Infowise Syndicationhttps://www.infowisesolutions.com/blog/rssLatest news and updates from Infowise.Grid System Design for Fine-Tuned Forms We&rsquo;ve been doing a lot of talking lately about how cool the modern Form Designer is, and here&rsquo;s another reason to get excited. If you&rsquo;ve been trying to recreate the look and feel of an existing form that you built in InfoPath or some other tool, Form Designer gives you a huge assist by using nested containers &ndash; containers within containers. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-07-10.png" alt="" width="700" height="338" /> Using the technique, you can control the structure of your forms to a very high degree. The trick is to use containers as rows in a form, and then insert additional containers within the columns. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-02-54-B.png" alt="" width="700" height="194" /> Those containers can then be columnized on their own, which lets you vary widths across the rows to suit your purposes. It also gives you better control over visibility and permission rules, too. Once you&rsquo;ve got your grid laid out, it&rsquo;s a quick job to drag list fields into place. Some tips: <ul> <li>If you&rsquo;ve got an existing form, start by analyzing its structure for rows and columns. If you&rsquo;re starting from scratch, drawing a rough diagram will be very helpful.</li> <li>Adding fields to the same container will cause them to stack one on top of the other, which is useful in some cases.</li> <li>If you want rows to stay level, it&rsquo;s not a bad idea to nest a container into each column.</li> <li>If you want to use tabs or accordion sections, set those up first - you can&rsquo;t move containers! The good news is that if you need to redo anything, it only takes moments.</li> </ul> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-06-23.png" alt="" width="700" height="338" /> I&rsquo;ve created a <span style="text-decoration: underline;"><strong><span style="color: #0000ff;"><a style="color: #0000ff; text-decoration: underline;" href="https://www.infowisesolutions.com/training/article.aspx?ID=156">video tutorial</a></span></strong></span> using this method which you can watch to see a walkthrough of the building process. Give it a try &ndash; I think you&rsquo;ll be impressed at how well the technique works!https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Phil GoldMonday, November 18, 2019https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Microsoft office 365 and digital transformation in manufacturingThe modern workplace needs to change to survive in the competitive arena. Instead of working out of a physical office, at times, they need to work virtually, the system needs to be accessible outside of the office on the cloud and be available globally. Instead of working only on computers, you're expected to use your mobile devices as well. If a manufacturing corporation is embracing digital transformation with the assistance of Microsoft office 365, then they're able to provide their employees with emails and other team collaboration tools to store and share documents; employees are able to manage permissions with other co-workers. Project managers are able to automate processes and distribute workloads to all team members. Manufacturing corporations can create intranet portals to enable self-services for the different departments within an organization.<span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 provides integrated platforms that provide all the features you need to create a modern digital workplace. From Outlook, Word, PowerPoint, Excel, OneNote, Planner, SharePoint, Powerapps and many more, all these functionalities can conveniently be accessed with a single subscription of Office 365 suite. Utilization of all the aforementioned tools provides manufacturing firms with ample opportunity to grow in a decided manner towards full digitization. As a consequence, these businesses will benefit from increased visibility of processes, significant cost reduction, quicker product turn around cycles, in return, they become able to deliver excellent customer service and achieve higher customer satisfaction and even delight.&nbsp;<br /><br />Industry in our mind conjures up classic machinery, thousands of employees, and tall smokestacks. However, the continuous development in software technology such as Microsoft Office 365, digital transformation in manufacturing is heading towards a new type of manufacturing industry that is 4.0. This digital Industry is transforming every stage of manufacturing operations from supply chain and enterprise to the shop floor and employees. The smart manufacturing connects factories electronically to central machine-linked networks, not only to automate but also to individually learn procedures, adapt to change, create requests, identify quality issues and even delegate tasks to other machines. The technologies used by the manufacturers in the digital Industry is improving every phase of production and are discussing below in detail:<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">1. Internet of things</span></h2> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The internet of things has been giving enterprises a competitive edge by reorganizing and simplifying operational processes with digitally connected machines. Its existence consists of widely used internet connection, sensors, and cloud computing. By providing real-time input and data, businesses are well notified to take decisions and decrease manual procedures. The internet of things and statistics have a significant impact on productivity. Hence,&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;offers new chances to integrate activities and changes business procedure. Nowadays, consumers want natural products that enforce manufacturers to create software-based products.</span> <h2>2. Artificial intelligence</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Artificial intelligence refers to any device that responds to the environment and takes action to acquire its goal. This technology does not need any human assistance. Instead, it provides automation as&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">are featured with several control systems for performing business operations smoothly by making decisions by themselves. Hence, it reduces not only manual work but maintains the appropriate workflow and enhances production capacity effectively. Besides, production costs have lowered down the downturn.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3. Robots</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Robots are automatic machines that are specifically designed to operate specific tasks. Moreover, they are not only able to make decisions but alarm others in case of any mishappening. Their increasing use in the manufacturing industry has made the industries a better and safer place to work in. They can easily communicate with the members of the control board for the provision of required information and data related to machines and business operations. Fully equipped with sensors, these robots identify and fix issues to minimize delays in performing manufacturing procedures.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">4. Cloud computing efficiency</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To improve speed and efficiency, advanced engineering and robotics are critical to manufacturing companies. It is also streamlined in its infrastructure, and the employees will access the relevant data they want through geographical locations, allowing quicker, unified collaboration simpler. As a consequence, cloud computing is being introduced by a growing number of manufacturers for&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Data and statistics:</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Experts predict that by 2020, digital content will be 50 times higher than it currently exists. Big data processing is difficult and time-consuming, with knowledge regarding users and services being handled, modified, and evaluated. Because of its potential to streamline information, facilitate teamwork, and increased visibility for all participants, manufacturers encourage cloud technology.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Augmented reality</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Augmented reality (AR) presents digital content through a system in the real world, such as a mobile phone and unique eyeglasses. In the manufacturing industry, there are several different applications for this innovation, such as:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;The processes, facilities, and techniques on the ground of the factory are often unknown with new hires. It is vital to provide new workers with instruction as soon as possible and as often as necessary to avoid security incidents. With AR, they may access text overlays and other virtual information to help them understand what's going on the ground without requiring additional workforce or output delays.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manual reviews are required for most orders and deliveries at fulfillment centers and warehouses. This process is automated with AR to reduce errors, save time, money, and resources.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Maintenance crews save resources and reduce guesswork by using ar tools to provide equipment details such as preventive maintenance plans, potential problems, and the machine's service history.</span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">7. Additive Manufacturing</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Although companies are looking to expand the use of additive manufacturing in their operations, in three key areas, techniques such as 3d printing already play an essential role:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to the versatility of 3d printing technology, design teams may play in making increasingly complicated geometric shapes and frameworks.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is widely used to model, speed up project times, and reduce costs. In a controlled environment, companies are free to struggle easily and test multiple models before settling on the final designs.</span></li> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is the most comfortable and most inexpensive form of production when only a small amount of material is required.</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust 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><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.https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingAmir ShingrayThursday, November 14, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingImplementing a successful digital transformation in manufacturing: Microsoft office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By now, it is evident that only those who adapt to change are the ones that are going to thrive in the new digital era. Practically what we do today is for a tomorrow. The advancement in the tech sector brought unforeseen improvements in production management and propelled businesses to achieve higher levels of efficiency. Several manufacturing corporations already enjoy the benefits of successful automation. However, the implementation of new technologies can disrupt the daily workflow. One of the biggest challenges faced by manufacturing corporations when implementing a digital transformation strategy is people. For that reason, leaders of change must understand the mindset of their own people and how they executed their daily tasks before the upcoming upheaval of full digitization. The second challenge faced by the manufacturing sector is aligning their business model with the newly acquired technology architecture. They both are the critical sides that need to be adequately considered during the planning of the digitization. At the end of the day, all change has to meet the business's overall goals and objectives.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Technology is ubiquitous, and this exposure to digital services plays a vital role in not only creating new products but transforming and accelerating innovations. The secret to a successful change, growth and development nowadays is to focus on recent trends in technology, what offered by </span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft's Office 365 is a great example of such a shift in technology trends.</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> From the proliferation of connected devices and other "stuff" within the Internet of Things (IoT) to increasing information mounds, the advent of advanced analytics, machine learning, and artificial intelligence, everything has reshaped the very face of industries. The industries are now more transformed, competitive and eco-system friendly.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reshaping manufacturing by Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;give enterprises the chance to ponder and act as digital firms through their interaction with their clients, empowerment of their staff, automation of their processes, and turning their goods into valuable products. Organizations doing this have reliable results: reduced costs, energy efficiency, higher profits, and improved operational efficiencies. The organizations that have successfully adopted a digital transformation journey generate millions of dollars more in additional operating income each year than those lagging. In this way, industries will be reshaped, and this era will be defined as transformation and disruption. Microsoft Office 365 offers services, solutions, and roadmap for successful separation and differentiation that lead to remarkable potential. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Mindset for a better tomorrow</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the past, an industry took twenty years to establish. However, due to implementing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing,</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> the time has been reduced to two-three years for launching a mega-size manufacturing business. But, to make the most of digital transformation, industrialists must reframe their goals and shift their thinking towards rapid growth through the diruption of current markets. Microsoft office 365 is a reliable agent for a successful transforming the industry by providing a unique collaboration of innovative technologies and equipment that automate all manufacturing operations. Hence, this digital transformation is leading enterprises to agile productivity with ease.&nbsp;<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Digital change is a proposal for technology. Technology's influence on modern business is monumental. And, it is demonstrated in many ways; infinite computing power and limitless space that has become a reality today, as well as possibilities provided by disruptive innovations such as the Internet of Things, artificial intelligence, profound learning, virtual reality, etc. Therefore, it is fair to say that innovation is going to change the world again. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Embrace the digital revolution, or else!</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We are on the verge of a digital revolution that is going to change how we live, act, and connect fundamentally. The first industrial revolution benefitted humanity in automated steam power output, preceded by the second revolution that introduced electricity, and the third revolution came up with the introduction of information technology. As a consequence, we entered the era of massive mass manufacturing. The speed of current advancements and the exponential leap of disruptive novelties are now leading to the fourth industrial revolution. It is featured by extraordinary processing control, storage, data access, and line unclear between physical, digital and biological space. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Get onboard with innovations</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For constructing a traditional technology corporation, the digital economy generates unprecedented demands for corporate structures and business resources. Its goal is to architect for agility and new business models, empowering employees and customers to innovate at a speed that was unimaginable in earlier generations. This transformation is due to the agile innovations such as machine learning, integrated significant data statistics, hybrid cloud computing, cyber-physical, machine-to-machine systems, etc. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Transforming industries via Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The idea of becoming a digital business does not depend solely on technologies or equipment. A modern transformation strategy pays a lot of attention to controlled development, change management criteria, and comprehensive organic digitization that aligns technology with business goals and objectives. Sales, marketing, and human resource leaders, therefore, view technology as a core component of innovating their processes.&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;plays a significant role in a company, including transforming the company by managing infrastructure, working equipment, security, and serving in the role of advocating business customers by testing new software products, services, and providing feedback.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Empowering employees</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Organizations cannot digitally change completely unless their staff and workers do.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;outstrip the skill level of organizations and the ability of the workforce to become skilled with the new technologies. To meet all the needs of a modern economy, the willingness of the workers to have technical expertise is essential. As a result, many industrialists are now adopting technological education approaches, supplying them with instruction on how virtual devices function and coordinating projects to smooth their introduction to new technologies. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Re-inventing customer's engagement</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The core focus of</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">implementing</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;involves not only the running of business operations smoothly or generating valuable products but interacting with customers as well. With the rise of social tools, customers are now more commanding than ever. They can have access to every information related to services or products of industries in seconds. This has forced the industrialists to build a strong relationship with their customers. It includes recurrent online connections and solving their issues.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust 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><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. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span>https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365Amir ShingrayWednesday, November 13, 2019https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365 How I quickly built a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms<h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Is it easy to build a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms?&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Readers, it's almost a month and a half I have used Infowise Ultimate Forms, and I must say I love the convenience of having everything in one place. I can open up my Infowise Portal, right from my SharePoint, and create forms and processes easily and quickly.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Life without Infowise Ultimate Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Assume I was working without Infowise Ultimate Forms; I would need Power Apps or SharePoint Designer to create and update my form design and add the company logo and branding. Sometimes it would also be necessary to add bits and pieces to make responsive web pages. By responsive webpage, I mean an application that works well with all different kinds of devices.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We would also need SharePoint Designer Workflows or Workflows created by using Flows to make sure that the processes work well so that if there is an approval necessary, one would need to add items and create the structure.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let's discuss the possible scenarios using an example, say Customer Onboarding in a Bank.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: How does an account creation work in a bank?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The process of customer onboarding begins with the request to open an account. Say an individual wants to open a bank account. He will either call or visit the branch. He then needs to fill-up the form and submits it to the bank. He also needs to provide a set of documents, commonly known as KYC or Know Your Customer Documents.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the bank receives all the documents, a team of Legal and Compliance officers checks all the information that has been provided by the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If all the information is found current, a new account is created for the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This the first step when a customer gets introduced to the banking service for any bank. It's is very important to have this process streamlined. If the customer is happy with the service, it will not only ensure his loyalty, but he might also recommend other people, thereby increasing profitability for the bank.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, this is a very lengthy process and has multiple levels of checks and approvals by Legal and Compliance teams for the information provided.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-33.jpg" alt="Infowise-SharePoint-Ope-Account" width="700" height="124" /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Forms and Process in a Bank</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a Customer onboarding process, one of the most important things is to create a form, which will have all the information about the customer. Traditional consists of an innumerable number of fields and options. All information like the type of account, Branch details, Nominee information all gets stored here.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a form, with a large number of fields as the customer onboarding form, it is necessary to make sure that the form is interactive.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-022.jpg" alt="Infowise-SharePoint-Banking" width="472" height="742" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">My requirements for the form include:</span> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It must have the proper bank color branding and logo.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The form needs to be divided into blocks of information, using accordions and tabs. This will help us to segregate the information.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The fields need to update on the selection of a given field. For example, if my account type is Joint Account, I need to provide the name of another account holder. If it is a Personal Account, then I will not need another account holder.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Fields need to be viewed based on form type. As in the case of Account Number, New Item should not show account number, but Edit form needs to have an account number fields.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Field level permission to edit.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the form has been created, it needs to go through an approval system.</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Creating a solution using SharePoint, PowerApps and Power Automate (previously known as Microsoft Flow)</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As soon as you create a list of items in SharePoint, by default, a complete set of forms (New, Edit and View) are created in SharePoint. Though the forms are responsive, it's very difficult to add features like hide/show on the selection of an item or hide fields on the type of action like New Item or Edit Item.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A solution for that is to use PowerApps. However, with PowerApps, we can either change only the form design or create a mobile/iPad based app. Though I can code the app to hide and show fields, based on conditions, a certain amount of coding skills is necessary.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Moreover, there is no easy drag and drop option to create tabs and accordions to arrange data or any quick custom CSS to change the look and feel.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the forms are created using Power Apps I nee,d to use Microsoft Flow to update the approval process. However, this also includes a learning curve and might not be a quick drag and drop solution.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This, in turn, means that I have to move between applications to create a perfect solution.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-01.png" alt="Infowise-SharePoint-Open-Account" width="700" height="333" /><br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Creating a process using SharePoint and Infowise Ultimate Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms, on the other hand, solves my problem quickly. I could add CSS and quickly create a custom design and branding. Even the conditional show and hide of the account number field can easily be done using the checkboxes. I can add rules and permissions easily, even in each field. I can add custom style to my fields and not just forms and even custom notification.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Custom Validations and Rules can also be easily set on the click of a button. Best of all, everything is either drag and drop or clicks, something that an ordinary user can create. The Form designer also has good documentation, available just by clicking the help icon on the top right corner.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms also come with a detailed section on Business Logic, where you can easily create alert and approval processes n the click of a button.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I can easily create my entire solution in SharePoint, without moving around to any other application. Thus it is simple, easy to use and convenient, even for a non-technical user.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I had fun mapping out my process using Infowise Ultimate Forms. What solutions are you guys working on? I would love to hear about them.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Join me next week as I share more about the data and charts-based application. I have been working on.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/--how-i-quickly-built-a-customer-onboarding-(account-creation)-solution-for-a-bank-using-infowise-ultimate-formsDebolina DasguptaMonday, November 11, 2019https://www.infowisesolutions.com/blog/--how-i-quickly-built-a-customer-onboarding-(account-creation)-solution-for-a-bank-using-infowise-ultimate-formsThe Breadth of Features in Ultimate FormsOne of the things that never fails to impress me is just how many different functions Ultimate Forms can handle. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-07_9-13-50.png" alt="" width="700" height="338" /> It&rsquo;s easy to take this for granted. Typically, when someone is using UF they&rsquo;re just solving an immediate problem &ndash; &ldquo;Oh, I need a form,&rdquo; or &ldquo;I want to set up an Alert,&rdquo; or something like that. But the wonder is that you can use the same tool to do such different and distinct tasks &ndash; and so many more as well! This really hit home for me recently as a result of two things. The first was the &ldquo;Build It&rdquo; session I recently did on setting up an automated site deployment system. This included creating a form, setting form and column views based on both permissions and form state (new, edit, or display), adding validation rules, creating actions that would update data columns automatically on new items, creating actions that would build new sites with dynamic information pulled directly from the input list &hellip; and more! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-07_9-16-56.png" alt="" width="700" height="393" /> The fact that you can perform so many tasks in Ultimate Forms is really more than a little amazing. And then there&rsquo;s the new Business Solution Template functionality. I don&rsquo;t know if you&rsquo;ve had a chance to explore this yet, but in a nutshell, you now have the ability to use an existing site template to instantly build out a full featured business solution. Templates can include pages, libraries with folder structure already created, lists, and navigation &ndash; and, all the Ultimate Forms tools that have been built to support their operation, including Actions, Alerts, Forms, and more. The only thing missing is your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-57-32.png" alt="" width="700" height="338" /> I think the true value of this is that UF allows us to think a little bigger when we&rsquo;re working with our sites. The next time you&rsquo;re starting to build out a process, I want to encourage you to stop and think for a minute. In addition to the problem you&rsquo;re solving in the moment, what is your ultimate goal - and what Ultimate Forms features can you take advantage of to get you there? If you&rsquo;d like to see the Build It session on site deployment, it&rsquo;s available to you <a href="https://www.infowisesolutions.com/webinars/details/74">online</a>. You might also want to check out this <a href="https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-click">blog</a> and this <a href="https://www.infowisesolutions.com/training/getting-started/creating-a-site-from-a-business-solution-template">tutorial</a> regarding Business Solutions templates.https://www.infowisesolutions.com/blog/the-breadth-of-features-in-ultimate-formsPhil GoldThursday, November 7, 2019https://www.infowisesolutions.com/blog/the-breadth-of-features-in-ultimate-formsSharepoint and Office 365 in ManufacturingMachines and assembly lines are humming across the globe, turning billions of capital dollars into millions of products every day. The manufacturing world is vast, and it is quite challenging to keep track of all changes and where you fit in as an organization. Manufacturing products involve various stages, such as research, design, development, prototyping, production, quality control, and marketing. The conversion of raw materials into useful products is a complicated process to manage. Controlling several interdependent production lines is a challenge on its own. Having been at one end or the other in the supply chain, you can quickly see how multitudes of compiling errors can happen. When such misfortunes occur, they are a cause of significant financial losses to the business and personal pain to all involved in the production process &mdash; and the importance of software that creates and manages your information becomes more evident than ever. SharePoint office 365 is a perfect information management software for manufacturing.<br />Office 365 and its various components not only assist enterprises in managing complicated manufacturing processes but enhances productivity through empowering personnel with open and shared knowledge systems.<br />SharePoint office 365 for manufacturing provides many services that enable industries to run administrative and operating processes smoothly. It assists enterprises in operating product manufacturing efficiently by improving visibility and quality tracking. Besides, it provides immediate access to experts by taking advantage of team sites where employees can not only share ideas but view product deliverables and convert resources to tasks. SharePoint office 365 for manufacturing makes industries free from manually managing complex documentation necessary for production and distribution processes. It stores data about product manufacturing specifications, contracts, reports, product histories, along with CRM processes. <br />SharePoint office 365 for manufacturing manages to streamline cash flows by tracking records of bills, shipment, and on-time delivery. It deals with overdue bills that can cause adverse effects on the productivity of the industries. The provision of business intelligence via SharePoint office 365 for manufacturing helps industries to cater to demands, identify trends, manage production strategies and maintain records for the progressive growth and development of the products. With this software, the trades can avail presentations, statistics, document templates, and product research. Hence, SharePoint with Office 365 software used for product manufacturing establish a strong relationship between seller and consumers. <br />SharePoint office 365 for manufacturing tackles manufacturing challenges by providing enterprises with distinctive sector-focused packages. The packages are super easy to install, update, and configure according to the demands of each enterprise. Due to the simplicity, mobility, and flexibility, this software is a top priority of business owners. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong>Following are some of the services/benefits provided by SharePoint and office 365 for the manufacturing sector:</strong><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">1. </span>Document Management</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;software deals with complex documentation of the industries. This software offers a generous space to store data. It is a replacement of physical storage that does not need any manual effort. With this software, the industries can maintain seller/consumer contract documents, product information, track of equipment usage, and maintenance. It does not need any high reliance. Instead, it provides a platform to associate forecasting, organizational systems, and the shop floor. Hence, it reduces time and effort in documenting manufacturing processes and keeps the focus of the organization on the core activities of the product manufacturing. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">2. Unified Platform<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The miscommunication between cross-functional teams can lead the organization towards a downturn. Therefore, SharePoint with Office 365 provides a centralized platform where employees collaborate and share their ideas related to product manufacturing. It ends the repetition of common errors, duplicity, and misalignment. Through this platform, employees are well informed about their tasks. This software also provides a search engine through which employees can gather not only information about the product but can even know news, upcoming events related to the marketing of the products. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3. Mobility</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In this era of digital transformation, the change and adaptation in business strategies and policies are necessary to meet the increasing challenges of product development and its marketing. So, SharePoint with Office 365 is empowering the sales team by providing enhanced mobility features. Through this service, the sales team can avail of every information about product manufacturing and its marketing on their mobile devices. In this way, a strong bond is built among the members of the sales team that enhances the credibility of the product and industry. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">4. Vendors Portals<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Industries are using web portals to communicate with stakeholders or trading partners for a better understanding of initiative, purpose, and launching of products into the market.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 for manufacturing&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">software is used to create</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">seller, consumer and employee portals. Through this software, the industries can administer, monitor and share contracts with their trading partners. It facilitates the trades to track performance metrics, purchase orders and on-time delivery of the product. In this way, not only the products grow and develop, but it gives a better view of the vendors to see the efficiencies of the industries that are serving them. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Product Cycle Mangement<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Office 365 for manufacturing&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">software manages the product lifecycle, engineering change orders (ECO), and complex workflows. It is used to boost entrepreneurship, collaboration, and international communication. This makes SharePoint with Office 365 software a successful CIO&rsquo;s top preference for product life cycle management. Besides, it provides information through an organized, search powered inventory that reduces the inconvenience of time taken requests from extended members and makes the team members of product lifecycle management stress-free. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Lean Manufacturing<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Recycling of waste products is a challenge to the industries as these waste products are toxic enough to threaten our environment. Therefore, lean manufacturing is adopted by the industries to minimize the exposure of waste products in the environment. Through this process, waste products are recycled without affecting the growth and development of the product. By using SharePoint, the industries can digitize and control their manufacturing processes by utilizing built-in workflow capabilities. It eliminates waste produced by manual handling. This software is designed primarily to control manual processes such as stock transfer authorization, purchase request, vendor/customer system, item templates, and reimbursement of expenses, thus freeing up resources to assets to emphasis on core business.|<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust 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><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. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-manufacturingAmir ShingrayWednesday, November 6, 2019https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-manufacturingThe benefits of adopting SharePoint and Office 365 in Manufacturing With the increased use of SharePoint and Office 365 in the manufacturing sector, manufacturers had to reconsider roles, talents, and tools throughout their organizations. Technology adoptions provide employees with new digital and soft skills, encouraging workers to expand their technical horizons by providing them with modern tools,&nbsp; for immersive learning experiences.<br />SharePoint and Office 365 for Manufacturing are revolutionizing the sector by providing a simple management system for each phase of production. Consequently, it is not only increasing productivity but optimizing operations and unlocking new areas for growth. SharePoint and Office 365 for Manufacturing modifies and automates manufacturing processes by using integrated workflow capabilities and manual information handling. This digitization of industries assists in developing and validating processes that ensure the reliability of products. Manual processes such as inventory transfer approval, purchase requirements, seller/consumer operation, product set-up, and cost compensation are run by SharePoint and Office 365 for Manufacturing. Such granular control of the supply chain allows industries to concentrate on their core activities of customer satisfaction and delight.<br />Making people-centred data storage, communication of ideas across mobile devices, and access to information to every employee are the key features of SharePoint and Office 365 for Manufacturing. Office 365 and its components provide services such as design, infrastructure and application development, personalized workflows production, and managing and reporting on-going maintenance of machines. SharePoint and Office 365 for Manufacturing is super-easy to install, configure, customize and upgrade according to the need of the enterprise. Hence, SharePoint and Office 365 for Manufacturing, leading industries towards progress. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong>SharePoint and Office 365 in industries is capable of the following:</strong><br /></span> <h2>1. Paperless Documentation</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The document management capabilities of SharePoint assist in keeping seller/consumer contract documents, product histories, and equipment commands. Hence, it reduces high reliance on manual documentation. Besides, ERP/ CRM can be integrated with SharePoint by using out-of-the-box connectors for managing and maintaining documents such as procedures, agreements, work orders, and compliance records. These documents are administered by resilient document management policies, for instance, versioning, preservation and record statement. SharePoint provides a medium to associate scheduling, administrative structures, and the shop floor.&nbsp;<br /><br /></span> <h2>2. Cashflow Management</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint makes streamline cash flow by avoiding delays and reducing tasks' finishing time. It manages late bills, scheduled shipment, contested POs, and issues of shipping. In this way, SharePoint builds a strong seller/consumer relationship. The follow-up of the tasks and co-ordination among employees of the industry both have a significant impact on the growth and development of the products. Therefore, SharePoint deals with these impacts by providing item tracks through closure.<br /></span> <h2>3. Business Intelligence</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a software that transforms data into applicable intelligence and knowledge by estimating the needs of the products, identifying trends, controlling production development, and optimizing record levels. It is a fully-featured system that offers innovative BI self-service capabilities that work with a flexible array of applications by combining data from different systems. To improve inventory planning, this software provides front end input to a master production scheduling system. Hence, it increases product development effectively by planned decision making using real-time data.</span> <h2>4. Integrated Platform collaboration</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint provides a unified communication platform to collaborate with cross-functional teams of the industry to remove duplicity, misalignment, repetition of common mistakes, and limited information dissemination. Various stakeholders can also communicate together via the SharePoint communication platform to discuss multiple processes involved in the manufacturing of the products, such as conceptual design, research, drafting, documentation, quality, and quantity.<br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Enhanced Mobility Features<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is an excellent medium that assists the mobile sales team. It benefits organizations with information on the products, metrics, presentation, case studies, document templates, and real-time production data on mobile devices. The provision of additional information is made possible by maintaining sales collateral that is essential to improve the legitimization of the industries.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Established Vendors and Clients Connections<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Web Portals are necessary for the connection of organizations with trading partners to take advantage of collaborative opportunities and benefits. SharePoint provides web portals that build specific management tools and enable the organization to exchange contract reports, performance metrics, and purchase orders with their trading partners. It manages and monitors contracts with their suppliers and develops various contract management capabilities. In this way, SharePoint offers a better view of manufacturing processes to suppliers, which eventually increases their efficiencies in cater to your industry. Besides, SharePoint allows license holders to serve supplier portals with no additional costs.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">7. Product Lifecycle</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint has become the progressive CIO's top-priority for PLM/PDM. It is used to improve innovation, teamwork, and management on a global scale. Besides, it can also free PLM/PDM team members from the haphazard of time-consuming requests from extending members by providing information through a centralized and searchable database. In this way, members are encouraged to search the data themselves. SharePoint promotes the creation of collaborative work-spaces for work-in-progress projects and offers a database of mark-up comments for the preservation of virtual objects. To facilitate process-centred functions such as engineering change orders, the workflow of SharePoint is leveraged.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">8. Higher ROI<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">ERP solutions are often generally developed for an industry with minimal adaptation to your enterprise. By using a generic answer, competitive advantage can be lost. ERP tools cannot fully support the business processes that have changed over time and are unique to your organization. Systems should be assisted by systems, rather than dictating which systems will operate. Adaptation of ERPs is often prevented and can be expensive. A cost-effective solution for customized business applications and particular business roles arrives with the SharePoint Framework. The flexibility and abundance of features of SharePoint's platform off-box reduce development times by 40 percent, thus improving ROI and market time.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust 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><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.https://www.infowisesolutions.com/blog/the-benefits-of-adopting-sharepoint-and-office-365-in-manufacturing-Amir ShingrayWednesday, November 6, 2019https://www.infowisesolutions.com/blog/the-benefits-of-adopting-sharepoint-and-office-365-in-manufacturing-Create Fully Featured Sites with a Click<h2>The new Business Solution templates provide a fast way to roll out a robust tool.</h2> I don&rsquo;t know about the rest of you, but I have to say I&rsquo;m pretty darned impressed. Even as someone who has known and worked with the Infowise development crew for some time, I have to admit that I&rsquo;m a bit shocked at how well and how quickly the new Business Solution templates work. