&rdquo; tab, see the below screenshot &ldquo;<strong>Manager</strong>&rdquo; column is in <strong>Read</strong> mode, &ldquo;<strong>Issue Assigned UserName</strong>&rdquo; and &ldquo;<strong>Issue Status</strong>&rdquo; is in<strong> Write</strong> mode for the manager. Now, the manager will&nbsp;be assigned the issue&nbsp;to &ldquo;<strong>User1&Prime;</strong>, change the status to &ldquo;<strong>In Progress&rdquo;&nbsp;&nbsp;</strong>and click on<strong> Save</strong> button. When the&nbsp;manager will click on save button then the issue is assigned to user1 and employee also get the mail. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-m.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms Office 35 SharePoint Online Now the item is updated in list and status is changed as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-1.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms <h2><strong>User1 Update the status of the issue</strong></h2> The <strong>user1</strong> will get the mail,&nbsp; when the user clicks on the&nbsp;<strong>Edit item</strong>&nbsp;link in the mail, it will open the design layout&nbsp;&ldquo;ITSUPPORTTICKETS&rdquo; tab as shown below. If you have seen below screenshot,<strong> Manager</strong> and I<strong>ssue Assigned UserName</strong> columns are in &rdquo;&nbsp;<strong>Read</strong>&rdquo; mode for user1. Now the user will update &ldquo;<strong>Issue Status</strong>&rdquo;&nbsp; to <strong>Resolved</strong> and click on <strong>Save&nbsp;</strong>button. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-user.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms When the user1 update the status both employee and manager will get the mail about the issue status. for example, see below the screen for the employee. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-1.png" alt="" /> <p style="text-align: center;">infowise ultimate forms Now, Employee click on &ldquo;<strong>Outlook</strong>&rdquo; link,&nbsp;will get the details of the issue as shown below. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-uom.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms SharePoint online &rdquo; <strong>Issue status</strong>&rdquo; is changed to &ldquo;<strong>Resolved</strong>&rdquo; in the list as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-.png" alt="" /> <p style="text-align: center;">Infowise Ultimate Forms If the user1 will change &ldquo;<strong>Issue Status</strong>&rdquo; to &ldquo;<strong>closed</strong>&ldquo;,&nbsp;the employee and manager will get the mail about the Issue is &ldquo;<strong>closed</strong>&ldquo;. <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;"> <div align="center"> <div style="width: 420px;">&nbsp;</div> </div> </div> Now the &ldquo;<strong>Issue status</strong>&rdquo; is changed to &ldquo;<strong>Closed</strong>&rdquo; in the list as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-.png" /> <p style="text-align: center;">Infowise Ultimate Forms <h2><strong>Conclusion</strong></h2> Infowise Ultimate Forms used to create forms and workflows in SharePoint On-prim/ Online. Using InfoPath&nbsp; Ultimate forms we can add permissions to the columns, create the&nbsp;individual tabs and add permissions to the tabs without using any single line of code. In&nbsp;the next articles, we will see how to create tabs and add permissions to them. You can sign up a <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">30-day trial of Infowise Ultimate Forms</a> and try out the features.https://www.infowisesolutions.com/blog/creating-sharepoint-[helpdesk]-using-infowise-ultimate-forms-part-2Bijay KumarMonday, October 15, 2018https://www.infowisesolutions.com/blog/creating-sharepoint-[helpdesk]-using-infowise-ultimate-forms-part-2Business Process Modeling [BPM] – Tools and Techniques <h2>Business Process Modeling &ndash; Tools and Techniques</h2> Continuing with our series of blogs on business process management, we have touched upon the core aspects of business process modeling including a layman overview, an advanced perspective of the concept, business process integration, and business process re-engineering. Next up, we&rsquo;ll understand the fundamental tools and techniques of business process management in this blog. But before we dig into the techniques, let&rsquo;s have a look back at the definition first. <u><a href="https://www.techopedia.com/definition/28016/business-process-modeling-bpm">Techopedia</a></u> defines business process modeling as: <em>A business process model is often presented as a simple visual. Items like flowcharts, Gantt charts or PERT diagrams are used to provide a visual model. These models serve to analyze workflow and other aspects of a business process anywhere in the broader context of a comprehensive business model.</em> In simple words, business process modeling is the visual representation of a business operation, entailing all of the tasks, terminals, elements, and visuals in a well-defined sequential manner. Since a process model is represented in the form of a graphical illustration or diagram, it requires a set of tools and various techniques to create a process model. <strong>Business Process Modeling Tools </strong> Depending on the type of interface, most business process modeling software are based on the following BPM tools. Coding/Development Coding or programming development is probably one of the oldest and most conventional techniques of business process modeling. It involves a separate code for each individual task written manually by a programmer to create and represent a workflow. Manual coding of tasks makes it a tedious BPM tool, and since the minutest of changes can only be made by the programmer, there is a lot of redundancy involved in the process. &nbsp; Data Entry The redundancies present in the manual coding of BPM created the need for more advanced and automated BPM tools. Hence came BPM software with a data entry based interface, where individuals would only need input required data and generate their process models. Activity Visualization This interface allows users to create activities and events, and integrate them into the model as part of the workflow. This offers a lot of flexibility to the user, as in, they can pause the flow at a specified interval and decide what happens what happens before or after a particular event or activity. Procedure Visualization As the name implies, it is a simplified representation of a business process, queued in a sequential series of steps, as in step 1, step 2, step 3. The process is represented in a stringent business context, without clouding the model with unnecessary considerations.&nbsp; &nbsp; <strong>Business Process Modeling Techniques </strong> Since the process model for each business procedure is tailor-made, there&rsquo;s no one fixed way to go about creating a business process model. In fact, there are approximately around <u><a href="https://kissflow.com/bpm/business-process-modeling/">12-15 techniques</a></u> commonly used for business process modeling. Some of them include: <ul> <li>UPN &ndash; Universal Process Notation</li> </ul> A simplified approach to describing process flows using visual diagrams; as the name implies, this technique is highly flexible and can be used for most business process models. <ul> <li>BPMN &ndash; Business Process Modeling Notation</li> </ul> This technique was designed to cover this wide range of usage and allows modeling of end-to-end business processes. An <u><a href="https://en.wikipedia.org/wiki/Business_Process_Model_and_Notation">end-to-end BMPN model</a></u> constitutes three sub-models: <ul> <li>Private (internal) business processes,</li> <li>Abstract (public) processes, and</li> <li>Collaboration (global) processes</li> <li><u><a href="http://www.idef.com/idefo-function_modeling_method/">IDEF</a></u> &ndash; Integrated Definition for Function Modeling</li> </ul> A method designed to model the decisions, actions, and activities of an organization or system; it is particularly more useful in outlining the scope of analysis, and enhances domain expert involvement and consensus decision-making through simplified graphical devices <ul> <li>PERT Diagrams</li> </ul> A <u><a href="https://en.wikipedia.org/wiki/Program_evaluation_and_review_technique">PERT</a></u> (Program Evaluation Review Technique) chart is popular project management and business process modeling tool that graphs a project's timeline by task. <ul> <li>Petri-Nets</li> </ul> A basic model of <u><a href="https://www.techfak.uni-bielefeld.de/~mchen/BioPNML/Intro/pnfaq.html">parallel and distributed systems</a></u>, constituting directed nodes or arcs connecting places and transitions <ul> <li><u><a href="https://economictimes.indiatimes.com/definition/gantt-chart">Gantt Charts</a></u></li> </ul> A useful graphical tool, mostly used in project management, which shows activities or tasks performed, in chronological order, strictly aligned against time &nbsp; *** <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/business-process-modeling-[bpm]-%E2%80%93-tools-and-techniques-Danny OhajSaturday, October 13, 2018https://www.infowisesolutions.com/blog/business-process-modeling-[bpm]-%E2%80%93-tools-and-techniques-Creating SharePoint [HelpDesk] Using Infowise Ultimate Forms Part-1&nbsp; Today in this article, I am going to explain the IT Support ticketing system using Infowise Ultimate forms. We will see how a manager can assign issues to another support team member with proper notifications. Here we will not use any code or workflow, fully no code solution using Infowise Ultimate forms.<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span> I will explain, how to Add Permissions to Columns and How to Request an Issue using&nbsp; <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise Ultimate Forms</a>. In this example, the employee sends an issue request to the manager. Manager assigned issue to the support team member and support team member will resolve it and update the status of the issue.<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span> <span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span> If you are new to Infowise Ultimate Forms, check out below useful posts:<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><a href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/">InfoPath alternatives for designing SharePoint Forms</a><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/">Team Leave Request Management Solution with Infowise Ultimate Forms</a><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1"><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/">Infowise Actions vs SharePoint workflows</a><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1"><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/">Easily Configure Email Notifications using Infowise Ultimate Forms action</a><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> </ul> <p aria-level="2">Create Support List in SharePoint Online Site<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}">&nbsp;</span> Here I have Created a list &ldquo;ITSupportTickets&rdquo; with different columns in my SharePoint Online site. Columns are:<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">Title<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="7" data-aria-level="1">Description<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="8" data-aria-level="1">Priority<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="9" data-aria-level="1">Manager<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="10" data-aria-level="1">Issue Assigned UserName<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="11" data-aria-level="1">Issue Status<span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> </ul> The list looks like below:<br /><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms.png" width="732" height="168" /> <h2><span id="Design_Form_using_Infowise_Ultimate_Forms">Design Form using Infowise Ultimate Forms</span></h2> Now we can design our form using Infowise. Next, we are going to create Design form Layout for the list using Infowise Ultimate forms Design. Go to list tab-&gt;click on Design in setting section as shown below <p style="text-align: center;"><img style="float: left;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online.png" /><br /><span id="Configure_Layout_and_Permissions"></span> <h3>&nbsp;</h3> <h3><span id="Configure_Layout_and_Permissions"><strong><br /><br /></strong></span></h3> <h3><span id="Configure_Layout_and_Permissions"><strong><br />Configure Layout and Permissions<br /></strong></span>In Infowise Ultimate Forms designer, Click on &rdquo;&nbsp;Tab and Tabs Permissions&rdquo;&nbsp;&nbsp;which is under &ldquo;Configure Layouts and Permissions&rdquo;</h3> <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-permissions.png" alt="Infowise ultimate forms" width="806" height="445" /> <p style="text-align: center;">Infowise Ultimate forms In <strong>Tabs</strong> Section, enter the Name, and Description clicks on the add button then it will add in the tabs section as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-permissions-tabname.png" width="808" height="279" /> <p style="text-align: center;">Infowise Ultimate forms permissions Next coming to &ldquo;<strong>Tab-column Association&rdquo;</strong> section, select columns from the left side &ldquo;Columns in list &rdquo; block and click arrow button it will be added in &ldquo;columns in tab&rdquo;&nbsp;section, and next click on Save button as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-tabcolumns.png" width="809" height="755" /> <h3><span id="ShowHide_Columns_Based_on_User_Permission">Show/Hide Columns Based on User Permission</span></h3> Next, go to the &ldquo;<strong>Advanced column permissions&rdquo;</strong>, Now add permissions on column based on your requirement. Follow the below screenshot how to add permissions on columns. here I have selected <strong>Issue Status</strong> column and given permission level Read-only. Next, go to &rdquo; For users/groups&rdquo;,&nbsp; add username here and click on save button. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-issuestatus-read.png" width="809" height="454" /> <br />Same way, I have added permission level is Deny(hidden) to one more column(Issue assigned UserName).&nbsp; because the column is not needed&nbsp;for the employee.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-permissions-issueassigned-hidden.png" width="804" height="452" /> &nbsp; <p style="text-align: center;">Infowise ultimate forms permissions But &ldquo;<strong>Issue assigned UserName</strong>&rdquo; column is needed for the manager to assign the issue to the user1. for the manager, I have given write permissions so it will appear to the manager otherwise it won&rsquo;t appear.&nbsp;I have added some permissions to&nbsp;columns for based on the requirement as shown below. For example, look at &ldquo;Issue status&rdquo; is in &ldquo;Read&rdquo; mode for the Lakshminarayana k, for the other two users it will be set in &ldquo;Write&rdquo; mode. because the manager and user1 needed this column. if we will not set in &ldquo;<strong>write&rdquo;</strong> mode it won&rsquo;t appear to them <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-permissions-exist-permissions.png" alt="Infowise Ultimate Forms" width="798" height="423" /> Now, u can see the below screenshot, &ldquo;Issue Status&rdquo; is in&nbsp;<strong>Read</strong> mode and &ldquo;Issue Assigned UserName&rdquo; is <strong>hidden </strong>for the employee(Lakshminarayana k)<strong>.</strong> <strong><img style="text-align: center; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-tabform.png" width="448" height="284" /></strong> <h2><span id="Configuration_Bussiness_Logic_section">Configuration Bussiness Logic section</span></h2> Now coming to configuration Bussiness logic section, go to an<strong>&nbsp;&ldquo;Actions&rdquo;</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-configuration-business-logic.png" alt="" width="804" height="343" /> <p style="text-align: center;">infowise ultimate forms &nbsp; In GeneralSettings, enter Action type, Name, and Description as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-update.png" alt="" width="808" height="314" /> <p style="text-align: center;">infowise sharepoint online &nbsp; Next, In Action Settings, select Site and List. for other things follow the below screenshot and click on save button. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-action-settings.png" alt="" width="800" height="401" /> <p style="text-align: center;">Infowise ultimate forms &nbsp; Next, go to&nbsp; <strong>&ldquo;Alerts</strong>&ldquo;, In GeneralSettings, enter Title, select Site and list from the drop-down list. In the Recipients section, click on the green&nbsp;plus button. select column &ldquo;Manager &rdquo; from the dropdown list and click on <strong>Add</strong> button as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-formsnew.png" alt="" width="798" height="537" /> <p style="text-align: center;">infowise ultimate forms &nbsp; Next coming to &rdquo;&nbsp;<strong>What to send</strong> &rdquo; section, here go to Condition, select <strong>Issue Status</strong> is equal to <strong>New.</strong>&nbsp;When issue status is equal to new, the mail will go to the manager. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-what-to-send.png" alt="" width="808" height="298" /> <p style="text-align: center;">infowise sharepoint online<br /><br /> Next coming to &ldquo;<strong>Mail Template</strong>&ldquo;, click on &ldquo;Add or update mail templates&rdquo; as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-mail-template.png" alt="" width="800" height="207" /> <p style="text-align: center;">infowise ultimate forms<br /><br /> When Click on &ldquo;<strong>Add or update mail template</strong>&ldquo;, it will open a Template dialog box, here enter Name of the template, Subject, and Body as shown below. <img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms-Issue-Request-New.png" alt="" width="1011" height="689" /> <p style="text-align: center;">infowise ultimate forms<br /><br /> <h2><span id="SharePoint_Online_SiteList"><strong>SharePoint Online Site</strong>&nbsp;List</span></h2> The employee goes to the list,&nbsp;then click on the new item it will show a design layout tab as shown below, here look at&nbsp; &ldquo;<strong>Issue Status</strong> &rdquo; is in &ldquo;<strong>Read</strong> &rdquo; mode for the employee and status is &ldquo;<strong>New</strong>&ldquo;. Now enter the details and click on save button. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-item1.png" alt="" width="538" height="333" /> <p style="text-align: center;">infowise&nbsp;ultimate forms SharePoint online <br />Now the item added to the list as shown below. In this list, look at &ldquo;Issue Assigned username&rdquo;, it is empty. if you look at the above screenshot this column is not available for the employee. It is only available for manager and user1 (another user) in this example.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-ultimate-forms.png" alt="" width="650" height="149" /> infowise&nbsp;ultimate forms SharePoint online<br /><br />Now the Manager will get mail about the new issue is requested by the employee as shown below. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/bijaykumar/infowise-sharepoint-online-manager.png" alt="" width="529" height="271" /> &nbsp; <p style="text-align: center;">infowise&nbsp;ultimate forms SharePoint online In our next article, we will discuss how the manager can assign the task to other users for the task to complete. If you have not tried yet, then download <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms 30-day trial</a>. Read&nbsp;<a href="https://www.infowisesolutions.com/blog/creating-sharepoint-helpdesk-using-infowise-ultimate-forms-part-2" target="_blank" rel="noopener">Creating SharePoint HelpDesk Using Infowise Ultimate Forms Part-2</a>. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/creating-sharepoint-[helpdesk]-using-infowise-ultimate-forms-part-1Bijay KumarThursday, October 11, 2018https://www.infowisesolutions.com/blog/creating-sharepoint-[helpdesk]-using-infowise-ultimate-forms-part-1Business Process Modeling (BPM) – An Overview In the first blog of our blog series on Business Process Management (BPM), we sought to understand a layman view of BPM, digging into the concept, and presented it in a simplified view for the non-tech geeks. In this series of blogs, we will touch upon the different aspects, approaches, and methodologies pertaining to BPM, and develop an insight into how it contributes to an enterprise&rsquo;s DT initiatives.&nbsp; Next up, in the second blog of the series, we&rsquo;ll elaborate on BPM in a more advanced perspective, and deduce some of its many significances in the strategic pursuits of an enterprise. So without further ado, let&rsquo;s get started. <h2>The Concept</h2> A <a href="https://www.researchgate.net/publication/221462256_Business_Process_Modeling_Classifications_and_Perspectives">business process is a set of logically related tasks</a> performed to achieve a well-defined business outcome. It is a row of activities creating value by transforming some inputs into more valuable outputs according to a specific business goal. Since BPM is primarily driven by a specific goal, it is a highly customized process model, designed to deliver its set objective. The process starts with identifying similar procedures for the goal and seeks to assess whether or not it is feasible to implement it on an as-is basis for the other goal. If it isn&rsquo;t deemed effective, the core objective is classified into different fragments or sub-goals with their relevant business processes. In case, if there exist no similar or matching processes for secondary or tertiary goals, then new processes are designed, either by modifying the current processes or creating them from scratch. Lastly, all of the processes for sub-goals are integrated into a set pattern, according to pre-defined business logic and rules &ndash; all aimed to achieve the ultimate business goal. This broader process, comprising of various sub-functions, tasks and procedures, a <a href="https://www.techopedia.com/definition/28016/business-process-modeling-bpm">business process model</a>. However, process modeling frameworks for particularly large and more complex goals involve some other key considerations such as: <ul> <li>Process modeling requirements</li> <li>Process modeling support</li> <li>Intricate architectural elements</li> <li>Legacy process integration</li> <li>Visualization and graphical modeling suite</li> <li>Process description language</li> <li>Formal support</li> </ul> <h2>Business Process Modeling &ndash; What&rsquo;s in it for enterprises</h2> The paradigm shift of business industry towards digitalization has made it no more a matter of choice, but a compulsion for enterprises to adhere to the principles, techniques, and approaches of BMP to scale-up, transform, and <a href="https://www.smartsheet.com/beginners-guide-business-process-modeling">optimize their operational functions</a> and strategic pursuits. While a lot of enterprises &ndash; particularly small to medium scale business, and even some large organizations &ndash; still consider Business Process Modeling as a redundant process and a dispensable expense, the truth is, BPM has made it way more convenient for enterprises to visualize, understand, design, implement, improve, and leverage their processes. In addition to that, it also provides the basis for other journey mapping processes, particularly those that are geared towards customers, clients, and stakeholders &ndash; customer journey mapping, or process mapping, for instance. And that&rsquo;s not all about it. There are a lot of advantages and benefits that make Business Process Management a win-win tool for an enterprise, in its strategic growth, development, and success. <ul> <li>Visualize processes</li> <li>Streamline operations</li> <li>Improve communication</li> <li>Achieve Optimum Performance and Efficiency</li> <li>Get a competitive advantage</li> <li>Identify errors, issues and hindrances and trouble in real time</li> <li>Minimize resource wastage and time loss</li> <li>Efficient tracking and accountability</li> <li>Minimize the time required for ideation and execution of processes</li> <li>Cut down operational costs required for the implementation of new processes</li> <li>Achieve a higher degree of agility</li> <li>Better process management and control</li> <li>Clarity of methods, tasks, operations and their end results</li> </ul> &nbsp; <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your digital transformation.</em>https://www.infowisesolutions.com/blog/business-process-modeling-(bpm)-%E2%80%93-an-overview-Amir ShingrayWednesday, October 10, 2018https://www.infowisesolutions.com/blog/business-process-modeling-(bpm)-%E2%80%93-an-overview-Business Process Integration [BPI] A Way to Bridge Business ProcessesBusiness process Integration refers to a business model wherein an acceptable business process model is defined through the specifications of events, sequence, hierarchy, logic of execution and the information pathways between systems, within the same enterprise or various interconnected enterprises. &nbsp; <h2>A Way to Bridge Business Processes</h2> It is an excellent feat within the business process integration to come up with a way to bridge the business process embedded within an application with the process of another application. The linked business processes are defined concerning the Workflows; the element of the solution is then brought regarding human actors. These BPI solutions render automation to the existing system and are also effective in managing the business processes which undergird those systems. BPI helps the enterprise in preserving their legacy systems&rsquo; investments so that they could avoid the cost of writing another code for functionality replication. &nbsp; <h2>Need for BPI</h2> Enterprises strive to synchronous their internal processes and to also bring connectivity to external processes, like supply and customer related processes. For instance, BPI could be had by linking processes of marketing, sales, and purchases with those of accounting and support. Through automation, enterprises would be readily equipped to drive new business. &nbsp; <h2>Pathway for Ensuring Effective BPI Solutions</h2> &nbsp; <h2>Process Identification &rarr; Documentation &rarr; Mapping</h2> Process identification is usually the first step that renders efficacy to BPI implementation. You can do that with putting the tools of Business Process Mapping to good use. These tools help in demonstrating typical functions by using words and visuals. Among various tools, the most popular BPM tool is process mapping software which indicates the ability of the enterprise to report their existing processes and will also tell you the processes&rsquo; efficacy. &nbsp; BPM software will also equip you with process modeling ability whereby you can see, in real-time, the repercussions of the suggested modifications to the existing processes. &nbsp; Mapping tools will assist the enterprises in automating their existing processes and incorporating them across the whole business. &nbsp; <h2>Planning Through Modelling</h2> Clients are then helped with process modeling to observe the implementation of the proposed changes to the system. The process owners will be able to see the loopholes in their processes. So, hypothetical implementation of reforms is provided so that practical solutions are achieved. &nbsp; <h2>Design, Implementation, and Management</h2> The design and subsequent execution of the BPI make the data duplication in different systems to be futile, and so enhances the business operation&rsquo;s efficiency. Business Process Integration can save enterprises both their time and money. For instance, the BPI could build a relationship between the sales and invoice systems within an enterprise. There are cases where these relationships are reciprocal, implying that a billing specialist could access sales data and the salesperson can access the billing data. &nbsp; <h2>Optimizing Interoperability between Organisations through BPI</h2> &nbsp; <a href="https://www.computer.org/csdl/proceedings/icebe/2017/1412/00/1412a109-abs.html">Business Process Integration</a> becomes crucial when corporations are seeking interoperability between multiple organizations (for instance, multinational corporations). BPI streamlines operations across a different organization through process automation and systems integration. BPI is usually achieved through models integration of organizations&rsquo; process. However, severe delicacy is involved in this model integration, and only skilled and experienced designers can achieve it especially when there is an incompatibility between the business processes of the organizations. These designers are experts in taking into consideration the collaborative scenarios in which autonomous and distribution partners are engaged. The challenging situation arises where the private processes are not compatible with each other, or they do not have support systems. Following are three types of BPIs that ensure synchronous business processes: <ol> <li><strong>Process Trigger</strong></li> </ol> Activity in a particular system will trigger a process in the Business Process Management. <ol start="2"> <li><strong>Pull</strong></li> </ol> This involves automatic transference of information from any particular system to the BPM, thereby allowing the various process users to access it. <ol start="3"> <li><strong>Push</strong></li> </ol> Push is where the data is transferred from the BPM to another system. For instance, a process is a recruitment so that the HRM system could be transferred with the selected candidate&rsquo;s information. &nbsp; &nbsp; <h2>Infowise</h2> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/business-process-integration-[bpi]-a-way-to-bridge-business-processesAmir ShingrayFriday, October 5, 2018https://www.infowisesolutions.com/blog/business-process-integration-[bpi]-a-way-to-bridge-business-processesBPR: Redefining a Measurable Era of Corporate Change <h2>BPR: Redefining a Measurable Era of Corporate Change</h2> &nbsp; Business Process Reengineering is an approach whereby existing human and automated workflows are analyzed systematically to reduce both the organizational costs and unnecessary business processes. <h2>Solving Operation and Strategic Issues</h2> Business processes are activities which are propagated across the different business units. The basic notion implied by this terminology is that issues, whether they are operational or strategic, could only be comprehended at the activity level. The inventors of BPR have proclaimed the novelty of their approach for its usability to effectuate corporate change.&nbsp; The concept of BPR was introduced as a means of rethinking and re-engineering the business processes to acquire beneficial improvements in critically measuring performances in domains of cost, speed, quality, and service. <h2>How does BPR Work</h2> BPR initiates with the central processes of the company being analyzed and then rendering them in a different order to acquire efficiency and then crushing the frequently unnecessary functional distinctions. Functional piles were a secure cove for information, for instance, and so occupied space in the scheme of things. Therefore, these piles were needed to be broken down into multiple processes and then distribute them in a more streamlined fashion. <h2>Implementation of BPR</h2> There have been numerous established corporations that have successfully implemented BPR. For instance, Kodak re-engineered its manufacturing process of a black and white film which then reduced the firm&rsquo;s new order response time in half. There was also a card company that goes by the name Hallmark. It applied BPR to its new-product process. I will present its case study in the following content. <h2>Business Process Reengineering Case Study: Hallmark &nbsp;</h2> It used to take three years for Hallmark to bring in their new product to the market. After they identified various niche markets for their products, the executives there realized that they need a new design for their product development process. They defined their preferred period for the new product to be one year, by using re-engineering. Through the re-engineering, they found out that they spent more time on planning and conceptualizing as opposed to printing and manufacturing the cards. A creative staffer would be given ample time to generate a new formulation before it got finalized. &nbsp; After picking up the inefficiency in their product cycle, a cross-functional team was created for product development, and a new line of cards was introduced in the market four months before the intended time. <h2>Business Process Reengineering Case Study: Ford</h2> Ford was famous for its &ldquo;<em>account payable process</em>&rdquo;. Its starting point was the purchasing department that sent the initial purchase order to the vendor. The very department was then required to send the copy of the purchase order to the accounts payable department. After getting the raw materials, the accounts payable department receives the invoice from the vendor which they then tally for the order made, and the materials received. After confirmation, they proceed to pay the vendor. Now here comes the human resource issue: almost 500 people were employed to execute this process. Now there were sizable companies at that time which executed the same process with only 100 employees. It was Michael Hammer that put forth the idea of process re-engineering by proposing them to eliminate the invoice. After that, the buyer would not be required to send the purchasing order&rsquo;s copy to the account payable department. In place of that, an online database would be used to log an order. The storekeeper would check the order items with that of the store. Hence, the potential of information technology was tapped into to re-engineer the payment process. Through there invoice-less payment process, Ford was able to benefit a lot! The process was done with only 125 employees after this change was implemented. Now, most often the concern is what if the re-engineering fails? Try to look for the workflow management solution whereby you can track the effects on time when you are trying to reengineer your IT infrastructure. <h2>Infowise</h2> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp; &nbsp;https://www.infowisesolutions.com/blog/bpriwcol-redefining-a-measurable-era-of-corporate-change-Amir ShingrayFriday, October 5, 2018https://www.infowisesolutions.com/blog/bpriwcol-redefining-a-measurable-era-of-corporate-change-Easily Configure Email Notifications using Infowise Ultimate Forms Actions<div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#Introduction">Introduction:</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#Send_Email_Notification_using_Infowise_Actions">Send Email Notification using Infowise Actions:</a> <ul> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#General_Settings">General Settings:</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#Advanced_Settings">Advanced Settings:</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#Action_Settings">Action Settings:</a></li> </ul> </li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#ExportImport_Infowise_Action">Export/Import Infowise Action:</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/#Conclusion">Conclusion:</a></li> </ul> </div> <h2><span id="Introduction">Introduction:</span></h2> In my previous post, I have explained the <a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" rel="noopener">advantages of using Infowise ultimate form actions compared to workflows</a>. Here we will see some examples about how easily one can use Infowise actions to send notification emails to users whenever any operations (Insert/update/delete items or any document attached to item) happened in SharePoint online document library or list, for any business requirements needs instead of creating workflows. Also read one of my post on <a href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" rel="noopener">InfoPath alternatives for designing SharePoint Forms</a>. Every organization has a requirement to send notifications whenever a user adds an item to a list or uploads a document to a document library. We might not need to create a task for a particular user. So here we can decide whether we need to create a workflow using designer or using any 3rd party popular products like Nintex workflow. You can read an article on <a href="https://www.enjoysharepoint.com/top-sharepoint-workflow-and-forms-applications-price-comparison/" rel="noopener">licensing comparison of Nintex and Other products</a>. Here I will show you how we can do these things using Infowise Ultimate Forms Actions. <h2><span id="Send_Email_Notification_using_Infowise_Actions">Send Email Notification using Infowise Actions:</span></h2> Open <a href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise Ultimate Forms app</a> from Site Contents page and then we can choose the particular list and configure the actions from &ldquo;Configure Business Logic&rdquo; section. There are four tabs available to configure the action; easily you can do in the browser itself. We will go through one by one and the importance of each setting. <figure id="attachment_915" class="wp-caption aligncenter"><img class="size-full wp-image-915" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Infowise-Ultimate-Forms-Actions.png" alt="Infowise Ultimate Forms Actions" width="751" height="295" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms Actions</figcaption> </figure> <h3><span id="General_Settings">General Settings:</span></h3> In the General settings, we can choose the Action Type, I have chosen to Send e-mail from the actions list. Then the name and description of the action. Then the Run on events section is significant; here we can set then the Action will trigger. In a workflow we can have the option of Item added, item modified or manually we can start. But here in Infowise Action, we can run an Action in Delete item, Attachment Added, Attachment Deleted and Timer-based also. Lots of business requirement you can, we need to get notified when an attachment is added or deleted. Here we will take that scenario, and we will send a notification when an attachment added which we cannot do using any workflow. So the screen will appear like below: <figure id="attachment_916" class="wp-caption aligncenter"><img class="size-full wp-image-916" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Send-email-notification-using-Infowise-Ultimate-form-actions.png" alt="Send email notification using Infowise Ultimate form actions" width="750" height="288" /> <figcaption class="wp-caption-text">Send email notification using Infowise Ultimate form actions</figcaption> </figure> <h3><span id="Advanced_Settings">Advanced Settings:</span></h3> Here lots of important options are available which we can do by just ticking on few checkboxes. We can set manual execution, can send action failure notification to people, so that they can get notified. One more important things, by ticking a checkbox we can make the action run in an impersonation mode. In workflow, you need to put all your actions inside an App Step, here just check a checkbox. Another important thing you can do is you can prevent the item from saving if the action fails. We cannot do this thing in workflow because workflow will trigger after item created. We usually need to write some js code on save action or we can use some event handlers. So it is effortless in case of Infowise actions. <figure id="attachment_917" class="wp-caption aligncenter"><img class="size-full wp-image-917" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Configure-EMail-Infowise-ultimate-forms-action.png" alt="Configure EMail Infowise ultimate forms action" width="751" height="380" /> <figcaption class="wp-caption-text">Configure EMail Infowise ultimate forms action</figcaption> </figure> <h3><span id="Action_Settings">Action Settings:</span></h3> In the action settings, we can use the lookup box to populate the fields. See here I have sent the email to the user and then have created the Subject line and body. There are lots of form fields as well as formulas available which we can use inside the email subject and body. You can see we can send the item URL link in the email simply by using the variable [List URL]. <figure id="attachment_918" class="wp-caption aligncenter"><img class="size-full wp-image-918" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Configure-Infowise-Email-Action.png" alt="Configure Infowise Email Action" width="750" height="315" /> <figcaption class="wp-caption-text">Configure Infowise Email Action</figcaption> </figure> You can add any conditions if you want but here I have not used any conditions. Once you Save the action, it will display in the Actions sections what are the actions attached to the list like below. <figure id="attachment_919" class="wp-caption aligncenter"><img class="size-full wp-image-919" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Advantages-of-using-Infowise-ultimate-form-actions.png" alt="Advantages of using Infowise ultimate form actions" width="751" height="175" /> <figcaption class="wp-caption-text">Advantages of using Infowise ultimate form actions</figcaption> </figure> Now to test whether our action is working properly or not. I added an attachment to one list item and you can see I received an email like below: <figure id="attachment_920" class="wp-caption aligncenter"><img class="size-full wp-image-920" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Step-by-step-guide-to-configure-Infowise-Send-Email-Action.png" alt="Step by step guide to configure Infowise Send Email Action" width="750" height="144" /> <figcaption class="wp-caption-text">Step by step guide to configure Infowise Send Email Action</figcaption> </figure> <h2><span id="ExportImport_Infowise_Action">Export/Import Infowise Action:</span></h2> <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;">&nbsp;</div> As a developer, we always have issues moving things from one site to another site or one site collection to another site collection. Infowise provides Export and Import option. By using Export, we can export an Action, and by using import option we can import an existing action to use it in any other list or document library. <figure id="attachment_921" class="wp-caption aligncenter"><img class="size-full wp-image-921" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/Infowise-ultimate-form-send-email-action-export-and-import.png" alt="Infowise ultimate form send email action export and import" width="751" height="172" /> <figcaption class="wp-caption-text">Infowise ultimate form send email action export and import</figcaption> </figure> <h2><span id="Conclusion">Conclusion:</span></h2> Here we have checked how easily we can send email notifications not only in Item added, edited, we can also send notifications on attachment added and attachment deleted which we cannot achieve using workflow not even using Nintex workflows or any other 3rd party workflows. In other articles, we will go through more and more advantages of using Infowise Ultimate forms and actions. You can sign up for a <a href="https://www.infowisesolutions.com/home/pricing" rel="noopener">trial of Infowise Ultimate Forms</a> now.https://www.infowisesolutions.com/blog/easily-configure-email-notifications-using-infowise-ultimate-forms-actionsBijay KumarFriday, September 28, 2018https://www.infowisesolutions.com/blog/easily-configure-email-notifications-using-infowise-ultimate-forms-actionsSet Default Values in List Columns using Infowise Ultimate Forms in SharePoint OnlineIn a business form, lots of time we required to display some default values to various list columns in SharePoint online. We can use some scripts to do that, but I will show here how easily we can create and manage things in Infowise Ultimate Forms. In the previous post, we discussed, how to&nbsp;<a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a>. By using <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a> we can easily set default values to list columns. Here I have a task list and I want to set the default value of &ldquo;Assigned To&rdquo; column to the current user and Due Date to today + 5 Days. If you have not used Infowise Ultimate Forms, check out few of my posts:&nbsp;<a href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" target="_blank" rel="noopener">InfoPath alternatives for designing SharePoint Forms</a>, <a href="https://www.enjoysharepoint.com/top-sharepoint-workflow-and-forms-applications-price-comparison/" target="_blank" rel="noopener">Top SharePoint Workflow and Forms Applications Price Comparison</a>, <a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a>, <a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows</a>, <a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a>, <a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows: Copy List Item easily using Infowise Action SharePoint Online</a>, <a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a>. <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/#Configure_Set_Default_Value_in_Infowise_Ultimate_Forms">Configure Set Default Value in Infowise Ultimate Forms:</a> <ul> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/#Set_Default_Value_for_Assigned_To">Set Default Value for Assigned To:</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/#Set_Default_Value_for_Due_Date">Set Default Value for Due Date:</a></li> </ul> </li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/#Test_Rules">Test Rules:</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/#Conclusion">Conclusion:</a></li> </ul> </div> <h2><span id="Configure_Set_Default_Value_in_Infowise_Ultimate_Forms">Configure Set Default Value in Infowise Ultimate Forms:</span></h2> <h3><span id="Set_Default_Value_for_Assigned_To">Set Default Value for Assigned To:</span></h3> First thing is we can add the Infowise Ultimate Forms to SharePoint online site. Then you can see a &ldquo;Design&rdquo; option in the ribbon, on click of that it will open the &ldquo;<strong>Infowise Ultimate Forms</strong>&rdquo; Designer. <figure id="attachment_10676" class="wp-caption aligncenter"><img class="size-full wp-image-10676" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation.png" sizes="(max-width: 493px) 100vw, 493px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation.png 493w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-300x89.png 300w" alt="Infowise ultimate forms Date validation" width="493" height="147" /> <figcaption class="wp-caption-text">Infowise ultimate forms set the default value</figcaption> </figure> In the designer, you can see &ldquo;Configure Defaults and Validation&rdquo; section, there click on &ldquo;Default values and dynamic rules&rdquo;. <figure id="attachment_10699" class="wp-caption aligncenter"><img class="size-full wp-image-10699" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value.png" sizes="(max-width: 1040px) 100vw, 1040px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value.png 1040w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-300x100.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-768x255.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-1024x340.png 1024w" alt="Infowise Ultimate Forms set default value" width="751" height="249" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms set the default value</figcaption> </figure> Then in the General Settings, first choose:<br /><strong>Column</strong> -&gt; Assigned To <strong>Value</strong> -&gt; [Current User], You can add Current User from Lookup builder. And you can set when you want the value to appear, that is: <ul> <li>New item</li> <li>Edit existing item</li> </ul> The screen looks like below: <figure id="attachment_10700" class="wp-caption aligncenter"><img class="size-full wp-image-10700" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-people-picker.png" sizes="(max-width: 1019px) 100vw, 1019px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-people-picker.png 1019w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-people-picker-300x131.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-set-default-value-people-picker-768x336.png 768w" alt="Infowise Ultimate Forms set default value to people picker" width="749" height="328" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms set the default value to people picker</figcaption> </figure> Then click on Add to add the rule. Once you add the rule, you can see the rule under the &ldquo;Current rules&rdquo; section. The good thing is you can see all the rules in one section. <figure id="attachment_10701" class="wp-caption aligncenter"><img class="size-full wp-image-10701" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules.png" sizes="(max-width: 1028px) 100vw, 1028px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules.png 1028w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-300x54.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-768x137.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-1024x183.png 1024w" alt="Infowise Ultimate Forms set default value to people picker" width="749" height="134" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms set the default value to people picker</figcaption> </figure> <h3><span id="Set_Default_Value_for_Due_Date">Set Default Value for Due Date:</span></h3> Now we will see how we can set the default value for the due date column. Fill the below details in General Settings. Column: Due Date and then choose the Dynamic rule and then Value as &ldquo;$AddDate([Today]|5|0)&rdquo;, You can choose this value from the Value Picker like below: <figure id="attachment_10702" class="wp-caption aligncenter"><img class="size-full wp-image-10702" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-due-date.png" sizes="(max-width: 837px) 100vw, 837px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-due-date.png 837w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-due-date-300x182.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-rules-due-date-768x467.png 768w" alt="Infowise Ultimate Forms set default value to due date" width="750" height="456" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms set the default value to due date</figcaption> </figure> Then you can also set whether you want this to appear in New item or Edit existing item. So the rule looks like below: <figure id="attachment_10703" class="wp-caption aligncenter"><img class="size-full wp-image-10703" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-due-date.png" sizes="(max-width: 1040px) 100vw, 1040px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-due-date.png 1040w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-due-date-300x123.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-due-date-768x315.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-due-date-1024x420.png 1024w" alt="Infowise Ultimate Forms configure todays date in due date" width="750" height="308" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms configure today&rsquo;s date in due date</figcaption> </figure> Both the rules will look like below: <figure id="attachment_10704" class="wp-caption aligncenter"><img class="size-full wp-image-10704" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-in-columns.png" sizes="(max-width: 1016px) 100vw, 1016px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-in-columns.png 1016w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-in-columns-300x64.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-in-columns-768x164.png 768w" alt="Infowise Ultimate Forms configure rules" width="749" height="160" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms configure rules</figcaption> </figure> Now it is time to test both the rules. <h2><span id="Test_Rules">Test Rules:</span></h2> To test whether the rules are working or not, open the list and then try to add an item to the list. Once you open the Add new item list page, you can see: <strong>Due Date:</strong> This will be auto populate to Today&rsquo;s date + 5 days <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;">&nbsp;</div> <strong>Assigned To:</strong> This will be populated to the current username. You can check in the screenshot. <figure id="attachment_10706" class="wp-caption aligncenter"><img class="size-full wp-image-10706" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules.png" sizes="(max-width: 714px) 100vw, 714px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules.png 714w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/Infowise-Ultimate-Forms-configure-rules-300x147.png 300w" alt="Infowise Ultimate Forms configure rules" width="716" height="350" /> <figcaption class="wp-caption-text">Infowise Ultimate Forms configure rules</figcaption> </figure> <h2><span id="Conclusion">Conclusion:</span></h2> We have seen here how easily we can set default values to columns in SharePoint online list using Infowise ultimate forms. You can <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">signup for an Infowise Ultimate Forms trial</a> and check out various useful features which we can achieve without writing any code.https://www.infowisesolutions.com/blog/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-onlineBijay KumarFriday, September 28, 2018https://www.infowisesolutions.com/blog/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-onlineAction Groups – the newest Action is a powerhouseHave you ever wished you had a way to run a whole bunch of Actions all at the same time? Maybe there are multiple tasks that need to be run at the end of a project, or there&rsquo;s an escalation point in your task list that requires status updates and notifications to go out simultaneously. Up until now, you&rsquo;ve just had to run each Action individually. I&rsquo;ve had this situation myself, and it&rsquo;s been a bit of a chore, sitting with my checklist and making sure I&rsquo;ve caught every necessary step. &ldquo;If only there were a way to automate this,&rdquo; I&rsquo;d think to myself. Luckily for us, the infowizards at Infowise have been at work, and come up with the newest Action option &ndash; Action Groups. <img style="margin-left: auto; margin-right: auto; display: block;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-09-26_18-15-59.png" alt="" width="700" height="562" /> Action Groups are exactly what they sound like &ndash; groups of Actions. &nbsp;They&rsquo;re deceptive in their simplicity &ndash; they&rsquo;re amazingly easy to set up &ndash; but they&rsquo;re absolute powerhouses when it comes to functionality. In a nutshell, all you have to do is specify which Actions you want to run as part of the group. The individual Actions are still controlled by whatever conditions you&rsquo;ve set when you created them &ndash; but, instead of having to manually run them one by one, you can execute the entire batch with a single click. Just set your Action Group to run manually from a menu item, and you&rsquo;ll have an icon on your ribbon that you can use whenever and however many times you feel the need. <img style="margin-left: auto; margin-right: auto; display: block;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-09-27_8-41-38.png" alt="" width="700" height="338" /> I have to admit, I&rsquo;ve been known to miss things &hellip; so how much better is it to be able to automate tasks? Another great feature is the fact that the individual Actions can be used with multiple groups, giving you one more way to easily reuse your work. Of course, not all Actions will need to be part of a group, and that&rsquo;s not a problem, either &ndash; Actions can continue as a stand-alone as necessary. <img style="margin-left: auto; margin-right: auto; display: block;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-09-26_18-11-13.png" alt="" width="700" height="552" /> This is a feature that you'll wnat to try for yourself, but I'll be extremely surprised if you don't find it as awesome as I do. There&rsquo;s a tutorial online at <a href="https://www.infowisesolutions.com/training/article.aspx?ID=127">/training/article.aspx?ID=127</a>, as well as a slightly more in-depth Forum article at <a href="https://www.infowisesolutions.com/blog/meet-action-groups">/blog/meet-action-groups</a>.https://www.infowisesolutions.com/blog/action-groups-%E2%80%93-the-newest-action-is-a-powerhousePhil GoldThursday, September 27, 2018https://www.infowisesolutions.com/blog/action-groups-%E2%80%93-the-newest-action-is-a-powerhouseA Non-Tech Geek’s Guide to Business Process Modeling Automation, transformation, DT, optimization, process controls, workflows digitalization &ndash; these are some of the buzzwords that we all get to hear a lot in the present-age tech-driven world. While this is an everyday vocabulary for tech geeks and those involved in digital operations, a business person taking care of the non-tech aspects of a business often finds it tedious to grasp these jargons to its core. However, since the various units of business no more work as silos in the digital business world, there has emerged an inevitable need to have a sound understanding of technology, regardless of whether or not you are a part of any such process. Take, for instance, business process modeling &ndash; which is often perceived as structuralizing a business process or operation, or merely creating a blueprint of how a process is to be performed. In reality, it is a comprehensive procedure, involving a lot of tools, techniques, and methodologies. Business Process Management (BPM) is a vital component of the business process and workflow automation and in the broader scope of business process management and digital transformation. Starting off with our new series of blogs on BPM, we&rsquo;ll get to understand its concept to the core and gradually proceed to its various techniques, approaches, tools, and methodologies. <h2><em>But first, the definition&hellip;</em></h2> <a href="https://en.wikipedia.org/wiki/Business_process_modeling">Business process modeling (BPM</a>) in business process management and systems engineering is the activity of representing processes of an enterprise, so that the current process may be analyzed, improved, and automated. BPM is typically performed by business analysts, who provide expertise in the modeling discipline; by subject matter experts, who have specialized knowledge of the processes being modeled; or more commonly by a team comprising both. Alternatively, the process model can be derived directly from events' logs using process mining tools. In simple words, it is the process of mapping our routine business functions, with the aim to streamline them for optimum efficiency. It can also be described as a bunch of interlinked tasks, queued in a definite sequence, and followed systematically to create concrete models for different procedures such as communication, analysis, representation, design, decisions, and control. <h2>Business Process Modeling &ndash; what it does&nbsp;</h2> The core objective that contributed to the evolution of business process modeling is the dire need for SOPs, to keep routine procedures in check and can also be scaled to deliver to the changing needs of a business. At its core, business process modeling seeks to understand the routine operations of a business, and streamlines them through BPM tools and techniques, one process at a time. This end-to-end understanding of regular business operations performed by individual employees on a routine basis provides a good insight into the working and progress of organization as a whole. Using tools such as organizational charts, graphical illustrations, diagrams, flows, and statistical representations, Business Process Management provides ample ground for case studies, process optimization, cost analysis and developing a thorough understanding of various business functions. Not just that, it also helps identify the loops and redundancies are lurking in the current processes and helps you elevate your routine business functions to achieve a higher level of efficiency. <h2>Business Process Modelling &ndash; understanding the process</h2> The Business Process Modeling process starts with gathering information, documents, and records about a process. The model creators delve into sifting those records, reviewing them thoroughly, as well as making keen practical observations to understand the way a process is performed. Next, they create a flow, from its onset until the deliverance of results, using charts, flows, and diagrams for a 360-degree analysis and elaboration. The model as well as the modeling technique may vary from process to process, depending upon the nature and requisites of a process. The end goal, however, remains the same &ndash; to develop a comprehensive understanding, and streamline a method to deliver at its optimum.<br /><br /> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em>https://www.infowisesolutions.com/blog/a-non-tech-geek%E2%80%99s-guide-to-business-process-modeling-Amir ShingrayWednesday, September 26, 2018https://www.infowisesolutions.com/blog/a-non-tech-geek%E2%80%99s-guide-to-business-process-modeling-Infowise Actions vs SharePoint workflows-2<h2 class="graf graf--h3 graf-after--h3">Copy List Item easily using Infowise Action SharePoint Online!</h2> &nbsp; <h3 id="7397" class="graf graf--h3 graf-after--h3"><span id="Introduction">Introduction:</span></h3> <p id="11ad" class="graf graf--p graf-after--h3">In a<em class="markup--em markup--p-em">&nbsp;</em>business, organization users want to create an item by copying an existing item so that some of the fields will be auto populated and users does not need to fill from the beginning. If the business form has more fields, to create a similar item we need to fill again which is tedious, hence business users want to create an item by copying an existing item. This can be achieved by using&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="nofollow noopener" data-href="https://www.infowisesolutions.com/ultimate_forms">Infowise ultimate forms</a>&nbsp;action easily. No need to write any code or no need to create any workflows or event receivers for this to be achieved. Simply by using a few clicks we can configure the action. Even checked in Nintex, but did not get the action to copy item, through create list item action is there inside the workflow. <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/#Introduction">Introduction:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/#Configure_Infowise_Custom_Action_in_theList">Configure Infowise Custom Action in the&nbsp;List:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/#Run_Copy_ItemDocument_Action">Run Copy Item/Document Action:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/#Conclusion">Conclusion:</a></li> </ul> </div> <p id="c434" class="graf graf--p graf-after--p">In few of the previous articles it has been explained about:&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/infowise-actions-vs-sharepoint-workflows-6157ceaedef0">Infowise Actions vs SharePoint workflows</a>&nbsp;and on comparing its seen how&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/sharepoint-form-designing-options-other-infopath-27d9cb7ab591">Infowise ultimate forms is one of the best alternative to InfoPath forms</a>. Also if email notifications has to be sent in SharePoint online list without using any code, you can read:&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/easily-configure-email-notifications-using-infowise-ultimate-forms-action-7cbdee686371">How to Configure Email Notifications using Infowise Ultimate Forms action?</a> <p id="f329" class="graf graf--p graf-after--p">Here I have a SharePoint online task list which has columns like Task Name, Start Date, Due Date, Assigned To, %Complete, Description, Priority and Task Status etc. Here I have created an item like below: <figure id="b9d2" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-imageLoaded is-canvasLoaded" data-image-id="1*LU52TJn7S3UD6EnmRijuQw.png" data-width="569" data-height="439" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="b9d2" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-imageLoaded is-canvasLoaded" data-image-id="1*LU52TJn7S3UD6EnmRijuQw.png" data-width="569" data-height="439" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*LU52TJn7S3UD6EnmRijuQw.png" data-src="https://cdn-images-1.medium.com/max/1000/1*LU52TJn7S3UD6EnmRijuQw.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms&nbsp;action</figcaption> </figure> <p id="073d" class="graf graf--p graf-after--figure">Now my requirement here is to create an item by copying this existing item. <h3 id="fde2" class="graf graf--h3 graf-after--p"><span id="Configure_Infowise_Custom_Action_in_theList">Configure Infowise Custom Action in the&nbsp;List:</span></h3> <p id="d7fb" class="graf graf--p graf-after--h3">Open the list and from the ribbon click on Design to open the Infowise ultimate forms designer. <figure id="e5ad" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*FWHCjqxLPwlUizJqKEeDDA.png" data-width="459" data-height="154" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="e5ad" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*FWHCjqxLPwlUizJqKEeDDA.png" data-width="459" data-height="154" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*FWHCjqxLPwlUizJqKEeDDA.png" data-src="https://cdn-images-1.medium.com/max/1000/1*FWHCjqxLPwlUizJqKEeDDA.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms&nbsp;design</figcaption> </figure> <p id="4ebd" class="graf graf--p graf-after--figure">This will open the Infowise form designer. In the Infowise Ultimate Forms designer, in the Configure Business Logic section click on &ldquo;Actions&rdquo;. <figure id="903b" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*dd48JByFsMJt9C-LYbXJOA.png" data-width="1015" data-height="218" data-action="zoom" data-action-value="1*dd48JByFsMJt9C-LYbXJOA.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="903b" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*dd48JByFsMJt9C-LYbXJOA.png" data-width="1015" data-height="218" data-action="zoom" data-action-value="1*dd48JByFsMJt9C-LYbXJOA.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*dd48JByFsMJt9C-LYbXJOA.png" width="752" height="161" data-src="https://cdn-images-1.medium.com/max/1000/1*dd48JByFsMJt9C-LYbXJOA.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms design&nbsp;Actions</figcaption> </figure> <p id="8c9d" class="graf graf--p graf-after--figure">Now from the Add/Update action choose &ldquo;Copy item/document&rdquo; action type. Then give a name and description for the Action. Here we will uncheck all the &ldquo;Run on events&rdquo; options. Because we want to run the action manually. <figure id="8926" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"><img class="size-full wp-image-5286" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-form-action-1.png" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-form-action-1.png 1000w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-form-action-1-300x118.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-form-action-1-768x301.png 768w" alt="Infowise Ultimate forms design general&nbsp;settings" width="" height="" /></div> </figure> <p id="edb9" class="graf graf--p graf-after--figure">Then in the Advanced Settings section choose Manual execution check box, so that we can run the action manually. Infowise provides few icons for this, we can choose one from them. And also if you want to display a confirmation message before submit then check &ldquo;Confirm&rdquo; and mention the confirmation message like &ldquo;Do you want to copy the item?&rdquo;. If you do not repeat this item, then you can uncheck &ldquo;Repeatable&rdquo; option. Also you can give a custom message if the action fails and also you can trigger an email. <figure id="a031" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*vDH5pUm1Oq7b_c8wNAu_GQ.png" data-width="1010" data-height="726" data-action="zoom" data-action-value="1*vDH5pUm1Oq7b_c8wNAu_GQ.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="a031" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*vDH5pUm1Oq7b_c8wNAu_GQ.png" data-width="1010" data-height="726" data-action="zoom" data-action-value="1*vDH5pUm1Oq7b_c8wNAu_GQ.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*vDH5pUm1Oq7b_c8wNAu_GQ.png" width="751" height="539" data-src="https://cdn-images-1.medium.com/max/1000/1*vDH5pUm1Oq7b_c8wNAu_GQ.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms design advanced&nbsp;settings</figcaption> </figure> <p id="5b51" class="graf graf--p graf-after--figure">Then in the advanced settings, choose the Source, site, list and also give the condition as ID equals to [ID]. Also choose the destination site and list. Since here I am copying to the current list, I have chosen current site and current list. <p id="50e6" class="graf graf--p graf-after--p">Another good feature is you can also copy the unique permissions if any given to the list item by simply selecting the check box &ldquo;Copy permissions&rdquo;. Similarly you can also copy the attachments associated with the list item by checking the check box &ldquo;Copy attachment&rdquo;. The attachments will also get copied to the new list item. These are very handy features for business users. <figure id="aa94" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*LMKpBsOIqRa7gyE1wV76FQ.png" data-width="1014" data-height="738" data-action="zoom" data-action-value="1*LMKpBsOIqRa7gyE1wV76FQ.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="aa94" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*LMKpBsOIqRa7gyE1wV76FQ.png" data-width="1014" data-height="738" data-action="zoom" data-action-value="1*LMKpBsOIqRa7gyE1wV76FQ.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*LMKpBsOIqRa7gyE1wV76FQ.png" width="750" height="545" data-src="https://cdn-images-1.medium.com/max/1000/1*LMKpBsOIqRa7gyE1wV76FQ.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms design action&nbsp;settings</figcaption> </figure> <h3 id="b480" class="graf graf--h3 graf-after--figure"><span id="Run_Copy_ItemDocument_Action">Run Copy Item/Document Action:</span></h3> <p id="697b" class="graf graf--p graf-after--h3">Once we save the action, it is time to run the action. Go back to the list and then select a particular item which you want to copy and create a new item. And then from the Ribbon click on Run Actions like below: <figure id="4350" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*qfiwxb6GgbEwO1DcVCcLwg.png" data-width="1142" data-height="476" data-action="zoom" data-action-value="1*qfiwxb6GgbEwO1DcVCcLwg.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="4350" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*qfiwxb6GgbEwO1DcVCcLwg.png" data-width="1142" data-height="476" data-action="zoom" data-action-value="1*qfiwxb6GgbEwO1DcVCcLwg.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*qfiwxb6GgbEwO1DcVCcLwg.png" width="750" height="312" data-src="https://cdn-images-1.medium.com/max/1000/1*qfiwxb6GgbEwO1DcVCcLwg.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms run&nbsp;action</figcaption> </figure> <p id="cbb6" class="graf graf--p graf-after--figure">It will display all the actions are there for the list. Select the particular action, here Copy Item/document 1. Once you select the action, it will display the Confirmation message whatever we have given while configuring the action like &ldquo;Do you want to copy this item?&rdquo; like below: <figure id="8b57" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*QQJZcoWrWpSJk6ve5ptTNA.png" data-width="735" data-height="396" data-action="zoom" data-action-value="1*QQJZcoWrWpSJk6ve5ptTNA.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="8b57" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*QQJZcoWrWpSJk6ve5ptTNA.png" data-width="735" data-height="396" data-action="zoom" data-action-value="1*QQJZcoWrWpSJk6ve5ptTNA.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*QQJZcoWrWpSJk6ve5ptTNA.png" width="735" height="396" data-src="https://cdn-images-1.medium.com/max/1000/1*QQJZcoWrWpSJk6ve5ptTNA.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms run action confirmation dialog&nbsp;box</figcaption> </figure> <p id="27dd" class="graf graf--p graf-after--figure">Once the item copied successfully, it will display a successful message like below: <figure id="daac" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*Ttjx2fd8Zfkhm0NFzbev8Q.png" data-width="735" data-height="211" data-action="zoom" data-action-value="1*Ttjx2fd8Zfkhm0NFzbev8Q.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="daac" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*Ttjx2fd8Zfkhm0NFzbev8Q.png" data-width="735" data-height="211" data-action="zoom" data-action-value="1*Ttjx2fd8Zfkhm0NFzbev8Q.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*Ttjx2fd8Zfkhm0NFzbev8Q.png" data-src="https://cdn-images-1.medium.com/max/1000/1*Ttjx2fd8Zfkhm0NFzbev8Q.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms successful message</figcaption> </figure> <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;"> <div align="center"> <div style="width: 400px;">&nbsp;</div> </div> </div> <p id="1512" class="graf graf--p graf-after--figure">Then if you will check it has created a list item like below: <figure id="1e76" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*FQvhX4xhIgTCJSm9Tbxrtg.png" data-width="674" data-height="449" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="1e76" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*FQvhX4xhIgTCJSm9Tbxrtg.png" data-width="674" data-height="449" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*FQvhX4xhIgTCJSm9Tbxrtg.png" width="672" height="448" data-src="https://cdn-images-1.medium.com/max/1000/1*FQvhX4xhIgTCJSm9Tbxrtg.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms Copy list&nbsp;item</figcaption> </figure> <h3 id="6d49" class="graf graf--h3 graf-after--figure"><span id="Conclusion">Conclusion:</span></h3> <p id="5eaf" class="graf graf--p graf-after--h3 graf--trailing">Here we have seen how easily we can copy list item from one item without using a single line of code. There are other third party tools like Nintex where you can copy a document but by using <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise ultimate form</a> action we can copy list items also.https://www.infowisesolutions.com/blog/infowise-actions-vs-sharepoint-workflows-2Bijay KumarWednesday, September 26, 2018https://www.infowisesolutions.com/blog/infowise-actions-vs-sharepoint-workflows-2Infowise Actions Vs SharePoint Workflow<p id="bec8" class="graf graf--p graf-after--h3">In an enterprise who has adopted SharePoint whether on premise or online, they need to create lot of sites for various departments. Any large enterprise has various divisions or departments like HR, Finance, IT, development, support etc. Each department requires sites or sub sites for different business process. HR department may need to create sub sites for HR-UK, HR-USA, HR-Canada, and HR-India like this. HR-India may need another level of sub sites for HR-India-Bangalore, HR-India-Delhi or HR-India-Chennai etc. There are enterprises where they usually get number of requests to create sites/sub sites. There are multiple ways we can automate this site creation process. Either you can use SharePoint designer workflows or you can use any 3rd party tool like&nbsp;<strong class="markup--strong markup--p-strong">Nintex</strong>. We will see how to use&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="nofollow noopener" data-href="https://www.infowisesolutions.com/ultimate_forms">Infowise Ultimate Forms</a>&nbsp;action to create sites in SharePoint online Office 365. The same will also be applicable to SharePoint on premise versions like SharePoint 2013/2016. <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Overview_of_Infowise_Ultimate_formsactions">Overview of Infowise Ultimate forms&nbsp;actions:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Infowise_Ultimate_Forms_Create_SiteAction">Infowise Ultimate Forms Create Site&nbsp;Action:</a> <ul> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Add_Infowise_Ultimate_Forms_Action_to_RequestSharePointSite_List">Add Infowise Ultimate Forms Action to RequestSharePointSite List:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Create_Site_Action_General_Settings">Create Site Action: General Settings:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Create_Site_Action_Advanced_Settings">Create Site Action: Advanced Settings:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Create_Site_Action_ActionSettings">Create Site Action: Action&nbsp;Settings</a></li> </ul> </li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Test_Create_Site_Infowise_Ultimate_Formsaction">Test Create Site Infowise Ultimate Forms&nbsp;action:</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/#Conclusion">Conclusion:</a></li> </ul> </div> <h2 id="17e3" class="graf graf--h3 graf-after--p"><span id="Overview_of_Infowise_Ultimate_formsactions">Overview of Infowise Ultimate forms&nbsp;actions:</span></h2> <p id="5efc" class="graf graf--p graf-after--h3">Infowise ultimate form actions are no code solutions which can be configured inside the browser itself, you do not need to install anywhere else. You can check some useful articles which I have posted previously like:&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/sharepoint-form-designing-options-other-infopath-27d9cb7ab591">Infowise Ultimate forms is one the best alternative to InfoPath</a>&nbsp;and also you can check about&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/top-sharepoint-workflow-and-forms-applications-price-comparison/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/infowise-ultimate-forms-pricing-details-97336ce5355e">Infowise Ultimate forms pricing details</a>. Also I have written another useful article on&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/infowise-actions-vs-sharepoint-workflows-6157ceaedef0">Infowise actions vs SharePoint workflows</a>. Very easily we can&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/easily-configure-email-notifications-using-infowise-ultimate-forms-action-7cbdee686371">send notification emails</a>&nbsp;and&nbsp;<a class="markup--anchor markup--p-anchor" href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows-copy-list-item-easily-using-infowise-action-sharepoint-online/" target="_blank" rel="noopener" data-href="https://medium.com/@fewlines4biju/infowise-actions-vs-sharepoint-workflows-bc9dbed2fb25">copy list items</a>&nbsp;using Infowise ultimate form actions. <h2 id="713b" class="graf graf--h3 graf-after--p"><span id="Infowise_Ultimate_Forms_Create_SiteAction">Infowise Ultimate Forms Create Site&nbsp;Action:</span></h2> <p id="11c5" class="graf graf--p graf-after--h3">We can use Create site action to create a site easily without using any code neither any workflow. Let us create a list where user can add items to create sites under a sub sites. The custom SharePoint online list has two columns: Title and SiteURL. The list structure look like below: <figure id="6f9f" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*lvMtpYFx081Kx5M1pRXsqw.png" data-width="574" data-height="189" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="6f9f" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*lvMtpYFx081Kx5M1pRXsqw.png" data-width="574" data-height="189" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*lvMtpYFx081Kx5M1pRXsqw.png" width="577" height="190" data-src="https://cdn-images-1.medium.com/max/1000/1*lvMtpYFx081Kx5M1pRXsqw.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms create site&nbsp;action</figcaption> </figure> <p id="d3bd" class="graf graf--p graf-after--figure">Now the requirement is when user submit an item, it should create site with Title as Title and URL as SiteURL. <h3 id="0b39" class="graf graf--h3 graf-after--p"><span id="Add_Infowise_Ultimate_Forms_Action_to_RequestSharePointSite_List">Add Infowise Ultimate Forms Action to RequestSharePointSite List:</span></h3> <p id="ccaf" class="graf graf--p graf-after--h3">First open the list and from the Ribbon click on Design icon like below: <figure id="d1d1" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*UeWsQ32jOug-uU8GnaxXFg.png" data-width="1244" data-height="270" data-action="zoom" data-action-value="1*UeWsQ32jOug-uU8GnaxXFg.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="d1d1" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*UeWsQ32jOug-uU8GnaxXFg.png" data-width="1244" data-height="270" data-action="zoom" data-action-value="1*UeWsQ32jOug-uU8GnaxXFg.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*UeWsQ32jOug-uU8GnaxXFg.png" width="751" height="163" data-src="https://cdn-images-1.medium.com/max/1000/1*UeWsQ32jOug-uU8GnaxXFg.png" /></div> </div> <figcaption class="imageCaption">Infowise Ultimate forms create site action&nbsp;Design</figcaption> </figure> <p id="85ba" class="graf graf--p graf-after--figure">This will open the &ldquo;Infowise Ultimate Forms&rdquo; designer. In the home page, click on Actions under the &ldquo;Configure Business Logic&rdquo; section. <figure id="c7b7" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*9YswqxiDNsUs-9EABk9JUg.png" data-width="1017" data-height="220" data-action="zoom" data-action-value="1*9YswqxiDNsUs-9EABk9JUg.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="c7b7" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*9YswqxiDNsUs-9EABk9JUg.png" data-width="1017" data-height="220" data-action="zoom" data-action-value="1*9YswqxiDNsUs-9EABk9JUg.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*9YswqxiDNsUs-9EABk9JUg.png" width="750" height="162" data-src="https://cdn-images-1.medium.com/max/1000/1*9YswqxiDNsUs-9EABk9JUg.png" /></div> </div> <figcaption class="imageCaption">Configure Infowise Ultimate forms&nbsp;action</figcaption> </figure> <p id="4389" class="graf graf--p graf-after--figure">This will open the Add/Update Action page. <h3 id="391f" class="graf graf--h3 graf-after--p"><span id="Create_Site_Action_General_Settings">Create Site Action: General Settings:</span></h3> <p id="d664" class="graf graf--p graf-after--h3">In the General settings, choose the Action type as &ldquo;Create site&rdquo;. Give a Name and Description and then in the Run events check the checkbox &ldquo;<strong class="markup--strong markup--p-strong">New</strong>&rdquo;, because here we want the site is created only when user add an item. <figure id="6b72" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*8Ou8XTrrQp5BrArk7Hxmyg.png" data-width="1019" data-height="407" data-action="zoom" data-action-value="1*8Ou8XTrrQp5BrArk7Hxmyg.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="6b72" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*8Ou8XTrrQp5BrArk7Hxmyg.png" data-width="1019" data-height="407" data-action="zoom" data-action-value="1*8Ou8XTrrQp5BrArk7Hxmyg.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*8Ou8XTrrQp5BrArk7Hxmyg.png" width="749" height="299" data-src="https://cdn-images-1.medium.com/max/1000/1*8Ou8XTrrQp5BrArk7Hxmyg.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site&nbsp;action</figcaption> </figure> <h3 id="0723" class="graf graf--h3 graf-after--figure"><span id="Create_Site_Action_Advanced_Settings">Create Site Action: Advanced Settings:</span></h3> <p id="52fd" class="graf graf--p graf-after--h3">In the advanced settings, give a custom message for Failure and Send errors to an email address, then check the check box &ldquo;<strong class="markup--strong markup--p-strong">Allow execution by users with insufficient permissions</strong>&rdquo;, so that any user who does not have permission can submit an item, the site will be created successfully. This works like impersonation step. <figure id="41d8" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*F0JexkSpXzX54iVsjwcnAA.png" data-width="1010" data-height="527" data-action="zoom" data-action-value="1*F0JexkSpXzX54iVsjwcnAA.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="41d8" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*F0JexkSpXzX54iVsjwcnAA.png" data-width="1010" data-height="527" data-action="zoom" data-action-value="1*F0JexkSpXzX54iVsjwcnAA.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*F0JexkSpXzX54iVsjwcnAA.png" width="750" height="391" data-src="https://cdn-images-1.medium.com/max/1000/1*F0JexkSpXzX54iVsjwcnAA.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action advanced&nbsp;settings</figcaption> </figure> <h3 class="graf graf--h3 graf-after--figure">&nbsp;</h3> <h3 id="b3e8" class="graf graf--h3 graf-after--figure"><span id="Create_Site_Action_ActionSettings">Create Site Action: Action&nbsp;Settings</span></h3> <p id="1938" class="graf graf--p graf-after--h3">This is an important step where we need to set the site URL, description and Site URL. <p id="9b43" class="graf graf--p graf-after--p">The screen looks like below. Here set the site as Current Site and then in the Name click on the icon, which will open the Value Picker dialog box. <figure id="94b4" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*SVWZzM32rZf2gDnSHLf14A.png" data-width="1020" data-height="614" data-action="zoom" data-action-value="1*SVWZzM32rZf2gDnSHLf14A.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="94b4" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*SVWZzM32rZf2gDnSHLf14A.png" data-width="1020" data-height="614" data-action="zoom" data-action-value="1*SVWZzM32rZf2gDnSHLf14A.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*SVWZzM32rZf2gDnSHLf14A.png" width="750" height="451" data-src="https://cdn-images-1.medium.com/max/1000/1*SVWZzM32rZf2gDnSHLf14A.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action&nbsp;settings</figcaption> </figure> <p id="72ce" class="graf graf--p graf-after--figure">There select the Title column and then click on &ldquo;<strong class="markup--strong markup--p-strong">Add to value</strong>&rdquo;, then it will auto populate the Value field like below: <figure id="38aa" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*18yAPd9IyEbZnVJ5B3f3QQ.png" data-width="824" data-height="500" data-action="zoom" data-action-value="1*18yAPd9IyEbZnVJ5B3f3QQ.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="38aa" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*18yAPd9IyEbZnVJ5B3f3QQ.png" data-width="824" data-height="500" data-action="zoom" data-action-value="1*18yAPd9IyEbZnVJ5B3f3QQ.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*18yAPd9IyEbZnVJ5B3f3QQ.png" width="751" height="456" data-src="https://cdn-images-1.medium.com/max/1000/1*18yAPd9IyEbZnVJ5B3f3QQ.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action value&nbsp;picker</figcaption> </figure> <p id="3ece" class="graf graf--p graf-after--figure">Similarly do the settings for the&nbsp;<strong class="markup--strong markup--p-strong">SiteURL</strong>&nbsp;property as below: <figure id="882b" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*DVLojvibzFiQD35G2dfVaQ.png" data-width="826" data-height="496" data-action="zoom" data-action-value="1*DVLojvibzFiQD35G2dfVaQ.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="882b" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*DVLojvibzFiQD35G2dfVaQ.png" data-width="826" data-height="496" data-action="zoom" data-action-value="1*DVLojvibzFiQD35G2dfVaQ.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*DVLojvibzFiQD35G2dfVaQ.png" width="751" height="451" data-src="https://cdn-images-1.medium.com/max/1000/1*DVLojvibzFiQD35G2dfVaQ.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action value&nbsp;picker<br /><br /></figcaption> </figure> <p id="4f32" class="graf graf--p graf-after--figure">Then select the Template as &ldquo;Team site&rdquo;. The full screen will look as illustrated below:<img class="progressiveMedia-image js-progressiveMedia-image" style="font-size: 1rem;" src="https://cdn-images-1.medium.com/max/1000/1*Z2fx0gpfjweiqhdHG6FrzQ.png" width="714" height="433" data-src="https://cdn-images-1.medium.com/max/1000/1*Z2fx0gpfjweiqhdHG6FrzQ.png" /> <figure id="f5c4" class="graf graf--figure graf-after--p"> <figcaption class="imageCaption">Infowise ultimate forms create site action&nbsp;settings</figcaption> </figure> <p id="0c35" class="graf graf--p graf-after--figure">Once you&nbsp;<strong class="markup--strong markup--p-strong">Save</strong>&nbsp;the action, you can see the page as given below: <figure id="eea9" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*g3_Jh_1WUhh_UBmiKPy_KQ.png" data-width="1023" data-height="239" data-action="zoom" data-action-value="1*g3_Jh_1WUhh_UBmiKPy_KQ.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="eea9" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*g3_Jh_1WUhh_UBmiKPy_KQ.png" data-width="1023" data-height="239" data-action="zoom" data-action-value="1*g3_Jh_1WUhh_UBmiKPy_KQ.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*g3_Jh_1WUhh_UBmiKPy_KQ.png" width="751" height="175" data-src="https://cdn-images-1.medium.com/max/1000/1*g3_Jh_1WUhh_UBmiKPy_KQ.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site&nbsp;actions</figcaption> </figure> <h2 id="b8bf" class="graf graf--h3 graf-after--figure"><span id="Test_Create_Site_Infowise_Ultimate_Formsaction">Test Create Site Infowise Ultimate Forms&nbsp;action:</span></h2> <p id="2452" class="graf graf--p graf-after--h3">Once the action is ready, we can test the action if it is working as expected. Open the list for which we have added the action and then add an item as below. I have given the Title as&nbsp;<strong class="markup--strong markup--p-strong">&ldquo;My Site From Infowise Ultimate Form Actions Create Site</strong>&rdquo; and SiteURL as &ldquo;<strong class="markup--strong markup--p-strong">Infowise</strong>&rdquo;. <figure id="a8db" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="aspectRatioPlaceholder-fill">&nbsp;</div> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*O42SrFfGqNUAPiUbzFxfxw.png" data-width="631" data-height="226" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="a8db" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*O42SrFfGqNUAPiUbzFxfxw.png" data-width="631" data-height="226" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*O42SrFfGqNUAPiUbzFxfxw.png" width="631" height="226" data-src="https://cdn-images-1.medium.com/max/1000/1*O42SrFfGqNUAPiUbzFxfxw.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action to create&nbsp;site</figcaption> </figure> <p id="06d8" class="graf graf--p graf-after--figure">Once you&nbsp;<strong class="markup--strong markup--p-strong">Save</strong>&nbsp;the list item, the action will trigger in the background and if you visit the Site Contents page, you can see a site got created with the details mentioned above. <figure id="a6fc" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*B-OwW-PhuRJdFzqq2cJZWw.png" data-width="1047" data-height="162" data-action="zoom" data-action-value="1*B-OwW-PhuRJdFzqq2cJZWw.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="a6fc" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*B-OwW-PhuRJdFzqq2cJZWw.png" data-width="1047" data-height="162" data-action="zoom" data-action-value="1*B-OwW-PhuRJdFzqq2cJZWw.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*B-OwW-PhuRJdFzqq2cJZWw.png" width="753" height="116" data-src="https://cdn-images-1.medium.com/max/1000/1*B-OwW-PhuRJdFzqq2cJZWw.png" /></div> </div> <figcaption class="imageCaption">Infowise ultimate forms create site action to automate site&nbsp;creation</figcaption> </figure> <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;"> <div align="center"> <div style="width: 400px;">&nbsp;</div> </div> </div> <p id="e59f" class="graf graf--p graf-after--figure">You can click on the site to see a team site got created successfully like below: <figure id="51e1" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*yxp4WobE6GuglzvPImX2Ig.png" data-width="1484" data-height="673" data-action="zoom" data-action-value="1*yxp4WobE6GuglzvPImX2Ig.png" data-scroll="native">&nbsp;</div> </div> </figure> <figure id="51e1" class="graf graf--figure graf-after--p"> <div class="aspectRatioPlaceholder is-locked"> <div class="progressiveMedia js-progressiveMedia graf-image is-canvasLoaded is-imageLoaded" data-image-id="1*yxp4WobE6GuglzvPImX2Ig.png" data-width="1484" data-height="673" data-action="zoom" data-action-value="1*yxp4WobE6GuglzvPImX2Ig.png" data-scroll="native"><img class="progressiveMedia-image js-progressiveMedia-image" src="https://cdn-images-1.medium.com/max/1000/1*yxp4WobE6GuglzvPImX2Ig.png" width="751" height="340" data-src="https://cdn-images-1.medium.com/max/1000/1*yxp4WobE6GuglzvPImX2Ig.png" /></div> </div> <figcaption class="imageCaption">Automate site creation using Infowise ultimate forms create site&nbsp;action</figcaption> </figure> <h2 id="ec48" class="graf graf--h3 graf-after--figure"><span id="Conclusion">Conclusion:</span></h2> <p id="fb53" class="graf graf--p graf-after--h3 graf--trailing">As illustrated above we can automate creation of sites without using any code or without using any workflow, simply by using Infowise Ultimate Forms Action known as &ldquo;<strong class="markup--strong markup--p-strong">Create Site</strong>&rdquo;.&nbsp; Check out the pricing details of <a href="https://www.infowisesolutions.com/home/pricing" target="_blank" rel="noopener">Infowise Ultimate Forms for Office 365</a>.https://www.infowisesolutions.com/blog/infowise-actions-vs-sharepoint-workflowBijay KumarWednesday, September 26, 2018https://www.infowisesolutions.com/blog/infowise-actions-vs-sharepoint-workflowImplement Date Validations using Infowise Ultimate Forms in SharePoint Online List FormsIt is a very common business requirement, where we may need to validate date fields in SharePoint Lists. We can implements validations using calculated columns as well as we can use JavaScript to validate date columns in SharePoint. But recently I was trying to do this using <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a>, I will show here how we can do easily implement and maintain validations in list forms using Infowise Ultimate Forms. <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/#Configure_Validation_in_Infowise_Ultimate_Forms">Configure Validation in Infowise Ultimate Forms</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/#TestingStart_Date_Can_not_be_less_than_today">Testing:&nbsp;Start Date Can not be less than today</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/#TestingStart_Date_Can_not_be_greater_than_Due_Date">Testing:&nbsp;Start Date Can not be greater than Due Date</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/#Conclusion">Conclusion:</a></li> </ul> </div> Here I have a tasks list as &ldquo;Infowise Ultimate Form Tasks&rdquo; which has a Start Date and Due Date column which are of type Date type filed. Here we will validate two things: <ul> <li>Start Date Can not be less than today</li> <li>Start Date Can not be greater than Due Date</li> </ul> <h2><span id="Configure_Validation_in_Infowise_Ultimate_Forms">Configure Validation in Infowise Ultimate Forms</span></h2> First thing is we can add the Infowise Ultimate Forms to SharePoint online site. Then you can see a &ldquo;Design&rdquo; option in the ribbon, on click of that it will open the &ldquo;<strong>Infowise Ultimate Forms</strong>&rdquo; Designer. <img class="size-full wp-image-10676" style="display: block; margin-left: auto; margin-right: auto;" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation.png" sizes="(max-width: 493px) 100vw, 493px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation.png 493w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-300x89.png 300w" alt="Infowise ultimate forms Date validation" width="493" height="147" /> <p style="text-align: center;">Infowise ultimate forms Date validation In the designer, you can see &ldquo;Configure Defaults and Validation&rdquo; section, there click on &ldquo;Column Validation&rdquo;. <img class="size-full wp-image-10677" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-1.png" sizes="(max-width: 1009px) 100vw, 1009px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-1.png 1009w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-1-300x98.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-1-768x251.png 768w" alt="Infowise Ultimate Forms Column Validation" width="" height="" />Infowise Ultimate Forms Column Validation This will open &ldquo;Column validation: Infowise Ultimate Form Tasks&rdquo; screen where you can see all the existing validation rules as well as you can add/update new validation rules. Go to the &ldquo;Add/Update Validation Rules&rdquo; section, choose like below: <ul> <li>Column -&gt; Start Date</li> <li>Type -&gt; Column</li> <li>Operator -&gt; greater than</li> <li>Value -&gt; [Today]</li> <li>Error Message -&gt; &lt;Your custom error message&gt;</li> </ul> You can choose the Value from Value Picker like below: <img class="size-full wp-image-10682" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-add-value-picker.png" sizes="(max-width: 818px) 100vw, 818px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-add-value-picker.png 818w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-add-value-picker-300x179.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-validation-add-value-picker-768x458.png 768w" alt="Infowise Ultimate Forms Column Validation add value picker" width="" height="" />Infowise Ultimate Forms Column Validation add value picker Now the screen will look like below and there click on Add. <img class="size-full wp-image-10688" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation.png" sizes="(max-width: 1031px) 100vw, 1031px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation.png 1031w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-300x138.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-768x353.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1024x471.png 1024w" alt="Infowise Ultimate Forms configure date validation" width="" height="" />Infowise Ultimate Forms configure date validation Similarly, we will add another validation to validate Start date should not greater than Due date. In the Add/Update rule fill like below; <ul> <li>Column -&gt; Start Date</li> <li>Type -&gt; Column</li> <li>Operator -&gt; <span style="background-color: #f6d5d9;">less&nbsp;</span>than</li> <li>Value -&gt; [Due Date]</li> <li>Error Message -&gt; &lt;Your custom error message&gt;</li> </ul> The rule should look like below: <img class="size-full wp-image-10689" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1.png" sizes="(max-width: 1031px) 100vw, 1031px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1.png 1031w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1-300x138.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1-768x353.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-1-1024x471.png 1024w" alt="Infowise Ultimate Forms configure Start date and due date validation" width="750" height="345" />Infowise Ultimate Forms configure Start date and due date validation Now, you can see both the rules in the &ldquo;Existing Validation Rules&rdquo;: <img class="size-full wp-image-10690" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules.png" sizes="(max-width: 1036px) 100vw, 1036px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules.png 1036w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-300x93.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-768x238.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-1024x317.png 1024w" alt="Infowise Ultimate Forms configure Start date and due date validation" width="749" height="232" />Infowise Ultimate Forms configure Start date and due date validation Make sure to click on the &ldquo;Save&rdquo; button to save the rules. Now we can test the rules. <h2><span id="TestingStart_Date_Can_not_be_less_than_today">Testing:&nbsp;Start Date Can not be less than today</span></h2> Open the SharePoint list for which we have added the validation rules and try to add an item to the list. Here I have chosen the Start date as the day before yesterday&rsquo;s date. And when I try to add an item it will display me the error message: <img class="size-full wp-image-10691" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-testing.png" sizes="(max-width: 691px) 100vw, 691px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-testing.png 691w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-configure-date-validation-rules-testing-300x157.png 300w" alt="Infowise Ultimate Forms configure Start date and due date validation" width="699" height="366" />Infowise Ultimate Forms configure Start date and due date validation <h2><span id="TestingStart_Date_Can_not_be_greater_than_Due_Date">Testing:&nbsp;Start Date Can not be greater than Due Date</span></h2> Similarly, we can test the other scenario where wanted to check Start date should not be greater than the due date. Now I tried to give the Start date greater than Due date, and it shows me an error saying&nbsp;Start date cannot be greater than the due date. <img class="size-full wp-image-10692" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-condition-validation.png" sizes="(max-width: 696px) 100vw, 696px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-condition-validation.png 696w, https://www.enjoysharepoint.com/wp-content/uploads/2018/07/infowise-ultimate-forms-date-condition-validation-300x156.png 300w" alt="Infowise Ultimate Forms Date Field Validation" width="696" height="363" />Infowise Ultimate Forms Date Field Validation <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;"> <div align="center"> <div style="width: 400px;">&nbsp;</div> </div> </div> Another important thing is, you can see all the validation or rules at one place and add/modify or delete easily. <h2><span id="Conclusion">Conclusion:</span></h2> We had seen here how easily we can add validation rules to date fields in SharePoint online list. You can try <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a> now.https://www.infowisesolutions.com/blog/implement-date-validations-using-infowise-ultimate-forms-in-sharepoint-online-list-formsBijay KumarTuesday, September 25, 2018https://www.infowisesolutions.com/blog/implement-date-validations-using-infowise-ultimate-forms-in-sharepoint-online-list-formsInfoPath alternatives for designing SharePoint Forms<div>As a SharePoint consultants, I usually get few queries on what is the best form designing options in SharePoint on premise or SharePoint online. After Microsoft declared there will be No new version of InfoPath will come in future, lots of people are asking what are the alternative options of InfoPath?</div> <h2><span id="InfoPath_Background">InfoPath Background:</span></h2> <div>InfoPath is one of the most used forms development tool in SharePoint. By using this tool you can easily create complex electronic forms without using any code or very less code. As a developer with little knowledge you can add required validation rules, conditional formatting required in the form, you can pull data from various data sources and can show in the form easily.</div> <div>&nbsp;</div> <div>End users also can fill out the form directly in the browser without installing InfoPath in their local system. InfoPath was quite popular even if it has few well known limitations like mobile versions of the forms are not user friendly. But after Microsoft introduced that InfoPath 2013 is the latest version of InfoPath and there will not be any further release, it is necessary to look for a perfect alternative of InfoPath for form design in SharePoint. Just to let you know that InfoPath is supported in SharePoint 2016 and will be supported in SharePoint 2019 the upcoming SharePoint on premise version. According to Microsoft InfoPath form service in Office 365 is supported until further notice.</div> <h2><span id="Various_form_designing_options">Various form designing options:</span></h2> <h2><span id="Develop_forms_using_Custom_Solution_require_time_and_effort">Develop forms using Custom Solution (require time and effort):</span></h2> <div>One of the alternative is to develop custom solutions using server-side controls as a farm solution for SharePoint 2013/2016. Here you may need tools like visual studio 2015/2017. And for Office 365 SharePoint online you can use HTML, css and JavaScript object model to design forms and to save data into SharePoint. But this require time, development effort and development cost. Surly this will take more time and effort compared to InfoPath.</div> <div>&nbsp;</div> <div><img class="size-full wp-image-893" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/06/InfoPath-alternative-sharepoint.jpg" alt="InfoPath alternatives for designing SharePoint Forms" width="691" height="356" />InfoPath alternatives for designing SharePoint Forms</div> <h2><span id="Use_PowerApps_to_develop_forms">Use PowerApps to develop forms:</span></h2> <div>One of the other alternative can think of is PowerApps which is again is not a direct alternative to InfoPath.</div> <div>&nbsp;</div> <div>&nbsp;</div> <h2><span id="Use_any_3rd_Party_tool_to_develop_forms">Use any 3rd Party tool to develop forms:</span></h2> <div>The last option you can go for is to use any third party products. There are lots of 3rd party products available but as a we should choose one which we can use to develop forms easily with less technical knowledge, which can provide some additional benefits apart from just form design and mostly importantly which is cost effective.</div> <div>&nbsp;</div> <div>Some 3rd party tools are good for form design but the cost is too high which is not worth money always.</div> <div>&nbsp;</div> <div>I was going through few 3rd party forms like K2, Nintex, kwizcom forms, Infowise ultimate forms etc. I found Infowise ultimate forms really very useful. Compare to InfoPath these tools provides various other things not just form design.</div> <h2><span id="Use_Infowise_Ultimate_Forms_an_alternative_to_InfoPath">Use Infowise Ultimate Forms an alternative to InfoPath:</span></h2> <div><a href="https://www.infowisesolutions.com/home/infopath" rel="noopener">Infowise</a>&nbsp;is fully no code solutions and you can develop rich business applications easily using browser only without using any tool. They supports various wide range of browsers like IE, Chrome, Mozilla, Safari, Opera etc. You will be able to create forms with tabs easily which is one of the basic requirement in any small, medium or large organizations.</div> <div>&nbsp;</div> <div>Apart from forms, you can also implement business logic by using process without creating any workflows. You can also use various actions to connect to external applications like Skype, Twitter, Google plus, Email etc.</div> <h2><span id="Two_widely_used_key_features">Two widely used key features:</span></h2> <div>I have just explained here two widely used key features of Infowise ultimate forms here: Reporting &amp; Printing. Apart from this there are lots of benefits and feature available which we will discuss in another article.</div> <h2><span id="Reporting">Reporting:</span></h2> <div>Reporting is another great feature of Infowise ultimate forms. By using reporting you can make SharePoint list with color coding, icons etc. which will improve visualization of your list data. Apart from this you can also display your data in calendars and charts. You can easily create visually attractive dashboards for your business users.</div> <h2><span id="Printing">Printing:</span></h2> <div>Printing SharePoint list data is a huge task in terms of alignment, how it will appear, it is not at all easy. But by using Infowise you can get a nice look, clean tabular view of the list data for printing. Apart from print you can also download the data in pdf format. Another important feature is you can email to other users as an attachment from the browser itself. Neither it will open your outlook or any email in browser.</div> <div>&nbsp;</div> <div>Not only the full list, you can also select any individual item from the list and can print the item, or download as pdf or you can email to users. This is really a handy feature for the business users inside organization.</div> <div>&nbsp;</div> <div>You can download a trail version from&nbsp;<a href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise Ultimate Forms</a>&nbsp;and can try out the functionalities. We will discuss some more features in details in other articles.</div>https://www.infowisesolutions.com/blog/infopath-alternatives-for-designing-sharepoint-formsBijay KumarTuesday, September 25, 2018https://www.infowisesolutions.com/blog/infopath-alternatives-for-designing-sharepoint-formsTeam Leave Request Management Solution with Infowise Ultimate Forms Part-2In the <a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">First Part of the article</a>, we have discussed how we can design an attractive list form for our team leave request solution using Infowise Ultimate Forms in SharePoint Online. This is a two-part article where we can discuss how we can design a team leave request management solution using Infowise ultimate forms in SharePoint online. <strong>Part-1:</strong>&nbsp;<a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms Part-1</a> <strong>Part-2:&nbsp;</strong><a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms Part-2</a> <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/#Configure_Business_Logic_Action">Configure Business Logic Action:</a></li> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/#Create_and_Configure_Actions">Create and Configure Actions:</a></li> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/#Settings_up_Alerts_for_Notifications">Settings up Alerts for Notifications</a></li> </ul> </div> <h2><span id="Configure_Business_Logic_Action">Configure Business Logic Action:</span></h2> In InfoPath we can only set field value of current form but coming to <a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate Forms</a>, it offers 16 different types of actions, ranging from Creating/Updating/Deleting list items in any list, managing permissions and creating list/sites to managing Active Directory, calling web services and executing the stored procedures in any database. InfoPath executes actions when a field value changes but Ultimate From can execute actions when an item is added/updated/deleted, on a timer or manually, through a ribbon button. Now we will discuss how we can create actions so that it will trigger change the Status of the leave request. <h2><span id="Create_and_Configure_Actions">Create and Configure Actions:</span></h2> Go to Configure Business Logic Section click on &ldquo;Actions&rdquo; as shown below. <img class="size-full wp-image-17862" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-Action.png" sizes="(max-width: 794px) 100vw, 794px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-Action.png 794w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-Action-300x130.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-Action-768x334.png 768w" alt="create leave request using infowise UltimateForm Action" width="794" height="345" />create leave request using infowise UltimateForm Action<br /><br /> Go to Add/Update Action, In<strong>&nbsp;General Setting</strong> tab&nbsp;,enter Action Type(Update list item ), Name (Change status)and Description(Change status). Go to&nbsp;<strong>Run on events</strong>, check on new as shown below. <img class="size-full wp-image-17865" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-generalsettings.png" sizes="(max-width: 791px) 100vw, 791px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-generalsettings.png 791w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-generalsettings-300x114.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-generalsettings-768x291.png 768w" alt="create leave request using infowise UltimateForm generalsettings" width="791" height="300" />create leave request using Infowise UltimateForm general settings<br /><br /> Next, go to <strong>Action Settings</strong>&nbsp;tab, go to Site, select site from the drop-down or leave it as default (Current Site). Next, go to List, select your list from the drop-down or leave it as default (Current List). Next, go to Values to set, select &ldquo;<strong>Status</strong>&rdquo; to drop down and set the value &ldquo;<strong>Pending</strong>&rdquo; click on Add button. Next go to Items, set item &ldquo;ID&rdquo; is equal &ldquo;[ID]&rdquo; and click on &ldquo;Add&rdquo; button. In the <strong>Conditions</strong> tab, we do not do anything, you can add any condition if you want. Next click on Save button. <img class="size-full wp-image-17864" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionSetting.png" sizes="(max-width: 797px) 100vw, 797px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionSetting.png 797w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionSetting-300x150.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionSetting-768x384.png 768w" alt="create leave request using infowise UltimateForm ActionSetting" width="797" height="399" />create leave request using infowise UltimateForm ActionSetting<br /><br /> Now you can see the action created successfully and will appear in the Actions section as shown below. <img class="size-full wp-image-17878" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionsTab.png" sizes="(max-width: 804px) 100vw, 804px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionsTab.png 804w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionsTab-300x106.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-ActionsTab-768x272.png 768w" alt="create leave request using infowise UltimateForm ActionsTab" width="804" height="285" />create leave request using infowise Ultimate Form Actions Tab <h2><span id="Settings_up_Alerts_for_Notifications">Settings up Alerts for Notifications</span></h2> Now we will see how we can add alerts so that employee, manager etc will get notifications. Go to Configure Business logic, click on &ldquo;alerts&rdquo; as shown below. <img class="size-full wp-image-17949" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-alerts.png" sizes="(max-width: 801px) 100vw, 801px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-alerts.png 801w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-alerts-300x127.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-alerts-768x325.png 768w" alt="create leave request using infowise UltimateForm alerts" width="801" height="339" />create leave request using infowise UltimateForm alerts<br /><br /> Go to<strong> General settings</strong>, Enter title related to the action know status of the workflow for approved or rejected. Next, select the Site and List. Next, Go to <strong>Recipients</strong>, here we have To, CC and BCC sections etc.&rdquo;<strong>To</strong>&rdquo; Add Manager as the recipient of email and &ldquo;<strong>CC</strong>&rdquo; user who created the record. To do this, click on green plus box next to the &ldquo;To &rdquo; section and following box will appear. Select &ldquo;Manager&rdquo; column in the &ldquo;Column in section&rdquo; and click on add button. Repeat this with the CC section and the &ldquo;Created By&rdquo; column. <img class="size-full wp-image-17944" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-recipients.png" sizes="(max-width: 787px) 100vw, 787px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-recipients.png 787w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-recipients-300x239.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-recipients-768x611.png 768w" alt="create leave request using infowise UltimateForm recipients" width="787" height="626" />create leave request using infowise UltimateForm recipients<br /><br /> Next, Go to<strong> What To Send</strong> Section, check the &ldquo;item is added&rdquo; and go down there are<strong> Conditions</strong>, select &ldquo;<strong>Status</strong> equal to <strong>Pending</strong>&nbsp;&rdquo; then click on Add Button. <img class="size-full wp-image-17988" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-what-to-send.png" sizes="(max-width: 791px) 100vw, 791px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-what-to-send.png 791w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-what-to-send-300x111.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-what-to-send-768x284.png 768w" alt="create leave request using infowise UltimateForm what to send" width="791" height="293" />create leave request using infowise UltimateForm what to send<br /><br /> Next Go to the <strong>Mail Templates</strong>, here click on &ldquo;Add or update mail templates&rdquo;, it will display a dialogue box. Enter Name, Subject and write a description of the body. We have two options for adding columns from &ldquo;<strong>columns in list</strong>&rdquo; in Subject and Body, one is&rdquo; <strong>Add to subject</strong>&rdquo; and the second one is &ldquo;<strong>Add to body</strong>&ldquo;. <ul> <li>If you want to add a column in &ldquo;<strong>Subject</strong>&rdquo; section, first select column from &ldquo;<strong>columns in list</strong>&ldquo;, then click on &ldquo;<strong>Add to subject</strong>&ldquo;. It will be automatically added in the Subject section.</li> <li>if you want to add a column in &ldquo;<strong>Body</strong>&rdquo; section, first select column from &ldquo;columns in list&rdquo;, then click on &ldquo;<strong>Add to body</strong>&ldquo;. It will be automatically added in Body section.</li> </ul> <img class="size-full wp-image-17979" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template.png" sizes="(max-width: 1204px) 100vw, 1204px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template.png 1204w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-300x171.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-768x439.png 768w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-1024x585.png 1024w" alt="create-leave request using infowise UltimateForm mail templates" width="791" height="452" />create leave request using Infowise UltimateForm mail templates<br /><br /> <strong>Note:</strong>&ndash; Follow the same steps for Approved and Rejected for Team Leave Request. Only one change is required in Recipients section, &ldquo;To&rdquo; for &ldquo;Created By&rdquo; and &ldquo;CC&rdquo; for &ldquo;Manager&rdquo; because Employee will get the notification after the manager is Approved or Rejected leave request. Now, go to your list, add an item to the list and status will be in the &ldquo;<strong>Pending</strong>&rdquo; stage as shown below. <img class="size-full wp-image-18033" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-pending.png" sizes="(max-width: 629px) 100vw, 629px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-pending.png 629w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-pending-300x122.png 300w" alt="create leave request using infowise UltimateForm pending" width="629" height="256" />create leave request using Infowise UltimateForm pending<br /><br /> Now the manager received mail for leave request as shown below. <img class="size-full wp-image-18037" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-managermail.jpg" sizes="(max-width: 726px) 100vw, 726px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-managermail.jpg 726w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-managermail-300x111.jpg 300w" alt="create leave request using infowise UltimateForm managermail" width="726" height="269" />create leave request using Infowise Ultimate Form manager mail<br /><br /> Next the Manager go to the mail and click on Edit Item, change status to Approved and click on Save button as shown below. <img class="size-full wp-image-18039" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-approved.png" sizes="(max-width: 700px) 100vw, 700px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-approved.png 700w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-add-mail-template-approved-300x141.png 300w" alt="create leave request using infowise UltimateForm add status approved" width="700" height="328" />create leave request using infowise UltimateForm add status approved<br /><br /> Now The &ldquo;<strong>Status</strong>&rdquo; column in the Team Leave Request has been changed to &ldquo;<strong>Approved</strong>&rdquo; as shown below. <img class="size-full wp-image-18040" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approved.png" sizes="(max-width: 627px) 100vw, 627px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approved.png 627w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approved-300x119.png 300w" alt="create leave request using infowise UltimateForm add approved" width="627" height="248" />create leave request using infowise UltimateForm add approved<br /><br /> Employee Received mail from Manager as your leave request has been approved as shown below. <img class="size-full wp-image-18044" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approvedmail.png" sizes="(max-width: 559px) 100vw, 559px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approvedmail.png 559w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-approvedmail-300x144.png 300w" alt="create leave request using infowise UltimateForm approvedmail" width="559" height="268" />create leave request using infowise UltimateForm approved mail <div class="code-block code-block-3" style="margin: 8px auto; text-align: center; clear: both;"> <div align="center"> <div style="width: 400px;">&nbsp;</div> </div> </div> &nbsp; I hope you got an idea, how we can design a leave request solution using Infowise ultimate forms in SharePoint Online.https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2Bijay KumarTuesday, September 25, 2018https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2Team Leave Request Management Solution with Infowise Ultimate Forms Part-1From small to large organizations, everyone has leave request system or application inside their SharePoint portal. If you are using SharePoint Online or SharePoint On-premise version, you can create leave request management system which your employees will use. In a typical leave request application, an Employee applied for a leave request, once applied s/he should be notified as well as manager will automatically receive an email for approving or rejecting user leave request. An employee also gets alert messages about leave request approval status like when leave request approved or rejected. Based on the approval, the status should also be changed to approved/rejected. This is a two-part article where we can discuss how we can design a team leave request management solution using Infowise ultimate forms in SharePoint online. &nbsp; <strong>Part-1:</strong> <a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms Part-1</a> <strong>Part-2:&nbsp;</strong><a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms Part-2</a> <div id="toc_container" class="toc_light_blue no_bullets"> <p class="toc_title">SharePoint 2016 Tutorial Contents <ul class="toc_list"> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/#Infowise_Ultimate_forms">Infowise Ultimate forms:</a></li> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/#Create_Leave_Request_List">Create Leave Request List</a></li> <li><a href="https://www.enjoysharepoint.com/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1/#Design_Leave_Request_Input_Form_using_Infowise_Ultimate_Forms">Design Leave Request Input Form using Infowise Ultimate Forms</a></li> </ul> </div> For a leave request, we can use out of box forms which have very minimal design supported, or we can use HTML forms or forms designed using SharePoint solutions which required lots of time and effort. Similarly, for Email notifications we can use SharePoint designer workflows which is a FREE tool requires little development knowledge, effort and time. Recently I was going through &ldquo;<a href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Infowise Ultimate forms</a>&rdquo; which is a tool where you can design forms to a rich look as well as you can send notifications without writing any code. If you are new to Infowise Ultimate forms, go through my previous post how easily we can do things easily in SharePoint online using Infowise Ultimate forms: <ul> <li><a href="https://www.enjoysharepoint.com/infopath-alternatives-for-designing-sharepoint-forms/" target="_blank" rel="noopener">InfoPath alternatives for designing SharePoint Forms</a></li> <li><a href="https://www.enjoysharepoint.com/update-field-value-without-using-workflow-by-using-infowise-update-action/" target="_blank" rel="noopener">Update Field Value without using Workflow by using Infowise Update Action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflows/" target="_blank" rel="noopener">Infowise Actions vs SharePoint workflows</a></li> <li><a href="https://www.enjoysharepoint.com/easily-configure-email-notifications-using-infowise-ultimate-forms-action/" target="_blank" rel="noopener">Easily Configure Email Notifications using Infowise Ultimate Forms action</a></li> <li><a href="https://www.enjoysharepoint.com/infowise-actions-vs-sharepoint-workflow/" target="_blank" rel="noopener">Infowise Actions Vs SharePoint Workflow: Automate Site Creation process Infowise Ultimate Forms Create a Site Action in SharePoint</a></li> <li><a href="https://www.enjoysharepoint.com/implement-date-validations-using-infowise-ultimate-forms/" target="_blank" rel="noopener">Implement Date Validations using Infowise Ultimate Forms in SharePoint Online List Forms</a></li> <li><a href="https://www.enjoysharepoint.com/set-default-values-in-list-columns-using-infowise-ultimate-forms-in-sharepoint-online/" target="_blank" rel="noopener">Set Default Values in List Columns using Infowise Ultimate Forms in SharePoint Online</a></li> </ul> I will show you here how we can create this leave request system using Infowise Ultimate forms very easily, without writing a&nbsp; single line of code or without developing any SharePoint designer workflow in SharePoint online. <h2><span id="Infowise_Ultimate_forms">Infowise Ultimate forms:</span></h2> Infowise Ultimate Forms enables you to create powerful SharePoint applications without custom code. It has a complete library form, process and reporting components designed to work together seamlessly to create reliable and easy-to-use solutions. <h2><span id="Create_Leave_Request_List">Create Leave Request List</span></h2> In my example, I created a list in SharePoint Online site&nbsp; name as &ldquo;<strong>Team Leave Request</strong>&rdquo; which has below columns: <ul> <li><strong>Title</strong></li> <li><strong>Leave Type (choice)</strong>: Sick and Casual leaves</li> <li><strong>Start Date</strong> (Date and Time)</li> <li><strong>End Date</strong> (Date and Time)</li> <li><strong>Manager</strong> (Person and Group)</li> <li><strong>Status</strong>(Choice): Pending, Approved and Rejected</li> </ul> The List looks like below: &nbsp; <figure id="attachment_17728" class="wp-caption aligncenter" style="width: 641px;"><img class="size-full wp-image-17728" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/leave-request-form-sharepoint.png" sizes="(max-width: 641px) 100vw, 641px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/leave-request-form-sharepoint.png 641w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/leave-request-form-sharepoint-300x96.png 300w" alt="Leave Request Form using Infowise Ultimate Forms" width="641" height="205" /> <figcaption class="wp-caption-text">Leave Request Form using Infowise Ultimate Forms</figcaption> </figure> <h2><span id="Design_Leave_Request_Input_Form_using_Infowise_Ultimate_Forms">Design Leave Request Input Form using Infowise Ultimate Forms</span></h2> Infowise Ultimate Forms deeply integrated into your SharePoint, you design your forms directly in your browser by simply clicking on Design with Infowise Ultimate Forms button on the List Ribbon. Given necessary permissions, anyone can design forms, from anywhere, no tools required. It works with all SharePoint versions, including free foundation. Ultimate Forms extends your existing SharePoint forms without replacing them. Here first we will see how we can create a Tab design of the input form, which is not possible in SharePoint out of box forms. For Design Leave Request Input From, go to <strong>List</strong> tab click on <strong>Design</strong> button in Settings section. <figure id="attachment_17762" class="wp-caption aligncenter" style="width: 387px;"><img class="size-full wp-image-17762" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-design.png" sizes="(max-width: 387px) 100vw, 387px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-design.png 387w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-design-300x81.png 300w" alt="create leave request using infowise design" width="387" height="105" /> <figcaption class="wp-caption-text">create leave request using infowise&nbsp;ultimate forms</figcaption> </figure> Now It will open Infowise Ultimate Form page as shown below. Next&nbsp;Click on &ldquo;<strong>Tabs and tab Permissions</strong>&rdquo; under Configure Layouts and Permissions. <figure id="attachment_17769" class="wp-caption aligncenter" style="width: 815px;"><img class="size-full wp-image-17769" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForms.png" sizes="(max-width: 815px) 100vw, 815px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForms.png 815w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForms-300x255.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForms-768x654.png 768w" alt="create leave request using infowise UltimateForms" width="815" height="694" /> <figcaption class="wp-caption-text">create leave request using infowise UltimateForms</figcaption> </figure> In <strong>Tabs</strong> section, Enter the name of the tab and click on &ldquo;Add&rdquo; Button as shown below. <figure id="attachment_17779" class="wp-caption aligncenter" style="width: 797px;"><img class="size-full wp-image-17779" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tab.png" sizes="(max-width: 797px) 100vw, 797px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tab.png 797w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tab-300x101.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tab-768x259.png 768w" alt="create leave request using infowise UltimateForm tab" width="797" height="269" /> <figcaption class="wp-caption-text">create leave request using infowise UltimateForm tab</figcaption> </figure> In <strong>Tab-Column Association:</strong> select columns from <strong>Columns in list</strong> section and click on the arrow, now columns are added in <strong>Columns in tab</strong> section. Go down below the Styles tab, Click on Save button. <img class="size-full wp-image-17783" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tabcolumns.png" sizes="(max-width: 805px) 100vw, 805px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tabcolumns.png 805w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tabcolumns-300x282.png 300w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-tabcolumns-768x722.png 768w" alt="create leave request using infowise UltimateForm tabcolumns" width="805" height="757" />create leave request using infowise UltimateForm tab columns Now your Leave Request form design looks like as shown below. For applying styles on the form go to Styles tab, there you can set border color and border style. <img class="size-full wp-image-17790" src="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-designform.png" sizes="(max-width: 537px) 100vw, 537px" srcset="https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-designform.png 537w, https://www.enjoysharepoint.com/wp-content/uploads/2018/08/create-leave-request-using-infowise-UltimateForm-designform-300x178.png 300w" alt="create leave request using infowise UltimateForm designform" width="537" height="318" />create leave request using infowise Ultimate Forms design form In the 2nd part of the article, I will show you how we can add Alerts and Actions so that People will get notified on leave status. We will see how we can send notifications without using any workflow. <strong>Read Part-2:</strong>&nbsp;<a href="https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-2/" target="_blank" rel="noopener">Team Leave Request Management Solution with Infowise Ultimate Forms Part-2</a>. &nbsp;https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1Bijay KumarTuesday, September 25, 2018https://www.infowisesolutions.com/blog/team-leave-request-management-solution-with-infowise-ultimate-forms-part-1Print and export to WordHi, As you know, using the <em>Print</em> component of <em>Ultimate Forms</em> you can print your list or document library items in the format of your own design. Use it to create purchase orders, expense reports or anything else you need. Once created, the print-out can be sent to the printer, converted to PDF, emailed and, since recently, exported to Microsoft Excel. Now we are also adding the ability to export to Microsoft Word. You can use this feature to generate and even email Word documents based on your list data. And, as always, it's super-easy, just click on the familiar Word icon in the print preview page, no special configuration is required. The document will be generated in Open Document (docx) format - the standard MS Word format and can be edited and modified like any other document. It will even preserve and embed any images you have in your print-out. And you can control the margins, page size and orientation directly from the print template settings. Have you tried automating your print functions? Using our Actions, you can completely automate generation and distribution of print-outs. As with any aciton, it can be triggerred on any change, on a timer or manually by a user. Once triggerred, it will fetch the item[s] to be printed, use the print template to generate a document, save it in the desired format (HTML, PDF, Excel and now Word), then email it, save it to a document library or save it as a list item attachment. It's a great way to create smart, sophisticated business applications without being a developer! The new feature is already added to the Office 365 version of the app and will be added to the on-prem version in the next version. &nbsp;https://www.infowisesolutions.com/blog/print-and-export-to-wordVladi GublerMonday, September 24, 2018https://www.infowisesolutions.com/blog/print-and-export-to-wordNew Webinar - Dashboard Indicators and AlertsI presented a short webinar September 20<sup>th</sup>, giving some examples of using Infowise Ultimate Forms to solve business problems. In my hypothetical case, I wanted to increase responsiveness in an editorial workflow by adding in some easy to understand visual markers with the Indicator tools. I used the Tab and Tab Permission tool to simplify the new item input form. <img style="margin-left: auto; margin-right: auto; display: block;" src="https://storage.infowisesolutions.com/images/postimages/philgold/editorial_home.png" alt="Editorial workflow home" width="700" height="463" /> I also added multiple Alerts so that people would be kept informed about status of their assignments. Finally, I used the Infowise Smart Chart to add information to employee-specific pages. A video of the presentation is live on YouTube: <p style="text-align: center;"><iframe src="//www.youtube.com/embed/_70hN2dxTRU" width="700" height="394" frameborder="0" allowfullscreen="allowfullscreen"></iframe> &nbsp; We hope you&rsquo;ll join us for future sessions!https://www.infowisesolutions.com/blog/new-webinar---dashboard-indicators-and-alertsPhil GoldThursday, September 20, 2018https://www.infowisesolutions.com/blog/new-webinar---dashboard-indicators-and-alertsNew Exchange action capabilitiesHi, Back in June we added a new action type - <em>Manage Exchange</em>. It is designed to support various operations that you can perform in Exchange from SharePoint. The first such action type was <em>Create event</em>. It allows you to create Exchange events based on SharePoint list item properties. Additional capabilities were supposed to be added in the future. Well, the future is here now. Today we are adding two new operations to the action: <ul> <li><em>Update event</em> - updates existing Exchange events with new information</li> <li><em>Delete event</em> - deletes Exchange events</li> </ul> As with <em>Create event</em>, you can work with events in your own calendar, or, if you are a site collection admin, in other users' calendars as well. We provide support for multiple event properties, including attendees and <em>All Day</em> events. To demonstrate how the action works, I'm going to build a simple but complete real-world system. We are going to implement a one-way sync between a SharePoint calendar list and an Exchange calendar, so that events added to the list are added to Exchange (or updated and deleted as needed), basically any change in SharePoint is automatically mirrored in Exchange. We are going to be using 4 actions for it: 3 <em>Manage Exchange</em> actions and one <em>Update list item</em> action. But first, we need to make a small change in our SharePoint calendar list. We will create two new columns, that will help us perform the update in Exchange: <ul> <li><strong>Original Title</strong> (single line of text) - to store the title of the event prior to user changes. As we are using event's title and start time as a unique identifier for the matching event in Exchange, we need to know what the title was before it was changed by the user, so we can find the event in Exchange (where it still has the old title) and update it.</li> <li><strong>Original Start Time</strong> (date and time) - same idea as Original Title.</li> </ul> These are the actions we are going to be creating: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-01.png" alt="" width="746" height="253" /> Now lets add them. NOTE: in Office 365, you must be a <em>Global Administator</em> to add the first such action in your tenant. Subsequent actions do not require you to be an admin. This is needed to grant access to Exchange so the app can create and update events there. The grant request pop-up will appear every time you save a Manage Exchange action, but it can be ignored when the consent was already granted in the past, it will still work. <ol> <li>New event - runs on New and creates a new event in Exchange. <ol> <li>General Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-02.png" alt="" /></li> <li>Action Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-03.png" alt="" width="781" height="550" /></li> </ol> </li> <li>Update event - for existing events, updates the event in Exchange with new values from SharePoint <ol> <li>General Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-04.png" alt="" /></li> <li>Action Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-05.png" alt="" width="774" height="644" /></li> </ol> </li> <li>Delete event - deletes event from Exchange when it's deleted from SharePoint <ol> <li>General Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-06.png" alt="" /></li> <li>Action Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-07.png" alt="" /></li> </ol> </li> <li>Store original values - the only action that does not interact with Exchange. It is used to update our <em>Original Title</em> and <em>Original Start Time</em> columns, so they are ready for the next update. As this action happens after the <em>Update event</em> action, we might have two different titles when updating the event in Exchange: the original title (the one that the event in Exchange still has) and the new title that was updated in SharePoint. This action runs on New and Edit events. We are also going to be using Conditions to only run the action when <em>Title</em> or <em>Start Time</em> actually change. <ol> <li>Action Settings<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-08.png" alt="" /></li> <li>Conditions<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-09-19-09.png" alt="" width="776" height="217" /><br />Notice how "after change" condition is used. It compares the current value of Title with itself (which is always true) and it also compare the previous value of Title with the current value using the reverse operator (not equals in this case). So it will only be true when the value actually changed, otherwise the previous value will be the same as the current value.</li> </ol> </li> </ol> And this is it, now any change made to the events in SharePoint will be reflected in the Exchange events! The feature is already added to Office 365 and will be added to the on-premises version soon.https://www.infowisesolutions.com/blog/new-exchange-action-capabilitiesVladi GublerWednesday, September 19, 2018https://www.infowisesolutions.com/blog/new-exchange-action-capabilitiesLeveraging Digital Technology to Elevate and Optimize Patient Experience Ever since the healthcare industry has escalated its operations on a full-fledged business model, the rules of the game have entirely changed. The transition of healthcare facilities into enterprises have sure magnified profitability, returns and what not; it has also fueled the competition in the industry. Patients have now become clients &ndash; with their specific needs, demands, and expectations and the healthcare enterprises that succeed in delivering to their demands before anyone else, while also providing a seamless experience, is sure to outclass the rest of the players in the industry. Factoring care as a service, patient as a client, and health care as a business, it has become all the most necessary for hospitals, private practices and healthcare facilities to enhance their patient experience. Technology has become a key enabler for the healthcare industry to streamline its processes and workflows and deliver real value to patient care by maximizing quality, performance, and efficiency. &nbsp;&nbsp;&nbsp;&nbsp; <h1>Key Areas Where Technology Can Improve Patient Experience</h1> An average patient&rsquo;s treatment process comprises a series of tasks, from admission through treatment, follow-ups and post-operative care. The whole care process has a lot of room for optimization through digital technologies. The various facets of the process that can be automated and streamlined include: <h2>- Patient Admission Procedure</h2> Patient admission is often the most time-consuming process, requiring a lot of back-end hustle. By automating the process through digital technology, patients or attendants can efficiently fill up forms prior to the appointment. This will save a lot of time and efforts for patients, physician and administration alike &ndash; while also making it all the more convenient to manage emergencies.&nbsp; <h2>- ER Workflows</h2> ER workflows entail a lot of overwhelming and critical processes that need to be completed just in time. From admission to registration, check-in, and treatment, time is of the essence. Automating ER prerequisite processes will translate into an immediate response to emergencies, preventing the risk (and consequences) of making an ER patient wait for too long. <h2>- Internal or External Transfers</h2> Through shared healthcare information and management systems, different silos within a healthcare facility can conveniently collaborate with each other. Likewise, should there be a need to move a patient to some other facility, a robust communication or collaboration system will not only make the process smooth and fast but will also facilitate the sharing of information between hospitals or healthcare facilities. <h2>- Medication Processes</h2> The prime purpose of automation is to eliminate errors, and workflow technology can effectively be used to rule out the risk of medication errors. On a broader spectrum, the reduction of errors will translate into better compliance and credibility. <h2>- Prescription and Supply</h2> Drug inventory management is a crucial function of healthcare management. Automating drug inventory workflows through technology will help ensure a seamless supply and provision of drugs and medication while keeping tabs on their quality and expiry. <h2>- Patient management</h2> The availability of a bed, care staff, provision of treatment, and drug supply are some core processes constituting the patient flow. A minor delay in any of these processes may lead to wrong placement, mistaken referral, inaccurate diagnosis, delayed bed availability or obstructions in communication. These lingering risks can effectively be eliminated by automating your patient flow through workflow technology. &nbsp; <h1>The Technology-Driven &lsquo;Mobility&rsquo; of Healthcare</h1> While browsing, shopping, ordering food, cab or pretty much anything else is a common practice for everyone with a mobile phone and internet, the healthcare industry too has taken to becoming accessible for its customers on a mere finger tap. Smartphones, coupled with 4G technology has fueled the mobility of healthcare, to the extent of virtual provision of services through smart and automated workflow tools, at different terminals in the patient care process. Smartphones are now effectively serving as a great tool for the patient to carry out a lot of processes on the go, without having to drop by a healthcare facility for a task as mundane as making an appointment. The manifestation of mobile and smartphone technology in healthcare workflows is benefitting the patient in the following ways: <h2>- Digital forms and information recording</h2> Good riddance to old-school paperwork &ndash; digital forms, such as patient consent forms, or any form for that matter, has made it a whole lot fast and convenient for patients to get done with admission or pre-operative documentation, before arriving for the treatment, or even on the go. Once filled and submitted, the information provided by the patient is directly entered into the patient&rsquo;s records. <h2>- Push notifications</h2> Mobile phone reminders, through SMS or push notifications, are a great tool to remind patients of their appointment, follow-up, and even notify them about their medication schedule. A confirmation link embedded in these texts, email or notifications also makes it convenient for the physician to reconfirm appointments, and minimize no-shows. <h2>- Telemed app</h2> There are a lot of healthcare applications available free of charge for mobile phone users, helping them keep their nutrition, workout, and other health-related tasks in check. Healthcare facilities too, are making use of this great tool &ndash; all for the benefit of their clients, and for their own convenience. <h2>- Personalized healthcare management tools</h2> Healthcare management tools that can be scaled and customized to specific factors such as age, gender, diagnosis, and treatment plan, can significantly enhance the quality and continuity of care. These custom tools can automatically generate alerts, reminders, subscriptions, appointments, and prescription refills, thereby making it convenient for the patient to take care of their own care.<br /><br /> <strong>Infowise:</strong> At Infowise, we are serving as a technology partner for the healthcare industry in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our flagship product Infowise UltimateForms Premium Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. They constitute the structural foundation for digitalization, in larger healthcare systems, university research centers, regional hospitals, and physician practices.https://www.infowisesolutions.com/blog/leveraging-digital-technology-to-elevate-and-optimize-patient-experience--Amir ShingrayWednesday, September 19, 2018https://www.infowisesolutions.com/blog/leveraging-digital-technology-to-elevate-and-optimize-patient-experience--Creating a Robust and Smart Patient Care Process through Digital Technologies<h1>The Future Face of a Digital Hospital</h1> The present and future of healthcare is smart, driven by next-gen technology and turnkey solutions. With efficiency, value, and quality of care set as the critical success factors for the industry, the vision for now as well as the future is simple and straightforward. <ul> <li>Right care, in the right way, at the right time.</li> <li>And, at the heart of this vision for digital healthcare lies technology, rooted deep in every process, facet, and operation of the industry. All of this and more, in pursuit of the following key objectives:</li> <li>For an on-point diagnoses and treatment</li> <li>To foster a digital healthcare ecosystem</li> <li>To leverage Big Data for strategic advantage</li> <li>To specialize in job roles, and standardize procedures on technological grounds</li> <li>Achieve unparalleled efficiency, no lesser than that</li> <li>Restructure the healthcare business model to make it more cost-effective, accessible, and deliverable</li> <li>Hire the right resource for the right role</li> <li>Implement a system of assessment to evaluate the quality of care being provided and elevate it up to par</li> </ul> &nbsp; <h1>The Digitalization of Healthcare - Where the trends are trending at</h1> &nbsp; <h2>Integrated Patient Data &ndash; EHR</h2> An <a href="https://www.healthit.gov/faq/what-electronic-health-record-ehr">electronic health record (EHR</a>) is a digital version of a patient&rsquo;s paper chart. EHRs are real-time, patient-centered records that make information available instantly and securely to authorized users. While an EHR does contain the medical and treatment histories of patients, an EHR system is built to go beyond standard clinical data collected in a provider&rsquo;s office and can be inclusive of a broader view of a patient&rsquo;s care. In simple connotation, an electronic health record is the healthcare industry&rsquo;s very own Big Data. It is an extensive record of intricate information, comprising a patient&rsquo;s complete medical history, diseases and ailments, details of surgical processes, diagnoses, treatment and medication, vaccination, immunization, lab reports, and medical images (x-rays and ultrasounds, etc.). This data does not only provide an insight into a patient case, but also holds immense potential for healthcare administration to automate, streamline, and optimize workflow and to access evidence-based, turnkey tools that can be used in on-point and logical decision-making related to patient care, and also in strategic planning. <h2>Streamlined Delivery of Healthcare</h2> The biggest operational advantage of automation of the healthcare industry is the level of efficiency achieved through streamlined processes, better communications, and personalized care &ndash; which altogether translates into unparalleled care experience for the patient, from admission to discharge and post-discharge care. Not just that, integration of digital technologies in care processes also helps in minimizing costs, waste, provides increased predictability of outcomes, higher throughput, and data-driven insights.&nbsp; <h2>Resource Optimization</h2> Healthcare practices that consider automation as an evitable expense are absolutely clueless about how much not choosing to automate will cost them in the not-so-long term. Integrating digital technologies for automation is a one-time investment that allows you to utilize your current resources at best. It eliminates the need for hiring additional overheads and can be scaled to deliver to your changing needs. <h2>Smart Scheduling</h2> By employing digital technology in healthcare practices, certain processes such as scheduling, rescheduling, or canceling appointments, or laboratory tests and procedures can be effectively automated. This allows patients to get tasks like these done from the convenience of home, or even on-the-go and thereby saving hassle and redundancies at the patients and facilities ends alike. We have a lot of&nbsp;&nbsp;&nbsp; <h2>Enhanced Job Specialization</h2> Automation excludes paperwork from the equation, eliminating redundancies from the process, thereby leaving more time for physicians as well as the care staff to focus more on their jobs and excel at it. <h2>Seamless virtual connectivity</h2> Patients, or even physicians for that matter, do not need to be present at the practice, to be able to receive or provide care. Digital technology has made it possible for patients, as well as physicians, stay connected through digital means, such as mobile phone or web-based application. They can conveniently share information, discuss their case, and seek advice &ndash; and thanks to HER, physicians can access patient records from anywhere, at any time. &nbsp; &nbsp; <strong>Infowise:</strong> At Infowise, we are serving as a technology partner for the healthcare industry in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our flagship product Infowise UltimateForms Premium Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. They constitute the structural foundation for digitalization, in larger healthcare systems, university research centers, regional hospitals, and physician practices. &nbsp;https://www.infowisesolutions.com/blog/creating-a-robust-and-smart-patient-care-process-through-digital-technologiesAmir ShingrayTuesday, September 18, 2018https://www.infowisesolutions.com/blog/creating-a-robust-and-smart-patient-care-process-through-digital-technologiesMeet Action GroupsHi, Using the Actions component of Ultimate Forms you can easily implement sophisticated business logic without the unnecessary complexity of traditional workflows. Actions are easy to configure, they require no deployment and they can be gradually added to your solution over the course of its life cycle, without the need of forseeing future needs and requirements. Actions can do almost everything inside and outside of SharePoint: create/update items, manage permissions, interact with line-of-business applications and much more. The way actions are implemented and what sets them apart from traditional workflow solutions is that each action is basically on its own, there is very little interaction between them and each action contains everything it needs to run. There is no need to design a flowchart ubiquitous in all workflow products, you just configure when this particular action needs to run based on triggers and conditions, and it will do its work. Simple. Actions can be triggered by item events (such as item being created, modified, deleted, etc.), actions can be timer-based (such as run 2 days before the Due Date or every Friday) or actions can be started manually by users. Actually, the same action can even have multiple triggers. In some cases you want several actions to run at the same time. For example, the process of closing a project consists of updating its status and also sending an email to the supervisor. Up until now, you could only run several actions at once when they ran on the same event (or timer settings) and had the same conditions. But what if you wanted to trigger them manually with a single click? Or maybe you didn't want to add the same conditions over and over again. Enter <em>Action Group</em>. It's a brand new action type that basically triggers other actions. It can have its own triggers and conditions and, once executed, it will execute the actions that are attached to it in the specified sequence. It's that simple. Let's take a closer look. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-01.png" alt="" width="784" height="244" /> In our example here we have 3 actions: <ol> <li>Complete project - our action group, it can be executed by editing the item or manually</li> <li>Update status - updates the item status, has no triggers, can only be executed through an action group</li> <li>Notify manager - sends an email, also can only be executed through an action group</li> </ol> Now lets take a look at how our action group action is configured. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-02.png" alt="" width="789" height="281" /> Under <em>General Settings</em> we specify the action name and description (always give meaningful names to actions, it will help you and, with manual actions, your users). Under <em>Events</em> we specifies <em>Edit</em>, so the action will be triggered when an item is updated, we can add conditions to only run the action when certain changes are made (not covered in this blog). <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-03.png" alt="" width="779" height="538" /> Under <em>Advanced Settings</em>, we can specify manual execution for the action. That means that users will be able to trigger it manually from a button. Note that <em>Impersonation</em> option is greyed out. This action type doesn't support impersonation (because it doesn't actually do anything with any items), but the actions attached to it can use this option, depending on their requirements. It gives you precise control over what action can do what. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-04.png" alt="" width="785" height="225" /> Under <em>Action Settings</em> we can attach other actions to the action group and set their order. Order is important as it allows you to stop execution when one of the actions fails (see <em>Halt on failure</em> checkbox in the preivous screenshot). For instance, if your action group is supposed to move an item to the archive list, it will include two actions, one that copies the item and another one that deletes the original item. Of course, you don't want to delete if the copy action failed. And that's it, now when the action group action is executed, it will execute all the attached actions automatically. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-05.png" alt="" width="662" height="215" /> Let's execute the action manually. Just click on the button (in the on-premises version the button will be located directly in the <em>Item</em> ribbon). Once it's done, the action will display its execution result: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-06.png" alt="" width="682" height="215" /> As you can see, it shows the names of the action it executed and any messages they returned. In this case it all went well and there were no messages. If you enabled it, you can also see the result in <em>Action History</em>: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-07.png" alt="" width="664" height="136" /> A couple of points that you need to be aware of: <ul> <li>As I mentioned earlier, <em>Impersonation</em> is set on per-action basis</li> <li>Attached actions can have their own conditions, those will be checked by the action group action and actions that do not pass their conditions won't be executed. Those are in addition to the conditions on the action group itself, which control whether or not the action group itself is triggered.</li> <li>Actions can be a part of zero, one or several action groups. You can use action groups to bundle conditions together. Actions that are a part of an action group can also have their independent triggers and be executed on their own, independently from the action group. You decide how you want to implement it!</li> </ul> I hope you find this new functionality useful and we will be happy to hear any feedback you might have. The functionality is already available in O365 version and will be added to the on-premises version soon.https://www.infowisesolutions.com/blog/meet-action-groupsVladi GublerFriday, September 14, 2018https://www.infowisesolutions.com/blog/meet-action-groupsHealthcare Systems Automation – An Overview of Evolution, Trends, and Healthcare DTAutomation in healthcare has been observed to have gained a lot of hype, especially during the past few years and for good reasons. Healthcare, for a long time, has been stigmatized as an industry involving procedures and operations that could only be performed manually. From admission to discharge, treatments, follow-ups and everything else &ndash; patients, practitioners as well as the paramedical staff have to go through a lot of processes. The myriad processes and operations performed on a regular basis were punctuated with redundancies, leading to errors and eventually affecting the overall quality of care. The actualization of the need to streamline procedures brought automation into the limelight as the way forward for the healthcare industry &ndash; and it took no long for the industry to leap towards digital. Since then, the healthcare industry has come a long way in a short time, with a paradigm shift towards technology, more specifically in the areas pertaining to data and information management. In this article, we will discuss the evolutions of automation in healthcare and how the rising trends are leading to the digital transformation leap in healthcare enterprises. But first, let&rsquo;s start with the definition. <h1>Healthcare Systems Automation &ndash; what is it?</h1> Automation is defined as the use of control systems and information technologies to reduce the need for human work in the production of goods and services. In the specific realm of healthcare, automation refers to the transition or upgrade of manual processes such as data recording and storage, health record management, interconnected devices, task and appointment scheduling, and even diagnostics and prescriptions through the use of smart AI tools. Like any other industry pursuing automation and digital transformation, the automation endeavors in the healthcare sector are driven by specific objectives such as maximizing efficiency by optimizing resources, minimizing costs, and improving quality of care. <h1>Healthcare Systems &ndash; History and Evolution</h1> Unlike retail, manufacturing, banking and other industries who took to automation proactively, the healthcare sector has been a laggard in embracing technology for automation. The traces of system automation in healthcare can be traced back to 1960s when the very first shared hospital accounting systems were developed over large mainframe systems and medical data was sorted into a more organized record. In the next decade, the advancements in technology led to the development of healthcare information management systems. The advancements continued into the 1980s where, making personal computers and Windows-based software a common sight in regular clinics and physician offices, being used for appointment scheduling and billing functions. The Master Patient Index was also introduced in the 1980s to keep track of patients and their medical data. The evolution and systemization of industry practices continued through the 1990s and with the start of the new millennium, came a breakthrough with HITECH &ndash; special Healthcare Information Technology tailored to the industry&rsquo;s changing needs. <h1>The Present Age Face of Healthcare System Automation and Technology</h1> Better late than never &ndash; the global healthcare industry has embraced technology in its entirety and today, automation is all the rage in healthcare facilities regardless of their size and nature of operations. Actualizing the need for systems and process automation and its potential in maximizing cost, quality, and efficiency, the industry is seeking to invest more in its automation endeavors. A rough estimate suggests around $1.5 trillion will be invested in healthcare automation and digitalization in 2018. The major focus will be in the following key areas: <ul> <li><strong>Cloud &ndash;</strong> moving physical data centers over to cloud-based platforms for better storage, recording, management, security, and accessibility</li> <li><strong>Internet of Things (IoT) &ndash;</strong> creating smart, integrated and interconnected systems, with real-time sharing of information</li> <li><strong>Big Data and Healthcare Business Intelligence &ndash;</strong> the industry is now all set to tame the data beast and using Big Data for strategic purposes such as improving and upgrading their services</li> <li><strong>Data Management and Integration &ndash;</strong> the industry is now making use of smart tools and application for the acquisition, aggregation, profiling, sorting, storing and sharing of data</li> <li><strong>Automating Healthcare Administration &ndash;</strong> the administrative facet of the industry, comprised of routine functions such as billing, information recording, scheduling, claims, and financial functions have been effectively automated</li> <li><strong>Tech-Centric innovation &ndash;</strong> the industry has become more receptive towards tech-fueled innovation in services, operations, and workflows. Utilizing mass databases to strategic advantage, the innovation is driven by digital technology is effectively driving a substantial reduction in wastage, errors, and delays in processes, thereby improving the overall quality of care.</li> </ul> <h1>How automation is helping the healthcare industry pursue their DT initiatives</h1> Technology to drive quality, achieve outcomes, and deliver value &ndash; this has been set as the mantra for automation revolution taking over the healthcare industry on the global spectrum. Automation is fostering synergy across the entire value chain of processes, procedures, tasks, and operations, constituting a full-fledged healthcare system. The outcomes have already started to unfold, in terms of seamless operations and unparalleled efficiency. By integrating the everyday activities of the entire patient lifecycle in a holistic, unified, and set of tools and applications, the healthcare facilities have been able to achieve (as well as deliver) great value in terms of improved treatment and postoperative care. It is safe to conclude that automation is serving as a segue way for the healthcare industry, and facilitating its transgression towards digital transformation, ultimately.&nbsp; &nbsp; <strong>Infowise:</strong> At Infowise, we are serving as a strategic partner for the healthcare industry in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our flagship product Infowise UltimateForms Premium Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. They constitute the structural foundation for digitalization, in larger healthcare systems, university research centers, regional hospitals, and physician practices.https://www.infowisesolutions.com/blog/healthcare-systems-automation-%E2%80%93-an-overview-of-evolution,-trends,-and-healthcare-dtAmir ShingrayThursday, September 13, 2018https://www.infowisesolutions.com/blog/healthcare-systems-automation-%E2%80%93-an-overview-of-evolution,-trends,-and-healthcare-dt6 Reasons Why You Should Automate Your Busy Office WorkflowAutomation has become a buzzword in the present-age tech-driven business world and for good reasons. The business world is now driving at the rate of Giga, Tera, and exabytes per second, and apparently, speed coupled with efficiency has become the ultimate mantra for a business to retain its mark in the increasingly intensifying pool of competition. Technology has brought a paradigm shift in the way businesses operate today, and likewise, it has taken the completion up a notch on a global spectrum, in the cybersphere. So with these new rules set for the game, it only makes sense that businesses have to adopt new techniques to be able to compete. &nbsp;The manual ways of performing a task to perfection may have worked in the past, but sticking to the same old school methods of task execution won&rsquo;t make you a conventional or legacy business &ndash; it will make you a laggard, only to be stomped and thrashed away your competitive, tech leaders. It&rsquo;s fair to conclude that automation is the way forward. And with that settled, let&rsquo;s dig into its benefits. <h1>Workflow Automation &ndash; What&rsquo;s In It For You</h1> Automation brings about a treasure trove of benefits for enterprises, regardless of their size and industry. It offers: <h2><strong>1.&nbsp;&nbsp;</strong> Greater Efficiency&nbsp;</h2> Manual processes take more time to complete, and if your business is growing, it requires you to add more heads to your team to perform a single task, since there&rsquo;s only so much an employee can do during their shift hours. For instance, if your regular administrative functions such as task roster management or payrolls are still manually performed, you can conveniently automate them using any of the many smart tools, to get them done in a significantly short amount of time. Technology allows you to do more in less time. The time you save from these mundane, everyday jobs can be utilized in strategic planning and adding value to your business. <h2><strong>2.&nbsp;&nbsp;</strong> Reduced Risk of Errors</h2> If you are still stuck on the manual execution of a task, there&rsquo;s a high probability and occurrence of human errors. A single error, no matter it is major or minor, can wreak havoc on the ultimate outcome, often leading you into bigger troubles such as compliance issues. Administration, finance, sales, human resource, and marketing are more prone to losses caused by human error in operations. And this can conveniently be overcome by automating tasks through smart tech tools. <h2><strong>3.&nbsp;&nbsp; </strong>Scalability&nbsp;</h2> A lot of enterprises tend to procrastinate workflow automation since it seems too daunting a task at first. However, once you are into it, you will see the possibilities opening up. Different departments of a business have different automation needs &ndash; but the whole business benefits when you automate even a single task or operation. For instance, for finance, you can automate your everyday PTO requests, for HR, you can automate time, attendance and leave management, and for compliance, you can automate contracts. <h2><strong>4.&nbsp;&nbsp; </strong>Better Planning and Productivity</h2> Automation saves times, which ultimately translates into increased productivity. By automating your repetitive tasks, you can get done with some other work that a machine or tool can&rsquo;t do. For instance, strategic planning, designing new products or brands or expanding your service portfolio. <h2><strong>5.&nbsp;&nbsp; </strong>Synergy</h2> Automation helps turn different operational silos of an enterprise into a holistic, integrated, and interconnected system. When all functional facets of a business such as IT, HR, administration, finance, sales, manufacturing, production, and supply chain are automated, it automatically eliminates redundancies and turnaround delays, and enables the enterprise to pursue its ultimate goals and objectives, as a whole, rather than banking on the performance of a specific department. <h2>6.&nbsp;&nbsp; Evaluation Metrics</h2> Automation helps quantify performance and makes it convenient for enterprises to evaluate intangible outcomes such as quality, efficiency, and value in terms of number. These statistical insights into processes and their respective outcomes allows the enterprise to formulate an on-point and superior strategy to record, monitor, evaluate, and optimize your on-going processes and scale them to perform and deliver to your needs. <h2><strong>Infowise</strong></h2> At Infowise, we make automation happen for you. We offer a range of scalable, smart and futuristic tools, software and applications for businesses to automate their workflows. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for automation and facilitate your transition to digital transformation.https://www.infowisesolutions.com/blog/6-reasons-why-you-should-automate-your-busy-office-workflowAvi PagiThursday, September 13, 2018https://www.infowisesolutions.com/blog/6-reasons-why-you-should-automate-your-busy-office-workflowAutomation versus PaperworkThere are certain strategic decisions and dilemmas that every enterprise happens to come across. To build an app or buy To do or to outsource To excel or sustain <h2>And, to automate or do the paperwork!</h2> Although automation has effectively taken over a lot of businesses operating in varied industries, there are still some tech laggards skeptical about whether or not they should replace paperwork with automated workflows. If you too are one of those enterprises that still consider automation as a matter of choice, and are okay being buried deeper into paperwork, you may have already lost it to your smarter competitors. Here are some pros that give automation a clear edge over paperwork. <h2>Optimize Your Workflow</h2> Sure, it&rsquo;s your prerogative to decide whether you would automate or do it manually, but keep in mind that paperwork only makes a job redundant, monotonous and boring. And factoring in all three, the chance for errors as a result of a job done half-heartedly increases exponentially. In the present-age business world, you do not necessarily need to spend hours entering data, managing recording or proofing information on your own. Let automation do the job, so you can spend your time in more strategic work, with the peace of mind that all of your routine business processes are being performed on time with optimum efficiency. <h2>Minimal Risk and Better Compliance</h2> When a task is manually performed, you cannot rule out the probability of a human error. If the same task is performed on a regular basis, it turns monotonous, and the risk of mistakes increases multifold. Wrong entries, missed information, lost invoices, and incomplete contracts &ndash; all of this and more can be effectively overcome and minimized through automation. The outcome: the reduced risk will translate into minimum errors and eventually lead to better compliance. <h2>Cost Effective</h2> If you think technology is expensive, you haven&rsquo;t estimated the overall cost of paperwork, including the inefficiency, delays, and compliance issues it entails. Automation is a one-time investment that can be scaled to deliver to your changing needs and continues to perform in the longer run, without requiring any further investment. <h2>Smart Data Management</h2> Data has become the make or break catalyst for businesses, and enterprises of today &ndash; regardless of their size and industry &ndash; are awash with a whirlwind of data, carrying vital information crucial to an enterprise&rsquo;s strategic growth and success. Data management is no more a matter of choice, but a critical success factor and the key to survival &ndash; more so for enterprises pursuing digital transformation. It is practically impossible for manual paperwork to sort, manage, store, categorize, profile, store, and analyze the constant influx of data pouring in from almost untraceable sources &ndash; making automation as the only way to go about. <h2>About Infowise</h2> At Infowise, we make automation happen for you. We offer a range of scalable, smart and futuristic tools, software and applications for businesses to automate their workflows. Our product Infowise UltimateForms Power Suite contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for automation and facilitate your transition to digital transformation. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/automation-versus-paperworkAvi PagiThursday, September 13, 2018https://www.infowisesolutions.com/blog/automation-versus-paperworkAutomate Your Business Processes Through An Infowise Certified Partner<em>"When it comes to extending and enhancing SharePoint, we partner with the best in the business to assist our clients to get the most from their investment. Our partnership with Infowise Solutions is critical to the way we do business and complements the depth and breadth of what we do best. We rely on Infowise for strategic tools that provide rapid application development. We have built many solutions that use their add-ons for enhancements. These tools are a key to &ldquo;no-code&rdquo; solutions. Their support is amazing, whenever we have any issue or question they are there to assist to make our solutions the best they can be."</em> <strong>Jeanne Conde, SharePoint Solutions Architect. SimpleSharePoint</strong> &nbsp; This is what our partners have to say about Infowise products, and there are a lot of clients with the same trust and praise for our solutions. Our futuristic and smart solutions have been helping individuals as well as businesses, startups, SMEs as well as conglomerates, achieve a higher level of performance and efficiency. Not just that, our solutions are also allowing businesses to implement business process automation and helping them pursue their grander DT initiatives. It is this popularity of our business software and tools and the level of trust our clients put in the services that inspired us to offer them something more holistic, all-inclusive, and making a better contribution to their strategic pursuits. &nbsp; <h1>Enter Infowise Partners Program &ndash;</h1> As a partner-first and customer-driven company, we offer you to leverage our expertise and dedication in providing the best service to your customers. Infowise Partner Program is a groundbreaking platform in the industry that&rsquo;s designed to create an innovative, holistic, and robust tech-based environment for businesses to drive their business automation and DT procedures. Infowise Partner Program comprises an array of software, tools, applications and training packages that are designed to deliver results &ndash; better and faster! While all of our solutions are complete in their own entirety, there are some that offer a better degree of scalability, customization, and efficiency. For instance: <a href="https://www.infowisesolutions.com/ultimate_forms">Ultimate Forms Premium Suite</a> - Is a lead package in the Digital Transformation world, leveraging the components of within UF, you can create interactive, dynamic forms, easily implement complex workflows and display your data visually for decision makers. A sample of standalone Applications included in <a href="https://www.infowisesolutions.com/ultimate_forms">Ultimate Forms Premium Suite</a> Smart Action Pro - Save on development time by automating advanced business solutions using just your browser. Implement advanced business logic using a wide variety of advanced fully-configurable actions. Associated Tasks Field &ndash; Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot. LOB Item-Linked Field &ndash; Easy-to-use lookup into a database or web service-driven line-of-business application to be linked to any document or list item. No need to define connections using BDC or External List settings, all is done using just your browser.<br /><a title="Infowise Products" href="https://www.infowisesolutions.com/productlist">Visit products page</a> These and the rest - totaling 15- of Infowise products offered through Infowise Partners Program are highly customizable, interoperable and they all integrate seamlessly within SharePoint, thereby saving you from the costs of having to build custom applications all the while delivering you the same results. <h1>The Infowise Advantage &ndash; Here&rsquo;s what Infowise Partner Program has in store for you</h1> Our platform offers unique features and capabilities: <h2>&rarr; 100% no-code solution</h2> Saving you development and debugging time <h2>&rarr; Wall-to-wall platform</h2> Covering all aspects of business solution development in SharePoint <h2>&rarr;&nbsp;Rapid and agile prototyping and development</h2> No complex deployment required, minimize the risk of misunderstandings <h2>&rarr; Mild learning curve</h2> Be productive almost immediately and gradually improve over time <h2>&rarr; On-premise and Office 365 versions</h2> Share the same interface and almost the same functionality, re-use your skill set no matter what your customer prefers <h2>&rarr; Do everything in-house</h2> No need to hire specialists <h2>&rarr; Fantastic support</h2> Documentation, training, blog, examples and pre-configured solutions <h2>&rarr; Built-in support for solution templates</h2> Build once and re-use, saving time and money or produce packaged solutions &nbsp; <h1>Benefits of Infowise Certified Partners Program</h1> To be able to leverage our technology and expertise to your strategic advantage, you need to join hands with us and become a part of our growing fraternity of clients from various industries and background. You can get yourself onboard and sign up for <a href="https://www.infowisesolutions.com/partners">Infowise Partner Program</a> either as an integrator or reseller. Each role has its own benefits and perks and comes with the surety of nothing but the best in terms of performance, efficiency, and returns. <h2>As an Integrator</h2> you can expect the highest level of commitment from us, accompanying you every step of the way. You can always count on our support and advice, providing the highest possible value.