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-57-32.png" alt="" width="700" height="338" /> By using these templates, you can rapidly deploy a business solution that will include built-out pages, lists, libraries, and navigation. Not only that, but Ultimate Forms features like custom forms, Actions, Alerts, custom IDs, and on and on, will also be included. The only thing that&rsquo;s not there is your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_11-11-54.png" alt="" width="700" height="338" /> You can build your new site as a subsite to your starting place, or replace the contents of an existing site with the templated information. <p style="text-align: center;"><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_10-59-19.png" alt="" width="350" height="244" /> &nbsp;<img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-31_11-01-16.png" alt="" width="350" height="196" /> Once you&rsquo;ve got your site, of course, you can modify it at will &ndash; change the look and feel, add more features, modify the Alerts or Actions, etc. But what an incredible boost to productivity to have your site 90% ready to go before you even start! The process is incredibly easy &ndash; you can see the <a href="https://www.infowisesolutions.com/training/article.aspx?ID=154">tutorial online</a> and see for yourself. In fact, the only thing that caused me the slightest moment of uncertainty was realizing that when I created a subsite from a template I still needed to install the Ultimate Forms app if I wanted to make any modification to UF features. What&rsquo;s already created will work just fine even without this step though, so you can truly go from nothing to ready to add data in five minutes or less.https://www.infowisesolutions.com/blog/create-fully-featured-sites-with-a-clickPhil GoldThursday, October 31, 2019https://www.infowisesolutions.com/blog/create-fully-featured-sites-with-a-clickBusiness process solutions for banking services with multi-tabbed forms and multiple approvals using Infowise<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi there, this is Debolina again. I am back documenting my journey as a new user of Infowise Ultimate Forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It's almost a decade I have been working with SharePoint across various industries, especially banking. Today I would like to discuss a solution that we used to capture details about Vendors or Outsourcing Providers (osp). It was a solution based on a huge form with multiple tabs and sections and a large number of attachments. It also had various levels of approvals.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Looking back, I think my life would be so much easier if I had Infowise Ultimate Forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&nbsp;</span> <h2><u style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Before I started (Existing Scenario):</span></u></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As a bank, one of the most critical concerns is data. With a huge amount of personal information about all the enormous customer base, one thing a bank cannot afford is compromised data privacy or data loss.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, the entire banking industry is changing. Going digital is the key. With so many apps and internet banking, banks can't build everything. Generally, they would get different vendors or outsourcing providers (sp) to look after the different types of applications they make. These vendors would have access to the internal system, and thus, before onboarding a service provider, it is essential to capture all the details about the company.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Before we started, for each vendor, the bank will store all the details about their company, with all the documents required for validation. Once the file is created, the file will then be sent to three different managers for approval. Once approved it will be evaluated by the governance team before the vendor or the service provider is onboarded. These documents were also submitted to the relevant government offices. As a bank in Singapore, it came under the Monitory Authority of Singapore, and it was necessary to submit documents that comply with the standards defined.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution03.jpg" alt="Infowise solutions financial services" width="700" height="334" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Every month, invoices and other relevant documents would be added to their files. Sometimes, a bad review or good review would also be added to the file.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As you can imagine, that would be a huge number of documents in a file for even a single vendor. Moreover, with the innumerable number of departments in a bank, like credit and loans, customer service, etc., it was not only difficult to add vendor information. It was also very difficult to edit and update in case some of the vendor details got changed.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also made auditing of records very difficult.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Solution:</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When we started the project, we faced the challenge of creating forms that were easy to use and had all the possible details of the vendors with attachments. We came up with a mockup as below with multiple tabs and sections to help easy the input of data.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution.docx.png" alt="Infowise banking solutions made easy with multi-tabbed forms" width="700" height="355" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I used SharePoint On-Premises 2013 and created the solution using Dot Net and jQuery. I designed the form and added the client-side libraries to create custom tabs and accordions. Then I mapped each field to the list and used SharePoint libraries to connect with the Lists of data. We also added options to add attachments that would get saved in the SharePoint Lists.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Furthermore, I used SharePoint Designer to add custom workflows and email notifications.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Our solution was a success, and we release the application one month before the delivery date. Moreover, our department was the first one in the bank to earn an ISO 9000:2015 accreditation, and this SharePoint based solution played a considerable role in the ISO certification process.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The application took almost one month to get completed with a waterfall development model. We went through a cycle of requirement gathering, development and testing.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, I think if I had a solution like Infowise Ultimate Forms, things would have been so much easier. With a large number of stakeholders, it would be easy to develop forms based solutions using Infowise forms and agile methodology.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Guess how much time it took me to create the form below? 15 min. It's that easy. I created tabs, sections and added fields and attachment fields. I also tested my way on different screen sizes. I can add alerts, processes, permissions and even custom CSS without even using any other tool.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution04.png" alt="Infowise banking solutions" width="700" height="371" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Also, don't forget to check the template manager. Infowise ultimate forms come well equipped with some predefined template-based solutions. It helps you to add predefines business processes to your tenant. It might be that the solution that you are trying to create already exists!<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/BankSolution02.png" alt="Infowise banking solutions" width="700" height="504" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Have fun exploring. I will be back again with more scenarios where we can use Infowise Forms as I keep trying it out.<br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust 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><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. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/business-process-solutions-for-banking-services-with-multi-tabbed-forms-and-multiple--approvals-using-infowiseDebolina DasguptaWednesday, October 30, 2019https://www.infowisesolutions.com/blog/business-process-solutions-for-banking-services-with-multi-tabbed-forms-and-multiple--approvals-using-infowiseWhat is a SharePoint communication site<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A SharePoint communication site is a platform for publishing content in a visually appealing format for reaching a broader audience. It has always been at the heart of collaboration as it is a new vision of building&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">team sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. With a smart intranet vision, you are now able to expand the tools to deliver an out-of-the-box experience for extensive internal communications.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint communication sites are simple, fantastic intranet interaction platforms that work across devices. These&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;offer new and creative designs to get started quickly and help integrate your look and feel. Furthermore, they easily create pages that use&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">web parts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;from SharePoint to add rich functionality and pull data from other devices. By using SharePoint, you can connect with your readers and get their details along with information regarding the working of site and content.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Announcing events, launching products, or organizing campaigns can be done via&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint communication</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;sites to get insights and expertise by the team on the subject. One of the significant aims of these sites is to communicate broadly and effectively.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A communication site can be launched in just a few clicks by using default site templates and selecting the appropriate page layout without any additional coding or complex customizations. They also provide images and videos to beautify your content as the showcase of rich content on the website is lucrative for readers.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These communication sites power the organization's intranet as they are default sensitive, and it does not require any effort to be used by mobile devices. This makes end-users and SharePoint developers happy. Consequently, it saves time for developing and fixing the responsive design.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Publishing content via SharePoint communication sites is prolific.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The SharePoint communication sites are brand new&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">team sites</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that can be created from&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint home</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. They are used to create pages for agencies and archives for documents. These sites are mobile-friendly and are modified to showcase information visually beautiful.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site designs</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;with&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">web parts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;are an essential feature of these communication sites. Besides, "blank" is offered with customized editing to create the design of your choice.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The communication sites can modernize classical sites via&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Modern Pages</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;as they are provided with a unique site template. The communication site designs are contemporary and broad screen sites for building beautiful and attractive pages. Besides, these designs have options such as Topic, showcase, and blank. These options have a variety of functions. For instance, by using "topic," you can share&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">information such as news</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, updates, status, and events. Showcase is used for posting images, photos, or live stream videos for launching any product or organizing events. Blank is given to create the design of your choice. These site designs can be edited as well.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Each site design is provided with web parts such as the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">hero web part</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for bringing site emphasis and using visuals for grasping the attention of the readers. Another web part is the news web part for the winning team by publishing exciting content on site. For displaying detail about upcoming events, products, and campaigns, the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">event web part</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is used. The document web part showcases the default document library, which can be altered easily. Highlighted content web part is also preferred for displaying data from a library, site and&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site collection</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Sharing a selection of images, photos and videos are done by using the image gallery web part.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site creation</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;from SharePoint communication sites may be embedded with the Yammer web part for extraordinary bi-directional communication features. This includes people's profile and comment section web part. By using people's profiles, you can add many readers as a team whose profile pictures will detail the information of the readers.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Site creation</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;via page templates is a direct link with your readers. The comment section is provided for encouraging readers to give suggestions regarding the content of the website. Also, you have an option of deleted comments.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Benefits</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The communication sites are beneficial in many ways, with advancements and modernization over time. These benefits are discussing below:</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint online</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;sites are provided with search engines for employees to find data.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Intranet communication allows users to communicate and collaborate on a broader level.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These sites are adaptable to many devices, such as mobile phones.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The authoritative sites have been revolutionized by using photos, images, and live stream videos.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The evolution of Share Point has advanced the interface, such as page layout, tools, and interaction design.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The development of SharePoint focuses on client development. Hence, it is increasing industry-standard practices extensively.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The use of the content on the website shows its popularity among readers that able you to tune your site by providing content for readers' interests.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How to create Communication sites?<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communication sites are created like&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 Group</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. The basic methodology of creating communication site is given below:</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Choose and click SharePoint from the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 App.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Select&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Create site.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">You will have two options. Choose&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communication Site.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Now, you have to choose a site template as it is a page layout that can be altered later. Therefore, choose&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Topic</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. In this section, you will be provided with photos and images for the setting of your page layout</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.</span></strong></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The right side of the screen shows site name, site address, site description, and select a language.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Write the name of your site in the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site name.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Next, put the URL in the</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;site address.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Then, write a description in the&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site description</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;of your website, i.e., the purpose of this site.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Choose language and click finish.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, the site has been built.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What sets communication sites apart?<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The new communication sites are not provided with Quick Launch or left-handed side menu. Similar to Office 365 Group site, a new site is created as a separate site collection by using the SharePoint communication site. Besides, these sites are offered with new web parts, out-of-the-box&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">site designs,</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;topics, customized&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">homepage,</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and a blank. These sites are convenient for broadcasting data. Hence, these sites are the future of website development as they mainly focus on building creative and extensive websites for communicating and collaborating with the broad audiences effectively.&nbsp;<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust 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><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; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/what-is-a-sharepoint-communication-siteAmir ShingrayTuesday, October 29, 2019https://www.infowisesolutions.com/blog/what-is-a-sharepoint-communication-siteAll you need to know about Microsoft Flow<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you need your Apps and services to be integrated on the cloud so that they can connect smoothly with each other, then Microsoft Flow is your efficient tool. This article is&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">all you need to know about Microsoft Flow</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. This cloud-based tool streamlines the processes by enhancing efficiency and productivity by enabling anyone and everyone within the organization to automate their daily tasks and processes without having to fill a ticket for a developer that comes in on the high horse.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By automating your daily business tasks, Microsoft Flow allows you to focus on more significant milestones. Flow links up different Apps on the cloud, collates data from them, gets them in-sync, sends you timely notifications and well, leaves a lot more to be done with it. It refers to automated workflows as &ldquo;flows.&rdquo; At present, Microsoft Flow assists you by linking apps and services such as Dropbox, Dynamics 365, Facebook, Office 365, OneDrive for Business, PowerApps, SQL Server Twitter, and many more.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It&rsquo;s the triggers that Microsoft Flow operates on. After these triggers, it will initiate the responses, permitting apps to interact with each other. When a trigger occurs, &ndash; you might have gotten mail! &ndash; The corresponding app would transmit a signal to other apps saying that certain functionality was activated. These signal receiving Apps would then respond in accord.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How does Microsoft Flow Empower its Users</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow empowers you by making your life a little easier by automating your routine tasks such as data collection, notifications sorting, alerting, pinging, and whatnot. It does so by dividing its automation workflows into three main categories.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The first is automated Flow, and it gets triggered with the onset of a pre-selected event. For instance, a document has been updated by a user, Microsoft Flow will send a notification to all users signalling the document&rsquo;s update. The second category is scheduled Flow, which, as the name suggests, is triggered at a specified time &mdash; for example, the users receiving a regular ping about an upcoming meeting. The third category is tagged as button flow, which relies on the touch of a key to trigger a positive flow. </span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow&rsquo;s Capabilities</span></h2> Microsoft Flow&rsquo;s capabilities are wide-ranging. You can start with the list of templates that they have ready for you to carve out an ample amount of time from your otherwise hectic routine. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Here is a sampling of ready-made templates&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #1</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Save Office 365 email attachments to OneDrive for Business</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With this template, you would not miss any email attachment if you find yourself cluttered with emails. Through this template, any attachment in the incoming mails would get saved automatically.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #2</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Get emails for positive tweets</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This template lets you track the positive feedback on Twitter regarding any particular hashtag you are following on Twitter. You would receive a notification when any positive post is being tweeted corresponding to your interest.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #3</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Create new events on Google Calendar from Office 365</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow will create a Google calendar event once an event is formed on an Office 365 Calendar. This way, you won&rsquo;t miss any of your event commitments.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #4</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Track your work hours and work location</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This template will track your out-of-office timekeeping. With the columns, you will create yourself, such as date, timestamp, and location, Microsoft Flow will keep track of your current time and place. You will be receiving a push notification for all your work-related runs.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #5</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Selectively post Instagram photos to Facebook</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">No need to switch apps when posting a social media update. Microsoft Flow will display the same photo (with caption) that you published on Instagram, on your Facebook account.&nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template #6</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">: Save tweets to an Excel file</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With this Microsoft Flow template, you can track your tweets smoothly. Get all your work-related tweets automatically archived to an Excel File which you can create on Dropbox or OneDrive.&nbsp; &nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://flow.microsoft.com/en-us/templates/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Learn more about Microsoft Flow templates</span></a> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Use Cases</span><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow has a wide-ranging service provision. Because you can create your own flows, the uses cases opportunities are unlimited. It provides users with integration possibilities for Dynamics 365. The following are some of the use cases for how it accomplishes the integration. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Tailoring not-to-be-replied-directly emails with options buttons</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Preloaded options are provided with every email sent out by the case managers as they want the customers to not reply directly to their emails. There can be a way for these case managers to send an email without having to tag an options button for the customers. By selecting the &ldquo;send an email with options,&rdquo; you will have the ease of setting up an option button. The email can also be tailored with corresponding actions or a time delay for shooting the email.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customers are directed to a &ldquo;confirmation screen&rdquo; just as they respond to the email. If they select an option, such as closing off their case, then this selection would activate a workflow in Dynamics to do just that. But the cases cannot be closed directly with the update record action in Microsoft Flow. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Saving Storage by Shifting Attachments to SharePoint</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Attachments in Dynamics 365 for Customer Engagement by Notes can take up a lot of storage. Microsoft Flow solves this problem by offering a way for these attachments to be shifted to SharePoint. Users start from a blank Flow template and then select for the Dynamics 365 connector. The Flow is then set to trigger the creation of a new record. Users can set a condition, after which the system checks for an attached document. Users are recommended to check Document Locations for a defined path. And then, affirm the records&rsquo; length stored presently. Next, the users select a SharePoint connector. Lastly, the action of updating a file removes the attachment, and it gets shifted to SharePoint. <br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Approving workflows in multiple stages</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Often the users need to be notified in various instances &ndash; from numerous managers and stakeholders. The hierarchy of approvals can be mapped out with the help of the manager field in the User Entity. This use case is about setting up a multi-stage approvals system. The procedure gets initiated with the sales rep&rsquo;s creation of the record in Dynamics 365, signalling that it needs approval through a custom field.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Flow gets triggered, spotting the record, its creator, and the creator&rsquo;s manager. It then formulates a dynamic approval email to convey it to the manager. There is a limitation to this Flow, which is that it cannot capture the CRM entity&rsquo;s URL. This URL is usually provided in a custom field from where the Flow can register it. The entity&rsquo;s approval email shoots out, and when it is approved, a signal is sent to the creator after the second person in the hierarchy supports it. <br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Plans and Costs</span><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Flow Pricing starts from $5.00/month. They have a free and subscription pricing model. They also offer a free trial without the need for the users to submit their credit card details. Following is a glimpse into their pricing plans:&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Flow-Plans.png" alt="" /><br /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust 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><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;https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-flowAmir ShingrayMonday, October 28, 2019https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-flowYour Short Guide to Microsoft PowerApps<h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All about PowerApps</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The creation of PowerApps is another innovative initiative taken by Microsoft. It gives developers and nontechnical users the ability to make mobile applications from a list of templates with the help of Microsoft Azure. It is a dashboard for various services, connectors, and data platforms, which gives the user the convenience for a swift application development environment to create a fully customized application.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With the help of Microsoft Azure and PowerAps, people can quickly develop, manage, and share business process applications on iOS, Android, and Windows devices. PowerApps is connected with a couple of Microsoft-based applications and also with other third-party apps that Microsoft developed, including applications such as SQL Server, SharePoint, and OneDrive in the Office 365.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why Does Your Business Require Powerapps?</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft developed PowerAppswas primarily to address productivity issues companies were facing. The principal objective of PowerApps is to allow companies to enhance their capabilities through the development of applications, without going through the hassles of coding or hiring someone expert in the field.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Just like in editing software, all you need to do is to insert all the necessary graphical and written content through the drag and drop and typing feature. These tools turned App development to a simple process similar to PowerPoint, very easy for nontechnical or technical users to use.&nbsp;<br /><br /></span> <h2><strong>An Efficient Business Application for your Mobile Devices</strong></h2> PowerApps mainly functions as a medium of a service that allows you to create and operate your own business applications on a couple of software by Microsoft. Initially, this requires a lot of hard work and ideas for developing the application. However, once your application is developed its easy for you to keep a check on the information through it rather than filtering a lot of folders and files. These new PowerApps manages the whole application very efficiently by keeping everything filtered and gives you the advantage to focus only on operating the app. It contains a drag and drop feature, which makes it convenient for you to customize and design various things according to your own choices such as text, field, choice field, graphical content, forms, and other screens that will make your application complete in terms of every aspect. &nbsp;You can simply connect your business application with several other applications and data sources. All you need to do is develop an app and publish it. <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps usecases </span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><strong><br /><br /></strong></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Pharmaceutical Distributor uses PowerApps to strengthen their customer relationships&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hawkary Pharmaceuticals, one of the largest pharmaceutical distributors in Iraq, are entirely dependable on their team of sales representatives to develop and retain good relations with doctors through direct one-on-one interactions. The sales manager took the initiative of developing a customized application where he can himself store data, and enhance communication with the help of Microsoft Flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;He used the Application to determine the company&rsquo;s sales representatives and their supervisor's performance and boost the efficiency of communication between doctors and sales teams.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After the functioning of the Application, the supervisors were able to perform various tasks in a timely fashion due to smart alerts and notification sent out by the Application. In addition to the fact that supervisors were able to make strategic decisions based on data available to them through the App. Based on data results, They were able to prepare better plans for their targeted regions and were capable of accomplishing a daily bunch of tasks.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hawkary Pharmaceuticals is testing another App after witnessing the growing acceptance. He is building this new App so that the representatives can access consolidated information more conveniently within the DRM.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Custom Air Products and Services Manages HVAC Manufacturing Process Using the PowerApps Platform</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Custom Air Products and Services is a Houston based provider of heating, air conditioning, and ventilation solutions. They used the Power Platform for tracking sign-offs during the manufacturing process, managing the sales quotes, tracking and sending notifications about root cause analyses, and so on. The data for these apps are stored in SharePoint or their accounting software, Microsoft Great Plains. The solutions were built by some data analysts with no prior experience. The Power Platform solution has completely replaced the old paper-based sign-off process and is still functioning to retain their success.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Virgin Atlantic drives agile wins for its mobile workforce with the Power Platform</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The manager of a quick-win development team entitled IT Lite at the Virgin Atlantic has a team of SharePoint and Dynamics experts along with full-stack .Net developers. They work closely with internal stakeholders and departments, enabling them to go on a journey towards a successful digital transformation. The manager was passionate about Office 365 and is now using the Power Platform in conjunction with Office 365 and Dynamic 365 to provide new ways of working with various business departments.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The business engagement manager for engineering learned about PowerApps and Microsoft Flow through his Office 365 and Microsoft blogs. He realized the need for a PowerApp and decided to build one powered by Power BI dashboard in a day. It transformed the way the aircraft engineers thought about IT development. It allowed them to re-engage with this area and have an application ready for testing by the end of the day. The Application turned out to be a success. Every engineer was given access to the App by incorporating it into their iPads. They were able to view the audits scheduled for them conveniently without any hassle.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Plans</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All customers, whether they are new or old who wish to renew their plans, have the flexibility to decode Flow peruse or business process plans:<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Flow per user plan:</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Select individuals to form unlimited workflows and business processes based on their requirements. This means the existing flow P1 and P2 plans will turn down into one simple per-user plan with a price of $15 user/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Flow per business process:</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It includes the implementation of critical business processes with capacity that serves teams, departments or the entire organization for unlimited users. The price is going to be $500 business process month/month for up to 5 active workflows.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Cost</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">External users (authenticated) will be $200 for 100 logins/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">External users (anonymous) will be $100 for 100,000 web page views/month.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Internal users can access portals using a PowerApps per App or user plan as per above.</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<br />Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavors with our scalable, smart, and robust 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><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. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/your-short-guide-to-microsoft-powerappsAmir ShingraySaturday, October 26, 2019https://www.infowisesolutions.com/blog/your-short-guide-to-microsoft-powerappsOffice 365 for single physician medical practice<h2>Healthcare System: office 365 for single physician medical practice</h2> Information sharing and the aspects associated with collaboration is essential for every sector, including healthcare, as it allows the concerned authorities to execute the daily administrative operations in an organized manner. <em>&ldquo;The two areas that are changing... are information technology and medical technology. Those are the things that the world will be very different 20 years from now than it is today.&rdquo; Bill Gates</em> Whether its private practice setup or hospital, every healthcare system needs to be modernized and empowered with Office365. It provides the best possible, cost-effective healthcare IT solution FOR individual medical practitioners and healthcare providers. <h2>Data and Record-Keeping</h2> These modern diseases and new treatment methods required a superior approach to collecting data. Microsoft&rsquo;s new features can help tackle some of these issues by empowering healthcare teams and allowing healthcare providers to collaborate and connect safely. Software now plays a crucial role in digitizing and maintaining patient records, hence, enabling various healthcare facilities to maximize efficiencies, reduce spending. All while allowing all health partners instantaneous access to precise patient details. <h2>Cost Saving for Family Doctors, Single Physician Practice</h2> Office 365 is an integrated experience that can help healthcare organizations improve patient care and reduce operational costs by enhancing collaboration and communication between doctors, nurses, staff, and independent specialties and healthcare professionals within single or multiple organizations.&nbsp; <h2>Collaboration</h2> <h3>&middot; Teams for Healthcare</h3> Built on Microsoft 365&rsquo;s stable, compatible platform, Teams provide all healthcare workers with a common way to communicate in real-time, organize patient care, and maximize operational efficiency.&nbsp; &ldquo;Based on our research, Microsoft Teams directly addresses the top challenges facing healthcare providers in electronic messaging in hospitals and health systems.&rdquo; &mdash;Greg Caressi, Frost &amp; Sullivan <h2>Scalability:</h2> Office365 allows to easily configure systems of a patient&rsquo;s needs. As opposed to the hardware infrastructure, the ever-expanding patient data can be easily maintained and managed. Think about how much space you need to keep health records for five years. It allows us to virtualize and store the medical data in a protected cloud storage with the aid of secure computing and recover it in seconds. <h2>Productivity tools:</h2> Technology is already playing a vital role in digitalizing everything. Therefore the single medical practitioners are also getting benefits from it. Sometimes, the place in which you want to practice defines the performance of a solo practice. Rural or suburban areas tend to be more suitable for solo medical practice as medical needs are considerably less significant, and other medical resources are less contested. But on office365, you get productivity tools for yourself at your home. You can keep the data without travelling or having any trouble. It helps to enhance the decision making of a single medical practitioner. People now tend to work independently, and office365 provides a chance for this purpose. It offers flexibility in clinical practices. <h3>&middot; Safety and Security of Data</h3> Just as in other sectors, service provision expectations were raised due to the arrival of highly efficient digital services, the healthcare system needed to be revolutionized. The new development enabled the latest technology of office365 to make its way into the healthcare system. Although confidentiality remains vital for health care providers, consumers can also take control to know more about how to use and maintain their electronic health records. You can use this handy guide to see what happens to medical information once it is connected to an online health record, whether you have new health insurance or have had insurance for years. Protection of patients&rsquo; privacy and making sure their PHI, i.e., Protected Health Information, remain safe and secure needs best HIPAA-compliant email providers. HIPAA (Health Insurance Portability and Accountability Act 1996) is a data privacy legislation in the US that provides security provisions for safeguarding medical information. The HIPAA-compliant email providers allow electronic communication with patients. This software controls the content you send and allows you to encrypt HIPAA compliance information. It is easy-to-use-one-click-technology as the user does not need to switch email providers or the way they work to be HIPAA compliant. Good patient care starts with a clinician provided with direct access to the right records, the ability to communicate efficiently, and the peace of mind that all of these contacts are safe and consistent with the rights of patient data security. It was hard for the healthcare staff to maintain a combination of comfort and regulation. As a consequence, some physicians have switched to using consumer chat apps. Such an oversight can pose significant safety, enforcement, and privacy risks to patient data. And this can also lead to hefty penalties for inadequate information management and security in the hospital community or individual medical practitioner. Microsoft worked closely with health leaders such as Duke University and Emory University to develop its HIPAA Business Associate Agreement (BAA). <h2>Conclusion:</h2> Office 365 can be helpful if you do not already use a considerable email service or prefer to stay on a different site. Easy access via the secure portal is available for the practitioners. Outlook integration also helps in this purpose. More proof of the relations between competition in medical practices and prices paid for medical services could illustrate the impact on health care expenditure of recent changes in the medical organization and help guide health market competition policy. Data keeping has become easy and accessible through office365 for single practitioners, and they can record the data and save it easily.<br /><br /> <h2>Infowise</h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust 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><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.https://www.infowisesolutions.com/blog/office-365-for-single-physician-medical-practiceAmir ShingrayWednesday, October 23, 2019https://www.infowisesolutions.com/blog/office-365-for-single-physician-medical-practice Get inspired with SharePoint modern experience<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Modern Experience was built to be more persuasive, versatile, and useful. Recent experience facilitates the creation of beautiful, dynamic sites and mobile-ready pages for everyone. SharePoint is an intranet design that fits an organization's business and culture, but all too much time was spent applying arcane customization techniques that have accumulated over the years. With the SharePoint team site, you can connect with your team with content, information, and apps you needed daily. To create and manage lists of data or storage and collaboration of files, a team site will be a great help. It is the most uncomplicated and most innovative intranet for the modern workplace.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The main difference between classic and modern experiences is that the perfect experience is built on the grading system of site-collection and subsites, with inherited navigation, permission, and site designs. However, in advanced skills, the site is a collection of a series of places, and all of them can be connected to a central hub site, a flat layout with sites sharing access, branding, and other elements. This kind of design is much more flexible and adaptable to the organization's changing needs. The basic principle and excellent practices for any site and page navigation are the same in both classic and modern SharePoint experience. <br />However, the options and preferences for implementing navigation differ, based on the layout and framework of the site and intranet. The inherited shipping is the experience provided with the outstanding knowledge of SharePoint but not available in modern SharePoint experience. However, the cross-site navigation, which is provided by the hub-sites, is a feature that is previously available by the managed navigation and site hierarchies and classic SharePoint. Also, in traditional SharePoint experience, the organization's brand needed several sites of defaulted themes, and site designs require a considerable amount of personalization to match. Also, they are not very receptive, allowing different devices an inconsistent experience.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The other feature of SharePoint lists and libraries is the most talked about. The difference between the two is that the SharePoint lists hold the main content that is required. The material consists of rows, tables, and columns (like in excel) for data and metadata this table in SharePoint called a SharePoint list. <br />The calendar on the header is also part of the SharePoint list, while SharePoint's library is the exclusive list (only created to store document) that already exists in SharePoint as a particular web part for storing ENT document, and known as a Document library.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Some website branding includes unique master pages and alternate CSS implementations to be used. SharePoint Online offers an expanded set of standard web themes and (or templates) page layouts that are adaptive and look great on any device. With web themes, you can configure the emblem and colours of your page to match your product and brand. Website templates provide sites with unique configurations and other functionality. While updating SharePoint, the fear of losing any data is now solved with modern SharePoint, now personalized logo, themes, and site designs can be achieved in additional branding without breaking any update. To know more about advanced branding options in modern experiences, read and figure more about branding SharePoint sites. If you have publishing platforms and publishing-enabled websites in your company, you know the importance of building an enticing and productive website for a large number of people to facilitate information. The communication apps in modern experience make it easy to create beautiful, interactive, and powerful mobile-ready sites and websites. Nonetheless, there are variations from the classic publishing, though, and think about scheduling your transition to the new world of modern SharePoint experience.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint's most powerful pages (and websites in general) help users quickly find what they need, so that they can easily be informed to make their decisions, also being informed about the updates and access to the tools of their need and connect with people to help solve a problem. The communication, collaboration, and office work can be made much more easily adaptable and accessible with SharePoint modern experience.