&nbsp;As our partner you receive: <ul> <li>Partner discount on all your purchases</li> <li>Free license to demo our products</li> <li>Dedicated support every step of the way</li> <li>Ability to affect future products and future features</li> <li>Online demonstration of our products for your customers</li> </ul> <h2>As a Reseller</h2> As an authorized reseller, you will be able to sell our software licenses to your customers on an ongoing basis, benefitting from a special marked down price list. Many of our customers are required or prefer to purchase licenses through their regional reseller. We fully respect that and constantly work on expanding partnerships with software resellers around the world. <h2>Join our Certified Partners Program</h2> Infowise Partner Program has been designed to offer you the best of both worlds &ndash; with cutting-edge and unparalleled technology coupled with the assistance and advisory from the best brains of the IT industry we have on board. The goal is to benefit you &ndash; the client and the end-user &ndash; and this is what we are here for. You can check out more about <a href="https://www.infowisesolutions.com/productlist">our products</a> and the program on our website. Our products can be scaled to deliver across a wide spectrum of industries including healthcare, education, non-governmental organizations, financial services, pharmaceutical companies, and legal and government services. Every few minutes, Infowise products are being recommended, purchased, and deployed by enterprises all across the globe, in pursuance of a common goal. To streamline operations, automate processes, optimize, and expedite the deliverance of results, ultimately helping businesses achieve their DT objectives. A major share of these integration services is being delivered through our competent and certified partners who bring their years of hands-on experience and industry know-how to the table. <br /><br />If you are end-user and seeking a team to help you add Infowise to your digital toolbox or if you are a development team seeking to get certified as Infowise partners, please email my colleague Avi Pagi at <a href="mailto:avip@infowisesoultions.com">avip@infowisesoultions.com</a>.https://www.infowisesolutions.com/blog/automate-your-business-processes-through-an-infowise-certified-partnerAmir ShingraySaturday, September 8, 2018https://www.infowisesolutions.com/blog/automate-your-business-processes-through-an-infowise-certified-partnerBulk Update Mode in Office 365Hi, As you might know by now, we designed and implemented a sophisticated throttling mechanism to ensure our system works smoothly and is not overwhelmed by sudden customer-initiated surges in activity. Our platform is designed to easily handle high volumes of regular traffic, but in some cases customers might misconfigure their environment and produce a very large number of updates that create a sudden and unsual load on our system, potentially causing a negative impact on the system resources. Our throttling system is designed to monitor to rate and frequency of updates coming from each list and take preventive steps when unusual traffic patterns are encountered. For instance, we count the number of item updates per minute that our Actions or Alerts are set up to react to. Normally, lists will have very few such updates (not more that a couple of dozens). But if something usual is happening, a list is capable of generating hundreds of updates per minute, each for example triggering an alert. Our throttling system constantly counts the number of updates coming from each list and is triggered when a threshold is crossed. Currently, we allow up to 100 updates per minute. If your list produces more than 100 updates, we count each time that occurs within a 24 hour period. First 3 times we allow to execute as many updates as possible, on the 4th time we stop after the first 100 updates, and after the 20th such attempt we disable all actions, alerts or other components from running on the events of the list and send an email regarding that to the site collection administrators. But in real life there are sometimes cases when we need to update a large number of items in a very short time. For instance, we are running a weekly update or importing a large data set from an external source. We do not want our process to generate a large number of alerts and we certainly don't want it to trigger the throttling mechanism. This is why we developed our new Bulk Update Mode switch. Once set, all update handling on the list is temporarily disabled, no actions or alerts are executed and the throttling mechinism is not engaged. You would toggle this mode just before running the bulk update and toggle back once done. Note that even if you forget to toggle back, the switch will return back to its regular mode automatically once the time period you selected elapses. To enable Bulk Import Mode: <ol> <li>Go to your list and click on List ribbon</li> <li>Click on Ultimate Forms' Design button</li> <li>Under the cog menu in the top right corner select Bulk Import Mode</li> <li>Select the number of hours you want the events to be disable and click Disable. The setting will revert automatically once the time period elapses or can be turned off manually at any time</li> </ol> This mode allows you to perform your bulk updates fast, safely, without generating actions or alerts and without triggering any throttling mechanisms.https://www.infowisesolutions.com/blog/bulk-update-mode-in-office-365Vladi GublerTuesday, September 4, 2018https://www.infowisesolutions.com/blog/bulk-update-mode-in-office-365Approval Workflows Require ThoughtI&rsquo;m a fan of how easy it is to create solutions in Ultimate Forms. For instance, creating a simple approval workflow is a snap, as more than one article points out. Where it can get complicated is in developing a robust process for the entire workflow. Although the individual pieces are simple to do, you still have to take some time to do the necessary mind-work and think through your steps. What are the different gates and checkpoints for your process? Require a signature? That&rsquo;s easy to do &ndash; check out <a href="https://www.infowisesolutions.com/training/advanced-column-permissions/adding-a-signature-approval-for-list-changes">Adding a Signature Approval for List Changes</a> for a quick walk through. &nbsp;But, what are the best criteria for you to use if you want to require reapproval? That&rsquo;s completely dependent on your specific circumstances &ndash; and, it will probably be different for different lists. This is where you need to stop and start asking questions &ndash; of yourself, and the other people involved in the process. Do people need to get notification when things change, so that they know to go back and reapprove items? In most cases, I&rsquo;d say that&rsquo;s pretty desirable, so you&rsquo;re probably going to want to be thinking about adding Alerts to your workflow. It&rsquo;s easy to do, once you think of it &hellip; check out the article on <a href="https://www.infowisesolutions.com/training/email-approvals/create-email-alert">Alerts</a> for more information. And what about capturing history of changes? Why is reapproval needed? How many times did a certain item change status? Once again, it&rsquo;s an easy thing to set up, as the article <a href="https://www.infowisesolutions.com/training/actions/create-a-history-section">Creating a History Log</a> documents. I&rsquo;m a visual guy, so I like to see process maps drawn up with &ldquo;swim lanes&rdquo; showing the different departments or individuals who have parts in the overall workflow. I think that&rsquo;s a time investment that&rsquo;s really worthwhile. <img src="https://storage.infowisesolutions.com/images/postimages/philgold/(1)_2008-04-07_Information_Management-_Help_Desk.jpg" alt="Sample process map" width="350" height="269" />&nbsp; <span style="color: #993300;"><em>A sample process map, courtesy Wikimedia Commons</em></span> I also advocate that you touch base with all those actors and get their input on the process. You shouldn&rsquo;t try to do all this work in a vacuum &ndash; all those other people will be affected by any automation or changes you build into the workflow, and if you surprise them with a bunch of extra steps my guess is at least some of them will not be pleased. They also probably have perspectives on where the workflow needs to be smoothed out or built up &ndash; they&rsquo;re the ones who are experiencing it, so they&rsquo;ll be the right ones to tell you where the problems and opportunities are. The best news is that you can take it slow &ndash; build individual steps one at a time with Ultimate Forms, and edit or replace them as you continue to evolve your process. Rome, and the perfect workflow, was not built in a day!https://www.infowisesolutions.com/blog/approval-workflows-require-thoughtPhil GoldTuesday, September 4, 2018https://www.infowisesolutions.com/blog/approval-workflows-require-thoughtAn Enterprise’s Guide to Implementing Business Process ManagementContinuing with our series of blogs touching different aspects of an enterprise&rsquo;s digital transformation, we have already understood digital maturity, business process mapping, customer experience mapping, rapid application development, design thinking, and choosing the right cloud platform for your DT process. Next up, we have business process management aka BPM which we will seek to explore as a concept and its implementation in this blog. <h2>So, without further ado, let&rsquo;s start with the definition.</h2> Business process management is &ldquo;a <a href="https://online.seu.edu/what-is-bpm-business-process-management/">discipline</a> involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers, and partners within and beyond the enterprise boundaries,&rdquo; In other words, it is an on-going process to streamline and optimize processes within an organization&rsquo;s operational fabric and entails a systematic approach to tying all of those processes in a specific and optimized workflow. The underlying objectives driving business process management include maximizing efficiency, minimizing errors and facilitating seamless communications.<br /><br /> <h1>Business Process Management: What it is -- What it&rsquo;s not?</h1> Being more of an umbrella term with a variety of processes in its fold, business process management is often stigmatized with assumptions and perceptions that may or may not have anything to do with what it actually is. The misassumptions are also there because there&rsquo;s no single, hard-and-fast way of practicing BPM and therefore, no demarcation to define the scope and domain of business process management. However, in order to implement and leverage it for maximum outcomes, let&rsquo;s get to understand what it is and what it&rsquo;s not. <h3><strong>Business process management <u>IS</u>: </strong></h3> <ul> <li>a cyclic process, an on-going activity</li> <li>about streamlining process</li> <li>focused on the Kaizen approach, that is, to bring about constant improvements in a process</li> <li>is performed by people responsible for improving processes</li> <li>geared towards eliminating loops and errors from operations and maximizing efficiency and productivity</li> </ul> <h3><strong>On the contrary, business process management IS <u>NOT</u>:</strong></h3> <ul> <li>a product</li> <li>taking part in a process</li> <li>suggesting improvement</li> <li>about application hosting</li> <li style="text-align: left;">a market niche</li> </ul> <p style="text-align: left;">the execution of a process application <p style="text-align: center;"><br /><br /><em>-----------------------------------------------------------------------</em> <p style="text-align: center;"><em>Since the whole premise of business process management revolves around improving processes for maximum efficiency and gains, it has become crucial for businesses for the success of their transformation initiatives, and to achieve a higher level of performance, efficiency, and returns.</em> <p style="text-align: center;"><em>Other than that, business process management also helps boost the level of customer satisfaction, employee morale, and agility and leverage it to your strategic business advantage. By increasing efficiency and returns, business process management is the ultimate win-win approach for a successful digital transformation.<br />-----------------------------------------------------------------------<br /><br /></em> <h1>Choosing the right technology for business process management</h1> Business process management is an essential constituent of digital transformation. However, its practical implementation and results depend a great deal on the tools and technology you are using.&nbsp; Choosing the right set of applications and tools will allow you to scale up and leverage business process management to your advantage. At Infowise, we have been facilitating the DT endeavors for enterprises through our smart, intuitive, and innovative technology. We have a variety of products to our credit, including our flagship product UltimateForms for SharePoint. <p class="MsoNormal"><a title="Infowise UF" href="https://www.infowisesolutions.com/ultimate_forms">Infowise&rsquo;s SharePoint application</a> is a unique tool for rapid application development that allows enterprises to create and scale and customize systems for routine procedures such as <a title="audit Management" href="https://www.infowisesolutions.com/solutions/audit-management-system">Audit Management</a>, <a title="RFP lifecycle Management" href="https://www.infowisesolutions.com/solutions/rfp-management-system">RFP lifecycle Management</a>, <a title="Project Management" href="https://www.infowisesolutions.com/solutions/project-management">Project Management</a>, <a title="Lead Management" href="https://www.infowisesolutions.com/solutions/lead-management-system">Lead Management</a> and email-driven business processes. These tools allow you to implement business process management as well as workflow automation and take your DT initiatives to deliver at a higher level of performance and efficiency. &nbsp; &nbsp; &nbsp; <h2><br /><br /></h2>https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-implementing-business-process-managementAmir ShingrayThursday, August 30, 2018https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-implementing-business-process-managementEmploying Rapid-Application Development (RAD) for a Successful Workflow Automation If you are running a business enterprise and trying to keep up with the competition in today&rsquo;s tech-driven, fast-paced business world, you either go fast &ndash; actually, faster than the rest &ndash; or, go home! Speed, with timing, is the ultimate mantra to survive the great game of innovation and digital business transformation. However, this need for speed, while continuously staying focused on cutting costs and streamlining operations, creates a lot of pressure for enterprises to adopt, implement, and leverage technology, in pursuit of their transformation goals. And in order to maintain the equilibrium between both, enterprises need to embrace approaches, techniques, and methodologies that are scalable, agile and help design solutions in real time. As affirmed in a study by Gartner, for organizations to succeed in digital transformation, IT teams must modernize tools and processes to deliver high-quality applications with greater agility. Rapid application development (RAD) is quickly becoming a necessity to meet the demands of this new paradigm. <h1>Rapid Application Development &ndash; Understanding the concept</h1> According to the <a href="https://en.wikipedia.org/wiki/Rapid_application_development">definition</a>, Rapid-application development (RAD) is both a general term, used to refer to adaptive software development approaches, as well as the name for James Martin's approach to rapid development. In general, RAD approaches to software development put less emphasis on planning and more on an adaptive process. Prototypes are often used in addition to or sometimes even in place of design specifications. In simple words, rapid application development emphasizes jumping right off into working out an application, rather than spending ample time on pre-development r&amp;d. With more work and fewer talks, rapid application development involves adequate testing on the go and delivers high-quality application solutions required for your DT initiatives. &nbsp; <h1>Rapid Application Development for Digital Transformation</h1> Many organizations are still resorting to the old-school application strategy &ndash; that is, custom developing every new application from the get-go or reaching out to third-parties to buy off-the-shelf solutions. This involves a lot of time, research, and resource planning &ndash; and amidst it all, kills the core driving factor of digital transformation, that is, speed! The result &ndash; they end up among the laggards! Here are some benefits enterprises with a rapid application development strategy in place are reaping: <ul> <li><strong>Centralized application development &ndash;</strong> RAD allows you to develop applications on a single, holistic, central platform, thereby tackling IT sprawl head on, with higher efficiency.</li> <li><strong>Real-time solution rollout &ndash;</strong> With RAD, you can effectively design and deliver solutions in real time, for needs and issues as they arise.</li> <li><strong>Data and content integration &ndash;</strong> Through rapid application development, you can effectively minimize data silos by configuring all of your application on a single, central platform, thereby eliminating the loops and gaps within your data and IT fabric.</li> <li><strong>Delivering to the continually changing needs of your clients and stakeholders &ndash;</strong> the solutions designed through rapid application development are highly scalable, with ultra-efficient point-and-click reconfigurability.</li> </ul> &nbsp; <h2>Verdict &ndash;</h2> The immense benefits of rapid application development will soon make it a requisite for an enterprise&rsquo;s digital transformation initiatives, driven by the increasing demand for applications with embedded content and intuitive user interfaces. It won&rsquo;t be long when rapid application development becomes a critical success factor driving the segregation between technology leaders versus laggards. &nbsp; <h2>Rapid Application Development &ndash; how to go about?</h2> Like we mentioned earlier, timing is the key to a successful digital transformation. It&rsquo;s about time you move past the dilemma of &lsquo;to build or not to build&rsquo; and adopt a RADical approach to catalyze your transformation initiatives. At Infowise, we leverage advanced technology to create smart tools to help you implement a rapid application development strategy in place. Aside from the ones discussed above, our solutions offer the following benefits to facilitate a soft, segueing transition to rapid application development: <ul> <li><strong>Code-free development</strong></li> </ul> Our rad tools such as UltimateForms for SharePoint makes easy to work fast in an agile method and create a fully operational prototype for rapid testing, disruptions, and execution <ul> <li><strong>Real-time prototyping and disruption</strong></li> </ul> Our RAD tools facilitate rapid prototyping for business processes and make the best bet for disruptors team to have products out for testing in no time. <ul> <li><strong>Template stocks for rapid customization and scalability </strong></li> </ul> We have extensive inventories of business solution templates that allow fast-track product testing and can be repurposed or scaled as per the changing needs of your clients, enterprise or stakeholders. &nbsp; At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product <a title="Download 30-Days Free Trials" href="https://www.infowisesolutions.com/" target="_blank" rel="noopener">Infowise UltimateForms</a> Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.https://www.infowisesolutions.com/blog/employing-rapid-application-development-(rad)-for-a-successful-workflow-automation-Amir ShingrayFriday, August 24, 2018https://www.infowisesolutions.com/blog/employing-rapid-application-development-(rad)-for-a-successful-workflow-automation-Understanding Business Process Mapping and Its Significance in an Enterprise’s Digital TransformationIf you think business process mapping is one of the recent trends that have evolved in the world&rsquo;s wake for digital, you&rsquo;re wrong. The concept dates back to early 1920s when Frank Bunker Gilbreth, a veteran industrial engineer, and efficiency expert designed the process flowchart for American Society of Mechanical Engineer. The process flowchart was designed to eliminate loops and redundancies from different processes and operations and streamline the tasks involved in a process to increase efficiency. Since work efficiency was a burning issue in that era of industrial revolution, the concept was highly applauded. From then on, efficiency experts and strategy makers started implementing the idea, after customizing it to the requirements of their own processes. Hence evolved process mapping and a century later, BMP or business process mapping has become an integral component of business process workflow automation &ndash; and digital transformation, in the larger scheme of strategic implementation.&nbsp; <h1>Business Process Mapping &ndash; digging into the concept</h1> As per standard <a href="https://www.smartsheet.com/essential-guide-business-process-mapping">definition</a>, Business process mapping, a component of Business Process Management (BPM), is a framework used to create visual representations of work processes. Business process mapping shows the relationship between the steps and inputs to produce an end-product or service and is are concerned with what a business does, why it does what it does, what the standard is for success, who is responsible, and when and where different steps will occur. In layman terms, it is a template-based task of standardizing the way a process should be performed and in the bigger scope, defines what a business does, the chain of command, and a parameter to measure the efficacy and efficiency of a process. Business process mapping involves some essential components that include: <ul> <li><strong>Process </strong>&ndash; the entire workflow from initiation till completion</li> <li><strong>Tasks</strong> &ndash; the breakdown of the entire process or operation into smaller, standalone functions</li> <li><strong>Flow</strong> &ndash; a segway of different tasks, defined by arrows and connecting lines</li> <li><strong>Events</strong> &ndash; the triggers or cues that cause a process to start, pause, continue, redirect or end</li> <li><strong>Gateways</strong> &ndash; agile decisions that tend to alter the course of a process</li> <li><strong>Participants</strong> &ndash; the individuals involved in process operation, with assigned roles</li> </ul> &nbsp; Over the course of time, and especially during the past decade, business process mapping has seeped into the administration, strategic, and operational fabric of an enterprise&rsquo;s setting.&nbsp; Regardless of the size and industry, organizations are using business process mapping for a variety of functions such as sales, audits, cost management, business process workflow automation, change management, crisis response and control, automation, initiating innovation, and to measure the outcomes of a task or process. More specifically, it is being implemented and used for internal audits, standardizations, automation and upgrading, internal and external communications, training and organizational development, and compliance with international organizations such as ISO 9001 and Sarbanes-Oxley Act 2002 &ndash; in public as well as private sector organizations alike. <strong><em>But&hellip;</em></strong> <h1>Why is business process mapping important for an organization?</h1> Let&rsquo;s find out. Business process mapping, in the larger scheme of DT, has emerged as a critical success factor for businesses &ndash; out of intensifying market competition and the global leap towards digital. It has become ever more crucial for businesses to create user-centric processes aimed at creating opportunities form both operational and user experience standpoint, and streamlining various task, operations. That is in addition to the need to develop and foster an efficient workflow system. Business process mapping is important for: <ul> <li>Smooth and efficient inductions and onboarding new employees</li> <li>Efficient, on-point communications, for delegating tasks</li> <li>To keep the stakeholders in the loop</li> <li>Innovation, re-engineering, improvement, and upgrading of processes</li> </ul> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product <a title="Infowise UltimateForms for SharePoint" href="https://www.infowisesolutions.com/">Infowise UltimateForms</a> Power Suite contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/understanding-business-process-mapping-and-its-significance-in-an-enterprise%E2%80%99s-digital-transformationAmir ShingrayMonday, August 20, 2018https://www.infowisesolutions.com/blog/understanding-business-process-mapping-and-its-significance-in-an-enterprise%E2%80%99s-digital-transformationUnderstanding Your Organization’s Digital Maturity So far, in our on-going series of blogs about digital transformation, we sought to understand DT as a concept, its premise, need and scope of implementation in private and public sector as well as the ways, means, and technologies involved in an enterprise&rsquo;s DT initiatives. We identified that digital transformation, being a not-so-specific umbrella term is often perceived as similar to automation or digitalization. Which calls for a need to explore a few aspects of the process, such as digital maturity, as standalone concepts that can be gauged during in an enterprise&rsquo;s overall digital transformation journey. In this blog, we will understand the role of digital maturity in driving the DT initiatives in an organization. But first, let&rsquo;s understand&hellip; <h1><em>&hellip;what is Digital Maturity&nbsp;&nbsp;</em></h1> According to <a href="https://sloanreview.mit.edu/article/digital-maturity-not-digital-transformation/">standard definition</a>, digital maturity draws on a psychological definition of &ldquo;maturity&rdquo; that is based upon a learned ability to respond to the environment in an appropriate manner. Digital maturity is about adapting the organization to compete effectively in an increasingly digital environment. In simple words, digital maturity is about integrating technology into the very core of your organization&rsquo;s strategy. Since the digital transformation is no more a matter of choice but a requisite, organizations have taken to undergoing the great leap towards digital. However, in this bandwagon, what really differentiates leaders from laggards is the level of digital maturity they have acquired. As in, are they inclined towards automating their previously manual tasks or are taking it deeper by embedding it into the very roots of their strategic planning and implementation? Digital maturity is an organization&rsquo;s ability to leverage technology to their strategic advantage, in lieu of a mere business process and workflow automation. &nbsp; <strong>This leads us to our next question&hellip;</strong> <h1>How to gauge your organization&rsquo;s digital maturity?</h1> A global study conducted by Deloitte and MIT Sloan Management Review that involved around 3500 managers and 15 C-suite executives revealed five key characteristics of digitally mature organizations &ndash; the enterprises that are doing it better at digital transformation than the rest. These characteristics make for a good parameter to gauge the level of your enterprise&rsquo;s digital maturity and can be used as a foundation or template for your organization to achieve a higher level of digital maturity. Following are the attributes of digitally mature organizations: <ul> <li>They are continually planning and improving the way they organize and develop workforces, cultivate innovation, and fostering a thriving culture and experience.</li> <li>They are playing the long game. They are focused on leveraging technology as well as their core business capabilities to their optimum advantage through strategic planning that spans over larger horizons.</li> <li>In their penchant for innovation, they are constantly conducting small-scale experimentation and scaling the successful ones into organization-wide initiatives.</li> <li>Their organizational growth and developmental efforts are in sync with creating thriving cultures and environment as well as opportunities for each individual to enhance their digital acumen and skills.</li> <li>They seek to build a culture of leadership &ndash; and are focused on creating leaders possessing a mastery over tech-led transformation, and driven by a vision to leverage their resources to the enterprise&rsquo;s optimum advantage.</li> </ul> &nbsp; <h1>Time to prep up your workplace to achieve digital maturity</h1> Digital transformation allows businesses to leverage cloud virtualization, automation, optimization, mobility and the IoT to harness their strategic vision and goals. It helps you stay abreast of the changing tides of trends, and optimize strategies to respond effectively to the changing business needs. However, in order to leverage digital transformation to your ultimate advantage, you need to achieve digital maturity. <em>At Infowise, we help your organization become digitally mature! &nbsp;</em> We offer a wide range of smart, futuristic, and highly customizable technology ranging from ULTIMATEforms to scalable SharePoint applications. With a team of seasoned technology specialists and a legacy of transforming hundreds of laggards into leaders, we facilitate your transformation initiatives and help elevate your business to its utmost potential.https://www.infowisesolutions.com/blog/understanding-your-organization%E2%80%99s-digital-maturity--Amir ShingrayWednesday, August 15, 2018https://www.infowisesolutions.com/blog/understanding-your-organization%E2%80%99s-digital-maturity--Design Thinking – The Key to Effective Automation and Digital Transformation A lot of enterprises undergoing digital transformation are by and large geared towards the automation aspect of digital transformation. In fact, there is this general perception that digital transformation is all about automating your otherwise manual tasks for better performance and efficiency. However, the fact of the matter is that digital transformation is an umbrella term for various strategic processes and initiatives, such as business process workflow automation, cloud setups, remote accessibility, customer journey mapping, data analytics, information governance, infrastructure transformation. Design thinking is a crucial aspect of DT that can leverage the potential and efficacy of all other aspects of digital transformation. Before we proceed to understand how design thinking can optimize your DT endeavors, let&rsquo;s get to the basics first. <h2>Understanding Design Thinking as a Concept</h2> Tim Brown, CEO IDEO and the author of Change by Design <a href="https://hbr.org/2008/06/design-thinking">explains</a> Design Thinking as: <em>&ldquo;a discipline that uses the designer&rsquo;s sensibility and methods to match people&rsquo;s needs to what is technologically possible and a viable business strategy (to) convert into customer value and market opportunity.&rdquo;</em> Simply put, design thinking is the humanized facet of digital transformation, an iterative, intricate and collaborative approach to getting to the root of an issue, resolving problems, exploring new opportunities and meeting the unmet needs and expectations of your stakeholders. It is an action-driven and solution-oriented thinking methodology that is explicitly iterative, agile, and fuels innovation. As <a href="https://info.microsoft.com/ww-landing-DynSales-Ray-Wang-Interview-ebook.html?lcid=en-us">stated</a> by Ray Wang, Founder, CEO and Principal Analyst at Constellation Research, <em>&ldquo;The key part of design thinking working is diversity,&rdquo; says Wang, &ldquo;but not in the traditional sense of race, religion, or gender. In this case, it&rsquo;s about disciplines. Accountants, architects, authors, artists &ndash; they all think differently. When you put them in a room, and you&rsquo;re trying to solve the same problem, they come up with different angles. It&rsquo;s the intersection of these different disciplines that spark innovation.&rdquo;</em> &nbsp; The whole premise of design thinking is weaved around one key objective. If anything is possible, design a solution to make it happen. And, dig down into research and analysis to identify what a great, optimized and streamlined solution would look like. &nbsp; <h2>Implementing Design Thinking &ndash; Key Considerations</h2> Design thinking process for digital transformation starts with the following four considerations: <h2>What is?</h2> The first step that sets the course of a design thinking process is to identify the &lsquo;what is.&rsquo; This step kickstarts the design thinking process by diving deep into the current reality and developing a deep understanding of the current issues and challenges your stakeholders are currently facing. This intricate attention to reality, as experienced by the stakeholders, and not just gathered by quantitative numbers, helps unveil unarticulated needs. Something that adds value and gives us new insights into what your stakeholders truly want even if they don&rsquo;t know. This is the secret recipe for creating innovative solutions. The principal objective here is to identify the point of value creation. <h2>What if?</h2> Armored with all the insights gathered through conducive research and having found the pivot for value creation; the next step is to explore new possibilities, opportunities as well as uncertainties and potential setbacks that might arise. At this step of design thinking process, we see to picture the desired future in our mind by leveraging the possibilities gained through insights gathered in the first stage. <h2>What wows?</h2> The ideas, opportunities, and possibilities for innovation and creating value gathered in step 2 are sifted and scrutinized in step 3 to identify which of them has the wow element &ndash; in other, which ideas have the potential to hit the sweet spot, resolve the issue, optimize the flow and also, generate returns. This process involves an iterative scientific method to work through ideas, speculations, hypothesis, and outcomes. <h2>What works?</h2> The final step of a design thinking process is to pick the one best solution that factors in the best of every potential opportunity and creating a low-fidelity prototype. The first prototype is then put up for trial for stakeholders and after soliciting and incorporating their feedback, turned into a high-fidelity prototype. This final prototype serves as a template for developing and implementing an innovative solution.&nbsp; <h2>How Design Thinking Adds Value to Your Digital Transformation Initiatives</h2> Design thinking and digital transformation share the same focus &ndash; optimizing processes and workflows through innovative solutions to meet the unmet, unarticulated needs and deliver value. By employing an empathic and reflective thought process and a solution-focused approach, an enterprise can elevate the potential efficacy and outcomes of their digital transformation initiatives to whole new levels of performance and profitability. Design thinking is fast becoming the key catalyst for a successful digital transformation. It makes it convenient for enterprises to leverage modern technology to its best and design and implement innovative solutions. It allows an enterprise to interact with their audience in a more sophisticated way and deliver solutions that not just meet their expectations and needs but are up to par in terms of performance, efficiency and profitability. Above all, design thinking in digital transformation initiatives allows seeks ways to deliver value to your stakeholders and makes them feel valued.&nbsp; &nbsp; <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and futuristic tools, software and applications. Our product Infowise UltimateForms Power Suite contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> &nbsp;https://www.infowisesolutions.com/blog/design-thinking-%E2%80%93-the-key-to-effective-automation-and-digital-transformation-Amir ShingrayThursday, August 9, 2018https://www.infowisesolutions.com/blog/design-thinking-%E2%80%93-the-key-to-effective-automation-and-digital-transformation-Why Use View Permissions<h3>View Permissions can be handy but may not provide the security you think.</h3> A nifty feature in Infowise that's not available in out-of-the-box SharePoint &ndash; you can hide views so that they are only available to specific people or permission groups. It's extremely easy &ndash; but if you&rsquo;re looking to secure information, it might not be the right tool to use. Here&rsquo;s an example &ndash; In this list, I want to restrict the salesman&rsquo;s commission information to the managers &ndash; I don&rsquo;t want the salesmen comparing their earnings. The only view with the information is the Manager&rsquo;s view. <img src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-08-06_10-24-50.png" alt="" width="700" height="243" /> Using the <strong>View Permissions</strong> functionality, I restricted this view to only people in the Sales Manager permission group. <img src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-08-06_10-37-27.png" alt="" width="700" height="415" /> But although salesmen can&rsquo;t see the View that contains the commission information, it would still be visible to them if they created a new View or modified an existing one. The <u>data itself</u> is not restricted, only the one view we specified. What you'd really need to do here to make sure the information is locked down is to hide the <u>COLUMN</u> containing the information from everyone but the selected audience. Luckily, this is another bit of functionality that Infowise provides &ndash; see the articles on <strong><a href="https://www.infowisesolutions.com/training/advanced-column-permissions/introduction" target="_blank" rel="noopener">Advanced Column Permissions</a></strong>. But if that&rsquo;s the case, why bother with View permissions? My opinion is that View permissions are much more about customizing and simplifying the user experience than they are about securing information. What I&rsquo;ve experienced, especially for large lists with lots of different audiences using lots of different views, is that people get confused about where they&rsquo;re supposed to be looking. View permissions are part of the way that I reduce the choices and help guide audiences to the specific information they&rsquo;re after. Yes, this requires more work: <ol> <li>You need to spend the time understanding who your different user audiences are and what they use information for.</li> <li>You need to create security groups that map to the audiences.</li> <li>You need to create Views that return the right results.</li> <li>You really ought to stage those views on pages designed for the audiences and have quick navigation paths to them.</li> </ol> &nbsp; But something I will constantly repeat &ndash; you must build your SharePoint site with the needs of the end users in mind. Once you&rsquo;ve done the steps above, setting View permissions is just one last task, but one which can make a big difference in the user experience. If there are 30 different views to choose from, some users are going to wind up clicking through them one by one, trying to find the combination of results they&rsquo;re looking for. What I suggest is that you create View permissions so that each audience sees only the views that are pertinent to them. And, if it turns out that someone needs a bit more, I&rsquo;d consider modifying the existing views first, unless it exposes information that will confuse people or create spin. If they need a view you haven&rsquo;t included in their permission group, consider adding them to the group that has that view &ndash; or even creating a new revised group and adding them to that &ndash; before expanding the view permissions for the existing group. <strong>Bottom line:</strong> Taking the necessary amount of time and effort is critical to creating a site that will provide the audiences what they need, when they need it. For more detailed instructions, check out <strong><a href="https://www.infowisesolutions.com/training/views-and-view-customization/creating-view-permissions" target="_blank" rel="noopener">Creating View Permissions</a></strong> in the Tutorials. &nbsp;https://www.infowisesolutions.com/blog/why-use-view-permissionsPhil GoldThursday, August 9, 2018https://www.infowisesolutions.com/blog/why-use-view-permissionsCustomer Journey Mapping for Successful Workflow AutomationThere&rsquo;s no denying to the fact that business process workflow automation has become a strategic requirement for enterprises of today in their ultimate digital transformation endeavor, regardless of their size or industry they operate in. However, contrary to general perception, business process workflow automation is not just the process of automating your otherwise manually-performed operations. This is a strategic endeavor that requires a 360-degree digital overhaul of your enterprise and therefore, has an impact on not only your processes but also your stakeholders. &nbsp; <h4 style="text-align: center;">It is important to understand that the key to successful business process and workflow automation is the inclusion of all of your stakeholders &ndash; including your clients, strategic partners, vendors, suppliers, and most importantly &ndash; your customers!</h4> <p style="text-align: center;">&nbsp; The core premise of automation revolves around improving efficiency by simplifying processes. Many organizations, in their business process automation and DT initiatives, only focus on digitizing processes at their end only, paying little to no attention to how it can be leveraged to optimize a customer&rsquo;s journey and provide them a seamless and hassle-free experience. This is a major pitfall and one of the reasons why so many enterprises end up reaping no profitable outcomes out of their automation and transformation endeavors. While implementing a business process workflow automation initiative, make sure that the innovation team focuses on mapping out customers&rsquo; journey, including all of its bottlenecks and pain points, to make sure that the newly developed and deployed automation process removes redundancies, improves operational efficiency and provides your users with an unparalleled experience throughout. Remember, more than the quality of your products and your service efficiency, it&rsquo;s the experience you offer to your customers that makes or breaks the deal. The more efficient, smooth and seamless your customers&rsquo; experience, the more they will keep on coming back to you. Now that you understand the role customer journey mapping can play for you, let&rsquo;s jump to the basics: <h1>Process Mapping vs. Customers Journey Mapping</h1> Process mapping, customer journey mapping, and customer experience mapping are often used interchangeably for their close relationship. However, despite being interlinked, they are not entirely the same. <h2>Process Mapping</h2> <a href="https://cedu.niu.edu/~bailey/ftf564/pmapping.pdf">Process Mapping</a> is the technique of using flowcharts to illustrate the flow of a process, proceeding from the most macro perspective to the level of detail required to identify opportunities for improvement. Process mapping focuses on the work rather than on job titles or hierarchy. In simple words, a process map is a comprehensive and intricately detailed blueprint of various tasks constituting a process and is solely designed to focus on work, process flow, and the output. <h2>Customer Journey Mapping</h2> As per standard <a href="https://hbr.org/2010/11/using-customer-journey-maps-to">definition</a>, a customer journey map is a very simple idea: a diagram that illustrates the steps your customer goes through in engaging with your company, whether it be a product, an online experience, retail experience, or a service, or any combination. Simply put, a customer journey includes all the touchpoints of a process map where your customer interacts with your process map. The level of interaction, the ease of accessibility, functionality, and usability of the process will altogether form the customer experience. And as we mentioned before, customer experience is what drives their purchase decision. &nbsp; <h1>Why Customers Experience Mapping is the way to go<br /><br /></h1> <h2>&bull; Opens opportunity for innovation</h2> In your strategic endeavors in pursuit of business process automation and digital transformation, customer journey mapping will open new whole new arenas for automation, innovation, and optimization. It allows you to understand your processes and operations from the customers&rsquo; perspective, thereby making it convenient for you to identify new opportunities and ideas to streamline the journey and optimize their experience. <h2>&nbsp;&bull; Opens communication between service providers and customers</h2> When you take customers onboard as a stakeholder, it helps foster communications leading to better understanding and sharing of opinions. This direct and real-time communication provides you with insights into your customers&rsquo; expectations, using which you can leverage automation and DT technology to your ultimate advantage. <h2>&bull; Opens new business opportunities</h2> Mapping customer journey allows you to grasp the intricacies of your process map, from the end user's perspective and analyze how different touchpoints can be optimized for maximum usability and efficiency. This thorough knowledge of your processes also drives innovative design thinking, opening up new business opportunities and allowing you to stay a step ahead of your competition. <h2>&bull; Allows for optimizing and improving the experience as continuum and consecutiveness dictates</h2> Mapping customer journey and experience in tandem with your enterprise&rsquo;s processes and workflow automation initiatives makes it convenient for you to experiment, innovate and improve your processes in the continuum, thereby achieving increased efficiency, scalability, and profitability. &nbsp; <em>At Infowise, we are serving as a strategic technology partner, assisting public and private enterprises in their digital transformation endeavors with our code-free, cost-effective software package. Our flagship product <a title="UF" href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em>https://www.infowisesolutions.com/blog/customer-journey-mapping-for-successful-workflow-automationAmir ShingrayFriday, August 3, 2018https://www.infowisesolutions.com/blog/customer-journey-mapping-for-successful-workflow-automationAllow me to introduce myself ...<img style="margin: 10px auto; display: block;" src="https://storage.infowisesolutions.com/images/postimages/philgold/Phil%20Gold%20portrait_LYNDA_61009-lil.jpg" alt="Phil portrait" width="700" height="467" /> <p style="text-align: justify;">As the newest component of the Infowise training resources, I thought I&rsquo;d take an opportunity to share a little bit about my background. <p style="text-align: justify;">I'm a long-time communications and training professional who has worked with SharePoint as a user, as a site owner and developer, and as an instructor. Working with everyone from small start-ups to Global 500 companies, I've spent years helping people worldwide get the most out of their SharePoint experience. I had the good fortune to start using Infowise as a solution about five years ago, and I love the way it enhances SharePoint functionality &ndash; and, how it provides solutions for some things Microsoft missed! <p style="text-align: justify;">My last formal position was as the Global Technology Training Manager for NIKE, Inc. In that role, I had opportunities to teach SharePoint and other technologies on four continents, both in person and virtually. I was also the creator of the Nike IT Internal Communications department; up until that point, there was no dedicated channel for IT to share information about projects and technologies with the business. <p style="text-align: justify;">Oddly enough, although I&rsquo;ve grown up with technology all my life (my father was a computer engineer in the old days, and I remember playing with punch cards as a kid), I don&rsquo;t consider myself as a &ldquo;technical&rdquo; person &ndash; my early career was in customer service and administrative management. However, I was always the local super-user and typically the one who wrote the documentation, and that morphed naturally into my eventual training trajectory. <p style="text-align: justify;">Because I don&rsquo;t have a formal tech background, I&rsquo;ve always found it easy to &ldquo;translate&rdquo; tech-talk into plain language that a non-technical person can follow. I'm also especially proud of my ability to help people understand the "Why?" behind the "How?" when it comes to creating solutions that help the end-user. <p style="text-align: justify;">As far as personal details go, I&rsquo;m originally from Los Angeles. Of course, <u>my</u> Los Angeles was horse ranches and orange groves; I don&rsquo;t recognize the place anymore. My wife and I have mostly lived in the greater Portland, Oregon area since 1990. I&rsquo;m a semi-talented musician and artist, a lover of good food, and a dedicated traveler &ndash; we make regular trips to Iberia, and plan to retire in Portugal eventually. <p style="text-align: justify;">I'm a published author of courses on LinkedIn Learning, both for SharePoint and other topics. You can see my classes at <span style="color: #0000ff;"><a style="color: #0000ff;" href="https://www.linkedin.com/learning/instructors/phil-gold">https://www.linkedin.com/learning/instructors/phil-gold</a></span>; there will be more to come, so check back. You can also find my last two self-produced &ldquo;albums&rdquo; online on Amazon, iTunes, and Spotify &ndash; look for &ldquo;therealphilgold,&rdquo; and enjoy!https://www.infowisesolutions.com/blog/allow-me-to-introduce-myself-...Phil GoldTuesday, July 31, 2018https://www.infowisesolutions.com/blog/allow-me-to-introduce-myself-...Choosing the Right Cloud Platform for Your Enterprise’s Digital Transformation <h1>Taking the Leap &ndash; Choosing the Right Cloud Platform for Your Enterprise&rsquo;s Digital Transformation</h1> &nbsp; Using cloud technologies has become a must for startups and pressingly crucial for legacy businesses. With the evolution of digital transformation and the ultimate need for businesses to embrace a complete 360-degree digital overhaul, cloud technology too is advancing and at a good pace. The great transition from physical to cloud-based platforms is being observed in the public and private sectors alike. However, as enterprises are desperately seeking to hop on to the bandwagon of digital transformation, they need to understand that all technologies are not created equal. Although the core premise of digital transformation revolves around automation and mobility, the platforms and applications aimed to achieve DT would only serve their purpose if they are tailored to an enterprise&rsquo;s needs. For instance, a cloud platform that&rsquo;s faring well for a small to medium scale business may not suffice for the operational needs of a large enterprise. And this is not about the size of the business only &ndash; a lot of things need to be factored in while choosing technology for your digital transformation endeavors, to be able to achieve your strategic DT objectives. Here, we have sorted the criterion for you to choose the right cloud platform for your enterprise&rsquo;s digital transformation. <h1>Need Analysis</h1> All businesses, whether public or private and regardless of their size, are unique and have their distinct needs. You need to choose the technology that best caters to your enterprise&rsquo;s operational and strategic needs. And for that, all transformation initiatives should start with a thorough need analysis. You need to assess and analyze: <ol> <li>Type of data you will need to store</li> <li>The size and amount of data</li> <li>Security requirement</li> <li>Number of devices to be attached to the service</li> </ol> Once you have identified the need, the next step is to evaluate the budget you can allocate for your enterprise&rsquo;s transition to the cloud. With an idea about your needs and budget, you will be able to choose from cloud options that fit your needs as well as budget. <h1>Sort Through Your Options&nbsp;</h1> Cloud technology is now available in a variety of options, with varying features, costs and features. Now that you have identified your enterprise&rsquo;s needs and how much you can invest in the transition, it will become more convenient for you to sort through the options and pick the right cloud platform. Cloud platforms come in four distinct deployment options: <h2>Private Cloud</h2> A private cloud platform is a private, exclusive, and customized cloud platform for business. The enterprise owns the infrastructure and resources that are either located at the on-premise data center or a remote location from where it is managed and hosted by a third-party service provider. <h2>Public Cloud</h2> Public clouds are a robust cloud platform where all of the resources and technology (such as storage and servers) are owned, operated and operated by a third party. The service provider owns and manages the entire cloud infrastructure -- including hardware, software and all tools and applications &ndash; is shared by other enterprises called cloud tenants. <h2>Hybrid Cloud</h2> As the name implies, a hybrid cloud is a unique cloud platform that combines the critical attributes of public and private clouds. A hybrid cloud platform offers a higher degree of flexibility, scalability, and transfer of applications and information between public and private clouds. <h2>Multi-cloud</h2> Multi-cloud is a specialized cloud setup that allows you to use different applications on different clouds, as in public cloud or on-premise cloud, whatever is more appropriate for the use and functionality of the application.&nbsp; &nbsp; <h1>Assess the Features of the Chosen Platform</h1> An understanding of your needs as well as the intricacies, features, and downsides of different cloud platforms will help you make the right decision of choosing a cloud technology that best fits your business. However, before you lock your pick and go about looking for a cloud service provider, assess it for the following features and functionalities: <ul> <li>The level of security it offers</li> <li>Compliance</li> <li>Architecture</li> <li>Scalability</li> <li>Manageability</li> <li>Service Levels</li> <li>Support</li> <li>Cost-effectiveness</li> </ul> &nbsp; <em>At Infowise, we are serving as a technology partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart and code-free tools, software and applications. Our flagship product Infowise UltimateForms Power Suite contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation and problem-free road to a successful digital transformation.</em>https://www.infowisesolutions.com/blog/choosing-the-right-cloud-platform-for-your-enterprise%E2%80%99s-digital-transformation-Amir ShingrayTuesday, July 31, 2018https://www.infowisesolutions.com/blog/choosing-the-right-cloud-platform-for-your-enterprise%E2%80%99s-digital-transformation-A Guide to Digital Transformation for Government Agencies <h1 style="text-align: center;">A Government Agency&rsquo;s Guide to Successful Digital Transformation</h1> <h3 style="text-align: center;">&nbsp;</h3> <h3 style="text-align: center;">Digital Transformation has become the catalyst for success, for the private and public sectors alike. It is no more an option, but a requisite and the way forward!</h3> &nbsp; Traditional paperwork will never completely disappear from government processes, or even from private sector enterprises for that matter. In fact, the whole premise of this rapidly advancing digital revolution revolves around automating processes and making them more efficient and streamlined &ndash; regardless of whether or not it includes paperwork. This is why the leading digital solutions have no problem accommodating paper-based tasks in addition to digital tasks. Since technology is devoid of the categorization of public and private sectors, or diversified industries or the size of organizations or enterprises, the trend is universal and effectively bringing about improvement in quality, production, and efficiency all across the globe. Although the private sector is perceived to be more inclined towards digitization, the government sector has realized that the toll of technology is inevitable and in order to stay abreast of advancing trends, they need to undergo a digital overhaul. Here is an <a href="https://www.forbes.com/sites/danielnewman/2017/06/29/top-6-digital-transformation-trends-in-government/#15353e327efc">insight</a> into how digital transformation is making waves and disrupting the operational status-quo in government institutions &ndash; at federal and state levels alike. <h2>- Automation&nbsp;</h2> Automation is one of the most common digital trends in government agencies and is being implemented to minimize the need for manual intervention in core operational and communication processes. <h2>- Internet of Things</h2> The Internet of Things is being embraced to create smart cities and digital urban infrastructure, with all structural components and terminals such as traffic lights, streets lights, traffic cameras, power distribution channels, and electricity grids interconnected.- <h2>- Security and Protection</h2> The government is implementing advanced technology to steer clear of cyber threats, more so because a significant part of their data constitutes sensitive and confidential citizen information. A slight breach in security may lead to a massive crisis. <h2>- Mobility</h2> Public sector institutions are seeking to adopt mobility and allow their employees to offer remote accessibility -- a function that was (and still is) solely attributed to private enterprises. <h2>- Data Collection and Analytics</h2> Big Data has become all the rage in government institutions and is being widely used to improve various facets of government and also in strategy, analysis and policymaking. <h2>- Virtual Governance and Administration</h2> As per a research, a good 65% of leading public sector organizations have an online platform in place to provide a personalized and convenient citizen experience. As per a <a href="https://newsroom.accenture.com/news/citizen-satisfaction-with-digital-government-services-doubles-in-two-years-accenture-report-shows.htm">survey</a>, around 85% of citizens expect the same or more from government digital service compared to commercial digital services. In an increasingly complex and interconnected world, where the pace of change is accelerating, governments know that they must re-invent the ways they do business. Whether this is through the partnerships they develop, the leadership techniques they employ or the skilled workforce they seek out, governments are facing the challenge of managing in uncertainty by focusing on becoming more agile in their operations. And for this, operational processes and workflow automation and ultimately, digital transformation has become the way forward. Here we have sorted a step-by-step approach to successful digital transformation for government agencies. <h2>1.&nbsp; Evaluate Your Current Level of Digital Maturity</h2> The first step to digital transformation starts with a thorough need and gap analysis, factoring in the internal and external facets and collaborations of your organization. Research, evaluate and identify the extent to which technology penetrates your operational fabric and how it has streamlined and optimized your communications, innovation, training and organizational development, HR and administrative processes, safety, security and internal workflows. Aside from the internal analysis, you need to assess the digital maturity of your organization in your interactions with external constituents and the level of ease of engagement experiences. Being a government agency, your external constituents by and large include public sector entities such as tax, licenses, legal, healthcare, citizenship, election, statistics, public utilities, and federal and state security departments. &nbsp; <h2>2.&nbsp; Take Constituents, Affiliates, and Subsidiary Agencies on Board as Strategic Partners</h2> Your constituents know what is a great user experience is about. After all, they deal with Amazon, Apple and Uber every day &ndash; the everyday technology that has set the bar really high in terms of user&rsquo;s feasibility, use, and engagement. Being a public sector entity, you need to take your external constituents and affiliates on the same page. This is because your digital operational upgrade will directly impact the way you interact, collaborate and communicate. Keeping them in the loop in this strategic endeavor will allow you to reap the optimum benefits of digital transformation. Here are a few key takeaways: <h3>Research</h3> <ol> <li>Analogous Data - let say a neighboring County or State, Country</li> <li>Peruse case studies of similar government agencies</li> <li>Create teams to study client (citizen) user experience journeys</li> <li>Create affinity managers to help with mapping our users' journey experience</li> </ol> <h3>Engage</h3> <ol> <li>Engage all leadership, and constituent</li> <li>Review the maturity model for government fit</li> <li>Map and prioritize opportunities for digitization</li> <li>Digitize processes from end to end</li> </ol> &nbsp; <h2>3.&nbsp; Start Smaller Agile Iterative Projects</h2> For digital transformation to happen, you need a team of technology enablers, innovators, and the go-getters. Set up agile teams solely dedicated to initiating and managing agile, iterative projects on a small scale. Kickstart from the edges, and gradually transgress through testing, fixing, scaling, and ultimately reaching the core. The gradual progression makes it convenient to adjust, troubleshoot and optimize a task or operation on the go while executing things in tandem. Not just that, it also allows you to identify the areas where streamlined workflows will deliver the most value through maximum efficiency, and reduced costs, malfunctions, and errors. Formulate a blueprint of your constituents and users&rsquo; journey and highlight the areas and issues automation will optimize and resolve. &nbsp; <em>&nbsp;<a title="Infowise Solutions Ltd." href="https://infowisesolutions.com/" rel="noopener">Infowise</a>, is a technology partner to public sector agencies in more than 18 countries assiting them in their quest for achieving an agile government. Our flagship product Infowise <a title="Ultimte Forms" href="https://www.infowisesolutions.com/ultimate_forms">UltimateForms</a> Power Suite contains more than 20 standalone SharePoint applications developed to give you the power to innovate, automate and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. </em>https://www.infowisesolutions.com/blog/a-guide-to-digital-transformation-for-government-agencies-Amir ShingrayFriday, July 27, 2018https://www.infowisesolutions.com/blog/a-guide-to-digital-transformation-for-government-agencies-Digitizing Your Organization’s Core <h2>&ldquo;A Guide to Get You Started with Your Enterprise&rsquo;s Digital Transformation.&rdquo;</h2> Digitization is the process of converting information into discrete units of data that can be individually addressed and assessed. Thanks to the rapid enhancements and upgrade in technology, the way businesses store and use information has changed. Digitizing an organization&rsquo;s core has become more of a need rather than a preference. Managers often find it difficult to get started with the process as the information stack is abundant and fragmented. <p style="text-align: left;"><strong>&ldquo;Adopting digital technology has become a must to keep up with an increasingly digital world.&rdquo;</strong> <h2>Digitizing your organization&rsquo;s core &ndash; an approach to help you out!</h2> A step by step guide to making the process of digitization easy and smooth for you. Start from the foundations and make your enterprise stand firm on the technological front. <strong>&nbsp;</strong> <ol> <li><strong>Identify your objectives for transformation &ndash; think big and think innovative: <br /></strong>Based on their digital maturity level every organization has a different priority and thus have different objectives. You may require an enterprise digital core to optimize infrastructure, improve promptness, flexibility, and cost-effectiveness. Any other business may require a digital core to facilitate digital customer and the end-user experience that helps in increasing customer loyalty and revenues. <br />Once you identify your objectives, get involved with an <strong>Internet of Things lab </strong>to have an insight into the possible ideas that can be implemented in your organization. You build the world around you, collaborate with your suppliers and your team to have better knowledge about the optimizations needed for your business.<br /><br /></li> <li><strong>Create a parallel but separate Disruptor agile teams: <br /></strong>An agile team is your best vehicle to develop an innovative plan to digitize the organization's core. This team works parallel but separate from your legacy team &ndash; coming up with new ideas to digitize the processes rather than following the current legacy conventions. This team is a cross-functional group representing the technical and architectural alignment of the organization &ndash; having everyone needed to devise a workable plan to elevate your enterprise&rsquo;s core. At this pilot level, the goal is to think innovative and think big.<br /><br /></li> <li><strong>Start from the edges, and move towards the core: <br /></strong>After devising a roadmap to execute your optimization plan, put the plan in effect on a smaller scale in your organization and pick a few scenarios to study how well has the plan worked. Work with your stakeholders, here being your clients for better users' experience and your team for operational excellence. Once you come across a right fit, you can scale and move into the organization's core in an iterative manner. This pilot helps you to study how a small scale optimization can generate positive results for your enterprise. Be it for the internet of things, cyber-security, human-machine collaboration or intelligence automation.<br /><br /></li> <li><strong>Collect sufficient data to prove that it works and promote your success: <br /></strong>Once you implement a pilot process, use a vigorous strategy to test the prototype and advocate the results achieved. You as a manager will have an edge due to the success of digitalization process you introduced and implemented by you in the organization. <br /><br /></li> </ol> <h2>&ldquo;Infowise brings you ULTIMATEforms to help you in bringing a digital revolution to your organization!&rdquo;</h2> Infowise provides you ULTIMATEforms with 100% no coding solutions to design any complex business application, customized as per your website's needs &ndash; saving your amelioration time. Our software immaculately works with SharePoint that widens its capacities and the agile prototyping helps you to minimize misunderstandings. You may gradually learn and improve on the optimization &ndash; aiding the innovation process. We offer reusable template library to produce packaged solutions, and our Premium Suite supports all Microsoft SharePoint platforms including Office365. All this comes with fantastic support that too at a cost-effective price! <strong>&nbsp;</strong> <strong>~</strong> &nbsp;https://www.infowisesolutions.com/blog/digitizing-your-organization%E2%80%99s-core-Amir ShingrayThursday, July 26, 2018https://www.infowisesolutions.com/blog/digitizing-your-organization%E2%80%99s-core-Use Actions to generate Excel documentsHi, We recently added the ability to export your printed data into Excel documents. Originally, you could print and expot to PDF. We received customers request to support Excel format as well. Our Print actions allows you to automate the print functionality and automatically convert list data into HTML or PDF documents that can be emailed, saved into a document library or added as list item attachments. This is a very easy way of generating and distributing reports or taking snapshots of your data. In the latest version, we added support for the Excel format as well. You can now choose the output format the action will produce and choose between HTML, PDF and Excel. Your existing actions will continue working as usual and do not need to be updated as all our settings are backwards compatible. You can modify your existing actions to use the Excel format or create new ones. The action uses the print templates you created (make sure the print template you use is set to be shared with all users). Both list-based and item-based print templates are supported. Note that if your items contain associated items, only item-based print templates will include those associated items, in list-based templates they will be ignored when exporting to Excel, but will still be visible in HTML and PDF formats. The feature is already implemented in the Office 365 version of the product and will be available to on-premises customers in the next release.https://www.infowisesolutions.com/blog/use-actions-to-generate-excel-documentsVladi GublerThursday, July 26, 2018https://www.infowisesolutions.com/blog/use-actions-to-generate-excel-documentsInfowise and the Data that Powers Your BusinessData is the lifeblood of any modern organization. <p style="padding-left: 30px;">&ldquo;Data, I think, is one of the most powerful mechanisms for telling stories. I take a huge pile of data and I try to get it to tell stories.&rdquo; &ndash;&nbsp;<em><a href="https://www.google.com/url?q=http://pricetheory.uchicago.edu/levitt/&amp;sa=D&amp;ust=1463700706976000&amp;usg=AFQjCNGpfBlp5knABAfU2AiiUoMB3Ewanw" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=https://www.google.com/url?q%3Dhttp://pricetheory.uchicago.edu/levitt/%26sa%3DD%26ust%3D1463700706976000%26usg%3DAFQjCNGpfBlp5knABAfU2AiiUoMB3Ewanw&amp;source=gmail&amp;ust=1532467853297000&amp;usg=AFQjCNEvydedOZPiPHzOgyvSPbVsPpMGmw">Steven Levitt</a></em><em>, Co-author of&nbsp;</em><em><a href="https://www.google.com/url?q=http://freakonomics.com/&amp;sa=D&amp;ust=1463700706976000&amp;usg=AFQjCNGN--jS1Wxz19iF3TC_JysSpZ7CUA" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=https://www.google.com/url?q%3Dhttp://freakonomics.com/%26sa%3DD%26ust%3D1463700706976000%26usg%3DAFQjCNGN--jS1Wxz19iF3TC_JysSpZ7CUA&amp;source=gmail&amp;ust=1532467853297000&amp;usg=AFQjCNEp_r4E8oNP-aJZZxriNU2z4dccOQ">Freakonomics</a></em> SharePoint is a MOUNTAIN of data. Lists and Libraries contain tons of metadata and pages can be used to tell your users stories. However, what good is data that is stuck in disparate systems?!?! What value add does unanalyzed data sitting in a database or SharePoint list provide to a business? In the modern IT environment, having the data is not enough. Lines of businesses need to analyze the data, find areas for improvement and share it with employees that are responsible for improving the metrics. By focusing an organization on its data and the insights it provides, you build your culture on the premise of continuous improvement. Knowing where you can improve your business is often the only difference between you and your competitor. In fact, whole software systems such as Tableau or Qlik are built around reporting data. <strong><u>Infowise Ultimate Forms and the Data that Powers Your Business</u></strong> Here at Infowise, we are excited to empower you to put your data to work for you. At the end of the day, so much of what Infowise does is focused around the power of data. Yes, SharePoint is a mountain of data but Infowise gives you the Associated Items functionality that allows you to create relationships with this data, we give you the power to centralize your data with Smart Import Pro and we give you the ability to visualize this data with Smart Chart Pro. Infowise has made it easier than ever to get all your data into one location and visualize the relationships between the data points. We did this by adding the ability to import data from an excel workbook in a SharePoint Document Library. You should check out our <a href="https://www.infowisesolutions.com/training/article.aspx?ID=120"><strong><u>step by step tutorial</u></strong></a> showing you how to set up Smart Import Pro to import from an Excel workbook. Great, now we have our data!!!! Wait, once again, unanalyzed data is about as useful as a screen door on a submarine. Data by itself is useless! This is why we have added a second brand new <a href="https://www.infowisesolutions.com/training/article.aspx?ID=121"><strong><u>tutorial</u></strong></a>&nbsp;explaining how to combine the Infowise Smart Filter Pro and Infowise Smart Chart Pro webparts to create a simple and elegant dynamic dashboard. With everyone obsessed with data and analytics, sometimes we can lose site of the goal. Former CEO of Hewlett-Packard put it best when she said, <p style="padding-left: 30px;">&ldquo;The goal is to turn data into information, and information into insight.&rdquo; &ndash;<em><u>&nbsp;</u></em><em><a href="http://en.wikipedia.org/wiki/Carly_Fiorina">Carly Fiorina</a></em> In today&rsquo;s world data is not sitting in just one space. It is usually in multiple sources from databases to lists, to spreadsheets. Infowise has made it easier than ever to get all your data into one location and visualize the relationships between the data points. Now we can easily provide a customized interactive dashboard regardless of data source! SharePoint is a uniquely equipped platform to compile and visualize this data and Infowise has made it easier than ever.https://www.infowisesolutions.com/blog/infowise-and-the-data-that-powers-your-businessRobert CathlinaMonday, July 23, 2018https://www.infowisesolutions.com/blog/infowise-and-the-data-that-powers-your-businessNew Form Customization Option Manual LayoutNow there is new way to customize form layouts in Ultimate Forms that allows for precise layout and positioning of fields. We put together a step-by-step example to demonstrate how to use this functionality here: <a href="https://www.infowisesolutions.com/training/article.aspx?ID=122" target="_blank" rel="noopener">&raquo; Manual Form Layout Step By Step</a> What makes this type of customization useful? Glad you asked! Sometimes forms are required to be set up with precise positioning in a way that is intuitive to users based on along established process. Especially in the case that there is print output related to the form. In our tutorial, we show an example of creating a customer&nbsp;<strong>Purchase Order Form&nbsp;</strong>in which the web form matches the print form. This allows for a more intuitive process in which is easy to see where the fielded data goes in the form. I can think of many common types of forms that are usually printed out or handled by&nbsp;<strong>PDF Templates or Excel Templates&nbsp;</strong>that could be brought into SharePoint and use this specialized kind of form layout. Examples of forms that would be good to build using&nbsp;<strong>Manual Layout&nbsp;</strong>include: <ul> <li>Mileage Forms</li> <li>Expense Reports</li> <li>Timesheets</li> <li>Customer Return Form</li> <li>RMA Form</li> <li>Shipping Related Forms</li> </ul> Just about any kind of form that needs to be printed. Admittedly, one challenge in doing these kinds of forms is that it required working with some HTML markup. Sorry folks - there is no way around that! I have found that the easiest approach is to work offline writing up your HTML tables in text editor like&nbsp;<strong>Notepad++</strong>. By doing this, you can simply copy and paste your code from your text editor into the code editor window in the configuration screen. It's easy to check your results. I like to have two tabs open - one with the SharePoint form, and the other with the Infowise configuration screen. I will incrementally update and refresh both screens checking my results as I go. In this way, I can easily see whether I am on track and make adjustments as needed. I found the process of creating a form using&nbsp;<strong>Manual Layout&nbsp;</strong>to be extremely similar to the process of&nbsp;<strong>Advanced Print Layout</strong>. (We have tutorials on how to do both in our tutorials section!) It is extremely likely based on what I described that you are going to want to do an&nbsp;<strong>Advanced Print Template&nbsp;</strong>which will correspond to the form. What is really convenient is that you will be able to reuse a lot of your HTML structure from the&nbsp;<strong>Manual Form Layout&nbsp;</strong>in the&nbsp;<strong>Advanced Print Template.</strong> Although it takes some extra effort, I really can appreciate the precise level of control that you gain with forms created using this approach. It's nice to be able to have advanced options, so that when you have a business requirement that demands a high level of customization you are able to deliver what the business requires. I'm always looking to expand my SharePoint toolbox, and this functionality is yet another way that I can do that!https://www.infowisesolutions.com/blog/new-form-customization-option-manual-layoutWill CooperMonday, July 23, 2018https://www.infowisesolutions.com/blog/new-form-customization-option-manual-layoutNew Flood Protection in Ultimate Forms for Office 365Hi, Ultimate Forms gives you a wide variety of capabilities to extend and automate your SharePoint-based business solutions. Our business logic components in particular provide you with tremendous power to create, update and manage items, list and site as well as data in external business application. As a truly sophisticated and generic platform we put the steering wheel in your own hands and allow you to configure any business process you need. There is however a dark side to this approach. When used incorrectly, it can generate an extreme workload for the servers, in some cases grinding them to a halt. In Office 365, Ultimate Forms is implemented as a provider-hosted app, meaning that all the processing takes place on our own servers and not inside SharePoint. Our servers are based on the Azure infrastructure and are designed to handle the workload, with the ability to scale out as much as needed as more and more customers start using Ultimate Forms. Of course, there is a cost associated with running those servers and as any business, we try to optimize as much as we can, running only the number of servers needed for normal operation. In some case, a customer, without any ill intent, might configure an action (or alert, etc.) in a way that will generate an extremely high volume of work. For instance, an action might be configured that updates all the items in the list, which triggers the same action over and over again, updating those items endlessly and generating a huge workload, overwhelming our servers and causing slowdown and even interruption of service to customers within the same geographic location. We understand that that is not intentional, but in most cases the user might not even be aware of it. We recently discovered a case where a certain list generated over 500,000 action calls in less than 12 hours! We decided to handle this potential issue proactively and develop an automated system to monitor and resolve such cases before they start affecting our quality of service. This system has already been implemented for actions and will also be added to alerts, item IDs and associated items summary columns. The idea is quite simple: we need to know when a certain list starts generating unusual volumes of updates and stop that from flooding our system. We will now count how many events were triggered by each list during every minute (resetting the counter as each minute passes). If we reach 30 events, we stop handling any more events within the same minute. We count how many times we reached the threshold during the same day. If we reach 10 times, we permanently disable the event type for all actions on the list and send an email to the site collection administrators. You can then review your list, adjust your actions and re-enable event handling. Note that the counter for that day will not be reset and if the number of events reaches 30 again during the same day, the actions will be disabled immediately and you will receive another email. We analyzed usage data before settling on these limits. In 99.9% of the cases, no one ever reaches such frequency of events (it is normally 1 or less, on average). When over 30 items are updated in a list at the same time, it usually indicates a problem. Note that the mechanism only applies to event-based actions. Manual actions or timer-based actions are not affected. I hope you understand the motivation behind these changes, we strive to make our system as reliable as possible with near 100% availability, to ensure you can build robust and dependable solutions. UPDATE 2018-08-23: Based on the performance analysis, we decided to relax some of the restrictions. Now, actions are allowed to run up to 100 times without being stopped (with the first attempt not being stopped at all) and actions only get blocked if per minute count was exceeded 20 times. Only actions are affected by the new rules for now. We are monitoring how the system reacts to the new rules and will consider further improvements, as long as there is no adverse effect. UPDATE 2018-09-04: We further relaxed the restrictions based on the performance metrics. Currently we allow up to 100 times a minute / 20 times a day for all components. Also, the first 3 attempts will not be stopped once they reach 100 items, but allowed to execute. We will be monitoring the system to ensure these restrictions are suitable. We might further relax or restrict based on the information we collect. Note that you are now able to temporarily disable all event handling to allow you to perform bulk operations without the risk of being throttled.https://www.infowisesolutions.com/blog/new-flood-protection-in-ultimate-forms-for-office-365Vladi GublerThursday, July 19, 2018https://www.infowisesolutions.com/blog/new-flood-protection-in-ultimate-forms-for-office-365An Enterprise’s Guide to Successful Business Process Workflow AutomationAutomation has become the buzzword that has taken the global business sector by storm. Businesses across the world, regardless of their size and industry, are seeking to upgrade their manual, unstructured tasks through smart and scalable tools and technology. What&rsquo;s driving this trend is the immense potential that business process automation holds for enterprises, in maximizing productivity, profitability, and efficiency by streamlining the workflows. However, the great leap to automation does not happen overnight. It is a comprehensive process that requires extensive planning and skillful execution &ndash; and also, time! Yes. As technology takes a toll on your everyday business operations, tasks and procedures in your enterprise&rsquo;s transition towards digital, other aspects of the business such as strategic goals, stakeholder relationships, and customer experience take a back seat. And this is the biggest reason why some enterprises are skeptical and reluctant in automating business processes and workflows. <h4 style="padding-left: 60px;"><span style="color: #3366ff;"><span style="color: #666699;"><br />If you want to thrive and excel in the game field of competition, digital transformation is the writing on the wall. And business process workflow automation is the first and the most crucial step towards DT. It is the implementation of a framework of tools and technology that drive the digital transformation of your enterprise</span>.<br /><br /></span></h4> Here we have sorted a step-by-step approach to successful business process and workflow automation for enterprises. Read on. <h1>1.&nbsp;&nbsp; Mark Your Objectives and Set Milestones</h1> Every strategy starts with objectives and goals, as in what returns do you intend to gain through your automation initiatives and what business value would you be able to achieve. Assess the efficiency and productivity of your current processes and identify the extent to which you want them to escalate. These are your objectives. The next step is to set little milestones to achieve your ultimate automation objectives. This involves breaking the process into small, time-bound tasks &ndash; the milestones. These milestones will set the trajectory of transition and propel you into a smooth projectile towards automation. The result &ndash; you will be able to achieve maximum business value and profitability through better service, maximum agility, accelerated speed, reduced costs, increased cost-efficiency, optimum usability, customization, scalability, and efficiency. <h1>2.&nbsp;&nbsp; Involve Your Stakeholders</h1> Process and workflow automation is a strategic endeavor on part of your enterprise, and to make it successful, you need to take your stakeholders on board, on the same page. The most important stakeholders are your clients. Make sure you have open communication with your clients about your automation and what value they will receive as a result. You also need to engage your business partners as well as departmental heads and encourage them to contribute to the design and directions of the new workflow automation process. Aside from that, engage seasoned professionals from the operational side of the business such as sales, IT and management to help lay down a seamless blueprint of your journey to automation, and ultimately to the digital transformation of your enterprise. <h1>3.&nbsp;&nbsp; Research, Research, Research!</h1> Set up agile teams to look into your legacy data and define users&rsquo; patterns. Identify the areas where streamlined workflows will deliver most value through maximum efficiency, and reduced costs, malfunctions, and errors. Formulate a blueprint of a customer's journey and highlight the areas and issues automation will optimize and resolve. <h1>4.&nbsp;&nbsp; Choose the Right Technology</h1> The outcomes and value of your business process automation depend by and large on the technology you incorporate. Remember, every business is unique and so do its automation needs. You need to choose the right technology to be able to leverage business process automation to your advantage and for this, start off by focusing on your goals and objectives. Identify the level of efficiency and scalability you want to achieve and the value you aim to deliver through business process workflow automation. Choose technology that is compatible with your IT and data operations, facilitate your routine unstructured tasks and optimize communication. It is also essential to study the financial model and the costs involved, compare it with the objectives and estimate the value it will deliver as a cumulative result. Identify whether you will delegate the crucial responsibility of automation to your in-house IT team, or outsource to a third party. Lastly, you need to use iterative and agile business automation methodologies so that you can go back and fix what needs to fixed. &nbsp; <h1>Are you ready to leverage business process workflow automation to your advantage?</h1> &nbsp; <p class="MsoNormal">At Infowise, we offer a wide range of smart, code-free, and highly customizable technology ranging from ULTIMATEforms to scalable SharePoint applications. With a team of seasoned technology specialists and numerous successful business automation to our credit, we facilitate your business workflow automation initiatives and help elevate your business to meet its strategic goals. &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-successful-business-process-workflow-automationAmir ShingrayThursday, July 19, 2018https://www.infowisesolutions.com/blog/an-enterprise%E2%80%99s-guide-to-successful-business-process-workflow-automationPrepare Your Workplace for the Digital Transformation AheadThe great leap towards digital technology that took place during the last decade of the 20<sup>th</sup> century has led us to the present-age digitally-driven and technologically intelligent world of today. The way things were done before, related to our work, personal life and pretty much everything, has become obsolete &ndash; thanks to the rapid technological advancements. Big Data has replaced manual records, laptops are being replaced by smart handheld devices, the internet of things has streamlined your business operations, and remote accessibility has allowed people to run and manage a business from anywhere in the world. Technology has changed the way we work, deliver, and communicate and likewise, it has also changed the parameters of business competition. The 21<sup>st</sup>-century business world has evolved past the dilemma of whether or not to implement a technology. Today, it is more about &ndash; how well are you keeping up with the global revolution to digital business transformation.&nbsp;<strong>This is no more a matter of choice. If you want to thrive, excel and make your mark in the game field of competition, digital transformation has become the ultimate catalyst for success.<br /><br /></strong> <h2>Digital Transformation &ndash; Trending Patterns across North America<br /><br /></h2> The global transition to digital transformation has taken over the North American business industry, and today, around 45% enterprises in the continent have implemented a formal digital transformation strategy (of varying extents) in place. The significance of cloud has been actualized as a key transformation enabler, and around 46% of enterprises have acquired the services of cloud service providers to facilitate their digital transformation endeavors. The s-suite tier has taken it upon themselves to lead their enterprise&rsquo;s digital transformation endeavors, with about 10% CEOs, 25% CIOs and 23%CTOs being directly involved in planning, executing and optimizing the digital transformation strategy. The statistics clearly indicate that the business world has actualized the significance of digital transformation and most of them have already jumped onto the bandwagon with a formal, mid-stage, or early-stage digital transformation strategy. However, who comes out as the winner and rules the market thrown will depend by and large on how much a business is willing to invest in its transformation initiatives. <p style="text-align: center;">------------------------------------------------------------------------------------------------------------------------------- <h3 style="text-align: center;"><em>The game field of digital transformation can be fairly classified into two segments, based on their gross IT spending. There has emerged a new form of rivalry driving the great business divide. Today, it is &ndash; Leaders vs. Laggards!</em></h3> <p style="text-align: center;"><br />-------------------------------------------------------------------------------------------------------------------------------- As inferred in a <a href="https://hbr.org/2017/01/what-the-companies-on-the-right-side-of-the-digital-business-divide-have-in-common">research</a> by Harvard Business School professors Marco Lansiti and Keystone Strategy, <em>&ldquo;Digital leaders (defined in the report as companies that landed in the top quarter of its research), generate better gross margins as well as better earnings and net income than organizations in the bottom digital quarter. Leaders post a three-year average gross margin of 55 percent, compared to just 37 percent for the laggards. Leaders also outstrip laggards in three-year average earnings 16 percent to 11 percent. And in three-year average net income, leaders have the advantage 11 percent to seven percent.&rdquo;</em> In simple words, more IT spending translates into more profits and revenues. There is no such thing as &lsquo;sufficient&rsquo; and &lsquo;just enough.&rsquo; If you think your net IT spend is just enough to deliver to your strategic objectives, it is just a matter of time when you get stomped all over and lost in the dust by a market minnow that took to investing more on their enterprise&rsquo;s digital transformation than you.&nbsp; <h1>Time to Prep Up Your Workplace for Digital Transformation and Overhaul</h1> Digital transformation allows businesses to leverage cloud virtualization, automation, optimization, mobility and the IoT to harness their strategic vision and goals. It helps you stay abreast of the changing tides of trends, and optimize strategies to respond effectively to the changing business needs. <h3><em>At Infowise, we make this transformation happen for you! </em></h3> We offer a wide range of smart, code-free, easy to learn, and highly customizable technology solutions ranging from ULTIMATEforms Premium Suite to scalable, repurposable SharePoint-based business process applications. With a team of seasoned technology specialists and a legacy of transforming hundreds of laggards into leaders, we facilitate your transformation initiatives and help elevate your business to its utmost potential. &nbsp;https://www.infowisesolutions.com/blog/prepare-your-workplace-for-the-digital-transformation-aheadAmir ShingrayWednesday, July 18, 2018https://www.infowisesolutions.com/blog/prepare-your-workplace-for-the-digital-transformation-ahead Towards A Successful Workplace Digital Transformation <strong>Introduction</strong> The world is changing. The ways we used to do business in the past are obsolete now, and the way we are doing business today will evolve even more rapidly in the near future. The technology-powered automation of business processes is known as business process automation. It&rsquo;s transforming businesses digitally and creating digital workplaces. The workforce is relying more and more on digital tools to communicate, to work, and to deliver their projects. Digital workplaces are improving the business processes and making information storage, retrieval, and processing easier. In fact, failing to embrace digital transformation can prove to be fatal for your business as it gives your competitors the edge over you. But how do businesses adapt to digital transformations in the workplace? And what are the advantages of automation over manual processes? Well, our experienced team at Infowise Solutions has the answer to all your questions relating to digital transformation! &nbsp; <strong><em>Digital transformation as a tool to enhance employee engagement</em></strong> To ensure employee involvement, companies need to empower employees. When employees have the independence and tools to do their job effectively, they tend to stay positive and happy. And happy employees mean happy customers, which eventually is good for business. Companies endeavoring to transform their processes digitally need to understand that employees now prefer to work for companies that are leading the digital change. Employees want the best digital tools and full autonomy to do their jobs, so it will become difficult for traditional organizations in the near future to retain good talent. Digital transformation also produces a positive impact on employee morale, thus with digital transformation companies not only get to enhance their competitiveness but also get to retain the best talent. Digital transformation breaks barriers and improves collaboration. It is considered one of the best ways to boost employees&rsquo; morale as it empowers them with the latest knowledge and information. Digital transformation is a technique organization can leverage their advantage. Not only organizations can increase their competitiveness by transforming their processes digitally, but they can also engage their employees. As the saying goes, in the knowledge-driven economy of today, employees not strategies make the real difference. &nbsp; <em><strong>Initial obstacles to successful digital transformation </strong></em> The countless benefits of digital transformation need no mention. It strengthens a business and makes it sustainable by enhancing the efficiency, productivity, and profits. However, in order to take this necessary leap, a business must first tackle the following initial obstacles: <ul> <li>Overcome competing priorities</li> <li>Ensure employee involvement</li> <li>Build team consensus and cultivate collaboration</li> <li>Arrange adequate funds</li> <li>Devise effective roadmap to transformation</li> <li>Arrange technical skills</li> <li>Overcome legal constraints</li> <li>Building consensus and a culture that accepts change</li> </ul> However, most businesses lack the experience, technical knowledge, and expertise to tackle all these problems at the same time. This is where Infowise Solutions comes in. With its smart products like ULTIMATEforms, Infowise is making it easier for businesses to transform their businesses digitally without having the need to hire expensive IT consultants. Any individual, regardless of his/ her background, can easily create highly-customizable SharePoint applications that suit your specific business needs. &nbsp; &nbsp; <strong>What is Infowise</strong> We are one of the leading providers of forms and processes solutions for the Microsoft SharePoint platform. We provide out-of-the-box solutions to critical business problems using SharePoint to boost our clients&rsquo; output and widen their competitive moat. &nbsp; <strong>What We Do</strong> From SharePoint based easy-to-use digital transformation products like ULTIMATEforms to customizable SharePoint applications, at Infowise, we do everything and anything related to SharePoint. Our team of passionate and experienced SharePoint developers knows the software inside out and can create amazing applications that exceed your expectations. Our effective solutions and smartly designed SharePoint products not only help businesses streamline their operations but also give them the flexibility that is essential to scale their operations. With our tested and highly effective SharePoint solutions, businesses are able to enjoy a myriad of advantages regarding business process automation, allowing them to gain an edge in a highly competitive market. With a complete overhaul of their operational model, businesses are therefore able to unleash their full potential in every domain by tracking results in real-time and making the necessary modifications in order to get the best results. &nbsp; <strong>Conclusion</strong> The business environment is changing rapidly and it is imperative for businesses to evolve at the same pace in order to sustain long-term profitability. In this regard, the advantages of business reengineering far outweigh the disadvantages.https://www.infowisesolutions.com/blog/-towards-a-successful-workplace-digital-transformation-Amir ShingrayMonday, July 2, 2018https://www.infowisesolutions.com/blog/-towards-a-successful-workplace-digital-transformation-Send SMS messages from SharePointHi, SMS messages are a great way to send notifications. When you need to make sure the message reaches its recipient fast and is read right away, SMS is the way to go. Using our Actions component you can easily implement this functionality both on premises and in the cloud, without complex configuration, integrating the text message functionality in your work processes. In this example, we are going to be sending a text message to a user for whom we create a task in a Tasks list. Once a task is created and the user is specified in the Assigned To column, a text message with the task title will be automatically sent. First, we need to sign up for an SMS service. There are many options available out there, we will be using <a href="https://www.twilio.com" target="_blank" rel="noopener">Twilio</a>, we've been using it for a while internally and found it to be reliable and affordable. The service exposes a REST API that allows us to send text messages programmatically. Once you're signed up, you will receive API Credentials (Account SID and Auth Token), basically your user name and password for use with the REST API. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms1.png" alt="" width="908" height="297" /> Now we are switching to SharePoint to implement our business logic. Although not required, I will be using our User Property column to automatically fetch user's phone number form SharePoint Profile service or directly from Active Directory (on premises only). Of course, you can just type the number in when you create a task, but agree with me that it's a lot easier and cooler when it's done automatically. I'm using the O365 version of Ultimate Forms here, but your on-premises experience is similar. Needless to say, your Profile Service or Active Directory must contain phone numbers for your users. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms2.png" alt="" width="749" height="228" /> Add a new User Property column to your Tasks list and call it Phone. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms3.png" alt="" width="809" height="493" /> Note a couple of things here. First, I checked <em>Allow editing,&nbsp;</em>that causes the value of the field to not just simply fetch the data for the current user, but become more dynamic such as allow manual entry of the user to fetch, or, as in our case, take the user name from a parent column, such as Assigned To in our case. Locate <em>Work phone</em> in the box on the right and add it to formula. Now when we create a task and specify a user, it will fetch the phone number automatically. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms4.png" alt="" width="529" height="447" /> Next, we add the action that will actually send the text message. Click on <em>Design</em> button in the ribbon, scroll down to <em>Configure Business Logic</em> section and click on <em>Actions</em>. Select <em>Call web service</em> action type and configure the general settings: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms5.png" alt="" /> The only important thing here is to make sure <em>Run on events</em> is set to New, that will ensure the action runs when an item is added to the list. Switch to Action Settings tab, this is where we actually configure our connection to Twilio, our SMS service provider. <ul> <li>Change <em>Service type</em> from SOAP to REST</li> <li>Under URL enter the service URL, for Twilio that would be&nbsp;https://api.twilio.com/2010-04-01/Accounts/&lt;Your account SID&gt;/Messages.json. The URL is generally available in the service provider's documentation.</li> <li>Switch <em>Authentication</em> to <em>Credentials</em> mode and enter Account SID and Auth Token as your user name and password</li> <li>Change <em>Method</em> to Post</li> <li>Add property mappings: <ul> <li>To -&gt; [Phone] - maps the recipient to the Phone column value</li> <li>From -&gt; enter the outgoing phone number from Twilio</li> <li>Body -&gt; [Task Name] - maps the body of the message to the Task name</li> </ul> </li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms6.png" alt="" /> Switch to Conditions tab, here we want to ensure that the action is only triggered when the task is actually assigned to a user, add a condition: Assigned To not equals and leave the field on the right empty. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sms7.png" alt="" /> Save the action, you are done! Try adding a new task and assigning it to yourself, check if a text message is delivered. That's it, it just took 2 minutes to implement SMS functionality!https://www.infowisesolutions.com/blog/send-sms-messages-from-sharepointVladi GublerWednesday, June 27, 2018https://www.infowisesolutions.com/blog/send-sms-messages-from-sharepointManage Exchange - new Action typeHi, UPDATE 2018-09-19: New operations added to this action, read more <a href="/blog/new-exchange-action-capabilities">here</a>. Smart Action Pro, a component of Ultimate Forms, allows you to implement sophisticated business logic on your SharePoint and non-SharePoint data, thus helping you create advanced business solutions without the need for custom code or workflows. There are currently 15 action types (16 on premises) that allow you to perform various tasks, such as updating list items, managing permissions, calling web services and many more. We are happy to announce a new action type - Manage Exchange. In the first release, this action is able to create meetings in your Exchange Online (on-premises version coming soon). You can create new meetings, specify location, description and other parameters and even invite required and optional attendees, all based on column values in your SharePoint list item or document. The action can create meetings in the calendar of the action creator or you can specify other user's calendar in the User field (specify an email address, it must belong to your own tenant). You can create events for a specific time slot and all day events. When you specify attendees, Exchange will automatically send invitations via email and the event will automatically appear in user calendars. As in any action, all parameters are fully customizable and can draw their data from column values, calculation results and function, giving you precise control over the outcome. Again, as in any action, you can run it based on events (such as items being created or updated in SharePoint), based on a timer (such as one week from a data or every week) or even manually. The current version supports creation of meetings, by far the most common type of interaction with Exchange you would want to perform. In the future, we will add more capabilities, such as updating existing meetings, creating tasks or even contacts. This action is a great addition to your toolbox and makes it easier to create a smart, integrated system without the need to be a software developer.https://www.infowisesolutions.com/blog/manage-exchange---new-action-typeVladi GublerMonday, June 25, 2018https://www.infowisesolutions.com/blog/manage-exchange---new-action-typeNew features in our Import component June 2018Hi, Just a couple of updates in our Import component. As you know, it's a great tool for setting up automated processes of importing data from a variety of external sources: emails, databases, Excel files, text files and web services. You can use it to create Help Desk solutions, approve your items by simply responding to an email, syncing data from external applications and much more. And with our advanced mapping and conversion capabilities, you are not limited to simply dumping your external data into SharePoint lists; you can filter, execute calculations, update existing items and parse emails, giving you the full control you need to create sophisticated, connected applications that run in the background and require no human intervention. With our new version (already released in O365 and coming soon on premises), we now support the following features: <ul> <li>Exporting and importing import profiles - you can now export your existing import profiles and then import them anywhere. You can import into the same list to create a copy that you can then modify or you can import into a different list, even on a different tenant, to transfer your settings without having to recreate the whole profile by hand.</li> <li>Smart data type recognition in CSV/TSV files - until now, when you set up an import of a comma-separated or tab-separated files, we used the first row from the file to determine what data type each column contains. Our product ensures that all column mappings are done in accordance to the data type, so for example you won't be able to map a text column to a date field in SharePoint, as it would result in errors when trying to import. The issue with only analyzing the first row was that it was not always a good indicator for the rest of the file. For instance, the first row might contain a numeric value in a column, but some other rows might contain text for the same column. If we designate this column as a number based solely on the first row, it will cause errors when we reach a row that contains text. Now we will scan the entire file and ensure that the data type of each column remains consistent and always defaults to text if more than one type of data is found. That ensure smooth and trouble-free operation and less administrative overhead.</li> </ul> I would like to take this opportunity to give a short explanation in regards to Start Time and Last Update date parameters of the import profile. Our component has a built-in ability to import data incrementally, skipping over items already imported in the past. This way we ensure that the import process runs faster and creates no duplicates. We do it by allowing you to designate one of the columns in the data source as an Update Date column, basically Last Modfied date of an item (you don't need to do that when working with emails, as we will just use the date the email was delivered). On the profile itself we store the latest item's date under Start Time property. When we run the import, we make sure the items being imported are newer than Start Time and then update Start Time accordingly. This property is required on some data providers (such as emails, where it's configured implicitly or database, where you are required to provide it); on others, such as CSV/TSV files, it's optional. If the Last Updated property is not set, we will always import the whole file. Start Time can be specified when you first create an import profile and cannot be changed afterwards, as later it's used for internal logic. By default, when you create a profile, Start Time will be set to the current time, but you can change it if for example you want to import a backlog of items.https://www.infowisesolutions.com/blog/new-features-in-our-import-component-june-2018Vladi GublerFriday, June 8, 2018https://www.infowisesolutions.com/blog/new-features-in-our-import-component-june-2018Build it Now with Infowise - New Customer WorkshopsWe're happy to announce a new series of workshops starting next month called&nbsp;<strong>Build it&nbsp;<em>Now</em>&nbsp;with Infowise</strong>. The purpose of these sessions is to work with our customers to build out solutions in a live web session starting from scratch and using nothing more than SharePoint and Infowise Ultimate Forms. There is so much you can do and so many ways to do it. That can feel pretty overwhelming! In these sessions we are going to go through a process of building and refinement incrementally adding new features and functionality on the fly. Whether you are a SharePoint / Infowise long time veteran or you are new to the scene, there is sure to be new ideas on how to use these tools to make great solutions. We really want to provide some kind of community forum in these sessions, so we are hoping that you will be very conversant in the chat interface. We are going to make decisions and adjust our solution live according to your participation in the session. An important part of building out solutions is setting up a good foundation when you initially build a solution. At the beginning of these sessions we'll consider the business requirements that we are trying to accomplish and discuss the design of our system before we jump right into building the solution. If you have been chomping at the bit to interact live with an Infowise developer to learn some of the best tips and tricks, this is going to be a great opportunity to scratch that itch. <ul> <li>We are going to start out with 2 hour sessions because we feel that we need that time to incorporate all the features and functionality to make a great tool.</li> <li>We will record our live sessions, so if for any reason you have to drop off, we'll follow up later with a link to the recorded session so you finish up the session on your own schedule.</li> <li>The best part about this, is that it is absolutely free and just another resource to help you improve your knowledge and skills around the Infowise Ultimate Forms toolset.</li> </ul> In working on SharePoint Solutions over many years with the Infowise Tools, I have learned a lot about what to watch out for and where you can do some simple things that make a big impact. One thing that is always important is creating a great user interface. In all of our solutions, we are going to be sure to make dashboards and forms that are user friendly and provide visual impact for the users to guide them along. We know that YOU have some cool tricks that you have discovered using Infowise Ultimate Forms, and we hope you will share some of your knowledge during our session so that we can all help each other. These sessions are going to be fun since instead of just showing a high level overview, we are going to build out these solutions together going through every step live during the session. <strong>We are really looking forward to your participation in our next session!</strong>https://www.infowisesolutions.com/blog/build-it-now-with-infowise---new-customer-workshopsWill CooperFriday, June 1, 2018https://www.infowisesolutions.com/blog/build-it-now-with-infowise---new-customer-workshopsNew feature - manual layout for tabsHi, Smart List Pro, a component of Ultimate Forms, allows you to create advanced dynamic forms that take SharePoint lists to a new level. You can control the layout of the forms, add tabs, specify tab and column permissions based on conditions, set up dynamic rules and validations and more. It allows you to transform regular SharePoint list forms in real world application interfaces. You no longer need complex workflows to implement approval processes and you can enter you data faster, with fewer mistakes. Smart List Pro tries to make the form designer's life easier. Instead of providing you with WYSIWYG (what you see is what you get) form rag and drop everyesigner, where you need to drag and drop every individual column and label and build the layout table manually, we instead provide you with the ability to create rules and take care of the layout ourselves. Just tell us what columns you want to see on a specific tab, how to arrange them, what additional elements you want to incorporate (using fragments, that allow embedding any text or images within the form), and we will build the form for you automatically. And because our forms are dynamic and support column permissions, certain columns can be shown, hidden or made read-only based on rules that you specify. For example, selecting the option "Other" in a drop-down will show an additional comments field, that won't be visible for all the other options. Using our automatic layout, we will make sure that the form looks good even when certain columns are shown or hidden in real time, re-arranging the form accordingly. We also provide you with features that control the visual appearance of the forms as well. We offer multiple "themes" for your tab and provide you with capabilities to have precise control over the styling. There are, however, cases where you want to retain full control over the layout of the form. You might want to create something that looks completely unique, maybe mimicking a real world form or looking like a letter with embedded data entry fields. For that purpose, we are now introducing Manual edit mode for tabs. Once a tab is switched to the manual mode, you are presented with a rich text editor (it looks like a simple word processor). You can do whatever you need inside the editor, input any words, tables, images or other element. Then use the styling tools to specify your fonts, colors and etc. Below the editor you will find a column selector, use it to inject your list columns and labels within the form in any way you see fit. It can look nothing like a regular SharePoint form, but will still retain the functionality and can be submitted to a list. Note that all the other feature are still supported in the Manual mode. You will be able to use tab and column permissions, default value, validation rules and dynamic rules. The only difference is that because we do not control the layout anymore, when you hide a column using column permission, it will not affect the layout. The column will be gone (and if you used our labels, the label as well), but there might be an empty spot within your form, so we recommend using column permissions with Automatic (default) edit mode, if it's important to you. Note that this new feature is currently in beta, so please let us know if something doesn't work the way you think it's supposed to. The O365 version is already released and the on-premises version is coming soon.https://www.infowisesolutions.com/blog/new-feature---manual-layout-for-tabsVladi GublerThursday, May 31, 2018https://www.infowisesolutions.com/blog/new-feature---manual-layout-for-tabsNew User Facing Action Button ImagesDo you use the&nbsp;<strong>user facing action buttons</strong>? These buttons are great when you want your user to manually initiate actions. We've just expanded to 15 image icons so that you can easily create a nice user interface for your users. These new button images can be found in the&nbsp;<strong>Advanced Settings&nbsp;</strong>when creating a new action. <img style="border-style: groove;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/run-actions.png" alt="" width="579" height="678" /> Just to remind you, you can have as many manual actions as you need. You can also specify the minimal permissions level for each button, so some could be invisible to users with insufficient permissions. Use these buttons to streamline your work. For example, a Close Project button could update multiple columns in your project item, such as set Status to Closed, set the Closing Date to Today and maybe set Percentage Completed to 100%. Very useful and prevents a lot of human error!https://www.infowisesolutions.com/blog/new-user-facing-action-button-imagesWill CooperThursday, May 31, 2018https://www.infowisesolutions.com/blog/new-user-facing-action-button-imagesNew Fragments Functionality<strong>Fragments now have some great new options!</strong> Fragments can be added directly below the fields in the&nbsp;<strong>Tabs and Tab Permissions&nbsp;</strong>settings area. When adding or edit a fragment, <strong>notice the new controls at the bottom of the form.</strong> <ul> <li>You can now control which forms show the fragment. (New, Edit, View or All)</li> <li>You can now insert dynamic field related content directly in the fragment. (Much like email content templates.)</li> </ul> <img style="border-style: double;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/fragment-settings-2.png" alt="" width="896" height="658" />&nbsp;https://www.infowisesolutions.com/blog/new-fragments-functionalityWill CooperThursday, May 31, 2018https://www.infowisesolutions.com/blog/new-fragments-functionalityAutomatically import Excel files into SharePoint listsHi, Smart Import Pro, the import component of UltimateForms, can be used to set up automated import profile for data found in various external sources. Email messages, databases, web services, REST API's and even regulat tab/comma delimited text files can all serve as source of the automatic import. It opens up fantastic possiblities to create automated, connected solutions, such as help desk systems or even email-based approvals. The newest feature we are adding now is the ability to import data from Excel files (.xlsx), which many of our customers requested. You can now map the location of an Excel file, specify the worksheet to use and we will automatically import tabular data we find there. For simplicity sake, we decided to expect the most common layout scenario: a table of data, with a header row, starting from A1 cell. We will automatically detect the boundaries of the table. Note that legacy Excel file formats (for instance, .xls files) are not supported. First you need to tell us where the file is located. If the file is in a SharePoint document library within the same tenant, simply provide the URL of the file and under Authentication leave it at Anonymous. We will know to use our app credentials to fetch the file. The file can also be placed at any location acceesible through a URL, you might need to provide user name and password to get the file from that URL. Click on Connect, it will load the file and show the worksheets for you to select one. Also, optionally specify Update date column. We will use this column value and compare it to the latest item imported during the previous run. Only items newer than the ones already imported during the last run will be imported. You can also leave this field empty, this way we will always import the complete file. Once you establish the connection, you can create one or more actions. Those actions specify what you want to do with the data once imported. The most common action is <em>Create list item</em>. It will simply convert every data row from Excel into a SharePoint list item, according to column mappings you provide. <em>Update list item</em> action will update existing SharePoint list items with new information, based on the unique identifier found both in the Excel file and in the list (think about updating Status based on external data). <em>Sync</em> action combines the two, it will update existing items when found or create new ones when needed. A quick note about mappings. You can perform direct mappings (such as Title column in the file to Title column in the list) or you can perform various calculations and function to convert the raw value into something different (for instance, extract the year part of a date and store just that). You can also map conditions that will instruct the profile to only import certain item and disregard the rest. A couple of additional features we added in this release: <ul> <li>The polling schedule can now be set to None. The profile will not be executed automatically by the timer, you will run it manually when needed. Use this option to also temporarily disable a profile if needed.</li> <li>The new Description field allows you to enter any additional information about a profile when needed, for example explaining its purpose to other users in your organization.</li> </ul> These additions are already available in the O365 version and will be released in the next on-premises version as well.https://www.infowisesolutions.com/blog/automatically-import-excel-files-into-sharepoint-listsVladi GublerTuesday, May 29, 2018https://www.infowisesolutions.com/blog/automatically-import-excel-files-into-sharepoint-listsNew feature - filters in PrintHi, Announcing a new feature in the Print component of Ultimate Forms. You can now filter which items to print in the list. Once in the print preview, you can open the filter pane and add multiple filters. For example, see all the purchase orders over $2,000. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018-05-04printfilter.png" alt="" width="770" height="202" /> You can use this feature to produce tailored ad-hoc reports and print only the items you need at the moment, without having to pick them manually from the list. When you first show a print preview, it will display all items (or items filtered by the view specified in your print profile). You can use the filter conditions to further refine which items you want to print. Using multiple conditions and employing relationships between those conditions, you can display only the items you want. Note that the conditions you enter manually are added to any view conditions you might already have.https://www.infowisesolutions.com/blog/new-feature---filters-in-printVladi GublerFriday, May 4, 2018https://www.infowisesolutions.com/blog/new-feature---filters-in-printCombine data from different SharePoint ListsHi, Great news: Ultimate Forms is growing and we are adding more features. Our Smart Rollup Pro, up until now a stand-alone component, has been incorporated into Ultimate Forms and will now be available to our customers as a part of the suite. Smart Rollup Pro existed as a stand-alone component and was available on premises only. We have developed an Office 365 version that has been added to the Office 365 edition of Ultimate Forms. On premises, Ultimate Forms Enterprise customers will now receive this component included in Ultimate Forms. Smart Rollup Pro allows you to display a unified view of items from different lists across a site, site and its subsites, or the whole site collection. You start by specifying a template list and view. That view will instruct us what fields the aggregated lists should contain and what is going to be the order of displayed columns in the component. You can also specify if you want to use any of the view's filters (for example, your view might only show open tasks, you can use that filter for all the items we collect across your site collection). You can also provide additional filters, together or instead of the view filters. Next, you will create one or more data sources. You can select the site from which to start and the lists you want to include. You can select lists of certain type, based on a certain template (such as Contacts or Tasks) or even select specific lists by name. You can fetch the lists from just one site, from a site and all its subsites or from the whole site collection. You can actually specify multiple data sources (for instance, if you want to collect data from 2 or more specific sites, but not include any subsites). It is important that the lists you fetch are similar to the template list. At the minimum, they must contain all the fields present in the template view, otherwise the list data won't be loaded. Smart Rollup Pro is a great and efficient tool for bringing all your items, spread out throughout your sites, into one place. Once loaded, the items can be viewed, edited or deleted from a single location. In Office 365, you must use the latest version of Ultimate Forms Extensions for Modern UI to be able to use the component.https://www.infowisesolutions.com/blog/combine-data-from-different-sharepoint-listsVladi GublerWednesday, May 2, 2018https://www.infowisesolutions.com/blog/combine-data-from-different-sharepoint-listsWorking with Office Group sitesHi, You are probably already aware of the new Office Group sites you can set up in Office 365. They allow close integration between groups and their SharePoint data.&nbsp; One major difference between regular SharePoint site collections and the ones created from groups is that the latter will by default have a Deny permisson for Add and Customize pages. Which means that users cannot modify the site page and as the result, Ultimate Forms cannot modify forms either. Once you install Ultimate Forms on your group site, it won't be able to use any of the form-related features, such as tabs, validation rules, etc. Luckily, it can be easily fixed using PowerShell, and here is how you would go about doing that: <ol> <li>If you haven't done so, install <a href="https://www.microsoft.com/en-us/download/details.aspx?id=35588" target="_blank" rel="noopener">SharePoint Online Management Shell</a></li> <li>Run the following commands, replace &lt;tenant&gt; with your tenant name and &lt;url&gt; with the site URL: <ol> <li>$cred = Get-Credential</li> <li>[System.Net.WebRequest]::DefaultWebProxy.Credentials = $cred</li> <li>Connect-SPOService -Url "https://&lt;tenant&gt;-admin.sharepoint.com" -Credential $cred</li> <li>Set-SPOSite -Identity &lt;url&gt; -DenyAddAndCustomizePages $false</li> </ol> </li> </ol> That's it, your site is now ready to experience the full set of Ultimate Forms capabilities!https://www.infowisesolutions.com/blog/working-with-office-group-sitesVladi GublerFriday, March 30, 2018https://www.infowisesolutions.com/blog/working-with-office-group-sitesNew features in AlertsHi, Our Alert component is becoming even better! We rolled out a new version that contains the following exciting features: <ol> <li>Alerts based on items matching conditions - until now, you could only send an alert when an item was added, modified, deleted, etc. or based on a date column (such as 2 days before the due date). With this new option, you can send an alert based on the current state of the items in a list (such as send me all the tasks that are still open on a weekly basis). You just select the option "All items according to conditions" and enter one or more conditions below. Note that at least one of the condition must be a "static" one, meaning that it does not reference any field values or functions on the right hand side. For instance, <em>Status equals Completed</em> is a static condition, but <em>Status equals [Previous Status]</em> (Previous Status being a column in the list) is a dynamic one. You can use dynamic conditions as well, as long as there is at least one static one.<br /><br />Additionally such alerts can only be sent on a daily/weekly/monthly basis. Specify when you want it to be delivered and it will send the items that pass the conditions at that time.<br /><br />I'd like to take this opportunity to give a quick overview of the delivery options. By default, each alert is delivered individually, in a separate email. When alerts are set to be delivered immediately, that's the only option available. But when you are using daily/weekly/monthly options, you can combine your alerts into one email. Here you can choose to combine the alerts in their original format (based on mail template of your design) or use the Summary mode. In Summary mode, the mail template is not used. Instead, each alerts gets one line inside the summary, such as <em>Item A has been updated.</em> It is not configurable, but you can add your own header and footer to the email. A cool feature is that when you create alerts with the same name and sending at the same time, they can be combined into one email even when the alerts are coming from different site of the site collection.</li> <li>Monthly option - until now the alerts could be sent immediately or on a daily/weekly basis. Following customer requests we added the Monthly option as well, so you can send your alerts on a specific day of the month.</li> </ol>https://www.infowisesolutions.com/blog/new-features-in-alertsVladi GublerThursday, March 22, 2018https://www.infowisesolutions.com/blog/new-features-in-alertsNew Options in Print attachmentsHi, When e-mailing items or documents through the Print feature of Ultimate Forms, you had an option to include the list item attachment (or the document itself when dealing with a document library) as attachments to your email. It allows your recipient to get immediate access to the documents, without having to log into SharePoint. Now, even more options are available. If your item include Associated Items field that display associated documents or there are one or more Document Link fields that link to documents within your site, these will also be included as attachments in your emails, as long as the fields themselves are included in the print template. There is no configuration that needs to be performed on your side, just choose the option to include attachments when emailing. <img class="img-responsive" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2018_03_15_print.png" alt="" />https://www.infowisesolutions.com/blog/new-options-in-print-attachmentsVladi GublerThursday, March 15, 2018https://www.infowisesolutions.com/blog/new-options-in-print-attachmentsCreate Dynamic Dashboards in Office 365Hi, We are excited to announce the availability of the Filter feature in the app version of <a href="/ultimate_forms">Ultimate Forms</a>. Using the new Filter web part, but you dynamically filter data fed into our charts to implement rich, responsive dashboards and improve your data analysis abilities. <img class="img-responsive" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dynamic_dashboard.png" alt="" /> You can filter any underlying list column through a variety of filter. Filter by text, number, date, choice or lookup, or even pass the filter in the page address. The charts will immediately respond, without having to reload the page. Start by creating a new filter profile. Inside the profile you can add one or more filters. The filters should have the same name as the list column they are supposed to filter (or you can give any name to the filter and specifically indicate what column name to use). Once you've created the profile, you can place the filter web part on the page and select the profile in the web part properties. The filter web part is a part of <a href="https://www.infowisesolutions.com/blog/modern-ui-support-in-ultimate-forms-for-office-365">Infowise Ultimate Forms Extensions</a>, which need to be downloaded and installed by an administrator. When our Chart web part is placed on the same page, it will automatically attach itself to the filter, no connection needs to be set up by the user. Note that we currently have two versions of the Chart web part: the older app part version and the new client-side web part. Ony the client-side web part supports connecting to filters, so make sure to place the correct one on the page (you can easily recognize the correct web part, it is named Infowise Charts and has a icon in the shape of a chart). Enjoy the new dynamic experience!https://www.infowisesolutions.com/blog/create-dynamic-dashboards-in-office-365Vladi GublerThursday, March 15, 2018https://www.infowisesolutions.com/blog/create-dynamic-dashboards-in-office-365Make Calculated Fields a Part of Your Solution<img style="border: 1px solid black; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/3d-shapes.png" width="264" height="164" /> SharePoint Calculated Fields are often overlooked when building forms solutions. I often find that Ultimate Forms customers focus exclusively on&nbsp;<strong>Infowise Actions&nbsp;</strong>when trying to work with variables and conditions checks. The calculated fields reference page is indispensable: <a href="https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx" target="_blank" rel="noopener">https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx</a> As an overall design pattern, it is best to break your solution into bite-sized pieces so that it is easier to build and adjust. Especially in the case of evaluating <strong>compound conditions </strong>it is best to let SharePoint Calculated Fields do the work. Usually, there isn't a significant performance cost when adding multiple calculated fields to your list. If you have a mix of <strong>AND and OR conditions</strong>, you are likely to get tripped up in actions. You can dig deeper into this specific topic here: <a href="https://www.infowisesolutions.com/training/actions/and-iwfsl-or-conditions-">https://www.infowisesolutions.com/training/actions/and-iwfsl-or-conditions-</a> You should think of Calculated Fields as variables that sit in the background for your SharePoint list making evaluations of the list data to provide simple summary information for use by users or in your Infowise Actions. In general terms, you can think of calculated fields like <strong>Excel Formulas</strong>. In many cases, they are nearly identical. In a case where you need to evaluate for a pattern of multiple conditions to trigger an Infowise Action, try creating multiple calculated fields instead. Most important are the <strong>IF,</strong> <strong>AND, and OR functions.</strong> <strong>=OR([condition1], [condition2], [condition3], [condition4]&hellip;)</strong> evaluates any number of conditions returning True if any of the conditions are met. <strong>=AND([condition1], [condition2], [condition3], [condition4]&hellip;)</strong> evaluates true if all conditions are met. <strong>=IF([evaluation], [true result], [false result])</strong> evaluates and provides the corresponding result according to the evaluation. When nesting formulas, things can easily get confusing. Instead of making one large complicated formula which is difficult to write and maintain, instead make a series of calculated fields that can be used by an overall summary calculated field. Consider a case where there are three complicated conditions which must all be met. This should be broken up like this: Calculated Field 1: Condition1Check (Multiple conditions evaluated) Calculated Field 2: Condition2Check (Multiple conditions evaluated) Calculated Field 3: Condition3Check (Multiple conditions evaluated) Calculated Field 4: AllClearCheck IF(AND([Condition1Check], [Condition2Check], [Condition3Check]), True, False) By chaining formulas together, the solution is easier to build and easier to troubleshoot. Mastering both <strong>Infowise Formulas </strong>AND <strong>Calculated Fields </strong>and incorporating both tools into your solution will give you the best overall results. &nbsp;https://www.infowisesolutions.com/blog/make-calculated-fields-a-part-of-your-solutionWill CooperSunday, February 25, 2018https://www.infowisesolutions.com/blog/make-calculated-fields-a-part-of-your-solutionUpdate Roll-up February 2018<h3><span style="color: #008000;">These are the new features we've recently added to Ultimate Forms:</span></h3> <ol> <li><span style="color: #008000;"><strong>Delete Permanently</strong></span> option for Delete action. Until now, the Delete action used to send deleted items to the recycle bin. In some cases, you simply want to completely delete the items, such as in the case of temporary items or reports. You now have the option to delete permanently, without going through the recycle bin. Your existing actions, unless modified, will still send items to the recycle bin.</li> <li><span style="color: #008000;"><strong>We now support including field values in the email feature in Print</strong></span>. That allows you to dynamically specify your subject, email body and attachment file name. Currently, no column picker is available, so you need to include the internal column name surrounded by square brackets, such as [Title]. <strong>This feature is currently only implemented in the app version and will be coming to the on-prem version soon</strong>.</li> <li><span style="color: #008000;"><strong>Additional headers in Import and Actions for REST and web service calls</strong></span>. Additional request headers allow you to specify any additional information your REST or web service API might require, according to the specification of the API vendor. You can also use the additional headers to override the existing headers we already insert, such as content-type: application/json for REST calls.</li> <li><span style="color: #008000;"><strong>Split function</strong></span> - use this to split a string by a separator and return one of the parts. For example, if your Title columns contains <strong>a:b:c</strong>, $Split([Title]|:|2) will return <strong>b</strong>.</li> <li><strong><span style="color: #008000;">Person or group field as From account in alerts</span></strong> - you can now dynamically set the From account of an alert based on a Person or group field. Note that the user must have a mailbox and in the on-premises version, the application pool account must have Send As privileges on that mailbox.</li> </ol> <em>You can start using these features today to further improve your business application built on top of Infowise Ultimate Forms!</em>https://www.infowisesolutions.com/blog/update-roll-up-february-2018Vladi GublerFriday, February 23, 2018https://www.infowisesolutions.com/blog/update-roll-up-february-2018Explore More Options with Ultimate Forms Printing<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/pdf-blog.jpg" alt="" width="156" height="156" /> <h1>Explore More Options with Ultimate Forms Printing</h1> Printing is an area of Ultimate Forms that has possibilities that are often untapped. Customized PDF output can be automatically generated to accommodate precise requirements. If you've only used print related functionality a little bit, then there is a lot that you have missed. Here are some ideas on what you can do with <strong>Ultimate Forms </strong>print functionality that you may have overlooked. <ul> <li><strong>Use CSS Styling </strong>Although it isn't obvious, you can control your print templates with <strong>CSS Styling</strong>. With List print templates, you can view the HTML and related classes by using the developer toolbar in Google Chrome to view page source in the print template screen. <ol> <li>From the list view, select an item and open the Infowise Print dialog.</li> <li>Hit <strong>F12</strong> to open the developer tool bar.</li> <li>Click on sections of the output in the <strong>print preview </strong>screen to help identify the elements and class references.</li> <li>In the <strong>Infowise Print Templates</strong>, go to the <strong>Display Settings </strong>section and enter your own <strong>CSS</strong> to change the look of the output for that template.</li> <li>Keep making tweaks until you get the output just the way you like.</li> </ol> </li> <li><strong>Print Template Formatting using Advanced Edit Mode </strong>allows for you to build highly customized print output to match precise business requirements. Using nested HTML tables and styling allows for you to build a grid with your own customized output. We've put together a mini guide to help you learn this process here: <a href="https://www.infowisesolutions.com/training/print-formatting/advanced-print-formatting">https://www.infowisesolutions.com/training/print-formatting/advanced-print-formatting</a></li> </ul> <ul> <li><strong>Batch Printing of Item Print Templates </strong>can be done using Infowise actions. Instead of printing the item print template one record at a time, you can instead have many items consolidated to one PDF. This can be accomplished using <strong>Infowise Actions.</strong> <ol> <li><strong>Create an Infowise Action</strong> using the <strong>Print list items </strong>action type in the first tab.</li> <li>Unselect all options for "Run on events" in the first tab.</li> <li>In the second tab, select the "Manual Execution" option then pick an icon to show this as a button accessible from the ribbon toolbar. (This will make a user facing button.)</li> <li>On the third tab, create a setting for <strong>items</strong> that will select a set of records. E.g. "Created greater or equals 1/1/2018"</li> <li>Select your print template and target output. (Try email first.)</li> </ol> </li> <li><strong>Timer Based Reporting </strong>Do you have reports that you would like to have generated on a regular schedule? You can used timed actions to auto-generate your reports and drop them to a local document library in SharePoint. This is a great way to keep a snapshot for each week, month or quarter with summary data of your data for that point in time. In this case, we need a timed action. <ol> <li>Create an <strong>Infowise Action</strong> using the <strong>Print list items </strong>action type in the first tab.</li> <li>Check <strong>Timer Based only </strong>for the <strong>Run on events </strong>options in the first tab.</li> <li>Choose your schedule. E.g. Sunday at 10 PM weekly.</li> <li>On the third tab select <strong>Document library </strong>for <strong>Print target </strong>then select the target document library in your site.</li> <li>Include a date parameter in your file name to ensure that it is unique like this " your-company-name-timesheet-[Today]"</li> <li>Timer based actions require a condition. You can simply add a condition "ID always not equals 0" to fulfill this validation requirement.</li> </ol> </li> </ul> There is a surprising amount of versatility in the print output which deserves exploration. Try to incorporate these functions as an added feature in your next project. Do you have more ideas on how to use the PDF output? We love to hear about your solutions!https://www.infowisesolutions.com/blog/explore-more-options-with-ultimate-forms-printingWill CooperTuesday, January 30, 2018https://www.infowisesolutions.com/blog/explore-more-options-with-ultimate-forms-printingAssociated Items Summary Capabilities<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/ais.png" alt="" width="418" height="137" /> Infowise Associated Items functionality is one of the most useful features in the Ultimate Forms Suite. Using the new Associated Item Summary Column, we can calculate such values as the Sum or Standard Deviation of all our Child records instantaneously. Using the Associated Items Summary columns feature, users don&rsquo;t need to leave the Parent list form to add a child record or to see the effects that record has on the Parent&rsquo;s statistics. To demonstrate the use of the Associated Items Summary column, we will start with two lists: Projects and Sub Projects. In this example, our relationship has been established. Projects will be our Parent list and Sub Project will be the Child list. If you need help understanding how to setup the Associated Items relationship, refer to our&nbsp;<a title="Associated Items Video" href="https://www.infowisesolutions.com/training/associated-items/associated-items-example---products">Associated Items Video</a>&nbsp;tutorial. Next, we will want to add our cost columns to our Sub Project list. We can do this from List Settings. Create three cost columns named &lsquo;Setup Cost&rsquo;, &lsquo;Execution Cost&rsquo; and &lsquo;Completion Cost&rsquo; with the Currency data type as shown below. &nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/1.png" alt="" width="1003" height="356" /> Once this is done, go ahead and setup the tab for the Sub Project list. To do this, navigate to the Infowise Design Screen and select Tabs and Tab Permissions. <strong><img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/2.png" alt="" width="645" height="298" /></strong> We need to include all three of our costs columns as well as the &lsquo;Sub Project Name&rsquo; column. This tab will make it possible for our users to enter into Sub Projects and see their effect on the Projects statistics immediately. <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/3.png" alt="" width="644" height="601" /> Now we need to navigate back to our Projects list and create our Associated Items summary columns. In your Projects list, navigate to the Infowise Design Screen. In the Infowise Design Screen, scroll down and select the Associated Items Summary section. In the Update Column section, leave the &lsquo;- New Column -&lsquo; value. Give your new column a name in the section below. In this example, we will want to sum the values of each of our costs columns so we name our first column &lsquo;Setup Cost Sum&rsquo;. Make sure and select the correct list in the &lsquo;Associated items&rsquo; section. In the &lsquo;Values in&rsquo; section, we need to select the Child column for which we would like to perform the calculation. For this example, we will use the &lsquo;Sum&rsquo; operator. The finished Associated Items Summary screen for the &lsquo;Setup Cost Sum&rsquo; column is shown below. <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/4.png" alt="" width="668" height="438" /> Though this example highlights the usefulness of the Sum operator, Infowise also supports calculating the average, the standard deviation, counting records, minimum and maximum for Associated Items. While we will not be using the &lsquo;Additional Filters&rsquo; section in this example, this would be extremely valuable for filtering out Sub Projects with a Cancelled status. We will need to do this for each of the costs columns that we would like to run calculations on. Before testing out this new cool feature, we want to go ahead and setup a tab on our Projects list. Similarly, to when we set up our tab for our Sub Projects list, we will want to navigate to our Infowise Design screen for our Projects List and then click Tabs and Tab Permissions. Go ahead and build a tab and make sure to include the below columns: <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/5.png" alt="" width="300" height="110" /> Now that our Associated Items Summary columns and our Tab are setup, we want to navigate to our Projects List to test this functionality. Select the &lsquo;New Form&rsquo; button in your list and the result should look something similar to the below: &nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/6.png" alt="" width="574" height="293" /> Notice that all our Associated Items Summary columns are null above. If you give your Project a name and click the &lsquo;new item&rsquo; button in the Sub Projects column, you will see the Sub Projects tab we set up earlier appear. Give your Sub Project a name and enter in some costs to demonstrate our summary functionality. &nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/7.png" alt="" width="608" height="639" /> Once you click the Save button on our Sub Projects pop-up window, you will see your Child record costs appear in our newly created Associated Item Summary columns as seen below. <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/8.png" alt="" width="618" height="238" /> Every time we add a child record, our Associated Items Summary column is automatically updated. <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/9.png" alt="" width="615" height="410" /> Once the Child record is saved, the Associated Items Summary columns are immediately recalculated. <img src="https://storage.infowisesolutions.com/images/postimages/robertcathlina/10.png" alt="" width="618" height="338" /> Using the Infowise Associated Items Summary column, we can allow our users to dynamically calculate values such as calculating the average, the standard deviation, counting records, or finding the minimum and maximum for Associated Items. Users can easily see the effects that the new Child records have on our Parent record all from one form! &nbsp; &nbsp;https://www.infowisesolutions.com/blog/associated-items-summary-capabilitiesRobert CathlinaTuesday, January 16, 2018https://www.infowisesolutions.com/blog/associated-items-summary-capabilitiesNew features in Ultimate Forms for Office 365Hi, Here is the list of the latest features and additions to Ultimate Forms for Office 365. Similar changes will be done to on-premises version soon as well. <ul> <li>Tab permissions - a tab will remain hidden even if it shares a column with another tab that is visible. In the past sharing a column forced the tab to become visible, albeit only showing that column. Now, unless the column contains Advanced Column Permissions, the tab will remain hidden.</li> <li>Associated Items Summary columns - can now trigger dynamic rules and recalculations. For example, you can now automatically calculate grand total of an invoice (including tax) on the fly, without having to use calculated columns.</li> <li>Associated Items columns - we will now pass the parent column values to the child form even from Display form.</li> <li>Print - in list templates you can now display totals, including group totals.</li> <li>Print - printing selected items in list template or printing from Actions will now sort the items according to the view specified in the print template.</li> </ul> Thank you for using our product and please share your ideas for new features and improvements!https://www.infowisesolutions.com/blog/new-features-in-ultimate-forms-for-office-365Vladi GublerWednesday, November 29, 2017https://www.infowisesolutions.com/blog/new-features-in-ultimate-forms-for-office-365What Tools are in your SharePoint Toolbox<img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/toolbox.png" alt="" width="154" height="130" /> Becoming a Power User in SharePoint requires an ongoing effort to expand your abilities. SharePoint is a platform upon which we can develop a seemingly endless variety of solutions. There is always more that you can do with curiosity and persistence. I've spent the last several years focused on building solutions almost entirely in SharePoint yet I feel as if there is no end to the possibilities. Infowise Ultimate Forms has become indispensable to me as a consultant / developer, however I am even more effective combining these tools with other proven SharePoint strategies. The various methods you learn to build solutions in SharePoint comprise your "SharePoint Toolbox". If you want to be confident and effective, <strong>it's time to add some tools</strong>! <ul> <li>Are <u>all</u> the <strong>Infowise Tools </strong>in your toolbox? Have you tapped into everything that Ultimate Forms has to offer? There are a lot of possibilities that you may not have considered. In addition to the free tutorials on our web site, we have<strong> hands on instructor led training </strong>showing you new ways to utilize your Ultimate Forms tools to develop advanced design and functionality. Regardless of your ability level, there is a training that will help you. Details about our training courses are here: <a href="https://www.infowisesolutions.com/training.aspx">https://www.infowisesolutions.com/training.aspx</a></li> <li><strong>Is Powershell in your toolbox?</strong> This command line utility lets you query your SharePoint environment or perform batch updates. Depending on your background, your first attempts at Powershell may seem frustrating. Once you get over the hump, you'll feel like you have joined a new SharePoint Club that you thought previously was exclusive to SharePoint Administrators. You can write Powershell scripts to perform operations to update user accounts, create sites, batch update lists, produce output files or do just about anything you would otherwise have to do manually in the user interface. Tie this to <strong>Windows Task Scheduler to automatically run processes on a recurring schedule </strong>and you will begin to realize the power of this toolset. Here is some information on how to run Powershell scripts:</li> </ul> <p style="padding-left: 30px;"><strong>On prem SharePoint</strong>: <p style="padding-left: 30px;"><a href="https://technet.microsoft.com/en-us/library/ee806878.aspx">https://technet.microsoft.com/en-us/library/ee806878.aspx</a> <p style="padding-left: 30px;"><strong>SharePoint Online</strong>: <p style="padding-left: 30px;"><a href="https://technet.microsoft.com/en-us/library/fp161362.aspx">https://technet.microsoft.com/en-us/library/fp161362.aspx</a> <ul> <li><strong>Is SharePoint Workflow in your toolbox?</strong> SharePoint workflows have gotten such negative attention, many of us have completely abandoned the ideas of using this at all. This is a mistake! It's true that SharePoint is changing. Microsoft has a commitment to improving their platform with <strong>Flow </strong>and <strong>PowerApps</strong>, however these new tools don't represent a replacement for this functionality. <strong>Infowise actions </strong>allow us to do most of what we want to do instead of writing SharePoint workflow, but there are situations where extra functionality can help solve problems in workflow. If you haven't ever made a workflow, challenge yourself to make some basic workflows if only to learn a new approach to solve some of your business challenges: <a href="https://goo.gl/Fd51Es">https://goo.gl/Fd51Es</a></li> <li><strong>Is Javascript in your toolbox</strong>? If you haven't delved into the world of possibilities via including javascript in your solutions, it's time to explore! Our <strong>Advanced Training </strong>module shows you how to incorporate <strong>Jquery </strong>scripting into your Ultimate Forms related solutions to create more effective customized solutions. The SharePoint <strong>Client Side Object Model (CSOM) </strong>provides a full API to query SharePoint and make updates from client side code! You could build your own interface and buttons in SharePoint using this functionality to solve custom requirements that would otherwise be impossible: <a href="https://goo.gl/tBcfZ2">https://goo.gl/tBcfZ2</a></li> </ul> <strong>But Wait There's More!</strong> There are so many ways to tap into SharePoint. With Microsoft's commitment to the platform, the landscape continues to change. Look for ways to explore and experiment with new approaches when you learn about new tools from SharePoint. Challenge yourself to add more tools so that you are more capable of solving problems! Do you have any interesting tools in your <strong>SharePoint Toolbox?</strong> We'd love to hear about what you are building!https://www.infowisesolutions.com/blog/what-tools-are-in-your-sharepoint-toolboxWill CooperTuesday, November 21, 2017https://www.infowisesolutions.com/blog/what-tools-are-in-your-sharepoint-toolboxAction statistics in Office 365Hi, We are introducing new statistics indicators to help you understand the performance impact of your actions (and eventually alerts, item IDs and import profiles). With the new indicators you will be able to monitor how many times an action gets executed per day and what is its average execution duration. This way you will be able to identify problematic actions that exert potentially unnecessary workload on your SharePoint and could be subject to throttling both by us and by Microsoft. When you enter the action settings page, you will notice two icons for each action: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/actionStats.png" alt="" width="667" height="134" /> The left one indicates how many times the action executed today (we will be adding historic data chart for the last 7 days). The indicator changes color to yellow and then to red as the number of executions grows. The indicator on the right displays the average execution time for long-running actions. Only actions that run over about 80% of the throttling limit are included in the average, so it's ok for the value to stay at 0 seconds for most actions, it doesn't mean they do not run, just that they finish quickly enough not to be included in the average. Note if your indicator shows up as red, it means the action gets throttled (almost) every time it runs and it should be reconfigured to lower its workload. For instance, a timer-based action should probably have more precise conditions and not attempt to update too many items at the same time. Throttled actions do not complete their work and some of your items could remain untouched.https://www.infowisesolutions.com/blog/action-statistics-in-office-365Vladi GublerTuesday, October 24, 2017https://www.infowisesolutions.com/blog/action-statistics-in-office-365Modern UI Support in Ultimate Forms for Office 365Hi, The new <em>Modern UI</em> for Office 365 bring a new, modern user interface to SharePoint Online. Until now, <strong>Ultimate Forms</strong> required you to view your sites in <em>Classic UI</em> mode as the <em>Modern UI</em> did not support the customization to the extent required by the app. As Microsoft starts to release customization support, we are now able to offer select features of <strong>Ultimate Forms</strong> for the new UI. We are proud to release our <strong>Ultimate Forms Extensions</strong> app, in the first preview version, that brings some of our features to the Modern UI. <h3>Supported Features</h3> <ul> <li><strong>List Search</strong> client-side app version to be used on Modern pages. Closely resembling the existing <em>List Search</em> app part, it brings client-side rendering and updated look and feel. Unlike the existing app part version, it no longer runs within the frame and is able to adjust its size to its content, providing a seamless experience.</li> <li>Custom field rendering in list views - our special field types are now able to render in the Modern list views. Such columns as Color Choice or Associated Items column (and the rest) are able to display correctly both in Classic and Modern modes. There is no additional configuration required, once the app is installed, the columns will just work. Note that you might need to re-save column settings if they were created more than a couple of months ago to ensure they properly register their Modern UI support.</li> <li>UPDATE 2017-11-27: <strong>Charts</strong> - 11 types of most commonly used charts are now supported, more coming soon.</li> <li>UPDATE 2018-01-04: <strong>Event Calendar</strong> - preview available, for now works only with SharePoint data sources.</li> <li>UPDATE 2018-03-14: <strong>Filters</strong> - new web part, currently support connections with Chart and Rollup web parts.</li> <li>UPDATE 2018-05-02: <strong>Rollup</strong> - new web part, combines data from multiple lists, across different sites.</li> </ul> <h3>Upcoming Features</h3> <ul> <li>Tabs and column permissions - will be released at a later date as form customizations become available.</li> <li>Custom field rendering in forms - will be released at a later date as Microsoft releases support for form customizations.</li> </ul> You can download the app <a href="/home/getapp/Infowise%20Ultimate Forms Extensions.sppkg">here</a>. It requires the regular <em>Ultimate Forms</em> app to be installed. Your administrator should upload the app to your <em>App Catalog</em>, you can choose to either deploy it automatically throughout your tenant (recommended) or add the app to each site individually. Note: To support custom field rendering, your tenant might need to allow preview features in SharePoint Administration. When you enable this support, it might take up to 24 hours to update. &nbsp; <h3>Adding Client-side Web Part to Pages</h3> Note that some client web part available with this app work best on modern pages and might not look as good on classic pages due to differences in CSS styles. For some of the web part, there are two version available: <ul> <li>The original app part version</li> <li>The new client-side web part version</li> </ul> We suggest you use the new client-side web part version where possible due to numerous technological advantages (such as the ability to adjust its size to the page, which is not possible with app parts). It's easy to tell the two apart. <ul> <li>In modern pages, client-side web part will have specific icons, while app parts will have a generic app icon:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-08.png" alt="" width="454" height="366" /><br />Notice how the client-side web part for <em>List Search</em> has a magnifying glass icon, while the app part has a generic icon.</li> <li>In classic pages, app parts can be added by clicking on <em>App Part</em> on <em>Insert</em> ribbon:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-09.png" alt="" width="577" height="380" /><br />Client-side web part are not visible in this list.<br /><br />You can add both app parts and client-side web parts through <em>Web Part</em> button on <em>Insert</em> ribbon. App parts will be accessible through the <em>Apps</em> category:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-10.png" alt="" width="667" height="378" /><br />And client-side web parts will be under <em>Infowise</em> category:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20180914-11.png" alt="" width="461" height="373" /></li> </ul>https://www.infowisesolutions.com/blog/modern-ui-support-in-ultimate-forms-for-office-365Vladi GublerFriday, October 20, 2017https://www.infowisesolutions.com/blog/modern-ui-support-in-ultimate-forms-for-office-365Ultimate Forms for O365 limits and throttlingHi, Infowise Ultimate Forms exists in two version. One is for our on-premises customers and one for customers using Office 365. The products provides you with a wealth of functionality to help you implement your business solutions in SharePoint. Some background features, such as Actions, Item ID or Import, allow you to create and update multiple list items and documents behind the scenes based on list updates or timer. We allow you to define your own actions and import profiles and specify the logic of which items to update and how many updates to execute each time. The O365 version runs on the Azure infrastructure and uses power Azure App Services capabilities to execute the necessary heavy lifting of querying, evaluating and updating your items. Unlike the on-premises version that runs on your own servers, Office 365 version runs on a shared infrastructure with essentially limited resources. To ensure smooth and problem-free operation, the app service must always have enough available resources to keep handling incoming requests.&nbsp; For that reason, we need to make sure that no single customer utilizes server resources in excess of a certain pre-defined limit. For example, configuring an action that updates thousands of items every single time it executes will take up a significant portion of the available resources, causing a slowdown for other customers. Moreover, excessive use of the SharePoint API could cause the customer to become temporarily blocked by Microsoft as well. Until now we did not impose specific limits on the resources a customer could use. The app world is still pretty new and we needed time to evaluate if and how the app should be throttled. Lately, we've been noticing quite a few long-running operations that took a significant toll on our infrastructure. Some of these could be unintentional, due to lack of understanding or simply overlooking the implications. For this reason, effective immediately we begin to impose limits on duration of execution we allow. The first step is limiting the amount of time an action can execute. The actual limit will depend on several factors, such as the scope of your license, but in general, no action will be allowed to run for longer than 500 seconds (this limit will be adjusted as we examine the impact). If several actions are set to respond to a single event, the duration will be calculated from the moment the first action started to execute. If an action exceeds the limit, we will trigger an execution error within the action. If your action is set to write to the Action History, you will see an error message similar to 'Exceeded maximum allowed execution time'. If the action updates multiple items, some items will not be updated. Items already updated, will not be rolled back. Similar limits will eventually be imposed for Item ID, Alerts, Imports and other background processes. We encourage you to monitor your business logic execution and make the necessary adjustments to make sure your actions do not get throttled. For example, you can use conditions to limit the number of list items an actions executes on and that way shorten its execution time. UPDATE 2017-11-06: We are working on a system where the throttling limit will depend on the customer's license type. In general, the higher the scope of the license and the more users it includes, the higher will be the throttling limit (while still remaining under 500 seconds). In the initial version we currently have deployed, the free license for up to 19 users receives a throttling limit of 45 seconds only and the license for up to 100 users receives a limit of 90 seconds. There is currently no additional ranges, but these will be added in the future.https://www.infowisesolutions.com/blog/ultimate-forms-for-o365-limits-and-throttlingVladi GublerMonday, October 16, 2017https://www.infowisesolutions.com/blog/ultimate-forms-for-o365-limits-and-throttlingWorking with Dates in Ultimate Forms<h1><img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/calendar.jpg" alt="" width="160" height="132" /></h1> It is easy to get tripped up with dates in SharePoint. Dates are troublesome with any software. There are considerations and exceptions when handling leap years, varying number of days in each month and time zone differences. Date headaches are a given, but there are some approaches that will make life easier. <h3>Add your own auto-updating "Current Date" field to a list</h3> Invariably, you need a way to reference the current date in your SharePoint tools. <strong>SharePoint doesn't provide the reference of "Today's Date" in calculated fields</strong>. Using Infowise, you can do it yourself: <ol> <li>Create a "Date and Time" field named "Current Date". <ol> <li>Set the format as "Date Only".</li> <li>Set the default value as "Today's date".</li> </ol> </li> <li>Create an Infowise Action with these settings: <ol> <li>General Settings: <ol> <li>Name: "Update Current Date"</li> <li>Run on events: "Timer-Based", Daily, Hour 12 AM.</li> </ol> </li> <li>Advanced Settings: (Default)</li> <li>Action Settings: <ol> <li>Values to set: "Current Date" = [Today]</li> <li>Items: ID = [ID]</li> </ol> </li> <li>Conditions: <ol> <li>ID always not equals 0. (Timer actions require at least one condition.)</li> </ol> </li> </ol> </li> </ol> Now your list can always reference the current date which will automatically change to the current date each day at midnight. You dashboards will be dynamic and your users will see that <strong>KPI Indicator Field </strong>automatically change to a <strong><span style="background-color: #ff0000; color: #ffffff;">Red Flag</span></strong>&nbsp;when the project is late. <h3>Use calculated fields first</h3> Whenever trying to do anything with dates,<strong> use calculated fields first</strong>. Think of calculated fields as variables that you can add to your list. You won't show these in your forms or list views. These are workers calculating date references for other user facing fields such as <strong>progress bars or KPI Flags </strong>on your dashboards. If you haven't practiced with date calculations before, <strong>start practicing now</strong>! Try creating lots of practice calculations to get a better understanding. Think of this as <strong>SharePoint Dates 101. This is must have fundamental learning to have success working with dates. </strong>Try to work through these <strong>Date and time formulas </strong>examples: <a href="https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx#Anchor_2">https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx#Anchor_2</a> <h3>Break it into pieces</h3> Calculated fields can reference other calculated fields. Rather than try to build a nasty piece of nested code that handles a long and complicated date calculation, break up the work into multiple calculated fields. Try writing your calculated field formulas in a text editor so that you can check your code carefully. Simply copy and paste your formulas to SharePoint. <h3>Using Infowise Date Functions</h3> Here's a handy list of all the functions available for date calculations in Infowise: <ul> <li>Year number from a date: <strong>$Year()</strong></li> <li>Month number from a date: <strong>$Month()</strong></li> <li>Day number from a date: <strong>$Day()</strong></li> <li>Day number of the week from a date: <strong>$Weekday()</strong></li> <li>Week number in the year from a date: <strong>$WeekNumber()</strong></li> <li>Hour number from a date: <strong>$Hour()</strong></li> <li>Minute number from a date: <strong>$Minute()</strong></li> <li>Date Time value of today's date at midnight: <strong>$Today()</strong></li> <li>Add value to date (Choose Years, Months, Days, Hour, Minutes or Seconds<strong>): $AddDate()</strong></li> <li>Convert a date related string to a date value (to assign to a date field): <strong>$ToDate()</strong></li> <li>Get the difference in days between dates: <strong>$Days()</strong></li> <li>Get the difference in hours between dates: <strong>$Hours()</strong></li> <li>Get the difference in minutes between dates: <strong>$Minutes()</strong></li> <li>Get the difference in seconds between dates: <strong>$Seconds()</strong></li> </ul> <h3>Create a Reference List</h3> Here's a novel approach. Add a list to your site to create date references for handy reference in your other SharePoint lists. You can do all the hard work in this list and <strong>create your own "date functions"</strong> that SharePoint does not provide! Here is a way to get <strong>First date of the current month, Last date of the current month, first date of the previous month and last date of the previous month</strong>. <img style="border: 1px solid black; border-width: 1px;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/date-ref.png" width="404" height="261" /> <ol> <li>Create a simple SharePoint custom list and add one field "RefDate" to store date values. (Format set to <strong>Date Only</strong>.)</li> <li>Create four records titled "FirstDateThisMonth", "LastDateThisMonth", "FirstDateLastMonth" and "LastDateLastMonth".</li> </ol> <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/date-actions.png" alt="" width="756" height="278" /> <ol> <li>Now we can add some <strong>Infowise Actions </strong>to automatically update these values:&nbsp; <ol> <li>For each action, create a <strong>Timer-based</strong> action that executes once a month on the first day of each month.</li> <li>Set the <strong>RefDate </strong>value for each action: <ol> <li>First Date of this month: <strong>$ToDate($Month([Today])-1-$Year([Today]))</strong></li> <li>Last Date of this month: <strong>$ToDate(($Month([Today])+1)-1-$Year([Today]))-1</strong></li> </ol> </li> </ol> </li> </ol> <ul> <li>First Date of last month: <strong>$ToDate(($Month([Today])-1)-1-$Year([Today]))</strong></li> </ul> <ol> <li>Last Date of last month: <strong>$ToDate($Month([Today])-1-$Year([Today]))-1</strong></li> </ol> <strong>Here is the pay off! Now that we can treat these references as functions in other lists.</strong> For example, if you want to run a monthly report, you can make a reference from an action like this: <strong>$GetValue(|Date-Reference|Title=FirstDateLastMonth|RefDate)</strong> This function assumes that the <strong>Date-Reference </strong>list is in the current site. It selects the record by title and pulls back the date. You can use these references from all over SharePoint to consistently pull back these date values any time it is needed! With the combined power of <strong>Calculated Fields </strong>and <strong>Infowise Functions </strong>there is no limit to what you can calculated for your Date Time fields. Setting up a <strong>Date Reference List </strong>allows you to create your own <strong>Date Time Functions </strong>allowing you to do the hard work only once and reference these values from throughout your SharePoint environment. <span style="background-color: #ffcc99;">Do you have a cool approach that you have figured out? Do you have a nasty problem that you can't solve? Post a message and let us know!</span>https://www.infowisesolutions.com/blog/working-with-dates-in-ultimate-formsWill CooperSaturday, October 14, 2017https://www.infowisesolutions.com/blog/working-with-dates-in-ultimate-formsNew Hourly Actions Available<img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/clock.png" alt="" width="150" height="150" /> Actions are a great way to implement your sophisticated business logic without the complexity of workflows. Using Actions, you can perform changes both inside your SharePoint and in external system, such as Active Directory or line-of-business applications. Actions are easy to confgure, even for non-technical users, they do not require deployment and are ready to run as soon as you click Save. And with 15 different action types, there is nothing you can't do! Actions can be executed in a variety of way. They can respond to list events (such as items being created, modified or deleted), they can run on a timer or they can even be executed manually by a user. Let's focus on the timer-based actions. Here we have two choices, either execute based on a date column (such as run an action two days before the Due Date, with the ability to repeat) or run on a daily, weekly or monthly basis at a specific time and day (where applicable). Our newest addition is the ability to run an action every hour, for your fast-changing applications. I'd like to focus again on hourly/daily/weekly/monthly actions. We've covered this topic before in documentation and tutorials, but there is still some confusion. Every action needs an item to run on (what we call the "current item"), it doesn't necessarily mean that the action is supposed to change this particular item (in fact is could be working with an external line-of-business application), but the column values of this item will serve as input data for the actions and the action execution result will be written into the action history of this item. Without a current item to run on an action cannot execute. In most cases, with event-driven, manual or timer-based action involving a date column, the current item is selected implicitly. It's the item that was clicked on, modified or added or one with the date value matching the action settings (say, it expires in two days and that's when the action is configured to run). But when an action is set to run hourly/daily/etc., it is simply executed during that time and does not have a current item to run on. Didn't I just say that every action requires a current item? There is no contradiction, these timer-based action do receive a current item, but in a special way. Such actions require one of more "static" conditions. What makes a condition static? Any action can accept conditions, they ensure that the action only runs when needed. For example, Status equals Completed makes sure the action only runs on completed items. In the condition settings you select a column on the left, an operator and a value on the right. For instance, "Status" was our column, "equals" was our operator and "Completed" - our value. (For more advanced users, yes, I'm omitting "always"/"after change" setting for simplicity). Now the value part is what's important now. Here you can set static values, such as Completed here, but you can also reference column values from the item, such as Due Date greater than [End Date], in this condition we compare column values of Due Date and End Date. Hourly/daily/etc. actions require at least one static condition. When the action is triggered, it first executes the static conditions to query the list. Such as Status equals Completed will return all items with Status Completed. Now it will go over item by item and execute itself on it, passing that item as the current item. It will then execute the conditions again, this time all of them, not just static ones and continue as usual. This initial selection of items to run on requires static conditions and you won't be able to save your action without them. Please make sure to configure your conditions careful and as narrowly as possible, you don't want to waste your server resources going over thousand of items each time the action runs. Hourly actions are already available in the app version and will be added to the on-premises version soon.https://www.infowisesolutions.com/blog/new-hourly-actions-availableVladi GublerThursday, September 28, 2017https://www.infowisesolutions.com/blog/new-hourly-actions-availableUltimate Forms and Custom Content Types(By <strong>Garrett Curtis</strong>) Recently, when extending an existing SharePoint site with Infowise Ultimate Forms I was faced with the need to integrate <strong>Custom Content Types with Infowise Ultimate Forms</strong>. Thankfully these two tools work very nicely together and, when combined, produce some very powerful configuration options. In this article, I will briefly cover the purpose of content types, and explain how to setup a simple list combining custom content types with Infowise Ultimate Forms. <br />Content Types are SharePoint&rsquo;s out of the box method of segregating items in the same list into separate &ldquo;types&rdquo;. For example, in the default &ldquo;Documents&rdquo; library crated with every new SharePoint site, clicking the &ldquo;New&rdquo; button will bring up a list of different document types (Word, Excel, PowerPoint, OneNote, etc...) which can be created in the library. <img style="border: 1px solid black; border-width: 1px;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/content-types-image-1.png" width="403" height="399" /><br /> <br />This method can also be used in a normal list; one example is an <strong>IT Helpdesk</strong> where users can submit different types of requests (hardware request, software issue, new employee setup). In this case, the requests share some properties (requestor, time, priority) but also have properties that are unique to each request type. Creating custom content types for each of these request types allows you to utilize <strong>one central list in SharePoint that behaves like multiple lists!