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search is an important part of any website&ndash;you want people to find quickly and easily what they are searching for. SharePoint has both a classical and modern SharePoint experience, where the recent version is Microsoft searching in SharePoint. The most visible difference is that the search box for Microsoft is located in the header bar at the top of SharePoint. There is another distinction of personalization. The results you get, even when you search for the same words, are different from what other people have. Based on your previous activities and new links in Office 365, you will see findings once you start typing in the search box, and the results will be changed when you click.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The SharePoint homepage contains various default web parts. A news section is where you can place and display posts about essential or exciting items for the team or organization. Just by clicking the headline, you can see the news or entire article. You can easily edit, save, and change or publish the article by clicking on the edit button present on the top right corner of the page.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 groups is a powerful and generative platform for SharePoint online users that uses the calendar and chat together from outlook, information, or data from SharePoint online, tasks from Planner, and a shared OneNote notebook for single collaboration space for the team or organization. If office 365 enabled all new and existing team sites presented on office 365 groups. Office 365 is in the access of every group member and every group member an add additional document libraries lists or web apps as needed. A SharePoint group or a distribution list is not required.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you have implemented publishing websites and publishing-enabled sites in your corporation, you know how important it is to build enticing and productive websites for a large number of people to facilitate information. Communication sites make it easy in modern practice to create beautiful, engaging, and productive mobile-ready sites and websites.&nbsp;</span> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowie-for-sharepoint-office365.png" /> <h2>Infowise</h2> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavours 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><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.https://www.infowisesolutions.com/blog/-----get-inspired-with-sharepoint-modern-experienceAmir ShingrayWednesday, October 23, 2019https://www.infowisesolutions.com/blog/-----get-inspired-with-sharepoint-modern-experienceDeploy Business Solutions in SharePoint Online with a Single ClickHi, <em>Ultimate Forms</em> is a great platform for developing comprehesive, yet easy-to-use, business solutions in SharePoint. Our customers and partners use it to build everything they need to run their organizations more efficiently, be it rather simple <em>Expense Reports</em> or advanced <em>Project Management</em>, <em>HR</em> or <em>Help Desk</em> solutions. We even offer some of the more common and widely used solutions for download, free of charge, on our website. Once you get one, you can further customize it according to your needs, using just your browser, no development skills of any sort required! Up until now, the installation process of these business solutions in Office 365 was a bit complex. You had to download a site template, create a site from it, install Ultimate Forms and then use <em>Template Manager</em> (an included component of <em>Ultimate Forms</em> you should really learn more about!) to apply the settings to the site. Not rocket science of course, but the multitude of steps and the implied knowledge of SharePoint inner workings make it less than ideal. There should be a better way! And now there is. Building upon the amazing technology we developed in our <em>Template Manager</em>, we are now able to replicate any site, including all lists, web part pages and <em>Ultimate Forms</em> settings across tenants. That means that you can replicate a business solutions we created (and in the future, one of our partners) and have it set up in your environment with a single click! We will create a site (or use your existing one), create/modify lists (including columns, columns settings, content types and views), create and update web part pages, set up quick links and apply all of our settings, including alerts, actions, print templates, forms and much more! It really is that easy! Let me show how it works. First, download and install <a href="/ultimate_forms">Ultimate Forms</a> in your Office 365 environment (sorry, this article is about SharePoint Online, our on-prem customers can already use a different, but equally simple, mechanism). Once you load up the app, you will see the new <em>Install Business Solutions</em> button on the top menu bar. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs1.png" alt="" /> Click on it and you will be taken to our <em>Solution Gallery</em>. Note the vendor selector at the top. At this point you can see our business solutions under <em>Infowise Solutions</em> and our webinars under <em>Infowise Webinars</em> (yes, you can now install the exact sites used in our webinars and workshops and try out what you were shown on your own. Isn't that cool?!) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs2.png" alt="" /> Here you can browse our business solutions. They are free of charge, all you need is a license for <em>Ultimate Forms</em> and you can install whatever you need. And, once installed, you can modify further to exactly match your requirements. Think of it as your starter kit for building advanced modern business processes in SharePoint. Click on the solution you want to install. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs3.png" alt="" /> Here you can see a detailed explanation of what the solution offers, as well as a tutorial video. In the top right corner you can find the installation settings. See the big blue "Install" button? That's basically all you need! You can choose to install as a new subsite under the current site (recommended) or to modify the current site. Note that when you choose to modify the current site, you should be aware that if your site already contains lists with the same names as the ones used by the solution, they will be modified and you might lose your data. You should really only use this option on new sites (and it should be a Modern site). Clicked on Install and agreed to the prompt? The process will start running now and you will be able to see the real-time progress. You shouldn't expect any problems, but as there are sometimes glitches in the SharePoint Online infrastructure, nothing is ever 100% :) Let's say, 99.9% is where we stand. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs4.png" alt="" /> It should take about 2-3 minutes for the process to complete, the longest part is the creation and setup of the various lists and document libraries the business solution uses. Plenty of time to get that cup of coffee you've been dreaming of for the past hour or so! <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20191023bs5.png" alt="" width="700" height="222" /> &nbsp; And we are done! Click on "Close" and be taken to your newly created and configured business solution. You will also receive an email with the log. Now can there be anything easier than that?! We invite our partners and partners-to-be to use this platform to promote and sell their own solutions. We are working on a trial and licensing mechanism to be integrated as well. Like what you see and want to be able to develop and install business solutions internally? You already can! All you saw here uses our <em>Template Manager</em> component that you already have. If you haven't done so yet, contact us and get your own credentials free of charge. Log into <em>Template Manager</em> to create, manage and apply your own business solutions within your tenant. The complete deployment mechanism I just highlighted is at your disposal!https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-clickVladi GublerWednesday, October 23, 2019https://www.infowisesolutions.com/blog/deploy-business-solutions-in-sharepoint-online-with-a-single-clickPatient Registration App on SharePoint using Infowise Ultimate Forms<h1>SharePoint in Healthcare Industries.</h1> In my career span, I have worked on many SharePoint implementations for healthcare industries apart from other industries. These implementations were mainly ranging from intranet portal to business process automation for giant hospital chains as well as individual practices. Such frequent use makes me believe stronger that SharePoint is widely popular among healthcare professionals. Healthcare industries are one of the most regulated industries, which need adherence to regulations, and it makes a lot of data exchange between different stakeholders. Managing this large amount of data efficiently is challenging tasks and SharePoint, along with Infowise, provides good solutions, which are widely acceptable by CIOs of these industries. <h1>Challenges faced by Healthcare Industries.</h1> <ol> <li>Real-time access to information and patient&rsquo;s medical reports.</li> <li>Integration with the various medical care system.</li> <li>I am managing multiple document types.</li> <li>Validation and authenticity of medical records are crucial in highly regulated healthcare industries.</li> </ol> <h1>Few examples of SharePoint solutions implemented for Healthcare Industries.</h1> As healthcare industries restrict information management and its exchange due to strict regulations by authorities. It is mandatory to store information for a long time for audit purposes; at the same time, it needs to be easily and quickly accessible, retrievable and searchable. If I wish to categorize the solutions built by me on a SharePoint platform for healthcare industries, these can be broadly categorized as follows:- <ol> <li>Content Digitization and Management(ECM) &ndash; Image libraries, E- prescription, Patient scheduling, Patient billing reports, Physician referrals, EMR database, Templates, Forms, Patient Forms, Admission Forms, Insurance Forms, Diagnosis reports.</li> <li>Enterprise Search &ndash; Document Search, Diagnostic reports search, Physician search, Patient search.</li> <li>Hospital Process Automation using workflows- Admission procedure, Appointment procedure, Pathology reports, Discharge procedure, Patient-monitoring reports.</li> </ol> <h1>Patient Registration App on SharePoint using Infowise.</h1> I am going to take the example of the Patient registration form, which is commonly used in both hospitals and clinics. I have listed the steps of creating a patient registration app using SharePoint and Infowise. I could have used other tools like Infopath forms, Nintex etc. but I wanted to build it rapidly, responsive and solution should be cost-effective and durable. As a result, I chose Infowise Ultimate forms, which did not disappoint me. Please refer to my <a href="https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365">blog</a> for installing Infowise forms in SharePoint online environment. <h2>Create a SharePoint custom list for Patient Registration App.</h2> Kindly note all these steps are performed on SharePoint online for this example. As the first step, create a SharePoint list with the below-listed columns or fields. <ol> <li>Patient&rsquo;s First Name - Single line of text</li> <li>Patient&rsquo;s Last Name &ndash; Single line of text</li> <li>Are you Medically Insured? &ndash; Radio button Yes or No</li> <li>Patient&rsquo;s Gender &ndash; a Choice column for Male or Female</li> <li>Marital Status &ndash; a Choice column for Married or Single</li> <li>Date of Birth &ndash; Date Picker column</li> <li>Age &ndash; Single line of text</li> <li>Communication address - Multiline text box.</li> <li>Same as communication address &ndash; Radio button yes or no</li> <li>Permanent address &ndash; Multiline text box</li> <li>Contact Number &ndash; Single line of text</li> <li>E-mail address &ndash; Single line of text.</li> <li>Any existing medical history? - Multi-line text box.</li> <li>Any known allergies? - Multi-line text box.</li> </ol> <h2>Steps to design the SharePoint list form using Infowise Ultimate forms.</h2> Follow the below steps to design the Patient registration app using Infowise Ultimate forms. <ol> <li>Click on Design, available in the ribbon on the SharePoint list.<br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Design-Ribbon.png" alt="SharePoint Healthcare Apps-Design Ribbon" width="657" height="38" /></li> <li>Design the Modern Form, using Modern form designer.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-02.png" alt="SharePoint Healthcare App" width="700" height="314" /><br /><br /></li> <li>Apply dynamic values to the column using default values and dynamic rules.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App.png" alt="SharePoint Healthcare App" width="700" height="347" /></li> <li>Use Column validation for applying custom validations on columns; I used for email id validation.</li> <li>Themes can be applied to your form using Theme control.</li> <li>Similarly, custom CSS can be applied to the form.</li> <li>Once done with changes, publish the form.</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-03.png" alt="" /> <h1>Issues encountered and its troubleshooting steps.</h1> Being my first app on Infowise, I faced a few issues while setting up Infowise, I must admit that Infowise has intuitive error messages, and their description is quite explanatory and easy to understand. As I am working on modern SharePoint sites, I was getting an error for enabling custom scripts on the site, as by default, custom scripts are disabled on SharePoint online, and this needs to be explicitly enabled through PowerShell script. Here is the script, which I used to enable custom scripting on my site. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/SharePoint-Patient-Registeration-App-Error.png" alt="Error message I faced while creating a SharePoint Patient Registeration App" width="700" height="74" /> Set-SPOsite &lt;SiteURL&gt; -DenyAddAndCustomizePages 0 The above script may take 24 hours to get the change reflected on site. Refer <a href="https://docs.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script">https://docs.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script</a> for more details about it. This is how I built a simple patient registration app to show how quickly and easily this process can be automated using SharePoint online along with Infowise Ultimate forms, which is responsive, built quite rapidly and did not require complex development skills. In my future blogs, I will add more examples from healthcare industries. Keep looking on this page&hellip; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-formsAbhishek DubeyTuesday, October 22, 2019https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-formsMicrosoft Office 365 and SharePoint for Dental PracticesMicrosoft SharePoint is a web-based content and document management platform. It helps business enterprises to manage the archive, documents, reports and other types of content that are pivotal for their business operations. Generally, SharePoint provides a <strong>modern workplace</strong> to upload and manage your content, where it can be easily organized, shared, and can be accessed from any device securely. All you need is a web browser, whether it may be Microsoft Edge, Chrome, or Firefox, to start working on it. The <strong>modern SharePoint</strong> is explicitly made for the uncomplicated and error-free data collection, process, and storage. This original method of SharePoint enables every dentist or doctor for smart and quick assistance or administration. A dentist can avail of SharePoint's services like email or massive file transfer as a simple communication tool. With SharePoint, a dentist can audit or review access records to files and patient data. With a safe and simple online backup service, SharePoint secures the information or practice management. Usually, dental healthcare utilizes practice management software that resides on their databases and computers. Such records provide critical medical knowledge to run the business successfully. Office 365 is a clear and direct way for less time consuming dental service with satisfying patient's responses The need for revision and collection of information with discoveries and researches with maintaining a reputation in the career is the real struggle for many dental students or professionals. As dental students and practitioners have already involved with tremendous amounts of research. Therefore, maintaining all the information and documents is a real struggle for them They have a dire need for a more accessible <strong>user-interface</strong> to collect, store, organize a plethora of information and content. The integration of <strong>Office 365</strong> with SharePoint made it a breeze for the dentists and practitioners to store and organize the data, not just of patients. It also enables them to make calendar lists, task lists, announcement lists, major appointments for the surgeries, and so much more. Increasingly sophisticated intruder threats, most dental practices see the need for more advanced security coverage. That&rsquo;s why Microsoft has developed a new and risk-free security program for computers. The improved filtering system provides the following benefits with a security surface. It is quite evident that the Office 365 products have endless possibilities and services, but below are the few specific features that are most relevant for the dental practice today. <strong>ENCRYPTION OF EMAIL</strong>: It&rsquo;s the cardinal practice of every practitioner, doctors, and physicians to not disclose any information of their patients with anyone &mdash; the loss of any sensitive information of the patient breach the trust of the patients. SharePoint offers encrypted emails to safeguard the sanctity of the relationship between the doctors and their patients. <strong>LARGE FILE TRANSFER: </strong> Dentists and practitioners have tremendous data to send and receive daily. Moreover, all of the data and information have the utmost importance for their respective patients. The files of the data are significant due to mostly scanned copies of the files, and the computer may hang from time to time, which is catastrophic for the operations. With SharePoint Server, all the data and documents are easily shared with any designated personnel without any delay or lag. <strong>EXTERNAL USERS FACILITY:</strong> A healthy and friendly relationship between the healthcare provider and the patient is always the main objective of the smart healthcare system. With SharePoint, a dentist, or any other healthcare provider can share files with external users by making them guests. Sign in, and password choice is available in Office365. More notable, a healthcare provider can &lsquo;set expiration&rsquo; and choose how long, for instance, 30 days before the connection expires. <strong>ARCHIVING MESSAGES:</strong> There are several advantages to Microsoft&rsquo;s Exchange Online Archiving. The email archiving meets the HIPAA standards. Emergency links to all the messages that are already sent and obtained with an exact copy of the address for the release of electronic records disclosure. In modern times of today, the primary concern of every business and healthcare enterprise is to have a safe and secure platform. The confidentiality of patient&rsquo;s health information requires high tech data security. Poor communication or security can compromise the efficiency and productivity of the clinic. SharePoint provides a significant connection and collaboration system between patients and healthcare providers. SharePoint is a dynamic, open platform that makes it accessible from a single location to create and secure the patient&rsquo;s information. SharePoint and Microsoft Office 365 binds healthcare professionals easily with the files, data, people, and projects they need to perform in their practice or dental service. Collaborative tools like Microsoft Teams fill the communication gaps and use technology to facilitate internal conversations among doctors or dentists.https://www.infowisesolutions.com/blog/microsoft-office-365-and-sharepoint-for-dental-practicesAmir ShingrayMonday, October 21, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-and-sharepoint-for-dental-practicesOffice 365 for Hospitals - Improving The Healthcare Sector<strong>Microsoft&nbsp;Office&nbsp;365</strong> is a suite of cloud-based collaboration and interactive tools that incorporate all of Microsoft's existing online apps (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, Sway, and Access) into a cloud service. Office 365 is an automated software or integrated experience that can help hospitals improve patient care and reduce operational costs by enhancing collaboration and communication between doctors, nurses, staff, and independent specialties, health teams, and health care professionals in healthcare organizations. It is designed to help you achieve your passion for providing quality care and expand your hospital&rsquo;s health insurance portability and accountability. Built on Microsoft 365&rsquo;s stable, compatible platform, Teams provide all healthcare workers with a common way to communicate in real-time, organize patient care, and maximize operational efficiency.<br /><br /> <em>&ldquo;To all users of technology who are willing to take a chance, make a choice, and try a new way of doing things so that we can nurture and enjoy a happy, healthy planet.&rdquo;</em>&mdash;<strong> Katherine Murray, Microsoft Office 365 <br /><br /></strong> <h2><span lang="EN-US">The lates<span class="word">t and updated approach </span>for the healthcare system <span class="word">is the </span>Office365 for hospitals.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The intricate ways healthcare services has been conducted for many years has changed now. Microsoft technology navigated the administrating and accounting functions of the healthcare system to a new era of development and improvement. Medical care has evolved into team-based care, incredibly large medical specializations, electronic patient data storage, and regulations for patient's privacy. Healthcare organizations and centers are working by securely collaborating with Office 365 for better communication, security, and patient care.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft 365 has signed a complaint standard for the safety and security of patient records or health information, which shows that office 365 for hospitals is proven to be a useful tool.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The healthcare professionals, including doctors, surgeons, or nurses, have several concerns in their professional life. Their prime concern is to be updated with day to day new information related to the drug, modified techniques, and tactics of any surgery or any new research related to the human body. This daily need for being updated can easily be achieved through office 365 with its unique features and technology. The healthcare staff deals daily with new researches, experimentation, and testing. The office365 has easy access to daily workshops, internships, or assignments scheduled for discoveries. The stress of having updated information can quickly be solved with security and compliance served through office365.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The patient's accurate information and health history must be documented correctly is the patient's prime concern. The reliability of the patient's health information is the most crucial factor that medical health organizations care about. Microsoft teams succeeded in implementing a care market instead of the cure market, where the caretakers and healthcare providers are successfully being engaged in healthcare services provision aided by new technology. The current improvements have to to with proper services delivery. An example will be updates related to patient's medicine information shared with all care provider teams.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A healthy relationship between health care providers and patients can be maintained through persuasive communication. Office 365 enables healthcare providers or professionals to securely communicate or collaborate in real-time with patients or colleagues wherever they want. It also provides easy asses to schedule and links for both providers and patients for booking virtual appointments. Built on the secure, compliant Microsoft 365 cloud, the team gives all healthcare workers a familiar way to communicate in real-time, coordinate patient care, and improve operational efficiencies.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The improvements or productivity that office 365 provides to healthcare organizations include advanced level coordination, enhanced collaboration, and an agile healthcare team. A fully equipped and informed team is what a healthcare organization needed for a better and healthy future.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Healthcare organizations work more productive through a Microsoft technology created by the Microsoft Excel team. The efficacy and productivity of the overburden team decline with time. The Microsoft office enables the team to work efficiently in peak hours of a rush as well as in every emergency. The daily need for data entry, including the record of the patient's current status. Staff needs to collaborate with clients, patients, and their families to keep up the increasing demands and keep quality of service.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It enables users to collaborates or communicate or handling data or details in the strive of seeking quality or maintaining the quality indeed. The caretakers can have quicker information about any health alert, protocol, or in emergency circumstances or for better regulations. They will have easy access to information anywhere anytime. Caretakers, either in elderly care or home care, can have far quicker access to information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Many patients choose hospitals based on the behaviour and reputation of staff and healthcare provides. A kind and friendly staff are more functional and skillful in public dealing. The overfull patients in healthcare wards or emergency departments are one of the many problems that nursing staff need to face; a systemized way is Microsoft office that enables the team to work with fewer errors.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowie-for-sharepoint-office365.png" alt="Infowise for sharepoint and office 365" width="700" height="438" /><br /></span> <em>At Infowise, we are serving as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart and robust 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><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.https://www.infowisesolutions.com/blog/office-365-for-hospitals---improving-the-healthcare-sectorAmir ShingrayMonday, October 21, 2019https://www.infowisesolutions.com/blog/office-365-for-hospitals---improving-the-healthcare-sectorModern Form Designer is a Full-featured Framework for Fast FunctionalityIf you&rsquo;ve already started using the new Form designer with your Modern experience SharePoint sites, you&rsquo;ve also probably noticed that there are some big changes in how you work with your list and form information. When you use the older style tab form builder, you get a nice-looking form, sure. And, you&rsquo;ve always had the ability to do more advanced work with the list data by adding validation to column fields, or manipulating view or column permissions. You could even add dynamic rules and create default values for your form to ease the users&rsquo; jobs. These choices are all still available to you &ndash; they&rsquo;re listed as features under &ldquo;Classic forms&rdquo; on the new interface. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-53-44.png" alt="" width="700" height="315" /> But the new Form designer doesn&rsquo;t have these features listed. Oh, dear, what shall we do? Well, how about going into a new Form and looking &ndash; because all those features now exist within the Form designer itself! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-40-47.png" alt="" width="700" height="312" /> Personally, I think this is terrific. In addition to the usual controls over look and feel, the modern Form designer gives you all the other tools you need, too. And, because of the Form designer&rsquo;s nested structure, you can apply permissions around visibility and different levels &ndash; showing or hiding entire sections, tabs or individual fields as is needed. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-41-25.png" alt="" width="700" height="314" /> &nbsp;I also find the new interface very easy to work with, although I&rsquo;ll admit that I had a learning curve to get over. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-14_7-47-16.png" alt="" width="600" height="494" /> There is one place where you need to be a little careful. Since the form can contain multiple nested containers, it&rsquo;s pretty important that you select the right one when you&rsquo;re making changes &ndash; especially with permissions. There has been more than one occasion when I&rsquo;ve made changes only to find that I&rsquo;ve hidden an entire container rather than a single tab or a single field &hellip; hey, none of us are perfect, OK? The good news is that it takes just a minute to fix the problem and republish the form. Overall, the new UI provides a quicker, cleaner, and more logical approach to the whole process of form building and control.https://www.infowisesolutions.com/blog/modern-form-designer-is-a-full-featured-framework-for-fast-functionalityPhil GoldMonday, October 14, 2019https://www.infowisesolutions.com/blog/modern-form-designer-is-a-full-featured-framework-for-fast-functionalityTime to Get ModernWhen it comes to the SharePoint Modern Experience, there may be a little trepidation in embracing something that looks and acts so differently from the SharePoint we have known and loved all these years. But I have to tell you, as I&rsquo;ve worked with it and continued to explore the possibilities, I&rsquo;ve become increasingly excited about them. The SharePoint Modern Experience adds some exciting functionality. There are tradeoffs &ndash; some things work differently, and some customization features have gotten to be very difficult to do. But overall, the Modern Experience gives you newer tools and different ways to accomplish your business goals. The developers at Infowise have done a pretty good job at adapting Ultimate Forms for this Modern experience, too. Have you noticed that the &ldquo;jigsaw&rdquo; Design icon for Ultimate forms is now part of the Modern List menu bar? <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-11_16-24-09.png" alt="" width="700" height="191" /> And a bunch of Ultimate Form web parts &ndash; things like rollups, filters, and charts &ndash; are available to add on Modern site pages. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-10-11_16-25-30.png" alt="" width="700" height="349" /> Of course, the cr&egrave;me de la cr&egrave;me is the new Form designer, which is a big upgrade on the old-style Form Tab feature (not to say that that didn&rsquo;t work well, but this new tool is &hellip; wow!). And you&rsquo;ve probably noticed how that UI is making its way through the rest of the application, such as on the Ultimate Forms feature page. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-26_10-15-52.png" alt="" width="700" height="314" /> You may also have noticed that when we deliver webinars these days, or publish tutorials, we&rsquo;re tending to use the Modern experience in our examples. We even recently rewrote all the documentation we use for the workshop training we offer, setting all the labs up to use the Modern experience. This was quite a chore, but we felt it was important to help people understand how both SharePoint and Ultimate Forms are continuing to evolve by showing UF in action in the new environment. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-08-20_6-53-41.png" alt="" width="700" height="338" /> So, if you&rsquo;ve been holding back, don&rsquo;t! It&rsquo;s time for you to Modernize yourself, and your organizations. I think once you get used to it, you&rsquo;re going to be a convert like me. <strong><span style="text-decoration: underline;"><em>NOTE:</em></span></strong> Make sure you install the secondary Infowise Ultimate Forms Extensions app to make sure everything functions as expected in the Modern experience!https://www.infowisesolutions.com/blog/time-to-get-modernPhil GoldFriday, October 11, 2019https://www.infowisesolutions.com/blog/time-to-get-modern How I Quickly Built a Complete SharePoint Expense Claim with Forms, KPIs, Charts and Workflows<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Readers, I have been trying out Infowise Ultimate Forms for a month now, and I must say it's very user-friendly. I don't even need to write any code.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Troubleshooting &ndash; Descriptive and user-friendly error messages.</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Let's begin with my troubleshooting story.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have been working on an expense claim form for a while, and today I deployed it to another site. However, as I opened my Ultimate Forms Design Page, I faced an error. It said that Custom Scripting is blocked.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I liked the fact that not only the error message was pretty descriptive; it also provided a link to understand the exact problem.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Needless to say, I quickly sorted the issue by running a quick command-line script. I was impressed by the intuitiveness of the app. Instead of me trying to deploy some form and then realize that it doesn't work, I realized the issue as soon as I logged in. It saved me debugging time.<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-custom-script.png" alt="Infowise for SharePoint, messages for trouble shooting" width="720" height="78" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Trouble-Shooting-02.png" alt="Infowise-Trouble-Shooting" width="720" height="78" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Actions aka Workflows aka Process</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once my error got sorted, I started working on my Form. I had already added an email notification. However, I wanted my Form to have some business logic. I generally use SharePoint Designer or Microsoft Flows, but I wanted to give the Actions in Infowise Ultimate Forms a chance.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Trust me when I say this, you will not be disappointed. I clicked on Actions, under the business logic menu, and was redirected to a page where I could create my Workflow. I liked the tabbed clean page, which gave me simple options like Actions.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I could easily create or update a List item by selecting the Action type and the kind of events like Create, Edit, View or Delete I wanted to run the Workflow for. I could also add events like the addition or removal of attachments to trigger the flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I can also schedule by Workflow using a timer job, or I can run it manually by changing the settings in the advanced fields. Even defining conditions are really easy. You need to select the Conditions in the dropdown. For my current list, I want the expense to be auto-updated as 'Yes' if the Balance at the end of the Month is equal or less than the Maximum Budget.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Drop-Down.png" alt="Infowise for SharePoint and Office 365, drop down menu" width="720" height="128" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Also, there are many Actions that a user can define. If my condition is true, I can create or update List items or create a document library, or I can all some stored procedures or webservise available at a different location. I can also mix and match the Actions to perform more than one Actions.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">KPIs &ndash; Quick visuals using icons and colours&nbsp;</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once I defined the business Logic, I wanted my List to look nice. I know, nice sounds very vague, but I wanted to add some colours and icons so that anyone who sees the list can immediately understand the data. Something like, if the balance at the end of the Month is red, you would know that the employee has claimed more than his defined limit.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">There are a large number of options available to solve this in <a title="Infowise ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise ultimate Forms</a>. I can colour code my fields, based on conditions or even add Icons. An icon like a Check Mark or a Cross, in my approval field, easily explains if the request has been approved or not. As they say, a picture is equal to a thousand words.<br /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Expense-claim-sharepoint-03.png" alt="SharePoint expense claim" width="720" height="374" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts &ndash; Simple, Intuitive and code-less way to create responsive data visualization</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Often, I have been told that it is easier to have data in Excel. We can create a quick chart with data on a spreadsheet and visualize the data.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Well, I was in for a surprise when I started using Infowise Charts Webapart. It created a graph for me in minutes. I could define the type of chart I want, the values that need to be displayed on X-Axis and even the background colour and height and width.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This makes reporting much easier. Can you imagine how easy it is to create a management report? I can create a chart in a few minutes. It is also easy to update and is intuitive enough to be used by a non-technical person.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Report-04.png" alt="Infowise for sharepoint, advanced charts" width="720" height="374" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise Ultimate Forms</a>, I completed my Expense Claim project in a very short time. I didn't need to create any custom Apps or use any other tool. I could easily create not only fantastic looking Forms but also attractive looking charts, without moving away from my SharePoint Environment. Moreover, it so easy to use; I can easily let my users create their forms and processes.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">That's all for today, but follow me as I explore the <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise forms </a>features and train my users to create their Forms and processes.&nbsp;</span>https://www.infowisesolutions.com/blog/-how-i-quickly-built-a-complete--sharepoint-expense-claim-with-forms,-kpis,-charts-and-workflowsDebolina DasguptaFriday, October 11, 2019https://www.infowisesolutions.com/blog/-how-i-quickly-built-a-complete--sharepoint-expense-claim-with-forms,-kpis,-charts-and-workflowsTemplate Manager can now sync site structureHi, Have you heard of Template Manager? If you haven't, you should really pay close attention! Template Manager is a component of the SharePoint Online version of Ultimate Forms. It lets you copy Ultimate Forms settings between sites with just a click. It's ridiculously easy to: <ul> <li>Replicate your changes in settings from your development site to production</li> <li>Create multiple working copies of a highly customized site</li> <li>Deliver prefabricate solutions to your customers (even across tenants!)</li> <li>Copy your production site to another location for further development/testing</li> </ul> Template Manager is included with Ultimate Forms, all you need is to get your free credentials from us and you're good to go. Create your own templates or even use the prefabricated <a href="https://www.infowisesolutions.com/solutions">business solutions</a> we offer free of charge. Consultants among you: just think of the possibilities of being able to rapidly replicate the same site to many of you customers! Template Manager is not a few feature, it's been around for a few years (albeit, somewhat hidden under the gear icon in our old user interface). It was specifically developed to allow our partners to easily deliver complex business solutions based on Ultimate Forms by automatically copying all our settings from the source, template site to the customer site. Forms, actions, alerts, you name it, get copied over and modified to reflect the specific URLs and list IDs of the destination site. You have the flexibility to choose what features of Ultimate Forms to replicate (maybe you need just Actions?) and also which lists to replicate (all of them by default, but you can also select specific lists). The only condition is that the two sites (source and destination) have the same structure (list and their columns). It was usually accomplished by saving the site as a template and creating a copy from that template. The new feature I would like to talk about today is really exciting! Template Manager is now able to also replicate the list structure. It will create lists, add/modify/update columns and content types, sync views and even sync Modern web part pages and left-side navigation! So now you can create an empty site and run Template Manager on it to generate a whole new business solution from scratch, with just one click. We will automatically scan the lists in the source and destination sites, create new lists if needed and then go over the contennt types, columns and views in the destination list, making sure they are identical to the source.&nbsp; NOTE: if the destination list contains columns not found in the source, template list, those will be removed. Exercise caution to ensure you don't lose any data. If you are planning to sync list structure multiple times, make sure to make no manual changes in the destination site. With the new UI we recently began rolling out, Template Manager is taking its rightful place as a first-class component of Ultimate Forms, you can easily find it in the top toolbar. If you haven't done so yet, request credentials from us (email sales@infowisesolutions.com) and make you work easier!https://www.infowisesolutions.com/blog/template-manager-can-now-sync-site-structureVladi GublerWednesday, October 9, 2019https://www.infowisesolutions.com/blog/template-manager-can-now-sync-site-structureNew version of Ultimate Forms ExtensionsHi, As SharePoint user interface turns more and more into the Modern experience variety, more and more users are starting to adopt the new interface. <a href="https://www.infowisesolutions.com/ultimate_forms">Ultimate Forms</a> users benefit from the amazing features of Ultimate Forms in the new UI by installing Ultimate Forms Extensions app. A companion app to Ultimate Forms, it provides integration and features geared towards the Modern experience: <ul> <li>Toolbar buttons for list views in Modern experience, such as Design, Print, Alert, etc.</li> <li>A set of alternative modern web parts for Calendar, List Search and Chart components, as well as brand new web parts, Filter and Rollup.</li> <li>Modern forms you can create in our Form Designer.</li> <li>Support for Modern list views for our custom field types, such as Associated Items, Signature, etc.</li> </ul> We strongly suggest to always download and install Ultimate Forms Extensions when you use Ultimate Forms, even when you're not fully ready to completely switch to Modern. Just take a look at the amazing features of <a href="https://www.infowisesolutions.com/training/form-designer/creating-a-new-form">Form Designer</a>! We just released a new version of Ultimate Forms Extensions, <a href="https://storage.infowisesolutions.com/apps/Infowise%20Ultimate Forms Extensions.sppkg">version 1.1.6.0</a>, which adds the following features: <ul> <li>Toolbar integration into more list types.</li> <li>Centralized deployment option - this is the big one. You can now deploy Ultimate Forms Extensions directly from the Enterprise Catalog, without the need of adding it to each individual site (Ultimate Forms itself still needs to be added though). When you upload your .sppkg file to your Catalog, you are presented with the confirmation pop-up:<br /><img src="https://storage.infowisesolutions.com/images/documentation/1d373c6e-6b05-4104-8ca5-1023398e6f69/UPExt%20Trust.png" alt="" /><br />Notice the option to make the solution available to all sites? When checked, the app becomes instantly installed throughout your tenant, no need to individually add to each site.<br /><br />Note that if you already have the previous version added to the sites, you will need to remove it from each site, otherwise you will see duplicated toolbar buttons in Modern list views.<br /><br />Note that because of the centralized installation option, we are no longer able to detect if Ultimate Forms Extensions is installed. Note that you MUST install it if you are planning to use Modern forms in Form Designer. Although you will no longer see an error message when designing and deploying the forms, they will simply not load.</li> </ul> If you recently downloaded Ultimate Forms, then it came in a zipped archive containing both Ultimate Forms itself (.app file) and Ultimate Forms Extensions (.sppkg file). Just unzip the file and upload each one individually into your Enterprise Catalog. Download the latest version of Ultimate Forms Extensions <a href="https://storage.infowisesolutions.com/apps/Infowise%20Ultimate Forms Extensions.sppkg">here</a>! &nbsp;https://www.infowisesolutions.com/blog/new-version-of-ultimate-forms-extensionsVladi GublerWednesday, October 9, 2019https://www.infowisesolutions.com/blog/new-version-of-ultimate-forms-extensionsMicrosoft Office 365 in the classroom: An Overview of Tools and Methods<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Today&rsquo;s modern classrooms can significantly benefit from&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-ca/education/school-leaders/teaching-and-learning" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Office 365</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Children from a young age can take advantage of the various tools and software that comes with Office 365 to enhance their classroom experience. Similarly, teachers and instructors can customize it to teach students most effectively. Microsoft provides a dedicated version of Office 365 for educational institutions called Office 365 for Education. Below we will detail how Office 365 brings classroom education into the 21st century.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Building_a_21st" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Building a 21st-century classroom with Microsoft Office 365</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Personalized_Learning_Initiatives" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Personalized Learning Initiatives</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Sharing_is_Caring" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Sharing is Caring</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Conclusion" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Conclusion</span></a> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Building a 21st-century classroom with Microsoft Office 365</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 provides a robust set of tools to optimize classroom experience. OneNote, for example, can offer innovative ways to present notes, slides, hold class discussions, and more. Furthermore, it can improve grading, assignments and more to make sure the class time is dedicated to learning and discussion.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">OneNote can transform into a digital notebook where teachers and instructions can store class notes and all relevant information relating to the courses they teach. It can link to web content for research and also become a collaboration space. The best part is that since everything is digital, there is no more worrying about running out of paper in physical notebooks. The information can be accessed at any time from any compatible device, which makes it all the more convenient for teachers.