</strong> <br />Infowise Ultimate Forms allows you to compliment having multiple content types in the same list by specifying rules for specific content types. With this methodology, you can turn one list into a fully featured business tool such as a <strong>helpdesk, project tracker or sales system</strong>. To get started with custom content types, create a new custom list in SharePoint and follow these steps: <ul> <li>In List Settings for the new list, select "<strong>Advanced settings"</strong>, the first option in Advanced Settings is to "<strong>Allow management of content types</strong>", change this to "<strong>Yes</strong>" and then press "<strong>OK</strong>" to exit the Advanced Settings page. <ul> <li>Now in List Settings, you should see a new section "<strong>Content Types</strong>". This section is where you will manage the content types for the list.</li> </ul> </li> <li>Select "<strong>Add from existing site content types</strong>" from the <strong>List Settings</strong> page to see a list of all the defined content types available in the site. <ul> <li>Each of these content types has a series of predefined columns that will be added to the list when you add the content type. You can create your own custom content type with your own column layout by following these instructions: <ul> <li><a href="https://support.office.com/en-us/article/Create-or-customize-a-site-content-type-33eeb0b4-51c4-48a2-80d6-a8cd32b7dce1?ui=en-US&amp;rs=en-US&amp;ad=US">https://support.office.com/en-us/article/Create-or-customize-a-site-content-type-33eeb0b4-51c4-48a2-80d6-a8cd32b7dce1?ui=en-US&amp;rs=en-US&amp;ad=US</a></li> </ul> </li> </ul> </li> <li>Double click each of the following content types to add them to the "Content types to add" box: <strong>Announcement, Discussion, Link</strong>. Press "OK" to return to List Settings. <ul> <li>Now you will see each of these content types has been added to the "Content Types" section of the List. Clicking on one of them will take you to the List Content Type settings page which lists the columns associated with that content type. Here you can also add or remove columns to further customize the content type.</li> </ul> </li> </ul> <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/content-types-image-2.png" alt="" width="790" height="271" /> <ul> <li>Exit from List Settings and return to the new list, from the ribbon, select "<strong>Items</strong>" and then click the "<strong>New Item</strong>" text to see each of the content types that can be added to the list. <ul> <li>Try creating each of these content types and notice that each one presents different columns.</li> </ul> </li> </ul> <img style="border: 1px solid #000000;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/content-types-image-3.png" alt="" width="258" height="311" />&nbsp; Now we will add Infowise Ultimate Forms customization which behaves differently for each Content Type. For this example, we will be setting up an email alert to go out when a new Announcement has been added. <ul> <li>From the ribbon, select "<strong>List</strong>" and then "<strong>Design</strong>" to enter the Infowise Design screen.</li> <li>Click "<strong>Alerts</strong>" under the "<strong>Configure Business Logic</strong>" section to enter the email alert configuration section</li> <li>For this alert, we will set "What To Send" as follows: <ul> <li>Only check &ldquo;Item is Added&rdquo; so that the email only sends when a new item is added to the list.</li> <li>For Conditions, create a condition for the <strong>Content Type that always equals Announcement</strong></li> </ul> </li> </ul> <img style="border: 1px solid #000000;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/content-types-image-4.png" alt="" width="810" height="273" /> <ul> <li>Click Add to add this alert to the system.<br />Now every time a new Announcement is created, you will receive an email alert. You can configure the email alert to go to different recipients or to have a custom body by following the instructions on the Infowise training page:</li> </ul> <a href="https://www.infowisesolutions.com/training/article.aspx?ID=55"> https://www.infowisesolutions.com/training/article.aspx?ID=55</a> All the Infowise features can be configured to act differently for different content types, either using conditions as shown in the Alerts, or with a specific Content type dropdown like the Default Values section shown here (note that in this case, leaving Content type blank will create the rule for all content types). <img style="border: 1px solid #000000;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/content-types-image-5.png" alt="" width="787" height="273" /> <br /> <br />Now that you have seen the power of Custom Content Types and Infowise Ultimate Forms, I challenge you to integrate these tools into your next SharePoint list!https://www.infowisesolutions.com/blog/ultimate-forms-and-custom-content-typesWill CooperTuesday, September 12, 2017https://www.infowisesolutions.com/blog/ultimate-forms-and-custom-content-typesImproved handling of Today functionHi, In actions, you can add a condition to compare a date column to [Today] function, such as Created equals [Today]. But date columns in SharePoint contain not just the date, but the hour part as well. [Today] function returns time as 00:00 or 12:00 AM (midnight), so when your date column is not exactly set to midnight (let's say the item was created at 4:00 PM), the condition will not be valid, as the dates don't exactly match. You could create two conditions, such as: <ul> <li>Created &gt;=[Today]</li> <li>And Created &lt; [Today]+1</li> </ul> But it looks a bit complicated and could lead to confusion and errors. We decided to make your life easier. Now, when we see an equals or not equals comparison of a date column to a value containing [Today] function, we will add those two condition implicitly in the background. So now all you have to do it simply use the "equals" (or "not equals") operator, and we will take care of the rest. This new functionality is now available for Actions in the app version and will soon be implemented on-premises as well.https://www.infowisesolutions.com/blog/improved-handling-of-today-functionVladi GublerWednesday, September 6, 2017https://www.infowisesolutions.com/blog/improved-handling-of-today-functionSimple and Robust Infowise UltimateForms CRM(Written by&nbsp;<strong>Robert Cathlina</strong>) CRM systems handle a number of different functions within an organization. Some of the most important functions of a CRM are: <strong>Contact Management, Activity History, Task Assignment, Templates for ease of use and Sales Pipeline Management and Dashboard Reporting </strong>on these features<strong>.</strong> Off the shelf CRM tools such as a Salesforce can be extremely expensive and require constant maintenance. Infowise UltimateForms offers many of these services out of the box so you can save time and money. <strong>Contact Management</strong> in SharePoint can be as simple as adding the Contact content type to a list. <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-1.png" width="437" height="246" /> The Contact content type comes out of the box with many fields to help us keep track of our Customers such as: Name, Job Title, Company name and Business Phone. The more information we can capture about our Customer the better! Sure, keeping details about Customers is useful, but just housing information is not a CRM system&rsquo;s main function. One critical component of any CRM system is<strong> Activity History. </strong>It is imperative that at any time our users can check to see the last action taken and the current Status of any Customer. We can successfully implement an <strong>Activity History Tracking System</strong> by adding a Status and a History column and combining it with an <strong>Infowise</strong> UltimateForms <strong>Action that logs any changes when the Status column changes. </strong> <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-2.png" alt="" width="577" height="501" /> The History column can be used to keep track of changes made to the Status column with a simple Action. <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-3.png" alt="" width="574" height="153" /> If we set the column to append changes, we have a complete History of all changes made to our Status column on a per record basis. Another main function of a CRM system is that it helps to move Customers through the Sales Pipeline and one major way they accomplish this feat is through<strong> Task Assignment. </strong>By utilizing the<strong> Infowise UltimateForms Associated Tasks </strong>feature we can create a child relationship and thus keep track of tasks specific to each Customer. We can utilize the Associated Tasks features to remind and enable our sales team to continue pushing Customer through the Sales Pipeline. <img style="border: 1px solid black; border-width: 1px;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-4.png" width="750" height="170" /> We can even utilize some additional features in the Infowise Suite to have <a href="https://www.infowisesolutions.com/documentation/?Product=ATF">tasks auto-generated</a>. Another important aspect of any CRM system is the templates it provides for Customer interactions.<strong> Templates for ease of use </strong>mean that your team isn&rsquo;t having to recreate the wheel with every new engagement. <strong>The Infowise UltimateForms Associated Document</strong> content type makes templating a no brainer. We can also combine the <strong>Infowise Associated Document</strong> content type <strong>with the Copy item/ document Action to move existing templates into our Associated Document library. </strong> Just add the <strong>Infowise Associated Document</strong> to your Document Library along with a look column pointing to your Customer list to keep track of which documents belong to each Customer. Next you need to add the Document Library as an Associated Item. Once this is done you can see we have created a child relationship and can store templates associated with our Customers in a separate Document Library. We can also combine the<strong> Infowise Associated Document with the Copy item/ document Action </strong>to add existing templates to our new library. <img style="border: 1px solid black; border-width: 1px;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-5.png" width="750" height="166" /> CRM systems work to bring all these features together, but one of the most important aspects of any CRM system is that it provides transparency into the sales process. We can utilize <strong>Infowise Smart Chart Pro</strong> features to <strong>Sales Pipeline Management and Dashboard Reporting </strong>over and above what you would get out of the box with SharePoint. <img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/crm-pic-6.png" alt="" width="387" height="449" /> <strong>Infowise Smart Chart Pro </strong>allows us to choose from over 30 different graph types, build 3D graphs, include a legend and other things such as show values or percentages for our underlying records. CRM systems are a critical part of any Sales team. Luckily, Infowise UltimateForms for SharePoint gives us features that can easily replace larger and harder to manage CRM systems to drive sales forward. In this article we built a simple, but robust CRM tool using out of the box Infowise features.https://www.infowisesolutions.com/blog/simple-and-robust-infowise-ultimateforms-crmWill CooperTuesday, August 1, 2017https://www.infowisesolutions.com/blog/simple-and-robust-infowise-ultimateforms-crmInfowise UltimateForms with Azure Logic Apps<img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/msazurelogo.png" alt="" width="279" height="144" /> Recently we published a PDF explaining a great practice exercise to integrate <strong>Microsoft Azure </strong>functionality with <strong>Infowise Ultimate Forms</strong>. If you haven't had the opportunity to go through this exercise, I hope you will soon do this. Note that you do need a <strong>Microsoft Azure </strong>account which I strongly encourage you to set up even if just for learning purposes. Here is the article &ndash; there is a PDF link to the exercise at the bottom. <a href="https://www.infowisesolutions.com/training/article.aspx?ID=87">https://www.infowisesolutions.com/training/article.aspx?ID=87</a> <strong>Azure Logic Apps </strong>allow you to connect your SharePoint tools to other tools on the web. The general concept is that within <strong>Azure </strong>you can define a <strong>Trigger </strong>listening for a specific event in many popular web applications integrated with Azure and then define <strong>Actions </strong>that happen as a result of the trigger. (Note that if you are using an on premise SharePoint environment, it is required to use an <strong>on premise data gateway</strong> to connect to your local data. This extra layer isn't necessary with O365 / SharePoint Online.) Think of this as a way to further strengthen the already versatile and powerful <strong>Infowise Actions</strong> in a way that <strong>communicates outside of your SharePoint Environment</strong>. It is possible to integrate your custom <strong>SharePoint </strong>solutions with many popular web based applications including: <strong>Azure AD, Basecamp, Dropbox, CRM, Facebook, FTP, Gmail, Outlook, Google Calendar, Google Sheets, Gotomeeting, JIRA, SQL Server, ZenDesk and many more.</strong> Infowise provides <strong>email import </strong>capabilities, but you can also accomplish email interactivity using <strong>Azure Logic Apps</strong> with SharePoint. One potential application that you could create with these tools is your own built-from-scratch <strong>help desk system</strong>. Here is the general process to create this type of system: <ul> <li>Set up a trigger listening to a custom email address you create e.g. <a href="mailto:helpdesk@yourorganization.com">helpdesk@yourorganization.com</a></li> <li>Using <strong>Azure Logic Apps</strong>, trigger creation of a new SharePoint list record.</li> <li>Capture email data including <strong>Subject</strong>, <strong>Body</strong>, and <strong>From email address</strong>.</li> <li>Set up your <strong>Help Desk List </strong>in SharePoint to capture the email information and <strong>auto-generate a Ticket ID</strong>.</li> <li>Use <strong>Infowise Email Rules </strong>to auto-generate an email to the user that the ticket is being worked on and an email to the relevant manager.</li> <li>Set up an additional <strong>Azure Logic Apps </strong>trigger which responds when a user sends an email that is a follow up including the help desk <strong>Ticket ID</strong>.</li> <li>Set the corresponding action to capture the <strong>Ticket ID </strong>from the email and <strong>Update the corresponding SharePoint list record </strong>instead of creating a new ticket.</li> </ul> You can set up <strong>branching logic</strong> to handle all the different conditions based on user response. I especially like the <strong>visual design surface </strong>that shows branching logic and conditions. Do you have ideas on what to build with these tools? We love to hear about your innovative solutions!https://www.infowisesolutions.com/blog/infowise-ultimateforms-with-azure-logic-appsWill CooperTuesday, August 1, 2017https://www.infowisesolutions.com/blog/infowise-ultimateforms-with-azure-logic-appsEnhance Project Tracking with SharePoint and Infowise Ultimate Forms <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/garrettcurtis/ProjectTracking.png" alt="Project Tracking Home" width="540" height="301" /> We had an excellent webinar today about how to enhance Project Tracking with Infowise Ultimate Forms and SharePoint! Some of the key concepts are Key Performance Indicators (KPI&rsquo;s), Charting + Graphs, and Automation. If you have any interest in adding these features to your site, give this webinar a watch! If you want to watch the webinar from, please go here:&nbsp;<a href="https://www.infowisesolutions.com/webinars.aspx">https://www.infowisesolutions.com/webinars.aspx</a><br />If you want to read about the new Kick-Start Training package, please go here:&nbsp;<a href="https://www.infowisesolutions.com/training.aspx">https://www.infowisesolutions.com/training.aspx</a><br />If you want information on signing up for Kick-Start Training, please drop us an email: <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a>https://www.infowisesolutions.com/blog/enhance-project-tracking-with-sharepoint-and-infowise-ultimate-forms-Garrett CurtisThursday, July 20, 2017https://www.infowisesolutions.com/blog/enhance-project-tracking-with-sharepoint-and-infowise-ultimate-forms-Service Jobs in SharePoint 2016The latest SharePoint version introduces a new setting that can be applied to each of the timer server instances:&nbsp;<a title="AllowServiceJobs" href="https://msdn.microsoft.com/en-us/library/microsoft.sharepoint.administration.sptimerserviceinstance.allowservicejobs.aspx">AllowServiceJobs</a> When this attribute is set to false, basically this server will not be able to execute timer jobs with <a href="https://msdn.microsoft.com/en-us/library/office/microsoft.sharepoint.administration.spjoblocktype.aspx">SPJobLockType</a>: Job ("Service Jobs"). This type of lock is needed to ensure that this timer job is executed only on one of servers, basically to prevent multiple executions of the same logic. Several of our products are affected by this setting:&nbsp;<a href="https://www.infowisesolutions.com/product.aspx?id=SmartImportPro">Smart Import Pro</a>,&nbsp;<a href="https://www.infowisesolutions.com/product.aspx?id=SmartActionPro">Smart Action Pro</a>,&nbsp;<a href="https://www.infowisesolutions.com/product.aspx?id=Newsletter">Newsletter</a>. These Products will not be able to function properly in regards of their background / timed functionality. Another impact may be on the installation process, in terms of failure in deploying required recourse files. Mind that this behavior can be caused only on SharePoint 2016 farms, as previous versions did not allow this setting to be controlled. &nbsp; You can use the following PowerShell script to determine the value of this property in your farm: <table style="height: 241px; width: 623px;"> <tbody> <tr> <td style="border: 1px solid #130ce8; width: 621px; padding-left: 3px;"> $farm = Get-SPFarm $FarmTimers = $farm.TimerService.Instances <span style="color: #0000ff;">foreach </span>($ft&nbsp;<span style="color: #0000ff;">in</span> $FarmTimers) { &nbsp; &nbsp; &nbsp; &nbsp;<span style="color: #cc99ff;">write-host</span> &ldquo;Server: &rdquo; $ft.Server.Name.ToString(); &nbsp; &nbsp; &nbsp; &nbsp;<span style="color: #cc99ff;">write-host</span> &ldquo;Status: &rdquo; $ft.status; &nbsp; &nbsp; &nbsp; &nbsp;<span style="color: #cc99ff;">write-host</span> &ldquo;Allow Service Jobs: &rdquo; $ft.AllowServiceJobs; } </td> </tr> </tbody> </table> &nbsp; And the following script to enable it: <table style="height: 178px; width: 623px;"> <tbody> <tr> <td style="border: 1px solid #130ce8; width: 619px; padding-left: 3px;"> $farm = Get-SPFarm $FarmTimers = $farm.TimerService.Instances <span style="color: #0000ff;">foreach</span> ($ft&nbsp;<span style="color: #0000ff;">in</span> $FarmTimers) { &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="color: #0000ff;">if&nbsp;</span>($ft.AllowServiceJobs -eq $false) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; { &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="color: #cc99ff;">write-host</span>&nbsp;&ldquo;Service jobs are NOT enabled on &rdquo; $ft.Server.Name.ToString(); &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="color: #cc99ff;">write-host</span>&nbsp;&ldquo;Enabling service jobs&rdquo;; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $ft.AllowServiceJobs = $true; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $ft.Update(); &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; } &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="color: #0000ff;">else</span> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; { &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="color: #cc99ff;">write-host</span>&nbsp;&ldquo;Service jobs are enabled on &rdquo; $ft.Server.Name.ToString() &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; } } </td> </tr> </tbody> </table> &nbsp; source:&nbsp;https://www.chrisgolden.de/blog/2017/06/20/sharepoint-2016-active-directory-import-timer-job-does-not-runhttps://www.infowisesolutions.com/blog/service-jobs-in-sharepoint-2016Genady VaismanMonday, July 10, 2017https://www.infowisesolutions.com/blog/service-jobs-in-sharepoint-2016Building SharePoint Solutions with No-Code<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/blog-screen.png" alt="" width="546" height="263" /> We had a great webinar yesterday. I walked through an example of how you can build a sophisticated SharePoint Solution with no code.&nbsp; Even after working with the product for the last 5 years, I am still amazed how much you can accomplish all from within the SharePoint interface. The example I showed is a Help Desk System which I was able to buil from scratch using Infowise settings and configuration. We also walk through these steps in our new&nbsp;<strong>Ultimate Forms Kick-Start Training&nbsp;</strong>which is free for existing customers. If you want to watch the webinar from yesterday, please go here:&nbsp;<a href="https://www.infowisesolutions.com/webinars.aspx">https://www.infowisesolutions.com/webinars.aspx</a> If you want to read about the new Kick-Start Training package, please go here:&nbsp;<a href="https://www.infowisesolutions.com/training.aspx">https://www.infowisesolutions.com/training.aspx</a> If you want information on signing up for Kick-Start Training, please drop me an email: <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a> &nbsp;https://www.infowisesolutions.com/blog/building-sharepoint-solutions-with-no-codeWill CooperFriday, June 23, 2017https://www.infowisesolutions.com/blog/building-sharepoint-solutions-with-no-codeNew Connected Field Training MaterialThere is new training material that covers the Infowise Ultimate Forms Connected Fields. Connected Fields in Infowise add additional functionality on top of the traditional SharePoint lookup column. Infowise allows users to <a title="Create Master-Detail Cascading Lookup Column " href="Creating Master-Detail Cascading Lookup Column ">Create Master-Detail Cascading Lookup Column </a>or <a title="Filter by View" href="https://www.infowisesolutions.com/training/article.aspx?ID=96">Filter by View</a>. The material walks you through step by step how to create a source site as well as custom settings not available in traditional SharePoint.&nbsp;Infowise&nbsp;provides&nbsp;us with additional functionality&nbsp;to cuztomize and add complexity to the relationships between our lists.https://www.infowisesolutions.com/blog/new-connected-field-training-materialRobert CathlinaFriday, June 9, 2017https://www.infowisesolutions.com/blog/new-connected-field-training-materialNew Training is Available - Ultimate Forms Advanced TrainingI am happy to announce a new training offering:&nbsp;<strong>Ultimate Forms Advanced Training (UFA)</strong>. This five-hour lab training is a continuation of&nbsp;<strong>Ultimate Forms Foundation Training (UFF)</strong>. We have written this training content for those who have already completed the&nbsp;<strong>UFF&nbsp;</strong>training and are ready to go deeper and learn more advanced topics. This training is also appropriate for&nbsp;<strong>SharePoint Administrators, SharePoint Developers&nbsp;</strong>and&nbsp;<strong>SharePoint Power Users</strong>&nbsp;as well as customers who are already very familiar with the main aspects of using Ultimate Forms tools. We have provided a detailed description of all the topics covered on our&nbsp;<strong>Instructor-Led Training Page here:</strong> <strong><a href="https://www.infowisesolutions.com/training.aspx">https://www.infowisesolutions.com/training.aspx</a></strong> For organizations that strive to get the most out of the Ultimate Forms platform, this training is sure to demonstrate new concepts that will help you to get even more out of your SharePoint Solutions. If you have any questions about training for your organization, please contact: Will Cooper - Training Coordinator willc@infowisesolutions.comhttps://www.infowisesolutions.com/blog/new-training-is-available---ultimate-forms-advanced-trainingWill CooperWednesday, May 31, 2017https://www.infowisesolutions.com/blog/new-training-is-available---ultimate-forms-advanced-trainingNew Team Member - Robert Cathlina<p style="margin: 0px 0px 11px;"><span style="margin: 0px;"><span style="font-family: Calibri; font-size: medium;">Hello, my name is Robert Cathlina and I recently joined the Infowise team as a Training Specialist. Though I am new to the Infowise platform, I have been working with SharePoint since 2011 to train users and automate processes. SharePoint is robust itself, but I believe strongly in the no code Infowise solution to forms and automation.</span></span> <p style="margin: 0px 0px 11px;"><span style="margin: 0px;"><span style="font-family: Calibri; font-size: medium;">I am excited to better understand and share the <a href="https://www.infowisesolutions.com/uf.aspx">Ultimate Forms Suite</a>. I will begin with writing user guides for the foundational training. This training does a great job of demonstrating all the unique features that the Ultimate Forms platform brings together. These trainings help users to understand the wide range of features that comes with the Ultimate Forms Suite and how to apply them to their day to day tasks.</span></span> <p style="margin: 0px; line-height: normal;"><span style="margin: 0px;"><span style="font-family: Calibri; font-size: medium;">To find out more information on the Foundation-Level labs and Instructor facilitated training, please visit the <a href="https://www.infowisesolutions.com/training.aspx">training information page</a>. If you have any questions on the training or on the product in general, please reach out to me at </span><a title="RobertC@infowisesolutions.com" href="mailto:RobertC@infowisesolutions.com"><span style="font-family: Calibri; font-size: medium;">Robertc@infowisesolutions.com</span></a><span style="font-family: Calibri; font-size: medium;">. </span></span> <p style="margin: 0px; line-height: normal;"><span style="margin: 0px;"><span style="font-family: Calibri; font-size: medium;">&nbsp;</span></span> <p style="margin: 0px; line-height: normal;"><span style="margin: 0px;"><span style="font-family: Calibri; font-size: medium;">Looking forward to training!</span></span>https://www.infowisesolutions.com/blog/new-team-member---robert-cathlinaRobert CathlinaMonday, May 22, 2017https://www.infowisesolutions.com/blog/new-team-member---robert-cathlinaProminent validation errorsHi, We got requests from customers to make validation errors on forms more prominent. Up until now, if you had a validation error on a tab, we would add a red asterisk to the tab name. Customers felt that it was too easy to overlook, especially with larger forms. The Save button would then not work and it would take time to figure out what was going on. We added a more prominent error sign to the tab name and also a validation summary box under form, listing tab and column names with validation errors, like so:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20170518%20validation.png" alt="" width="541" height="267" /> Hope it helps make forms more user-friendly, just re-save the tab settings to get the latest version. The change applies to O365 customers only, on-prem customer already received a similar update in one of the latest versions.https://www.infowisesolutions.com/blog/prominent-validation-errorsVladi GublerThursday, May 18, 2017https://www.infowisesolutions.com/blog/prominent-validation-errorsUsing Azure Logic Apps from your Ultimate Forms EnvironmentFresh off the presses is a new article that talks about how users can tie their forms to services inside of Azure. A prime example is Azure Logic Apps, which enables integration between disparate services like LinkedIn, Twitter, or Dynamics CRM. By setting up a Logic App that is activated through an HTTP Request, users can use the Call a Web Service action in Ultimate Forms to kick off these actions. The high-level process is found in our Training Documentation here: <a href="https://www.infowisesolutions.com/training/article.aspx?ID=87">Using Actions in Azure Logic Apps</a> In the article, we take a SharePoint List to create a place for users to submit moderated tweets. The idea being that the marketing team could approve/disapprove tweets sent out under a corporate account. Then we create an Azure Logic App which takes the tweet as a parameter and sends it over to Twitter for publishing. Then we configure Ultimate Forms actions to pass the tweet as a parameter when it gets approved. In the end, we get tweets from SharePoint using a standard approval process. A screenshot of the Logic App Design Surface&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/isaacstith/Azure%20Logic%20App%20Step%202.png" alt="" width="600" height="379" /> When I learn about new products, I like to see what the limits I can push the software to. Finding integration points especially with services in Azure show users the flexibility the platform offers. In Addition, the pattern followed to interact with a REST Service could easily be replicated across other web properties. Hopefully seeing what Ultimate Forms can do will enable users to try this on their own lists, reaching into their cloud services. So, make sure you take a look the training article and download the related document. <a href="https://www.infowisesolutions.com/training/article.aspx?ID=87"><img src="https://storage.infowisesolutions.com/images/postimages/isaacstith/Azure%20Logic%20App%20Header.png" alt="" width="600" height="451" /></a>https://www.infowisesolutions.com/blog/using-azure-logic-apps-from-your-ultimate-forms-environmentIsaac StithSaturday, May 6, 2017https://www.infowisesolutions.com/blog/using-azure-logic-apps-from-your-ultimate-forms-environmentNew Team Member - Isaac StithHello, my name is Isaac Stith and I have recently joined the Infowise team as a Training Specialist. I am relatively new to the Infowise product though I have been using SharePoint for process improvement since 2012. I love the power that the <a href="https://www.infowisesolutions.com/bundle.aspx?id=UltimateForms">Ultimate Forms Suite</a> brings to SharePoint users and exploring creative solutions. I am very excited to bring my experience in SharePoint and apply it to developing solutions with the Ultimate Forms Suite, sharing that expertise through training. To start, I will be delivering training on the foundation level labs using the Ultimate Forms platform. This training is a great way to get up to speed on the toolset. Users can learn a wide variety of infowmation in their training scenarios, acquiring experience they can directly apply to their day to day approach. To find out more information on the Foundation-Level labs and Instructor facilitated training, please visit the&nbsp;<a href="https://www.infowisesolutions.com/training.aspx">training information page.</a> If you have any question on the training or on the product in general, please reach out to me at <a href="mailto:isaacs@infowisesolutions.com">isaacs@infowisesolutions.com</a>. See you in training!https://www.infowisesolutions.com/blog/new-team-member---isaac-stithIsaac StithThursday, April 27, 2017https://www.infowisesolutions.com/blog/new-team-member---isaac-stithRedirect form after saveHi, New feature in Ultimate Forms: you can now configure where the <em>Edit</em> form redirects when you click on <em>Save</em>. By default, the form redirects back to the list view. Now, you are able to configure the target of redirection to the view (default), edit form or display form. Additionally, you can configure whether to add a new button to the form (Save &amp; Edit or Save &amp; View) or just to use the regular Save button. When you use the regular button and redirect back to Edit form, the second time you save, you will be redirected to the view, to prevent users from getting stuck in an infinite loop. One of the common reasons to use this feature is integration of actions. Actions are executed on Save, so the user might need to perform additional data entry based on the results of the action execution. Note that in this scenario it's best to set the action to execute Synchronously, to make sure it completes before the form reloads. The new features is accessible under <em>General Settings</em> section of <em>Tabs and tab permissions</em>. NOTE: the feature is already added to the app version and will be coming to on-premises version in the next release.https://www.infowisesolutions.com/blog/redirect-form-after-saveVladi GublerMonday, March 20, 2017https://www.infowisesolutions.com/blog/redirect-form-after-saveLocalization of tabs and tab descriptionsHi, In multi-lingual sites, the user interface of the site will appear in the preferred language of the current user. The same site will be displayed in English, French or Spanish, based on who accesses the site. You can even localize the column names, to make the forms appear in the preferred language. When you add tabs and tab descriptions, they will appear in the language in which they were created. So if the site creator uses English, the tab names will appear in English even when the current user sees the site in French. We now added a new feature to Ultimate Forms that allows you to translate the tab names and descriptions into additional languages. They will then appear to user translated into the preferred language (provided of course that you included the relevant translation). Note that section names and fragments cannot be currently translated. NOTE: the feature currently applies to the app version only. There is an <a href="https://www.infowisesolutions.com/blog/Comments.aspx?ArticleId=163">existing translation mechanism </a>in the on-premises version, the new app mechanism will be migrated to the on-prem version in the future.https://www.infowisesolutions.com/blog/localization-of-tabs-and-tab-descriptionsVladi GublerThursday, March 16, 2017https://www.infowisesolutions.com/blog/localization-of-tabs-and-tab-descriptionsAdvanced Forms - Different View for Different Groups<span style="font-weight: 400;">In advanced systems sometimes you need different user levels to have different access to the same data. &nbsp;For example you might have a Sales Management System that has Sales People and Sales Managers SharePoint security groups. &nbsp;Sales People might need read only access to contracts and forecasting data but edit access to customer related fields. &nbsp;Using Infowise Advanced Column Permissions we can use a single list and secure individual fields based on SharePoint security groups.</span> <br /><span style="font-weight: 400;">In this video I walk through an example of how to use Infowise Advanced Column Permissions to secure fields in a single list to provide many different views of the New, Edit and View forms of a single list called Customer.</span> &nbsp;&nbsp; <iframe src="https://www.youtube.com/embed/0ZM6Ced06mU" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/advanced-forms---different-view-for-different-groupsDavid RigginsWednesday, March 8, 2017https://www.infowisesolutions.com/blog/advanced-forms---different-view-for-different-groupsFrom address on Print actions (Office 365)Hi, The From address on the Print actions in the app version of Ultimate Forms is now configurable for site collection administrators. You can still leave it empty to use your own email address. Non-administrator will not be able to configure this address and will always use their own address. This addition applies to the app version only and is not applicable on premises.https://www.infowisesolutions.com/blog/from-address-on-print-actions-(office-365)Vladi GublerFriday, February 24, 2017https://www.infowisesolutions.com/blog/from-address-on-print-actions-(office-365)Automatic indexing in Associated Items columnsHi, For Associated Items column we need to be able to quickly fetch the relevant child items for each parent, so you can create advanced forms with repeating tables. When you have a limited numbr of items, it is not an issue, the query will be perfomed very fast. But as your list grows, SharePoint will have a hard time retrieving the child items for the particular parent among thousand of items in the child list. This is where indexing can help. When you configure indexed columns, SharePoint is able to perform queries on those columns much quicker. What more, once you reach the throttling threshold of the list, all queries are blocked. Unless you are using indexed columns! Until now, users had to configure the indexes on their own, which was not very convenient. Now, we added automatic index management mechanism. Whenever you create a new Associated Items column or update an existing one, we will ensure that the column we use for fetching items are properly indexed. Note: this feature is already available on Office 365. Our on-premises customers will receive the feature in the next release.https://www.infowisesolutions.com/blog/automatic-indexing-in-associated-items-columnsVladi GublerFriday, February 24, 2017https://www.infowisesolutions.com/blog/automatic-indexing-in-associated-items-columnsBuilding a Learning Management System in SharePointAlmost all organizations prioritize training their employees. SharePoint is a great place to build and manage your training related information. Here is an example of how you can build a dynamic solution easily by just using Infowise Ultimate Forms in SharePoint. This solution allows for management of courses and classes and lets users see individual dashboards and calendars which show only the filtered information that is relevant. It is easy to get started with a basic system that you can build according to your own organization's needs and then add extra functionality after your system is live. Let me know if you have any questions on how to go about making a system like this. I'd love your feedback - please send questions to <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a>. &nbsp; <iframe src="https://www.youtube.com/embed/GRGnJZP21mQ" width="700" height="450" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/building-a-learning-management-system-in-sharepointWill CooperThursday, February 23, 2017https://www.infowisesolutions.com/blog/building-a-learning-management-system-in-sharepointPassing Data from Parent to Child Lists<span style="font-weight: 400;">Linking two lists together using Infowise Associated Items is a powerful tool for simplifying data relationships inside SharePoint. &nbsp;Often it is necessary to pass data from these parent lists to the child lists in order to easily build reports or run Infowise Smart Actions.</span> <br /><span style="font-weight: 400;">In this video I go through a step by step process on how to setup a default values between two lists that have an Infowise Associated Item connection.</span> &nbsp; <iframe src="https://www.youtube.com/embed/aR_G98Ig5MY" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/passing-data-from-parent-to-child-listsDavid RigginsFriday, February 3, 2017https://www.infowisesolutions.com/blog/passing-data-from-parent-to-child-listsFeb 2017 - Newest features rollupHi, We constantly work on improving and expanding the capabilities of Ultimate Forms, ensuring that it's the best platform for your business solution needs. Many of these features are based on our customers' feedback and I would like to sincerely thank you for that! During the last couple of months, despite the winter holiday season, we released a number of new features: <ul> <li>Supporting automatic import of data from CSV and TSV files</li> <li>Enhancing $GetValue function. Now you are able to select the item, from which to pull a value, not only by ID, but also by any text or numeric field</li> <li>Supporting multiple colors in progress bars, even allowing the bar to change color according to value</li> <li>Connected Lookup column can now pull data even from large lists, which the regular lookup can't handle. You can use the type-ahead feature to only pull th data when one or more characters are typed, greatly improving performance</li> <li>Associated Items Summary columns can now be configured not to perform background calculations. Although it's a great feature, in some scenarios these calculations can update the item in the background while it's already open in the Edit form, causing a save conflict. You now have the flexibility to specify when to run these updates and when not too.</li> </ul> Note that some features first appear in the app version and only later get implemented in the on-premises version. It doesn't mean we are not 100% committed to our on-prem customers, it's just easier to deploy new features to the cloud first, but the two version are kept compatible at all times.https://www.infowisesolutions.com/blog/feb-2017---newest-features-rollupVladi GublerThursday, February 2, 2017https://www.infowisesolutions.com/blog/feb-2017---newest-features-rollupUltimate Forms is now running on AzureHi, Great news! We have recently completed the migration of our servers to Azure. On this new hosting platform we can offer greater performance and flexibility for our Office 365 add-ins. Probably the most exciting feature is the ability to host the application at multiple locations around the world and automatically redirect the user to the geographically closest location. For our European customers this geo-location feature also ensures that your data never leaves the territory of the European Union, in compliance with European data privacy laws and regulations. Another fantastic feature is the ability to almost instantly scale the computing power, according to the changing demand. We are able to add new web application instances within seconds, making sure that the application is always available and always responsive, no matter how heavy the workload is.https://www.infowisesolutions.com/blog/ultimate-forms-is-now-running-on-azureVladi GublerThursday, February 2, 2017https://www.infowisesolutions.com/blog/ultimate-forms-is-now-running-on-azureDisable updates on Summary columnsHi, When you use Associated Items column in your list and an Associated Item Summary column, we add event receivers to the child list to update the summary column in the parent when child items are added, modified or deleted. That helps the summary value in the parent to stay up-to-date. When you open your existing parent for editing and then update one of the child items within that parent, it will run an update on the parent behind the scenes. When you then try and save the parent, you will receive an error message indicating that a Save Conflict has occurred. That is because the parent was updated in the background and the form is no longer valid. In most cases, it's not a problem, but if your scenario requires such updates, it could be problematic. That's why we added a new setting on the summary column to disable automatic background update. It will ensure that Save Conflicts are not caused, but note that updates to the child items will stop updating the parent, the parent itself will have to be saved to recalculate the summaries. This is an advanced setting and should only be used when your use case requires it. The feature is currently available in the app version of Ultimate Forms and will be added to the on-premises version soon as well.https://www.infowisesolutions.com/blog/disable-updates-on-summary-columnsVladi GublerFriday, January 27, 2017https://www.infowisesolutions.com/blog/disable-updates-on-summary-columnsNew features in Connected Field for Office 365Hi, We extended support for on-demand loading on values. You can now configure the field to only start loading values when the user types in several charaters. That ensures that only a small subset of the list values is loaded, resulting in much better performance, especially when working with large list. We also provide support for lists that exceed the throttling threshold (over 5,000 items), you an use these lists as well! Localization support is also added, the field will now appear in your language.https://www.infowisesolutions.com/blog/new-features-in-connected-field-for-office-365Vladi GublerFriday, January 20, 2017https://www.infowisesolutions.com/blog/new-features-in-connected-field-for-office-365New - Add colors to your progress barsHi, &nbsp; Our Indicator columns allow you to add progress bars, KPIs and countdowns to any SharePoint list or document library. It's super-easy to do and it instantly makes the data in the list clear to understand at the first glance. Until now, you only had one option for the color of the progress bar. Although it does look cool, we wanted to provide you with more flexibility. Introducing color ranges! Now you can assign a different color to one or more value ranges, for example green for up to 80% and red when over 80%. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201701161.png" alt="" width="513" height="350" /> Pretty powerful, right? And still super easy to do. Take a look at the settings below: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201701162.png" alt="" width="810" height="383" /> The green color is the default, so we don't really need to specify it (and it also makes sure that all your existing columns continue to function as usual). In my example, I'm adding Red range from 80% and up, this way it will be Green when &lt;=80% and Red when &gt;80%, as we see in the screenshot above. For now, it's only supported in our O365 add-in version, but it's coming to the on-premises version soon!https://www.infowisesolutions.com/blog/new---add-colors-to-your-progress-barsVladi GublerMonday, January 16, 2017https://www.infowisesolutions.com/blog/new---add-colors-to-your-progress-barsSimplify Data Relationships and Presentation with No Custom Code<span style="font-weight: 400;">We just completed our first webinar of the year showing you how to easily create a Time Sheets solution with Infowise Ultimate Forms. What you will see in the video is how we can easily relate two different custom lists and create easy to consume views which is one of the bigger challenges in SharePoint.</span><span style="font-weight: 400;"><br /></span><span style="font-weight: 400;"><br /></span><span style="font-weight: 400;">In our example, we show that customization doesn't have to be difficult when using the right set of tools - Infowise Ultimate Forms! &nbsp;The demo shows a solution that hits the big needs of any business: relating and viewing data in an easy and simple way so you can get more done.</span> &nbsp; <span style="font-weight: 400;">The tools we focus on are: </span><span style="font-weight: 400;"><br /></span> <strong>Associated Items</strong><br /> <strong>Color Fields</strong><br /> <strong>Indicator Fields</strong><br /> <strong>Tabs</strong><br /> <br /><span style="font-weight: 400;">This example shows how using simple configurations and Infowise Ultimate Forms you can build powerful tool inside SharePoint.</span> &nbsp; <iframe src="https://www.youtube.com/embed/va-RumRNbeI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/simplify-data-relationships-and-presentation-with-no-custom-codeDavid RigginsThursday, January 12, 2017https://www.infowisesolutions.com/blog/simplify-data-relationships-and-presentation-with-no-custom-codeNew - call SharePoint Online REST API from actionsHi, New and exciting feature added! You can now call SharePoint Online (Office 365) REST API directly from Actions in the app version of Ultimate Forms. We've had the "Call web service" action for a while now, and although extremely powerful, it lacked the ability to communicate with Office 365 REST APIs, due to the complex authentication system required. But now we've added this capability, allowing you to run any custom API calls from actions to perform operations we don't provide direct support for. And because it's REST, you can even perform those operations on a completely different tenant, as long as you have the necessary credentials. In my example, I'm simply updating the Title column of the item, adding "1" to the end of the existing title. I'm going to explain no to configure the REST call correctly. <img class="img-responsive" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sprest.png" alt="" width="789" height="476" /> <ul> <li>In the URL enter the endpoint for the call. We allow the use of our Value Builder here, so you can inject column values. For instance, here I'm entering the ID of the current item.</li> <li>Under Credentials enter your Office 365 credentials, the user entered must have the necessary permissions to execute the call</li> <li>Under Parameter values we enter expected JSON string. The key on the left has to be JSON, on the right you enter the JSON expression itself. Again, use any column values you need</li> <li>Under Headers we need to enter the two headers required by the Update List Item API call. X-HTTP-Method to inform SharePoint that we are performing an update of an existing item (MERGE) and IF-MATCH rule to handle concurrent updates (using * allows us to update any version of the item)</li> </ul> That's it. Now whenever we execute the action, the item's title get updated. Another example: We are adding a copy of an item to Tenant B when an item is added in Tenant A: <img class="img-responsive" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/sprest1.png" alt="" width="786" height="454" /> &nbsp;With the full SharePoint REST API at your disposal, there is no limit to what you can do! For more info regarding the SharePoint REST API, <a href="https://msdn.microsoft.com/en-us/library/office/jj164022.aspx">read here</a>.https://www.infowisesolutions.com/blog/new---call-sharepoint-online-rest-api-from-actionsVladi GublerWednesday, December 21, 2016https://www.infowisesolutions.com/blog/new---call-sharepoint-online-rest-api-from-actionsBuilding a Dynamic Approval System in SharePoint with No Custom CodeWe just completed our final webinar of the year which was our most popular topic yet. It seems like everyone needs to build a <strong>custom approval system</strong> in SharePoint! Using out-of-the-box SharePoint this can be a difficult process which requires special tools and difficult customization steps. In our example, we show that the customization doesn't have to be difficult when using the right set of tools - Infowise Ultimate Forms! The demo shows a system that hits on all of the popular features of this type of system: <ul> <li>Electronic Signatures</li> <li>Attach document to approval emails</li> <li>Progress bar to show status of approval process</li> <li>Detect and escalate stalled approvals</li> <li>History tracking to show what has already taken place in the approval process</li> <li>Dynamically set the number of approvers and their names which can be different with each approval</li> <li>Security control the approvals so that only the designated approvers can complete the approval</li> </ul> There are many ways to set up an approval system. It is likely that every organization needs to do something a little bit different. This example can be modified according to your own custom requirements by changing settings in&nbsp;<strong>Infowise Actions, Custom Field Validation, Tabs &amp; Tab Permissions&nbsp;</strong>and E<strong>mail Alert Settings</strong>. All of the customization can be done in configuration screens in SharePoint and with no custom code. &nbsp; &nbsp; <iframe src="https://www.youtube.com/embed/TtjziXT-W0o" width="800" height="473" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/building-a-dynamic-approval-system-in-sharepoint-with-no-custom-codeWill CooperThursday, December 15, 2016https://www.infowisesolutions.com/blog/building-a-dynamic-approval-system-in-sharepoint-with-no-custom-codeNew - import CSV files into SharePointHi, Integrating line of business applications with SharePoint is often a challenge. Despite the tremendous progress in technologies and protocols, such as REST, that make it a lot easier than in the past, older applications might not have those capabilities. In some cases, the only data export you can accomplish is comma-delimited or tab-delimited text files (CSV or TSV, for comma-separated or tab-separated values). This is the most basic textual representation of table-like data that most applications can either write or read. Once you have the file produced and exported to an accessible location, you need to automate the import process to get the data into SharePoint lists. That's where <em>Smart Import Pro</em> (a component of <a href="/uf.aspx">Ultimate Forms</a>) can help you. Smart Import Pro can automate import of data from emails, databases and web services, so you can set up a polling profile and have the data processed in the background, unsupervised. The latest version of Smart Import Pro also supports CSV/TSV text files! The file needs to be placed in a location accessible through a URL. It can be a web server or SharePoint, whatever works best for you. You can even use basic authentication to access it on a non-SharePoint web service (on SharePoint, we will access it with the application credentials). When you set up your import profile, we will read your file and extract "columns" from it. We will then try to figure out what type of data you have in each column:&nbsp;text, number or date, based on the values in the first row of data. We will assign a name to each such column (col1, col2, etc.) and allow you to map them using Actions. Through actions you specify what should be done with the data. You can create new list items, update existing ones or even sync (combining Create and Update). Normally, we require you to specify a <em>Last Updated</em> date column so we know which items are new and need to be imported and which have already been processed. For text files, the <em>Last Updated</em> column is optional, as it's common to have the file replaced periodically, so the entire file need to be imported each time. You can also use functions to manipulate data while importing (combine multiple columns into one, perform calculations and so on). Using Smart Import Pro you can now integrate your legacy application with SharePoint (including Office 365) easier than ever before!https://www.infowisesolutions.com/blog/new---import-csv-files-into-sharepointVladi GublerTuesday, December 13, 2016https://www.infowisesolutions.com/blog/new---import-csv-files-into-sharepointThe Power of ConditionsHi, When you use Ultimate Forms, conditions are everywhere. Many components use conditions to determine when an alert needs to be sent when an action needs to run or what columns to show on a form. Conditions are a great way of pinpointing the exact cases when the component should run, giving you precise control over your solution. Here are some of the fantastic features that make conditions in Ultimate Forms so useful: <h3>Validation</h3> We will check the value you enter in&nbsp;a condition and make sure it's valid both in terms of syntax and expected data type. For example, when you miss a bracket, your syntax is invalid. And when you try to compare a number field to a date value, there is a data type mismatch. Note that you can compare text columns to any value, it will simply be automatically converted to text. Yes/no columns should be compared to the textual representation of yes/no in your language (for instance, yes, yeah, sure, approved, true, 1 and so on), signature columns behave just as yes/no. Using our Value Builder you don't need to memorize anything, both column names and functions are available for you to just double-click and use. <h3>Functions</h3> You can compare column values to typed-in values or to values of other columns, but the real power comes with the use of functions. Functions allow you to manipulate values and even perform calculations, based on your own logic. For example, use $Year to return the year part of a date or use $Extract to return&nbsp;a part of text according to a pattern. There is a wide selection of functions available. You can even combine multiple functions together! <h3>After Change Conditions</h3> Sometimes it's worth knowing not only what is the current value of a column, but also what was the previous value. For example, you only want to send an alert about a request being approved when the approval status changes to Approved. The item might get updated again in the future, while still approved, but we don't want to send any more alerts. That's when you use our "after change" condition property to make sure the condition is only passed when the column's current value satisfies the condition and the previous value does not. It's also a great way of determining if a column has been&nbsp;changed at all. <h3>Data Type-specific Operators</h3> Depending on the data type of the column involved you will see a different set of operators. For example, text columns will show operators such as <em>Equals</em> or <em>Contains</em>, while number columns will show such operators as <em>Greater than</em> or <em>Less than</em>. The correct set of operators is presented automatically. <h3>Conjunctions</h3> Combining multiple conditions together you create even more sophisticated solutions. You are able to combine using either <em>And</em> or <em>Or</em>. We use a simple, yet effective system, where the current conditions is evaluated in conjunction with the result of all previous conditions. This allows you to develop complex logic without the need for parenthesis. <h3>Internal Column Names</h3> Conditions are stored using internal column names. These names are assigned when a column is the first creator and do not change when you rename a column or display your site in a different language. Nevertheless, when editing conditions, you always see the display names of the columns, exactly as you know them. Rename a column, and the conditions keep working without any need for updates. In summary, conditions help make your solution smarter, use them whenever you can and explore their power to the fullest.https://www.infowisesolutions.com/blog/the-power-of-conditionsVladi GublerMonday, November 28, 2016https://www.infowisesolutions.com/blog/the-power-of-conditionsActions vs WorkflowsHi, Once you realize that simply storing your data in SharePoint lists doesn't actually do anything, you know you need to throw&nbsp;automation and business process management into the mix. Whenever a user saves an item, things need to start happening behind the scenes, such as additional updates, additional items being created, external systems being called, emails being sent and so on. And as a SharePoint professional, you know that all you need is the good old workflow engine, right? Well, not necessarily. Despite being deeply integrated in the SharePoint experience, workflows are not always the right tool for the job. I personally had a lot of experience with workflows back in the day, building custom ones using Visual Studio (and other tools) or even simply using SharePoint Designer. And I always had a feeling that things are just too complicated for a tool that is supposed to give a quick and easy solution to regular users, not hardcore developers. There are just too many moving parts, too many steps and even the approach itself targets mainly people with prior knowledge or experience in workflows. There is one scenario I like bringing up while talking to people. When I create an item in a regular SharePoint Contacts list, I have a field for Last name, First name and Full name. Full name is basically a combination of First name and Last name, so the question is: would you create a workflow to fill in Full name automatically if left blank? I would say that almost everyone I talked to said no, it's not worth the trouble. They would prefer their users to work a bit harder, than to develop, deploy and support a workflow. And this is how we know we have a problem. You could say, workflow engines are great for complex, multi-stage processes, that's their main purpose. I will not argue here, although not sure I would agree either. The thing is that the&nbsp;vast majority of automation needs are not those complex processes, they are actually the small improvements, like the Full name above. Those completely fall under the radar, because they are not worth the effort of the workflow developer. This is why we had to develop a solution that would be simpler, easier, non-technical, but yet as powerful. And we developed <em>Actions</em>. Actions are everything workflows are not. They are light-weight, autonomous, simple to configure and require no deployment. They can be added, modified and removed one-by-one, without distrupting the whole system, as the need occurs, and do not require extensive workflow-specific knowledge. In fact, there is no flowchart involved whatsoever! And creating a solution based on actions takes minutes, not days. Let me list just a few of the main differences between actions and workflows and let you make up your own mind: <h3>Initiation</h3> Workflows are started automatically, when an item is created or updated or they can be started manually. Actions can be initiated through a variety of events (item created, modified, attachment added, document checked in, etc.), but they can also be started on a timer (2 days before the due date, or every Friday), and manually (a lot simpler, through a dedicated ribbon button, that can be shown or hidden based on the user permissions. Another huge differences: actions can even run before you save the item, so you can perform additional checks and even prevent the item from being saved if&nbsp;needed. Quick example: room reservation system that will prevent you from double-booking resources! <h3>Action Types</h3> Built-in workflows (using SharePoint Designer, without any fancy 3rd party extensions) are pretty limited. Even when using Flow, the extent of customizations you can implement is not that impressive. How about creating a new SharePoint site, managing item permissions, creating a user in Active Directory or even simply create an item in a list that the user doesn't have permissions for? You can do all that with actions, simply and easily. <h3>Development Time</h3> Workflow starts with a flowchart. Even the simplest one. You wouldn't believe how many people would stumble at this step already. Despite what you keep hearing, it's not natural for everyone to think about what they need to do&nbsp;in the way of a visual flowchart, some people just don't work that way. Actions don't use flowcharts. Each action is created separately and is simply configured to run when it's needed (for example, when an item is created or the approval status is set to Approved). Save the action and it's ready to go, there is no deployment, multiple workflow versions and no specialized tools to learn. It's not uncommon to develop and deploy a whole solution using actions in under 20 minutes! <h3>Ultimate Forms Integration</h3> Because Actions are a part of Ultimate Forms, there are many ways in which they interact with other UF components or provide unique functionality. There is an action to generate Associated Tasks based on a user/group field value (each person get an individually generated task) or you can use Signature columns in conditions as Yes/no. There are lots of other examples as well. &nbsp; The purpose of actions is not to replace workflows. In fact, there are many scenarios where a workflow might be the right tool for the job. Actions are there to provide you with an alternative and to avoid complexity where none is needed. &nbsp;https://www.infowisesolutions.com/blog/actions-vs-workflowsVladi GublerMonday, November 28, 2016https://www.infowisesolutions.com/blog/actions-vs-workflowsImporting data from Microsoft Azure's cloud MSSQL Database<span style="font-weight: 400;">Integrating SharePoint with outside data sources can be a difficult task. &nbsp;In the past I have had to build data connections in SharePoint Designer, build SQL Server Integration Services packages or custom .Net code. &nbsp;In my experience those solutions were difficult and time consuming to say the least. </span> <span style="font-weight: 400;">Importing data using the Infowise Smart Import Pro tool takes that complexity out of importing data. &nbsp;With a connection string and some default fields you fill out a single page of configurations and you can pull data in from a wide variety of sources.</span> <span style="font-weight: 400;">In this video I go through a step by step process of building a custom list and connecting it to a Microsoft Azure Cloud MSSQL database. &nbsp;I dive into structuring the custom list, what fields are required to make it work and how to validate your import is working correctly.</span> &nbsp; <br /> <br /> <iframe src="https://www.youtube.com/embed/Lo23InHQrhg" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/importing-data-from-microsoft-azure's-cloud-mssql-databaseDavid RigginsFriday, November 18, 2016https://www.infowisesolutions.com/blog/importing-data-from-microsoft-azure's-cloud-mssql-databaseNew Team Member - David Riggins<p dir="ltr" style="color: #222222; text-transform: none; line-height: 1.38; text-indent: 0px; letter-spacing: normal; font-family: arial, sans-serif; font-size: 12.8px; font-style: normal; font-weight: normal; margin-top: 0pt; margin-bottom: 8pt; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: #ffffff; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px;"><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">Hello, my name is David Riggins and I have joined the Infowise team as a Training Specialist. I have been using Infowise to develop solutions since 2014 and have experience with both the On-Premise and App (Office 365) versions of the Infowise </span><a style="color: #1155cc; text-decoration: none;" href="https://www.infowisesolutions.com/bundle.aspx?id=UltimateForms" target="_blank" rel="noopener" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=https://www.infowisesolutions.com/bundle.aspx?id%3DUltimateForms&amp;source=gmail&amp;ust=1479563056844000&amp;usg=AFQjCNEdY7XisgT2M4klAfCYaggUzjqmNg"><span style="color: #337ab7; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">Ultimate Forms Suite</span></a><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">.</span> <p dir="ltr" style="color: #222222; text-transform: none; line-height: 1.38; text-indent: 0px; letter-spacing: normal; font-family: arial, sans-serif; font-size: 12.8px; font-style: normal; font-weight: normal; margin-top: 0pt; margin-bottom: 8pt; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: #ffffff; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px;"><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">As a SharePoint Architect for a big aerospace manufacturer I was tasked to make SharePoint as functional as possible and save time and money. As I looked around for 3rd party tools to enhance SharePoint I came across Infowise.&nbsp; I instantly saw the potential for InfoWise to leverage SharePoint into a Rapid Application Development tool.&nbsp; We implemented Infowise throughout the organization, trained the power users and built sophisticated systems that solved real problems.</span> <p dir="ltr" style="color: #222222; text-transform: none; line-height: 1.38; text-indent: 0px; letter-spacing: normal; font-family: arial, sans-serif; font-size: 12.8px; font-style: normal; font-weight: normal; margin-top: 0pt; margin-bottom: 8pt; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: #ffffff; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px;"><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">Infowise offers an excellent Foundations-level lab based training course, it is the perfect way for new users to get up to speed on the Infowise Ultimate Forms Suite toolset. Head over to the </span><a style="color: #1155cc; text-decoration: none;" href="https://www.infowisesolutions.com/training.aspx" target="_blank" rel="noopener" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=https://www.infowisesolutions.com/training.aspx&amp;source=gmail&amp;ust=1479563056844000&amp;usg=AFQjCNGyzy7XNC2m4ac5deg4RoQbgH9-WA"><span style="color: #337ab7; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">training info page</span></a><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;"> to learn more about the offerings. Please feel free to reach out to me at </span><span style="color: #337ab7; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;"><a style="color: #1155cc;" href="mailto:DavidR@infowisesolutions.com" target="_blank" rel="noopener">DavidR@infowisesolutions.com</a></span><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;"> if you have any questions about the product or the training.</span> <p dir="ltr" style="color: #222222; text-transform: none; line-height: 1.38; text-indent: 0px; letter-spacing: normal; font-family: arial, sans-serif; font-size: 12.8px; font-style: normal; font-weight: normal; margin-top: 0pt; margin-bottom: 8pt; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: #ffffff; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px;"><span style="color: #333333; font-family: arial; font-size: 14px; vertical-align: baseline; white-space: pre-wrap;">I hope to meet you in a training course soon!</span>https://www.infowisesolutions.com/blog/new-team-member---david-rigginsDavid RigginsFriday, November 18, 2016https://www.infowisesolutions.com/blog/new-team-member---david-rigginsWelcome to our Partner NewsletterThis is the very first issue of our Partner Newsletter. We hope to be able to deliver a new issue every 2 weeks, informing you of product features, tips and tricks, implementation ideas and everything else you need to to boost your productivity and make Ultimate Forms the most invaluable tool in your toolbox. We understand that embracing a new platform is not without its challenges and we will do everything we can to make it as smooth as possible for you, because your success is our success as well. We are actively looking for partners willing to share their story with others in a form of a short case study that we can then share with everyone through this newsletter. It doesn't have to be long (a page or two is more than enough) and you don't need to disclose any sensitive information. The goal is to create a productive and omnidirectional flow of ideas and best practices for everyone's benefit. We are considering various compensation mechanisms to make it worth your while. So please approach us with your ideas and we hope to see a partner case study in our next issue.https://www.infowisesolutions.com/blog/welcome-to-our-partner-newsletterVladi GublerThursday, November 10, 2016https://www.infowisesolutions.com/blog/welcome-to-our-partner-newsletterDiscount code for SPTechCon San Francisco 2016Hi, Thinking of going to SPTechCon San Francisco 2016, December 5-8? We are certainly going to be there with a booth! SPTechCon: The SharePoint Technology Conference is returning to the San Francisco Bay Area, December 5-8, 2016! SPTechCon offers more than 80 classes and panel sessions &mdash; presented by the most knowledgeable instructors working in SharePoint today &mdash; to help attendees improve their skills and broaden their knowledge of Microsoft's collaboration and productivity software. SPTechCon will shine a light on SharePoint 2016, the latest on-premises server release from Microsoft. But there will also be plenty of excellent information, tips and tricks for working with SharePoint 2013 and 2010, as well as Office 365, with practical information you can put to use on the job right away! Whether you're looking to upgrade to a more current version, making a move to the cloud, or simply need answers to those daunting problems you've been unable to overcome, SPTechCon is the place for you! As an exhibitor, we are excited to&nbsp;offer you a&nbsp;discount code that will provide you with $200 off a 4-day or 3-day full conference pass at SPTechCon.&nbsp;At the end of the registration process in the payment section, you may use the discount code <strong>INFOWISE</strong> to receive this discount. See you in San Francisco!https://www.infowisesolutions.com/blog/discount-code-for-sptechcon-san-francisco-2016Vladi GublerWednesday, November 2, 2016https://www.infowisesolutions.com/blog/discount-code-for-sptechcon-san-francisco-2016Create an expense report in SharePoint - step-by-stepHi, <em>Expense Report</em> is one of the most common forms that almost any organization needs. You want to be able to quickly and easily report your business expenses and then route the form for approval. You would not believe how many places, even today,&nbsp;still use pen and paper, Excel or Word documents! Not everyone has the skills and the knowledge to build a robust modern solution for this common need. But with SharePoint it's all so much easier. It's a great collaboration platform that is designed from the ground up to handle data and processes in shared, multi-user environment, while still preserving the necessary security restrictions. SharePoint out of the box is a great starting point for many business solutions and a lot can be done using SharePoint Designer or custom development. However, it's not always easy to build something slightly more advanced. For instance, multiple line items within the expense report or dynamic routing (when the approver is set dynamically based on the department) are certainly challenges that might have you scratching your head. In this blog I will provide you with step-by-step instructions on how to build a real life expense report, complete with an approval stage. I will be using our product, <a href="https://www.infowisesolutions.com/uf.aspx">Ultimate Forms</a>, to add the necessary extra on top of regular SharePoint lists to make sure the process works exactly how I need it to work. Basically, we will be implementing the following: <ol> <li>Being able to create a new expense report. Some of my information, such as my name, will be automatically pre-filled.</li> <li>The line items can be added directly within the New form of the expense report, no save is necessary to start adding the line items</li> <li>Summary is automatically calculated based on the line items</li> <li>Manager for approval is automatically determined by selecting the appropriate department</li> <li>Manager will receive a notification in email with a link to the expense report. For extra credit we can even implement email-based approvals!</li> <li>Once the expense report is approved or rejected, the employee is notified.</li> </ol> Our finished form will look something like this:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/designed%20form.png " alt="" width="750" height="632" /> Cool, right? :) So let's start! I will be using the Office 365 add-in version of Ultimate Forms, but you can do exactly the same on premises as well. <h3>Creating Lists</h3> In SharePoint, our data is stored in lists, so we will need several lists for our Expense Report soluition. <ol> <li><strong>Departments</strong><br />This list will contain the various departments our employees belong to. It will then be used as a lookup source for our Department column in the Expense Reports list. We will start with a regular Custom list and just add one column of type Person or Group and call it Manager. It will hold the manager for the department<br /><img style="box-shadow: 4px 4px 3px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610264.png" alt="" width="393" height="323" /><br /><br /></li> <li><strong>Line Items</strong><br />This list will contain the line items for the expense report. We will start by create a new <em>Custom</em> list. To allow the parent and the child lists to create and maintain a relationship, we will need to replace the default <em>Item</em> content type with our special<em> Infowise Associated Item</em> content type. It contains a set of special hidden columns that allow us to create the relationship between the child and the parent items. To replace the content type do the following: <ol> <li>Go to <em>List Settings</em></li> <li>Go to <em>Advanced Settings</em></li> <li>Choose <em>Yes</em> for <em>Allow management of content types</em> (the first option on the page)<br /><img style="box-shadow: 4px 4px 3px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610261.png" alt="" width="608" height="226" /></li> <li>Save</li> <li>Under <em>List Settings</em> you will now see a new section for managing content types. Click on "<em>Add from existing site content types</em>".</li> <li>Select "<em>Infowise Associated Item</em>" content type and save</li> <li>Back on <em>List Settings</em>, click on <em>Item</em> content type and then delete it from the list<br /><img style="box-shadow: 4px 4px 3px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610262.png" alt="" width="651" height="182" /><br /><br /></li> </ol> <br />Next, we will configure the list columns: <ul> <li>Rename&nbsp;<em>Title</em> to <em>Details</em></li> <li>Add a choice column <em>Expense Type</em> and fill th choices you want (such as Fare, Lodging, Meals, Entertainment, etc.)</li> <li>Add a date colum <em>Date</em></li> <li>Add a currency column <em>Amount<br /><img style="box-shadow: 4px 4px 3px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610263.png" alt="" width="605" height="299" /><br /><br /></em></li> </ul> </li> <li><strong>Expense Reports<br /></strong>The main list holding all the data regarding the expense reports, excluding the line items. Start by creating a new Custom list. Now let's configure the columns:</li> <ul> <li>Rename <em>Title</em> to <em>Report ID</em></li> <li>Add a date column <em>Date</em>, you can set the default to <em>Today</em></li> <li>Using <em>Ultimate Forms</em> add a new <em>User Property</em> column named <em>Employee Name</em>. It will be used to automatically prefill the submitter's name. In the Office 365 add-in version, you can use the following formula: [FirstName] [LastName]. In the on-premises version you can do the same to fetch the data from SharePoint Profile service, or, if using Foundation, directly from Active Directory: [givenName] [sn]</li> <li>Add a lookup column <em>Department</em> using the <em>Departments</em> list, make it required</li> <li>Add a text column <em>Location</em> (to specify where the expenses took place)</li> <li>Add date columns <em>Start Date</em> and <em>End Date</em></li> <li>Using <em>Ultimate Forms</em> add a new <em>Associated Items column</em> named <em>Items</em>. It will point to our <em>Line Items</em> list and use the <em>Infowise Associated Items</em> content type<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610265.png" alt="" width="651" height="384" /></li> <li>Using <em>Ultimate Forms</em> add a new <em>Associated Items Summary</em> column named <em>Subtotal</em>. It will calculate a <em>Sum</em> of the <em>Amount</em> column in <em>Items<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610266.png" alt="" width="650" height="179" /><br /></em></li> <li>Add a currency column <em>Advance,</em> set the default to 0</li> <li>Add a calculated column <em>Total</em>, using the formula <em>=Subtotal-Advance</em>, set the display format to <em>Currency</em></li> <li>Add a choice column <em>Approval Status</em>, add choices <em>N/a</em>, <em>Approved</em> and <em>Rejected</em>, make it required and make sure <em>N/a</em> is the default</li> <li>Add a date column <em>Approval Date</em></li> <li>Add a multiple lines of text column <em>Approval Comments</em></li> </ul> </ol> That's it, all our lists are created, so we can start turning them into an actual business application. <h3>Configuring Forms</h3> Well, we actually just need to configure one form, the Expense Report itself. First, let's configure automatic numbering for Report ID. This way each report will have a unique identifier. I used the format EXR-&lt;submitter name&gt;-&lt;year&gt;-&lt;numerator&gt;, but you can use any other format you like. <ol> <li>Go to <em>Expense Reports</em> list</li> <li>On the List ribbon click on <em>Ultimate Forms' Design</em> button</li> <li>Under <em>Configure Business Logic</em> click on <em>Item IDs</em></li> <li>Add a new rule for <em>Report ID</em> column. Set it to run on <em>New item</em> and check <em>Prevent manual editing</em>. Under <em>Pattern</em> enter: EXR-[Employee Name]-$Year([Created])-[#]</li> <li>Save<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610267.png" alt="" width="650" height="469" /></li> </ol> Next, let's configure the tabs and tab permissions. This will ensure users can only update the information they are allowed to. <div> <ol> <li>Go to <em>Expense Reports</em> list</li> <li>On the List ribbon click on <em>Ultimate Forms' Design</em> button</li> <li>Under <em>Configure Layouts and Permissions </em>click on <em>Tabs and tab permissions</em></li> <li>Add a new tab <em>Expenses</em></li> <li>Under <em>Tab-column Association</em> pick the following columns to appear on the tab: <ol> <li>Employee Name</li> <li>Date</li> <li>Department</li> <li>Add section: Trip Details</li> <li>Start Date</li> <li>End Date</li> <li>Location</li> <li>- Blank Row -</li> <li>Items</li> <li>- Blank Row -</li> <li>Subtotal</li> <li>- New Row -</li> <li>Advance</li> <li>- New Row -</li> <li>Total</li> </ol> </li> <li>Under Tab Permissions add the following rules:<br /> <div class="table-responsive"> <table class="table" style="border: 1px solid black;"> <tbody> <tr> <td>Permission level&nbsp;</td> <td>For users/groups</td> <td>Default</td> <td>Apply in forms</td> <td>Conditions</td> </tr> <tr> <td>&nbsp;Write</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;New</td> <td>&nbsp;</td> </tr> <tr> <td>Read&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;Edit;View</td> <td>&nbsp;</td> </tr> <tr> <td>&nbsp;Write</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;Edit</td> <td>&nbsp;Approval Status equals N/a</td> </tr> </tbody> </table> </div> </li> <li>Add a new tab <em>Approval</em></li> <li>Underr <em>Tab-column Association</em> pick the following columns to appear on the tab: <ol> <li>Approval Status</li> <li>Approval Date</li> <li>Approval Comments</li> </ol> </li> <li>Under <em>Tab Permissions</em> add the following rules:<br /> <div class="table-responsive"> <table class="table" style="border: 1px solid black;"> <tbody> <tr> <td>Permission level</td> <td>For users/groups</td> <td>Default</td> <td>Apply in forms</td> <td>Conditions</td> </tr> <tr> <td>&nbsp;Deny (hidden)</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>New</td> <td>&nbsp;</td> </tr> <tr> <td>&nbsp;Read</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>Edit;View</td> <td>&nbsp;</td> </tr> <tr> <td>&nbsp;Write</td> <td>&nbsp;Column: Department -&gt; Manager</td> <td>&nbsp;</td> <td>&nbsp;Edit</td> <td>&nbsp;Approval Status equals N/a</td> </tr> </tbody> </table> </div> </li> <li>Under <em>General Settings</em> choose <em>Modern</em> theme, Label location: Above field, Description location: Under field and Columns: 2</li> <li>For extra credit, let's apply custom styling to the form to make it really stand out. You can make use of the styles described in<a href="https://www.infowisesolutions.com/blog/Example%20of%20form%20design"> this article</a>. Or, in Office 365, you can now import the style from <a href="https://storage.infowisesolutions.com/images/postimages/vladigubler/expensereportblue.json">this file</a>&nbsp;(right-click as Save As).</li> </ol> &nbsp; <h3>Configuring Alerts</h3> With the forms done, now it's time to configure some alerts. We are going to be adding 2 alerts, one to inform the manager that an expense report has been submitted and the other one to inform the submitter regarding the outcome of the approval. <h4>Alert #1</h4> <ul> <li>Go to<em> Expense Reports</em> list</li> <li>On <em>List</em> ribbon click on <em>Add Alert</em> button</li> <li>Under <em>Recipients</em> remove yourself from <em>To </em>box</li> <li>Click the plus button to add a new recipient</li> <li>Under <em>Users in column</em> select <em>Department</em> and then in the additional selector - <em>Manager<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610268.png" alt="" width="692" height="354" /><br /></em></li> <li>Under <em>What to send</em> clear everything but <em>Item is added</em></li> <li>Under <em>Mail Templates</em> create your own email template, it can contain text, column values and special functions (such as <em>Edit Item link</em>)<br /><img style="box-shadow: 4px 4px 3px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610269.png" alt="" width="650" height="379" /></li> <li>Save the alert</li> </ul> <h4>Alert #2</h4> <ul> <li>Go to <em>Expense Reports</em> list</li> <li>On List ribbon click on <em>Add Alert</em> button</li> <li>Under Recipients remove yourself from <em>To</em> box</li> <li>Click the plus button to add a new recipient</li> <li>Under <em>Users in column</em> select <em>Created By</em></li> <li>Under <em>What to send</em> clear everything by <em>Item is modified</em></li> <li>Under <em>Conditions</em> add <em>Approval Status after change not equals N/a</em> - that will make sure the alert is only sent when an approval decision is made</li> <li>Under <em>Mail Templates</em> create your own email template, it can contain text, column values and special functions</li> <li>Save the alert</li> </ul> &nbsp;That's it! Your <em>Expense Report</em> system is ready for action! </div>https://www.infowisesolutions.com/blog/create-an-expense-report-in-sharepoint---step-by-stepVladi GublerWednesday, October 26, 2016https://www.infowisesolutions.com/blog/create-an-expense-report-in-sharepoint---step-by-stepActions Instead of Workflow in SharePointWe had a great session today talking about how easy it is to set up actions instead of creating workflow in SharePoint Designer. When it is so easy and fast to create actions using Infowise, it is hard to imagine a reason that we would want to create traditional SharePoint workflow. If you missed out on the session today, I hope you can take some time to see just how easy it is to set up a wide variety of actions with Infowise Ultimate Forms. We are all the time finding new ways to use these tools to create great solutions in SharePoint. I hope you find this useful. Please drop me a note to discuss whatever is on your mind SharePoint related! willc@infowisesolutions.com&nbsp; &nbsp; &nbsp; <iframe src="https://www.youtube.com/embed/MPuGNl1X9yg" width="650" height="420" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/actions-instead-of-workflow-in-sharepointWill CooperFriday, October 21, 2016https://www.infowisesolutions.com/blog/actions-instead-of-workflow-in-sharepointIntegrating applications using RESTHi, In today's world it's important to make your applications talk to each other and exchange data. But&nbsp;in today's cloud-based world, some of the applications you use don't even belong to you! Fortunately, there is an industry-standard way of gluing the pieces together. REST is a simple but powerful protocol that modern applications expose to allow you to fetch, add, update and delete information over the web, without the need for direct programmatic access. Today I'm going to show you how to leverage this protocol to be able to link together two applications: <ol> <li>Your SharePoint (on-premises or in Office 365)</li> <li>Mailgun - an incredibly powerful, but simple mass mailing service</li> </ol> Basically, what we are going to do is create a mailing list in <a href="https://mailgun.com">Mailgun</a> for our partners and add the partner email to the list automatically whenever a partner is added to a <em>Partners</em> list in SharePoint. So next time you want to send your newsletter to partners, this new partner will already be on the list. We are going to be using <a href="https://www.infowisesolutions.com/ufapp.aspx">Ultimate Forms</a> app (yes, this example is based on Office 365), but you can also use the <a href="https://www.infowisesolutions.com/uf.aspx">on-premises</a> version. We are going to be using just the Actions component, so you can also <a href="https://www.infowisesolutions.com/product.aspx?id=SmartActionProApp">get it separately</a> if you prefer. <ol> <li>First, create a list of partners in your SharePoint site. It can be any type of list, as long as it contains text columns for the partner name and email.</li> <li>Set up your free Mailgun account <a href="https://mailgun.com">here</a>. They even allow you to send up to 10,000 emails per month for free!&nbsp;Mailgun with provide you with an API key that will need for the following&nbsp;steps. You can find the API key under <em>Domains</em> -&gt; &lt;<em>your production domain</em>&gt;<br /><img style="box-shadow: 4px 4px 4px #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610190.png" alt="" width="607" height="433" /></li> <li>In Mailgun set up a mailing list called <em>Partners</em>, with an email such as <a href="mailto:partners@yourdomain.com">partners@yourdomain.com</a>.&nbsp;</li> <li>From your <em>Partners</em> list in SharePoint click on <em>Design</em> button in the ribbon to enter <em>Ultimate Forms</em>, and then under <em>Configure Business Logic</em> click on <em>Actions</em></li> <li>Select <em>Call web service</em> as your action type and choose <em>New</em> as your event.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610191.png" alt="" width="650" height="253" /></li> <li>Switch to <em>Action Settings</em> tab<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/201610192.png" alt="" width="650" height="329" /></li> <li>Switch to <em>REST</em> mode under <em>Service type</em>.</li> <li>Enter the URL for the REST endpoint. It will be&nbsp;<em>https://api.mailgun.net/v3/lists/&lt;your mailling list URL&gt;/members</em></li> <li>Under <em>Authentication</em> choose <em>Credentials.</em></li> <li>Under <em>User name</em> enter <strong>api.</strong></li> <li>Under <em>Password</em> enter your API key.</li> <li>Set <em>Method</em> to <em>POST.</em></li> <li>Map paramers <em>name</em> and <em>address</em> to the columns containing your partner name and email address respectively.</li> <li>Save the action.