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerPoint slides have been used for years to deliver course presentations in class. While PowerPoint is still effective today, OneNote is equally better. Teachers can easily communicate more effectively with each other using OneNote. It&rsquo;s an effective way to share lectures, course notes and such with each other and gain advice and feedback. It also allows for collaboration to make more innovative content for the students. Implementation of tools such as OneNote in the classroom boosts the productivity of teachers and students benefit from better teaching methods. The 21st-century classroom places a priority on convenience, productivity and innovative teaching. It&rsquo;s all about clearing the clutter and making life easier for teachers so they can do the same for students.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The idea here is to transform the classroom so that students at a younger age can get a head start on computer literacy. It allows them to be more organized as they move up in education levels.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Personalized Learning Initiatives</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft has been working with schools as part of their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://educationblog.microsoft.com/en-us/2017/09/fresno-study-student-outcomes-personalized-learning/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Personal Learning Initiative</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Microsoft calls it&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://education.microsoft.com/blendedlearning" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blended learning</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Blended learning helps students learn at their own pace. It allows teachers to customize their teaching for each student. It&rsquo;s a lot more personalized, so each student gets the individual attention he or she needs. Depending on what assistance each student needs, instructors, can customize the curriculum so that students can succeed.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">During each class, instructors can provide students with short lessons and then each student can work on his or her own. The instructors act as mentors and guides, helping students understand the course material at his or her pace. Students can get instant feedback between lessons. The learning of each student is divided into two components. There&rsquo;s the physical classroom instruction component, and then there&rsquo;s the online component that allows for more of a collaborative learning experience. The online and classroom instruction components work in tandem with each other, and it provides for innovative yet effective teaching and learning experience. The best thing here is that before each class session, students are suitably prepared and have digested the lessons well. They can then contribute effectively in classroom discussions and display their knowledge of the lessons taught to them daily. This is a good way for instructors to get regular feedback on students&rsquo; performance, and it would help them customize the learning accordingly. Students are more in charge of their learning, and they become responsible learners. It makes students more independent and utilizes instructors as and when needed. Microsoft is pioneering education in the 21st century to make learning more personalized for each student. While classroom instruction is here to stay, this integrated and collaborative teaching is the future of education. Teachers form meaningful relationships with each of their students. Students become independent, responsible and productive learners.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Personalized Learning Initiative has already shown to be a success at the regional level. The Fresno Unified School District worked with Microsoft and found that student outcomes became a lot better with Personalized Learning Initiative. The mix of classroom and digital instruction is already proven to be a trendsetter in the field of education.&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="http://edudownloads.azureedge.net/msdownloads/Fresno_PLI_Analytics_Report_Year_1_2017.pdf" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">One PLI teacher at Fresno</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is quoted to have said, &ldquo;The feedback aspects have been incredible. When I stand at the front of the class and say it live, there are lots of problems with the &lsquo;talking teacher.&rsquo; If I can spend time with them online while they&rsquo;re writing, it affects change in real-time. The tone of the classroom is relaxed, constructive, and allows kids to hear the feedback in a new way. I talk less but give more feedback. And it&rsquo;s working.&rdquo; This is an evolution in classroom education, and teachers have shown to enjoy mixing it up for students so they can have an effective and enjoyable classroom education. Feedback is personalized, and the students can learn and grow better.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sharing is Caring</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">While Microsoft&rsquo;s Personalized Learning Initiative is still a relatively new concept in 21st-century education, software products like SharePoint have been around for some time. Microsoft SharePoint takes collaboration to a whole new level. In a time where the world is more connected than ever before, SharePoint has become the center of collaboration in the education sector. Whether it&rsquo;s teacher to teacher or teacher to student, any collaboration or group discussion can happen via SharePoint. SharePoint Online takes center stage in Office 365 as it works in tandem with Word, PowerPoint, Excel, and more. SharePoint sites can become teaching portals and resources for students. Teaching and learning can extend beyond the classroom where students and teachers can collaborate from wherever they are. SharePoint has redefined classroom instruction and the approach to education today. Group learning and teaching can easily be enhanced by Microsoft Teams as well. Microsoft Teams is very powerful as it provides an all-in-one sharing and communications tool. It can complement SharePoint Online as well. Microsoft Teams offers groups to work together on different channels. Teams can be divided into smaller units and channels can be dedicated to them. Students assigned to the same Teachers Assistants can have a channel of their own, for example. When it comes to teachers, Microsoft Teams goes the extra mile. With Office 365 for Education, you can switch on the Assignments tab in Teams. The Assignments tab gives teachers and instructors a convenient way to assign grades to assignments and provide feedback to students. Quizzes can be administered easily, thanks to Office Forms. Office Forms keeps things organized for students and teachers. Instant feedback can be given, as well as an instant score at times. Students could see their grades online and at times, receive them instantly.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365 for Education is the perfect solution for modern learning and classroom instruction. It provides excellent tools and software for both students and teachers. These tools help simplify tasks so that more time is spent on learning in the classroom. It allows for effective student-to-student, teacher-to-teacher, student-to-teacher collaboration and communication. It enhances classroom learning and teaching and takes it beyond the classroom. Education in the 21st century has been more connected than it ever was thanks to the power of Microsoft Office 365 for Education.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Apart from Office 365, Microsoft&rsquo;s Personalized Learning Initiative is proving to be an excellent new way of classroom instruction. Personalized learning is helpful for both students and teachers. Teachers can provide individualized and personalized guidance to students and giving them appropriate feedback. Students can become responsible and independent learners with teachers and instructors acting as guides and mentors. Thanks to this collaboration of classroom instruction and technology, Microsoft is setting a new standard in the field of education.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/microsoft-office-365-in-the-classroomiwcol-an-overview-of-tools-and-methodsAmir ShingrayWednesday, October 2, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-in-the-classroomiwcol-an-overview-of-tools-and-methodsHow I created a Businesses App of my choice in just half an hours using Infowise Ultimate forms for SharePoint and Office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I am Abhishek working on SharePoint for the last 12 years, and Microsoft certified SharePoint 2013 developer. I have worked on many business process automation projects for industries like Healthcare, Insurance, Information Technology, Legal and Automobile. SharePoint is quite popular among these industries because of the rapid development of applications, flexible workflows, forms and of course its popularity. I have been part of many implementations of SharePoint as Document Management System, automation of the business process, ECM, Intranet portals etc. In all the above applications, there were always requirements for building customized input forms with professional look and feel.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is better and faster with great Addins/ Third part tools &ndash; Nintex, K2 and Infowise.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have used a few third-party tools for building various business applications on SharePoint like Nintex, K2 and Infowise in my career. These tools help to build responsive forms and complex workflows conveniently and rapidly. With the help of these tools or add-ins, we could achieve complex functionality delivered quickly and precisely to the customer expectations.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why we jumped to Infowise?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was working on one project for Healthcare Company, this company was using SharePoint online and wants to automate Employee Onboarding process on it.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We initially thought of using InfoPath forms but client's requirement for customized UI could not be fulfilled with InfoPath forms, as they wanted a tabbed form with custom CSS based styling, and also news about the deprecation of InfoPath forms after 2023 made client reluctant to use it. We researched and found Infowise Ultimate forms, after reading reviews about it, and after chatting with Infowise team, we were surprised by their claim of learning Infowise in two hours and build simple SP template in half an hour All these factors compelled us to give a try to it.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Training packages were easy to find.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As professionals, we always keen on the product which has detailed and precise training support, and Infowise did not disappoint us, we went through its basic training, resources for training can be found here.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/training/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/training/</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/webinars" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/webinars</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to its detailed training which covers all aspects of it, after few hours of research and training we were able to create POC for our requirements, we could get the tabbed views with custom CSS style very quickly, thanks to well-structured training which helped us to get the quick understanding of Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We followed their tutorials which can be found here&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/training/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/training/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. They have extensive lists of topics which cover everything from basics to advance features of it. Here is the snapshot of their training page.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-documentations.png" alt="Infowise training materials" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Apart from it, there are blogs&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and documentations&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;available, which helps to gather views of others and also get information about installations, troubleshooting and pricing.&nbsp;<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How much time did I spend on training?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I followed their documentation and tutorials to get an understanding of the product and could implement the prototype in a couple of hours. Also, if you have worked with InfoPath or similar products like Nintex, it will be easier for you to grasp it quickly.&nbsp; &nbsp; &nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I believe one can start building an actual project after spending 4 to 6 hours on their training resources and as mentioned earlier if you have a background of InfoPath forms, then you would require to put lesser efforts. Topics like Getting Started, Actions, Alerts, Form Designer, Views and View customization and Validation will help in understandings its basics and deliver project end to end.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I would recommend going their Quickstart guide available at&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/start" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/start</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for easy reference about installation, licensing and demo.</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Installation and configuration of Infowise Ultimate Forms in my environment.</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As the first task of any third party tool is its installation and configuration in our environment, I must admit Infowise installation was a piece of cake, thanks to their clear and accurate instructions, which are listed at below URL&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/documentation/?ID=180#catalog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/documentation/?ID=180#catalog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;one can easily follow and install it in their O365 environment.&nbsp;</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Downloading Infowise Ultimate package for Office 365.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">https://www.infowisesolutions.com/ultimate_forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;and click on download free trial, this will give you a trial period of Ultimate forms for 30 days.</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sign-in.png" alt="Downloading Infowise for SharePoint" width="700" height="274" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Added its package in our environment.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Extracting Ultimate Forms files from its package, there were two files, one with extension .sppkg and other with .app, upload both of them to the app catalogue site of your environment.&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below screenshot shows the app catalogue after file being uploaded.<br /><br /></span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Apps-for-SharePoint.png" alt="Infowise Apps for SharePoint on The Appstore" width="700" height="342" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Added app in the site collection and voila it is done.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Site Content and add an app from&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">AppStore for your organization</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Apps will be available in site contents.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below figure shows the icons created in site contents.<br /><br /></span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Extensions.png" alt="Infowise SharePoint Forms" width="650" height="181" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">On clicking Infowise Ultimate forms app in site contents will launch the app in full-page view, where selection for admin settings, tutorials, web parts, template manager etc. are available.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowis-ultimate-forms.png" alt="Infowise Form Designer for Sharepoint and Office 354" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was amazed at the variety of columns available some of them are signature, connected lookups, voting, indicator, LOB item link, associated items, associated item summary etc.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Web parts like charts, event calendars, list search, filters and rollups are quite useful.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring provides an administrative view of its operations.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Template Manager- provides free templates which could be added to our sites easily and extend it further. Templates like Expense Reimbursement, Room Reservation, Project management etc. are available here. One can add his\her new template from here too.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Form Designer console&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Form designer console is simple to use but enriched with all the latest functionalities. The below screenshot is for a modern view of form, which is responsive. Look at the left toolbar; it has controls for tabs,&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">accordions, fragment, header etc. These controls can be easily dragged and drop on the design panel.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">At the top one can select available content type from drop-down, similarly New, Edit and Display form could be selected as a checkbox.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Also option for injecting custom CSS, it helps to provide a customized look and feel to form, which makes it best among others available similar products.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-designer-for-SharePoint.png" alt="Infowise for SharePoint and Office 365, Form Designer" width="700" height="342" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After designing form, it can be quickly published form top left and available for use.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. As authors of productivity and agility software, we're pleased, yet not surprised that global financial businesses, Healthcare, Technology, Education and Transportation services have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365Abhishek DubeyMonday, September 30, 2019https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365Is Infowise Ultimate Forms for SharePoint and Office 365 truly Agile - Creating a forms and business processesFor the past week, I played around with the Infowise Ultimate Forms and trust me it justifies its name. At every step, it gave me a vast number of options that helped me to create forms and processes faster, without writing even a single line of code. Once I shared how easy it is to use Infowise Ultimate Forms, my manager asked me to create a demo application. Being a part of a SharePoint Consultanting company, one of the pain-points that my management wanted to solve is Expense Claim. Currently, every time a consultant is placed in a job in a different company, he needs to submit an expense claim form. The consultant chooses the type of expense and the cost incurred. He then gets the signature of the line manager and submits the form to the company HR. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-travel-expense.jpg" alt="Better sharepoint forms without coding" width="338" height="561" /> To convert the same to a paperless process, I started with the Expense claim form. First, I needed a list of the type of Expense Claim. I went ahead and created an Expense Type List. I keyed in the values and created my Expense Form. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Account.png" alt="creating expense claim using Infowise for sharepoint and Microsoft Office 365" width="700" height="209" /> I added the fields like Title, Expense Type and Total Amount. My next step was to add the Expense types as a dropdown. However, I wanted it to be populated from a different list. Instead of trying the default SharePoint lookup column, I started exploring the Ultimate forms app. I found an option to create a connected lookup column. I clicked on the Connected Lookup option, under the columns folder and could easily create a dropdown with options from any List through an easy to use UI. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-connected-lookup.jpg" alt="Infowise an easy way to create expense report in sharepoint and office 365" width="700" height="625" /> The best part is that <ol> <li>I can choose any site; I have permission to fetch the data for lookup.</li> <li>I can choose multiple values and create a multi-value dropdown.</li> <li>I can have an autocomplete, just like when you type in google, and it gives you options. I can also define the number of characters that I need to type in for the options to get populated.</li> <li>I can define filter easily and sort the results based on the views I have for the list.</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-tutorials.png" alt="Infowise tutorials are easy to access to a wealth of information that can get you up and running quite fast" width="700" height="690" /> The Forms also came with very descriptive tutorials, explaining every feature. It clearly states how to use the lookups to the best of their ability. I created an autocomplete Expense type field, which fetches values from the Expense Type list in less than 5 min. It was really wow, and I only used my browser to create a form functionality that otherwise would take me at least a few hours to develop. It's intuitive, and it doesn&rsquo;t take much time to understand the process. Moreover, with a click of a button, I can view my results, making its development process genuinely agile. Once done with look-up, I wanted to try a few things. Firstly, I needed a good UI. I want my forms to look good and have validations and permissions. Secondly, I wanted to add an approval process, send an email once an expense claim has been created. Like always, instead of starting with the tutorial, I started with the application and started editing the form. I had created a tabbed form before (check it <a href="https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile">here</a>), and I knew it's very easy. (All you need is to drag and drop.) I was more concerned about the permissions. I didn&rsquo;t want the user to edit the type of Expense once he has created an expense item. That meant I need column-level permission only on edit and not on a new form. I selected the expense type and found exactly what I was looking for. Column level permissions can easily be defined as Ultimate Forms. I can choose <ol> <li>The type of permission (Read, Write or Hidden) I need for the column.</li> <li>The users or the group of users who can access the forms</li> <li>The type of Forms (Edit, New or Display), where the permission will be set</li> <li>And also additional conditions that I might need for the given column</li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Form-Designer-2.png.jpg" alt="Infowise makes it very easy to create sharepoint expense report" width="700" height="394" /> To make it easier I can add <ol> <li>Multiple Permissions</li> <li>Multiple Validations</li> <li>Multiple Rules</li> </ol> Once completed, I just published it. Moreover, it is also straightforward to change designs. I enjoyed trying out the various combinations of colours and fonts for my forms. It also allowed me to add custom CSS to make my forms look attractive.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Form-Designer-2.png.jpg" alt="Form Designer for SharePoint and Office 354" width="700" height="394" /> Finally, once I was done with my design, I wanted to complete the entire process by adding an email notification to the line manager. I started by not using my SharePoint designer to create a custom workflow. Instead, I clicked on the alerts under Business Logic. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Expense-Report.png" alt="Infowise Ultimate Forms for Sharepoint, how Infowise Ultimate Forms for Sharepoint, how to create an expense report to create expense report" width="700" height="394" /> The alerts page defined the options that I needed to create an email notification.&nbsp; It also came with not only easy to use interface but also a tutorial and documentation. With a few clicks of a button, I could create an email notification. It also allowed me to define a template for my email. I could easily create a dynamic email by adding columns values from &ldquo;columns in the list.&rdquo; <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-email-list.png" alt="Infowise Ultimate Forms for creating a simple expense report" width="700" height="490" /> It&rsquo;s incredible how many different options are available for every process. It eliminates not only the need to use custom code but also any other 3<sup>rd</sup> party applications. I could transform the entire business process into an easy and intuitive online form with the click of a few buttons, making the whole process for Expense Claims simple. I also learnt that I could easily create graphs and charts using the Ultimate forms app. Follow me as I explore the process of creating graphs and charts.&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. As authors of productivity and agility software, we're pleased, yet not surprised that global financial businesses, Healthcare, Technology, Education and Transportation services have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp;https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile---creating-a-forms-and-business-processesDebolina DasguptaMonday, September 30, 2019https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agile---creating-a-forms-and-business-processesCreating Printable Reports and RecordsWe recently went through the exercise of rewriting the lab documents we use for Ultimate Forms Foundation training to reflect the SharePoint Modern experience. I really enjoyed this, because it reminded me of a bunch of features in Ultimate Forms that I don&rsquo;t personally use that often. The Print and Export feature is one of those. Now, we&rsquo;re all resource conscious, and trying to live in a post-paper world, but the fact of the matter is that sometimes you just have to print stuff out. And even if you don&rsquo;t need hard-copy, you might want to be able to provide a report as a stand-alone document instead of sending someone to a SharePoint list. So, it&rsquo;s a great thing that Ultimate Forms gives you the ability to create printable versions of list and library data &ndash; either for a whole list, a filtered view, or an individual record. The basics of setting up a printed report are as easy as most things in Ultimate forms &ndash; it&rsquo;s just a matter of going into the tool and selecting whether you want to show the whole list or single records, and then dragging the available fields over into the &ldquo;Columns in template&rdquo; area and reordering them as desired. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_7-45-08.png" alt="" width="700" height="381" /> Just doing this will give you a decent looking report, but there&rsquo;s a lot more possibilities! For instance, would you like totals for certain columns? No problem &ndash; just add them in. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_7-49-50.png" alt="" width="700" height="206" /> You can add in Headers and footers using the built-in rich text editors. This can include both text and images, so adding a logo to a printed report is no problem. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-02-54.png" alt="" width="700" height="449" /> If you need to get fancy, you can even add in custom CSS styling &ndash; this gives you more or less complete control of how your printed report or form looks. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-03-19.png" alt="" width="700" height="324" /> And when it&rsquo;s done, you can export to Excel, save as PDF, or even email it to the recipient directly from SharePoint. <img style="border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-09-24_8-05-09.png" alt="" width="700" height="448" /> This is handy if you need to share information contained in SharePoint with other people in your organization who don&rsquo;t have access to your site &ndash; or, even share it with people OUTSIDE your organization, making it a great solution for sending out invoices or other documents to your external partners.https://www.infowisesolutions.com/blog/creating-printable-reports-and-recordsPhil GoldTuesday, September 24, 2019https://www.infowisesolutions.com/blog/creating-printable-reports-and-recordsThe Case for using Microsoft Teams in the ClassroomMicrosoft Teams is a powerful communication tool within organizations. It keeps things organized, clean and geared towards collaboration. It keeps teams within organizations tuned into each other and keeps communication channels open. There could be divisions representing teams, sub-teams, departments, and so on. It could be divided into hierarchical levels too. Education has also taken advantage of modern technology and progressed beyond the classroom. A school, in some ways, works very much like an organization. There are hierarchies present in schools as well. From the principal to the students, there&rsquo;s an organizational setup present. If Microsoft Teams is good for businesses, then it&rsquo;s equally as effective for educational institutions too. By understanding how Microsoft Teams can work for businesses first, we can understand how it can be implemented in the classroom. <a href="#_The_virtual_organization">The virtual organization</a> <a href="#_Teamwork_2.0_in">Teamwork 2.0 in the Classroom</a> <a href="#_Conclusion">Conclusion</a> <h1><strong>The virtual organization</strong></h1> Every company and organization has different departments, teams, and units. Each of than individuals within the departments communicates between each other. That also happens on an inter-departmental level too. A communication platform that allows easy access to both kinds of communication would elevate the organizational experience and will enable the workflow processes to happen seamlessly. It has been said that communication is king. The better the communication, the better the employees can work effectively with each other. These days, organizations have ventured beyond the physical space. Information Technology has allowed remote communication to work effectively and to an extent, it&rsquo;s sometimes better or the same as regular physical communication. Workspaces are not limited to just physical locations like one office, or multiple offices in the same city. There are offices all over the world, and multinational corporations have been around for a long time. The communication between the global offices are now so much better thanks to modern technology. There may no longer need of physical office space because everything is being moved to a virtual space. The virtual office space moves beyond the limitations of a physical office. So, one must ask how can a virtual office space be managed. How can the same level of hierarchy and accountability be applied virtually? How can one know that work is being done? Can there be 24/7 communication without emails and text messages? There was a time when all these questions remained unanswered, or the solutions weren&rsquo;t present at all. Technology may not have progressed to allow such an office space to existing. Thankfully, today&rsquo;s technology has allowed this to happen very quickly. This is where Microsoft Teams comes in. Simply put, the Teams name isn&rsquo;t just there for marketing purposes, it delivers on that front. It helps organizations achieve productivity globally, nationally, or however, very effectively. There&rsquo;s accountability because everything is documented as well. While there is much competing software available, Microsoft is a name built on trust. Microsoft&rsquo;s excellence in computing and Information technology for over the last few decades is the testimony that any of their products will deliver as promised. That&rsquo;s the same principle Microsoft Teams is built on. <h1>Teamwork 2.0 in the Classroom</h1> Microsoft Teams organizes different school departments into teams. These teams then communicate within channels. One can have separate teams for staff. Various staff members can be provided in different teams too. For example, one Team side could be for teachers, and the other could be for administration. Certain student groups can be divided into teams as well. For example, different student organizations can have their teams with their respective channels. Different academic departments can have their team within Microsoft Teams. These are all examples of different teams that one can have within educational institutions under Microsoft Teams. Every team can use the general channel to post announcements, updates and such that include, for example, new hires, policy updates, and so on. One common department between regular businesses and educational institution in Information Technology. The IT department would manage the entire network infrastructure of the school. There could be a helpdesk channel within that department which would respond to concerns from administration, staff and students. Professors and instructors can have their channels where they could discuss class notes, class content, assignments and other things. This would allow students and instructors to communicate beyond the classroom. This provides staff and student to constantly stay connected in their departments and groups. Now many times, students would be assigned group projects. Channels can be made for respective group project teams. There can even be teams for parents for students in different classes too. Here, parents can discuss various things and even communicate with school officials, administrators and instructors. &nbsp;There can be teams for school alumnus of various graduating years, and different channels can be created for fundraising and reunions, for example. <h1>Conclusion</h1> Microsoft Teams is as effective for academic and educational institutions as it is for businesses. The way it&rsquo;s designed can keep students, instructors, parents, alumnus, and such connected at all times. Different channels within teams can be set for various purposes. Like organizations, schools have hierarchies so that can be reflected within Microsoft Teams. This way, Microsoft Teams provides ways for effective communications and collaboration between different school departments, students, parents, alumnus, and more.<br /><br /><br /><a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/the-case-for-using-microsoft-teams-in-the-classroomAmir ShingrayMonday, September 23, 2019https://www.infowisesolutions.com/blog/the-case-for-using-microsoft-teams-in-the-classroomIs Infowise Ultimate Forms for SharePoint and Office 365 truly Agile<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Is Infowise Ultimate Forms for SharePoint and Office 365 truly Agile?</span></strong> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It is precisely a decade that I completed my master degree and started working. My first project was to learn about a new system called SharePoint. My manager gave me an "exe" (executable file/Installer) file and his laptop. Back then we could install SharePoint Server on a Windows 7 machine as well. He also said you could only work on this "new" thing if I can install it.&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Well, a little help from Google and I did it. I also used the first version of SharePoint online, where you could only create lists and document library and a few workflows using SharePoint designer. Using these default features, I created a Project Management System.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">From then to now, SharePoint never fails to amaze me. From Banking to Oil Gas, it's beautiful how easy it was to fit SharePoint everywhere. It not only works as an Intranet System for managing internal communications for sizeable widespread retail franchising companies but also fits seamlessly as a vendor management system and document management system for huge Banks. The best part is it's always evolving.<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Form1.png" alt="" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Quite recently, I came across a requirement for developing more than 60 forms for a construction company. The Forms are diverse, but mostly with master child relationship. It also has different workflows and alert options once the forms were filled. Something similar to this job invoice form.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I started exploring for options, something that can easily create incredible looking forms which are available on mobile as well. I wanted easy branding so that all the Forms can look the same and tabs to make the Forms easy to use.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After trying out forms with Power apps and Nintex, I came across the Infowise UltimateForms. It promised me&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Agile Prototyping with a complete library of form, process and reporting components designed to work together seamlessly and create reliable and easy-to-use solutions and a 100% No-Code Solution, where one would only need a browser to develop complex business applications, saving development and debugging time.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I was also impressed to learn that it has a mild Learning Curve. Imagine if I can allow the business users to play and design their forms and processes.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;I signed up for the trial to evaluate.&nbsp;<br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/AppsList.png" alt="" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These Forms came with an SPFX file and .app file, which I installed on my apps site. Once I added this app to my working site, I came across some new colourful buttons for Design.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I had read that the forms are very user-friendly and to check it out I just clicked on Design.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/FormDesign.png" alt="Infowise form designing for shareoint explained" width="700" height="198" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It opened a very self-explanatory page, with creating forms options in the center and Resources and quick links on the right-hand side.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/AppPage.png" alt="Infowise modern sharepoint form designs" width="700" height="342" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I clicked on Form Designer, and voila, I had a pretty looking form.&nbsp;</span> I then played around and added tabs, changed colours, added a test heading and pretty much dragged around all the options I could find. &nbsp; Within a few minutes, I could add an accordion and create a nice form.&nbsp;<br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Form3.png" alt="Infowise Forms for sharepoint and office 365" width="700" height="223" /></span> I think that the User Interface is very user-friendly and would not be difficult at all for even a business user to quickly create a form or two. It also fits the idea of agile and is very easy to update the forms. I am looking forward to learning more about the forms, and I am sure as I explore more, there are more exciting features that are waiting for me.https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agileDebolina DasguptaTuesday, September 17, 2019https://www.infowisesolutions.com/blog/is-infowise-ultimate-forms-for-sharepoint-and-office-365-truly-agileMicrosoft Office 365 is Breaking New Ground in Student Enrollment and Lifecycle Management&nbsp; Every academic year, we see new beginnings and endings. It could be the start of a unique college experience for a freshman or graduation of a senior. It could even be a freshman moving to up to sophomore, junior, and senior. Every year brings new experiences not just for students but also the colleges that recruit and educate them for four years. The four years of college are the best part of a student&rsquo;s life. It&rsquo;s the last journey before what one would call &ldquo;real life.&rdquo; It&rsquo;s the preparation for a life of 9 to 5 or any career path one chooses. Where does&nbsp;<a href="https://edudownloads.azureedge.net/msdownloads/Microsoft_StudentLifecycle_eBook.pdf">Microsoft Office 365</a>&nbsp;fit in student&rsquo;s journeys? How does it help academic institutions prepare for annual student recruitment and success beyond admission and enrollment? While one may think this is just a software suite, it&rsquo;s, in reality, a lot more than that. It empowers academic institutions to efficiently perform recruitment activities, admissions, enrollment, and eventual student success. It allows both students and institutions to go on a journey together, making all the processes involved easier. &nbsp; <a href="#_CRM_tailor-made_for"><span data-preserver-spaces="true">CRM tailor-made for student recruitment and success</span></a> <a href="#_Recruitment"><span data-preserver-spaces="true">Recruitment</span></a> <a href="#_Student_Lifecycle"><span data-preserver-spaces="true">Student Lifecycle</span></a> <a href="#_Microsoft_Analytics"><span data-preserver-spaces="true">Microsoft Analytics</span></a> <a href="#_Conclusion"><span data-preserver-spaces="true">Conclusion</span></a> &nbsp; <h1><strong><span data-preserver-spaces="true">CRM tailor-made for student recruitment and success</span></strong></h1> Microsoft Office 365 provides tools and processes that assist educational institutions in improving the admissions and recruitment experience and even managing student performance over the four years. One particular CRM well suited for this purpose is known as&nbsp;<a href="https://www.microsoft.com/en-us/education/products/dynamics">Dynamics CRM</a>&nbsp;with the latest version known as&nbsp;<a href="https://dynamics.microsoft.com/en-us/">Dynamics 365</a>. It can be used for a lot of admission and recruitment activities. There are different ways prospective students approach universities and college. Students these days mostly approach colleges online. That&rsquo;s the modus operandi that has been in practice for several years now. Students will compile a list of colleges and then visit their websites. From those websites, prospective students would request all kinds of information and even schedule visits. The sites are themselves, for the most part, loaded with knowledge and personalized information can be requested. Admissions marketing materials like viewbooks come in physical or web form, and they can then be shared with parents and guardians. The best part is that one has been able to apply online, and that makes everything streamlined. One doesn&rsquo;t need to fill out paper applications and post them to institutions. All of these processes can be handled behind the scenes with Dynamics 365. This process creates a relationship between the institution and the student. Below you will see how this Microsoft-designed CRM helps in recruitment activities and eventually student success. <h1><strong><span data-preserver-spaces="true">Recruitment</span></strong></h1> <span data-preserver-spaces="true">Universities and colleges must deal with tons of applications each here. Sorting them, evaluating them and then reviewing takes a lot of time and effort. These processes can be simplified, sped up, and streamlined efficiently by the CRM. Applications can be stored securely and sorted based on preliminary information found in them. Then, these would be assigned to admissions staff to make sure if all requirements are met. Once that process is complete, then it&rsquo;s moved to admissions board for approval. The final decisions are then made and then sent to the prospective students.&nbsp;</span> <span data-preserver-spaces="true">These processes cut down a lot of the paperwork that admissions officers have to deal with in past days. It makes the whole recruiting process feel a lot more organized and increases the turnaround time as well. Communications between students and admissions officers can be managed easily too.&nbsp;<br /><br /></span> <span data-preserver-spaces="true"><a title="Infowise Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Market-Verticals.jpg" alt="Infowise-Office365" width="700" height="428" /></a><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process. <span data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/microsoft-office-365-is-breaking-new-ground-in-student-enrollment-and-lifecycle-managementAmir ShingrayTuesday, September 17, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-is-breaking-new-ground-in-student-enrollment-and-lifecycle-managementOffice 365 Revolutionizing Student Success Management with Microsoft Data TechnologyMicrosoft provides&nbsp;<span data-preserver-spaces="true">data technology</span><span data-preserver-spaces="true">&nbsp;that can assist teachers, program managers, and curriculum creator to successfully manage student lifecycle as well as the performance of individual institutions. Every student over the last twenty-five years or so has at least used some version of Microsoft Word, PowerPoint, or Excel. Students use this software to write papers, prepare presentations and to compile spreadsheets. Since these packages are all part of Microsoft Office, they have played an enormous role in accelerating the learning process and in student success. Over the years, these software packages have evolved and significantly improved to fit the requirements of today&rsquo;s students. Office 365, for example, is Microsoft Office on the cloud. Office 365 currently offered as a SaaS aka Software-as-a-Service, as a subscription model. As a user, you can access all Office software via the cloud from any device without having it physically on your computer.</span> <span data-preserver-spaces="true">Office 365 can provide an all-round database for students and administrators to access in the form of a CRM aka customer relationship management systems. We have detailed how Office 365 benefits both students and institutions below.</span> <ul> <li>For Students</li> <li>Improve learning</li> <li>Custom reports</li> <li>Custom support and help</li> <li>For Institutions</li> <li>Career Services</li> <li>Alumni and Donors</li> <li>Community Outreach</li> <li>Student Services</li> <li>Student Performance</li> <li>Human Resources</li> <li>Teacher Performance Management</li> <li>Conclusion<br /><br /></li> </ul> <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="" /></a> <h1><span data-preserver-spaces="true">For Students</span></h1> <h2><span data-preserver-spaces="true">Accelerated learning</span></h2> <span data-preserver-spaces="true">One of the most important objectives for any student for going to school or college is to learn, that is along with other benefits that come with being in an educational institute. Learning has evolved over the years, thanks to technology. Today Office 365 provides the technology that can significantly enhance learning for students at school or college. The better enhanced the learning, the better graduation rates will improve in schools and colleges.&nbsp;</span> <h2><span data-preserver-spaces="true">Custom reports</span></h2> <span data-preserver-spaces="true">Whether its high school or college, every student performs differently. Every student has different aptitudes and approaches to learning. Students earn their grades according to these factors. Some underperform and some over-perform. Teachers and professors can have customized reports made for each student to identify those who are at risk. Underperforming students are identified so they can receive the right help from the professors. The same students and teachers can collaborate projects and tasks via SharePoint Online, or communicate via Teams. Reports can be shared, and corrective action can take place before its too late.</span> <h2><span data-preserver-spaces="true">Custom support and help</span></h2> <span data-preserver-spaces="true">College students, especially those staying on-campus housing, make use of the college&rsquo;s network access at all times as opposed to those who commute to campus. These students would at times require support when they face networking issues in their dormitories, the campus libraries or student center or anywhere else they&rsquo;d use the network. Students can lodge support tickets, and the administrators can then address those. A helpdesk and ticketing tracking systems can handle ticket requests and forward it to the appropriate person. The helpdesk can then track requests and inform the respected students of their progress and eventual resolution.&nbsp;</span> <span data-preserver-spaces="true"> <a title="Infowise-Training" href="https://www.infowisesolutions.com/instructor-led-training" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-training" width="700" height="455" /></a></span> <h1><span data-preserver-spaces="true">For Institutions</span></h1> <h2><span data-preserver-spaces="true">Career Services</span></h2> <span data-preserver-spaces="true">Students looking for summer internships or work after graduation usually look to career services as their first stop. Office 365 will be able to store student resumes can this can help build a database of prospective employers and employees. If you want to look for jobs, you can upload it in your institution&rsquo;s online database managed by Office 365. The resumes will be stored on OneDrive and can be shared via SharePoint Online. Career counsellors and students can work in real-time via SharePoint Online and get resumes revised without having a physical office meeting. Such activities of profile building enhance job search and help the student achieve their early career goals faster. Career services can post job openings on their websites. SharePoint sites are a great way to get websites up and running and collaborated with other IT staff who are managing them.&nbsp;</span> <h2><span data-preserver-spaces="true">Alumni and Donors</span></h2> <span data-preserver-spaces="true">A directory of graduates from different years in any college and high school are compiled with the help of Office 365, and it will be available to access everywhere. Institutions can use this to reach out to alumni to inform class notes or updates or invitations to alumni events. It could also build a donor directory from alumni. Many alumni like to give back to their alma maters in the form of donations. A donor directory is developed, and periodic updates on donations can be sent to alumni. Donor events can be created, and then they could be invited via Office 365.&nbsp;</span> <h2><span data-preserver-spaces="true">Community Outreach</span></h2> <span data-preserver-spaces="true">A college or high school is part of the town or city&rsquo;s community. In most places, it&rsquo;s a central part of the community. Office 365 helps institutions reach out to the community and any corporates for collaborations and hosting events. It could be for networking events or for charity or anything the institution would like to engage the community. Community service initiatives can be facilitated via Office 365 as well. Graduates databases can be sent to nearby corporations so they can consider prospective hires from each class year. Outreach and marketing effort sare customized for parents, alumnus, and prospective students. These can be tailored to meet the needs of all three groups.&nbsp;</span> <h2><span data-preserver-spaces="true">Student Services</span></h2> <span data-preserver-spaces="true">These days, many student services are managed online, whether its requesting books from the library, registering for classes, checking grades, or making requests to the registrar. With the help of Office 365, all of these outreach activities can be efficiently executed and managed. Modern technology has made everything accessible online, and therefore, one doesn&rsquo;t need to go to the registrar&rsquo;s office and fill out paper forms for transcripts, or any other information they need. Similarly, course registrations are all handled online for the most part as well. The college library catalogue is made available online, and books can easily be borrowed online.&nbsp;</span> <h2><span data-preserver-spaces="true">Student Performance</span></h2> <span data-preserver-spaces="true">Office 365 compiles performance metrics and performance figures institution-wide. These are accessible to the individual student at any time. Modern educational institutions just like in the case of any modern business, they need to maintain accurate data on departments, courses, costing and other KPI&rsquo;s that they deem critical to their mission.&nbsp;</span> <h2><span data-preserver-spaces="true">Human Resources</span></h2> <span data-preserver-spaces="true">A CRM powered by Office 365 is ideal for human resource management in an institution. Powerful CRM packages help with teacher recruitment, disbursement of salaries, employee information, <a title="SharePoint Employee Training" href="https://www.infowisesolutions.com/solutions/employee-training" target="_blank" rel="noopener">training</a> and other things can all be stored safely and securely via the CRM.&nbsp;</span> <h2><span data-preserver-spaces="true">Teacher Performance Management</span></h2> <span data-preserver-spaces="true">Performance of teachers can be recorded and stored in a database via the Office 365-powered CRM, and that can significantly help institutions assess their performance in and out of the classroom. It also shows their qualifications, classes they teach, average grades, and other required metrics. Such record-keeping capacity allows Human Resources to guide teachers who need to improve so they can provide better deliver learning to their students and reward teachers who are performing above standards.</span> <h2><span data-preserver-spaces="true">Conclusion</span></h2> <span data-preserver-spaces="true">Microsoft Office 365 can create powerful CRMs for educational institutions that empower not just students, but teachers, and administrators. It provides several different ways to enhance learning and administrative processes, hence making it easier and convenient for students and teachers. Its education did the 21st century way and Office 365 is at the forefront of the education revolution.<br /><br /><a title="Infowise Solutions" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Market-Verticals.jpg" alt="Infowise-Office365" width="700" height="428" /></a><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process. &nbsp;https://www.infowisesolutions.com/blog/office-365-revolutionizing-student-success-management-with-microsoft-data-technologyAmir ShingraySunday, September 15, 2019https://www.infowisesolutions.com/blog/office-365-revolutionizing-student-success-management-with-microsoft-data-technologyUltimate Forms just got a fresh new look!Hi, We've got a treat for you! We are updating the visual design of Ultimate Forms and have just deployed the new look and feel of our Design page in Office 365 (update for on-premises version is coming soon) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/2019-09-04-design.png" alt="" width="752" height="711" /> With this new interface it will be easier, faster and more intuitive to customize your SharePoint. It brings everything you need right to your fingertips, making much better use of the screen real estate and providing a more prominent position for some of the additional features that were somewhat hidden before. For those of you who have used our Form Designer, it will look a bit similar. We are using the same basic layout and a similar color scheme. But there are many differences of course. Let's start from the top: <ul> <li>Template Manager, Monitoring and Bulk Update mode are now prominently place on the top tool bar. In the previous version they were under the gear icon in the top right corner, some users probably didn't even know they existed :)</li> <li>Support is now also at the top. The support page now provides quick access to all our training and knowledge resources, as well as means of creating and monitoring support tickets.</li> <li>Left-side menu provides quick access to all the features of Ultimate Forms. Note that the actual settings pages have not been visually upgraded yet, but once they are, they will also contain the same left-side menu with a clear indication of what page you're currently on. You can expand and collapse section according to your usage pattern and we will remember the state of each section for you!</li> <li>On the right-hand side you will see context-sensitive documenation and tutorials, to make it easy for you to educate yourself regarding the component you're currently working with.</li> <li>In the center is your main working area. By default it shows links to specific settings pages and serves as an app launcher of sorts. Specific settings will be display when you select one of the options from the top tool bar and, in the future, one of the settings pages of the components.</li> <li>Above the working area you will see various errors and notifications. For example, you will see the invitation for our next workshop and you will be able to sign up directly from there.</li> </ul> I hope you will enjoy the new look and it will help you become even more productive!https://www.infowisesolutions.com/blog/ultimate-forms-just-got-a-fresh-new-look!Vladi GublerWednesday, September 4, 2019https://www.infowisesolutions.com/blog/ultimate-forms-just-got-a-fresh-new-look!Five Best SharePoint Blogs You Must Follow <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Five Best SharePoint Blogs You Must Follow</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The internet is a great resource to learn about new technologies and software. It is an entire library of learning tools that you can benefit from at no cost. While some resources may require membership, most of the web resources are free to a great extent. If you wanted to learn more about SharePoint, then there are several resources available online that you can use. These resources are in the form of blogs written by individuals who know SharePoint and have a lot of experience with it. We have featured some of these blogs below so that you can learn more about SharePoint and enhance your IT knowledge.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharepointmaven.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">SharePoint Maven</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sympmarc.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Marc D Anderson's Blog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/bg-p/SPBlog"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Office's Official SharePoint Blog</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharegate.com/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">ShareGate</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.sharepointeurope.com/resource-centre/"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">European SharePoint Conference Community Resource Center</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Maven</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharepointmaven.com/blog-sharepoint-best-practices/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is managed by Greg Zalfond, otherwise known as the SharePoint Maven. He calls it the SharePoint knowledge base. The man is an authority on SharePoint and has been an expert for 10 years. He is one individual one can learn a whole lot from especially if you want to master SharePoint for yourself, your business, and your clients. He calls himself the virtual expert on SharePoint. One of the best ways to learn about SharePoint is to learn from experts who have been using it for a long time. On this blog, you can learn about its various features, tips and tricks, and other ways to make best use of this amazing software.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Marc D Anderson's Blog</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Like Greg Zalfond aka SharePoint Maven,&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sympmarc.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Marc D Anderson</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is also another expert in SharePoint and Office 365. He's a 30 year veteran in the IT industry and has a vast knowledge that makes him an authority on SharePoint. Tech enthusiasts, IT wizards, and anyone with interest in SharePoint and Office 365 can learn a lot from Marc.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office's Official SharePoint Blog</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you want to know the latest in the SharePoint world, then there's no better place to start than&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/microsoft-365/blog/sharepoint/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft's official blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Every news and update is straight from the official source. Other than that, you get to hear about different ways SharePoint has been helping companies and users. Whatever new release is being developed and worked on will be talked about here as well. If there are new releases, you'll get to know about it here before other places. It's written by experts at Microsoft, and its got a great design and feel to it. The best part is that it's not cluttered with advertisements or click-bait, so it's a good read. Since SharePoint Online is considered part of the Office 365 family, you also get to read articles about Microsoft 365 and Office 365. So while reading about SharePoint, you get to know about PowerPoint, Word, and Excel. Latest milestones in Office 365, Microsoft 365, and SharePoint are all highlighted in the blog.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">ShareGate</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://sharegate.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">ShareGate</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is one of the most popular web resources on SharePoint. It's designed to make your SharePoint life easier. A firm by the name of GSOFT from Montreal, Quebec in Canada authors the blog and provides some excellent tips and advice on using SharePoint. The blog is part of the leading company site where you can learn about their products as well. The target audience of the ShareGate blog is IT experts and those who use it daily. You may require a strong base in IT and advanced knowledge in IT to understand the content here. ShareGate should be your daily dose of SharePoint knowledge if you want to become an expert in this amazing software from Microsoft.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">European SharePoint Conference Community Resource Center</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint has garnered a considerable number of fans all across the globe. This website and&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.sharepointeurope.com/resource-centre/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">blog</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;have contributions from SharePoint experts in Europe. These are highly knowledgeable and offer helpful tips and advice to everyone who uses SharePoint. It's a well-built resource, and while it's not an official Microsoft blog, it's quite resourceful indeed. The content is text and video, and it's a whole lot of knowledge just waiting to be absorbed and learned. Microsoft Regional Directors, MCMs and MVPs are featured on the blog as well so you get all the best experts in one place.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The above five blogs are excellent resources for SharePoint rookies, experts and IT wizards. There's a lot to learn from the official Microsoft blog as well as those authored by experts in SharePoint such as Marc D Anderson and the SharePoint Maven. Keep reading the blogs regularly and increase your SharePoint knowledge so you can one day become an expert and write your own blogs to be read by enthusiasts worldwide.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><a title="Infowise data solutions" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-data-analytics.png" alt="Infowise data solutions" width="700" height="451" /></a><br /></span> <h2>Infowise</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. We provide solutions to a broad spectrum of industries, including and not limited to, financial services, healthcare, pharmaceuticals, educational institutes, scientific research entities, Global NGO's, governments; local municipal, regional and national. Our applications are widely used in the transportation sector, including airlines, ground transportation, and port authorities. As authors of productivity and agility software, we're pleased, yet not surprised that these global businesses have adopted our tools in their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">daily productivity cycles</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Our flagship package&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise Ultimate Forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions.</span>https://www.infowisesolutions.com/blog/five-best-sharepoint-blogs-you-must-follow-Amir ShingrayFriday, August 30, 2019https://www.infowisesolutions.com/blog/five-best-sharepoint-blogs-you-must-follow-All you Need to Know about Microsoft Certifications<h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">All you Need to Know about Microsoft Certifications<br /><br /></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft has always been providing&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/certification-overview.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">certifications</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;to students and professionals. These can help students get qualified for professional and technical positions and can also complement their degrees. Professionals can take advantage of these certifications to move up the ladder. There are several certifications that one can acquire, but these will require a period of study and learning. Once the studies are complete, the exams can be taken and then the individual can get certified upon passing the exams.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">According to&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certifications-for-students.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, students can gain a lot of benefits from their certifications. You can even get college credit for passing a Microsoft Certified Professional (MCP). Companies are always looking for certified professionals and graduates. It makes these graduates and professionals more marketable in the IT industry. If these graduates and professionals do get hired having the certifications, then they have the opportunity to earn 15% more than professionals and graduates who aren&rsquo;t certified. If you&rsquo;re hired and certified by Microsoft, your chances for advancing in your company and being promoted get even higher. It&rsquo;s no secret that having Microsoft certifications helps you in the IT industry. The industry values you even higher if you&rsquo;re certified. Companies, on most occasions, not only appreciate them but may also demand it from prospective candidates.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To ready for the certifications, there are three paths to do so. There are freely available learning tools that you can use to prepare. One such tool is Microsoft Learn. Microsoft Learn is a free preparation program that will help you with complimentary lessons, resources, tools and more. You can even try out products at zero cost to you. If you&rsquo;re looking for paid lessons, those options are available to you as well. You can get training from Microsoft Certified Trainers that will provide you with all the expertise you need to prepare for and pass the certification exams. Finally, Microsoft includes&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certifications-for-students.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">practice tests</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that allow you to prepare for the exams and pass them knowing the format and how to tackle them.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Furthermore, Microsoft Virtual Academy (MVA) provides complimentary training classes that you can take. Microsoft Press also provides e-books at no cost to you, which have all the knowledge you require to get certified. This goes to show that Microsoft not just certifies you in various specializations, but also provides you with all the tools and resources that you require to get certified.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We&rsquo;ve talked about some of the popular certifications below so you can get an understanding of what they entail.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Certifications_for_students" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Certifications for students and graduates</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.microsoft.com/en-us/learning/microsoft-certified-professional.aspx" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Certified Professional (MCP)</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJJ" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft Azure</span></a> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Why Education Microsoft Matters?</span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Certifications for students and graduates</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The two certifications students and graduates could take advantage of <a href="https://www.microsoft.com/en-us/learning/mta-certification.aspx">Microsoft Certified Professional and Microsoft Technology Associate (MTA)</a>. Both certifications have their strengths and benefits and are explained as follows:<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Certified Professional <a title="Microsoft MCP" href="https://www.microsoft.com/en-us/learning/microsoft-certified-professional.aspx">(MCP)</a></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This certification is precious if one is looking to acquire college credit, if you&rsquo;re a student, or climb up the ladder as a professional in the IT industry. Depending on your area of interest, you can choose among the following specializations: Microsoft Certified Solutions Expert (MCSE), Microsoft Certified Solutions Associate (MCSA), and Microsoft Certified Solutions Developer (MCSD). Whether it&rsquo;s a career advancement you&rsquo;re looking for, finding work, or even getting considered for a promotion, these certifications can undoubtedly help you depending on the field or profession you&rsquo;re in.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Azure</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Azure is a technology that is important to learn and master in today&rsquo;s cloud-focused world. Microsoft provides popular certifications related to Azure. These certifications are quite popular today. These include <a title="Microsoft Certified Azure" href="https://www.microsoft.com/en-us/learning/azure-exams.aspx">Microsoft Certified Azure</a> Administrator Associate, Microsoft Certified Azure Solutions Architect Expert, Microsoft 365 Certified Enterprise Administrator Expert, and Azure DevOps Engineer Expert. Networking, storage, security, and computing are a few skills that you can get expertise with as an Administrator Associate and Solutions Architect expert. The Microsoft 365 certification makes you a complete expert in Microsoft 365 administration that includes managing, deploying, evaluating and planning. If you&rsquo;re an Azure DevOps Engineer expert, you can learn how to provide and develop the best products to meet the requirements of the business. You can see how valuable the certifications are.&nbsp;<br />Here is an excellent resource we found while researching this article about Azure Role Certification:<br /><a href="%20https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJ">Azure Applications and Infrastructure Certification</a> <br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why Microsoft Learning Matters?</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When<a href="https://www.microsoft.com/en-us/learning/default.aspx"> Microsoft certifies</a> you, you&rsquo;re getting the backing of one of the world&rsquo;s biggest tech companies. Microsoft has been at the forefront of computing technology for decades. MS-DOS, Windows, Office, Xbox, and Azure are just a few technological innovations we have seen over the last few decades from the Seattle-based tech powerhouse. Wherever you apply for a job in the IT industry, you get noticed, recognized, respected, and acknowledged for your certification. This just not helps you get your foot in the door but landing a solid start in your career with a respectable salary. Even if you&rsquo;re already in the middle of your career, a certification in your field helps you get ahead over your peers. You learn skills that you can harness your entire career. It gives you pride and a feeling of accomplishment because you&rsquo;re considered an expert and a master in your field of specialization. So, whether you&rsquo;re about to graduate from college or grad school, or are already in your professional career, these certifications will give you a considerable boost. Having the Microsoft backing will help you all your career, and you can count on it to get advance in your career at whatever stage you are in.&nbsp;&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise Agile Prototypes" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-agile-prototype.png" alt="Infowise Agile prototype" width="706" height="455" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Business Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process.https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-certificationsAmir ShingrayFriday, August 30, 2019https://www.infowisesolutions.com/blog/all-you-need-to-know-about-microsoft-certificationsThe Definitive Guide to Microsoft SharePoint Security<h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Definitive Guide to SharePoint Security<br /><br /></span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These days, security is crucial, especially when storing information on the cloud or working in cloud-based environments. Since Office 365 is cloud-based, then security is highly critical to business reputation and financial standing. While there are in-built&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://docs.microsoft.com/en-us/office365/securitycompliance/secure-sharepoint-online-sites-and-files" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">security features</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;in Office 365, including SharePoint Online, it boils down to how you manage them. How and who you share your data with is ultimately your responsibility with. There are ways to manage and keep your Office 365 and SharePoint environments secure, and we have suggested them below.</span> <h4>Backups<br />Permissions<br />Training<br />Security Groups<br />Content sharing<br />Internal and external web assets<br />Device Security</h4> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Backups</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint stand-alone or SharePoint Online is a tool designed for collaboration. When working in Office 365, SharePoint Online stores all your documents in OneDrive. OneDrive or OneDrive for Business, like Google Drive, is a cloud storage solution which is built to be reliable and secure. However, even similar cloud storage solutions like Dropbox have been compromised. For that reason, it's essential to keep several backups of your data, especially if it is used for collaboration. Have your collaborators keep backups besides yourself. This way, everyone has a spare copy for use in case of any data leaks. Local backups on hard drives are recommended as well, which could be a personal copy of each collaborator. These could be regular PC drives, external drives, or flash drives. While working in the cloud eliminates the need for physical media, it's always recommended to keep a local backup just in case you need to revert to it.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Permissions</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This is where your responsibility comes in. The software isn't responsible for assigning the correct permissions in the SharePoint environment. This is because the power is entirely in your hands. You and your team need to have enough faith in each other, so its best to assign permissions accordingly. In any enterprise, team, or group, the appropriate supervisor needs to know what permissions and functionality to assign to each user. He or she is also responsible for monitoring each team member and ensuring they are sticking to their assigned roles.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Training</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Not every person in your organization, group, or team may be well-versed with SharePoint or even Office 365. It's the responsibility of leaders in every organization to make sure everyone using Office 365 and SharePoint knows how to use it and is adequately trained. If every team member is adequately trained, then there are fewer risks or chances of security compromises. Each person should be taught properly and make sure there are periodic sessions of enterprise security for the entire organization.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Security Groups</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">IT administrators, team leaders and supervisors need to assign different users into their own security groups. This way, each security groups have their own protocols and limitations. This also amounts to fewer security breaches. Security goes hand in hand with control. IT admins need to decide how much control to give each individual or user group. While permissions can be assigned, its also best to have everyone in their security group for an additional layer of protection. The best way to assign user groups is to assign them as either owners, members, or visitors. Owners are those that have complete control, especially of a website or a project. They decide how it looks and appears to others. Members are those that contribute to the site or project. They could be editors or contributors. Now, visitors could be regular people visiting the website or viewing the project. The visitors would not have any say in how the site looks, feels, or what content goes on it.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Content sharing</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This once again goes back to the aspect of control. The person who has control decides if the SharePoint group members can share content outside of the group. If content sharing is allowed, then you decide who among the user group can share and what content can be shared. The group administrator sets these permissions. Another critical factor to consider when you're sharing content outside of the group, what permissions do those individuals have, and how can they use the content. Are they allowed to share it? These are essential things to consider. It's always important to keep extra checks on content sharing of sensitive or confidential information.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Internal and external web assets</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint sites are full of content. Now this content could be text and images. When using images, make sure they're stored locally and not sourced from elsewhere. You don't know how trustworthy the source is. It's better to import the images in your local document library and then share so you can verify their safety before they get published. Security breaches can happen for any reason, so you have to be extra cautious. Make sure you internalize external web assets, check them for any threats, and then upload them on the SharePoint site. One rule of thumb is that you can never be too secure or two sure, so its best to be a bit overcautious than not.&nbsp;<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Device Security</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Device security is crucial. SharePoint and Office 365 can be accessed and used on all compatible devices. Compact and portable devices like smartphones and tablets can be compromised if not appropriately protected. One should keep their phones and tablets locked at all times. Whether its pattern, password, pin, or even fingerprints, your device should always stay locked when not in use. There are also apps you can download that can lock individual folders and apps if you lend your phone to someone else. This way, you can have a peace of mind that when your phone is not in use, it's not being used by someone else. Device security is crucial, so keep it locked and secure at all times. Just be careful not to get locked out yourself so there should be a balance between a complicated pattern or passcode and something only you would know. Fingerprints provide an additional layer of security.<br /><br /></span> <h1 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h1> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint security, in and outside of Office 365, is crucial. Whether it's a site or a collaborative project, you need to set the appropriate permissions, assign user groups, roles, security groups, and so on. Other than that, content sharing needs to be monitored. External assets should be internalized, and devices should always be locked when not in use. Remember, your SharePoint site and project security are ultimately in your hands.<br /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2>Infowise</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. We provide solutions to a broad spectrum of industries, including and not limited to, financial services, healthcare, pharmaceuticals, educational institutes, scientific research entities, Global NGO's, governments; local municipal, regional and national. Our applications are widely used in the transportation sector, including airlines, ground transportation, and port authorities. As authors of productivity and agility software, we're pleased, yet not surprised that these global businesses have adopted our tools in their&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">daily productivity cycles</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">. Our flagship package&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise Ultimate Forms</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions.</span>https://www.infowisesolutions.com/blog/the-definitive-guide-to-microsoft-sharepoint-securityAmir ShingrayWednesday, August 28, 2019https://www.infowisesolutions.com/blog/the-definitive-guide-to-microsoft-sharepoint-securityAn Understanding of Various Microsoft SharePoint Roles<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Understanding the Various SharePoint Roles<br /><br /></span></h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft SharePoint is excellent collaboration software, but as in any enterprise environment, for a platform to run smoothly, it requires qualified professionals to do exactly that. Because of the inherent complexity of such a sizeable multifunctional platform, there are a few roles that are necessary for SharePoint to function well. Each position has its own set of permissions, so one does not interfere with one another.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">According to </span><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://docs.microsoft.com/en-us/sharepoint/dev/general-development/authorization-users-groups-and-the-object-model-in-sharepoint" target="_blank" rel="noopener">Microsoft</a><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, SharePoint roles </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">are divided</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> into three categories; owners, members, and visitors. Owners are the administrators that manage the backend in the SharePoint environment. These are the backbone of the SharePoint application. They make sure that the SharePoint and its various components are performing optimally so the other user groups can get their work done from it. Members are contributors or end-users. The owners make sure the members can use the SharePoint software without hitches. Now, the last user group is visitors. They have the least permissions awarded to them because they are neither owners nor members. There are individuals you may need to share documentation with the outside of the enterprise, and you only want to make sure they&rsquo;re restricted to just perhaps only viewing it. These would not be allowed to edit, share or copy the data in any way, and those permissions can be assigned accordingly. So visitors, in technical terms, would have just read-only access in the SharePoint environment.&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Below we explain each role and the function each are expected to perform within the SharePoint environment. Roles can be both full time and part-time depending on their designation. SharePoint Roles aren&rsquo;t that complicated once you understand the function they perform. We&rsquo;ve detailed some of them below for you so that you can understand them better as well. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Product Owner</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Business Owner</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Farm Server Administrator</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Farm System Administrator</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Contributors- End-User</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Trainers</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Power User&nbsp;</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Developer</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint Business Analyst</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Roles" href="https://docs.microsoft.com/en-us/sharepoint/assign-roles-and-permissions-to-manage-term-sets" target="_blank" rel="noopener">SharePoint QA Analyst</a> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Product Owner</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person is responsible for the entire SharePoint platform and assigns all the roles. He/she is the one who procures and licenses it for enterpriser use. He/she is part of the owner category. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Business Owner</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person is also part of the owner category. Similar to the product owner, he decides how SharePoint </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">is implemented</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> in the business or enterprise. He works with the Product owner to assign other roles as well.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Farm Server Administrator</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person takes complete charge of the hardware that powers SharePoint in the enterprise. The software can only work at an optimal level when the hardware is working fine. All the servers were running at all times and maintained adequately. That&rsquo;s the responsibility of the Farm Server Administrator.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Farm System Administrator</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This person administers all the operating systems running SharePoint. That includes developing, testing, and production. These individual monitors all system processes, and he/she makes sure the systems are performing up to standard.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</strong> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Contributors- End-User</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Contributors are those who make use of the SharePoint environment. They are the ones who collaborate with other users. The owners have to make sure the contributors are making the best use of the SharePoint environment. Contributors can then assign roles among each other. For example, one can be the lead on content and be the reporting authority for others. These could be team leads and have their units that report to him working on SharePoint.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Trainers</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">There may be recruits in the team that haven&rsquo;t used SharePoint and need to </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be trained</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. This person&rsquo;s responsibility is to ensure everyone, new to SharePoint or a veteran, is trained to use SharePoint properly. He or she would teach every recruit the basics of using SharePoint and make sure </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">they&rsquo;re adequately trained</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> before being assigned user roles. Additionally, they also are the support persons whenever super users, end-users, owners and other administrators need advice or assistance </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. In most large organizations, trainers are available to provide support because they are considered experts on the platform.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Power User&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Consider this person as the SharePoint advocate in the business. He&rsquo;s honed his SharePoint skills and can advocate on how best to use SharePoint. He/she is one of the primary users and contributors and is the role model for other users in the enterprise. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Developer</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is a potent application for enterprises. Every enterprise has different needs, and standard SharePoint might be a great solution to those needs. However, some enterprise models may have specific requirements that the standard SharePoint may not wholly cater </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">to</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. That&rsquo;s where the SharePoint developer comes in. This person&rsquo;s job is to customize and develop SharePoint to meet those needs that the standard version may not necessarily meet. He/she makes it ready for testing and participate in it as well. SharePoint Developers are an integral part of the enterprise. SharePoint Developers work with business teams to develop solutions as required for the efficient operation the different parts of the organization, i.e., sales, marketing, and accounting. It is entirely tailor-made to increase enterprise productivity.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Business Analyst</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Businesses may be new to SharePoint, and sometimes you need experts to guide them on how best to make use of SharePoint.Here enters a SharePoint Business Analyst. As the title indicates, their role is to study the overall organization structure and workflow and based on that they advise businesses on how best to implement SharePoint. SharePoint business analysts conduct a proper analysis and provide a custom solution for the enterprise. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint QA Analyst</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Quality assurance testing is integral when it comes to SharePoint implementation within an organization. He/ she conducts tests on the application and makes sure there are no issues within the functionality. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Conclusion</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">There are other functionalities, and designations enterprises can use, and these aren&rsquo;t necessarily universal but based on the needs of the individual enterprise. Organizations can decide which roles to employ and create depending on their needs, but they always come under owners, contributors, and visitors according to their designation.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="Infowise-learning" href="https://www.infowisesolutions.com/instructor-led-training" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-mild-learning-curve.png" alt="Infowise-mild-learning-curve" width="700" height="455" /></a> <h2>Infowise</h2> infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. </div>https://www.infowisesolutions.com/blog/an-understanding-of-various-microsoft--sharepoint-rolesAmir ShingrayMonday, August 26, 2019https://www.infowisesolutions.com/blog/an-understanding-of-various-microsoft--sharepoint-rolesTen ways SharePoint can Enhance Education<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Ten ways SharePoint can Enhance Education<br /><br /></span></h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft SharePoint is an excellent software for both students and teachers. In fact, one of its best use is in </span><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://support.office.com/en-us/article/videos-sharepoint-in-education-7db5f601-2e5f-4dd8-9584-5c82bc504c0e" rel="noopener">Education</a><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. SharePoint complements teaching and learning both in ways that had not been possible before. It enhances learning and teaching not just in the classroom but also beyond the classroom too. More recently, Office 365 has amplified SharePoint to an even greater extent giving students and teachers more opportunities to have improved educational experiences. Whether it&rsquo;s the regular SharePoint, SharePoint Server, or Office 365&rsquo;s SharePoint Online, it boosts productivity in and outside the classroom. So if you don&rsquo;t understand what the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">basic</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> core functionality of SharePoint is, it&rsquo;s quite simple. SharePoint is essentially a collaboration software that allows for collaboration in cyberspace. This comes handy in today&rsquo;s modern and connected world. SharePoint Online is highly recommended because it works within the Office 365 framework and provides even more to students and teachers thanks to integration with Microsoft Word Online, PowerPoint Online, Excel Online, OneDrive, and OneNote. While there are many ways SharePoint and its different iterations can help in Education, we point out ten ways how it can change the way one can teach and learn.<br /><br /></span> <ol> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_Seamless_collaboration_in" rel="noopener">Seamless collaboration in student groups</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_Document_Libraries" rel="noopener">SharePoint Document Libraries</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_saves_time" rel="noopener">SharePoint saves time</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_is_compatible" rel="noopener">SharePoint is compatible with all devices</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_enhances_distance" rel="noopener">SharePoint enhances distance learning</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_works_with" rel="noopener">SharePoint works with other Microsoft Productivity software</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_for" rel="noopener">SharePoint allows for effective communications across student groups and more</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_use" rel="noopener">SharePoint allows the use of cloud storage to save space on physical media</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_simplifies_planning" rel="noopener">SharePoint simplifies planning and progress tracking</a></li> <li style="white-space: pre-wrap; color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><a style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="#_SharePoint_allows_easy" rel="noopener">SharePoint allows <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span> setting of permissions</a></li> </ol> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Seamless collaboration in student groups</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Students are usually given group assignments. Previously, each member of the group would need to be available physically to discuss the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">assignment</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> and even collaborate. Sometimes, not every member of the group is </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">available</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> and going back and forth on texts and emails is time-consuming. At the same time, progress tracking gets even harder. These days, SharePoint aims to reduce the physical meetings to save time and work effectively. Group collaboration can simply be done online, in the cloud, via SharePoint. Discussions can be done online, and documents can be edited in real-time with other members of the group very </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. This way, time is saved, and each member can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> work on the document without issues. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Document Libraries</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">All documents uploaded on SharePoint are saved in the SharePoint document library. SharePoint Online works in tandem with Microsoft OneDrive to store documents in the cloud. Every </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> uploaded by your group will be accessible via document libraries. This way, nothing needs to be emailed, and there&rsquo;s less back and forth between group members. It also becomes an archive of work done by the group accessible anytime.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint saves time</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint allows for </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> document collaboration. For example, one can work </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easily</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> with team members on the same document, such as PowerPoint presentations. Presentation work can be divided among collaborators at the same time. Team members can work on their convenience, and that accelerates the work process and students </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">can</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> meet deadlines. At the same time, class slides and presentations can be saved on SharePoint for students to view later if they are unable to attend classes for any reason. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint is compatible with all devices</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">These days, students are working on a variety of </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">devices</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> that include laptops, desktops, tablets, and smartphones. The best part is SharePoint Online, as part of Office 365, will work on all compatible devices. So you can take your classwork home or to the library or anywhere you need to study. Whether it&rsquo;s a Starbucks or your home study, SharePoint will work on whichever device you plan to use. Your documents will be accessible from anywhere.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint enhances distance learning</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">These days the world has gotten a lot smaller thanks to technology. Education is no longer confined to a physical space such as a college, university, or school. Learning has now extended beyond the classroom. Online courses or online degree programs are becoming popular. They offer the convenience and flexibility that traditional classroom instruction doesn&rsquo;t necessarily provide. This is where SharePoint comes in because it enhances distance learning </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">exceptionally</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. Course documentation can be uploaded to the Document libraries or accessible via OneDrive. It can work hand in hand with OneNote for taking notes and tracking document progress. Teachers and students can work on documents together via SharePoint. This way, the distance between students and teachers is easily bridged. Live discussions can be held in real-time between students and teachers. This also includes live coaching and preparatory classes. The way collaboration takes place is so convenient and seamless, the student doesn&rsquo;t feel like he or she is missing out on classroom experience.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint works with other Microsoft Productivity software</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">If you use SharePoint within the Microsoft Office 365 framework, then it works seamlessly with Microsoft Word, PowerPoint, and other software. You can easily edit documents in real-time on Microsoft Word via SharePoint Online, </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">for</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> example. These documents can then be shared with collaborators everywhere across the world. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Documents</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be saved easily on OneDrive, </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">which</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> is reliable cloud storage powered by Microsoft. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows for effective communications across student groups and more</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is incredibly powerful as it works well with Microsoft Teams, Yammer, and Skype for Business as well as for team communication. Similarly, teachers and students can also collaborate in the same way thanks to Microsoft SharePoint Online. Student groups can discuss and keep noted with Skype for Business or Yammer, Microsoft Teams, OneNote and SharePoint Online all working seamlessly together. The kind of productivity one gets by working with their groups or with their educators via SharePoint Online is excellent. Simple notes can be shared, progress can be tracked, and teacher-student communication, understanding lectures, and </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">notes</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, slides- all of this is possible because SharePoint Online and its complementary software have taken collaboration and </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">communication</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to the next level. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows the use of cloud storage to save space on physical media</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">To</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> carry homework assignments, coursework, and more, students usually require flash drives or some other physical media. All that hassle is eliminated with Microsoft SharePoint, as it works </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">great</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> with cloud storage services. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">OneDrive </span>can<span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> store </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">many</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> document files </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> needed </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">the</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> cloud </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">and</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> accessible </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">from</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">any</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> device </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">anywhere</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">in</span> <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">the</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> world.</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> Since it&rsquo;s in the cloud, it&rsquo;s secure and can be transferred to others easily. You can have others access your OneDrive cloud drive as well. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint simplifies planning and progress tracking</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">With Office365, SharePoint Online is very </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">effective</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. You can use Outlook&rsquo;s online calendar that will allow you to plan, and the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">calendar</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be shared with others in your group. Teachers can have students access their Outlook calendar if needed and so can groups plan for deadlines to make sure they&rsquo;re able to deliver assignments and projects on time. Note-taking, as well, is simplified thanks to OneNote. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint allows <span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">easy</span> setting of permissions</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">When working on group projects and assignments or even in distance learning, appropriate permissions need to be set by group leaders or instructors. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Permissions</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">set</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> within SharePoint Online within Office 365 framework as well as </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">standalone</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> SharePoint and SharePoint Server. This way, only those who are part of the group projects and assignments will be allowed to work on it with ease. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This adds a layer of security so that</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> groups can work on their </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">assignments</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> without any hitches or security concerns.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Conclusion</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is an all-round collaborative software, and within its many different iterations such as SharePoint Online, SharePoint Server, and SharePoint </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">stand-alone</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, there&rsquo;s so much one can get out of it. If you&rsquo;re a student and teacher, or a student working on group projects and assignments can take advantage of its various features that save time and help them deliver their work on time. It enhances distance learning and communication </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">as</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. SharePoint has helped to bring Education and learning into the 21st century and can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">enhance</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> your learning and teaching experiences </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">extremely</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> well. <br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-3-p.jpg" alt="Infowise-SharePoint" width="700" height="550" /><br /></span> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> Business Solutions, our client list includes some of the world&rsquo;s best-known higher educational institutes, that is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their Office 365 platform, to its fullest potential to quickly build a wide variety of modern solutions, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitalization process. <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><br /></span> </div>https://www.infowisesolutions.com/blog/ten-ways-sharepoint-can-enhance-educationAmir ShingraySaturday, August 24, 2019https://www.infowisesolutions.com/blog/ten-ways-sharepoint-can-enhance-educationAn overview of Microsoft SharePoint-1<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Microsoft has been at the forefront of offering productivity solutions to various kinds of business and conventional customers. Office 365 is an all-round productivity suite that takes all your favourite Microsoft Office apps like Word and PowerPoint on the cloud. Then there's SharePoint. SharePoint Online is also part of Office 365. SharePoint is a powerful collaborative tool for teams and works with OneDrive for cloud file storage. It's a great platform that allows seamless collaboration with teams all across the organization regardless of geographical location. Wherever your team is, SharePoint bridges that distance. It works with all your favourite Office applications, so you're covered wherever you go. Whether its physical or virtual collaboration, you can count on SharePoint to help you and your team to get the job done.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The best thing about Microsoft Office 365 is that all the included software are designed to complement each other. For example, we know already how SharePoint and OneDrive work so well in tandem with each other. Then, there's Word, PowerPoint, and Excel, that can work with OneNote and SharePoint. OneDrive will store all your documents and presentations in the cloud. This way everything is available as and when you need it. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Document Library</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The SharePoint Document Library is an excellent resource to store all your essential files and documents that can be used for collaboration. These will be accessible from any part of the world with any compatible device. The </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">documents</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> can be edited offline if you have the desktop version of SharePoint, but for the most part, document editing is done online because it's more convenient to save them in the cloud for easy access. </span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Allows for Seamless Collaboration</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">It's effortless for multiple users to edit and work on documents at the same time in real-time. Like Google Docs, you'll know everyone that's working on your </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> at the same time, but SharePoint is more potent because it's part of the entire Microsoft Office 365 software suite. It's brilliant, practical, convenient, and saves time. Users can be logged on to SharePoint from different devices, mobile or desktop. This way, you and your team are always connected wherever they are. One excellent example here for teacher-student collaboration is as follows. A student is part of a distance learning program or for some reason, unable to attend his classes. All he needs to do is to read up on class notes left by friends or teachers and then submit the required assignment via SharePoint where the teacher can access the document and work on it. It's impressive how SharePoint can enable this kind of seamless collaboration so well.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint Site Creation</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">You can easily create project and group sites with Microsoft SharePoint. If you use Office 365, which is highly recommended, the site can easily be created from the home page. That also creates a group within the Office 365 environment for you and your collaborators, teammates and group. The sites can be easily shared with others if and when needed. Since the site is created within Office 365 and SharePoint, you and your team can work in both places if required. Permissions can be created for other people outside the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">team</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to have access to it as well. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Document Edit History is Maintained by SharePoint</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">A document, presentation, or a spreadsheet goes through various changes as the student works on it. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">It's possible that</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> the student may require to go back to an earlier version of the document. In most cases, when one uses regular Word or PowerPoint, document history is usually not available or only saved temporarily. Most times, it's hard to go back to a past edit, especially when it's gone through so many changes. SharePoint maintains a history of your document, so it's easy to go back in time and edit on an earlier version of the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">. The </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> history is located on the SharePoint Server. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Everyone on the Team has Access to Latest Document</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">When working in teams, everyone wants access to the latest document. If five people, for example, are working on the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">, then whenever one of them makes changes to it, the changes are synchronized to all of the users of the </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">document</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> seamlessly. It doesn't matter which device the team members are using. Each of the collaborators will have the latest changes synced, and they could access the most recent document from any compatible device.<br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint and Compatible tools</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint is more powerful when combined with other applications, especially within the Office 365 framework. To keep track of document changes, one can use OneNote to document any changes made to it. Calendars can be shared where vital deadlines and dates can be shared with members of the team. It's also a lot easier to break down tasks into smaller ones, and then use the calendar to mark deadlines for each of them. This way, everyone is aware of the work done on the document and how much time is remaining for the smaller subtask. </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">To</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> communicate with members of your team, you can use Yammer or Skype for Business. <br /><br /></span> <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">SharePoint does everything!</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">SharePoint does everything from creating, sharing, and collaborating. It works equally well with content created elsewhere, and if you work within the Office 365 environment, the benefits are even more significant. It's extremely flexible. It's dependable and has been around for a good 18 or so years now. It's time-tested and backed by Microsoft, and you're getting the best in one software. There's a whole lot more you can discover once you start using Microsoft SharePoint. It's recommended to use SharePoint Online as its part of Microsoft Office 365, and that's where your productivity is greatly amplified. SharePoint puts the power and control firmly in the hands of you and your team and backs you at every step. Simply put, it does everything!<br /><br /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-3-p.jpg" alt="Infowise-SharePoint-Features" width="700" height="550" /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> <h1>Infowise</h1> Here at Infowise Business <a title="Infowise Business Process Solutions" href="https://www.infowisesolutions.com/solutions">Solutions</a>, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. </div>https://www.infowisesolutions.com/blog/an-overview-of-microsoft-sharepoint-1Amir ShingrayThursday, August 22, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-sharepoint-1Save and Edit buttons on SharePoint Modern formsHi, New feature update: you can now add <em>Save and Edit</em> buttons to your Modern forms, created by Form Designer. Once clicked, the form will save the item, then load it again in the Edit form for further editing. Why would you want to do that? <ol> <li>Save your changes and continue editing. In larger forms it might make sense to save your work in the middle</li> <li>View changes performed by Actions. All your synchronous actions will be executed when the item is saved and the changes will be reflected on the form</li> <li>Load different, Edit form, from New form.</li> </ol> How is it different from our existing Redirect option? When using the form-level redirect, every save results in redirect, both from any save button and from the toolbar. With Save and Edit, you can have both regular Save buttons (which will work according to redirect settings of the form) and Save and Edit buttons, that always take you to the Edit form. Note that the browser will remain on the same page, but the whole form will be reloaded, which means that any rule that you have will be executed, including permission rules.https://www.infowisesolutions.com/blog/save-and-edit-buttons-on-sharepoint-modern-formsVladi GublerThursday, August 15, 2019https://www.infowisesolutions.com/blog/save-and-edit-buttons-on-sharepoint-modern-formsAn Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center <h2>An Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center</h2> Security and compliance are two significant concerns for businesses, especially in IT and financial services, and Microsoft realizes that. For businesses to make sure they&rsquo;re safe when it comes to security and <code>compliance,</code> Microsoft had an excellent solution known as the Microsoft 365 Security and Compliance center. It has since been replaced by two separate software solutions known as Microsoft 365 Security Center and Microsoft 365 Compliance Center respectively. There&rsquo;s even a different Office 365 Security and Compliance Center that has been around since 2015. The article focuses more on the recent apps- Microsoft 365 Security Center and Microsoft 365 Compliance Center that&rsquo;s replacing the Microsoft 365 Security and Compliance Center. <h2>Microsoft 365 Security Center</h2> The new Microsoft 365 Security Center gives you all the security features you need for your apps, devices, infrastructure, and more. It&rsquo;s a dedicated dashboard to fulfil all your security requirements. It analyzes your system and gives you a Security Score. It shows how secure your system and data are. It gives you options and areas where you can improve security on, and it&rsquo;s quite useful for IT admins. The dashboard will give you recommendations and let you take action on critical and even less critical issues as you see fit.<br />The main dashboard shows you all the security options at a glance, and you can click individual tabs for the more detailed look in the area you are interested in learning more of and improving. If you&rsquo;re an E3 or E5 customer, you can get alerts from various complementary Microsoft services such as Microsoft Cloud App Security, Office 365 ATP, Azure AD, and Microsoft Defender ATP.&nbsp;You can get even more proactive by doing real-time security checks as and when you need. You can schedule automatic checks of your entire organizational system. It&rsquo;s very powerful and ensures you&rsquo;re always a step ahead of malicious hackers who may want to send attacks to your system. You can protect different files and documents and other data in different ways by classifying them for specific kinds of protection.<br />Just like user privileges on Windows, you can assign them the same in the Security Center. You can decide which user can have access to what areas on the software. You can be admin and have another staff member to be the same too. Similarly, other users can have limited roles as per your preference. The user interface is quite user-friendly, and novices will find the learning curve barely steep. The dashboard will even give you access to detailed reports on the security status of your organization. All kinds of reports, and also customized ones can be accessed at a click of a button. <h2>Microsoft 365 Compliance Center</h2> <br />The Compliance Center makes sure your business is complying with regulations. It takes a look at your organization and offers solutions to boost your compliance. It helps you meet complicated compliance obligations thanks to tailored recommendations.<br />All the necessary compliance features such as sensitivity, retention labels, policies, data loss prevention (DLP), eDiscovery, case management, Cloud App Security, data subject requests (DSRs), eDiscovery and data governance are all accessible via the dashboard. It will point out all the missing links and help you fix issues via actionable insights.<br />Just like the Security Center, it has different tabs for its various areas that can be accessed directly from the dashboard. Once you start it, you&rsquo;re greeted by a helpful and friendly welcome banner that helps you get your organization correctly set up. Just like the Security Score in the Security Center, you get a scorecard as well from the Assess screen. It shows how your organization fares in terms of data security and compliance. Your scorecard is known as the Microsoft Compliance Score Card, and from there, you can visit the Compliance Manager. The Compliance Manager allows you to assess your configurations and tweak them to your preferences and possibly move your compliance score up too.&nbsp;<br />In the same area, you&rsquo;ll have access to two cards. One card will detail the organization&rsquo;s cloud app compliance, and the other will be about all the users sharing files in the organization. More data options can be explored via other links and even one on Cloud App Security. The next tab, known as Protect. So here, you have access to several cards that, on a higher level, give you access to everything you need to know about your organization&rsquo;s labels, DLP, shadow apps, third-party apps, shared files between the user and other things. Whenever you select a card, it will provide you links to reports on all the above areas so you can take the right actions.<br />Finally, the Respond section is equally <code>important.</code> The two cards here refer to active alerts and pending items, respectively. Once you go to each section, it will give you the complete information on status, severity, and what category they belong to, among other things. This way, you can respond to each issue presented to you one at a time. The left navigation panel gives you access to even more areas such as policies, alerts, reports, classification and solutions about compliance.<br />The best part about both the security and compliance center apps are that navigation is exceptionally user-friendly. All the information is entirely detailed, so you&rsquo;re always kept updated on changes in your security and compliance status.<br />With Microsoft 365 Security Center and Microsoft 365 Compliance Center, you get two compelling software solutions for your organization&rsquo;s security and compliance requirements. The tech giant has put a lot of options for you under the hood of each app to make sure your organization is prepared for the latest security threats and always adhering to compliance regulations. Microsoft will continue to bring more features to these two already excellent enterprise apps. Your enterprise is in safe and superior hands with Microsoft 365 Security Center and Microsoft 365 Compliance Center.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Office-365-features-2-p.jpg" alt="Infowise-Powerful-Enterprise-Apps" width="700" height="619" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes <a title="Business Process Solutions" href="https://www.infowisesolutions.com/solutions">solutions</a> for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <br />&nbsp;https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and---microsoft-365-compliance-center-Amir ShingrayTuesday, August 13, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and---microsoft-365-compliance-center-Action buttons in Form Designer and moreHi, We are excited to reveal new features in our Form Designer for SharePoint 2013+ and SharePoint Online. You can now add buttons to your form that set column values on demand. For instance, you can add a button to "approve" your vacation request, that will set approval status, approval date and maybe the name of the approver, with just one click. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/button08092019.png" alt="" width="320" height="398" /> You start by dragging a button on your form and placing it anywhere, even within a tab (BTW, you know that you can assign permissions to anything in Form Designer, even to a button?). Set a <em>label</em> you want, you can also choose the prominence <em>level</em> of your button (primary, which stands out, or default). Next, under <em>Type</em> select <em>Action</em>. You can now assign values to the columns in the list. Note that although those can only be writeable columns (for instance, you can't set a value to Created By), the actual permissions on the column do not matter, it can be Write, Read, Hidden or even completely absent from the form, as long as it's writeable on the list level. On the right-hand side you will use the value picker to assign the value to a static, typed-in value, to a column value or even to a function result, everything is supported. When you map more than one column, you can change the order of the actions. Note that the actions will executed in that order, so you can potentially reference a column you set a value to in the previous action later on, within the same button click. Another useful feature is the execution confirmation, you can add that to any kind of button, not just to Action buttons. The user will be asked to confirm the button click in a popup prompt, you can even specify what message will appear there. <h3>Query String Parameters in Pop-ups</h3> Our customers have been asking us to add this feature to Form Designer as it's heavily used in classic forms. When adding a new child item in Associated Items column, we pass the column values from the parent in the URL, so they can then be used in the default value rules on the child form. Basically, you can reference any parent column through a parameter named "iwfv_&lt;internal name of parent column&gt;", such as iwfv_Title. In Form Designer it's now also possible, both in Associated Items and in Connected Lookup (!). You can reference the parent column values in the same exact way, through default value rules. These features are already live in Office 365 and will be available on premises in the next version.https://www.infowisesolutions.com/blog/action-buttons-in-form-designer-and-moreVladi GublerFriday, August 9, 2019https://www.infowisesolutions.com/blog/action-buttons-in-form-designer-and-moreNew Client Onboarding in the Digital Banking IndustryDigital banking is becoming quite popular among Gen-Z because of the convenience it offers to them. To get new customers &lsquo;on-board,&rsquo; innovation readiness is quite crucial. The onboarding process should be completely automated, secure, and transparent. All terms, conditions, and rules should be carefully spelt out for end users. Each customer should be treated as an individual. Customization is key to get prospective clients interested in signing up. Every customer has different banking needs so that tailor-made experiences would be ideal. In traditional banking, customers get on-boarded by a human representative who makes them feel comfortable. They help you with filling out all the paperwork, answer all your questions, and get signed up. In digital banking, all this is done via technology. Fillable forms are utilized, which means that all the information required is presented in front of you. Sometimes, chatbots and live representatives can be provided to give real-time help and support, especially when the forms are a little too extensive. Digital banks need to have the right tools and web infrastructure to be ready to onboard customers. They don&rsquo;t need to turn anyone off from signing up. As long as the forms are simple and not too cumbersome, the customer will get comfortable, and within a short time, the onboarding will be complete. <h1>What is digital client onboarding?</h1> Before we get into digital onboarding, we need to understand what onboarding actually means. In simple terms, it describes the process to welcome clients on to your business, in this case, a financial institution. How a potential customer becomes, a client is what onboarding entails. It includes all the paperwork, documentation and identity verification that happens each time you walk into a bank to open an account. According to <a href="https://www2.deloitte.com/content/dam/Deloitte/lu/Documents/technology/lu-digital-onboarding-financial-services-digital-natives-112017.pdf">Deloitte</a>, &ldquo;Onboarding is a specific process that requires identifying customers and verifying their identity with a high level of security and low level of risk.&rdquo; Digital onboarding, on the other hand, is pretty much the same thing except everything is done online from the convenience of your phone, tablet, laptop, or desktop. Since everything is digital, you never have to walk inside a bank. In fact, there may never be a physical branch for that bank at all. Digital onboarding is ideally seamless and convenient, so you&rsquo;re signed up in just minutes as long as you have your valid identification ready. In a digital future, this kind of onboarding will become commonplace, so traditional and digital banks are implementing convenient and user-friendly onboarding. <h1>What are the steps for proper risk-free client onboarding</h1> There are a few steps required to ensure proper risk-free client onboarding. The idea of documentation here is simply filling out forms online. That&rsquo;s how banks collect client data digitally. It would be the same as filling paper forms in front of a banker at a branch. All this is simply done online where you just fill in your basic information. Once that&rsquo;s done, banks and other financial institutions have to verify the client data through anti-impersonation solutions. This is to protect clients and the financial institution for any potential identity theft. That brings us to the next step, which is when banks have to verify their new clients&rsquo; identity and ensure compliance to regulations drawn out by financial regulatory authorities. Such regulations would include AML, which is related to Anti Money Laundering, for example. <h1>What Technology is required for client Onboarding in the financial services industry?</h1> When it comes to digital onboarding, it&rsquo;s about utilizing current technology to provide a seamless solution for clients to hop &lsquo;on board.&rsquo; For example, according to Deloitte, Optical Character Recognition or OCR is one technology that can be used when collecting clients&rsquo; static data, identification documents, and verifying the accuracy of the collected data that are scanned by customers. These documents would include anything from a driver&rsquo;s license to passport or a national ID card. Anti-impersonation is important to ensure that customers or prospective clients are exactly who they claim to be. Whatever documents the prospective client submits needs to match their identity to ensure there&rsquo;s no identity fraud. In the UK, Knowledge-based Authentication technology is commonly used, while Facial Recognition is more common in the United States. Further verification of the identity is done via the &lsquo;Know Your Customer&rsquo; aka KYC technology. In order to comply with AML/ CTF regulations, this helps bank fact check customer data via background checks on the static data that was input by them when applying for an account. It even helps examine risks that each potential customer would present. This is known as contemporary risk. In normal circumstances, one signs documents with pen on paper. How can one do that digitally? Technologies such as an electronic signature or e-sign is a surety that both the customer and institution have signed a contractual agreement that is binding. <h1>What are the benefits of proper client onboarding?</h1> The number one benefit to proper client onboarding is earning the prospective client&rsquo;s trust. Redefining the user experience is vital to a solid onboarding experience. At the end of the user interface or UI is one that the prospective digital client interacts with the most on the financial institution&rsquo;s website. Everything is accessible and transparent; this includes all the fine print, rules, regulations, terms and conditions. Since everything is digital, there&rsquo;s no need for paper or worrying about saving folders or stacks of paper. One can access everything online as long as everything is laid out properly. <h1>What is Microsoft office 365 adding to enhance client onboarding for the financial services?</h1> What&rsquo;s important in client onboarding, especially digitally, is that the process is completely seamless for the end-user. The end-user here would be a prospective client. The UI needs to be clean, easy to understand and use, and should optimize for both desktop and mobile devices. The customer pain points need to be considered when designing an effective onboarding process. A proper customer journey should be outlined before designing the onboarding process. Everything from the initial stage when the customer loads the first landing page or in this case, the welcome page, should be entirely user-friendly. That&rsquo;s where the journey begins and ends when the application is finally submitted. A thank you page pops up with an email confirmation sent as well. Confirmation can be sent to a cellphone as well. Keeping all this in mind, Microsoft Office 365 presents an all-in-one solution for client onboarding. Since Office 365 runs in the cloud, all customer data can be seamlessly stored in the cloud and would allow the UI to be always online as well. Office 365 is also compliant with regulations from financial regulatory authorities, so that&rsquo;s an additional benefit. The customer data can be compiled properly and can be used for background checks, and so on. A proper client database can be maintained and updated with each new client acquisition. Office 365 can be extremely vital for all client onboarding initiatives undertaken by digital banks or those traditional banks that have a digital wing.<br /><br /> <h2><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-office365-sharepoint-financial-services" width="700" height="581" /><br /><br /></h2> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp;https://www.infowisesolutions.com/blog/new-client-onboarding-in-the-digital-banking-industryAmir ShingraySaturday, August 3, 2019https://www.infowisesolutions.com/blog/new-client-onboarding-in-the-digital-banking-industryAn Overview of Microsoft 365 Security Center and Microsoft 365 Compliance Center<div style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Security and compliance are two critical concerns for businesses, especially in financial services, and Microsoft realizes that. For </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">businesses</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> to make sure they&rsquo;re safe when it comes to security and compliance, Microsoft had an excellent solution known as the Microsoft 365 Security and Compliance center. It has since been replaced by two separate software solutions known as Microsoft 365 Security Center and Microsoft 365 Compliance Center respectively. There&rsquo;s even a different Office 365 Security and Compliance Center that has been around since 2015. This article focuses more on the recent apps- Microsoft 365 Security Center and Microsoft 365 Compliance Center that&rsquo;s replacing the Microsoft 365 Security and Compliance Center.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Microsoft 365 Security Center</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The new Microsoft 365 Security Center gives you all the security features you need for your apps, devices, infrastructure, and more. It&rsquo;s a dedicated dashboard to fulfil all your security requirements. It analyzes your system and gives you a Security Score. It shows how secure your network and data are. It gives you options and areas where you can improve security on, and it&rsquo;s quite useful for IT admins. The dashboard will provide you with recommendations and let you take action on critical and even less critical issues as you see fit.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The main dashboard for the Center shows you all the security options at a glance, and you can click individual tabs for a more detailed to deep-dive into the areas you are interested in learning more about how to make more secure. You&rsquo;re an E3 or E5 customer; you can get alerts from various complementary Microsoft services such as Microsoft Cloud App Security, Office 365 ATP, Azure AD, and Microsoft Defender ATP.&nbsp;You can get even more proactive by doing real-time security checks as and when you need. You can schedule automatic checks of your entire organizational system. It&rsquo;s a potent tool that ensures you&rsquo;re always a step ahead of malicious hackers who may want to send attacks to your network. You can protect different files and documents and other data in different ways by classifying them for specific kinds of protection.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Just like user privileges on Windows, you can assign them the same in the Security Center. You can decide which user can have access to what areas on the software. You can be admin and have other personnel to be the same too. Similarly, other users can have limited roles as per your preference. The user interface is quite user-friendly, and novices will find the learning curve barely steep. The dashboard will even give you access to detailed reports on the security status of your organization. All kinds of reports and also customized ones can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be accessed</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> at a click of a button.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h1 style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; font-weight: normal;">Microsoft 365 Compliance Center</h1> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The Compliance Center makes sure your business is complying with regulations. It takes a look at your organization and offers solutions to boost your compliance. It helps you meet complicated compliance obligations thanks to tailored recommendations.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">All the necessary compliance features such as sensitivity, retention labels, policies, data loss prevention (DLP), eDiscovery, case management, Cloud App Security, data subject requests (DSRs), eDiscovery and data governance are all accessible via the dashboard. It will point out all the missing links and help you fix issues via actionable insights.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Just like the Security Center, it has different tabs for its different areas that can be accessed directly from the dashboard. Once you start it, you&rsquo;re greeted by a helpful and friendly welcome banner that helps you get your organization adequately set up. Just like the Security Score in the Security Center, you get a scorecard as well from the </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Assess </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">screen. It shows how your organization fares in terms of data security and compliance. Your scorecard is known as the Microsoft Compliance Score Card, and from there, you can visit the Compliance Manager. The Compliance Manager allows you to assess your configurations and tweak them to your preferences and possibly move your compliance score up too.&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">In the same area, you&rsquo;ll have access to two cards. One card will detail the organization&rsquo;s cloud app compliance, and the other will be about all the users sharing files in the organization. More data options can </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">be explored</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> via other links and even one on Cloud App Security.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">This</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> brings us to the next tab, known as </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Protect. </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">So here, you have access to several cards that, on a higher level, give you access to everything you need to know about your organization&rsquo;s labels, DLP, shadow apps, third-party apps, shared files between the user and other things. Whenever you select a card, it will provide you links to reports on all the above areas so you can take the right actions.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Finally, the </span><strong style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">Respond </strong><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">section is equally important. The two cards here refer to action alerts and pending items, respectively. Once you go to each section, it will give you the complete information on status, severity, and what category they belong to, among other things. This way, you can respond to each issue presented to you one at a time. The left navigation panel gives you access to even more areas such as policies, alerts, reports, classification and solutions about compliance.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">The best part about both the security and compliance center apps are that navigation is exceptionally user-friendly. All the information is entirely detailed, so you&rsquo;re always kept updated on changes in your security and compliance status.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">With Microsoft 365 Security Center and Microsoft 365 Compliance Center, you get two compelling software solutions for your organization&rsquo;s security and compliance requirements. The tech giant has put </span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">a lot of</span><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> options for you under the hood of each app to make sure your organization is prepared for the latest security threats and always adhering to compliance regulations. Microsoft will continue to bring more features to these two already excellent enterprise apps. Your enterprise is in safe and competent hands with Microsoft 365 Security Center and Microsoft 365 Compliance Center.