</li> </ol> This is it, when you add your next partner to the SharePoint list, their details will be automatically added to the mailing list in Mailgun!https://www.infowisesolutions.com/blog/integrating-applications-using-restVladi GublerWednesday, October 19, 2016https://www.infowisesolutions.com/blog/integrating-applications-using-restMore design examplesHi, <p class="well">UPDATE (206-11-14): you can now import styles directly through a file! We got great response for <a href="https://www.infowisesolutions.com/blog/Example-of-form-design">my previous example</a> of form design that can be easily achieved using Ultimate Forms. Today I've create a couple more designs to help our customers create great looking forms. The first design is dark and modern: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016100301.png" alt="" width="650" height="557" /> Download the style <a href="https://storage.infowisesolutions.com/images/postimages/vladigubler/expensereportdark.json">here </a>and then import into your list: &nbsp; The second design is very pink and cheerful :) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016100302.png" alt="" width="650" height="571" /> Download this style&nbsp;<a href="https://storage.infowisesolutions.com/images/postimages/vladigubler/expensereportpink.json">here</a> and then import it into your list Shouldn't take you more than just a minute to apply it, feel free making any modification to suit your needs!https://www.infowisesolutions.com/blog/more-design-examplesVladi GublerMonday, October 3, 2016https://www.infowisesolutions.com/blog/more-design-examplesSharePoint Automation From the BrowserWith the recent announcement that both SharePoint Designer 2013 and Infopath 2013 will be the final versions of the software going forward, many of you are no doubt concerned about the future of SharePoint customization. Thankfully, rather than having to resort to custom solutions from Visual Studio, a must more efficient option is available with <strong>Infowise Ultimate Forms</strong>. &nbsp; Using this toolset, you can create very powerful business automation tools right from the browser itself, with no code! Have a look at this 30-minute presentation detailing some of the features of Infowise Ultimate Forms as well as a look at the process of customization from the browser. If you are interested to hear more about what can be achieved with this toolset, please don&rsquo;t hesitate to reach out to me at <a href="mailto:gcurtis@infowisesolutions.com">gcurtis@infowisesolutions.com</a>. &nbsp; <iframe src="https://www.youtube.com/embed/Wcm1WM6GYgg" width="700" height="450" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/sharepoint-automation-from-the-browserGarrett CurtisSunday, September 25, 2016https://www.infowisesolutions.com/blog/sharepoint-automation-from-the-browserPermissions through a lookup columnHi, We added a new feature to the app version, that was already present in the on-premises version for quite some time, but I'm not sure many people were aware of. It's an extremely powerful feature that helps create sophisticated application in virtually no time. Consider the following scenario. I'm creating a vacation request form. I'm filling in my details, start and end date of the vacation and the department I belong to. The Department field is a lookup to the list of departments. Once submitted, the form needs to be approved by the department head, who is different for each department. The approval is done through a second tab, that is only opened for editing for the appropriate department head. How can we do it easily with Ultimate Forms. You can use permissions rules based on lookup columns. In the source list of the lookup we will add a Person or Group column, in our case Manager column in the Departments list. In that column we will specify the manager for each department. We will then create a Write permission rule and assign it to the column Department. As it's a lookup column, our product will show a selector for the secondary, Person column from the source list of the lookup, in our case, Departments. Select our Manager column there and that's it! The correct manager only will be allowed to approve the request. And of course, pictures are worth 1000 words. The Departments list will look like this: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016090801.png" alt="" width="361" height="237" /> Now, we set permissions on our Approval tab in the Vacation Requests list: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016090802.png" alt="" width="781" height="512" /> Now we are ready to see some results. When I open a request for a department where I am the manager: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016090803.png" alt="" width="544" height="241" /> As you can see, I can edit the approval status. But what happens when I edit a request where I am not the department manager: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2016090804.png" alt="" width="545" height="169" /> The tab is now locked down and I can't edit it. Pretty cool, right? :)https://www.infowisesolutions.com/blog/permissions-through-a-lookup-columnVladi GublerThursday, September 8, 2016https://www.infowisesolutions.com/blog/permissions-through-a-lookup-columnCelebrating Email ImportingOne 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 <a href="https://www.infowisesolutions.com/training/article.aspx?ID=73">new training unit based around email importing</a>! 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.&nbsp;Below is the example email approval workflow, the training starts at creating a simple list and adds the email alert and email import. <img src="https://www.infowisesolutions.com/Documentation/Images/62c5ed10-9389-47b0-8a04-ce208757b0b2/EmailFlowchart.png" alt="Email Workflow" width="607" height="502" /> &nbsp; For more examples and information about email importing, please review these additional resources: <ul> <li><a href="https://www.infowisesolutions.com/blog/Importing%20emails%20into%20SharePoint%20lists?search=14854">Previous Blog post &ldquo;Importing emails into SharePoint lists&rdquo;</a></li> <li><a href="https://infowisesolutions.com/blog/comments.aspx?ArticleId=61&amp;search=14854">Previous Blog post &ldquo;Creating email-driven business process in SharePoint&rdquo;</a></li> <li><a href="https://www.infowisesolutions.com/documentation/?ID=39">The product documentation</a></li> </ul> Leave us a comment and let us know&nbsp;how you are using email importing on your environment and let us know which training you would like to see next!https://www.infowisesolutions.com/blog/celebrating-email-importingGarrett CurtisMonday, August 29, 2016https://www.infowisesolutions.com/blog/celebrating-email-importingExample of form design<p class="well">UPDATE: more design examples <a href="https://www.infowisesolutions.com/blog/More-design-examples">here</a> <p class="well">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 <a href="https://storage.infowisesolutions.com/images/postimages/vladigubler/expensereportblue.json">here</a> (right-click and choose Save As) Hi, 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. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/Designed%20Form.png" alt="" width="750" height="632" /> 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 &amp; 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.https://www.infowisesolutions.com/blog/example-of-form-designVladi GublerFriday, August 26, 2016https://www.infowisesolutions.com/blog/example-of-form-designCustom SharePoint Solutions With No CodeToday I had the opportunity to speak with many of you regarding an alternative development path for SharePoint: Custom Solutions With No Code. Building custom Solutions on the SharePoint platform often comes with many challenges, but&nbsp;<strong>Infowise Ultimate Forms&nbsp;</strong>really cuts through a lot of those challenges and allows for SharePoint power users to be able to build and maintain their own custom solutions. Usually SharePoint development must be done through programming and requires multiple layers of customization that are difficult to manage. Customizing with Infowise is all done through configuration in the SharePoint interface. I hope you'll take the time to watch our presentation if you weren't able to attend our meeting today. Please send me a note if you are curious about how you can solve your own requirements using our toolset: <strong>willc@infowisesolutions.com</strong> &nbsp; <iframe src="https://www.youtube.com/embed/t_3gVe6kpd4" width="700" height="450" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/custom-sharepoint-solutions-with-no-codeWill CooperTuesday, July 19, 2016https://www.infowisesolutions.com/blog/custom-sharepoint-solutions-with-no-codeImproving Customization of Forms using Infowise<img style="display: block; margin-left: auto; margin-right: auto; border: 1px solid #333333;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/forms-pic.png" alt="" width="221" height="168" /> There is tremendous opportunity when it comes to customizing SharePoint forms using Infowise. In working with various organizations I often feel that form (pun intended!) is not balanced with functionality. There is a focused effort to model the business process, but not enough attention is put towards making forms attractive and delivering a user friendly experience that is <strong>visually appealing</strong>. In many cases, this type of customization has required someone with coding experience and the process of customizing anything related to look and feel in SharePoint forms has been cumbersome. Therefore this key part of the process often gets thrown right out the window. Infowise provides great tools which make this process accessible and even fun to do. (At least a little bit!) I really feel that there are many kinds of opportunities to improve web forms in SharePoint. Here are some newly added training topics that explore significant steps that you can take to <strong>help your forms to look great</strong>: <ul style="list-style-type: square;"> <li><a title="Customize Form Width to 100%" href="../../training/article.aspx?ID=70" target="_blank" rel="noopener">Customize Form Width to 100%</a>&nbsp;shows you how to paste in some simple CSS entries in the&nbsp;<strong>Tab Settings&nbsp;</strong>section to make your forms fill the width of the page 100%.</li> <li><a title="Creating a Dynamic Header (1/2)" href="../../training/article.aspx?ID=11" target="_blank" rel="noopener">Creating a Dynamic Header (1/2)</a>&nbsp;looks at how to customize the&nbsp;<strong>Title Bar&nbsp;</strong>which&nbsp;shows above the tabs in Infowise forms. In this example we show how to <strong>help users clearly see when they are in the edit form versus the display form</strong>.</li> <li><a title="Creating a Dynamic Header (2/2)" href="../../training/article.aspx?ID=71" target="_blank" rel="noopener">Creating a Dynamic Header (2/2)</a>&nbsp;looks at further customization of the&nbsp;<strong>Title Bar&nbsp;</strong>focusing on making list forms look different between various lists. Also shown is how to use icons for differentiating tools and providing a visual anchor point for users.</li> <li><a title="Fragments - Inserting Custom Diagrams in Forms" href="../../training/article.aspx?ID=72" target="_blank" rel="noopener">Fragments - Inserting Custom Diagrams in Forms</a>&nbsp;show you a simple way to have <strong>visually compelling diagrams directly in your forms</strong> to help guide users through the process.</li> </ul> There are so many possibilities when it comes to form customization. <strong>In many cases, small changes can lead to a lot of positive feedback and add polish to the whole experience.</strong> Have you discovered other form customizations? I always love to see what new things people are coming up with. Please let us know if you have any questions related to these steps!https://www.infowisesolutions.com/blog/improving-customization-of-forms-using-infowiseWill CooperWednesday, July 13, 2016https://www.infowisesolutions.com/blog/improving-customization-of-forms-using-infowiseOffice 365 New Experience and Ultimate FormsHi, If you use Office 365, you might've noticed that Microsoft started rolling out the "new experience" UI for the document libraries. It looks radically different from what you are used to, not like SharePoint, but more like OneDrive. The whole rendering mechanism for both list views and forms has been updated and streamlined, using modern, responsive UI that works great no matter what device you use. Unfortunately, it does come with a price. At this point, the new UI is completely uncustomizable, meaning that any special column types or forms extensions that you might use, such as Ultimate Forms tabs or columns, cannot be rendered on the new UI. If it's important for you to preserve the rich form experience of Ultimate Forms, make sure to switch your document libraries back to "classic experience" for as long as customization are not supported (Microsoft promises more support for customizations in the future). You can do it in Advanced settings of a particular document library or, if you are an administrator, tenant-wide, using PowerShell script. For more information on how to change the UI, read the following article:<br /><a href="https://support.office.com/en-us/article/Switch-the-default-for-document-libraries-from-new-or-classic-66dac24b-4177-4775-bf50-3d267318caa9?ui=en-US&amp;rs=en-US&amp;ad=US">https://support.office.com/en-us/article/Switch-the-default-for-document-libraries-from-new-or-classic-66dac24b-4177-4775-bf50-3d267318caa9?ui=en-US&amp;rs=en-US&amp;ad=US </a>&nbsp;https://www.infowisesolutions.com/blog/office-365-new-experience-and-ultimate-formsVladi GublerTuesday, July 5, 2016https://www.infowisesolutions.com/blog/office-365-new-experience-and-ultimate-formsNew features and improvements recapHi, Today I'd like to list some of the great new features and improvements that've been recently added to the various components of Ultimate Forms to make your life easier! <h2>Smart List Pro</h2> <ul> <li>Option to duplicate column permissions - instead of re-typing your settings, you can simply copy them. Available in the on-premises version, coming soon to the app version.</li> <li>Client-side validation rules - most of the rules are now validated by the browser, without the need to submit the form first. These even include some advanced functions and calculations. Checking for errors in the browser saves you time, you don't have have to wait for the form to be submitted just to realize that some of the data was wrong.</li> </ul> <h2>Smart Action Pro</h2> <ul> <li>Notifications while executing long-lasting manual actions - informs the user that the action is still running</li> <li>Support for non-default schema executing DB stored procedures</li> <li>Improved permissions defining impersonation - ensures only authorized users can configure impersonation options</li> </ul> <h2>Smart Alert Pro</h2> <ul> <li>Extended support for sending SMS notifications</li> <li>Improved support for handling file attachments</li> </ul> <h2>Connected Field</h2> <ul> <li>New auto-complete control</li> </ul> <h2>Smart Print Pro</h2> <ul> <li>Option to define From address for the email function</li> <li>Improved support for Color Field</li> </ul> <h2>LOB Item Link Field</h2> <ul> <li>New auto-complete control</li> <li>Automatic Get functionality</li> <li>Support for non-default schemas</li> </ul> <h2>Color Field</h2> <ul> <li>Added 200 additional icons</li> </ul> <h2>Document Link Field</h2> <ul> <li>Links are now clickable in New and Edit forms</li> </ul> &nbsp;https://www.infowisesolutions.com/blog/new-features-and-improvements-recapVladi GublerMonday, June 6, 2016https://www.infowisesolutions.com/blog/new-features-and-improvements-recapNew Team Member - Garrett CurtisHello, my name is Garrett Curtis and I have joined the Infowise team as a Training Specialist! I have been using Infowise to develop solutions since 2014 and have experience with both the On-Premise and App (Office 365) versions of the Infowise <a href="../../bundle.aspx?id=UltimateForms">Ultimate Forms Suite</a>. I first started using Infowise when I was tasked with designing a Project Management site for use by over 300 project managers, engineers and technicians. This site had to be robust, flexible, and (most importantly) easy to use. Using Infowise Ultimate Forms I was able to deliver a solution that exceeded everyone's expectations, and all without using any custom coding! Ever since, I have been a big supporter of the Infowise product and I very excited to be helping out with your training needs. Infowise offers an excellent Foundations-level lab based training course, it is the perfect way for new users to get up to speed on the Infowise Ultimate Forms Suite toolset. Head over to the <a href="../../training.aspx">training info page</a> to learn more about the&nbsp;offerings. Please feel free to reach out to me at&nbsp;<a href="mailto:gcurtis@infowisesolutions.com">gcurtis@infowisesolutions.com</a>&nbsp;if you have any questions about the product or the training. I hope to meet you in a training course soon!https://www.infowisesolutions.com/blog/new-team-member---garrett-curtisGarrett CurtisMonday, May 2, 2016https://www.infowisesolutions.com/blog/new-team-member---garrett-curtis[Webinar] Ultimate Forms - A New Approach to Building SharePoint Solutions<iframe src="https://www.youtube.com/embed/jCGXKjP_VNY?rel=0&amp;showinfo=0" width="640" height="360" frameborder="0" allowfullscreen="allowfullscreen"></iframe> Building custom solutions in SharePoint can be a daunting process. There are many options, but it is hard to know where to begin. An ideal system should let you build solutions with only a few steps right in the SharePoint interface.&nbsp; Infowise Ultimate Forms is a set of tools that allows you to build directly from the SharePoint interface with the least amount of hassle. Here we take look at how these tools open the door to a new and easier approach for SharePoint development.​https://www.infowisesolutions.com/blog/[webinar]-ultimate-forms---a-new-approach-to-building-sharepoint-solutionsVladi GublerThursday, April 21, 2016https://www.infowisesolutions.com/blog/[webinar]-ultimate-forms---a-new-approach-to-building-sharepoint-solutionsConnecting to Exchange Online from Ultimate Forms for Office 365Hi, Several of Ultimate Forms components can interact with your Exchange Online: <ul> <li>Alerts will send your alerts through Exchange Online mailboxes</li> <li>Import will import emails from Exchange Online mailboxes</li> <li>Print will send your print-outs to recipients through Exchange Online mailboxes</li> <li>Actions will automate printing and send the print-out through Exchange Online mailboxes</li> <li>Calendars will display your Exchange Online calendars in an app part, as well as allowing you to add new events directly from the app part</li> </ul> To be able to establish a secure connection to Exchange Online and send or receive items from Exchange Online, we have to receive a valid access token. Print is the simplest component, as it always runs interactively. When an access token is needed, you will be prompted for your consent (just once) and that's it. Pop-ups must be allowed so you will see the consent window. For other components, it's a bit more complicated. As they mostly run in the background, there is no way to ask the user for the consent at runtime. We need to request an administrative consent beforehand instead. Because this consent applies to all the users of the tenant, a Global Administrator's consent is required. Depending on the component, it's given in different ways: <ul> <li>Alerts: an administrator has to visit the Administration page (accessible from the gear icon in the top right corner of the Alerts page). There, click on the Grant button (at the button of Adminstration section). That's it, the app can now send alerts on your behalf. You can always retract your consent through your Azure administration settings.</li> <li>Import: when you first create an import profilee that uses Exchange Online, you will be prompted for consent. It is given just once, all subsequent profiles can be added without it.</li> <li>Actions: when you try to save a Print (or Active Directory) action, you will asked for consent, even if one has already been given in the past</li> <li>Calendars: when you add an Exchange data source, you will be asked for consent if it's the first ever Exchange data source.</li> </ul> That's it, not too complicated. Just make sure you have the necessary permissions, otherwise you will receive a Sign In error in the consent page and the error message will ask you to log in as an administrator.https://www.infowisesolutions.com/blog/connecting-to-exchange-online-from-ultimate-forms-for-office-365Vladi GublerTuesday, March 29, 2016https://www.infowisesolutions.com/blog/connecting-to-exchange-online-from-ultimate-forms-for-office-365Building an Onboarding Solution using Infowise Ultimate FormsToday we took a look at building an Onboarding Solution in SharePoint using Infowise Ultimate Forms. Building HR related solutions has never been so accessible to HR teams than it is now with the combination of Infowise Ultimate Forms and SharePoint. &nbsp; This product works great in both on premise SharePoint installations and also Office 365. &nbsp; The ability to create custom processes and interfaces without having to use SharePoint designer or using custom programming is truly a remarkable opportunity for HR SharePoint users. It is particularly important that these tools allow the flexibility to model processes and the interface to meet the specific needs of each organization. Adding this toolset creates a virtually unlimited opportunity to create any kinds of tools users need to collaborate on their business processes. &nbsp; Are you concerned about getting started with the product? We are ready and eager to help with training your team. Take a look at our training section and also our lab based foundation training. There are resources available to help you get a jump start as you start with these tools. &nbsp; Do you have some ideas on an HR related project that is needed in your organization? Please drop me a note and let me know what you are considering: <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a> Look forward to talking with you soon! &nbsp; <iframe src="https://www.youtube.com/embed/FUwEoI_ngm0" width="700" height="400" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/building-an-onboarding-solution-using-infowise-ultimate-formsWill CooperThursday, March 17, 2016https://www.infowisesolutions.com/blog/building-an-onboarding-solution-using-infowise-ultimate-formsHow Ultimate Forms for Office 365 is updatedHi, Those of you coming from the on-premises environment are used to frequent version upgrades and try to keep your product up to date to take advantage of latest features and bug fixes. But how do you keep the app version up to date? Well, the short answer is you don't need to. Because the app is hosted by us, it is always up to date. We constantly add new features and fix issue, to make sure you get the absolute maximum. Pay close attention and from time to time you will discover changes in the settings, new options, a more simplified approach and so on. Most server-side components require no action on your part. The only components that do require some sort of intervention are the client-side form-oriented components (tabs, special columns and so on). The way these work is by uploading the latest scripts from our website into yours each time you save your settings. So when we release a new version of the script, it is not immediately available to your site, but must be uploaded by re-saving the settings. In some cases, the script is also cached by your browser and that cache might need to be manually cleared. It doesn't mean that you actually need do anything proactively. The new script will be implemented when you take advantage of the new features and the old script is still functional and will work great. So in conclusion: Office 365 approach gives you peace of mind, that's one of the greatest promises of the cloud!https://www.infowisesolutions.com/blog/how-ultimate-forms-for-office-365-is-updatedVladi GublerThursday, March 17, 2016https://www.infowisesolutions.com/blog/how-ultimate-forms-for-office-365-is-updatedNew Training Available - Ultimate Forms Foundation Lab TrainingI am happy to announce that we are offering a new style of personal hands on training to new and existing customers! <strong>Ultimate Forms Foundation&nbsp;</strong>training consists of four hours of in depth training which takes users through all the key functionality used in&nbsp;<strong>Infowise Ultimate Forms</strong>. This in depth content allows users to get lots of practice with the entire range of Infowise related functionality. This practice will be a huge help for new customers who want to <strong>kick start development&nbsp;</strong>when they first start using the tools or for existing customers looking to increase their use of the product. We're already planning for the first training sessions and I hope that your organization will consider scheduling a training session soon. Please reach out to me <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a>&nbsp;if you have questions about the training. Look for more information in the <a href="../../training.aspx">Foundation Training Info</a><strong>&nbsp;</strong>section of the site soon. Here is a short video that describes the new training: &nbsp; <iframe src="https://www.youtube.com/embed/4rpv8f53rWw" width="700" height="460" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/new-training-available---ultimate-forms-foundation-lab-trainingWill CooperMonday, February 22, 2016https://www.infowisesolutions.com/blog/new-training-available---ultimate-forms-foundation-lab-trainingBuild Your Own Applicant Tracking System with InfowiseWe had a great session on Thursday in which we took a look at developing an&nbsp;<strong>Applicant Tracking System&nbsp;</strong>inside SharePoint using&nbsp;<strong>Infowise Ultimate Forms</strong>. In many cases organizations feel forced to settle for a "canned solution" which many not have all the features and requirements necessary. Building your own solution using&nbsp;<strong>Infowise Tools&nbsp;</strong>allows for a deep level of customization and the ability to fully customize according to specific needs. These tools are ideal for&nbsp;<strong>Human Resources&nbsp;</strong>related needs which can be addressed fully on the SharePoint platform. Whether your group is using&nbsp;<strong>Office 365&nbsp;</strong>or&nbsp;<strong>On premise SharePoint</strong>, Infowise has you covered. If you missed out on our Webinar, please take a look below. Next month we'll take a look at building a custom&nbsp;<strong>Onboarding System&nbsp;</strong>to help new employees getting started. &nbsp; <iframe src="https://www.youtube.com/embed/gzZOEBArCyk" width="700" height="380" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/build-your-own-applicant-tracking-system-with-infowiseWill CooperMonday, February 22, 2016https://www.infowisesolutions.com/blog/build-your-own-applicant-tracking-system-with-infowiseBuilding a Business Process for Sales Quote GeneratorSales Quote Generator Install the products included in the <a href="https://www.infowisesolutions.com/applications.aspx"><strong>Ultimate Forms Suite</strong></a>. You can get a full-featured 30-day trial version <a href="../../dl.aspx?id=UltimateForms&amp;bundle=true">here</a>. Create a blank site called Quote Generator. Create a custom list named <em>Product Categories</em>. It will list all the product categories and the manager assigned to each category. Add a Person/Group column called Manager. We will come back to this to add and Infowise Associated Column later. [QG_001] Create a custom list named <em>Products</em>. Add an <a href="../../documentation/?ID=37&amp;search=8826">Infowise Connected Field</a> column called Category, pointing to the <em>Product Categories </em>list. Using a <em>Connected Field</em> will give you the option of adding new Product Categories directly from the <em>Products list</em>, in the midst of adding a product. This is really cool, as if your category is not in the list, you do not need to leave your entry form in the middle to go and add it to another list. Add a Person/Group column called Manager [QG_002] Let&rsquo;s now go back to the <em>Product Categories</em> list and add an Infowise Associated Items column set to the <em>Products</em> list, this will allow us to add items to the Product list while associating them to their product category [QG_003]https://www.infowisesolutions.com/blog/building-a-business-process-for-sales-quote-generatorDerek KentTuesday, January 26, 2016https://www.infowisesolutions.com/blog/building-a-business-process-for-sales-quote-generatorTake Control of your SharePoint Help Desk SystemWe had a great meeting today where we demonstrated the natural way that&nbsp;<strong>Infowise Ultimate Forms&nbsp;</strong>can be used to easily build and customize your own Help Desk System in Sharepoint: <iframe src="https://www.youtube.com/embed/tJcdtADjBbA" width="700" height="400" frameborder="0" allowfullscreen="allowfullscreen"></iframe> There are many off the shelf ticketing systems, but these can often become too limiting when it is necessary to meet specific custom requirements. Our tools often the versatility to build a system that meets many custom requirements without having to use any code: <ul> <li>Automatic ticket history tracking</li> <li>Customized email alerts on ticket updtes</li> <li>Dynamic dashboards using visual indicators</li> <li>Stalled ticket tracking and alerts</li> <li>Overall ticket status charting</li> <li>Ticket file attachments (inline)</li> <li>Filtered views based on ticket status</li> <li>Tabbed interface with logically grouped fields</li> <li>Security group settings to control user access levels</li> </ul> I'm interested to hear what kinds of custom requirements you would like to use in your help desk system... Please drop me an email or post a comment. What would you like your ticket tracking system to accomplish?https://www.infowisesolutions.com/blog/take-control-of-your-sharepoint-help-desk-systemWill CooperTuesday, January 19, 2016https://www.infowisesolutions.com/blog/take-control-of-your-sharepoint-help-desk-systemBuilding a Business Process for Bug TrackingHello, &nbsp; If you keep track of our product line, you are probably aware that we offer a suite of&nbsp;18 of our forms-oriented products, called the <a href="https://www.infowisesolutions.com/bundle.aspx?id=UltimateForms">Ultimate Forms Suite</a>. The suite allows you to build complex business processes in SharePoint using just your browser. Such features as different tabs for different stages of the process, simplified data entry and relationships between items, to name but a few, turn any regular SharePoint list into a <span style="text-decoration: underline;">complete data management system</span>. We've created a business process for demo purposes, called <em>Bug Tracker</em>. In this process, an employee can&nbsp;track bugs by entering&nbsp;an item in&nbsp;list describing the bug and it's&nbsp;related project and module,&nbsp;can assign multiple tasks related to the bug and can track tasks related to the resolution to the bug from eith the list or the home page.&nbsp;<strong>Watch </strong>the video now to see how it works: &nbsp; &nbsp;<iframe src="//www.youtube.com/embed/T_IG-xUmAaQ" width="425" height="350"></iframe> &nbsp; 1. Install the products included in the <strong><a href="https://www.infowisesolutions.com/applications.aspx">Ultimate Forms Suite</a></strong>. You can get a full-featured 30-day trial version <a href="../../dl.aspx?id=UltimateForms&amp;bundle=true">here</a>. 2. Create a blank site. 3. Create a custom list named <em>Projects</em>. It will hold the types of vehicles you can order. You do not need to add any columns, the built-in <em>Title </em>column will suffice. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_001.png" alt="BT_001" width="723" height="396" /> &nbsp; 4. Create a custom list named <em>Modules</em>. Add a lookup column, named <em>Projects</em>, pointing to the <em>Projects </em>list. You can use the regular lookup field or our <em>Connected Field</em>, which will give you the option of adding new projects directly from the <em>Modules list</em>, in the midst of adding a new project. This is really cool, as if your project is not in the list, you do not need to leave your entry form in the middle to go and add it to another list. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_002.png" alt="BT_002" width="760" height="398" /> 5. Create a task list for bug-related tasks. We will use the <em>Associated Tasks </em>content type and call the list <em>Tasks</em>, no need to change any of the default settings. 6. Create a document library for related documents. Call it <em>Documentation</em>, Add a lookup column, named <em>Projects</em>, pointing to the <em>Projects </em>list. Then add a lookup column, named <em>Modules</em>, pointing to the <em>Modules </em>list. 7. Now we come to the main list of our system, the one that will store and manage the reservations themselves. Create a custom list called <em>Bugs</em>. 8. These are the columns we need to include in the list. I will explain the settings for our custom fields in more details. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_003.png" alt="BT_003" width="639" height="597" /> <em>9. Module </em>column is a <em><a href="../../product.aspx?id=ConnectedFields2007">Connected Field </a></em>master-detail column, meaning that the Modules list in the column is filtered according to the value selected in the <em>Project</em> column. First we tell the column what list to take the values from and which column to show, so far it is almost identical to how the regular lookup field works. Now we tell it to link to parent, specifying the parent lookup column in the current list AND the link column, which is the lookup column in the <em>Modules </em>list pointing to the <em>Projects </em>list, we called it <em>Projects</em>, remember? <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_004.png" alt="BT_004" width="717" height="369" /> 10. Our <em>Issue Status </em>column is also responsible for color-coding the Issues, we are using our <em><a href="../../product.aspx?id=ColorField">Color Choice Field</a></em>, which is similar to the regular choice field, but also allows you to specify a different color for each option. When included in a view, it highlights the column or whole row in the color of the selected value. The same is done for our Priority &amp; Severity columns <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_005.png" alt="BT_005" width="566" height="445" /> 11. We permit the employee to enter multiple tasks for each bug for including and tracking specific requests pertaining to that bug. We are using our <em><a href="../../product.aspx?id=AssociatedTasks">Associated Tasks Field</a></em>, which can create and manage related tasks. We've already created a list for storing the associated tasks. Now we add the field that will allow users to enter and track the tasks in the context of a reservation. Once we've added the field, most of the settings are defined automatically, once you select <em>Tasks </em>as your source list. <u>Note</u> that the <em>Source view </em>selector specifies what view to use as a template for the view in the field. That is how you specify which fields to show. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_006.png" alt="BT_006" width="652" height="461" /> 12. The Open Tasks column keeps a summary count of tasks related to the bug that are open or incomplete using our <a href="../../documentation/?ID=115&amp;search=8679">Associated Tasks Summary Field</a>. Once tasks that are created through the bug UI are completed the Open Tasks list is updated automatically. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_007.png" alt="BT_007" width="1137" height="284" /> 13. Now we are done defining our columns Now we define the different tabs that will make up the process. <em><a href="https://www.infowisesolutions.com/product.aspx?id=SmartListPro">Smart List Pro </a></em>is the product responsible for that. Generally, each stage of the process gets a separate tab and we can define permissions based on those tabs, which is the fastest way. First, we enter the tab name, General, then we select the columns and their order. In this solution we do not require any tab permissions. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_008.png" alt="BT_008" width="807" height="665" /> 14. Next create a second tab, select their columns and their order. We don&rsquo;t need any tab permissions on this tab as well. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_009.png" alt="BT_009" width="837" height="386" /> Now we can create a process home page that can double is an easy access dashboard. 15. From the home page, enter edit mode and remove any existing web parts on the page. 16. From the Insert tab, insert the Infowise <em><a href="https://www.infowisesolutions.com/documentation/?Product=SmartFilterPro">Smart Filter Pro</a></em> web part. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_010.png" alt="BT_010" /> 17. From the web part properties, add the filter rules and name. Then click apply and save. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_011.png" alt="BT_011" /> 18. Next from the web part drop down, select &lsquo;Connections&rsquo;, then select &lsquo;Send Smart Filter Pro to&rsquo; and then select Bugs&rsquo; <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/BT_012.png" alt="BT_012" /> 19. Beneath the Smart Filter Pro web part, insert Bugs list view web part. 20. Beneath the Bugs list view web part, insert Tasks list view web part. This is basically it, the process is ready for testing. We used no custom development, we did not even open up SharePoint Designer. The whole thing can be done in both 2007 &ndash; 2013 &amp; O365 versions, using the same tools. One last thing you might want to do is to define a dashboard as the system's Welcome page, using OOTB list view web parts. Isn't it really easy and fun?https://www.infowisesolutions.com/blog/building-a-business-process-for-bug-trackingDerek KentTuesday, January 19, 2016https://www.infowisesolutions.com/blog/building-a-business-process-for-bug-trackingUPDATED - Planned network maintenanceHello, Our hosting provider is planning to perform maintenance tasks on the network load balancers.&nbsp;The maintenance will occur on February 8th from 2:00 a.m. CST to 5:30 a.m. CST. <h3>Impact</h3> There will be intermittent connectivity interruptions with the cloud servers expected to total 3-5 minutes during the course of the maintenance window. &nbsp;This should be shown by packet loss during the course of the maintenance. The affected services will include event-based alerts, actions, ID rules and Associated Items summary calculations. Forms and&nbsp;timer-based services will not be affected.https://www.infowisesolutions.com/blog/updated---planned-network-maintenanceVladi GublerThursday, January 7, 2016https://www.infowisesolutions.com/blog/updated---planned-network-maintenanceNew icons in Color Choice and Indicator columnsHi, Great news! 200 new icons have been added to Color Choice and Indicator columns. You can now use these icons in views and form in any list or document library, in both on-premises and app version (Ultimate Forms). The redesigned picker now groups icons in tabs, for easier navigation. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/iconpicker.png" alt="" width="388" height="321" /> The original icon set is still there, proudly occupying tab #1. And as always, you can specify your own icon by providing a URL. The icon can be used by both the Color Choice and Indicator columns. In Color Choice, you can assign a different icon to each value of a choice column. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/iconlist.png" alt="" width="639" height="222" /> The icons will be then displayed in any list view or display form. There is no need to modify the views with SharePoint Designer, it just works. The Indicator column allows you to create KPIs by specifying data ranges and assigning a different icon to each range. For example, tasks due in the next 2 days will have a red icon, in the next week - yellow and beyond that - green. Make your lists more appealling using the new icon collection!https://www.infowisesolutions.com/blog/new-icons-in-color-choice-and-indicator-columnsVladi GublerThursday, December 17, 2015https://www.infowisesolutions.com/blog/new-icons-in-color-choice-and-indicator-columnsHR Leave Request System using Ultimate FormsToday we looked at another great opportunity for users of <strong>Infowise Ultimate Forms</strong>. Nearly all organizations can benefit from having an <strong>automated HR Leave Request System</strong> to facilitate employee leave requests and allow for easy management by HR. When it comes to leave requests, the requirements of each organization are unique. Out of the box solutions often come at the cost of being too restrictive. With Infowise Ultimate Forms, you truly have the flexibility to build your own solution whether for on premise or in <strong>Office 365</strong>. If you didn't get the chance to attend our webinar today, I hope you'll take the opportunity to view the recording below. I'd love to hear your feedback and please feel free to reach out to me at <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a>&nbsp;if you have any questions on how you might build your own <strong>custom</strong>&nbsp;<strong>HR solutions</strong>. &nbsp; <iframe src="https://www.youtube.com/embed/XdDteiihuos" width="700" height="400" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/hr-leave-request-system-using-ultimate-formsWill CooperWednesday, December 9, 2015https://www.infowisesolutions.com/blog/hr-leave-request-system-using-ultimate-formsEnd of support for SharePoint 2007Hi, Starting January 2016 we will be no longer offering support for SharePoint 2007 in our products. If you are still running SharePoint 2007, the products will still continue to work without limitation, but you won't be able to upgrade to any new versions or receive any updates.https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2007Vladi GublerThursday, November 26, 2015https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2007LOB Item Link column now available for Office 365Hi, Good news! Another, and this time last component of <a href="../../ufapp.aspx">Ultimate Forms</a> is now available for Office 365. LOB Item Link column allows you to look up information stored in external data sources, such as databases or web services. It's quite similar to lookup column, except that the data does not come from SharePoint. For example, you can look up a unit price for your purchase order from an external database or even a web service, saving you the trouble of having that info synced into your SharePoint lists. It can also serve as a replacement for BCS column, considering that it's so much easier to set up than BCS. If you already have Ultimate Forms installed, there is nothing you need to install or upgrade, the new column type will simply appear under Columns section of the main screen and will be ready to use straight away. Don't have Ultimate Forms yet? Get a 30-day trial now!https://www.infowisesolutions.com/blog/lob-item-link-column-now-available-for-office-365Vladi GublerWednesday, November 25, 2015https://www.infowisesolutions.com/blog/lob-item-link-column-now-available-for-office-365Tabs LocalizationNot sure if users can understand the form? Users from the most varied backgrounds can now utilize the same tabs by applying translation. Instantly turn your forms into a multilingual business processes. That&rsquo;s right. Make your forms available in a language chosen by your form&rsquo;s visitors. Form designers can create resource files to contain localized translations to Tabs, Tab Descriptions and Sections. <br />An .resx file needs to be created for each supported language, for example: Tabs.resx &ndash; default file (usually in English)<br />Tabs.fr-FR.resx &ndash; French translation<br />Tabs.de-DE.resx &ndash; German translation When your translation files are ready, they need to be copied to the following folders on each web front end server: 1.&nbsp;SharePoint IIS folder, like: c:\inetpub\wwwroot\wss\VirtualDirectories\80\App_GlobalResources <br />2.&nbsp;Global resources folder (in the SharePoint hive): c:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\Resources When using resource keys in <a href="https://www.infowisesolutions.com/product.aspx?id=SmartListPro&amp;src=smm">Smart List Pro</a> tab settings, you need to type the keys in the following form: $Resources:{resx file name},{resx key name} for example: <br />$Resources:tabs,tabName. <img src="https://storage.infowisesolutions.com/images/postimages/derekkent/AddLanguageTab.png" alt="" width="512" height="470" />https://www.infowisesolutions.com/blog/tabs-localizationDerek KentFriday, November 20, 2015https://www.infowisesolutions.com/blog/tabs-localizationImporting emails into SharePoint listsHi, Being able to start off a business process from an incoming email is a great way of integrating your business applications with your internal or external customers. Although SharePoint does have the ability to import incoming emails, it's severely limited and only suitable for some specific scenarios. Moreover, when you are on Office 365, it's missing completely. When you need something robust, you have to use a tool that is generic enough and feature-rich enough to be able to handle the requirements of your real life applications. <a href="../../product.aspx?id=SmartImportPro" target="_blank">Smart Import Pro</a>, a component of <a href="../../uf.aspx" target="_blank">Ultimate Forms</a>, is just the tool for the job. Smart Import Pro offers unique features you will know to appreciate: <ul> <li>You can import from any type of email server, database server or SOAP/REST web service</li> <li>You can import into any list or document library</li> <li>It works on premises and in Office 365</li> <li>It allows you to map the incoming data to your list columns in any way you see fit, including using functions and conversions (more on that below)</li> <li>It allows you not just to create new items, but also update existing items (think email-based approvals) or even sync</li> <li>It's much easier to set up, use and monitor, you don't have to be a farm administrator</li> </ul> Let's examine the following scenario, that's quite similar to what we are doing here at Infowise: <ol> <li>You run a hosted web site, to which you have only limited access and which is located completely outside of your firewall.</li> <li>The website contains a "Contact Us" form to collect information from visitors.</li> <li>Visitor can enter their first and last name, company name, email and comments.</li> <li>Currently, the form send this info to your email account in a predefined email format.</li> <li>This information needs to find its way into your internal SharePoint-based tracking system that's inside your firewall.</li> <li>You don't know how to connect the two system without creating major security breaches.</li> </ol> &nbsp; Let's say this is how the email looks like: <span style="color: #000080;">First name: <strong>John<br /></strong>Last name: <strong>Smith</strong></span><br /><span style="color: #000080;">Company: <strong>ACME Ltd</strong></span><br /><span style="color: #000080;">Email: <strong><a style="color: #000080;" href="mailto:jsmith@acme.com">jsmith@acme.com</a></strong></span><br /><span style="color: #000080;">Comments:</span><br /><span style="color: #000080;">I really like your product, please contact me with pricing info.</span> What we need to do now is to establish an automated import process, that will listen to the mailbox, get the new emails coming in and then create items in a SharePoint list based on the data in those emails. But here is the catch: in the email it all appears as one blob of text, but in the SharePoint list I want to separate each piece of data into a separate column, so that the first name, last name and so one will be put in their respective columns. Luckily, Smart Import Pro contains functions that make this process incredibly easy. The first function we need to use is $StripHTML. Most of modern emails are in HTML format, meaning the the text you see on your screen is actually multiple invisible tags that instruct your email client (e.g. Outlook) how to display it, for example, make it bold. This information is of no use to us inside SharePoint, so we need to strip away all HTML tags, $StripHTML([Body]) gives us the email body without HTML. Easy, right? The second function is a bit more complicated, but much more powerful. It's called $Extract and it is capable of examining some text and taking out (extracting) just the parts you need according to some predefined pattern. Take a look at our sample email again. The lines start with the label, colon, space, then comes the value itself and then a linebreak. That's the pattern we need to set in the $Extract function. For example, $Extract(&lt;incoming text&gt;|?First name: ^\r). Let's take it apart and you will see that it's actually very simple: <ol> <li>The incoming text, the first parameter,&nbsp;is the result of our StripHTML function, so it's&nbsp;$StripHTML([Body]). And yes, you can nest functions</li> <li>The second parameter is the pattern itself, which is basically &lt;prefix&gt;^&lt;suffix&gt;. Both prefix and suffix are optional. When no prefix is supplied, we assume start of text. If no suffix is supplied, we assume space, line break or end of text, whatever comes first. So, in our case: <ol> <li>Prefix ?First name: - we want to take the text that comes after First name: . The question mark means the we can be looking for First name: at any location within the text. If we omit the questions mark, the prefix is assumed to be at the beginning of the text</li> <li>^ - that's what we are extracting</li> <li>Suffix \r&nbsp; - special character notifying linebreak. Remember, if we don't supply a suffix, any space will become the delimited. People and company names can have spaces in them, so we specifically look for a linebreak.</li> </ol> </li> </ol> So the end result, $Extract($StripHTML([Body])|?First name: ^\r) will produce <strong>John</strong>. Easy enough, right? So all we need to do is map all 5 columns and we are done! Let's take a look at how it's configured in our internal system: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/contactrequest.png" alt="Contact Request" width="813" height="403" /> As you can see, we are mapping the columns exactly the way we want them. We also added a couple of conditions to only handle emails coming from our site with a specific subject line. It only takes a couple of minutes to configure and it takes care of a business process that would otherwise require a significant development and could've exposed your system to external threats.https://www.infowisesolutions.com/blog/importing-emails-into-sharepoint-listsVladi GublerMonday, November 16, 2015https://www.infowisesolutions.com/blog/importing-emails-into-sharepoint-listsSolving Forms Headaches in Office 365We had a great webinar last week and I wanted to take the time to post a recording for those of you who missed our presentation. As a developer and solutions provider, I am very excited to see&nbsp;<strong>Infowise</strong>&nbsp;<strong>Ultimate Forms Solution for Office 365</strong> incorporate all of the great features from the on premise product. In this webinar we take a look at the <strong>Office 365</strong> interface and talk about the process of building custom solutions using <strong>Infowise Ultimate Forms</strong>. I'm really happy to see that these solutions can now be developed with any version of SharePoint whether on site or in the cloud.&nbsp; Accessibility is always important and with the <strong>Office 365</strong> offering things couldn't be any easier. Signing up for a license for one site is inexpensive and requires no annual commitment. This provides a great opportunity to quickly set up a sandbox environment and try out the product yourself. <strong>Go here to quickly get started with a trial of the product:</strong>&nbsp;<a href="../../ufapp.aspx">https://www.infowisesolutions.com/ufapp.aspx</a> You can quickly set up solutions in SharePoint Online without any custom code or programming headaches. I hope that you'll take the opportunity to try out the functionality and discover&nbsp;the power and flexibility of this toolset. I'd love to hear about your projects and solutions. Feel send me an email <strong>willc@infowisesolutions.com</strong> to tell me about your current Infowise Solutions or let me know the next project that you are getting ready to tackle. &nbsp; &nbsp; <iframe src="https://www.youtube.com/embed/bAxH4OzsNss" width="700" height="440" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/solving-forms-headaches-in-office-365Will CooperMonday, November 16, 2015https://www.infowisesolutions.com/blog/solving-forms-headaches-in-office-365Upgrade consideration for Ultimate Forms in Office 365Hi, As you might know, several components of Ultimate Forms are also available as standalone apps. Some customers choose to start with one standalone app and at some point might decide to upgrade to the full Ultimate Forms app. Generally, that's a&nbsp;desirable&nbsp;path and Ultimate Forms was designed to fully support this approach. You can however run into specific issues under certain conditions that you should be aware of and plan in advance. Some components of Ultimate Forms use remote event receivers. Event receivers are the way an app can be notified in real time about any changes within your SharePoint sites. For example, our alert solution needs event receivers to be able to send out alerts when items are added or modified. So whenever you create a new alert definition for a list, we will check if that list already has our event receivers registered and if not, it will register them. This only needs to be done once per list for all the alerts of all the users. And when you remove the last alert from the list, the event receivers are removed as well. The issue is that each app can only remove or utilize its own event receivers. Consider the following scenario: <ol> <li>I install Smart Alert Pro - the standalone version of the alerts components of Ultimate Forms</li> <li>I add an alert, which in its turn registers event receivers for the list.</li> <li>Happy with Smart Alert Pro I decide to upgrade to Ultimate Forms to take advantage of all its capabilities.</li> <li>Having installed Ultimate Forms, I remove the standalone version - Smart Alert Pro.</li> <li>I can still see my original alerts, can edit/delete them and I can create new one.</li> <li>BUT: none of my alerts actually get sent!</li> </ol> The reason is that the event receivers were registered by an app that is no longer installed on the site. Ultimate Forms cannot responds to event receivers registered by a different app, so no alerts fire. Remember I said that we only add event receivers once, well, Ultimate Forms sees the event receivers, but it can't remove them or replace with its own. So what is the solution? There are actually two possible solutions: <ol> <li>Do not remove the standalone app or add it back. Once the app is installed, the event receivers can run again. There is a slight matter of confusion it can cause to your users, seeing two different apps doing the same thing.</li> <li>Add the app, then remove all the alerts it created (make sure to remove every single alert from every list where you used the standalone version). It will remove the event receivers. Now you can add back the alerts using Ultimate Forms. Once done, the standalone version can be safely removed.</li> </ol> The following components add event receivers and should be considered when you upgrade: <ul> <li>Alerts (Smart Alert Pro)</li> <li>Actions (Smart Action Pro)</li> <li>Item IDs (Smart ID Pro)</li> <li>Associated Items summary columns (Associated Items Column) - only when you use summary columns, not when you just use Associated Items columns.</li> </ul>https://www.infowisesolutions.com/blog/upgrade-consideration-for-ultimate-forms-in-office-365Vladi GublerThursday, October 1, 2015https://www.infowisesolutions.com/blog/upgrade-consideration-for-ultimate-forms-in-office-365Upcoming maintenance for cloud customers&nbsp; Our hosting provider announced a scheduled maintenance window. Maintenance Date / Time: The maintenance will occur on October 7th from 2:00 a.m. CST to 2:15 a.m. CST. Impact: The load balancers&nbsp;will be negligibly affected by this maintenance. You will experience 10-15 seconds of dropped packets, the load balancing protocols will receive re-transmitted packets and, as a result, will most likely recover without any noticeable impact.https://www.infowisesolutions.com/blog/upcoming-maintenance-for-cloud-customersVladi GublerMonday, September 28, 2015https://www.infowisesolutions.com/blog/upcoming-maintenance-for-cloud-customersSolution templates with Ultimate FormsHi, Creating something once and reusing multiple times is a key to productivity. Being able to easily recreate an already proven solution is an incredibly powerful capability. SharePoint makes it easy to re-create an existing solution multiple times through the use of site templates. Unfortunately, site templates do not include everything you might want to preserve. That's where Ultimate Forms can help. Ultimate Forms was designed to allow its settings to persist even when the site is stored as a template and then recreated as a new instance. All your forms, columns, actions and alerts will be there and you don't need to do anything at all (that applies to the on-premises version, for the app version, read below). For our partners, we can even help take it one step further. How about creating a business solution and then selling it as a self-installing package. We can help you package your site template + all the necessary Ultimate Forms components into a single, wizard-driven installer. All the customers will need to do is download it, run it on one of their servers and just pick a location for the new site, the whole business solution will be up and running in no time. So what about the app version then? Good news, we've built the templating mechanism right in. All you need to do is distribute your site templates. Once installed, just add Ultimate Forms app to it and use its Template Manager feature. It will connect to your original site and copy all the settings over with a touch of a button. Give it 5-20 seconds to do its magic and your new site is fully operational! Join our partner program to get access to these create features and improve productivity for you and your customers.https://www.infowisesolutions.com/blog/solution-templates-with-ultimate-formsVladi GublerWednesday, September 23, 2015https://www.infowisesolutions.com/blog/solution-templates-with-ultimate-formsList Search, Event Calendar and User Property column released for Office 365Hi, More components are being added to Ultimate Forms for Office 365. We are now releasing List Search and Event Calendar app parts as well as User Property column. List Search can be used to search for items in lists and document libraries according the column values. Both simple and advanced search modes are available, allowing you to conduct precise searches, specifying multiple search criteria. Once you receive your search results, you can page through them, open and manage items directly from the search results, as well as print or export to a spreadsheet. Event Calendar (currently in open Beta) allows you to view a consolidated color-coded calendar, showing items in SharePoint lists, Exchange calendars and databases. Calendars can be filtered according to data source and/or event category, presented in 7 different views (from a single day to the whole year) and, in the future, printed and sent as PDF. User Property column can pre-fill your forms with information from your user profile. You can defined what properties to present and they will be fetched automatically when you start filling out the form. By default, the propertiies are taken from the current user's profile, but you can configure it to fetch any user's properties or even link the column to a Person or group column to automatically get values from the selected user.https://www.infowisesolutions.com/blog/list-search,-event-calendar-and-user-property-column-released-for-office-365Vladi GublerMonday, September 21, 2015https://www.infowisesolutions.com/blog/list-search,-event-calendar-and-user-property-column-released-for-office-365Changes in custom columns for Office 365Hi, Due to the latest changes in the SharePoint Online API, it is no longer possible to configure custom columns from an app, unless the app runs under Full Control. As a result, we removed our custom column apps from the Office Store. But it's not a big deal, the apps are available from our site and can be installed through your Enterprise Catalog. The apps include: <ul> <li><a href="../../product.aspx?id=ATFApp">Associated Items Column</a></li> <li><a href="../../product.aspx?id=ConnectedFieldApp">Connected Lookup Column</a></li> <li><a href="../../product.aspx?id=ColorFieldApp">Color Choice Column</a></li> <li><a href="../../product.aspx?id=VotingFieldApp">Voting Column</a></li> </ul> You can still install each app separately, but if you truly looking for a comprehesive solution for your Office 365 needs, install Ultimate Forms instead, one app that includes everything you will ever need to build top-of-the-line business solutions inside your SharePoint sites. Ultimate Forms includes all the columns and all the other components we have to offer in one convenient, integrated app.https://www.infowisesolutions.com/blog/changes-in-custom-columns-for-office-365Vladi GublerFriday, September 11, 2015https://www.infowisesolutions.com/blog/changes-in-custom-columns-for-office-365New Training Content ReleasedWe're glad to announce that a new training section is now available! Click the&nbsp;<a href="../../training/?src=mm">Training Link</a> on the top menu. The new section includes over 60 modules which show you how best to use Infowise tools. Our customers are always interested in learning new ways to utilize our tools to develop solutions. In response, we have been developing a series of training modules including screens, videos and real life examples demonstrating the many ways that Infowise tools can be used to create comprehensive SharePoint solutions. We see this new training content as a foundation upon which we will continue to build. We are certainly interested in your feedback. Please email or post comments to let us know whether the content is helpful in your use of Infowise. Here are some of our goals for training content: <ul> <li>Include lots of short videos demonstrating use of the tools</li> <li>Include lots of screen shots to better explain instructions</li> <li>Keep content relatively short and clearly defined</li> <li>Show both beginning and advanced use examples for each tool</li> <li>Encourage a hands-on approach to learning</li> </ul> We'll continue to add new content and keep you posted! &nbsp; <br />&nbsp;https://www.infowisesolutions.com/blog/new-training-content-releasedWill CooperTuesday, September 8, 2015https://www.infowisesolutions.com/blog/new-training-content-releasedAdditional 3 business solutions are ready for Office 365Hi, Less than 2 weeks ago we announced the release of our first preconfigured business solution for Office 365 - <a href="../../template.aspx?ID=ExpenseReport&amp;app=1">Expense Reimbursement</a> report. Just to show how quickly and easily fully functional solutions can be created, we are now ready with 3 more: <ol> <li><a href="../../template.aspx?ID=Timesheet&amp;app=1">Project Management</a> - manage your projects, tasks, issues and working hours, tracking budget and actual utulization.</li> <li><a href="../../template.aspx?ID=RoomReservation&amp;app=1">Room and Equipment Reservation</a> - reserve conference rooms, vehicle or anything else, with built-in double-booking prevention.</li> <li><a href="../../template.aspx?ID=QuoteGenerator&amp;app=1">Sales Quote Generator</a> - manage products and customer, generate sales quotes and convert them to PDF&nbsp;and/or email directly from your browser.</li> </ol> Business solutions are very easy to install, all you need it to create a site from the template and use Ultimate Forms app to apply settings to the newly created site, it takes literally seconds to set up a functional business solution! &nbsp; &nbsp;https://www.infowisesolutions.com/blog/additional-3-business-solutions-are-ready-for-office-365Vladi GublerTuesday, July 28, 2015https://www.infowisesolutions.com/blog/additional-3-business-solutions-are-ready-for-office-365First business solution, Expense Reimbursement report, available for Office 365Hi, We are happy to announce that the first preconfigured business solution is available for Office 365. <a href="../../template.aspx?ID=ExpenseReport&amp;app=1">Expense Reimbursement</a> allows you to submit expense reports, automatically notifying your manager, who can then approve or reject it. We've had business solutions for on-premises environments for a few years now, currently numbering 15. But now we have the necessary technology to allow us to do the same for our Office 365 customers. The business solutions are made up of a site template, which includes all the neccessary lists, columns and views. Once you create a site from the template, you need to re-apply the Ultimate Forms capabilities to turn the static site into a living breathing business solution. It's actually extremely simple. Once the app is added to the site, open it and go to Template Manager. Log in with the public credentials (public for both user name and password), find the template matching the solution and click Apply to current site. In just a few seconds it will finish and your solution is ready for work. Business solutions can be modified by you in any way you see fit. Add features, change existing ones or remove parts you don't need. If you don't have a license yet, you will need to license Ultimate Forms for at least that site. We provide support for Ultimate Forms if your license includes it, but note that the site template itself is provided "as-is".https://www.infowisesolutions.com/blog/first-business-solution,-expense-reimbursement-report,-available-for-office-365Vladi GublerThursday, July 16, 2015https://www.infowisesolutions.com/blog/first-business-solution,-expense-reimbursement-report,-available-for-office-365Upgrading to Ultimate Forms app from individual appsHi, Last week we released Ultimate Forms app for Office 365. This is one unified app that replaces the need to install each component app individually. You simply install one app and all the components become available from one centralized location. But what happens when you already have apps installed and have configured alerts, actions and so on? The great news is that you are not going to lose any of those settings!<br />Remove the current individual apps and install Ultimate Forms and all of your settings will now be available for editing through the unified app!&nbsp;https://www.infowisesolutions.com/blog/upgrading-to-ultimate-forms-app-from-individual-appsVladi GublerFriday, July 10, 2015https://www.infowisesolutions.com/blog/upgrading-to-ultimate-forms-app-from-individual-appsChanges in Smart Alert Pro app for Office 365Hello, We just released a new version of the Smart Alert Pro app for Office 365, that includes new features and changes to existing features. <ul> <li>The user interface has been updated and now performs all operations without page reloads.</li> <li>SMTP server settings have been deprecated and no longer available. The alerts are now sent directly through your Exchange Online, under the permissions of the creator of each specific alert. When creating or updating an alert for the first time, each user will be asked for his/her consent to send email messages from his/her account. Additionally, you can now configure a different From address on each alert you create, provided that you were granted Send As privileges on these mail boxes.&nbsp;The consent page is opened in a pop-up window, please make sure it's allowed to open by your pop-up blocker.</li> <li>When sending through Exchange Online, custom headers cannot be specified. As the result, we can no longer offer Outlook integration directly from emails (such as Connect to Outlook for tasks, event and so on). You can still integrate directly from within the lists themselves.</li> </ul> The logic of sending alerts is now as follows: <ol> <li>If the alert was created or updated in the new version, we will send through Exchange Online using the alert creator's credentials. The From account will be as specified in the alert settings, the message will include any attachments it requires.</li> <li>If the alert was created in the old version and not updated in the new version yet: <ol> <li>If SMTP server address was previously specified in Smart Alert Pro Administration, the email will be sent through that SMTP server. The From account will be according to the preset SMTP user name as stored in settings, any required attachments will be included.</li> <li>If SMTP server was not specified, the email will be sent through the internal SharePoint mechanism. Only internal recipients will be able to receive the email (users of your domain), no attachments will be included.</li> </ol> </li> </ol> Note that you do not need to perform any upgrade yourself. Smart Alert Pro is a provider-hosted app and it is updated from our side. Following the UI update, the URL of app pages have been changed, but the old URLs have been remapped and continue working with the new UI. We released a new version of the app that contains updated URLs, but you are not required to upgrade, your existing app installation will continue working with the new version without any problems. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/changes-in-smart-alert-pro-app-for-office-365Vladi GublerFriday, July 3, 2015https://www.infowisesolutions.com/blog/changes-in-smart-alert-pro-app-for-office-365How to preserve tab width across tabs<span style="">Hi,</span> <span style="">By default Smart List Pro tabs adapt to the content width. So depending on type and number of columns, each tab can be a little bit wider or narrower. Some users would prefer to have a constant width to their tabs.</span> <span style="">Fortunately, it's very easy to do:</span> <ol> <li><span style="">Go to your list and click on <em>Design </em>(under List ribbon)</span></li> <li><span style="">Click on <em>Tabs and tab permissions</em></span></li> <li><span style="">Scroll down to <em>Styles </em>section</span></li> <li><span style="">If you already have a style, edit it, otherwise you can create a new one</span></li> <li><span style="">Under <em>Custom Styles </em>add the following:</span> <ol> <li><span style="">Selector:<em> .iwslp-maintable</em></span></li> <li><span style="">Value: <em>width: 1000px</em>&nbsp;- you can enter any width you find suitable. Note that if the width is too small to accomodate your content, you will not achieve the desired effect</span></li> </ol> </li> <li><span style="">Add your custom style,&nbsp;add/update style and save the tab settings (don't forget to save all 3).</span></li> <li><span style="">Go to your form, your tabs should have the same width now</span></li> </ol> &nbsp;https://www.infowisesolutions.com/blog/how-to-preserve-tab-width-across-tabsVladi GublerMonday, June 15, 2015https://www.infowisesolutions.com/blog/how-to-preserve-tab-width-across-tabsSmart Import Pro is released for Office 365Hi, <a href="../../product.aspx?ID=SmartImportProApp">Smart Import Pro</a> allows you to easily create integrated solutions, bringing external data into SharePoint in an automated background process. Email accounts, database items and web services can be periodically polled and checked for new or updated items. This new information can then be used to create new items in lists or document libraries or update existing items with new information. Easily implement support ticketing system, email-based approval, data collections and so much more!https://www.infowisesolutions.com/blog/smart-import-pro-is-released-for-office-365Vladi GublerTuesday, May 26, 2015https://www.infowisesolutions.com/blog/smart-import-pro-is-released-for-office-365How to update versionsHi, Most of our existing customers already know this, but for the benefit of the new ones, here are some short instructions on how to upgrade to new versions of our products. NOTE: our Office 365 app customers generally never need to upgrade. We release new updates all the time and most apps take advantage of the new versions immediately. In some specific cases, such as with custom columns or Smart List Pro, you need to save your settings once to make sure the latest JavaScript files are loaded. You might also need to clear the browser file cache, but that's unlikely. &nbsp; We constantly release new versions, including both bug fixes and new features. You can keep track of these new versions in one of the following ways: <ol> <li>Go to the product page on our website and then open the Versions tab. You will see the version number and the release notes for each version. Note that only the latest version is directly available for download.</li> <li>Subscribe to our RSS feed, you will be notified of each new version, including release notes.</li> <li>Recommended: use Infowise Capability Dashboard. The dashboard is installed in your Central Administration whenever you install any one of our products.</li> </ol> The only way to determine your&nbsp;currently installed version is by using Capability Dashboard. Once you've established that your current version is outdated, you might&nbsp;want to schedule an upgrade. Although we recommend to always use the latest version, you are by no means required to upgrade as&nbsp;soon as we release a new version.&nbsp;If your system is stable, there is actually no pressing need to upgrade and you can remain with your current version for as long as everything works correctly or there are no new features released that you want to use. When you've decided it's time to upgrade, please note the following: <ol> <li>Only farm administrators can upgrade</li> <li>You must have read/write permissions to the configuration and content databases for your own account (or the account you are going to be upgrading with)</li> <li>There is a short downtime associated with the upgrade, as IIS application pools have to be recycled. We recommend scheduling upgrades for after business hours.</li> <li>Some components, such as Smart&nbsp;Action Pro / Smart Import Pro / Smart Alert Pro / Newsletter, require the SharePoint Timer service to be restarted on all servers both before and after running the installation wizard.</li> </ol> To perform the upgrade, you need to download the new installation wizard.&nbsp;You can do it in one of two ways: <ol> <li>Recommended: directly from Infowise Capability Dashboard. No registration or confirmation is required. The server running Central Administration <strong>must </strong>have access to the Internet, otherwise you won't be able to see the latest available versions and won't be able to download.</li> <li>Download trial from our website. You need to register for a trial and then download the installer from a link in the confirmation email. Make sure to provide your correct email address during registration. Note that there is only one installer, both for trials and registered customers.</li> </ol> ATTENTION <em>Ultimate Forms </em>customers: each component of Ultimate Forms is generally upgraded separately and will have its own version cycle. You can still download a unified installer using approach #2 (registering for a trial), the unified installer will then upgrade only the components requiring an upgrade. Once you've obtained the installation wizard (.exe file), place it on one of your front-end servers, then run it (or right-click and Run as Administrator if User Access Control is enabled on the servers). The wizard will guide you through the installation process. Generally there is no need to modify any settings, but you might exclude/include web applications or site collections according to your requirements, when prompted). Once the installation is complete, you will see the new version number displayed in Capability Dashboard.https://www.infowisesolutions.com/blog/how-to-update-versionsVladi GublerTuesday, May 19, 2015https://www.infowisesolutions.com/blog/how-to-update-versionsChanges to app pricingHi, We are changing the way we price our Office 365 apps. We are completely phasing out the one-time payment option, starting today you can only purchase a monthly subscription. Because apps are basically a service, it makes sense to charge for it as for a service. You can purchase a subscription for a single site, a site collection or for the whole tenant. There is no limit on the number of users. Your annual support is already included as part of the subscription. For our small business customers, we will have special pricing for a limited number of users (up to 100) and without support. The pricing will be available for Ultimate Forms app only, not for individual components.https://www.infowisesolutions.com/blog/changes-to-app-pricingVladi GublerMonday, May 11, 2015https://www.infowisesolutions.com/blog/changes-to-app-pricingSmart Chart Pro released for Office 365Hi, Another component of Ultimate Forms is released for Office 365. And today it's <a href="https://www.infowisesolutions.com/product.aspx?id=SmartChartProApp">Smart Chart Pro</a>. Use it to visualize data in any SharePoint list through one of 30+ chart types.&nbsp; The app is highly configurable, with options to set your own colors, borders, backgrounds and much more, tweaking every chart to look exactly as you would like it. The ability to show multiple series (on supporting charts) allows to combines and compare multiple values (e.g. sales amount and number of items sold on the same chart). Install and give it a try for 30-days.https://www.infowisesolutions.com/blog/smart-chart-pro-released-for-office-365Vladi GublerWednesday, April 22, 2015https://www.infowisesolutions.com/blog/smart-chart-pro-released-for-office-365Smart Action Pro Released for Office 365Hi, Great news! <a href="../../product.aspx?id=SmartActionProApp">Smart Action Pro</a>, our most versatile component for implementing business logic, is now available to Office 365 clients. Smart Action Pro makes it so much easier to build advanced solutions using your regular SharePoint lists and document libraries. By introducing the concept of actions, it allows power users, not just developers, to automate business processes without having to develop code or workflows. With 14 different action types, it's easy to update items in any list, create new ones, copy items and document, create new sites and lists, manage permissions and even create users in Azure AD. Actions can be executed automatically on events (such as when items are created or updated), on timer (2 days before Due Date or every Friday) or even manually from a ribbon button. And with a rule-based user interface, the learning curve can't even be compared to SharePoint Designer workflows! Download a 30-day trial from our website and see how helpful Smart Action Pro can be for you. &nbsp;https://www.infowisesolutions.com/blog/smart-action-pro-released-for-office-365Vladi GublerMonday, April 20, 2015https://www.infowisesolutions.com/blog/smart-action-pro-released-for-office-365Timer-based AlertsAll of our customers are aware of the basic capabilities of&nbsp;<a title="Smart Alert Pro" href="../../product.aspx?id=SmartAlertPro" target="_blank" rel="noopener">Smart Alert Pro</a>&nbsp;in sending alerts based on events in their list or document library, like: <ul> <li>Item Added</li> <li>Item Modified</li> <li>Item Deleted</li> <li>File Checked In / Out - in Document library</li> </ul> But when it comes to timer-based alerts, there is a bit of confusion about their definition and the outcome.&nbsp; Timer-based alerts are possible to create by choosing the&nbsp;<em>According To Date Column&nbsp;</em>option in&nbsp;<em>What To Send</em>. At this point we will be able to choose between a timing&nbsp;<strong>During</strong>&nbsp;a period around the Date column value or a timing with&nbsp;<strong>Exact Difference</strong>&nbsp;from the Date column value <p align="center"><img title="during" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/talert1.png" alt="during" width="566" height="259" /> <p align="center">Or <p align="center">&nbsp;<img title="offset" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/talert2.png" alt="offset" width="459" height="298" /> The second option allows us to define a repetition for this alert, after the original has fired. <p style="text-align: center;">&nbsp;<img title="repeat" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/talert3.png" alt="repeat" width="293" height="144" /> <p style="text-align: left;">The repetition can be defined every <strong>N</strong>&nbsp;amount of minutes / hours / days / weeks / months / years &nbsp;for&nbsp;<strong>M&nbsp;</strong>times. <p style="text-align: left;">One common usage for this setting would be to repeat the alert attempt until certain condition is met, for Example: Approval status became Approved. We are able to achieve that by setting the alert to repeat for several times every day and add a condition that will cause the alert to be fired only when Approval Status is Approved. <p style="text-align: left;">We might want another alert to continue sending emails every day, until a task is completed. In this case we will define it to repeat daily and add a condition on Task Status column not be equal to Completed. <p style="text-align: left;">&nbsp; <p style="text-align: left;">Alerts According to date in column&nbsp;<strong>During</strong>&nbsp;- these alerts will be sent exactly once in the selected range of dates around the Date column value.&nbsp; <ol> <li>The ranges are: Today, Tomorrow or This week<br />Some Examples:<br /> <strong>During Today</strong>&nbsp;- alert will be sent once during the day of the Date column<br /> <br />Date = 03/09/2015 11:00AM - alert is sent during the hour selected in the Date column<br />Date = 03/09/2015 - alert will be sent at midnight of the date selected<br /> <br /> <strong>During Tomorrow</strong>&nbsp;- the alert will fire a day before the day in the Date column<br /> <br /> <strong>During This Week</strong>&nbsp;- the alert will be sent on the first day of the week of the Date column value<br /><br /></li> <li>Alerts According to date in column&nbsp;<strong>By Offset&nbsp;</strong>- these alerts will be sent on a specific offset from the date/time specified in the selected Date column. Minimum Offset is 30 minutes.<br /><br />Some Examples:<br />Date = 03/10/2015, Offset = 1 Days after - the alert will be set on midnight of 03/11/2015</li> </ol> &nbsp; Some Important notes about timer-based alerts: <ul> <li>Alerts will not be sent retroactively on items that already passed the time condition, only on items where the date definition has not happened yet.</li> <li>When Date column is defined not to show the time part, the time will always be midnight.</li> </ul> &nbsp;https://www.infowisesolutions.com/blog/timer-based-alertsGenady VaismanMonday, March 9, 2015https://www.infowisesolutions.com/blog/timer-based-alertsTip - custom message when ribbon action can't executeHi, You can use <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a> to add your own ribbon buttons (and/or context menu buttons, your choice) to your lists and document libraries. Your users can then trigger actions by simply clicking on the button. For instance, in your list of support calls you can add "Engage" button, that sets <em>Status</em> to <em>Engaged</em>, <em>Assigned To</em> to the current user and <em>Assigned Date</em> to today, all with a single click. Just think how many mistakes you prevent, not having to train your users to remember setting all three every time manually. But sometimes you only want the action to be executed under certain conditions, for instance, you can only engage support called that are in New state, not the ones that somebody else is already assigned to. Sure, you can set conditions on the action and that will prevent it from being executed when it shouldn't. The user will also be notified that the action did not execute. The problem is that the message is a standard one and cannot be customized ("<em>Action was not executed as the item did not satisfy the conditions</em>"). That could be a bit confusing to your users. But that can be easily fixed. <ol> <li>Open the action for editing</li> <li>Remove your conditions</li> <li>Switch to <em>Action Settings</em> tab</li> <li>Add the same conditions under <em>Item</em> section (you probably already have<em> ID equals [ID]</em> there, to limit the execution to the current item only).</li> <li>Switch to <em>Advanced Settings</em> tab</li> <li>Under <em>Custom Message</em> switch to <em>Warning</em> mode</li> <li>Enter your custom message there</li> <li>Save your action</li> </ol> That's it, the next time your users click on the button to execute the action on a wrong item, they will get your customized message!https://www.infowisesolutions.com/blog/tip---custom-message-when-ribbon-action-can't-executeVladi GublerThursday, February 26, 2015https://www.infowisesolutions.com/blog/tip---custom-message-when-ribbon-action-can't-executeUltimate Forms for Office 365 availability and roadmapHi, UPDATE (25-Nov-2015): All Ultimate Forms components are deployed. Some minor feature of existing components are still missing. UPDATE (01-Oct-2015): Just one component left to be developed! Some minor feature of existing components are still missing, but we are working hard to get it all done. <div class="Notify">UPDATE (29-Jun-2015): Ultimate Forms for Office 365 is now available for <a href="../../ufapp.aspx">download</a>. Some components are not available yet (as described below) and will be added later this year. The capabilities will be added to your existing app, no need to re-install or upgrade.</div> Our on-premises customers love Ultimate Forms, a suite of SharePoint components (2007-2013, yes still supporting 2007!) that help you create advanced business solutions using just your browser, at a fraction of time and cost. A comprehesive solution, it includes great forms, support for business logic and processes, as well as reporting and visualization capabilities. <span style="text-decoration: line-through;">Unfortunately, Office 365 cannot enjoy the full wealth of these features yet. But they are almost here!</span> We are releasing Ultimate Forms components for Office 365 one by one. First starting in January 2014, we've already reached approximately 95% of implemented functionality, with more components coming out as we speak. You can already create great forms, intiate relationships between lists, add color-coding and icons, add fully customizable alerts, print and convert to PDF directly from your browser. The rest of Ultimate Forms components are to follow, we hope to have the complete suite out there by the end of the year, comparable to our current on-premises offering. Note that for now each available component of Ultimate Forms must be installed as a separate app. We will eventually have a unified app available as well, simplifying the installation process, but for now you need to install them separately, sorry about that. You can find the apps under <a href="../../products.aspx?Type=App">Office 365</a> in our main menu (look above) or when you search for Infowise in the <a href="https://store.office.com/search.aspx?qu=Infowise">Office Store</a>, so get them now and see how much more your Office 365 sites can do for you! <strong>UPDATE (29-Jun-2015)</strong> These are the estimated release dates of various components of Ultimate Forms for Office 365 <table style="border: 0px solid #dcdcdc; width: 100%; border-collapse: collapse;" border="0" cellspacing="0" cellpadding="4"> <tbody> <tr> <td style="border: 1px solid #dcdcdc;"><strong>Component</strong></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;"><strong>Installs on premises</strong></td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Release Date</strong></td> <td style="border: 1px solid #dcdcdc;"><strong>Comments</strong></td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=SmartListProApp">Smart List Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;"><span style="color: #000000;">Yes</span></td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=SmartActionProApp">Smart Action Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">Office Store version is limited in functionality, install from our site</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=SmartAlertProApp">Smart Alert Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;"><span style="color: #000000;">No</span></td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">Office Store version is limited in functionality, install from our site</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=ATFApp">Associated Tasks Field</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong><span style="color: #000000;">Released</span></strong></td> <td style="border: 1px solid #dcdcdc;">Some parts can run on premises</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=ConnectedFieldApp">Connected Field</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">Yes</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=SmartPrintProApp">Smart Print Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?ID=SmartImportProApp">Smart Import Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">Office Store version is limited in functionality, install from our site</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">Electronic Signature Field</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">LOB Item Link Field</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">Event Calendar Plus</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;Some features to be implemented at later date</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">Smart Chart Pro</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">List Search</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">Smart Filter Pro</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">n/a</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><span style="color: #ff0000;">Excluded</span></td> <td style="border: 1px solid #dcdcdc;">Underlying technology not supported in apps</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=SmartIDProApp">Smart ID Pro</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=ColorFieldApp">Color Field</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">Yes</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">KPI capability is part of Ultimate Forms only</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">User Property Field</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;">Document Link Field</td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">No</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> <tr> <td style="border: 1px solid #dcdcdc;"><a href="../../product.aspx?id=VotingFieldApp">Voting Field</a></td> <td style="text-align: center; width: 25%; border: 1px solid #dcdcdc;">Yes</td> <td style="text-align: center; border: 1px solid #dcdcdc;"><strong>Released</strong></td> <td style="border: 1px solid #dcdcdc;">&nbsp;</td> </tr> </tbody> </table> &nbsp;https://www.infowisesolutions.com/blog/ultimate-forms-for-office-365-availability-and-roadmapVladi GublerMonday, February 16, 2015https://www.infowisesolutions.com/blog/ultimate-forms-for-office-365-availability-and-roadmapSmart Print Pro is now an app for Office 365Hi, Great news! <a href="../../product.aspx?id=SmartPrintProApp">Smart Print Pro</a> is now available as an app for Office 365 customers. You can print list items, document properties, lists and calendars using your own print templates directly from the regular SharePoint UI. You can not just print, but also convert to PDF and email directly, without having to save first. With your own print templates, you can add your own headers/footers, control the layout and share your templates with other users! Smart Print Pro is designed to support other Infowise apps, so it will print related items generated with Associated Items Column and supports color-coding of Color Choice Column. Use it to generate invoices, purchase order and even letters with a single click of your mouse!https://www.infowisesolutions.com/blog/smart-print-pro-is-now-an-app-for-office-365Shani GublerMonday, February 16, 2015https://www.infowisesolutions.com/blog/smart-print-pro-is-now-an-app-for-office-365Powerful alerts for Office 365Hi, Another great product of ours is making its way to Office 365. <a href="https://www.infowisesolutions.com/product.aspx?id=SmartAlertPro">Smart Alert Pro</a> now has an <a href="https://store.office.com/infowise-smart-alert-pro-WA104379162.aspx?assetid=WA104379162">app version</a>! Smart Alert Pro replaces the built-in alerts. Some of the additional features include: <ol> <li>New types of recipients: you can send alerts to column values (such as User column or even any other colun containing emails). This way the alert can go to a different recipient for each items in the list. Think Leave Request sent to a different manager depending on the employee while still stored in the same list. You can also email to contacts list or even to typed-in emails.