<br /><br /></span> <h1><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharpoint-office365-financial-services" width="700" height="581" /></h1> <h1>Infowise</h1> Here at Infowise Business Solutions, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. <p style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="white-space: pre-wrap; color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</span> </div>https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and-microsoft-365-compliance-centerAmir ShingrayFriday, August 2, 2019https://www.infowisesolutions.com/blog/an-overview-of-microsoft-365-security-center-and-microsoft-365-compliance-centerComparing Cascading Drop-downs in Ultimate Forms and PowerApps FormsI&rsquo;ve been spending a lot of time working with PowerApps Forms lately, and my general impression is that it&rsquo;s a powerful tool in the right hands. But I really think those hands need some serious development experience to make things work. Ultimate Forms provides a no-code solution that&rsquo;s simple to implement compared to SharePoint PowerApps Forms. Of course, both names are a little bit of an understatement &ndash; both tools can do a lot more than just create forms. But the amount of time and energy to generate similar results is typically much, much lower in Ultimate Forms. Cascading lookups are a good example of the different levels of effort required to construct solutions. First of all, in PowerApps cascading lookups are only available if you build a custom form. In Ultimate Forms, Connected Lookups are a feature that are available in all lists, whether you make a custom form or not. Both tools require you to start by creating your lookup tables &ndash; say for instance, category and item, or country and city. In PowerApps, you need to add dummy text columns into your list &ndash; you&rsquo;ll be populating them later, for now they&rsquo;re just placeholders. This isn&rsquo;t needed in Ultimate Forms. This is the point where things really diverge. With Ultimate Forms, you go into the Connected Lookup feature and create your cascading dropdown fields and connections with a few simple menu choices. Done. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-41-16.png" alt="" width="700" height="338" /> With PowerApps, you&rsquo;re really still at the beginning of the process. Here are the remaining major steps: <ol> <li>Create the custom form &ndash; this is the easiest part, it&rsquo;s just a click on the menu bar</li> <li>Remove and/or hide the unwanted fields that PowerApps <u>always</u> installs in a form (Title and Attachments)</li> <li>Change the dummy fields you created earlier from text fields to &ldquo;allowed value&rdquo; control types &ndash; this is a multi-step process that needs to be done individually for all lookup fields</li> <li>Connect the associated lists to the revised fields &ndash; one at a time, another multi-step process</li> <li>Unlock the data cards for the revised fields so that they can be edited</li> <li>Configure the controls for each data card to link them to the data in the correct order &ndash; this requires editing the code for multiple properties</li> </ol> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-45-37.png" alt="" width="700" height="389" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-48-35.png" alt="" width="700" height="394" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-49-38.png" alt="" width="700" height="394" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/R2019-07-30_8-59-02.png" alt="" width="700" height="394" /><br />I think that this definitely qualifies as more complicated than Ultimate Forms. And one more important difference &ndash; you can only use PowerApps Forms with the SharePoint Modern Experience. Ultimate Forms works in both Modern and Classic experiences, giving you more flexibility. <p style="text-align: center;"><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-42-51.png" alt="" width="700" height="576" /><br /><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-29_17-45-15.png" alt="" width="700" height="299" /> So, if you&rsquo;re looking for ease of use, speed, and the ability to create solutions without advanced development skills, and without the high cost of developer man-hours, it&rsquo;s pretty easy to see why Ultimate Forms may be the best choice for your organization!https://www.infowisesolutions.com/blog/comparing-cascading-drop-downs-in-ultimate-forms-and-powerapps-formsPhil GoldTuesday, July 30, 2019https://www.infowisesolutions.com/blog/comparing-cascading-drop-downs-in-ultimate-forms-and-powerapps-formsSupport for Managed Metadata in Modern formsHi, Happy to announce that we are now supported Managed Metadata columns in the Modern forms generated by Form Designer. Both single and multiple selection modes are supported. Note that some specific features, such as term path or "fill-in" values are not currently supported.https://www.infowisesolutions.com/blog/support-for-managed-metadata-in-modern-formsVladi GublerMonday, July 29, 2019https://www.infowisesolutions.com/blog/support-for-managed-metadata-in-modern-formsMicrosoft Azure Cloud Services vs. Amazon AWS services - When Cloud Giants Clash, Users Benefit Competition is healthy for the end-user. When two rivals clash in any industry, the ones who benefit most are customers. When Microsoft and Apple clashed, we saw some amazing products, whether it was the latest Windows or iOS operating system or the latest iPhone or Windows-powered devices. An even better example was when Sony and Microsoft competed on video game consoles. The Xbox and PlayStation consoles kept getting better with each generation offering consumers more choice and better products.<br />Similarly, cloud computing is a growing industry, and global tech giants have joined in on the bandwagon. Two major players are Microsoft Azure Cloud Services and Amazon Web Services (AWS). With these two giants competing with each other, the benefits go to the end user because each of them will try to out-do each other. Amazon Web Services and Microsoft Azure are two very powerful technologies and depending on your needs; you can choose either service. Both will offer a solid set of features so it may be difficult, but we&rsquo;ll try to make it easier for you by giving you an overview of both and see where they clash. <h1>Amazon Web Services</h1> Amazon Web Services started in 2006 and has come to a very popular cloud services provider since then. AWS&rsquo;s cloud hosting and storage are known to be extremely reliable. The <a href="https://aws.amazon.com/what-is-aws/">official website</a> claims it offers an array of 165 services from data centers all around the world. Two major components of AWS are Amazon Simple Storage Service (S3) and Elastic Compute Cloud (EC2). S3 is AWS&rsquo;s storage service component where you can store huge amounts of data via the object storage design. You get a fully functional web interface and can even host static websites as well. Space is scalable so if your needs change and require more storage space, it can be scaled to your requirements. That kind of flexibility is Amazon&rsquo;s hallmark. Amazon&rsquo;s website runs on this platform for data storage needs. This is proof that if Amazon&rsquo;s web infrastructure is using S3, then you can count on it yourself. There&rsquo;s 99.9% downtime which is hardly noticeable and negligible. Web applications or any kind of applications that require to be hosted on the cloud can utilize Amazon EC2. The cloud space used to install and run applications is known as an instance by Amazon. As and when you want, you can terminate any instance not needed or add more, which is what the &lsquo;elastic&rsquo; component refers to. Once again, Amazon provides an extremely flexible service for its cloud customers. Web apps could be websites or other kind of applications that require cloud storage. It&rsquo;s pretty impressive technology, and it&rsquo;s backed by Amazon- a brand name one can count on. It&rsquo;s a reputation built over two decades for reliability and trust. So with S3 and EC2, you get two amazing cloud storage options that businesses all over the world can use. Datacenters are global, so you&rsquo;re never short of storage and data is always accessible. Websites can be hosted via EC2 that is dynamic instead of static. E-Commerce websites or regular blogs or major business websites, whatever you want, can be hosted and ran on EC2. As your web traffic increases, you can scale your resources and how you see fit. Amazon AWS has been an attractive cloud computing option for <a href="https://aws.amazon.com/financial-services/">financial services providers</a> to migrate to the cloud. Several financial services companies have adopted cloud computing technologies. One such example is UK&rsquo;s Starling Bank that is an entirely digital bank and runs on Amazon AWS. One major US bank known as Capital One has taken advantage of the powerful features of AWS. All Capital One company applications since 2015 have been running on the cloud via AWS. That goes to show that AWS has been a viable cloud computing platform for financial services providers globally, and the success is evident as seen with Starling and Capital One. <h1>Microsoft Azure</h1> Now, Microsoft Azure is an equally solid option when compared to AWS. It was launched by Microsoft in 2010, and it&rsquo;s another impressive cloud computing service. We talked about Amazon&rsquo;s brand appeal and how it implies trust and reliability. Microsoft is no different. This tech giant is a household name. From the days of MS-DOS to Windows to Xbox to now Azure, Microsoft has always been innovative. It&rsquo;s one of the most diverse tech and software companies in the world. Bill Gates transformed it into a global giant, and the name means business. When you get Azure, you&rsquo;re getting decades&rsquo; worth of technology packed in one nice package. It's brilliant how Microsoft has shaped computing and technology as we see it today. Azure is a cloud computing platform that offers an immense amount of options depending on your needs. Website publishing, application hosting, virtual machines and more- it all comes under Azure. Virtual machines running both Windows and Linux can be utilized. Preconfigured virtual machines can also be provided for different kinds of software packages. Windows and Linux are two of the world&rsquo;s most widely used operating systems. The former, especially, has been around since the mid-1980s, and since Windows 95, the platform has been extremely popular globally. Microsoft Azure is a very powerful platform for cloud computing. For example, the <a href="https://docs.microsoft.com/en-us/azure/architecture/aws-professional/services">Machine Learning Service</a> can train, automate and deploy machine learning models. The Bot Framework can help you connect with customers on different channels such as Skype, Twitter, Microsoft Teams, Office 365, Slack, and more via bots. Azure Batch can allow you to run powerful cloud-hosted applications seamlessly. As with Amazon AWS, Microsoft Azure has been a viable alternative for cloud computing <a href="https://azure.microsoft.com/en-ca/industries/financial/banking/">for financial services companies</a>. The feature set and options available in Azure are extremely powerful, and the tools available are essential for financial services companies to move to the cloud. A few examples of financial services companies that have harnessed the power of Azure include TD Bank, Redwood Bank, Nedbank and more. Canadian giant TD Bank is at the forefront of cloud computing thanks to Azure. Similarly, we see a cloud revolution in banking in Africa, thanks to Nedbank. UK&rsquo;s Redwood Bank is revolutionizing banking in the cloud there. <a href="https://azure.microsoft.com/en-ca/industries/financial/banking/">Group COO of Kuwait Finance House Mazin AlNahedh</a> is quoted to have said, &ldquo;If I could advise someone interested in digital transformation, my advice is a partner with Microsoft. It is not about technology. It cannot be. It is about the quality and depth of the partner you work with to implement your digital vision.&rdquo; Endorsement from banks and financial services companies worldwide shows how much Azure has helped banking institutions and such to transform their services in a way to take advantage of the benefits of cloud computing.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharepoint-office365-financial-services" width="700" height="581" /> <h1>Infowise</h1> Here at <a title="Infowise Financial Solutions" href="https://www.infowisesolutions.com/">Infowise</a> Business <a title="Business Process Solutions" href="https://www.infowisesolutions.com/solutions">Solutions</a>, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform, including SharePoint, to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Whether your preference is Microsoft Azure or Amazon AWS, our partners will assist and guide you on how best to get your financial institution on the cloud like so many others have taken advantage of. If you are unsure, then they can guide you on what works best for the institution&rsquo;s needs and customized solutions can be provided to fit the requirements. Cloud computing is the future, and the future is now. If you want your financial institution to widen its footprint in the cloud and be part of the digital transformation, then Infowise Business Solutions and its partners can help you. &nbsp;Please visit our &nbsp; <strong>References:</strong> <a href="https://azure.microsoft.com/en-ca/overview/azure-vs-aws/">https://azure.microsoft.com/en-ca/overview/azure-vs-aws/</a> <a href="https://aws.amazon.com/financial-services/">https://aws.amazon.com/financial-services/</a> <a href="https://azure.microsoft.com/en-ca/industries/financial/">https://azure.microsoft.com/en-ca/industries/financial/</a> &nbsp; &nbsp; &nbsp; &nbsp;https://www.infowisesolutions.com/blog/microsoft-azure-cloud-services-vs.-amazon-aws-services---when-cloud-giants-clash,-users-benefit--Amir ShingrayThursday, July 25, 2019https://www.infowisesolutions.com/blog/microsoft-azure-cloud-services-vs.-amazon-aws-services---when-cloud-giants-clash,-users-benefit--Thanks to Microsoft Azure and Amazon AWS, Financial Services are Jumping onto the CloudSome of the largest global financial institutions have moved to cloud, including the Canadian giant TD Bank, Bank of America, and Metlife.<br />According to PWC research, "mainstream Financial Institutions are rapidly embracing the disruptive nature of FinTech and forging partnerships in efforts to sharpen operational efficiency and respond to customer demands for more innovative services." Funding is moving from a venture capitalist dominated field towards more mainstream investments. PWC's report states that "According to research based on data from PWC's DeNovo platform, funding of FinTech startups has increased at a compound annual growth rate (CAGR) of 41% over the last four years, with over US$40 billion in cumulative investment. Cutting-edge FinTech companies and financial innovation are changing the competitive landscape, and are redrawing the lines of the Financial Services industry."<br />Major global banks are now jumping in on the cloud bandwagon to offer innovative and exciting experiences to their customers. "We are shaping the future of banking in the digital age by creating personalized, connected and legendary experiences across all of our channels," says Bharat Masrani, Group President and Chief Executive Officer, TD. He continues, "Our strategic relationship with Microsoft will help accelerate and fuel new and innovative banking experiences for our customers, clients and colleagues." <br />Bank executives realize the power and potential of cloud computing and how it can impact their business in the digital age. Investment in cloud computing continues to grow now on a global scale. American Banker reports that "seventy-one percent of bank executives surveyed in a recently released report says they plan to invest more in cloud computing, nearly four times the figure a year earlier, according to PricewaterhouseCoopers." <br />How Does Cloud Computing Benefit the Financial Industry?<br />The financial industry can benefit from cloud computing. The ever-growing need for storage space, security, reliability, convenience, flexibility and accessibility are all reasons for financial services companies to take advantage of cloud computing. Cloud computing ensures that financial services will remain relevant in the digital future and provide their customers with the most innovative services possible. We have discussed in detail about the benefits of cloud computing to the financial industry below. <h2>Security</h2> <br />Leading cloud providers such as Amazon, Microsoft, and Google have been monitoring regulatory developments to help their financial services clients stay ahead in all aspects of security and compliance.<br />The three areas regulators seem to focus on including Data Security, Cyber Security, and Risk Management.<br /><strong>Data Security</strong>: Regulators expect financial institutions to implement controls and safety measures to protect the security and confidentiality of data stored in the cloud.<br /><strong>Cyber Securit</strong>y: Financial regulators expect financial institutions to maintain a strong cybersecurity posture. In the cloud, security is a shared responsibility between the cloud provider and the customer.<br />Cloud providers offer multilayered security protocols, penetrations scans, and conduct security audits to assess vulnerabilities. <br /><strong>Risk Management</strong>: Compliance regulations require financial services to have a robust risk management process. To achieve that, cloud customers need to have an ongoing monitoring plan to ensure that they can have a timely response to any eventual risks in the cloud environment. All three major cloud service providers offer a set of governance and traceability tools. &nbsp; <h2>Cost-Effectiveness</h2> <br />Working on the cloud comes with huge cost-cutting benefits for the financial industry. Continuous investments on IT infrastructure, installations, updating, and maintenance are major expenses Banks and Insurance companies will not have to deal with when they move to a cloud service. Add to that cost of personnel, training, and administrative cost that is required to operate and maintain on-premise facilities. <h2>Storage and Big Data</h2> <br />Storage is one of the most substantial benefits of moving to the cloud. Due to compliance regulations, operational requirements, and internal banking rules, the Financial Industry generate large amounts of data. Due to millions of tractions in debit cards, credit cards, online payments, money transfers, and other daily transactions performed by retail clients, banks require massive storage space. The same applies to other non-retail banking, where brokerages and investment firms are required to keep and maintain records for a specified period. Data is not only necessary to be able to perform these transactions, but also for record-keeping as required by regulators.<br />Cloud services provide ample data storage capacity, and most clients pay for whatever storage they use. &nbsp; <h2>Scalability</h2> <br />Working on the cloud allows financial services to expand the usage of storage space on the cloud as they grow services, offerings, and or client base online. As their ecosystem expands, so will the need for more storage for infrastructure for the new architecture. Developing storage space on the cloud will be a lot easier and more cost-effective.<br />Building an Innovation Ecosystem<br />Moving into cloud services help banks and insurance companies build an ecosystem that fosters collaboration with technology startups in areas including blockchain, AI, AR, voice and image recognition. These are the technologies that banks, investments firms, insurance companies, and financial services providers need to embrace if they are to be relevant and able to compete in the marketplace. &nbsp; <h2>Compliance</h2> <br />Major cloud vendors take extreme measures to make sure that in joining with and offering services to finance industries, either party violates the no Compliances rule. Compliance entities, governmental, and industry associations have formed committees to work with some of the major cloud vendors for monitoring purposes. &nbsp; <h2>Access to superior technology</h2> <br />Powerful, state-of-the-art applications and computing infrastructure that small businesses could not afford otherwise are available via the cloud (e.g., accounting and customer relationship management packages). This access helps you to respond more quickly to changes in the marketplace, enter new markets, and transform ideas into new products and services at a much faster pace. &nbsp; <h2>Mobility</h2> <br />Cloud computing enables employees to work on the go. At any time, they access servers using smartphones and tablets for real-time monitoring and analysis, as well as access company emails, proprietary business applications, and CRM tools when they are out of the office or outside of business hours.<br />Cloud computing has been attracting many players in the financial services industry. The innovation, simplicity, ease of use, and convenience brought forward by cloud computing have encouraged more financial service providers to migrate to the cloud. This includes some of the world's top banking corporations, as mentioned above. It has been realized that to move forward and not get behind in the digital future, one needs to recognize the importance of cloud computing. Cloud services providers are always improving their offerings to keep attracting customers in the financial services industry. It is essential to make sure everything is streamlined and transparent for both the cloud services providers and cloud customers. The enormous need for increasing data also makes the cloud a viable option as opposed to physical drives. Cloud storage can be expanded on demand without upgrading or replacing your physical drives. Everything is stored securely in the cloud and accessible from anywhere in the world. Cloud services such as Microsoft Azure and Amazon Web Services are always making sure data stored on the cloud is always secure and protected from any security breaches. Thanks to all the innovations and consistent improvements in cloud computing and the desire to create robust ecosystems, financial services are looking at the cloud as their next and perhaps permanent home in the digital frontier.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-azure-sharepoint-office365" width="700" height="581" /> <h2>Infowise</h2> <br />Here at Infowise Solutions, our client list includes some of the world&rsquo;s best-known financial institutions. Our products that are used by the financial sector are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Financial services companies have been taking advantage of our offerings for years, and we tailor them to their requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. We, through our partners, provide financial services all the assistance to go digital and we advise them on which cloud platform works better for them, Microsoft Azure or Amazon AWS, depending on their requirements. Please visit our partner's page and research which partner is best suited to deliver the service you require. <br />References <br /><a href="https://www.pwc.com/gx/en/industries/financial-services/assets/pwc-global-fintech-report-2017.pdf"><br /><br />https://www.pwc.com/gx/en/industries/financial-services/assets/pwc-global-fintech-report-2017.pdf</a><br /><br /><a href="https://azure.microsoft.com/en-ca/overview/">https://azure.microsoft.com/en-ca/overview/</a><br /><br /><a href="https://www.americanbanker.com/news/why-banks-are-finally-embracing-cloud-computing">https://www.americanbanker.com/news/why-banks-are-finally-embracing-cloud-computing</a> &nbsp;https://www.infowisesolutions.com/blog/thanks-to-microsoft-azure-and-amazon-aws,-financial-services-are-jumping-onto-the-cloudAmir ShingrayThursday, July 25, 2019https://www.infowisesolutions.com/blog/thanks-to-microsoft-azure-and-amazon-aws,-financial-services-are-jumping-onto-the-cloudWhy should I use Ultimate Forms instead of SharePoint PowerApps FormsThis is a question that I get asked a lot when I&rsquo;m giving demos of Ultimate Forms. It&rsquo;s a reasonable question to ask &ndash; I mean, PowerApps is more or less included in O365, so why would people want to spend extra money to buy an additional tool? I&rsquo;ve actually been spending a lot of time with PowerApps Forms recently, and I can tell you that it has some interesting features. I want to be clear that I'm not speaking of PowerApps in full - that's a much bigger topic, and I'm not enough of a developer to speak about it.&nbsp;&nbsp; My biggest take-away with SharePoint PowerApps Forms is that making things happen requires a fair amount of effort and skill in programming. This equates to development time, which equates to $$. A fundamental concept of Ultimate Forms is that it's possible to create complete end-to-end business solutions without code, just by making menu-driven choices. This puts "regular people" in the position of being able to quickly create their own powerful tools. As a "power user," I'm able to do things in Ultimate Forms that are completely beyond my reach in PowerApps Forms. For instance - Ultimate Forms&rsquo; form builder tool has a simple interface that allows you to drag and drop fields, containers and more directly onto the canvas. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-27-45.png" alt="" width="700" height="338" /> PowerApps Forms will let you add fields, but it&rsquo;s a multi-step process: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-30-16.png" alt="" width="700" height="832" /> The Ultimate Forms tool is much easier to use for formatting look and feel. You can reposition fields by simply dragging and dropping. Changing colors and fonts is a user-friendly menu of choices. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-37-04.png" alt="" width="700" height="338" /> PowerApps Forms is sort of similar &ndash; but the interface is a little different for each kind of element, which can make it hard to figure out individual controls. This inconsistency in UI can make PowerApps harder to learn for non-developers. Another example - in Ultimate Forms, adding tabs to an input form is a simple drag and drop in the Form builder. PowerApps forms requires you to manually build tab buttons, and then program them for different active, inactive, and hover states. If you're looking to get up and running quickly, Ultimate Forms provides a clear advantage. One more example &ndash; cascading drop-down lists. In Ultimate forms, this takes seconds to set up, using the Connected Lookup feature &ndash; once you have it set up in your list, you can drop your lookup boxes onto the form. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-07-23_10-47-58.png" alt="" width="700" height="338" /> In PowerApps forms, this is theoretically possible, but I was never able to successfully figure out the programming to make it happen, even after doing a lot of research online. You can choose to see this as an example of my lack of programming skills, but seriously &ndash; I spent too much time trying to make it work. Both PowerApps Forms and Ultimate Forms can implement things like column validation and conditional formatting, but once again the methods of doing so are very different. PowerApps forms takes coding; Ultimate Forms only needs users to make choices from menus, with all the code being done for them in the background. In no way would I argue that PowerApps doesn't present some very interesting possibilities. In the context of SharePoint, I think it's probably the most useful when you've got a mobile-heavy user base - creating a mobile app that allows users to input information to a SharePoint list via their phone or tablet is a good example of where PowerApps shows strong possibilities. But in my opinion, SharePoint PowerApps Forms&nbsp;has the feel of a product that is targeted at a highly skilled audience - technical personnel that already has a level of expertise with PowerApps overall, and who have more advanced programming knowledge. So once again, if you're looking to save time, or looking to reduce costs by giving workable tools to non-developers, Ultimate Forms will provide you with features and capabilities that you won't be able to get as easily in PowerApps Forms. &nbsp;https://www.infowisesolutions.com/blog/why-should-i-use-ultimate-forms-instead-of-sharepoint-powerapps-formsPhil GoldTuesday, July 23, 2019https://www.infowisesolutions.com/blog/why-should-i-use-ultimate-forms-instead-of-sharepoint-powerapps-formsGeneration Z the Mobile Digital Native a New Era for the Financial Services<p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0%; margin: 0px; padding-left: 40px;"><em><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Bill Handel, Vice President of Raddon Research, is quoted in <a title="Financial Services Gen Z" href="https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z">American Banker</a> to have said, &ldquo;Gen Zers have this notion of hating big banks &mdash; they don&rsquo;t like what they stand for &mdash; but they like the technology and location convenience they offer. When you look at BofA, Chase or Wells and how they advertise and promote themselves, it&rsquo;s so much about technology. That&rsquo;s the thing that differentiates them.&rdquo;</span></em> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">A Brief History of Digital Banking <br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Online banking goes back to the early 1980s. At the time it was referred to by home banking. The concept was quite primitive compared to how it has shaped up to its current form today. Chemical Bank in the US launched the Pronto home banking program via the Atari console but failed to attract a mass market for the six years it was available. It wasn&rsquo;t until the popularity of the internet that online banking started to </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">develop into what it is now. Back in 1995, Wells Fargo was the first US bank to add online account services on its website. In its early days, American banking consumers took their time to adopt the latest online banking technology as opposed to today. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Four years since Wells Fargo launched online account services, less than 0.4% of US households were using online banking. In comparison, the Swedes were a lot faster to adopt the latest technology trends in banking. The first online bank in Sweden started in November 1996. Almost two years later, online bank access adopted by around 7 to 8 % of the Swedish population. Mobile payments have become quite common today, but it&rsquo;s been around for around 20 years in Europe. A Finnish mobile operator introduced SMS payments in 1998 alongside downloadable ringtones before any other company in the world. The cost was a little more than what one would pay for SMS at the time. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;The mobile operator would charge the ringtone download, and mobile payments as a premium service and parts of the charges would pay the content and service provider. Today, mobile apps have, for the most part, replaced SMS payments as they offer a full suite of internet banking services instead of just mobile payments. We&rsquo;ve come a long way from just text messages!</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The difference between traditional banking customers and digital banking?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> We historically have always chosen convenience over any other factors when it comes to traditional banking. &nbsp;More so, we&rsquo;ll select the location as a foremost factor. Naturally, a bank that&rsquo;s close to home or workplace is very convenient. Less commute time and once you&rsquo;re there, you take care of business and go home. When it comes to modern online banking, we only look at convenience.</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> We</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> d</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">on&rsquo;t need</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> eve</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">n</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> t</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">o leave</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> ou</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">r homes,</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> an</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">d</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> al</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">l</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> th</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">e information</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> an</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">d services are available</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> a</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">t</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> th</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">e click</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> o</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">f</span> <span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">a button</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">. Whether you use a laptop, mobile phone, or a home desktop computer, you can access online banking easily via your bank&rsquo;s website or mobile app. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Today, traditional banks are still around. However, they are facing competition from online-only banks. Online-only or digital banking is becoming increasingly attractive to Gen-Z customers. It's </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">this a very tech-savvy generation</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">. For the most part, depending on the age, they have never seen life without the internet</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">.<br />On the other</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> hand, older Millennials have seen life before the internet. A transition is taking place in the banking industry. Generation Z customers would find themselves more comfortable with digital banking because they practically spend most of their waking hours on their cell phones. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Financial services would find it easier to market their banking apps to Generation Z customers. As users, they could access all their information on the phones. Bank transfers, transaction history, and check deposits via the phone&rsquo;s camera could be possible with just a few clicks. The right kind of marketing and offering of services makes digital banking a much viable substitute for traditional banking for Generation Z. Before marketing to this generation, financial services need to understand the digital banking customer, their needs, and who are represented by Generation Z. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern client of financial services <br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Who is the new digital native?<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Marc Prensky, back in 2001, coined the term &lsquo;digital native.&rsquo; It was directed towards the generation that grew up on MTV, video games, computers, internet, and </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">were always surrounded</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> by technology. That definition today would include those growing up on smartphones, tablets, and even smartwatches! The new digital native is precisely this current generation of youth growing up &lsquo;smart.&rsquo; Almost everything around them has a smart prefix to it. MTV got replaced for the most part by YouTube. Netflix has become the go-to service for video streaming. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> What shapes the shopping habits of the modern client for financial services, how that affect service delivery in the financial sector?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern financial services clientele is incredibly tech-savvy. They shop from Amazon, order food from online services such as Uber Eats, ride services like Uber and </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Lyft,</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> and use WhatsApp and similar apps for instant messaging. They&rsquo;re on Instagram, Facebook, Snapchat, Twitter, and whatever latest app becomes popular. They listen to music and watch videos on their phone. They prefer not to get behind the wheel if the work can be accomplished on their smartphone, whether that be an Apple iPhone or an Android-powered device. Knowing that they prefer to do most of their work from the comfort of their home on their smartphones, financial services should make their online services so more accessible and user-friendly that one does not need to step out of their house and drive to the nearest bank location. <br /><br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-gen-z.png.jpg" alt="Infowise-Financial-Services" width="700" height="598" /><br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Generation Z!<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">McKinsey and Company call Generation Z (1995-2015) the &lsquo;first generation of true digital natives.&rsquo; While Millennials (1980-1994), for the most part, were raised during the internet explosion, they weren&rsquo;t true digital natives. They saw the metamorphosis of dial-up internet into today&rsquo;s 4G era. Early Millennials have seen life before the internet. They grew up adopting new technologies. They&rsquo;ve witnessed VHS. Cassettes, Audio CDs. DVDs. Blu-rays and now streaming. They&rsquo;ve used regular &lsquo;dumb&rsquo; cellphones and smartphones. They&rsquo;ve seen music videos on MTV and YouTube.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">In comparison, the earliest Generation Z grew up using smartphones and devices owned by their parents or having their own. The digital boom had already taken off by the time they reached adulthood. By the time they were tech-literate, smartphones were a norm. Generation Z </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">is wholly invested</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> in social media apps like Instagram, Snapchat and Facebook. Generation Z is the first generation to be born in an all-digital world, making this generation true digital natives even though the term </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">was initially coined</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> for Millennials. <br /><br /></span> <h2>Financial services and the heightened expectations of digital clients.</h2> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">As most of their activities are smart devices centred, Generation Z&rsquo;s preference would be to have full access to financial services online. They would be extremely less likely to make a trip to the nearest bank location unless necessary. They may not even use debit or credit cards but use their smartphones NFC chip to make transactions in-store or at restaurants. They&rsquo;ll be less likely to use cash for purchases but will pretty much be doing all their banking online. They would be most likely opting for financial services that are entirely digital and convenient. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">How modern platforms of WeChat, Apple, PayPal, and Uber shaped the user experience of digital bank clients?<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Apple Pay and PayPal, for example, are increasingly becoming </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">popular</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> for online payments. PayPal even has a debit card that can be used just like regular debit cards and uses your balance for payments online or in person. PayPal is very popular for sending and receiving payments online and has a </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">robust</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> mobile app as well. Venmo is also a PayPal sister product and has been extremely popular among Generation Z for sending money online to their friends. Uber is perhaps the go-to rideshare company all over the world. With a few clicks on the app, you can get a ride within minutes. You don&rsquo;t need to pay cash as it automatically charges your credit or debit card. </span>The<span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> same expectations of convenience and user-friendliness are expected from</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> digital financial services as well. Everything would need to handled online and should be seamless.<br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> The role of Mobility and the modern financial services user<br /><br /></span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">The modern financial services consumer would highly depend on Mobility. Every service should be available via mobile apps and completely secure. This way, financial services can be accessed wherever the consumer is whether it&rsquo;s home, work, or at school. </span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> How Mobility affect the architecture of a modern digital platform and service delivery in the Financial sector?</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Most mobile banking apps feature transaction histories, account balances, bill payments, transfers, and other features. They&rsquo;re usually very user-friendly but more features such as online check deposits, and virtual payments would make things even better. Mobile apps make it very easier for modern consumers, and that&rsquo;s the advantage financial services can use to market their apps to them. <br /><br /></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">As long as digital banks comply with regulations, it should be straightforward to offer an entire menu of services to the modern banking customer. Because of cloud-based solutions such as Microsoft Office 365, for example, products and services are found to be compliant to regulations. The cloud makes it very easy to store data, and it is perhaps inexpensive than storing it on physical drives. <br /><br /></span> <h2 style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Conclusion:</span></h2> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">Modern banking customers, especially Generation Z, can fully utilize digital banking via the cloud. The reason being is because they use their mobile devices for mostly everything, they&rsquo;ll be the first to hop on the digital banking bandwagon. A cloud-based solution that offers Mobility, ease of access, and use and convenience is perfect for Generation Z. This generation </span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">will happily open</span><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"> digital bank accounts and use it daily without ever visiting a physical bank.</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">This generation was born in the digital era and are comfortable with cloud computing. Z generation adopts digital banking as they have done with other things digital. For them, digital is the future, and the future is now. <br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="Infowise Industries " width="700" height="581" /><br /></span> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">References</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z">https://www.americanbanker.com/slideshow/8-things-banks-need-to-know-about-gen-z</a><br /><a href="https://www.nytimes.com/1985/06/09/business/the-executive-computer-when-technology-outpaces-needs.html">https://www.nytimes.com/1985/06/09/business/the-executive-computer-when-technology-outpaces-needs.html</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.forbes.com/sites/forbesagencycouncil/2018/07/24/six-ways-millennials-and-gen-z-shop-with-smartphones/#7da4672a3dbe">https://www.forbes.com/sites/forbesagencycouncil/2018/07/24/six-ways-millennials-and-gen-z-shop-with-smartphones/#7da4672a3dbe</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><a href="https://www.wikiwand.com/en/Chemical_Bank">https://www.wikiwand.com/en/Chemical_Bank</a></span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;"><span style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;</span> <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp; <p style="white-space: pre-wrap; color: #1c1e29; background: rgba(0, 0, 0, 0) none repeat scroll 0% 0% / auto padding-box border-box; margin: 0;">&nbsp;https://www.infowisesolutions.com/blog/generation-z-the-mobile-digital-native-a-new-era-for-the-financial-servicesAmir ShingrayFriday, July 19, 2019https://www.infowisesolutions.com/blog/generation-z-the-mobile-digital-native-a-new-era-for-the-financial-servicesOffice 365 and SharePoint- customizable and adaptable tools for Financial Industry’s Complex Compliance and Regulatory Policies.<h2>Internal Compliance Vs. External Compliance</h2> The financial sector, more than other industries, is under great scrutiny by local and federal governments' legislative and regulatory agencies. Some of these regulations are internal; some are external. An Internal Compliance program describes the internal control measures required for monitoring compliance within an organization. It serves as an in-house guide detailing internal protocols and procedures put in place to deal with risks. For internal regulations banking supervisors must be satisfied that effective compliance policies and procedures are strictly followed. External Compliance refers to laws, rules and standards set by legislators, central banks, governmental bodies, market conventions, and codes of practice ethics developed by industry associations. Before going deeper into Microsoft for Solutions for the financial services within the compliance context, we need to define a few things: <h2>What are Microsoft Office 365 Services?</h2> Microsoft definition of Office 365, as such, "Microsoft Office 365 is a cloud-based service that is designed to help meet your organization's needs for robust security, reliability, and user productivity." The best part is that it runs in the cloud and is continuously monitored by Microsoft engineers for safety, reliability, and security. <p style="text-align: center;"><br /><br />**************** <p style="text-align: center;">&nbsp;<em>&ldquo;UBS is a leading the industry in public cloud adoption by using Microsoft Azure for global scale, security, to improve business agility, reduce costs and gain a competitive edge.&rdquo; UBS is one of many global giants that decided to migrate their data and services to Microsoft Cloud.</em> <p style="text-align: center;"><em>Microsoft press release- April 26, 2017.</em> <p style="text-align: center;"><em><br />**********<br /></em> <p style="text-align: center;"><br /><br /> As Microsoft Press Release back in 2017, Office 365 services have earned respect and trust of major banking groups globally. For example, Swiss banking giants UBS Group is moving their confidential banking data to Microsoft data centers. "Tremendous transformation is taking place in the financial services industry, and technology is increasingly providing a competitive advantage to firms," said Judson Althoff, executive vice president, Worldwide Commercial Business, Microsoft Corp. "UBS is a model of digital transformation in the financial services industry.&rdquo; With Microsoft Azure, the firm receives all the advanced technological and economic benefits of cloud technology. The rush to the cloud by significant banking institutions is underscored by Microsoft's investments in security, transparency and regulatory compliance. As such, UBS can innovate while doing business all over the globe. <h2>So, what does Office 365 include?</h2> The business packages come with productivity software such as Office with all its essential components, collaboration packages as in SharePoint and Team. Office Online has all your favourite office software such as Word, PowerPoint and Excel with additional powerful features.&nbsp; Advanced packages include storage packages such as Exchange and OneDrive. These packages, as mentioned afore, allow for more effective collaboration between and within teams wherever they are located. Everything happens in the cloud from document exchanges, interactions and more. SharePoint works in tandem with other included apps in the Office 365 suite. <h2>Microsoft Cloud Financial Services Compliance Program (FSCP)</h2> According to the Microsoft Cloud Financial Services Compliance Program, "The Microsoft Cloud Financial Services Compliance Program (FSCP) was specifically created to help financial services and regulated financial affiliates assess the risks of using Microsoft's cloud services. The FSCP offers deep insights into Microsoft cloud services' capabilities, risks, and performance. The FSCP is available to customers using Microsoft Office 365, Microsoft Azure, Microsoft Dynamics 365, and Microsoft Intune." <h2>Difference between Compliance and Operational Risk?