</li> <li>New event types (document check-in/check-out) and timer-based alerts (2 days before Due Date or 1 year after Modified)</li> <li>Conditions - only alert me when Amount is greater than $1000 or when Status changes to Approved</li> <li>Mail Templates - create your own email templates in your own format, it doesn't even need to look like SharePoint. Plus, enclose item attachment and documents</li> </ol> Smart Alert Pro gives you the tool to create accurate, focused alerts, instead of filling your inbox with dozens unnecessary messages, helping your business to run smoother.https://www.infowisesolutions.com/blog/powerful-alerts-for-office-365Vladi GublerThursday, December 4, 2014https://www.infowisesolutions.com/blog/powerful-alerts-for-office-365Associated Items Column brings repeating sections to Office 365Hi, Good news! The app version of our essential <a href="https://www.infowisesolutions.com/product.aspx?id=AssociatedTasks">Associated Tasks Field</a> is now available in the Office Store. Called <a href="https://store.office.com/infowise-associated-items-column-WA104379152.aspx">Infowise Associated Items Column</a>, this amazing tool allows you to create and manage relationships between your lists and document libraries. Think creating repeating sections, e.g. invoices, purchase orders, subtasks and much more. With relationships, you can easily create real life business application right inside your SharePoint. You add, view and manage related items (stored in a separate list or document library) right inside the New/Display/Edit form of the parent item or document, making relationships seamless and effortless. But that's not all, you can also see the related items directly from the parent list view, giving you drill-down capability. You also have sorting, paging and view switching inside the embedded associated items, along with the full context menu. But the real good news are still to come. Associated Items column comes with a companion column type, Associated Items Summary column. This column can automatically summarize items in the assigned Associated Items column, such as counting the number of item or calculating a total of a number or currency column. It's done completely automatically, with no need of manually updating. You can even summarize just some of the related items, those passing your conditions. For instance, counting just the number of open tasks assigned to the project, then you can have validation rules and/or alerts based on that value (for instance, prevent closing a support ticket that still have open tasks). As you can see, Associated Items Column is an invaluable addition to your Office 365 toolbox and will help you take real advantage of this great platform!https://www.infowisesolutions.com/blog/associated-items-column-brings-repeating-sections-to-office-365Vladi GublerThursday, December 4, 2014https://www.infowisesolutions.com/blog/associated-items-column-brings-repeating-sections-to-office-365Introducing Fragments - create customized SharePoint formsHi, New features just came out with the latest release of <a href="../../product.aspx?id=SmartListPro&amp;src=blog">Smart List Pro</a>, our leading <a href="../../uf.aspx?src=blog">Ultimate Forms</a> component. First of all, you can now control the number of layout columns for each tab, so one tab can arrange its columns in two layout column, while the other arranges them in one. Some column types, such as Associated Items, are more suitable to be displayed spanning the whole form, so now you can place them on a separate tab, with column number set to 1. But the main new feature is what we call Fragments. These are basically pieces of content, such as a combination of text, images and so on (anything you can create in a rich text editor). Fragments are created and saved for the whole list and can be included within tabs or groups. So now you can include instructions, pictures or links anywhere within your form. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/fragment_logo.png" alt="Logo in form" width="539" height="329" />https://www.infowisesolutions.com/blog/introducing-fragments---create-customized-sharepoint-formsVladi GublerWednesday, November 26, 2014https://www.infowisesolutions.com/blog/introducing-fragments---create-customized-sharepoint-formsWalkthrough - using dynamic permissionsHi there, I want to show you a simple application of our <a title="Smart List Pro" href="../../product.aspx?id=SmartListPro">Smart List Pro</a>&nbsp;dynamic permissions capability. We are going to build an insurance list, which can be used for both home and car insurance. Now all of you that own a house and drive a vehicle probably know that each of the above insurances has unique information which is completely irrelevant to the other, but they both do have some common data. <p style="text-align: center;"><img title="Insurances List" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur1.png" alt="Insurances List" width="650" height="189" /> <p style="text-align: left;">First of all we will build a list containing the following columns: <p style="text-align: left;"><img style="display: block; margin-left: auto; margin-right: auto;" title="list settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur2.png" alt="list settings" width="548" height="402" /> <p style="text-align: left;">The choice columns will have the following options: <p style="text-align: left;"><img style="display: block; margin-left: auto; margin-right: auto;" title="types" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur3.png" alt="types" width="650" height="707" /> <p style="text-align: left;">For insurance type column I used the <a title="Color Field" href="../../product.aspx?id=ColorField">Infowise Color</a> field, but a regular choice column would do as well. <p style="text-align: left;">After creating all the columns we'll head into the list settings &gt; Infowise Tabs and Tabs Permissions to define the following tabs <p style="text-align: center;"><img title="tabs" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur3.1.png" alt="tabs" width="610" height="201" /> <p style="text-align: left;">Note that the Main Details tab doesn't have Permissions, as it is opened by default and contains the common information of the insurances. <p style="text-align: left;">The following are the columns and permissions definitions for each tabs: <p style="text-align: center;"><img title="main" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur4.png" alt="main" width="566" height="191" /> <p style="text-align: center;"><img title="home" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur5.png" alt="home" width="566" height="302" /> <p style="text-align: left;">Home details tab has 2 permission rules: <ol> <li>Deny for all users in all forms, if Insurance Type isn't Home</li> <li>Grant write permissions to all users in all forms, when Insurance Type has Home as the selected option</li> </ol> <p style="text-align: center;"><img title="vehicle" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur6.png" alt="vehicle" width="573" height="352" /> <p style="text-align: left;">Vehicle details tab has a similar set of permission rules for Vehicle as the selected value. <p style="text-align: left;">&nbsp; <p style="text-align: left;">Now in order for this to work dynamically, we'll need these settings under Permissions section to be checked as well <p style="text-align: center;"><img title="permissions" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur7.png" alt="permissions" width="350" height="143" /> <p style="text-align: center;">&nbsp; <p style="text-align: left;">Now that the setup part is done and we click on the new item link: <p style="text-align: center;"><img title="new" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur8.png" alt="new" width="534" height="228" /> <p style="text-align: left;">initially we get only the Main Details tab with common information. And when we select a value inside the Insurance Type column, the appropriate tab will appear <p style="text-align: center;"><img title="home" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur9.png" alt="home" width="536" height="230" /> <p style="text-align: center;"><img title="home details" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur10.png" alt="home details" width="486" height="221" /> <p style="text-align: left;">If we need a new vehicle insurance: <p style="text-align: center;"><img title="vehicle" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur11.png" alt="vehicle" width="534" height="230" /> <p style="text-align: center;"><img title="vehicle details" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/insur12.png" alt="vehicle details" width="536" height="427" /> <p style="text-align: left;">all this process is executed dynamically without the page being reloaded or redirected. <p style="text-align: left;">&nbsp; <p style="text-align: left;">Thank you for reading and keep enjoying our products!https://www.infowisesolutions.com/blog/walkthrough---using-dynamic-permissionsGenady VaismanTuesday, November 18, 2014https://www.infowisesolutions.com/blog/walkthrough---using-dynamic-permissionsJust Added - REST SupportHi, We have several components that make it easy to integrate your line-of-business applications (LOB) with your SharePoint lists and document libraries. <ul> <li>LOB Item Link Field serves as a kind of lookup field that displays and links to data stored in external databases and application. For instance, create an invoice with the prices coming directly from your sales database.</li> <li>Smart Action Pro allows you to run stored procedures and web service calls to update data in external application based on changes in your SharePoint lists. Use it to sync your LOB system with changes in your lists.</li> <li>Smart Import Pro allows you to schedule automatic recurring import of emails, database items or web service entities that were created or modified since the last run of the import job. Create new support tickets or set approval through emails or sync product lists from databases.</li> </ul> We've been supporting SOAP web services for a while now, but as more and more users are switching to using the simpler REST services, we are adding support for them as well. LOB Item Link Field and Smart Action Pro have already been upgraded to include REST support and Smart Import Pro is scheduled tobe upgraded within a few days. Now you are able to integrate with this simple and ubiquitous API from any list or document library!https://www.infowisesolutions.com/blog/just-added---rest-supportVladi GublerMonday, October 27, 2014https://www.infowisesolutions.com/blog/just-added---rest-supportMobile capabilities merged into Smart List ProHello, I'm happy to announce that Smart List Mobile, which provides mobile capabilities to Smart List Pro, has been discontinued as a separate product and is now an integral part of Smart List Pro. That means that all customers using Smart List Pro (but not Smart List Lite) get the advanced mobile capabilities free of charge. The main advantage of using Smart List Mobile is the ability to create <em>mobile</em> tabs. When a SharePoint list with a large number of columns is displayed on the small screen of a mobile device, it's difficult to fill out the forms, they seem to be endless, especially when your mobile users only need to update one or two columns. Imagine a field technician needing to close a support ticket, he/she does not need to update all the fields of the list, there could be dozens of them. Only Status and Closing date are really needed. With mobile tabs, you can specify exactly the columns you want your mobile users to see. You can even create multiple mobile tabs and one will be selected based on conditions and/or who the current user is. Additional features include design improvements, more control over the Site Contents page and the ability to add Actions to the Site Contents page (basically links to forms and page so you can easily access common tasks). Simply upgrade to the latest version of Smart List Pro to get the additional features. If you already have Smart List Mobile installed, uninstall it before upgrading.https://www.infowisesolutions.com/blog/mobile-capabilities-merged-into-smart-list-proVladi GublerFriday, October 24, 2014https://www.infowisesolutions.com/blog/mobile-capabilities-merged-into-smart-list-proManual installation to support 2010 mode in SharePoint 2013Many of our customers upgrading their SharePoint farms to the newest 2013 version. The upgrade process sometimes takes a long time and some of the site collections remain in 2010 mode. This state is not supported by our product's installer, as it deploys the solutions to the 15 hive in case SharePoint 2013. In order for the products to work you need it to be deployed to 15 and 14 hives. The instructions to do it are as following: <ol> <li>If you have already run the installer, retract and remove only the product&rsquo;s solution</li> <li>Open the product&rsquo;s installer with an archive program , like: winrar or 7zip</li> <li>Extract the files from the archive to folder1</li> <li>Under the path folder1\resources\2013 you&rsquo;ll find wsp files</li> <li>On one of your SharePoint Front-Ends open SharePoint 2013 Management Shell (under All Programs &gt; Microsoft SharePoint 2013 Products)</li> <li>Perform the following commands on every wsp file: <ol style="list-style-type: lower-alpha;"> <li>Add-SPSolution &ndash;LiteralPath [Path to wsp]</li> <li>Install-SPSolution -Identity [wsp file name] -GACDeployment -CompatibilityLevel {14,15} <ol style="list-style-type: lower-roman;"> <li>Some of the solutions have web application resources, in this case you&rsquo;ll receive an error in the previous command, run it again with the <strong>&ndash;AllWebApplications</strong> switch</li> </ol> </li> </ol> </li> <li>On every one of your front-ends, open command prompt and execute the following commands <ol> <li>Cd &ldquo;C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\bin&rdquo;</li> <li>Stsadm &ndash;o copyappbincontent</li> </ol> </li> </ol>https://www.infowisesolutions.com/blog/manual-installation-to-support-2010-mode-in-sharepoint-2013Genady VaismanThursday, September 25, 2014https://www.infowisesolutions.com/blog/manual-installation-to-support-2010-mode-in-sharepoint-2013SharePoint 2007 compatibility policy updateHi, As you know, all our products work on all current versions of SharePoint (including Foundation): 2007, 2010 and 2013. Although there are still some customers using 2007, this product is coming to the end of its lifecycle. Starting from now, we stopped running pre-release tests in 2007 environments. We are not actively trying to make the products incompatible with 2007, but some recent changes can potentially cause issues. If you are still running 2007, we ask you to exercise caution when upgrading to make sure none of the recent changes affects your environment. Use a development/test server before rolling out to the production farm and have the older version handy to perform a rollback if needed. Also, be prepared for the eventually complete drop of support for 2007 within the next 6 months. Please also note that as Microsoft are dropping support for IE8, we are stopping testing this browser version as well.&nbsp;Although our current development practices ensure full cross-browser compatibility, as browsers become more and more standard-compliant, the support for specific quirks of older browsers is expected to be removed as well.https://www.infowisesolutions.com/blog/sharepoint-2007-compatibility-policy-updateVladi GublerTuesday, September 23, 2014https://www.infowisesolutions.com/blog/sharepoint-2007-compatibility-policy-updateManually Install a ProductFirst of all, I would like to point out that we highly recommend using our installer. It is using SharePoint object model to perform the installation of the solution. If you should insist on using a wsp package the instructions are as following: <ol> <li>Open the installer file with an archive program (like winrar / 7zip)</li> <li>Under the resources folder locate a folder according to your SharePoint version: 2007 / 2010 / 2013 and copy both of the wsp files from it</li> <li>Install the wsp files</li> <li>Run stsadm to copy resources: stsadm &ndash;o copyappbincontent</li> </ol> &nbsp;<img title="resources" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/mi1.png" alt="resources" /> <img title="2013" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/mi2.png" alt="2013" /> The downsides of this method are: <ol> <li>it does not update the version number making upgrades more difficult</li> <li>you will not be able to purchase a license without support, as it won't be allowed</li> </ol>https://www.infowisesolutions.com/blog/manually-install-a-productGenady VaismanFriday, September 19, 2014https://www.infowisesolutions.com/blog/manually-install-a-productSmart List Pro now available as SharePoint 2013 appHi, Great news for SharePoint Online users! Smart List Pro, our flagship product for creating and managing advanced forms in SharePoint is now released in app format and available in the Office Store. Smart List Pro allows you to extend your plain SharePoint lists into complete business applications, allowing you to: <ul> <li>Modify the layout of your form, adding your own styling.</li> <li>Configures tabs and groups, with subsections.</li> <li>Assign permissions to tabs and individual columns, based on form type, user and column values. Columns can be made writable, read-only and completely hidden. The permissions are applied dynamically, as soon as you change values on your form, the permissions are updated as well!</li> <li>Configure view permissions, only showing some views to certain users.</li> <li>Configure advanced validation rules, including patterns and regular expressions.</li> <li>Configure advanced default values, based on user and content type.</li> </ul> Until now, you could only install Smart List Pro on premises. But now, with the app version, you can do it in the cloud as well! <a href="https://store.office.com/infowise-smart-list-pro-WA104376999.aspx?assetid=WA104376999" target="_blank" rel="noopener">Install </a>the app to start your 30-day trial now.https://www.infowisesolutions.com/blog/smart-list-pro-now-available-as-sharepoint-2013-appVladi GublerTuesday, September 9, 2014https://www.infowisesolutions.com/blog/smart-list-pro-now-available-as-sharepoint-2013-appIntroducing new licensing model for SharePoint appsHi, As you know, we've been working hard converting our products into apps that can be installed by Office365 customers. It's a long and labour-intensive process, especially considering the drastic paradigm change. But we already have 5 products in the app store with 2 more coming up early next month. Most of the others are expected by the end of the year. App store provides a convenient way of licensing and selling apps, the sale process&nbsp;itself as well as licensing&nbsp;are provided by Microsoft as a service, so we, as developers, do not need to be concerned about it. It sounds good in theory, but unfortunately we found this system to have severe shortcomings: <ul> <li>We have no direct knowledge of who the customers are and what they bought.</li> <li>We have no control over license prices, we cannot provide discounts or free licenses to our partners.</li> <li>Only per-user and per-site license types are available. The subscription model is monthly only.</li> <li>Per-user licenses must be assigned to named users before they can be used. It's a manual process and could take some time to accomplish.</li> <li>We cannot provide support with any license related issues.</li> </ul> We decided that we needed our own, alternative licensing model, without relying on the one the store provides. We developed our own infrastructure and modified our existing products to use this new system. We now have the ability to sell licenses directly, licensed by user / site / site collection / web application, with the ability of providing discounted developer licenses as well. We can manage and provide annual support as well as extend trial periods if needed. An additional benefit is the way per-user licenses now work. When you purchase a set of per-user licenses, they will be automatically assigned to your users "first come - first served" until the license pool is exhausted. Then you can manage your user licenses through our website (noticed License Management in the top menu?). To our existing customers, who purchased license through the store: please contact us directly with your proof of purchase and we will convert your licenses free of charge. I hope you will find the new licensing model more convenient and better suited for real life scenarios!https://www.infowisesolutions.com/blog/introducing-new-licensing-model-for-sharepoint-appsVladi GublerThursday, August 28, 2014https://www.infowisesolutions.com/blog/introducing-new-licensing-model-for-sharepoint-appsAutomate process of copying project documentsThe setup I'm going to describe can be applied to many business processes that require documents being copied for each given subject. In this case the subject will be a project. <img title="intro" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj0.png" alt="intro" width="825" height="447" /> In my example I have a projects list, which gets filled with projects according to departments. Each department has a preset of documents that need to be filled for each project, these documents are stored inside a Templates document library and are associated to the relevant department through a choice site column. <p style="text-align: center;"><img title="Project Department" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj5.png" alt="Project Department" width="327" height="541" /> My goal is: as a new project is entered into the projects list, copy all relevant documents into a dedicated documents library under the path: {Department}/{Project Name} and then connect them back to the project item for fast access. This is how the templates library looks like: <img style="display: block; margin-left: auto; margin-right: auto;" title="templates" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj1.png" alt="templates" width="387" height="324" /> Each document is connected to a specific department. &nbsp; The Projects list in my example is pretty simple and contains the following information: <ul> <li>Title: name of the project</li> <li>Project Department: using the same column as in Templates to specify the relevant department</li> <li>Documents: using our <a title="Associated Tasks" href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a>&nbsp;to connect the copied documents to each project</li> </ul> <img style="display: block; margin-left: auto; margin-right: auto;" title="Documents column" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj4.png" alt="Documents column" width="345" height="475" /> All the documents will be automatically copied into a documents library named <strong>Documents</strong>, where I have a Project lookup column, which is being used to connect a document to its project. <img style="display: block; margin-left: auto; margin-right: auto;" title="Project lookup" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj2.png" alt="Project lookup" width="340" height="382" /> In order to set this field to the correct project, I have defined a simple action, using the <a title="Smart Action Pro" href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a>. This action will set Project field's value to the value of the document's folder. I remind you that all the documents will be copied into a folder structure of type: {Department}/{Project Name}, so eventually each document's parent folder is also the title of the project. <p style="text-align: center;"><img title="Lookup Field Action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj3.png" alt="Lookup Field Action" width="725" height="374" /> <p style="text-align: left;">Now let's get to the actions that do the heavy documents lifting. These are the actions that are defined in the Projects list: <p style="text-align: center;"><img title="Actions List" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj6.png" alt="Actions List" width="407" height="126" /> &nbsp; 1. Action to create the Department folder inside Documents library <p style="text-align: center;"><img title="Department Folder Action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj7.png" alt="Department Folder Action" width="757" height="204" /> <p style="text-align: left;">&nbsp; <p style="text-align: left;">2. This Action will create the project folder under the Department folder <p style="text-align: center;"><img title="Project Folder Creation" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj8.png" alt="Project Folder Creation" width="751" height="202" /> <p style="text-align: center;">&nbsp; <p style="text-align: left;">3. Finally the action to copy the documents <p style="text-align: center;"><img title="Copy Documents Action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj9.png" alt="Copy Documents Action" width="755" height="426" /> <p style="text-align: center;">&nbsp; <p style="text-align: left;">and so after creating a project item with the title "Module X Development" and selecting the department to be RnD, the final result is: <p style="text-align: center;"><img title="Final Result" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/proj10.png" alt="Final Result" width="470" height="315" /> <p style="text-align: left;">A quick summary of the process: <p style="text-align: left;">1. Project item is entered <p style="text-align: left;">2. The following actions are activated on the Projects list <p style="text-align: left; padding-left: 30px;">2.1 Create Depatment folder <p style="text-align: left; padding-left: 30px;">2.2 Create Project folder <p style="text-align: left; padding-left: 30px;">2.3 Copy department relevant documents from Templates library into Documents library, under the folder&nbsp;{Department}/{Project Name} <p style="text-align: left;">3. Each document added to the Documents library, triggeres the following action: <p style="text-align: left; padding-left: 30px;">3.1 Set Project lookup column to the value of the parent folder, thus connecting the project item to the document through the <a title="Associated Tasks" href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Column</a> <p style="text-align: left; padding-left: 30px;">&nbsp; <p style="text-align: left;">hope you'll find this helpful and enjoy using our products <p style="text-align: left; padding-left: 30px;">&nbsp; <p style="text-align: left;">&nbsp;https://www.infowisesolutions.com/blog/automate-process-of-copying-project-documentsGenady VaismanTuesday, August 12, 2014https://www.infowisesolutions.com/blog/automate-process-of-copying-project-documentsPartners, meet us at WPC!Hi, Next week (July 14th and on) we are exhibiting at the <a href="http://www.digitalwpc.com/Pages/Home.aspx">Microsoft Worldwide Partner Conference</a> (WPC) in Washington, DC. This major annual event gives you the opportunlity to learn about next technologies and offerings, making your job easier and more productive. Come to visit our booth to learn more about our flagship product, <a href="../../uf.aspx">Ultimate Forms</a>, and the tremendous value it gives you as SharePoint consultants, business analysts and implementors. Designed to transform SharePoint into a platform for building real life business solutions, Ultimate Forms allows you to turns your ideas and requirements into a functioning application in the fraction of time and cost, compared to the alternatives. As an Infowise partner, you will receive the highest level of attention and support to get your started. Just talk to our <a href="../../partners.aspx">existing partners</a> to see how satisfied they are! Hope to see you in Washington, you can find us in the SharePoint section of the exhibit hall.https://www.infowisesolutions.com/blog/partners,-meet-us-at-wpc!Vladi GublerMonday, July 7, 2014https://www.infowisesolutions.com/blog/partners,-meet-us-at-wpc!Enhancing SOP Solutionmany of you already got familiar with our <a title="SOP" href="../../template.aspx?id=SOP">SOP Read&amp;Sign solution</a>&nbsp;which is built around our <a title="Associated Tasks" href="../../product.aspx?id=AssociatedTasks">Associated Tasks Field</a>&nbsp;product. the feature i'm going to describe can be applied any use of Associated Tasks field, where the parent list is a document library. decided to publish this post, after a customer has asked if we can assist him adding parent document link to the read&amp;sign tasks. so that is how i have implemented it, using <a title="Smart Action Pro" href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>: &nbsp; first we create a new column in the SOPs document library, to contain the document's link <img title="Document Link Field" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink1.png" alt="" width="322" height="261" /> &nbsp; now we add a new action to the SOPs library to fill in file url value into the above field: <img title="action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink2.png" alt="" width="802" height="194" /> <img title="action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink3.png" alt="" width="797" height="320" /> <img title="action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink4.png" alt="" width="793" height="321" /> the value of Document Link for you to copy:&nbsp;<span>$Left([List URL]|$Find([List URL]|Forms))[Name], [Name]</span> <img title="action conditions" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink5.png" alt="" width="794" height="118" /> keep in mind that this column is not included in any of the Tabs defined for this library and should be excluded from the views, so it won't appear.&nbsp; as it has no purpose for the users.. &nbsp; next we move on to the Read Tasks list and create the a new column to show the document url: <img title="Document column" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink6.png" alt="" width="352" height="301" /> move on to define an action to fill this column automatically, when tasks are created: <img title="copy parent file url action" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink7.png" alt="" width="794" height="178" /> <img title="advanced settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink8.png" alt="" width="795" height="325" /> <img title="action settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink9.png" alt="" width="801" height="281" /> the value for Document field is:&nbsp;<strong>http://SOPSiteUrl/SOPs</strong>/$Lookup([Document Link]), $Lookup([Document Link]) replace the bold part of the value with a full url to the SOPs document library &nbsp; the last thing left to do is display this field, so we go into Tabs settings under list settings and add include the new Document field: <img title="Tabs settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink10.png" alt="" width="794" height="544" /> &nbsp; and result is: <img title="read and sign item" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/docLink11.png" alt="" width="627" height="576" /> &nbsp;&nbsp; &nbsp; <span>thank you for reading and keep enjoying our products!</span>https://www.infowisesolutions.com/blog/enhancing-sop-solutionGenady VaismanThursday, June 12, 2014https://www.infowisesolutions.com/blog/enhancing-sop-solutionValidate empty valueSometimes we need to make a field mandatory only when certain circumstances are met, for example: depending on another field&rsquo;s value or if the writer belongs to a specific group of users.. For this cause we will use our <a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> We'll head into the list / library settings and press on the "Infowise Column validation settings" under "Permissions and Management" &nbsp; <img title="Column Validation - validate empty value" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/empFld1.png" alt="Column Validation - validate empty value" width="826" height="500" /> Many of our dedicated clients are aware of this functionality, but not all of them remember step 5, and without it - no magic will happen :) &nbsp; thank you for reading and keep enjoying our productshttps://www.infowisesolutions.com/blog/validate-empty-valueGenady VaismanFriday, May 30, 2014https://www.infowisesolutions.com/blog/validate-empty-valueInfowise Ultimate Forms vs. InfoPath - feature-by-feature comparisonHello all, This article serves as a script of sorts for the upcoming (at the time of writing) webinar "Head-to-head: <a href="../../uf.aspx?src=blog" target="_blank" rel="noopener">Infowise Ultimate Forms</a> vs. InfoPath", where we compare the two on a feature-by-feature basis. Once available, you can view the webinar recording <a href="../../webinars.aspx?src=smm" target="_blank" rel="noopener">here</a>. Something I'd like to clarify straight away: when we started to develop Ultimate Forms, we did not position it to be an <em>InfoPath</em> competitor or replacement. We were basically trying to build a platform that would help our customers to get more out of their SharePoint, bridging the gap between what they needed and what SharePoint could actually do, without having to resort to costly custom development. It was never our intention to duplicate InfoPath's features as they were, rather to address the actual business needs as we understood them. Nevertheless, many customer were and are using <em>Ultimate Forms</em> as a replacement for <em>InfoPath</em>, been doing it for years actually, a natural choice in my opinion. With the recent announcement of the imminent demise of <em>InfoPath</em> and the frantic search for a suitable successor that followed (if you went to the session at SPC 2014, you saw how packed the rather large conference room was), we feel quite obligated to present our own comparison as well. I'm sure that it will speak for itself, showing you that not only InfoPath had a strong alternative while it was alive, but it also has a better (IMHO) successor after its death. So, without any further ado, let us start. So why do we actually need forms in SharePoint? Well, SharePoint is a great platform for storing and managing business data. It's easy to use, extensible, has a robust UI and permission system and the price (at least for the free Foundation edition) is right. The only place where SharePoint is lacking is forms, the interface for adding, displaying and editing individual data items. They are pretty basic, for the lack of a better word, not something you can base your business solution on. So what are the alternatives? You can always develop your own forms from scratch in Visual Studio. Most users won't choose this approach though, due to the high development and support costs. So you can use Microsoft's or 3rd party solutions. Microsoft has two solutions to extend list forms: <ol> <li><em>SharePoint Designer</em>: powerful, but awkward. And today, with the removal of the "what you see if what you get" visual editor, not an options for most users. This product is free.</li> <li><em>InfoPath</em>: can create visually appealing and powerful forms in the InfoPath client application ("Designer") and deploy them to into SharePoint. InfoPath requires both a client license (for the Designer) and CALs for SharePoint Server Enterprise Edition.</li> </ol> <h1>InfoPath</h1> Now with InfoPath it gets complicated. You can actually use InfoPath in two distinct ways, each with its own pros and cons: <ul> <li><em>Replacing built-in forms</em> - an InfoPath form will replace the built-in form, so whenever you click on<em> Add new item</em> or view/edit an existing item, you will actually see the InfoPath form. SharePoint will use InfoPath Forms Services to generate browser-based representations for InfoPath forms and integrate them into SharePoint UI. I would like to use the word "seamless", unfortunately, it is not so.</li> <li><em>Using form libraries</em> - here the form, although hosted within SharePoint, is not actually integrated into SharePoint. You are basically working with InfoPath as an XML editor, that saves the resulting XML data structure into a specialized document library. Although some XML fields can be promoted to library columns, this is only a partial integration and cannot be considered a true SharePoint solution.</li> </ul> The first approach, although offering higher levels of integration, is actually the weaker one. Beyond the eye candy of being able to modify the layout of the form, it offers little in terms of functionality. There is just not enough power to serve as a real business process building block. So in our comparison, we are going to be focusing on the form libraries, occasionally mentioning InfoPath forms, where relevant. <h1>Ultimate Forms</h1> So what is <em>Infowise Ultimate Forms</em> anyways? Basically, it's a set of components, up to 18, depending on the edition, that extend SharePoint to make it easier to build business solutions. When I say "extend", I mean <em>preserving</em> the way SharePoint works out-of-the-box. For example, unlike other products (InfoPath or 3rd party solutions), we do not replace the native list forms, we extend the exisitng forms. So we never lose any existing functionality (ever got frustrated not being able to use Managed Metadata columns in InfoPath?). We add new functionality, tons of it. And you only need your browser, no external designers or tools required. And we only require the free SharePoint Foundation 2010-2013 (WSS for you, 2007 users, you are still fully supported as well). And, despite its name, Utimate Forms is much more than just forms. It will take care of your business logic (including data import and export) and reporting (including KPIs, charts and much more). And here we start the actual comparison, look for a summary table at the end of the article as well. &nbsp; <h2>Design And Integration</h2> Here we discuss what design tools we use and how well each platform is integrated into SharePoint. <h3><span style="color: #0000ff;">Design Environment</span></h3> <em>Ultimate Forms</em> deeply integrates into your SharePoint, you design your forms directly in your browser by simply clicking the <em>Design with Ultimate Forms</em> button on the <em>List</em> ribbon. Given necessary permissions, any user can design forms, from anywhere, no tools required. <em>InfoPath</em> is actually a client application, you must purchase and install on your own computer, without it you can modify any forms (although the end users don't need the application, InfoPath Forms Services will convert the InfoPath form into a browser-based form on the fly). <h3><span style="color: #0000ff;">Integration</span></h3> <em>Ultimate Forms</em> extends your existing SharePoint forms without replacing them. So 100% native functionality is preserved, plus the many additional features that Ultimate Forms adds. It will even work with 3rd party products you purchased from other vendors. <em>InfoPath</em> replaces SharePoint forms with custom pages. Most SharePoint column types can be mapped to corresponding InfoPath controls (text, number, date and so on). But some, such as <em>Managed Metadata</em>, are not supported. 3rd party components? You can forget about those. Even supported controls look and work differently, your users will notice the difference. <h3><span style="color: #0000ff;">SharePoint License</span></h3> <em>Ultimate Forms</em> works with all SharePoint versions, including the free Foundation (WSS in 2007). <em>InfoPath</em> requires the Enterprise license, the most expensive one, plus CALs. <h2>&nbsp;</h2> <h2>Layout</h2> The first thing users want to change in SharePoint forms is the layout. Moving the columns around, adding custom colors and fonts is always high up on their list. Let's see what Ultimate Forms and InfoPath can offer in that department. <h3><span style="color: #0000ff;">Form Layout</span></h3> <em>Ultimate Forms</em> allows you to subdivide your form into tabs (with tab permissions), add sections or groups and arrange the list columns in one to three vertical columns. You can also control the location and appearance of labels and descriptions. Note that all of these are accomplished through configuration and not drag-and-drop, making it easier and faster to design a form. <em>InfoPath</em> provide a visual design interface allowing you to place fields in a custom layout table. Section are easy to implement. Tabs are harder, requiring your to create multiple views and provide a mechanism for switching between views. <h3><span style="color: #0000ff;">Look and Feel</span></h3> <em>Ultimate Forms</em> offers you configuration options for setting common look and feel parameters, such as background images or borders. For more advanced customization, you can provide your own CSS styling. Each one of the 3 list forms (new, display and edit) can be given its own distinct look. <em>InfoPath</em> uses a visual designer to modify the look, which can, in many cases, be more time-consuming to configure. <h3><span style="color: #0000ff;">SharePoint UI Integration</span></h3> <em>Ultimate Forms</em> extends SharePoint forms and does not replace them, your site-wide branding is preserved intact, while giving you the ability to override as much as you need. <em>InfoPath</em> is a distinct product, with its own look. Although it can forced to visually appear similarly to the rest of your site, it's not a natural process and can be quite time-consuming. &nbsp; <h2>Permissions</h2> Here we will focus on the common need of being able to control writability and/or visibility of columns, depending on the current user, column values and form type. <h3><span style="color: #0000ff;">Tabs</span></h3> <em>Ultimate Forms</em> allows you to group your columns into tabs/groups with subsections. <em>InfoPath</em> makes it easy to create groups/sections. Tabs are much trickier, as you have to use multiple views (time-consuming, especially when you need to achieve a certain look). <h3><span style="color: #0000ff;">Tab Permissions</span></h3> <em>Ultimate Forms</em> allows you to assign permissions to whole tabs/groups, making the contained column writable, read-only or completely hidden. The permissions can be applied based on the user (for example, depending on whether or not the user is a member of a certain group), column values (e.g. Status = Completed) and form type (New or Edit form). <em>InfoPath</em> can use rules to hide/disable specific columns only, not groups/sections. That will be very time-consuming when you have a lot of columns on your form. <h3><span style="color: #0000ff;">Column Permission</span></h3> <em>Ultimate Forms</em> can apply permissions to a specific column, overriding tab permissions. As with tab permissions, user, conditions and form type are used to determine the permission level. <em>InfoPath</em> can hide/disable columns based on conditions. User or form type do not come into play. <h3><span style="color: #0000ff;">View Permissions</span></h3> Ultimate Forms can hide certain views from certain users and even set a different default view for different users. <em>InfoPath</em> has no view permissions. You will not be able to hide some columns from certain users. &nbsp; <h2>Data Structure</h2> Let's talk about how the data is stored and what relationships between entities we can implement. <h3><span style="color: #0000ff;">Storage</span></h3> <em>Ultimate Forms</em> extends regular SharePoint lists, so data is stored in lists (or document libraries). <em>InfoPath</em>, when replacing forms, also stores data in the list. But in most cases the data will be stored as XML files in forms libraries. This is not a native SharePoint format, rendering many SharePoint feature incompatible. <h3><span style="color: #0000ff;">Repeating Sections</span></h3> <em>Ultimate Forms</em> allows you to link any item to multiple related items, found in other lists. These can be tasks, general purpose items or even documents. Each related item is a full SharePoint item, with its own version history, permissions and workflows and can be viewed and edited separately. You can even drill down into related items from any list view of the parent items. <em>InfoPath</em> only supports repeating section when working from a forms library. The repeating section are stored within the XML and do no map to SharePoint items. You must open the parent item to view the repeating sections and they do not exist separately. As such, they are not visible in views. <h3><span style="color: #0000ff;">Related Items Summary</span></h3> <em>Ultimate Forms</em> includes the ability to count or summarize related items automatically, without having to edit the parent item. You can even count/summarize just the items that pass a certain filter. <em>InfoPath</em> can count or summarize repeating section values inside the form, while you are editing it. &nbsp; <h2>Column Types</h2> Let's examine which column types are supported by each platform. <h3><span style="color: #0000ff;">Support For Built-in Column Types</span></h3> <em>Ultimate Forms</em> supports all column types. <em>InfoPath</em> does not support some column types, such as Managed Metadata. <h3><span style="color: #0000ff;">Support For Custom Column Types</span></h3> <em>Ultimate Forms</em> supports all custom column types, including from other vendors. <em>InfoPath</em> does not support custom column types. <h3><span style="color: #0000ff;">Custom Column Types Provided</span></h3> <em>Ultimate Forms</em> provides a set of additional column types, such as associated items, cascading lookups, electronic signatures, color choice, document link, voting, etc. <em>InfoPath</em> provides none. &nbsp; <h2>Validations and Defaults</h2> <h3><span style="color: #0000ff;">Default Values</span></h3> <em>Ultimate Forms</em> allows you to specify distinct default values for different users/group. Additionally, you can pass default value though the URL. <em>InfoPath</em> allows you to specify a single set of default values. <h3><span style="color: #0000ff;">Validation Rules</span></h3> <em>Ultimate Forms</em> can validate column values based on regular expressions (such as email or phone number, but you can create your own), length and compared to other column values or expressions. The validation rules can be applied based on conditions and based on the current user. <em>InfoPath</em> can check basic patterns, based on conditions. <h3><span style="color: #0000ff;">Validating Related Items</span></h3> <em>Ultimate Forms</em> can validated based on related items, e.g. preventing a support ticket from being closed when there are still open tasks assigned to it. <em>InfoPath</em> does not supported this. &nbsp; <h2>Actions</h2> Let's see how business logic can be implemented. <h3><span style="color: #0000ff;">Types of Actions</span></h3> <em>Ultimate Forms</em> offers 16 different actions types, ranging from updating/creating/deleting list items in any list, managing permissions and creating lists/sites to managing Active Directory, calling web services and executing stored procedures in any database. <em>InfoPath</em> can only set field values of the current form. <h3><span style="color: #0000ff;">Execution</span></h3> <em>Ultimate Forms</em> can execute actions when item is added/update/deleted, on timer or manually, through a ribbon button <em>InfoPath</em> executes actions when a field value changes. &nbsp; <h2>Lookups</h2> Cascading lookups are the most common requirements in any business solution. Being able to filter a list of cities based on a state is one example. <h3><span style="color: #0000ff;">Cascading Lookups</span></h3> Ultimate Forms supports unlimited number of levels of cascading lookup, including multiple parent values. InfoPath only provides support when working with forms libraries. <h3><span style="color: #0000ff;">Adding New Values</span></h3> <em>Ultimate Forms</em> allows you to add new values on the fly. <em>InfoPath</em> requires the values to be present when the form loads. <h3><span style="color: #0000ff;">Filter Values</span></h3> <em>Ultimate Forms</em> allows you to add additional filter to make selecting values easier and faster, especially when working with large number of values. <em>InfoPath</em> has no such capability. &nbsp; <h2>Signatures</h2> Being able to sign your data is an important part of many business processes. <h3><span style="color: #0000ff;">Signature Type</span></h3> <em>Ultimate Forms</em> uses an electronic signature, where the validation is performed against your Active Directory or using hand-written signatures. InfoPath allows you to sign using a digital signature. <h3><span style="color: #0000ff;">Signature Providers</span></h3> <em>Ultimate Forms</em> can use Active Directory or <em>Topaz Signature Pad</em> (for hand-written signatures). <em>InfoPath</em> requires you to have a digital certificate (either issued internally by your organization or purchased from a provider, such as VeriSign). <h3><span style="color: #0000ff;">Displayed In</span></h3> <em>Ultimate Forms</em> allows you to view signatures in forms, views and even in print-outs, including PDFs. <em>InfoPath</em>'s signatures are visible in forms only. &nbsp; <h2>Printing</h2> Despite our efforts to go paperless, printed copies are still inevitable, as well as read-only PDF versions. <h3><span style="color: #0000ff;">Print Templates</span></h3> <em>Ultimate Forms</em> allows you to create multiple custom print templates, for single items, lists and even calendars. Templates can be shared with other users and the most suitable template can even be selected automatically. <em>InfoPath</em> prints the screen as-is. <h3><span style="color: #0000ff;">Export/Email</span></h3> Ultimate Forms allows you to save the print out as PDF and/or email it to any recipients, both internal and external. InfoPath allows you only to print (unless opening the form in the client application). <h3><span style="color: #0000ff;">UI Integration</span></h3> <em>Ultimate Forms</em> allows you to print from forms, context menu and ribbon buttons, including the ability to print multiple items at once. <em>InfoPath</em> only has the ability to print from forms, one item at a time. &nbsp; <h2>External Data</h2> Being able to work with data found in external applications is essential in today's integrated business. <h3><span style="color: #0000ff;">Data Sources</span></h3> <em>Ultimate Forms</em> can work with any database type and with web services. <em>InfoPath</em> can only work with MS SQL and web services. <h3><span style="color: #0000ff;">Filter External Data</span></h3> <em>Ultimate Forms</em> can filter external data based on column values. <em>InfoPath</em> can filter external data based on column values. <h3><span style="color: #0000ff;">Automatic Import/Export</span></h3> <em>Ultimate Forms</em> can import and export from email, any database and web services. <em>InfoPath</em> does not have automatic import/export capability. &nbsp; <h2>Color-coding</h2> Color-coding allows you to identify data at a glance, without having to read. <h3><span style="color: #0000ff;">Type</span></h3> <em>Ultimate Forms</em> allows you to set background colors, font colors or use icons. <em>InfoPath</em> allows you to set background colors, font-colors, boldness and underlines. <h3><span style="color: #0000ff;">Displayed In</span></h3> <em>Ultimate Forms</em> color-codes forms, views, calendars and print-outs. <em>InfoPath</em> displays color-coding in forms only. &nbsp; <h2>Item IDs</h2> Assigning automatic item IDs in your own format is essential in many applications, such as support tickets, invoices, etc. <h3><span style="color: #0000ff;">Templates</span></h3> Ultimate Forms allows you to create multiple templates and select the most suitable one automatically. InfoPath does not support item IDs. <h3><span style="color: #0000ff;">Format</span></h3> Ultimate Forms uses a combination of text, column values, functions and numerators. InfoPath does not support item IDs. <h3><span style="color: #0000ff;">Applied In</span></h3> Ultimate Forms applies item IDs automatically in new and/or edit forms. InfoPath does not support item IDs. &nbsp; This concludes our feature-by-feature comparison. I will let you decide which platform works better for you, just keep in mind that I just covered some of the features of Ultimate Forms, those that map to the corresponding InfoPath features. There are tons of other features you can leverage: <ul> <li><em>Actions</em> - although partially covered above, actions are an extremely powerful feature, deserving their own webinar (and you can view the past webinar for <a href="../../product.aspx?ID=SmartActionPro">Smart Action Pro</a> on our Webinars page).</li> <li><em>Alerts</em> - a replacement for the built-in alerts, we offer multiple internal and external recipients, timer-based notifications, conditions and custom email template.</li> <li><em>Color-coded calendars</em> - view data from multiple sources, such as lists, databases and Exchange calendars.</li> <li><em>Charts and graphs</em> - visualize your data with over 30 chart types and filter using charts.</li> <li><em>Color-coded views</em> - apply color-coding to any list view, without having to modify it using SharePoint Designer.</li> <li><em>Indicators&nbsp;</em>- add KPIs, progress bars and countdown to any form/view.</li> <li><em>List search</em> - find items in list, print and export to PDF/Excel directly from the search results.</li> <li><em>Voting</em> - let users vote on items/documents and leave comments.</li> <li>Much more...</li> </ul> For your convenience, here is the comparison again in a table: <table style="width: 100%; border: 1px solid #999999; border-collapse: collapse;" border="1" cellpadding="3"> <tbody> <tr> <td style="background-color: #0000ff;">&nbsp;</td> <td style="text-align: center; background-color: #0000ff;"> <span style="color: #ffffff; font-size: medium;"><strong>&nbsp;Ultimate Forms</strong></span> </td> <td style="text-align: center; background-color: #0000ff;"> <span style="color: #ffffff; font-size: medium;"><strong>&nbsp;InfoPath</strong></span> </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Design and Integration&nbsp;</strong></span>&nbsp;&nbsp;</td> </tr> <tr> <td style="background-color: #e0ffff;"> Design environment </td> <td> Integrated into SP, accessible anywhere </td> <td> Stand-alone application, local installation required </td> </tr> <tr> <td style="background-color: #e0ffff;"> Integration </td> <td> 100% integrated </td> <td> Non-native UI and functionality </td> </tr> <tr> <td style="background-color: #e0ffff;"> SP License required </td> <td> Foundation (free), Standard, Enterprise </td> <td> Enterprise only </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"> <strong><span style="font-size: medium;">Layout</span></strong> </td> </tr> <tr> <td style="background-color: #e0ffff;"> Form layout </td> <td> Tabs, tab permissions, sections, groups, multi-column layout, custom fragments </td> <td> Sections, drag-n-drop design </td> </tr> <tr> <td style="background-color: #e0ffff;"> Look and feel&nbsp; </td> <td> Configuration + CSS-based styling </td> <td> Designer-generated styling </td> </tr> <tr> <td style="background-color: #e0ffff;"> SP UI integration </td> <td> 100% native look </td> <td> Distinct, foreign look </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Permissions</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;">Tabs</td> <td> Tabs and groups with subsections </td> <td> Groups. Tabs can be implemented as views </td> </tr> <tr> <td style="background-color: #e0ffff;">Tab permissions</td> <td> Writable/read-only/hidden through conditions </td> <td> Writable/read-only/hidden using rules </td> </tr> <tr> <td style="background-color: #e0ffff;">Column permissions</td> <td> Writable/read-only/hidden through conditions </td> <td> Writable/read-only/hidden using rules </td> </tr> <tr> <td style="background-color: #e0ffff;">View permissions&nbsp;</td> <td> Based on current user, with custom default view </td> <td>None</td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Data Structure</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Storage </td> <td> List item based, completely integrated </td> <td> XML file based, stored in document library* </td> </tr> <tr> <td style="background-color: #e0ffff;"> Repeating sections </td> <td> Real items in related lists, visible in forms and views </td> <td> Repeating sections in XML, do not map to SP items, not visible in views </td> </tr> <tr> <td style="background-color: #e0ffff;"> Related items summary </td> <td> Automatically calculated, subject to filters. Columns do not need to reside on the form </td> <td> Summary functions within the forms </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Column Types</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Support for built-in column types </td> <td> All column types are supported </td> <td> Some column types are not supported (Managed Metadata), others: reduced or modified functionality </td> </tr> <tr> <td style="background-color: #e0ffff;"> Support for custom column types </td> <td> All custom column types from all vendors supported </td> <td>None</td> </tr> <tr> <td style="background-color: #e0ffff;"> Custom column types provided </td> <td> Associated items, cascading lookup, color choice, KPIs, document link, etc. </td> <td>None</td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Validation and Defaults</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Default values </td> <td> User-specific; passed through URL; content type-specific </td> <td> Common to all users </td> </tr> <tr> <td style="background-color: #e0ffff;"> Validation rules </td> <td> Specific to users, subject to conditions, regex pattern support </td> <td> Subject to conditions, support for email/URL patterns </td> </tr> <tr> <td style="background-color: #e0ffff;"> Validating related items </td> <td> Run validation rules based on summary of related items </td> <td> Not supported <!--EndFragment--></td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Actions</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Types of actions </td> <td> 16 types of actions: update/create/delete items, manage permissions, create list/site, print, etc. </td> <td> Set field value <!--EndFragment--></td> </tr> <tr> <td style="background-color: #e0ffff;"> Execution </td> <td> On value change, add/update/delete, on timer, manual (ribbon button) </td> <td> On value change </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Lookups</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;">Cascading</td> <td>Yes, unlimited levels</td> <td>Yes, in form libraries only</td> </tr> <tr> <td style="background-color: #e0ffff;">Add new value</td> <td>Yes, in-line or through pop-up</td> <td>No</td> </tr> <tr> <td style="background-color: #e0ffff;">Filter values</td> <td>Yes, multiple filters</td> <td>No</td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Signatures</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;">Signature type</td> <td>Electronic</td> <td>Digital</td> </tr> <tr> <td style="background-color: #e0ffff;">Signature providers</td> <td>Active directory, Topaz signature pad, touchscreens</td> <td>Digital certificate</td> </tr> <tr> <td style="background-color: #e0ffff;">Displayed in</td> <td>Forms, views, print-outs</td> <td>Forms only</td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Printing</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;">Print templates</td> <td> User-defined, multiple templates with automatic/manual selection </td> <td> Print screen </td> </tr> <tr> <td style="background-color: #e0ffff;"> Export/email </td> <td> Convert to PDF and email, with attachments </td> <td> None* </td> </tr> <tr> <td style="background-color: #e0ffff;"> UI integration </td> <td> Print from forms and views, print multiple items at once </td> <td> Print from forms only </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>External Data</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Data sources </td> <td> Any DB type, web services, REST APIs </td> <td> MS SQL only, web services </td> </tr> <tr> <td style="background-color: #e0ffff;"> Filter external data </td> <td>Yes</td> <td>Yes</td> </tr> <tr> <td style="background-color: #e0ffff;"> Automatic import/export </td> <td> Emails, web service, any DB </td> <td>None</td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Color-coding</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Type </td> <td> Background color, font color, icons (with or without text) </td> <td> Background color, font color, boldness, underline </td> </tr> <tr> <td style="background-color: #e0ffff;"> Displayed in </td> <td> Forms, views, calendars*, print-outs </td> <td> Forms only </td> </tr> <tr> <td style="background-color: #87ceeb;" colspan="3"><span style="font-size: medium;"><strong>Item IDs</strong></span></td> </tr> <tr> <td style="background-color: #e0ffff;"> Templates </td> <td> Multiple, automatically selected </td> <td> Not supported </td> </tr> <tr> <td style="background-color: #e0ffff;"> Format </td> <td> Combination of text, column values, functions, numerator </td> <td> Not supported </td> </tr> <tr> <td style="background-color: #e0ffff;"> Applied </td> <td> New item, modified item </td> <td> Not supported </td> </tr> </tbody> </table>https://www.infowisesolutions.com/blog/infowise-ultimate-forms-vs.-infopath---feature-by-feature-comparisonVladi GublerWednesday, May 28, 2014https://www.infowisesolutions.com/blog/infowise-ultimate-forms-vs.-infopath---feature-by-feature-comparisonCreate an ID that restarts every dayBy now you all know our <a href="../../product.aspx?ID=SmartIDPro">Smart ID Pro</a>&nbsp;which is well documented here: <a href="../../documentation/?Product=SmartIDPro">Smart Id Pro Documentation</a>. Today i'm gonna show you how to use it to create an id containing a counter, which restarts every day. basically Smart Id's counter part will restart every time that the constant part changes, so if we want a counter per day, we embed the date in our constant part, using this simple formula: $Year([Today])$Month([Today])$Day([Today])[#|100]. This formula will produce us with the following ID: <span style="color: #339966;">YYYY<span style="color: #ff00ff;">MM<span style="color: #999999;">DD<span style="color: #ff0000;">ID<span style="color: #000000;">.</span></span></span></span></span> here are the steps to perform it: 1. Go inside Infowise Item ID Settings, under list settings page: &nbsp;<img title="settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/sid1.png" alt="settings" width="302" height="340" /> 2. Define the ID <img title="ID settings" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/sid2.png" alt="ID settings" width="746" height="422" /> 3. See it generated! <img title="List View" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/sid3.png" alt="List View" width="373" height="106" /> &nbsp; thank for reading and enjoy using our products!https://www.infowisesolutions.com/blog/create-an-id-that-restarts-every-dayGenady VaismanMonday, May 12, 2014https://www.infowisesolutions.com/blog/create-an-id-that-restarts-every-dayHow to let users change their own Active Directory passwordsHi, Using <a href="../../product.aspx?ID=SmartListPro">Smart List Pro</a> and <a href="../../product.aspx?ID=SmartActionPro">Smart Action Pro</a> it's easy to implement self-service password change functionality in SharePoint. <ol> <li>In Active Directory, give Password reset rights on your OU to the application pool account</li> <li>Create a <em>custom</em> list "Password Changes", rename the <em>Title</em> column to <em>New</em>&nbsp;<em>Password</em> and add another text column &ldquo;<em>Confirm Password</em>&rdquo;.</li> <li>Using <em>Smart List Pro</em>, add validation rule <em>Password</em> =<em> Confirm Password</em>. That will make sure users confirm their entry. You can also add pattern (regex) validaition rules or length validation rules to ensure password complexity.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/pw1.png" alt="Password validation" width="600" height="197" /></li> <li>Using <em>Smart Action Pro</em>, add 2 actions to the list:<br /> <ol> <li><em>Manage Active Directory</em> action to change the password. Turn on <em>Impersonation</em> for the action and set it to run on <em>New</em> only. Use <em>Created By</em> for the <em>User Name</em> value (you might need to change the display field to Account, just edit the column in list settings) and <em>Password</em> for the new password.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/pw2.png" alt="Manage AD - general settings" width="600" height="331" /><br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/pw3.png" alt="Reset settings" width="600" height="375" /><br /><br /></li> <li>Depending on your requirements, add either <em>Delete</em> action to erase the newly created item once the first action finished, or Update action to set both <em>Password</em> and <em>Confirm Password</em> to &ldquo;*******&rdquo;.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/pw4.png" alt="Hide Password" width="600" height="473" /></li> </ol> </li> <li>Add link to the <em>New</em> form of the list to wherever you want it, you can use a content editor web part to create a link as a image button. Pass <em>src</em> parameter in the URL to specify the return URL (otherwise it will return to the list, you probably don&rsquo;t want that).</li> </ol>https://www.infowisesolutions.com/blog/how-to-let-users-change-their-own-active-directory-passwordsVladi GublerSaturday, May 10, 2014https://www.infowisesolutions.com/blog/how-to-let-users-change-their-own-active-directory-passwordsNew special alert mode for Today, Tomorrow and This WeekHi, As you might already know, <a href="../../product.aspx?ID=SmartAlertPro">Smart Alert Pro</a>&nbsp;(a component of <a href="../../uf.aspx">Ultimate Forms</a>)&nbsp;is a replacement for built-in alerts. Its features are too numerous to mention, so I will just list a few highlights: <ul> <li>Complete integration - find a button for it wherever you can add regular alerts</li> <li>Any recipients, both internal and external</li> <li>Conditional alerts - add conditions to each alert to only send messages regarding qualifying items</li> <li>Timer-based alerts - send alerts before or after a certain date (e.g. Due Date of a task), repeat if necessary</li> <li>Completely customizable email templates</li> </ul> Our newest version includes a new feature, that is supposed to make life easier for you. You can now set an alert to notify you or your recipients about upcoming items/events based on Today, Tomorrow or This Week time periods. Suppose you are adding an alert on an Events list and want to send a weekly email, listing all the events of the upcoming week. In <em>What To Send</em> section you will choose <em>According to date</em> and choose your date column, in this case <em>Start Time</em> of the event <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/summaryalert-what.png" alt="What to send" width="608" height="632" /> That will collect all events that start this week, so now we need to set up when we want to receive the notification. <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/summaryalert-when.png" alt="When to send" width="613" height="554" /> Because it's a weekly summary, we can only choose <em>Weekly</em>, so let's select the week day and hour. Next we can specify how we want the emails to be delivered. <ul> <li>Send as separate email - each event gets its own email, usually not the best option for this kind of an alert, but some might find it useful</li> <li>Send as single message - all emails are combined into a single one, preserving the layout template of each one (whichever template you chose in <em>Mail Templates</em> section)</li> <li>Summary mode - a special condensed mode where each item gets just a single line, mail templates are ignored</li> </ul> Save the alert, you will now receive a weekly summary of upcoming events.https://www.infowisesolutions.com/blog/new-special-alert-mode-for-today,-tomorrow-and-this-weekVladi GublerWednesday, April 9, 2014https://www.infowisesolutions.com/blog/new-special-alert-mode-for-today,-tomorrow-and-this-weekApply custom look and feel to your SharePoint formsHi, Good news! We've just released a new version of <a href="../../product.aspx?ID=SmartListPro">Smart List Pro</a> (a component of <a href="../../uf.aspx">Ultimate Forms</a>). It now supports applying your own custom look &amp; feel to every list, so you can effortlessly create great looking forms. Just see how easy it is to turn this: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/design-before.png" alt="Form Before" width="550" height="812" /> into this: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/design-after.png" alt="Form after" width="680" height="533" /> Some technologies, such as InfoPath, SharePoint Designer or 3rd party solutions implement this by replacing the whole form with a custom form, breaking certain functionality and creating that "out-of-place" feeling. Smart List Pro does not do that, it actually applies layout changes and stylings directly to the original form, no changes required. Let me show how it is done, it should not take you more than 1 minute flat: <ol> <li>Make sure Smart List Pro version 1.23.0 or up is installed</li> <li>On any list view, go to List (or Document Library) ribbon and click on <em>Design</em> button</li> <li>Click on <em>Tabs and tab permissions</em> (the first option there)</li> <li>Close all sections but <em>General Settings</em></li> </ol> <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/design-general.png" alt="General Settings" width="680" height="353" /> Under <em>Title</em> I put in [Full Name], it will show this nice looking title above the form itself with the full name of the contact. You don't have to put it there or you can use any other value, the value picker is right there to help you. <em>Label location</em>: Above field - will place column names above the column values, intsead of being beside them. And I also selected to render the form in a 2 side-by-side columns. Done with <em>General Settings</em>, collapse it and open up the new <em>Style</em> section: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/design-style.png" alt="Style" width="680" height="682" /> Let me explain to you what I did here. I was using IE Developer Pane (F12, the same works in Chrome and, a bit differently, in FireFox) to find out the names of the CSS classes I wanted to override. You don't need to do that, you can simply enter the values for background and borders if you don't feel like honing your CSS skills just yet. So here we go: <ul> <li>Background color: I used a picker and selected a nice yellowish hue</li> <li>Border radius: I gave rounded edges to the background (attention IE users on SharePoint 2007/2010, this option will not work for you)</li> <li>Box shadow: I added a drop shadow to the form (again, IE users in earlier versions are out of luck).</li> </ul> I then added some direct CSS overrides to fine-tune my form. I changed the look of the submit buttons, changed the colors of field names and values, added some padding and enlarged the form title (remember that?) font. Add the style (I added one for all forms, but you can actually enter a separate one for each). Save. You are done. And it looks great in the Edit form too! <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/design-afteredit.png" alt="Edit form" width="680" height="622" />https://www.infowisesolutions.com/blog/apply-custom-look-and-feel-to-your-sharepoint-formsVladi GublerWednesday, April 9, 2014https://www.infowisesolutions.com/blog/apply-custom-look-and-feel-to-your-sharepoint-formsNew Ultimate Forms settings pageHi, Great new addition to Ultimate Forms. We now have a new button on the List ribbon (just next to List Settings). It will take you directly to our new settings page. There you have access to configuring all components of Ultimate Forms, grouped by topic. Each link is accompanied by a short descriptions, so even a novice user can figure it all out in no time. If you need to set up tabs, create alerts, configure email import, set up actions or add new columns, it all can be done from a single place. Additional, a short quick start guide is also on the page, again, helping the newer users to navigate the wealth of features Ultimate Forms has to offer. And you also see the links to our blog articles, providing helpful tips and walkthroughs (your server must be connected to the Internet for this feature to work). And you can also access Infowise Stages to inspect your current settings from the perspective of business process stages. So, just look for the new Design button on the ribbon, it has an Ultimate Forms icon and it's hard to miss!https://www.infowisesolutions.com/blog/new-ultimate-forms-settings-pageVladi GublerMonday, March 31, 2014https://www.infowisesolutions.com/blog/new-ultimate-forms-settings-pageTip - easily assign permissions to multiple columnsHi, Using <a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> it's easy to set permissions to individual columns of your list/document library. You can set a column to be in Write, Read or Deny(hidden) mode based on conditions and the identity of the current user. Sometimes you would need to set up multiple permission rules, especially when you need precise control over the column throughout your list-based business process. When you have multiple columns in your list and need to set up similar permissions to several of them, it can be a daunting task. Thankfully, let me show a little trick that will make your life much easier. As you know, permissions can be set to both columns and tabs. When setting a permission to a tab, the columns included in the tab are assigned that permission as a group. So basically you only need to assign it once, which is great. But what if you don't want any tabs on your form, but still don't want to go and assign permission rules to each individual column? There is a simple solution to that. We have a special mode for the tabs that is called "Do not display". It means that your tabs are only used for assigning permissions and there is no visual representations of these tabs on the form itself. You can find this setting under <em>Display as</em> in <em>General Settings</em> section (at the very bottom of <em>Infowise Tabs and Tab Permissions</em> management page). So how do you do that: <ol> <li>Create a tab for every group of columns sharing the same permissions.</li> <li>Associate the columns with the tab</li> <li>Set permissions to the tab itself</li> <li>Set <em>Display as</em> to <em>Do not display</em></li> <li>Save your settings</li> </ol> This is it, you just saved yourself the hassle of assigning permissions to each individual column!https://www.infowisesolutions.com/blog/tip---easily-assign-permissions-to-multiple-columnsVladi GublerWednesday, February 26, 2014https://www.infowisesolutions.com/blog/tip---easily-assign-permissions-to-multiple-columnsPassing values to related forms from a parent formHello, Today I'll be focusing on an extremely powerful, but pretty obscure piece of functionality found in our A<a href="https://www.infowisesolutions.com/product.aspx?id=AssociatedTasks">ssociated Tasks Field</a> and <a href="https://www.infowisesolutions.com/product.aspx?id=SmartListPro">Smart List Pro</a>. It allows you to automatically pass values entered in the parent form right into the related child forms, without having to re-enter anything manually. Consider the following scenario: you are building a SharePoint-based invoicing system (similar to our <a href="https://www.infowisesolutions.com/template.aspx?id=QuoteGenerator">Quote Generator</a> solution). For this you are using 2 main lists: <ol> <li><strong>Invoices</strong> - where the main details of the invoice go, such as customer name, bill to/ship to addresses, totals and so on</li> <li><strong>Invoice Details</strong> - this is where you enter the actual invoice line. Each invoice will have at least one invoice line</li> </ol> Associated Tasks field makes it very easy to set something like this up, you can even add new invoice lines while your invoice is still in its New form, without having to save it first, directly from within the form. Assume that your requirement is to enter the Currency type both in the invoice itself and on each invoice line. Doing so manually is time-consuming and open to human errors. What you need is an ability to pass the value selected on the invoice to the invoice lines automatically. Thankfully, it's really easy to set up. <em>Associated Items</em> field will read the values of the parent item columns and pass them to the child <em>New</em> form automatically, in the query string. Almost all column types are supported and there is nothing to configure, it happens automatically. Now all we need to do is to use these value to set the default value for the columns on the child form. Smart List Pro's Default value setting are here to help. Let me go over the process step-by-step, with some images to make it easier for you. When we open the main Invoice form we enter some data there: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/atf_fv_1.png" alt="Invoice details" width="600" height="549" /> Now click on New entry link of <em>Associated Items</em> column <em>Products</em>. It will open the child New form. Right-click there and choose Properties (that's in IE, other browser offer similar functionality).&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/atf_fv_2.png" alt="Form properties" width="600" height="574" /> Take a look at the URL: <div style="width: 550px;"><span style="color: #3366ff;">http://&lt;server&gt;/products/_layouts/Infowise/AssociatedTaskField/IWAssociatedFiel<br />dAddForm.aspx?list=5c399cc2-ad80-4835-9c21-<br />20c262d7999b&amp;ct=0x01009F1253B955FF430E86C308E7F1E1F49C002E3EE3F60BF5<br />DA41875C4BA43EA1D389&amp;IWParentWebID={684b8cf4-1666-4c55-84ca-<br />48e8632779c4}&amp;IWParentListID={4327c74a-dc11-4233-affe-<br />863f2c06b0fd}&amp;IWParentItemID=c4ff53d9-3139-4c70-a33f-<br />43db923e989c&amp;IWFieldName=Products&amp;IWParentLink=&amp;iwfvDocument_x0020_Type<br />=Quote&amp;<strong>iwfvCompany</strong>=ABC%20Enterprises&amp;<strong>iwfvContact</strong>=Jack%20Connor&amp;iwfvQ<br />uote=%28None%29&amp;iwfvPO_x0020__x0023_=&amp;iwfvIssued=2%2F21%2F2014&amp;iwfvD<br />elivery_x0020_Date=Immediate&amp;iwfvPayment_x0020_Terms=Immediate&amp;iwfvAdditi<br />onal_x0020_Discount=&amp;iwfvTax=13&amp;iwfvCurrency=USD&amp;iwfvCoupon_x0020_Code=<br />&amp;iwfvPayment_x0020_Date=&amp;iwfvtest=&amp;IsDlg=1</span></div> It contains the parent column values, the parameter names are simply internal column names, prefixed by <em>iwfv</em>, such as <em>iwfvCompany</em> or <em>iwfvContact</em>. Now we can use these parameters in Smart List Pro to set default value rules. On your child list (Invoice Details) go to <em>List Settings</em>, there click on <em>Infowise Default value settings</em>. Select a column you want to set a default value for. Check <em>Query string parameter</em> checkbox and enter the parameter name, e.g. <em>iwfvCurrency.</em> <em><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/atf_fv_3.png" alt="Default value" width="600" height="243" /></em> Save the rule and your are done. Now when you open the child form from the parent, the column values are going to be prefilled with the value you entered on the parent form!https://www.infowisesolutions.com/blog/passing-values-to-related-forms-from-a-parent-formVladi GublerFriday, February 21, 2014https://www.infowisesolutions.com/blog/passing-values-to-related-forms-from-a-parent-formCreating and managing users in Active Directory from SharePointHi, Today I would like to focus on one particular action type of <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>: Manage Active Directory. This action allows you to: <ul> <li>Create users in AD</li> <li>Update users in AD</li> <li>Enable/disable users</li> <li>Reset passwords</li> <li>Add/remove users to AD security groups and distribution lists</li> <li>Create security groups and distributions lists</li> <li>Delete security groups and distribution lists</li> </ul> What do we need? Well, <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a> of course. One of our most versatile products offers 16 different action types, all of which are configured right in the browser and allow you accomplish anything in SharePoint, without any need for custom development. The second thing you need is to grant the SharePoint's application pool account management right on an organizational unit (OU) within your Active Directory, to allow it to create and update users. And the third thing - a list in SharePoint we are going to use to create and update our users. I chose to use a Contacts list as it already contains most of the columns I need, all I did was just add a couple more: Username and Password. Our example will do two things: <ol> <li>Create a new user in AD when a new item is added to the list.</li> <li>Reset existing user's password when a list item is updated with a new password.</li> </ol> So let's begin. First of all we need to create an action column. Go to List Settings -&gt; Infowise Actions Settings, there simply click OK under Action Columns. It will add the action column, so we can start adding actions. Our first action is going to be Create User (type: <em>Manage Active Directory</em>). Set the action to run on <em>New</em>. Under <em>Action Settings</em> select "Create User" as action type, enter your Active Directory connection information (directory type and name and OU path). Next map the list columns to the AD properties. Use the value picker (icon to the right of each field) to select columns rather than typing them in. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-createuser.png" alt="Create user action" width="600" height="555" /> Save the action. Now every time you add an item to the list, a user is created in Active Directory. But wait, the password is clearly visible to anyone with access to the list, not much of a security system. Luckily, we can easily fix that as well. Let's add an action to clear the password field value as soon as we are done using it. We'll be using <em>Update list item</em> type of action for that: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-clearpassword.png" alt="Clear password" width="600" height="407" /> And the last thing we want to implement is the ability to reset password. Add another <em>Manage Active Directory</em> action and set it to run on <em>Edit</em>. In the <em>Action Settings</em> select <em>Reset Password</em> action type and map the necessary fields: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-resetpassword.png" alt="Reset password" width="600" height="338" /> One more thing is needed here and that's a condition to only run this action when users actually enter the new password: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-resetpasswordcond.png" alt="Reset password condition" width="600" height="270" /> Now let's test it! Enter user data into the list: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-userdetails.png" alt="User details" width="624" height="770" /> Save and check your Active Directory. Presto! A new user has been added: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ad-newuser.png" alt="New user" width="410" height="486" /> Now edit the user in the SharePoint list and enter a new password, your Active Directory user will be updated the second you save your changes to the list. In summary, we covered just a fraction of what Smart Action Pro is capable of. It's the best tool when you need to accomplish advanced tasks but do not want to delve into the bits and bytes of software developments :).https://www.infowisesolutions.com/blog/creating-and-managing-users-in-active-directory-from-sharepointVladi GublerTuesday, February 11, 2014https://www.infowisesolutions.com/blog/creating-and-managing-users-in-active-directory-from-sharepointNew Infowise apps in Office StoreHello, SharePoint 2013 introduced the new app model, allowing you to install various apps directly from your internal enterprise store or from Microsoft's own Office Store. One of the main advantages of the app model is the fact that no executable code is installed on the server, which makes apps safe to be installed by end users or in restricted environments, such as Office365. We are proud to announce that first 4 Infowise apps have been added to Office Store: <ul> <li>Infowise Connected Lookup Column - app version of our Connected Field, expanding the capabilities of any lookup column, adding cascading filtering, ability to add new values, filtering by view or column value and more.</li> <li>Infowise Color Choice Column - app version of our Color Field (without the Indicator Field component, at least for now). It allows you to add color-coding or icons to any SharePoint list or document library. Both per-user and site licenses are available.</li> <li>Infowise Smart Print Lite - app version of our Smart Print Pro, which allows you to print any list or document library in a template of your own design. The Lite version is free, but lack PDF and email functionality.</li> <li>Infowise Facebook Like Field - app version of our solution-based free product, allowing you to add Facebook Like button to any list view or form.</li> </ul> This is the first generation of our apps, we will be closely following this emerging technology and post new apps as they become available.https://www.infowisesolutions.com/blog/new-infowise-apps-in-office-storeVladi GublerTuesday, January 28, 2014https://www.infowisesolutions.com/blog/new-infowise-apps-in-office-storeDynamically applying tab/column permissions in list formsHi, Big news here for users looking for a replacement for InfoPath-based SharePoint forms! Smart List Pro is our bestselling product that allows you to extend the built-in SharePoint forms, turning regular list in real business applications. With tabbed interface, tab and column permissions, advanced validation rules and customizable default values, your forms will never look and work the same. Until now the tab/column permissions were only evaluated on the server, just before loading the form in your browser. Once loaded, the columns would remain in the same state (writable, read-only or hidden) until your saved and re-opened the form. It's ok for most usage scenarios, but sometimes you need a more dynamic form. Consider the following scenario: you are filling out a insurance application form. Based on the type of insurance you filled out on the first tab (car or home), you would like to see car or house details column (no point in filling out VIN for a house or address for a car, is there?). You would place the car details columns on the Car tab and house details column on the House tab. Depending on the value of Insurance Type column, you would want one of the tabs to be shown and another one hidden. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dynamicForm.png" alt="Dynamic form" width="600" height="368" /> With the new dynamic permissions in Smart List Pro it is finally possible! Your permission rules can now be applied on-the-fly, as soon as you update one of the columns used in permission conditions. Columns are then set to write, read-only or hidden immediately, without having to save the form. Some restrictions do apply. Not all column types are supported and if your condition uses functions, it cannot participate either. Conditions that cannot be evaluated dynamically are still evaluated on the server and passed on to the client, they are just not updated as the column values change. Refer to the user guide for more details. The regular server-based mode is still there and it's the default. Note that dynamic permissions are not supported in Smart List Lite.https://www.infowisesolutions.com/blog/dynamically-applying-tabiwfslcolumn-permissions-in-list-formsVladi GublerFriday, December 6, 2013https://www.infowisesolutions.com/blog/dynamically-applying-tabiwfslcolumn-permissions-in-list-formsHand-written signatures in print-outs and PDFsHi, <a href="../../product.aspx?id=SignatureField">Electronic Signature Field</a> and <a href="../../product.aspx?id=SmartPrintPro">Smart Print Pro</a> are two powerful components of Ultimate Forms that help you implement your business processes in SharePoint, without any external tools. Electronic Signature Field allows you to sign the data in your SharePoint forms, helping make SharePoint comply with regulatory requirements. You can sign the whole form or just specific fields. Any change made to the item will then break the signature in a highly visible fashion, obvious at a glance even densely populated list view. Signature Field supports 3 different signature providers, one of which is hand-written signatures using Topaz signature pad. Smart Print Pro allows you to display your list item in a printer-friendly layout, according to a template of your own design. Custom headers/footers are also supported, as well Export to PDF and Email functionality, allowing you create documents for your customers/supplier directly from within your SharePoint list. Both products have been integrated since their creation, allowing you to print signatures. But until now you could only print the signature status, the hand-written part was never included. With the new versions of both products this changes. The hand-written signature image is not integrated into the print-out and can even be saved as part of the PDF document. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/handSignature.png" alt="Signature print" width="600" height="360" /> Note that only signature created with the new version of Signature Field are supported.https://www.infowisesolutions.com/blog/hand-written-signatures-in-print-outs-and-pdfsVladi GublerFriday, December 6, 2013https://www.infowisesolutions.com/blog/hand-written-signatures-in-print-outs-and-pdfsAdd custom actions to SharePoint ribbonsHello, Today we'll focus on an extremely useful, but not widely known feature of <a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - adding custom button to context menus and ribbons in list views and forms. Sorry 2007 users - you do not get this feature :(. As you know, <em>Smart Action Pro</em> helps you automate your SharePoint by configuring any combination of the 15 possible actions types. These actions run when you create/update/delete an item or based on the timer. They can also be executed manually when you select "Show as column" option in the Execution setting on <em>Advanced Settings</em> tab. It actually adds a new column to your list, according to the name of the action. Clicking on this column executes the action. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/actionbuttonsettings.png" alt="" /> You can also have the action made available not just as a column, but also as a new button in the context menu and/or the ribbon. You can specify which one you want, select the minimum level of permissions the users must have to see the button and select one of the icons. In the optional settings, you can specify your own icons (just enter the URL for 16x16 and 32x32 versions), ribbon group (by default it's added to <em>Actions</em> group, but it can be added to any other existing group, such as Manage or New). You can also enter Order (or Sequence) of the button, specifying the position it will take within its group. Again, all of these settings are optional, if you are not sure, just leave them blank. Once the action is saved, the button is instantly added. You can even execute an action on several items at once by selecting the items in the view and clicking on the action button in the ribbon.https://www.infowisesolutions.com/blog/add-custom-actions-to-sharepoint-ribbonsVladi GublerFriday, December 6, 2013https://www.infowisesolutions.com/blog/add-custom-actions-to-sharepoint-ribbonsInfowise support for Managed Metadata columnHi, Our <a href="../../uf.aspx">Ultimate Forms</a> suite was designed to require <em>WSS/SharePoint Foundation</em> only, so even the users of the free SharePoint edition can benefit from this advanced platform for creating business applications. But we do acknowledge the fact that many of our customers do have <em>SharePoint Server (2007/2010/2013)</em> installed and they would like to take an advantage of the additional functionality the paid version introduces. One of the most useful additions (in 2010 and up) is the <em>Managed Metadata</em> column type, allowing you to create and manage system-wide taxonomy, helping to sort out your data better. Using the components of <em>Ultimate Forms</em> you can now create, read and modify the values in this column efficiently both in the interactive and behind-the-scenes business logic: <ul> <li>Components using conditions can successfully base their conditions on <em>Managed Metadata</em> display values</li> <li><a href="../../product.aspx?ID=SmartListPro">Smart List Pro</a> can define default values for <em>Managed Metadata</em>, even allowing you to have different default values for different groups of users</li> <li><a href="../../product.aspx?ID=SmartActionPro">Smart Action Pro</a> allows you to set or modify <em>Managed Metadata</em> through actions. you can even set the value using another, free-text column and only text corresponding to existing managed metadata terms will be actually used. For instance, <em>Marketing</em>; <em>Finance</em>; <em>Blah-blah</em> will set the managed metadata field (assuming it allows multiple values) to <em>Marketing; Finance</em> and will disregard <em>Blah-blah</em>.</li> </ul> In summary, <em>Managed Metadata</em> provides a great mechanism you can now leverage to even greater extent through the power and versatility of <em>Ultimate Forms</em>!https://www.infowisesolutions.com/blog/infowise-support-for-managed-metadata-columnVladi GublerTuesday, November 19, 2013https://www.infowisesolutions.com/blog/infowise-support-for-managed-metadata-columnIntroducing Infowise StagesHello, Introducing <strong>Infowise Stages</strong>, our new tool to visualize and manage your SharePoint-based business applications. Many components of <a href="../../uf.aspx" target="_blank" rel="noopener">Infowise Ultimate Forms</a> are designed to add functionality to SharePoint lists to turn them into business processes. A quick overview of just 4 of them (up to 15 in total) that are relevant to us today: <ul> <li><a href="../../product.aspx?ID=SmartListPro" target="_blank" rel="noopener">Smart List Pro</a> - adds tabs, tab permissions, column permissions, column validation rules, default vallues and more</li> <li><a href="../../product.aspx?ID=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - adds actions of 15 different types that can be configured to run when you create/update/delete items, on timer or manually.</li> <li><a href="../../product.aspx?ID=SmartAlertPro" target="_blank" rel="noopener">Smart Alert Pro</a> - adds customizable alerts to be sent to internal and external recipients based on events and on timer.</li> <li><a href="../../product.aspx?ID=SmartIDPro" target="_blank" rel="noopener">Smart ID Pro</a> - adds custom item IDs according to your specific pattern.</li> </ul> What all of these components have in common is the ability to add conditions. You add conditions to control when a tab becomes visible/editable, when an action runs or when an alert is sent. So in essence each set of conditions describes a <em>distinct state</em> of the business process, implemented through your list. Think of a purchase order that has been approved by your direct manager and is now awaiting the approval of the department head. We call these sets of conditions <strong>Stages</strong> and that's what <em>Infowise Stages</em> is designed to visualize. We are not talking about a new product, there is nothing here that needs to be purchased. It is actually a new way of looking at the tabs, actions or alerts that you already have, grouped by the current state of your data. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/stages.png" alt="Infowise Stages" width="511" height="691" /> &nbsp; Each stage displays the tabs, column permissions, validation rules, actions, alerts or item ID rules that you set up for it. <em>Infowise Stages</em> will automatically go through the settings generated by <em>Infowise Smart List Pro</em>, <em>Infowise Smart Action Pro</em>, <em>Infowise Smart Alert Pro</em> and <em>Infowise Smart ID Pro</em> (or just the ones you actually have installed) and extract stage data from those settings. You never need to actually define what a "stage" is or to what stage your tab or alert belong, it is done for you automatically in the way that helps you to understand how your business process is supposed to function. Take a look at the following screenshot: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/stagetabs.png" alt="Stage Tabs" width="600" height="252" /> * By the way, your <em>Default stage</em> is the stage that has no conditions. You can see here that this stage has 3 tab permissions assigned to it, it has one column permission and one item ID rule. By going over the different stages and the functionality associated with them, you can easily understand process flow of your application and identify potential problems. <em>Infowise Stages</em> is a new concept we've developed. As with any new product, there is always room for improvement. We will be grateful for any feedback you can give us and hope you'll enjoy this new feature! &nbsp;https://www.infowisesolutions.com/blog/introducing-infowise-stagesVladi GublerThursday, October 24, 2013https://www.infowisesolutions.com/blog/introducing-infowise-stagesInfowise components - better together!<h2>Hi,</h2> You&nbsp;surely already know what great value our components can bring to your SharePoint, allowing you to easily accomplish tasks previously only possible through advanced custom development. Each component covers a different aspect, be it forms, alerts or actions, allowing you to do more, faster and with fewer errors, using just your browser. But there is a hidden gem you might not be aware of: most of our components recognize each other and provide you with additional functionality when used together. In this post I'd like to summarize this functionality. <h2><a href="../../product.aspx?id=SmartListPro" target="_blank" rel="noopener">Smart List Pro</a></h2> Provides tabs and tab permissions, validation rules and much more <ul> <li><a href="../../product.aspx?id=SmartAlertPro" target="_blank" rel="noopener">Smart Alert Pro</a> - assign alerts to tabs to notify users when it's their turn to update the item</li> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status</li> <li><a href="../../product.aspx?id=SmartListMobile" target="_blank" rel="noopener">Smart List Mobile</a> - provide extension of Smart List Pro for mobile devices</li> </ul> <h2><a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a></h2> Replaces the need for custom development with large selection of browser-configured actions <ul> <li><a href="../../product.aspx?id=SmartPrintPro" target="_blank" rel="noopener">Smart Print Pro</a> - print list items to PDF&nbsp;and email or save in list/document library</li> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status</li> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - use relationships in conditions and create related items in actions</li> </ul> <h2><a href="../../product.aspx?id=SmartAlertPro" target="_blank" rel="noopener">Smart Alert Pro</a></h2> Replaces built-in alerts with fully-customizable alerts, based on conditions, accoridng to events or timer <ul> <li><a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> - assign conditions to alerts based on tab permissions</li> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status, displays signature status within alerts</li> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - include associated items in alerts</li> </ul> <h2><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a></h2> Creates and manages&nbsp;relationships between lists <ul> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status</li> <li><a href="../../product.aspx?id=ColorField" target="_blank" rel="noopener">Color Field</a> - display color coding and indicators in related items</li> <li><a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - run action on and within related items</li> <li><a href="../../product.aspx?id=ConnectedFields2007" target="_blank" rel="noopener">Connected Field</a> - display and create related items through lookup to parent</li> </ul> <h2><a href="../../product.aspx?id=SmartImportPro" target="_blank" rel="noopener">Smart Import Pro</a></h2> Imports/updates/sync data from emails, database and web services <ul> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status</li> </ul> <h2><a href="../../product.aspx?id=SmartPrintPro" target="_blank" rel="noopener">Smart Print Pro</a></h2> Prints, converts to PDF and email list items <ul> <li><a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - automate printing with actions</li> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - include associated items in print-outs</li> <li><a href="../../product.aspx?id=ColorField" target="_blank" rel="noopener">Color Field</a> - display color coding and indicators in print-outs</li> <li><a href="../../product.aspx?id=SignatureField" target="_blank" rel="noopener">Signature Field</a> - use yes/no conditions based on signature status and include signatures in print-outs</li> <li><a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> - obfuscate data in print-outs based on user permissions</li> </ul> <h2><a href="../../product.aspx?id=EventCalendar" target="_blank" rel="noopener">Event Calendar Plus</a></h2> Display multiple different datasource on one color-coded calendar <ul> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - include associated tasks in calendar</li> <li><a href="../../product.aspx?id=ColorField" target="_blank" rel="noopener">Color Field</a> - display color coding and indicators in calendar</li> </ul> <h2><a href="../../product.aspx?id=SmartRollupPro" target="_blank" rel="noopener">Smart Rollup Pro</a></h2> Combines data from multiple lists and document libraries across the farm <ul> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - include associated items drill-in</li> <li><a href="../../product.aspx?id=ColorField" target="_blank" rel="noopener">Color Field</a> - display color coding and indicators in rollup</li> <li><a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - run action on items</li> </ul> <h2><a href="../../product.aspx?id=ListSearch" target="_blank" rel="noopener">List Search</a></h2> Search data in lists and manage the results <ul> <li><a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a> - include associated items drill-in</li> <li><a href="../../product.aspx?id=ColorField" target="_blank" rel="noopener">Color Field</a> - display color coding and indicators in results</li> <li><a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> - run action on items</li> <li><a href="../../product.aspx?id=SmartPrintPro" target="_blank" rel="noopener">Smart Print Pro</a> - print search results to PDF&nbsp;and email or save in list/document library</li> </ul> &nbsp; &nbsp; &nbsp; Check out <a href="../../uf.aspx" target="_blank" rel="noopener">Ultimate Forms</a> - a suite of products listed above (and more)&nbsp;for a great SharePoint-based application development platform!https://www.infowisesolutions.com/blog/infowise-components---better-together!Vladi GublerTuesday, October 8, 2013https://www.infowisesolutions.com/blog/infowise-components---better-together!Automate business processes with $Extract functionHi, Today I'd like to expand the topic first covered in <a href="../comments.aspx?ArticleId=61">this blog post</a>. There I was explaining in details how you can create Help Desk applications by integrating your SharePoint's lists with emails. You saw how easy it is not only to receive new service requests via email, but also how to configure email-based approval processes. One of the most useful functions we briefly covered there was $Extract. As with <a href="../Comments.aspx?ArticleId=106">all the other functions</a>,&nbsp;you can find it&nbsp;in the Value Picker and use in conditions and updates. As its names implies,$Extract function allows you to extract parts of a longer text according to patterns that you define. For instance, when you want to email an update a service request, implemented as a SharePoint list item, you would want to pass the unique identifier to the system, specifying which service request you want to update (the item ID is the usual candidate for this identifier). For example, in our internal CRM system, we pass the ticket ID in the subject line of every outgoing email: "some subject IWID:100", where the ID is 100. This way, when the customers reply and we import that reply, the system knows which ticket it needs to update. $Extract function accepts 2 parameters: <ol> <li>Value - can be text, column name, another function or a combination of them. This is the incoming value you want to extract from.</li> <li>Pattern - instructs the system how to extract the value. Generally in the format Prefix^Suffix, where ^ is the value you want.</li> </ol> For example $Extract([Subject]|?IWID:^) will extract the ID number from "some subject IWID:100". You might notice that we preceeded the prefix with a question mark. It means that we a looking for it at any position within the text. Without the question mark, it would expect the text to start with IWID:. Also, we omitted the suffix, which means we are going to get everything up to the next space, line break or comma. If you want to terminate at the line break only, include \r as the suffix. In our internal CRM system we use $Extract functions for any purposes: <ul> <li>Updating the correct ticket the additional details coming from subsequent email. We use $Extract to get the ticket ID from the subject line. $Extract([Subject]|?IWID:^)</li> <li>Categorizing tickets. By including IW:Sales or IW:Support tags in the body of the email and CC'ing our CRM system, we instruct it to properly tag the new tcket. $Extract([Body]|?IW:^)</li> <li>Closing tickets. By including IWID:Close tag anywhere within our reply, we instruct the system to mark the ticket as closed.</li> </ul> You might notice that the Value Picker and, as the result, $Extract function&nbsp;are available not only in email. In fact, currently 8 products make use of this module: <ul> <li><a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> - used in conditions for permission and validation rules.</li> <li><a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a> - used in conditions for actions, Create/Update actions for setting values and as parameters for various action types.</li> <li><a href="../../product.aspx?id=SmartImportPro">Smart Import Pro</a> - used in conditions and in Create/Update/Sync actions for setting values.</li> <li><a href="../../product.aspx?id=SmartPrintPro">Smart Print Pro</a> - used in conditions for selecting default print templates.</li> <li><a href="../../product.aspx?id=SmartIDPro">Smart ID Pro</a> - used in conditions for selecting ID template.</li> <li><a href="../../product.aspx?id=SmartAlertPro">Smart Alert Pro</a> - used in conditions for alerts.</li> <li><a href="../../product.aspx?id=AssociatedTasks">Associated Tasks Field</a> - used in Associated Items Summary field in conditions.</li> <li><a href="../../product.aspx?id=ColorField">Color Field</a> - used in Indicator column for specifying values.</li> </ul> You can see now how powerful this single function can be. It's a great tool for making your business systems even more intelligent. &nbsp;https://www.infowisesolutions.com/blog/automate-business-processes-with-$extract-functionVladi GublerTuesday, September 24, 2013https://www.infowisesolutions.com/blog/automate-business-processes-with-$extract-functionBarcodes and QR codes in Smart Print ProHi, <a href="../../product.aspx?id=SmartPrintPro">Smart Print Pro</a>, our powerful component for printing, PDF conversion and emailing of SharePoint items, has just got even better. You can now convert any text or numeric column to be printed as a barcode or QR code. Then&nbsp;your print-outs can be scanned and read by any standard barcode scanner! <img style="border: 1px solid black;" src="../../products/images/SmartPrintPro/barcode.png" alt="Barcode Print-out" width="639" height="314" /> Multiple different barcode encodings are supported and you can choose the one according to your precise requirements. You can also specify the size and whether or not to add the actual value as a label. Try and see how easy it is to print invoices, service request and everything else!https://www.infowisesolutions.com/blog/barcodes-and-qr-codes-in-smart-print-proVladi GublerFriday, September 20, 2013https://www.infowisesolutions.com/blog/barcodes-and-qr-codes-in-smart-print-proNew types of functions in Value PickerHello, NOTE: For more info on value picker, read documentation. Value Picker is used in many of our product to provide a convenient, powerful and error-free way of entering values for assignments, conditions and fields. For instance, you use it when you set conditions for tab/column permissions in <a href="../../product.aspx?id=SmartListPro" target="_blank" rel="noopener">Smart List Pro</a>, alerts in <a href="../../product.aspx?id=SmartAlertPro" target="_blank" rel="noopener">Smart Alert Pro</a> or actions in <a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a>. About 7 different products currently use this convenient component. It looks like a regular text field with an icon next to it. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/valuepicker_field.png" alt="Value Picker Field" width="267" height="31" /> You can type in the value or click on the icon and open up a pop-up to choose columns and functions. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/valuepicker_popup.png" alt="Value Picker Popup" width="465" height="471" /> The picker validates the entered value, making sure there are no grammatical errors and that the returned value is of the correct type. For instance, when entering a condition for a date/time column, the value must return a valid date/time. Your value can be made up of simple text, column value (just pick a column from the left side) and functions (on the right). There are many powerful functions to choose from, such as [Me] (returning the current user) or $Year([date column]) (returns the year part of the date value. You can even use simple arithmetics, such as [Amount]+100. <strong>SO WHAT'S NEW?</strong> The exciting news are that we are rolling out a whole bunch of new functions for you to employ. Let me just overview them all: <strong>$Year(DateTime)</strong><br />Returns the year (number) from a date column value. E.g. $Year([Created]) - returns the year an item was created. <strong>$Month(DateTime)</strong><br />Returns the month (number) from a date column value <strong>$Day(DateTime)</strong><br />Returns the day (number) from a date column value <strong>$Weekday(DateTime)</strong><br />Returns the weekday (text) from a date column value. E.g. returns Saturday (it will be in the language of your website). <strong>$Hour(DateTime)</strong><br />Returns the hour (number)&nbsp;from a date column value. The value will be in 24-hour format. <strong>$Minute(DateTime)</strong><br />Returns the minute (number) from a date column value. <strong>$WeekNumber(DateTime)</strong><br />Returns the number of the week in the year (1-52). The numbering starts according to the regional settings of the site. <strong>[Today]</strong><br />Returns today's date <strong>[Current User]</strong> or <strong>[Me]</strong><br />Returns current user for assignment or conditions, e.g. <em>Where Created by Equals [Me].</em> <strong>$Lookup(LookupField|DisplayField)</strong><br />Returns the value of a column from a list used in a lookup column in the current list. Consider the following: Leave Requests list uses a column Department, which is a lookup to Departments list and shows the values from its Title column. The Departments list also contains an another column, Abbr, which is used to store abbbreviated names of the departments (such as SL for Sales or MK for Marketing). $Lookup([Department]|[Abbr]) will return the abbreviated name of the currently selected department. This is very useful, for instance, for generating IDs or referencing manager names. <strong>$Extract(Text|Pattern)</strong><br />Extracts a portion of text according to a pattern. Your pattern can provide the required prefix and suffix surrounding the text you are looking for. For example, your&nbsp;Body column&nbsp;contains the contact name after the word "Contact:". $Extract([Body]|?Contact:^\r) will return the text from the word Contact: until the end of the line from anywhere within the column. It will ignore any HTML markup if present.<br />? - indicate that the prefix can be found anywhere within the text. When ? is not included, the prefix must be at the beginning of the text<br />Prefix - optional, any text immediately preceding the extracted value<br />^ - value to extract<br />Suffix - optional, any text immediated following the extracted value. When omitted, spaces, commas, periods and line breaks are considered the suffix. \r is the special character indicating that the suffix must be the line break (spaces, commas and periods are included in the extracted value). <strong>[List Title]</strong><br />Returns the name of the current list <strong>[Site Title]</strong><br />Returns the name of the current site <strong>[List URL]</strong><br />Returns URL of the current list <strong>[Site URL]</strong><br />Returns URL of the current site <strong>$Left(String|Length)</strong><br />Returns the specified number of character from the beginning of a literal or column value. You can include column names for both arguments or even use functions within functions. <strong>$Right(String|Length)</strong><br />Returns the specified number of character from the end of a literal or column value. You can include column names for both arguments or even use functions within functions. <strong>$Substring(String|Start|Length)</strong><br />Returns the specified number of character starting from the a specific position within a literal or column value. You can include column names for all three arguments or even use functions within functions. <strong>$Contains(String|String)</strong><br />Returns&nbsp;whether or not&nbsp;(yes/no) the second argument value is found anywhere within the first argument value. You can include column names for both arguments or even use functions within functions. <strong>$Find(String|String)</strong><br />Returns the position (number)&nbsp;of the second value within the first value. If the value is not found, -1 is returned. You can include column names for all three arguments or even use functions within functions. <strong>$GetValue(URL|ListName|ItemID|FieldName)</strong><br />Returns a field value from an arbitrary list<br />URL - optional, URL of the site. When omitted, current site is assumed, you must still include the pipe | character. In principal, you can provide URL of any site, assuming the user will have the necessary permissions to access it. Column values and functions are also permitted.<br />ListName - name of the list to query. Column values and functions are permitted.<br />ItemID - ID of the item to retrieve. Column values and functions returning a number are permitted.<br />FieldName&nbsp;- name of the column to get the value from. Column values and functions are permitted. <strong>$Text(DateTime/Number|Format)</strong><br />Convert datetime or number value to string according to the specified format string. The format strings are according to Microsoft .NET specifications, e.g. given a date column value, dd-MM-yyyy could return 01-01-2013 <strong>$AddDate(DateTime|Amount|Unit)</strong><br />Add/subtract value to a datetime value, e.g. $AddDate([Created]|10|day) will return the date 10 days after the Created date of the item. <strong>$If(Boolean|Expression|Expression)</strong><br />Returns either expression A or expression B result depending on the value of the boolean argument. All 3 parameters can be literal, column values or functions. For the boolean parameter you can even use comparison, such as [Amount]&gt;10 or [Approval]!=Approved. As you can see, the functions provide powerful capabilities for doing more with your SharePoint.https://www.infowisesolutions.com/blog/new-types-of-functions-in-value-pickerVladi GublerMonday, August 12, 2013https://www.infowisesolutions.com/blog/new-types-of-functions-in-value-pickerSynchronizing DB tables with SharePoint listsHello, <div class="Notify">Update: new feature in Smart Import Pro - you can now use a single Sync action to automatically create or update items in your list!</div> Today I'm going to show you how to easily synchronize any database table with a SharePoint list. We are going to achieve the following functionality: <ul> <li>DB and SharePoint columns are mapped according to our own logic (column names do not have to be the same)</li> <li>New items are automatically created in the list when they are added to the DB table</li> <li>Existing items are updated in the list when they are updated in the DB table</li> <li>BONUS! Changes in the list are updated in the DB table</li> </ul> We'll be using <a href="../../product.aspx?id=SmartImportPro">Smart Import Pro</a> to handle importing new and existing items from the DB to the list. Smart Import Pro is capable of importing emails, DB tables (any type of DB would work) and even web services. For sending updates back from the list to the database, we'll be using <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>, our most versatile component. It has the ability to run stored procedure in any DB with parameters coming from a SharePoint list item. To successfully synchronize a DB table, you would need it to have the following columns (the column names can be anything you want): <ul> <li>Unique identifier - any text/number field that is unique across all items in the list.</li> <li>Created Date - date/time column containing when the item was first created. This column value should not be subsequently changed.</li> <li>Modified Date - date/time column containing when the item was last modified. When the item is first created, its Created and Modified dates should be the same.</li> </ul> In the SharePoint list, you would need to store the DB unique identifier in any suitable column. It's advisable to make the column indexed to improve performance. You would also need to crate suitable columns to contain DB column values without losing the data types. You can always import any DB column into a SharePoint text column. Now let's create an import profile for our SharePoint list. <ul> <li>Go to <em>List Settings</em> of the list.</li> <li>Click on <em>Import settings.</em></li> <li>Give an easily identifiable name to your new profile.</li> <li>Specify the polling schedule, the import can be as frequent as every 15 minutes.</li> <li>Change the provider type to <em>Database</em>.</li> <li>Select the relevant database type.</li> <li>Enter a valid connection string, according to the database type and authentication mechanism</li> <li>Choose authentication type:</li> <ul> <li>Connection string - username/password are provided in the connection string.</li> <li>Service account - SharePoint Timer service account credentials are used.</li> <li>This account - enter username and password to be use for authentication. Username and password are going to be encrypted and stored within the profile.</li> </ul> <li>Click on <em>Connect</em> to display the available tables/views.</li> <li>Select the relevant table.</li> <li>Select update date column, it should be the Modified date in your DB table.</li> <li>You do not need to fill out File content and File name columns.</li> <li>You can now create your import action. We would need two import actions, one - to import new items, and the other - to update existing items.</li> <ul> <li>Select Create list item action type</li> <li>Enter an action name</li> <li>Map values to the SharePoint columns. You can use text, DB column names and functions. Use the value picker to generate valid expressions.</li> <li>Add a condition: Created Equals [Modified] to require both columns in the database item contain the same value, which means it's a new item, as only new values should be handled by the Create action.</li> <li>Save the action</li> <li>Select Update list item action type</li> <li>Enter an action name</li> <li>Map values to the SharePoint columns in the same way you did before.</li> <li>Add a condition: Create Not Equals [Modified] to only handle updated items.</li> <li>Under Item add a condition by mapping the unique identifier value stored in a SharePoint column to the relevant DB column. That will ensure that you are updating the correct SharePoint item.</li> <li>Save the action.</li> </ul> <li>Save the profile</li> </ul> We've know established a one-way synchronization from the database to SharePoint. If your solution requires two way synchronization, continue reading. You would need a stored procedure in your database that updates an item with the values it receives as parameters. Next, you need to create a Smart Action Pro action to run this stored procedure whenever a list item is updated. <ul> <li>Go to <em>List Settings</em> of&nbsp;your list.</li> <li>Click on<em> Actions settings.</em></li> <li>If no action column exists, create one, you can use the default name <em>Actions</em>.</li> <li>Under <em>Add/update action</em>, select action type <em>Run DB stored procedure.</em></li> <li>Uncheck <em>New</em> under <em>Run on events</em> leaving just <em>Edit</em>.</li> <li>Switch to <em>Action Settings</em> tab.</li> <li>Select the relevant database type</li> <li>Enter the connection string (the action will be performed under the application pool identity)</li> <li>Click Connect.</li> <li>Select the stored procedure.</li> <li>Map the procedure parameters to the column values and/or expressions. Make sure that your stored procedure accept the unique identifier as one of the parameters and uses that parameter to select a single item to be updated</li> <li>Save the action.</li> </ul> That's it, your two-way synchronization with an external database table is now established. Wait for up to 15 minutes <br />(depending on your polling schedule) for the list to be filled with the database items, start updating the items and see the changed reflected in both the database and in the list. &nbsp;https://www.infowisesolutions.com/blog/synchronizing-db-tables-with-sharepoint-listsVladi GublerThursday, July 25, 2013https://www.infowisesolutions.com/blog/synchronizing-db-tables-with-sharepoint-listsDeep Dive - asynchronous vs synchronous actions in Smart Action ProHello, Today I would like to talk about the different ways in which actions in <a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro </a>can be executed. There are 3 different types of triggers that would cause actions to run: <ol> <li>List events - triggered when items are added, modified, deleted, or, in the newer versions, checked-in/out, moved or attachments added/deleted.</li> <li>Timer - based on any date column within the item (e.g. "2 days before Due Date") or daily/weekly/monthly at a predefined hour.</li> <li>Manual - by clicking on the execution column, or, in SharePoint 2010/2013 ribbon/context menu button.</li> </ol> You can even combine #1 and #2, having the same actions both respond to events and run on timer. If you switch to the <em>Advanced Settings</em> tab of the action, you will notice that you can set an action to run synchronously. By default, actions run asynchronously; also, this setting only matters for event-based action, it does not change anything for timer-based or manual actions. To understand what this setting means, let's explore how SharePoint updates work. When you add/edit your list item and click on <em>Save</em>, there are two events being triggered, one before and one after the actual database update. The <em>Before</em> event (such as "ItemAdding") happens before anything is actually written to the database, you even have the ability to cancel the update at this stage. The <em>After</em> event (such as "ItemAdded") happens after the update, so there is no way of reverting the change at this point. When you set your action to run asynchronously (which is the default), it will continue running in the background even after the triggering form has closed (if it takes that long that is), it causes no visual delay to the user and is basically unnoticeable. So it's great for any long running operations, such as updating multiple items, creating sites or calling web services. Bear in mind though, that asynchronous action might still need to update the current item when done. Such update could be logging the execution result (which you can actually turn off, but it's on by default) or, if configured so, modify the current item. This second update can still be picked up by other actions set to respond to this event type, which could cause additional actions to run. You should plan your actions carefully not to cause unintended execution. Synchronous actions run differently. They will actually execute before the database is updated, so if the action takes a long time, the form could appear to be stuck. Don't plan any long-running action to execute synchronously, it's not a good idea. But there is a bright side to it: because the built-in update has not actually happened yet, we can piggyback on that update, injecting any&nbsp;updated column values&nbsp;we need right into this update, so no second, action-initiated&nbsp;update is needed. No secondary update, no problem with unintended execution. And, as an added bonus, you have the ability to cancel the update when your action fails and even show customized error message to the users. Imagine that your action update an external DB with the same data that goes into the list. If that external DB is for some reason unavailable, you would want to prevent creating the SharePoint item as well, to keep the two in synch. Another example would be resource booking, when you want to prevent double-booking (read more <a href="../comments.aspx?ArticleId=70">here</a> or download our <a href="../../template.aspx?id=RoomReservation">Room Reservation solution</a> that implements this approach). So as you see, there are multiple different options that give you precise control over how and when your actions get executed, adding to the power of Smart Action Pro, the indispensable tool&nbsp;for any SharePoint developer.https://www.infowisesolutions.com/blog/deep-dive---asynchronous-vs-synchronous-actions-in-smart-action-proVladi GublerThursday, July 11, 2013https://www.infowisesolutions.com/blog/deep-dive---asynchronous-vs-synchronous-actions-in-smart-action-proMulti-column forms in SharePoint using Smart List ProHello, In the latest version of <a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> we've added several new features to help you customize SharePoint list forms far beyond what is possible out-of-the-box, while still avoiding using SharePoint Designer or InfoPath forms, thus keeping the forms easily maintainable without any tools. In the past we've already introduced such features as tabbed interface, user-defined tab theming, tab descriptions, customizable column description and title location, blank rows and section titles. In the latest version we are also adding the capability of arranging your list columns in up to 3 layout columns. The&nbsp;screen capture illustrates the extent to which you can customize your forms. In this example, the columns are arranged in two tabs, while each tab contains two layout columns. The list columns are then automatically arranged accordingly, with the column titles placed above the data entry controls. The column descriptions are also kept out of sight and can be opened clicking on the help icon next to the column title. &nbsp; <img title="Multi-colunn form" src="../../products/images/SmartListPro/multicolumn_new.png" alt="" width="600" height="552" /> Now it's easier for the users to fill out their data, maximizing the screen space and minimizing scrolling and the best thing - all of the configuration is done directly in List Settings, using just your browser.https://www.infowisesolutions.com/blog/multi-column-forms-in-sharepoint-using-smart-list-proVladi GublerFriday, July 5, 2013https://www.infowisesolutions.com/blog/multi-column-forms-in-sharepoint-using-smart-list-proNew Registration Module versionHello, We've started rolling out the new version of our Registration Module (InfowiseTrialHelper.wsp). It's bundled with our products and installed/upgraded automatically whenever you install any of our products or solutions. The new version introduces a number of new features, such as improved monitoring of annual support expiration, built-in trial extension capabilities, site and site collection scoped keys and much more. We've changed our licensing agreement. We now require a valid Annual Support plan for any mojor and minor version upgrades. If your license is without support or the annual support has expired and has not been renewed, you will only be able to upgrade to versions within the same minor version range (1.0.0 to 1.0.1 or 1.0.2). You will not be able to upgrade to any new major or minor versions (1.1.0 or 2.0.0), in fact, the installer will halt the installation process if unlicensed upgrade is detected. We've changed the format of our license keys as well, although your older keys will continue working as well. The new keys are more secure and contain more information regarding the type and extent of license you possess, so it becomes easier to manage your licenses.https://www.infowisesolutions.com/blog/new-registration-module-versionVladi GublerMonday, June 17, 2013https://www.infowisesolutions.com/blog/new-registration-module-versionBatch check-in of SharePoint documentsHello, Today I'm going to show you how easy it is to set up automatic document check-in process in SharePoint using <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>. We are going to be automatically checking in documents that have been left checked-out for more than a month. I'm going to be adding two actions to our document library. The first one basically duplicates the built-in ribbon button and allows checking in selected documents on demand. Now the second one is where the real magic lies. This action is going to be monitoring our document library and automatically checking in document that were last modified a month ago and are still checked out. <strong>Action #1</strong> Create <em>Update list items </em>action and call it Check-in. In the Advanced settings make the action Show as a column and add it to context menus (it also adds it to ribbons): <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ci-1.png" alt="Check-in advanced settings" width="633" height="153" /> In the Action Settings, set the Check-in column value to Yes, you can also specify a value for check-in comments <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ci-2.png" alt="Check-in action settings" width="611" height="307" /> In the Conditions require the document to be checked out for the action to run: <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ci-3.png" alt="Check-in conditions" width="624" height="112" /> Save the action. Now you can check-in documents on demand, without popping up the confirmation window. &nbsp; Action #2 This is our timer action. It's actually almost identical to the first one, except for the Advanced settings, which do not need to be set (we do not want it to be shown as a column). And in the General settings we need to specify our timer configuration: <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/ci-4.png" alt="Auto check-in" width="597" height="342" /> The important thing to note here is the <em>Run on events</em> section. Uncheck New and Edit and check Timer-based, specify how long after the Modified date you want the action to run. Set the Action Settings and Conditions in the same way as shown above, save the action and you are done! Enjoy! &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/batch-check-in-of-sharepoint-documentsVladi GublerFriday, May 10, 2013https://www.infowisesolutions.com/blog/batch-check-in-of-sharepoint-documentsView grouped by custom field blank in SharePoint 2013Hello, One of our customers ran into this issue after upgrading from 2010 to 2013. One of the list views was grouped by our <a href="../../product.aspx?id=ConnectedFields2007" target="_blank" rel="noopener">Connected Field</a>, a custom lookup field. In 2013, the view is completely blank, to columns, not data, just a white page. Turns out it's another one of (numerous) bugs in the view client-side rendering feature in 2013. By simply switching back to server-side rendering mode, you can fix it in a second <ol> <li>Click on the gear icon in the top-right corner to open the Site Actions menu</li> <li>Click on Edit Page</li> <li>You can know see the list view web part</li> <li>In the web part context menu, choose Edit Web Part</li> <li>In the toolpane, expand the Miscellaneous section</li> <li>Check Server Render</li> <li>Save settings</li> <li>Click on Stop Editing in the left corner of the ribbon</li> </ol> Voila, the view works again! Just hope it gets fixes in one of the next patches.https://www.infowisesolutions.com/blog/view-grouped-by-custom-field-blank-in-sharepoint-2013Vladi GublerThursday, May 2, 2013https://www.infowisesolutions.com/blog/view-grouped-by-custom-field-blank-in-sharepoint-2013Integrating SharePoint with external database applicationHello, In this post I'm going to show you how easy it can be to integrate an external application (using any kind of database or even just web services) with SharePoint lists, linking, exporting and importing data to and from a non-SharePoint application. My demo illustrates the following capabilities: <ul> <li>Link an external item to SharePoint - we'll be selecting a customer from an external database table and entering sales data for that customer in a SharePoint list</li> <li>Exporting data to external DB item - we will then update the SQL table with the amount of the last sale</li> <li>Importing data back into SharePoint - changes made to the SQL table are imported into a log list located in SharePoint</li> </ul> I'll be using a SharePoint Foundation site with two custom lists: Sales and Imported Sales. I'll be also using a table in an external MS SQL database called Clients (contains: ClientID (int), Client Name (nvarchar), Phone (nvarchar), Email (nvarchar), LastSale (currency), LastUpdate (datetime)). <strong>Link External Item</strong> We'll be using <a href="../../product.aspx?id=LOBItemLinkField" target="_blank" rel="noopener">LOB Item Link Field</a>, it looks more or less like a lookup column, but gets its data from an external source: MS SQL, Oracle, MySQL, web services and so on. We are adding a column of this type to our Sales list, we also add Amount (currency column). The settings for the LOB Item Link Field are as follows: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/lob_1.png" alt="LOB Field" width="493" height="337" /> We are basically providing the connection string and selecting a table and its column. We also chose to place each column into a separate SharePoint column (the additional columns are generated automatically). That's it, now when you go to register a new sale, we can select a client from the DB: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/lob_2.png" alt="LOB" width="600" height="436" /> Once saved, the values go right into SharePoint's columns: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/lob_3.png" alt="" width="586" height="106" /> &nbsp; <strong>Export to External DB</strong> Once the item is saved, it's going to update the DB item with the latest sale amount. We use <a href="../../product.aspx?id=SmartActionPro" target="_blank" rel="noopener">Smart Action Pro</a> to execute a stored procedure in the SQL database to update the table row. The stored procedure accept SharePoint column values as parameters: <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/lob_4.png" alt="Action settings" width="600" height="303" /> The actions runs automatically, whenever we add a new item to the Sales list. The stored procedure updates both the LastSale and LastUpdate columns: <span style="color: #3366ff;">Update Clients SET LastSale=@LastSale, LastUpdate=GETDATE() WHERE ClientID=@ClientID</span> Our sale amount is now registered in the SQL table. &nbsp; <strong>Import into SharePoint</strong> Our next goal is import the latest changes to the Clients table into Imported Sales list in SharePoint, demonstrating the ability to automatically import data. We'll be using <a href="../../product.aspx?id=SmartImportPro" target="_blank" rel="noopener">Smart Import Pro</a>, our component that can import emails, DB or web service items into SharePoint. A great advantages of this product compared to the alternatives (such as email-enabled lists in SharePoint) are that it can import into any type of list or document library and it can not only create new items, but also update existing items, based on the new data. We'll set up an import profile. It will run every 15 minutes and import latest changes in our Clients table into Imported Sales list. That's why we needed LastUpdate column in our SQL table, we'll be using it to figure out which items have been updated. <img style="border: 1px solid #ccc;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/lob_5.png" alt="Import" width="600" height="650" /> We've completed the whole cycle of updates now, we have information coming to SharePoints, updates pushed back into SQL DB and come back to SharePoint, without any custom development!https://www.infowisesolutions.com/blog/integrating-sharepoint-with-external-database-applicationVladi GublerThursday, April 25, 2013https://www.infowisesolutions.com/blog/integrating-sharepoint-with-external-database-applicationSet approval and check-in/out using Smart Action ProHello, You can now set approval status and check-out status programmatically using <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>, as part of your business process automation. Using <em>Update list item</em> and <em>Create list item</em> action types, you can set the values of the special pseudo-columns: <ul> <li>Approved - yes/no. Sets the approval status to either Approved (yes) or Rejected (no)</li> <li>Check-in (in document libraries only)&nbsp;- yes/no. Sets the check-in status to either Checked-in (yes) or Checked-out (no)</li> </ul> Yes/no value allows for a wide variety of possible&nbsp;inputs, for instance, in English, you can use words such as <em>yes</em>, <em>true</em>, <em>ok</em>, <em>approve</em>, <em>affirmative</em> and so on. The built-in support for French, German and Spanish provides similar terms. You can also map to any yes/no column by either selecting it in the value builder or simply typing in column name surrounded by square brackets (e.g. [Approve Order]). The Update list items action can update multiple items (based on filter), located in any list of the current site collection. As with any action, it can be executed in response to events (such as items added, modified or deleted), based on timer (such as approve automatically items one week after creation) or manually, using execution columns, context menus or ribbon button (the latter two are not available in SharePoint 2007). You can also set approval and check-in comments by setting textual values or expressions to the relevant fields. The current approval status can also be used in conditions and filter, in this case it expects a status name in the local language of the site, such as Approved, Rejected or Pending. For instance, you can use it to send notifications to item supervisors if an item has not be approved within the predefined time period. For the similar purpose with check-in stauts use <em>Check Out To</em> field (which holds the user to whom the document is current checked out), for instance, check that <em>Check Out To</em> field Equals blank value to make sure the document is not currently checked out. These new capabilities give you even more power and control to successfully transform your SharePoint server into a real application development platform.https://www.infowisesolutions.com/blog/set-approval-and-check-iniwfslout-using-smart-action-proVladi GublerTuesday, April 16, 2013https://www.infowisesolutions.com/blog/set-approval-and-check-iniwfslout-using-smart-action-proIn depth - calculate summary of related itemsHi, <a href="../../product.aspx?id=AssociatedTasks">Associated Tasks Field</a> is a great help when you want to use your SharePoint as an application development platform. Simply put: it makes SharePoint relational. You can create related tasks, items or documents directly from the parent item, which can then be viewed, monitored or updated from any Display or&nbsp;Edit form of the parent item&nbsp;and any list view of the parent item's list. You can easily manage tasks related to your project, add repeating sections to your forms or upload and assign documents to your RFPs. You can manage your related items in two ways: <ol> <li>Simply create a lookup column in the child list, pointing to the parent list. It will filled out automatically and used to manage the relationship</li> <li>Use one of the provided Associated content types. By using a set of hidden relationship columns, the connection is created and maintained in a completely transparent fashion. The advantages of this method include the ability to create multiple different Associated Items columns in the same list (think separate corrective and preventive actions) and also the ability to create related items for a parent item that is still in the middle of its creation process (such as add line items to an invoice that hasn't been saved yet).</li> </ol> Associated Items Summary field type works together with the Associated Items field to calculated summaries based on the related items: <ul> <li>Count the number on related items (e.g. how many lines are in the current invoice or how many tasks belong to the current project)</li> <li>Calculate sum, average or even standard deviation of any number/currency column in the related items (such as, invoice total or average support ticket handling time per client).</li> <li>Concatenate text values into one, separated by commas.</li> </ul> The value is calculated automatically, updated each time related items are added, modified or deleted and is stored within the parent item itself. Example of settings: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/atf_summary_settings.png" alt="Settings" width="588" height="208" /> You can even calculated summary of only specific child items using filters, such as the number of open tasks (count tasks where Status does not equal Completed). And using <a href="../../product.aspx?id=SmartListPro">Smart List Pro</a> validation rules, you can use these values in input validations, such as prevent a project from being closed when there are still open tasks.https://www.infowisesolutions.com/blog/in-depth---calculate-summary-of-related-itemsVladi GublerTuesday, April 16, 2013https://www.infowisesolutions.com/blog/in-depth---calculate-summary-of-related-itemsAssign documents to any project, task or eventHello, In many cases we need to assign new or existing documents to the list items we are currently working on, be it project, task or event. Generally, we use the handy Attachments feature built-in into SharePoint. But what if the document&nbsp;is already stored in one of the document libraries and you do not want to create a copy? Or you need to have the complete set of metadata, permissions or version management, it's just not available with attachments. <a href="../../product.aspx?id=DocumentLinkField">Document Link Field</a> is a useful SharePoint column type that can really help here. You can use it to select and link multiple documents to the current item or even upload new documents into a library of your choosing. The latest version even allows you to dynamically determine the source (or target) library, by selecting or filling out another column in your list item. For instance, your documents are stored in three document libraries: Sales, Finance and Research. By selecting a choice field Department, containing the same 3 vlaues, you open the file picker of <a href="../../product.aspx?id=DocumentLinkField">Document Link Field </a>directly inside the relevant library. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dlf1.png" alt="Source select" width="600" height="431" /> &nbsp; Here we select the library, next, when we click on Add Link, the picker opens the correct library <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dlf2.png" alt="Picker" width="600" height="540" /> Select a document and click OK: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dlf3.png" alt="Item" width="600" height="433" /> Save the items, you can see your item and its document links directly in the list view: <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/dlf4.png" alt="List view" width="600" height="114" />https://www.infowisesolutions.com/blog/assign-documents-to-any-project,-task-or-eventVladi GublerWednesday, April 10, 2013https://www.infowisesolutions.com/blog/assign-documents-to-any-project,-task-or-eventRun actions from ribbons and context menusHello, We are pleased to announced that a new feature has been added to <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>. Until now you were able to run actions in response to events (such as item being updated), based on timer (such as one year after item being created) or by clicking on an execution&nbsp;column. Now, you can also do it by using context menus and ribbons. When you set your action to be viewed as a column (under Advanced settings), a new execution column is added to your list. Clicking this column executes the action. But sometimes you do not wish to display this column in a view or want to execute the same action on more than one list item at a time. This is when it's useful to have the action trigger in more than one place. By specifying that you also wish to display the action in the context menu (and you will see this checkbox once you select the <em>Execution</em> type as <em>View as column</em>), the action is added in 4 places: <ul> <li>Context menu (the pop-up menu you open in views)</li> <li>Items/documents ribbon (applies to selected view items)</li> <li>Item/document display and edit forms ribbons</li> </ul> Let's see some examples (based on our actual internal CRM system developed using our products). <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/CustomActionTicketsContext.png" alt="Context menu" width="600" height="343" /> Here you can see 3 actions in the context menu. They are used to sign the user up for our newsletter, engaging the ticket (settings is <em>Assigned to</em> field to the current user and setting the S<em>tatus</em> to <em>Engaged</em>) and closing the ticket (setting the <em>Status</em> to <em>Completed</em>). <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/CustomActionTicketsForm.png" alt="Form" width="600" height="445" /> The same 3 actions are also available in display and edit forms. <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/CustomActionTickets.png" alt="View" width="595" height="353" /> By selecting one or more tickets in any view (using the checkboxes on the left), you can run the action on all of them at once, for instance, assigning multiple tickets to yourself. &nbsp; Note: the new feature is only available in SharePoint 2010 or 2013.https://www.infowisesolutions.com/blog/run-actions-from-ribbons-and-context-menusVladi GublerSunday, March 31, 2013https://www.infowisesolutions.com/blog/run-actions-from-ribbons-and-context-menusCase Study - Technical Assurance delivers business solution based on Infowise Ultimate FormsHello, We have just released our latest case study that illustrates how Technical Assurance, a leading facilities management vendor, has leveraged our Ultimate Forms to deliver a powerful SharePoint-based enterprise application to their customers, including Penn State University, with an outstanding user experience on time and at a low development cost. <br />Technical Assurance, Inc. has over 20 years of experience in working with large organizations to improve the management and maintenance of their external structure (&ldquo;envelope&rdquo;) of their buildings and other facilities to extend their useful life by proactively preventing damage, minimizing expenditure, and maximizing ROI. By analyzing the current state of the building envelopes and calculating the most cost-effective maintenance, repair and replacement plan, Technical Assurance helps their customers maximize their real estate investments. <br />Such a data-intensive process required an advanced information system to support it. After spending a long time considering expensive and rigid 3rd party solutions and development options, Technical Assurance chose the Microsoft SharePoint platform to deliver their solution. Technical Assurance then chose Infowise Solutions to fill the gaps between what SharePoint offered and the customer needed and used <a href="../../uf.aspx" target="_blank" rel="noopener">Ultimate Forms</a> to deliver the essential user experience and functionality required for this critical business system. <br />Today, Technical Assurance is offering a complete asset management service delivery solution with their ON-PNT product to coordinate their internal business processes with their external service delivery to their customers, which has given them a competitive advantage in the market place and helps them to close business with greater velocity. The complete case study is <a href="https://storage.infowisesolutions.com/casestudies/Infowise%20Case%20Study%20-%20Technical%20Assurance%20Penn%20State.pdf">available here</a>.https://www.infowisesolutions.com/blog/case-study---technical-assurance-delivers-business-solution-based-on-infowise-ultimate-formsVladi GublerThursday, February 28, 2013https://www.infowisesolutions.com/blog/case-study---technical-assurance-delivers-business-solution-based-on-infowise-ultimate-formsNew features in Smart Action ProHello, We are happy to announce that the latest release of Smart Action Pro includes these new capabilities: <ul> <li>Folders - you can now use list/doc lib folders in your actions:</li> <ol> <li>Create items in folders - specify folder ID or URL in <em>Create list item</em> action</li> <li>Use current item's folder name, URL or ID in conditions (e.g. run the action only if the item is within a certain folder)</li> <li>Use folder name, URL or ID in filters (e.g. update all items located in a specific folder)</li> <li>Create new folders</li> </ol> <li>Tighter integration with <a href="../../product.aspx?id=AssociatedTasks" target="_blank" rel="noopener">Associated Tasks Field</a>:</li> <ol> <li>Create associated items and link them to the current item</li> <li>Update/delete all items associated with the current item</li> <li>Get column value of the parent item</li> </ol> </ul> &nbsp; Let's look at some examples: <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/SmActPro_Condition.png" alt="Condition" width="600" height="101" /> The action will be executed only for items not located inside folders. &nbsp; <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/SmActPro_NewFolder.png" alt="Create folder" width="600" height="161" /> Create new folder using <em>Create list item</em> action. &nbsp; <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/SmActPro_UpdateItemsInFolder.png" alt="Update items in folder" width="600" height="226" /> Update items located in a specific folder. &nbsp; <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/SmActPro_NewSubitem.png" alt="Create asociated item" width="600" height="162" /> Create associated item connected to Associated Items column named <em>ATF</em>. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/new-features-in-smart-action-proVladi GublerWednesday, February 27, 2013https://www.infowisesolutions.com/blog/new-features-in-smart-action-proEnforce status progression through column validationHello, We received this question from a client and wanted to share the answer with all of you, as many SharePoint users could find it useful. The customer wanted to set up validation rules on a task list&nbsp;using <a href="../../product.aspx?id=SmartListPro">Smart List Pro </a>in such as way, that users would be allowed to change the task status only in a specific order: <ul> <li>Not Started</li> <li>In Progress</li> <li>Completed</li> </ul> So, for instance, a task that is not started cannot be change to <em>Completed</em> without first going through <em>In Progress</em> stage. To do so, we would need to store the previous value of the status column. This value, hidden from users, will be filled out automatically and used by our validation rules. We will need to install both <em>Smart List Pro</em> and <a href="../../product.aspx?id=SmartIDPro">Smart ID Pro </a>for this to work. <ul> <li>Add <em>Old Status</em> column to the list (it can be simple single line of text). Do not add it to the default view.</li> <li>Using <em>Advanced column permissions</em>, set the column to be hidden in all forms, users do not need to see it.</li> <li>Using <em>Smart ID Pro</em> set a rule to set <em>Old Status</em> column to the value of <em>Status</em> column</li> </ul> <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/stprog-id.png" alt="ID settings" width="596" height="428" /> Now we are ready to set up our validation rules. <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/stprog-validation.png" alt="Validation Rules" width="600" height="432" /> Number of rules is according to the number of status options, 3 in this case. For instance, rule #1 checks that the status value does not equal <em>Completed</em> when <em>Old Status</em> (the value of <em>Status</em> prior to attempted change) is equal to <em>Not Started</em>. This makes sure you cannot change from <em>Not Started</em> directly to <em>Completed</em>. The other two rules work in the similar way. The second rule makes sure you cannot change from In Progress back to <em>Not Started</em>. The third rule makes sure you cannot change <em>Completed</em> status to anything else. You can also add rules to exempt your administrator, so you will have&nbsp;the ability to still change the values if a mistake was made. This is not shown here, but can be added just as easily. When a user attempt to make an illegal change, he/she is blocked and the error message is shown: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/stprog-error.png" alt="Validation Error" width="641" height="89" /> &nbsp;https://www.infowisesolutions.com/blog/enforce-status-progression-through-column-validationVladi GublerThursday, February 14, 2013https://www.infowisesolutions.com/blog/enforce-status-progression-through-column-validationCreate many-to-many relationships between listsHello, Relationships between entities are the basis of any information system. Your customers relate to your products and your projects relate to your tasks. Unfortunately, it is not always easy to set up and use relationships in SharePoint, especially when trying to implement more advanced types of relationships, such as many-to-many. Actually, it's quite easy, once you have the right tools. <a href="../../product.aspx?id=AssociatedTasks">Associated Tasks field </a>helps you do just that: easily set up and navigate relationships between multiple different lists, turning your SharePoint into a real application platform. In our example, we will set up a many-to-many relationship between our customers and our products via support calls: both customers and products&nbsp;can have many support calls. And Using Associated Tasks field, the support calls are easy to create, view and navigate directly from either products or customers. We will need to set up 3 lists (each can be of any type, the types below are just what we used): <ul> <li>Customers - contacts list</li> <li>Products - custom list</li> <li>Support Calls - custom list</li> </ul> In Support Calls add two lookup columns, one for products and another for customer, make both required. <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/m2m-Support%20Calls.png" alt="Support Calls" width="544" height="351" /> We also set up two additional views, one called Customer Lookup, containing Title and Product columns, the other - Product lookup, containing Title and Customer columns. We will use these view for the Associated Items columns we are about to set up. &nbsp; In Customers, add Associated Items column, pointing to Support Calls list. Actually, all you need to configure is the view (Customer Lookup as explained above) and the option to add new items in Display form, so we can add new support calls directly from the display form of the customer, without having to edit it first. <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/m2m-Customers-field.png" alt="Associated Tasks Field settings" width="336" height="310" /> Do the same for Products list, but select Product Lookup view instead. You are done, open a product in the display form and add some support calls pointing to some customers. You will see the product lookup field in the entry form, you do not have to select the product name again, it will be filled in automatically, don't worry. You can also add support calls from the Customers list, in the same exact fashion. Once you are done adding some support calls, you can view them directly both Products and Customers list, giving you a great drill-down capability. Note here both Wooden frame and Hinge products have their support calls subview expanded by user. &nbsp; <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/m2m-Products-view.png" alt="Product View" width="351" height="492" /> Note: the screenshots are from SharePoint 2013, but the same product works for 2007 and 2010 just the same.https://www.infowisesolutions.com/blog/create-many-to-many-relationships-between-listsVladi GublerThursday, February 14, 2013https://www.infowisesolutions.com/blog/create-many-to-many-relationships-between-listsSetting up multiple cascading lookup levelsHello, In this blog entry I'm going to show you how easy it is to set but multiple levels of cascading lookup field using our <a href="../../product.aspx?id=ConnectedFields2007">Connected Field</a>. In our example, we will set up list of sales, where each sales figure is assigned to country, state and city. Selecting a country filters the available states and selecting a state filters the available cities. <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup-sample.png" alt="Example" width="577" height="430" /> &nbsp; First, lets create our Contries, States and Cities lists. For all lists we are going to be using the versatile Custom list type. <ol> <li>Countries - simply create a new list, no need to add any columns.</li> <li>States - create a new list, then add a lookup column pointing to Countries. You can use the built-in lookup column or our Connected Field, which comes with additional functionality, such as in-line adding of new lookup value. So when you are adding a state and just remembered you forgot to add the country, you can do it directly, without having to switch lists. Make sure <em>Link to parent</em> checkbox is unchecked, as this is a stand-alone lookup.<br /><br /><img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup1.png" alt="States" width="423" height="177" /></li> <li>Cities - create a&nbsp;list. Add regular lookup or Connected Field&nbsp;(without <em>Link to parent</em>)&nbsp;pointing to Countries. Then add Connected Field pointing to States list. Leave Link to parent checked, the field should pre-select Country as the parent field.<br /><br /><img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup2.png" alt="Cities" width="521" height="201" /><br /><br />State column settings:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup3.png" alt="State column settings" width="271" height="354" /></li> <li>Sales - create a list. Add regular lookup or Connected Field&nbsp;(without <em>Link to parent</em>)&nbsp;pointing to Countries.&nbsp;Next add Connected Field pointing to States list. Leave Link to parent checked, the field should pre-select Country as the parent field. then add Connected Field pointing to Cities list. Leave Link to parent checked, switch the parent field to be State. Add a currency field for sales amount.<br /><br /><img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup4.png" alt="Cities" width="484" height="256" /><br /><br />City column settings:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/multilookup5.png" alt="City column settings" width="260" height="311" /></li> </ol> That's it, add some data to your lists. Now when you create a new sales entry, you can see the cascading functionality in action!https://www.infowisesolutions.com/blog/setting-up-multiple-cascading-lookup-levelsVladi GublerThursday, February 7, 2013https://www.infowisesolutions.com/blog/setting-up-multiple-cascading-lookup-levelsClean up orphaned associated itemsHello, Our <a href="../../product.aspx?id=AssociatedTasks">Associated Tasks Field </a>allows you to create related items for any item, directly from within the parent item itself. For instance, create tasks for a support ticket while editing the ticket. You can even create new related items from the New form of the parent item, even before saving the parent item. What happens when you decide not to save the parent item, after having created several related items? Well, as they are separate items located in their own list, they are still preserved and become orphans. How can you clean up these orphaned items? It's actually very easy using <a href="../../product.aspx?id=SmartActionPro">Smart Action Pro</a>. By simply creating a timer-based <em>Delete List Items</em> action, you can identify and delete the orphans automatically. Create the following action in the related list:&nbsp; <strong>General Settings</strong> &ndash; create a new <em>Delete List Items</em> action and set it to run 2 hours after creating the item (gives the user enough time to save the parent or cancel):&nbsp;&nbsp; <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/cleanup1.png" alt="General Settings" width="600" height="308" /> <strong>Action settings</strong> &ndash; delete the current item (item with ID field equal to the current item's ID) <img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/cleanup2.png" alt="Action Settings" width="600" height="197" /> <strong>Conditions</strong> &ndash; compares current item ID to itself minus the ID of the parent item. When the&nbsp;parent item does not exist, it equals to zero and condition is passed, otherwise it&rsquo;s a positive number, condition fails and item is not deleted.<img style="border: 1px solid black; vertical-align: middle;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/cleanup3.png" alt="Conditions" width="600" height="122" /> This is it, save the action and it's ready to work. 2 hours after creating a new related item, the action is executed. If the parent item cannot be found, the item is deleted automatically, cleaning up your system. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/clean-up-orphaned-associated-itemsVladi GublerThursday, February 7, 2013https://www.infowisesolutions.com/blog/clean-up-orphaned-associated-itemsCreate a process with dynamic approvers using Ultimate Forms<a title="Ultimate Forms" href="../../uf.aspx" target="_blank" rel="noopener">Ultimate Forms</a> supports two types of approval processes. The first is static approvals, which means that each stage of the process has its own specific approver or approvers. A good example for that is our <a title="Vehicle Reservation System" href="../../template.aspx?id=VehicleReservation">Vehicle Reservation System</a>&nbsp;which has three stages &ndash; User Request, Manager Approval and Vehicle Supervisor. Although the user could be anyone, the Manager and the Vehicle Supervisor are strict and do not change according to the user who places the request. The second type is dynamic approvers, which means that each stage can have different approvers according to rules and the entire approval route is changed according to selections. Good example for that is our <a title="HR Recruitment " href="../../template.aspx?id=HRRecruitment" target="_blank" rel="noopener">HR Recruitment Process System</a>&nbsp;which has five stages, each stage can have a different approver according to the association of the candidate. For example, if the HR recruiter associated the candidate to the Customer Service department then the approver should be the customer service manager, but if the HR recruiter associated the candidate to a different department, than the approver should be the person who runs that department and so on. In our demo we will show how to create a simple process with dynamic approvers. This demo will be based on the existing <a title="Purchase Request System" href="Comments.aspx?ArticleId=85" target="_blank" rel="noopener">Purchase Request system</a>, <br />We will do some simple modifications to make it work with dynamic approvers. The demo we will have three lists: <ol> <li>Purchase Requests - this is where the users will place the purchase requests and the approvers will approve those requests</li> <li>Approval Tasks - will hold the tasks for each purchase request.</li> <li>Departments &ndash; will hold the mapping between the department and the approver/approvers.</li> </ol> The following steps will ensure you have the lists you need: <ol> <li>First you would need to create the system (lists, columns and more) exactly as described in the following article - <a href="Comments.aspx?ArticleId=85">https://www.infowisesolutions.com/blog/Comments.aspx?ArticleId=85</a></li> <li>Create the <em>Departments&nbsp;</em>list from a custom list template <ol> <li>Change the Title column name to <em>Department Name</em>.</li> <li>Add a new column and call it <em>Purchase Requests Approvers</em>, change the column type to<em> Person or Group </em>and save the column.</li> <li>Add items with your departments and approvers.</li> </ol> </li> <li>Add a new column to the <em>Purchase Requests </em>list and call it <em>Department, </em>change the column type to Lookup and point it to the <em>Department Name</em><em>&nbsp;</em>column in the<em> Departments </em>list<em>. </em>Mark it as required.</li> <li>On the <em>Purchase Requests&nbsp;</em>list <ol> <li>Open the <em>Tabs and Tab Permissions page</em>, under list settings.</li> <li>Click on the <em>Request</em> tab and add the <em>Department</em> column to the tab (by double clicking on the column in list).</li> <li>Change the department column order to 3.</li> <li>Click on the <em>Save</em> button on the bottom of the page.<br /><img title="Requester Tab Settings" src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SLP_Request_Tab_Settings.PNG" alt="Requester Tab Settings" width="597" height="374" /></li> </ol> </li> <li>On the <em>Purchase Requests&nbsp;</em>list <ol> <li>Open the <em>Tabs and Tab Permissions</em> page, under list settings.</li> <li>Click on the <em>Approval </em>tab.</li> <li>Click edit on the <em>Write</em> rule, under the <em>Current permission rules</em>.</li> <li>Next to the <em>For users\groups: </em>field, choose <em>Column</em> in the dropdown.</li> <li>On the dropdown next to it, choose <em>Department</em>.</li> <li>On the Dropdown underneath, choose <em>Purchase Request Approvers.</em></li> <li>Click on the Update button.</li> <li>Click on the <em>Save</em> button on the bottom of the page.<br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SLP_Approver_Tab_Settings.PNG" alt="Approver Tab settings" width="600" height="367" /></li> </ol> </li> <li>On the <em>Purchase Requests&nbsp;</em>list <ol> <li>Open the <em>Actions settings</em> page, under list settings.</li> <li>Create a new action by expanding the <em>Add/Update Action.</em></li> <li>Change the action type to <em>Send e-mail</em>.</li> <li>Change the name to <em>Send e-mail to approver</em>.</li> <li>Uncheck the <em>Edit</em> checkbox.<br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SAP_Approver_Notification_General_Settings.PNG" alt="Action Settings -&gt; General Settings" width="602" height="300" /></li> <li>Click on the <em>Advanced Settings </em>tab<em>.</em></li> <li>Check the <em>Always runs, but remains invisible to users</em> checkbox.<br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SAP_Approver_Notification_Advances_Settings.PNG" alt="Action Settings - Advanced Settings" width="598" height="369" /></li> <li>Click on <em>Action Settings </em>tab.</li> <li>On the&nbsp;<em>To: </em>field click on the right dropdown (and not the left people picker) and choose <em>Department</em> .</li> <li>On the dropdown underneath, choose <em>Purchase Request Approvers.</em></li> <li>On the <em>Subject</em> field, write down the following - <em>Purchase Request System - You have a new request to approve</em>.</li> <li>On the <em>Body Field</em>, add the following HTML text:<br /> &lt;div style="font-size:12px;font-family:Arial;" &gt;<br />Hello,<br />&lt;br /&gt;&lt;br /&gt;<br />There is a new purchase request wating for your approval.<br />&lt;br /&gt;<br />&lt;br /&gt;<br />&lt;b&gt;To review this purchase request please press<br />&lt;a href="[Site URL]/Lists/[List Title]/EditForm.aspx?ID=[ID]&amp;Source=[List URL]&amp;iwtabID=1"&gt;<br />here&lt;/a&gt;<br />&lt;/b&gt;<br />&lt;/div&gt; <br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SAP_Approver_Notification_Action_Settings.PNG" alt="Action Settings" width="598" height="312" /></li> <li>Click on the <em>Conditions tab</em>.</li> <li>Add the following conditions with the AND operator between them: <ol> <li>Column Name<em>: Requested Item, </em>When: <em>After Change</em>; Operator: <em>Not Equals</em>, Value: Leave Empty.</li> <li>Column Name<em>: Department, </em>When: <em>After Change</em>; Operator: <em>Not Equals</em>, Value: Leave Empty.<br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_SAP_Approver_Notification_Conditions.PNG" alt="Action Settings -&gt; Conditions" width="598" height="281" /></li> </ol> </li> <li>Click on save.</li> </ol> </li> </ol> Now the system should be up and running. Let&rsquo;s see an example of how it should work. <ol> <li>Log-in with a requester user.</li> <li>Create a new request by adding a new item to the <em>Purchase Requests</em> list.<br /><img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_Requester_Tab_OWA.PNG" alt="Requester Form" width="596" height="425" /></li> <li>Fill out all the columns and click save</li> <li>Go to the approver&rsquo;s email, in our case it would be the approver of the procurement department, the approver has link to review the request &nbsp;directly from the email.<br /> <img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_Approver_Email_Notification_OWA.PNG" alt="Approver Email Notification" width="512" height="285" /></li> <li>Alternately, the approver can click edit on the request and will be directed straight to the Approve tab.<br />Don&rsquo;t remember to log-in with the approver credentials first.<br />&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/ethanbach/MA_Approver_Tab_OWA.PNG" alt="Approver Form" width="600" height="505" /></li> <li>The approver can approve or reject the request.</li> </ol> You now have a simple purchase request application which supports dynamic approvers! Powered by <a title="Ultimate Forms" href="../../uf.aspx" target="_blank" rel="noopener">Ultimate Forms</a> &nbsp;https://www.infowisesolutions.com/blog/create-a-process-with-dynamic-approvers-using-ultimate-formsEthan BachThursday, February 7, 2013https://www.infowisesolutions.com/blog/create-a-process-with-dynamic-approvers-using-ultimate-formsCreate even better forms with Smart List Pro<span style="">Hello,</span> <span style="">We are pleased to announce the release of the new version of <a href="../../product.aspx?id=SmartListPro" target="_blank">Smart List Pro</a>. We introduce new concepts of blank rows and section headers to help you structure your forms better.</span> <span style="">Use blank rows to divide each tab into blocks of columns, to make the form easier to understand. Add section headers to further help your users fill the forms.</span> &nbsp;https://www.infowisesolutions.com/blog/create-even-better-forms-with-smart-list-proVladi GublerThursday, January 24, 2013https://www.infowisesolutions.com/blog/create-even-better-forms-with-smart-list-proUsing Crow Canyon SharePoint Applications with Infowise Components for Business Process Automation (BPA)<div class="Notify"><span style="">The following blog was written by Scott Restivo of Crow Canyon Software, our technology partner. Crow Canyon develops a line of business applications based on SharePoint and integrating many of our components</span></div> <span style="">What is Business Process Automation? According to Wikipedia, &ldquo;Business process automation, or BPA, is the strategy a business uses to automate processes in order to contain costs. It consists of integrating applications, restructuring labor resources and using software applications throughout the organization.&rdquo;</span> <span style="">We here at <a href="http://www.sharepoint-applications.com" target="_blank">Crow Canyon Software</a> have seen that using our SharePoint applications &ldquo;throughout the organization&rdquo; can contribute substantially to lowering costs and increasing efficiency, while providing better service to employees and customers. These applications include IT Help Desk, Customer Support, CRM, Facility Management, Asset Tracking, and many other programs that automate business process.</span> <span style="">Our initial conversations with customers frequently involve discussing how their email or Excel-based help desk or customer support solution is not working well, with lost calls, unfulfilled requests and slow response times. Employees and customers are not happy with the quality of service they receive.</span> <span style="">In other cases, customers tell us about the complex, expensive, custom solutions that were put in place, but now are outdated or too much trouble to use. These programs often need updates or revisions due to changes in the businesses, but the costs of doing that are prohibitive. They come to us to find a more reasonably priced, yet fully effective, solution.</span> <span style="">Our SharePoint applications, which use Infowise Solutions components, are able to provide cost-effective, efficient solutions to many business processes. We have improved the support and service at organizations throughout the world. For example, one company manufactures and services specialty computers. When there is an issue with one of these computers, their customers call the company&rsquo;s support center. Our <a href="http://sharepoint-applications.com/sharepoint-applications/it-help-desk/" target="_blank">Service Request software</a> for SharePoint manages these issues, problems, and requests.</span> <span style="">If the Support Rep cannot solve the issue over the phone or by email, the next step is to have the specialty computer shipped to the manufacturing plant for repair. In our system, the Support Request is escalated to become a Service Ticket. The Service Ticket involves tracking the issue &ndash; shipping the computer to the factory, doing the repair, and sending the fixed computer back. The Service Ticket incorporates processes such as approval to ship the device, intake, analysis of the problem, generating a quote for repair, and tracking the computer through to its return to the customer.</span> <span style="">We have <a href="http://sharepoint-applications.com/category/case-studies/" target="_blank">many examples</a> like this of our SharePoint software improving and enhancing business processes. Through the use of Infowise components along with enhanced custom coding from Crow Canyon, we are able to extend the power of native SharePoint. Our SharePoint applications are adaptable and flexible enough to provide a wide range of Business Process Automation capabilities. Our customers are able to provide better service, quicker turnaround times, higher productivity, and more satisfied employees and customers while lowering costs.</span> <span style=""><strong>Scott Restivo</strong><br />Crow Canyon Software</span>https://www.infowisesolutions.com/blog/using-crow-canyon-sharepoint-applications-with-infowise-components-for-business-process-automation-(bpa)Vladi GublerThursday, January 17, 2013https://www.infowisesolutions.com/blog/using-crow-canyon-sharepoint-applications-with-infowise-components-for-business-process-automation-(bpa)Auto generate associated items<span style="">Infowise Associated Items field is a great solution for parent-child relationship between two lists, or in other words &ndash; to show su