</h2> Both Compliance and Operational Risk are considered as Non-financial risks. The Basil Compliance Accord document states that "there is a close relationship between compliance risk and certain aspects of operational risk." It also says that "' compliance risk' is defined as the risk of legal or regulatory sanctions, material financial loss, or loss to reputation a bank may suffer as a result of its failure to comply with laws, regulations, rules, related self-regulatory organization standards, and codes of conduct applicable to its banking activities (together, "compliance laws, rules and standards"). <h2>Types of Compliance Requirement</h2> Cloud computing is a beneficial tool, but it does pose some risk. Regulators and professional associations are keen on evaluating these risks while developing majors to help mitigate potential risks. Adapting a strong risk governance and management practices in today&rsquo;s digital business environment are imperative in a world where cloud computing and its usage is becoming very commonplace. Regulators focus on a few essential areas when evaluating compliance policy: <h2>General Banking and Insurance regulations</h2> In terms of general banking and insurance, there are regulations that software like Office 365 would need to meet compliance for. Examples would include MiFID II, Solvency II, and Anti Money Laundry. <strong>Impact on Cloud Deployment:</strong> These days, it's common to have transaction recording and recordkeeping requirements. With these, one may run into challenges about cloud deployments such as voice recording requirements. You'll even find requirements related to logging and specific data retention within these regulations. <strong>Broker-dealer specific regulations</strong> The term broker-dealer is used in U.S. securities regulation parlance to describe stock brokerages because most of them act as both agents and principals. A brokerage acts as a broker (or agent) when it executes orders on behalf of its clients, whereas it acts as a dealer, or principal when it trades for its account." The Security and Exchange Commission (SEC) is the regulating body for broker-dealers in the United States. SEC 17a-4 is one example of broker-dealer regulations. It pertains to records kept by brokers and dealers and the period they're required to be maintained. Impact on Cloud Deployment:&nbsp; For these, expensive logging and brokerage surveillance processes are required to be implemented within the service <strong>Cloud and Outsourcing regulations</strong> There are certain regulations that are important to know about cloud and outsourcing regulations in both the US and the UK/EU. For example, one must be careful to adhere to FFIEC guidelines in the US and the EBA and PRA guidelines in the EU/UK.&nbsp; Impact on Cloud Deployment: All financial supervisors see cloud computing as a form of outsourcing. These regulations are a primary focus when moving applications into the public cloud, and a broad range of risks are addressed in these regulations. Many of them appear as soft law (guidelines) or exist on a country-by-country basis, which may make the assessment process more complicated for multinational FI's.&nbsp;&nbsp; <em><strong>Benefits of Using SharePoint, Office 365 for Streamlining Compliance Policies</strong></em> <h2>Compliance</h2> When it comes to compliance, Office 365 has financial institutions covered. Compliance Manager assists IT managers to come up with custom risk assessments for applications that their financial institutions use. With Office 365 Advanced Message Encryption, admins can have their encrypted emails expired and revoked. High-risk content like phishing emails and confidential data that is leaked can be worked on and taken care of to minimize risks to the institution. <h2>Collaboration</h2> Thanks to Office 365, now users can collaborate with your teams and connect to resources all in the same place. Such capabilities allow users to stay in touch with customers, teams, and stakeholders. <h2>Productivity</h2> Office 365 is for the modern IT admin. You're productive wherever you go. You're never out of reach from Office 265 whether it's mobile, your desktop or any other device. It allows for ease of collaboration thanks to Microsoft SharePoint Online as well. Indeed, cloud users gain productivity is boost thanks to additional features in Word and PowerPoint as well. All software can are available on the go with along with your documents safe and secure in the cloud. Team members can access presentations and reports on the fly from any device and work anywhere with teams across the globe. <h2>Customer Service</h2> Technical service is available to IT admins round the clock, so whenever there's a critical issue, help is just a phone call away. Office 365 is always by your side for quick response to all problems. IT admins don't need to worry as they can get live help right away on the phone. <h2>Mobility</h2> Office 365 offers financial institutions IT teams&rsquo; complete mobility. They can work 24/7/365 from any mobile device and have access to the cloud. Since everything is in the cloud, all data is seamlessly accessible from all supported mobile devices. It's convenient and flexible and saves time. No work or data or task is out of reach and IT admins can efficiently work on their mobile devices, especially in times of urgency. Cost-Effectiveness Office 365 Business comes in three different flavours: Business, Business Premium and Business Essentials all reasonably priced. Thanks to the low cost of Office 365, you can always be productive without spending too much. It's a suite of software and services is more than worth its reasonable price. You get the backing of one of the world's largest software giants Microsoft and time-tested software at your fingertips. It doesn't get any better than this. <h2>Security</h2> Security threats are a reality when it comes to financial institutions. Data security is essential, and Office 365 provides all the safeguards that financial institutions require and adhere to regulations as well. In general, all prominent cloud providers, Microsoft Azure, Amazon AWS and Google Drive, offer a host of security compliance and governance features. As well major cloud providers support security standards and compliance certifications including PCI-DSS, HIPAA/HITECH, FedRAMP, GDPR, FIPS 140-2, and NIST 800-171. <h2>Conclusion</h2> In collaboration with Microsoft and our implementation partners, we do our best to make sure that our products used in the financial services follow compliance rules and regulations. There is a strong defence and safeguard against any security threats offered by the leading organization in the offering cloud service. Furthermore, we make sure we deliver the best customer service to end clients and businesses. Additionally, cloud users benefit from cost optimization, productivity and mobility provided by our partners. Office 365 is there to make sure the IT departments within financial institutions stay stress-free. Everything from hardware configuration, software installation, ongoing support, maintenance, administration, to capacity planning is streamlined to make their lives easier.&nbsp; Office 365 is designed to do all the hard work for your IT gurus so that they can handle all the above tasks a lot easier. They can make sure your data is secure, protected, and backed up, and the servers are consistently maintained. It's cost-effective too, so there's more bang for your buck. Overall, Office 365 offers a complete all-in-one solution for financial institutions' IT requirements and that also help them follow regulations. Here at Infowise Solutions, our client list includes some of the world&rsquo;s best-known financial institutions.&nbsp; Our products that are used by the financial sector are a cross-section of what we offer; Workflow automation, process automation, advanced dynamic forms and document filing. We have helped thousands of businesses across the globe in leveraging the power of their Office 365 platform to its fullest potential to quickly build a wide variety of modern business solutions, tailor-made to meet their business requirements. Through our implementation partners, we have been part of the digitization process for many businesses in the financial sector. Please visit our<a title="Find a partner" href="https://www.infowisesolutions.com/partners/list" target="_blank" rel="noopener"> partner's page</a> and research which partner is best suited to deliver the service you require. &nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="infowise-sharepoint-office365-financial-services" width="700" height="581" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/blog/Infowise%20Ultimate Forms">Infowise Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization.<br />UltimateForms supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/office-365-and-sharepoint--customizable-and-adaptable-tools-for-financial-industry%E2%80%99s-complex-compliance-and-regulatory-policies.Amir ShingrayTuesday, July 16, 2019https://www.infowisesolutions.com/blog/office-365-and-sharepoint--customizable-and-adaptable-tools-for-financial-industry%E2%80%99s-complex-compliance-and-regulatory-policies.Office 365 and SharePoint have Optimized Financial Services on the CloudMicrosoft defines SharePoint Online as &ldquo;a cloud-based service that helps organizations share and manage content, knowledge, and applications to empower teamwork, quickly find information and seamlessly collaborate across the organization.&rdquo; SharePoint Online is part of the Office 365 family. Office 365 pretty much gives you the standard, time-tested Office productivity software like Word, PowerPoint, Excel and email packages and all based in the cloud. Now, your favourite software is on the cloud, so it updates itself, and your documents and presentations are available and accessible in the cloud at all times. The entire suite of software can be accessed from any device- mobile or desktop. You can work seamlessly anywhere using any device you own. So it offers ease of use, convenience, and flexibility. You&rsquo;re never away from your work or your teams. SharePoint Online is a powerful collaboration platform that can be used across teams remotely. In SharePoint collaboration is accelerated, and since its part of Office 365, you can use all of the goods that come with Office 365. OneDrive for Business is a cloud storage service that allows you to store all your data on the cloud securely. It can be accessible on all devices compatible with OneDrive for Business. Financial Institutions thrive on providing excellent customer service, and this is where Office 365 and SharePoint Online come in. All confidential customer data can be stored in the cloud by financial institutions via OneDrive for Business. Data can be shared across different customer service departments via SharePoint Online. Since everything is in the cloud, it&rsquo;s all highly secure, and collaboration is easily possible as well. At the click of a button, customer service agents of financial institutions can access all customer-related data when a customer calls. It&rsquo;s perfect for remote operations and even if your customer service team has been outsourced to another part of the globe. Office 365 will enable agents to update customer data on the fly, and there&rsquo;s less hold time on the phone. If the customer wants to access his or her data online via online banking, all his or her transaction history, current balance and more will be available. This is because the online banking system is powered by Office 365. All the data is already stored in the cloud, and IT admins can simply make every information available for customers at their fingertips.<br />There are several reasons why Office 365 has been an instrumental tool in the digital transformation journey of a few financial services power players such as TD and Bank of America. The reasons lie within the software suite itself and are as follows: Reasons that make these platforms suited for Financial Services: <h2>Compliance</h2> Microsoft&rsquo;s Financial Services Compliance Program (FSCP) is designed to make sure the cloud services and products, including Office 365 comply with regulatory authorities&rsquo; requirements. This way, financial services institutions can rest easy that using Office 365 will keep them safe in front of regulatory authorities. <h2>Collaboration</h2> <br />Office365 provides excellent opportunities for collaboration in the Cloud. SharePoint Online is superb when it comes to collaborating with teams across the globe remotely. Ideas, documents, presentations and more can be exchanged on the fly. Microsoft Teams helps different teams work well together on their projects wherever they are in the world. Microsoft Teams allows teams to communicate and collaborate effectively via group chat, share data and files, and even work together on business apps. It&rsquo;s all part of the Office 365 family and very useful. <h2>Productivity</h2> <br />Office 365 provides world-renowned productivity software and all accessible on the Cloud. Word, PowerPoint and more are at your fingertips. For generations, these have been enjoyed by businessmen, college students on their laptops and desktops, but now Office 365 has updated them for the modern businessman, IT admin and student. All customer and client data can be stored with on Excel and Word and accessed from any device anywhere in the world. Documents can be made and sent off on the fly. They can be stored securely on the Cloud. <h2>Customer Service</h2> <br />Whenever any tech support is needed, Office 365 has agents ready to help 24/7/365. Whenever IT admins are stuck, they can avail support on the fly and get back to work. At the same time, Office 365 is a Microsoft product, and the company has been at the forefront of productivity software for decades. This is why one can always expect and receive the most excellent support from reliable techs wherever you are in the world. <h2>Mobility</h2> <br />Office 365 was designed with Mobility in mind. Mobile phones, desktops, tablets, or laptops- you can access Office 365 on all these devices. Ultimate productivity is in the palm of your hands. If you work remotely with teams across the globe, you are connecting via Office 365 thanks to the power of the Cloud. <h2>Cost-effectiveness</h2> <br />One suite of productivity and collaborative software brings you so much in one package. There are three editions of Microsoft Office 365, including Business, Business Premium, and Business Essentials. Financial institutions can purchase a subscription to whichever edition that best works for them. All three versions are reasonably priced, and overall, three of them offer the best productivity and collaborative software on your fingertips. <h2>Security</h2> <br />Office 365 offers excellent protection for financial institutions. All documents, presentations, customer data and information, are stored securely on the Cloud. Azure and OneDrive for Business provide excellent storage for all crucial and critical customer data that can be accessed anywhere via the Cloud. Microsoft engineers are working round the clock to make sure the data is safe and secure and protected from all threats and attacks. Passwords, usernames and all online banking data is safe and securely stored and can only be accessed by authorized users and away from the wrong hands. <h2>Conclusion:</h2> <br />IT admins of financial institutions can make use of platforms such as Office 365 and SharePoint because these Cloud solutions offer convenience, flexibility and enable productivity. Improving user experience for not just customers of financial services but also staff, agents, brokers and off-site team members. All customer data can be securely stored on the Cloud and be made available to agents, customers, online chat specialists. It is also in compliance with local banking regulatory authorities. There&rsquo;s a whole lot of confidential data that customers want to have access to. Office 365 offers productivity software that organizes the data correctly so that the end consumer and customer service agents benefit. If there are any issues, they can be resolved with ease and simplicity. The data can be accessed on all supported mobile devices if one is away from their home PC or laptop. There&rsquo;s an increased demand for dependable customer service in financial services today because customers want to know where their money is and how they are managing their finances. It&rsquo;s because the data is so crucial and critical, Office 365 helps IT admins come up with solutions to provide customers and agents with the best solutions possible. Office 365 harnesses the power of the Cloud to deliver the best experience possible, and it&rsquo;s a win-win for everyone.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-solutions-offie365-Industries.jpg" alt="Infowise-SharePoint-Solutions-Financial-Services" width="700" height="581" /> <h2>Infowise</h2> <br />infowise is a leading provider of forms and processes solutions for the Microsoft SharePoint platform. Financial services providers make a large section of our client's list. As authors of productivity and agility software, we're pleased, yet not surprised that these global financial businesses have adopted our tools in their daily productivity cycles. Our flagship package <a href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Ultimate Forms</a> is an integrated suite of SharePoint components that enables users to create advanced, dynamic forms, sophisticated business processes and striking visualization. <br /><span class="uf">UltimateForms</span> supports all Microsoft SharePoint platforms, including Office 365 and all on-premises SharePoint versions. <br /><br />https://www.infowisesolutions.com/blog/office-365-and-sharepoint-have-optimized-financial-services-on-the-cloudAmir ShingrayFriday, July 12, 2019https://www.infowisesolutions.com/blog/office-365-and-sharepoint-have-optimized-financial-services-on-the-cloudBusiness Use Case – Equipment check-out systemI was speaking to one of our customers recently, and he was quizzing me about how he might be able to solve a problem. In his company, people check out a variety of equipment for various jobs &ndash; projectors, spare laptops, test equipment, even some small peripheral items. Unfortunately, as you can guess, not everyone is so great about returning things &hellip; He was asking if it would be practical to set up a &lsquo;library&rdquo; sort of system where the borrowing could be tracked and managed. The answer is, &ldquo;Of course!&rdquo; There could be quite a difference in how you chose to deploy this, but I have used one approach in the past that I think would do the job with just a little tweaking. As always, it starts with the list. I decided to use the list to record the information about who and when items were checked out, with details on the equipment itself feeding in from Ultimate Forms cascading look-ups, so that users could be led to the right equipment more easily. This shows up nicely using the new, modern form builder tool: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-25-54.png" alt="" width="700" height="575" /> To track duration, I used the date created as the default check out date, and requested use end date &ndash; then added three days to that as a calculated check-in date. &nbsp;I added an Ultimate Forms Color column for checked out/checked in status. The last thing I did for the list set up was to build a &ldquo;Late?&rdquo; column. To keep the value of that accurate, I created an Action that compared the due date to today&rsquo;s date. If today was greater than the due date, and status did not equal &ldquo;checked in,&rdquo; the value of Late updated to reflect that. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-27-52.png" alt="" width="700" height="295" /> Now that the list was done, it was really only a matter of creating some Ultimate Forms Alerts. I created three: <ul> <li>An alert that went out on the originally entered end use day, reminding the user that they had three days to return the item (and advising them to change the end date if circumstances had changed).</li> <li>An alert that triggered the day after the due day to remind them again, UNLESS the status had been changed to checked in. This alert repeated every day for five days or until they checked in the item.</li> <li>An alert that triggered after one week if the item was still outstanding with a copy going to their manager.</li> </ul> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-27_13-19-38.png" alt="" width="700" height="338" /> That was really it. Yes, there are lots of other refinements possible, such as preventing people from checking out items that were already in use &ndash; but for a simple system that took a minimal amount of time to build, I think it provides a workable solution with very little effort for set-up. &nbsp;https://www.infowisesolutions.com/blog/business-use-case-%E2%80%93-equipment-check-out-systemPhil GoldThursday, June 27, 2019https://www.infowisesolutions.com/blog/business-use-case-%E2%80%93-equipment-check-out-systemPractice Using Form Designer<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/fdgs-banner-2.jpg" alt="" /> Admit it - you have been putting off using the new&nbsp;<strong>Form Designer&nbsp;</strong>tool! Well, not all of you. But I know that many of us are so comfortable with the way that we have building custom forms using existing tools, that it is very hard to break old habits. It's time to start breaking those habits! The <strong>Form Designer </strong>tool is definitely a major improvement in how to build <strong>dynamic forms </strong>and&nbsp;it really does add many possibilities that simply don't exist with the classic <strong>Tabs and Tab Permissions</strong> settings. I suggest an incremental approach in adopting the new tool set. Start with some basic forms and processes and grow from there. You don't have to abandon your old form layouts. All of the classic settings and approaches are still viable, but you should strive to tap into the new process which opens up new possibilities and ease of use. This is very much like the changes with&nbsp;<strong>Modern UI </strong>that Microsoft has been pushing out. This comes with some bumps along the way, but we can't resist change forever. We have to adapt and get on board with these changes since they are integral to the platform. In short, it's time to&nbsp;<strong>start practing with the new Form Designer tool</strong>. We strive to make this as easy as possible for you by providing resources to help you learn and easy step by step instructions to do some practice. Today, we've added a detailed walk through to let you practice building a basic form with lots of screen shots so that you don't get tripped up. Just follow the steps and you'll have your new form up and running in minutes! At the end of July, we'll have a&nbsp;<strong>Build it Now with Infowise&nbsp;</strong>workshop showing how to build an even more advanced form from scratch in our live workshop. You can still <strong>sign up for this free workshop from the top of the Infowise Settings sreen now.</strong> Additionally, we will be publishing a series of <strong>Tutorials&nbsp;</strong>in the next several weeks providing additional detailed instruction on how to use each of the various configurations tools availble. We'll post updates to let you know when this information becomes available. There is a lot to love with the new&nbsp;<strong>Form Designer&nbsp;</strong>tool. The <strong>Drag and Drop&nbsp;</strong>interface means form building is faster and easier than ever. The <strong>What you See is What you Get&nbsp;</strong>interface let's you see what your form will look like as you are applying settings. Additionally, all configuration related to column permissions, styles, dynamic rules and validation are all done from one interface. This saves lots of time since you won't have to navigate back and forth between several differenct screens. So yes,&nbsp;<strong>Form Designer is the way of the future with Ultimate Forms</strong>. It's time to get on board! <a href="https://www.infowisesolutions.com/training/getting-started/form-designer---make-a-basic-form">&raquo; Practice Form Designer Tutorial Here</a>https://www.infowisesolutions.com/blog/practice-using-form-designerWill CooperThursday, June 27, 2019https://www.infowisesolutions.com/blog/practice-using-form-designerUsing Ultimate Forms to Build a Records Management SystemI was struggling the other day with Records Management in SharePoint. I was trying to follow the steps for building out a Records Center, but the documentation was incomplete and inconsistent. I only became more discouraged after talking to Microsoft Support &ndash; apparently, no one at Microsoft has ever used this feature and they can&rsquo;t even guarantee that it still works after recent changes. &ldquo;But how hard can it be,&rdquo; I asked myself, &ldquo;to build a process that looks at documents&rsquo; creation date and after X years moves them to an archive? And then after X+Y years in the archive, deletes them? Well, the answer is it&rsquo;s not really hard at all using Actions in Ultimate Forms. Action #1 is copying the files to an Archive library. This is pretty straightforward, although you do need to have the Archive document library added first. I chose to run this routine every Sunday at midnight. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-02-50.png" alt="" width="700" height="266" /> On the Advanced Settings tab, I deselected the Repeatable option &ndash; I only want this to move documents once, right? I also selected the option to run the action manually for testing purposes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-03-33.png" alt="" width="700" height="304" /> For Action Settings, I&rsquo;m comparing the last Modified Date to today&rsquo;s date, minus 1461 days (three years &ndash; I used three <strong>days</strong> when testing!). I could have used Created instead &ndash; you&rsquo;ll have to decide which is more important in your schema. The destination is the Archives library I previously set up. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-05-35.png" alt="" width="700" height="318" /> There are a few other options available &ndash; to copy permissions, attachments, and overwrite duplicates &ndash; all handy tools! Since I don&rsquo;t want any changes to the item itself at this point, I ignored the Values to Change area. Because I selected timer-based, I did have to add a Condition &ndash; but <strong>[ID] = [ID]</strong> is sufficient. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-20-12.png" alt="" width="700" height="115" /> The next thing for me to set up was an Action to delete the documents I just copied. I set this up as timer-based as well, running Monday at midnight. This was also very straightforward. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-06-16_18-23-11.png" alt="" width="700" height="263" /> The third step would be to write an Action in the Archive library to delete any document over the specified age. The last things I would do for this process &ndash; I think it would be smart to create a couple of Alerts, just to make sure things happened when and as expected. Alert #1 would be to notify of documents added to Archives - #2 would be documents deleted from the original library a day later. It&rsquo;s not absolutely necessary, but it would provide a nice audit trail. There are a lot of refinements possible - for instance, you could add conditions that would affect different document types differently, both in schedule and destinations. But compared to Microsoft's solution, this is a snap! Want more information on Actions? Check out <a href="https://www.infowisesolutions.com/training/article.aspx?ID=2" target="_blank" rel="noopener">https://www.infowisesolutions.com/training/article.aspx?ID=2</a>.https://www.infowisesolutions.com/blog/using-ultimate-forms-to-build-a-records-management-systemPhil GoldMonday, June 17, 2019https://www.infowisesolutions.com/blog/using-ultimate-forms-to-build-a-records-management-systemActive Directory-backed electronic signatures in Office 365Hi, Our Signature column allows you to electronically sign one or more column values in your form. Use it for approvals or in any scenario that requires tight control over the changes in specific columns. Whenever one of the signed column values is changed by anyone, the signature is automatically broken and, because it's a column, you can display the signature in any list view or form. Our on-premises signature has always supported the ability to sign using your user name and password. It's especially important in cases where various regulatory compliances are required, such as 21 CFR Part 11. The user is required to enter their user name and password and only then is the signature added to the item. We also support various other signature types, such as hand-written signature, declarative signature and even USB signature pads. Until now, we did not support user name + password signatures in our Office 365 version. You can add a hand-written signature and even display that signature in print-outs, but you could not build compliant solutions. We now released support for these types of signatures in Office 365 as well! When you choose this signature provider, you will see a button labelled Sign. Click on this button and a pop-up window opens. This is the standard Microsoft Azure Active Directory authentication window you use to log into various Azure services, such as your SharePoint Online. Enter your credentials and the window closes, now the button's label has changed to Clear, allowing you to delete the signature.&nbsp; Once the item is saved, the signature is validated again on the server side, preventing any falsification attempts and the item is signed. As with any signature type, any change to one of the signed fields automatically breaks the signature. The new signature type is supported both in Classic forms and in the form created in our brand-new Form Designer! NOTE: if you are using IE/Edge and have added your SharePoint URL to Trusted Sites, please add <a href="https://login.windows.net">https://login.windows.net</a> there as well, it will ensure the two windows can communicate.https://www.infowisesolutions.com/blog/active-directory-backed-electronic-signatures-in-office-365Vladi GublerFriday, June 7, 2019https://www.infowisesolutions.com/blog/active-directory-backed-electronic-signatures-in-office-365Support for Azure AD groups in formsHi, Great news! We've added support for Azure AD groups in forms created through our brand-new Form Designer! This is the first time in the app version that we are offering support not only for rules based on individual users and SharePoint groups, but also AD groups, both directly and nested within other AD and SharePoint groups. It gives you the ability to leverage your existing AD groups, simplifying your user management tasks. Form Designer offer multiple dynamic rule types that can be assigned directly to column and even other controls, such as containers, tabs, fragments, etc. <ul> <li>Permissions - you can set a column (or a groups of columns in a container) to be in read/write or read-only mode or to be completely hidden.</li> <li>Validations - you can configure custom validation rules, testing column values based on patterns, comparing to specific values or other column values or checking the value length.</li> <li>Rules - you can set field values based on parameters, other field values, calculations and function results.</li> <li>Styles - you can dynamically set CSS styles to any columns or controls.</li> </ul> All of these rules can be conditionally applied, based on the current user's identity and/or conditions. You can check if the current user in a specific group (that's where the new feature comes in, you can now use AD groups, not just SharePoint groups and specific users), you can also check if the user is specified in a Person or Group column (directly or through a group) or indirectly, through a lookup item in another list. All of these features help you create fantastic looking, smart, dynamic forms without a single line of code. The new feature requires you to download and install <strong>Ultimate Forms Extensions</strong> version <em>1.1.3.0</em> and up (upgrade if you have an older version). To install or upgrade: <ol> <li>Download .sppkg file&nbsp;<a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a></li> <li>Upload file to <em>Enterprise Catalog</em>. There is no need to remove your old version, the new version will overwrite the old one.</li> <li>On each site, where plan to use it: <ol> <li>If it's not yet installed, install it through <em>Add an app option</em> of the gear menu</li> <li>If already installed, go to <em>Site Contents</em>, click on <em>Details</em> of the apps (in the context menu), then click on <em>Get It</em> for the new version.</li> </ol> </li> </ol> The new version requests the permission to use <em>Microsoft Graph</em> API to read your directory information (that's how it knows what groups the current user is a member of). When you upload the .sppkg file to the catalog, it displays a trust request: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430ConfirmPermissions.png" alt="" /> Pay attention to the last sentence in the request. Note that the app cannot request the permission to use <em>Microsoft Graph</em> directly, it can only request it, but an administrator has to approve this pending request. <ol> <li>Click on the waffle menu in the top left corner, then click on the <em>Admin</em> app</li> <li>Under <em>Admin centers</em> in the left menu, click on <em>SharePoint</em></li> <li>If you are still using the classic admin center, switch to the <em>Modern</em> preview. There is no option to approve the request in the classic UI.</li> <li>On the left menu click on <em>API management</em> under <em>Advanced<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430PendingAADPermission.png" alt="" /><br /><br /></em>Here you should be able to see the pending approval request for Microsoft Graph. Approve it, giving the app the ability to read your directory data.</li> </ol> &nbsp; That's it, now you are able to use Azure AD groups in your rules: <br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20190430PermissionRule.png" alt="" /> Here I added a permission rule for a column, allowing editing only for users in AD group <em>Infowise</em>. NOTE: this functionality is not available in classic forms. This functionality will be added to on-prem version in the next release. &nbsp;https://www.infowisesolutions.com/blog/support-for-azure-ad-groups-in-formsVladi GublerThursday, May 30, 2019https://www.infowisesolutions.com/blog/support-for-azure-ad-groups-in-formsNotes from the Field - SharePoint Conference in Las Vegas<img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/VegasShow1.jpg" alt="" width="700" height="391" /> &nbsp; I&rsquo;ve just returned from my first conference for Infowise. <p style="text-align: justify;">This was a pretty interesting experience. The exhibitor booths were a bit detached from where the conference sessions were being held, so while talks were in progress there was very little foot traffic. This was an opportunity for the participating vendors to walk around and get to know each other or catch up on connections made at previous events. <p style="text-align: justify;">However, during breaks there would be a sudden flood of attendees. It helped that people had to pass through the exhibitor area to get to the refreshments, too! <p style="text-align: justify;">At the Infowise booth, we had a fairly brisk time during these peak intervals. The word &ldquo;Forms&rdquo; in Ultimate Forms certainly caught a lot of people&rsquo;s attention. Many people are looking for replacements for the tools they&rsquo;ve been using in the past that are going away and aren&rsquo;t satisfied or comfortable with the out-of-the-box form tools available from Microsoft. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/VegasShowTeam.JPEG" alt="" width="700" height="525" /> <p style="text-align: justify;">Showing off the simplicity of forms in Infowise opened a lot of eyes, but explaining to them that this is just the top layer of Infowise&rsquo;s power got people really excited. As you might guess, I spent a fair amount of time gushing over Alerts and Actions. I was also a little surprised at how many people described a need for cascading drop-downs such as Infowise provides with Connected Lookup. <p style="text-align: justify;">Aside from new potential customers, we got visits from existing customers. It was pretty gratifying to listen to them talk about how Infowise has allowed them to accomplish so much for their SharePoint experiences. We even had people taking selfies with us! <p style="text-align: justify;">Of course, the biggest highlight for me was getting a chance meet up with some of the other Infowise team members in the flesh. Since the individuals are scattered geographically, it&rsquo;s typically only at events like this that we come together in real-time. Virtual experiences can be good, but there&rsquo;s nothing like physical face-to-face for strengthening relationships. <p style="text-align: justify;">We hope you&rsquo;ll stop by and see us the next time we come to a show. I&rsquo;m not sure when the next one is, so keep your eyes open for news on the site.https://www.infowisesolutions.com/blog/notes-from-the-field---sharepoint-conference-in-las-vegasPhil GoldFriday, May 24, 2019https://www.infowisesolutions.com/blog/notes-from-the-field---sharepoint-conference-in-las-vegasUltimate Forms Versus PowerApps Plus Flow<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/blog-05162019.jpg" alt="" width="850" height="150" /> Out with InfoPath and SharePoint Designer and in with <strong>Flow</strong> and <strong>PowerApps</strong>. That much is clear. But life in SharePoint is never so simple! SharePoint Power Users want to stay on top of new tools coming from Microsoft. Of course that means we need to learn the new functionality being provided. For those who are brand new it can be confusing knowing where to begin. I've had the benefit of being able to use both <strong>Infowise Ultimate Forms</strong> as well as Microsoft's new development platforms&nbsp;<strong>Flow&nbsp;</strong>and&nbsp;<strong>PowerApps</strong>. Recently, I've been hearing the question how these tools fit into overall solutions development in SharePoint. In some cases, there is a tendency to think that organizations should use only&nbsp;<strong>Flow&nbsp;</strong>and&nbsp;<strong>PowerApps&nbsp;</strong>to build SharePoint Solutions and disregard other tools. Or they might go the opposite direction and use just 3rd party tools. This is a very limiting strategy! <strong>To build the best SharePoint Solutions you need both Microsoft tools and additional capabilities brought by Ultimate Forms</strong>. Together these comprise a comprehensive toolset that gives you the ability to build complete full featured SharePoint Solutions. My overall philosophy in SharePoint is to be open to multiple tools and capabilities. We all should strive to take advantage of whichever tools are available to us from Microsoft <span style="text-decoration: underline;">and</span> increase our abilities through the use of additional software. Choosing to use&nbsp;<strong>PowerApps&nbsp;</strong>and <strong>Flow&nbsp;</strong>isn't exclusive to the use of other tools. Instead using <strong>Infowise Ultimate Forms&nbsp;</strong>can work as the perfect complement to these platforms to help you to build comprehensive solutions. I have worked extensively in&nbsp;<strong>PowerApps&nbsp;</strong>in the last couple of years to build a <strong>mobile forms solutions&nbsp;</strong>for a customer that also uses Infowise. I really enjoyed ramping up on this platform and learning how to&nbsp;combine PowerApps with Infowise Forms and Actions. Here is a quick example of the symbiotic relationship that you can set up: I made a checkbox in the PowerApps form "Email PDF". I connected this to a simple Yes/No field in the SharePoint list. Using Infowise, I was able to develop a polished <strong>print template with signature&nbsp;</strong>that was generated using <strong>Infowise Actions</strong>. When an employee taps the checkbox on the mobile phone, a PDF with signature is generated by Infowise and automatically emailed to the customer! Needless to say, there is no way to pull this off with just Flow and PowerApps. My overall experience with PowerApps taught me that it is a rich platform with many capabilities that is best suited to a slow and methodical building process. It is especially suited to building a&nbsp;<strong>mobile interface&nbsp;</strong>for&nbsp;<strong>tablets and phones</strong>. You will find that there is a substantial amount of time used in building forms with this platform. <strong>It is by no means a platform for building forms quickly with no code!</strong> That is where Infowise Ultimate Forms is best suited. It should also be noted that a "one size fits all" approach doesn't work with PowerApps. When you set up your forms in PowerApps, you can make them look great for mobile devices or great for desktop users, but not both at the same time. Fields and buttons have to be made much bigger for mobile. A form built for a mobile device therefore looks silly to a desktop user. (The form components looks giant on the desktop.) Therefore you have to build two versions of the forms - one for the desktop audience and one for the mobile audience. With the Infowise Tools at my disposal, my preference is to take this approach: I start by building out the core solution in SharePoint for the in the office users leaning heavily on&nbsp;<strong>Infowise Ultimate Forms</strong>. This makes up the core of the overall solution. Once your core solution is working reliably, I can then move on to building the&nbsp;<strong>Mobile Interface&nbsp;</strong>for on the go users with&nbsp;<strong>PowerApps</strong>. Note that you can open Infowise forms on a mobile device, but the&nbsp;<strong>PowerApps&nbsp;</strong>platform gives you the ability to more precisely control the user experience using this platform. There is quite a lot of customization I can do with&nbsp;<strong>PowerApps&nbsp;</strong>to create the perfect tailored experience for the mobile users. That brings us to&nbsp;<strong>Flow</strong>. Flow provides the abilities to set triggers and drive automation in your business solutions. Like PowerApps, there is a learning curve and it be challenging to do everything that you want.&nbsp;<strong>Infowise Actions&nbsp;</strong>can work side by side with any Flows that you set up. The ideal approach is to try to <span style="text-decoration: underline;">take advantage of both</span> since they can be set up to work in the same solutions. In general, I have found that I can do nearly everything that I ever could with classic SharePoint Workflow by using the comprehensive set of actions offered by&nbsp;<strong>Infowise Ultimate Forms</strong>. <strong>Infowise is focused on covering all of the SharePoint related automation</strong> whereas&nbsp;<strong>Flow is best suited for connecting outside of your SharePoint environment</strong>. In any case, you can decide for yourself which way you want to trigger automation and use both toolsets in combination to provide maximum flexibility. <a title="link here " href="https://www.youtube.com/watch?v=VL42xOEsh0A">&raquo; You can see an example of a <strong>combined Infowise + PowerApps solution&nbsp;</strong>presented our webinar here</a> &nbsp; &nbsp;https://www.infowisesolutions.com/blog/ultimate-forms-versus-powerapps-plus-flowWill CooperThursday, May 16, 2019https://www.infowisesolutions.com/blog/ultimate-forms-versus-powerapps-plus-flowCommand bar enhancements for Modern UIHi, Ultimate Forms Extensions for Office 365 is a companion add-in for Ultimate Forms which provides additional support for Modern UI. It includes custom field rendering for Modern list views, SPFX (client-side web part) versions of our app parts and Modern forms. Generally, as with the main Ultimate Forms app, there is no need to upgrade the app, as its code is loaded into your browser directly from our servers during execution. In rare cases, when we add new features that require registration in the add-in package itself, we are forced to release new versions. Today we released a new version, 1.1.2.0, that includes enhancements to the command bar of list views in Modern UI: <ul> <li>Design button is now available, you configure your settings directly from the list view, without the need to switch to Classic or go through Site Contents.</li> <li>Print button now opens the Print Preview in a modal dialog. Additionally, you can now print single items, selected item (more than 1) or the whole list, based on your selection.</li> <li>Run Actions and Action History now opens in a modal dialog. Additionally, Run Actions can be triggered on multiple items.</li> <li>Alerts can now be added not only to the whole list, but also to specific items or folders.</li> </ul> To upgrade the app, follow the steps: <ol> <li>Download .sppkg file <a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a></li> <li>Upload file to Enterprise Catalog. There no need to remove your old version, the new version will overwrite the old one.</li> <li>On each site, where you have Ultimate Forms Extensions installed, go to Site Contents, click on Details of the apps (in the context menu), then click on Get It for the new version.</li> </ol>https://www.infowisesolutions.com/blog/command-bar-enhancements-for-modern-uiVladi GublerWednesday, May 15, 2019https://www.infowisesolutions.com/blog/command-bar-enhancements-for-modern-uiTracking Performance in SharePoint<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/tracking-banner.jpg" alt="" width="800" height="150" /> By now, most of you have built lots of useful tools using Infowise Ultimate Forms in your SharePoint environments. There is really no limit to the variety of tools you can make. Many businesses have made their own&nbsp;<strong>Help Desk Systems, Project Trackers and HR Self-Service Tools.</strong> I'm willing to bet that even the long time Infowise veterans are missing out on something that is <strong>easy to set up and invaluable for assessing progress</strong>. Infowise is great for making nice looking dashboards, PDF output and charts. But what about analyzing historical data? For example, do you know what the status was on your tools looking back on a month to month basis? I'm willing to bet you aren't tracking this information. Instead, you only know the&nbsp;<strong>current status of your records only</strong>. Luckily there are some very easy steps you can take to set up&nbsp;<strong>automated tracking&nbsp;</strong>to record a snap shot of current status on a daily basis and store that historical information to track progress over time. By using the&nbsp;<strong>Calculate Summary&nbsp;</strong>action in another list, you can set up automatic tracking to record this information for you. Once you set the actions, the workflow takes place automatically which means you never have to do anything again. Once you have this data, it is easy to pair this Infowise charting to show a visual representation of these trends. We've just added a new tutorial describing the exact steps. I promise that once you have set this up for one list, it is simple to reproduce this for any SharePoint lists you need. This is so easy and so useful, you might kick yourself for not doing it sooner! If you have any questions on using this functionality please drop us a comment or email and we'll be happy to support. <a href="https://www.infowisesolutions.com/training/article.aspx?ID=142">&raquo; Make a Tracking Report Tutorial</a> <a href="https://www.infowisesolutions.com/training/getting-started/build-it-now-with-infowise---charts">&raquo; Charting Workshop</a>https://www.infowisesolutions.com/blog/tracking-performance-in-sharepointWill CooperMonday, April 29, 2019https://www.infowisesolutions.com/blog/tracking-performance-in-sharepointForm Designer - A New Approach to SharePoint Form Design<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/fd-blog-pic-1.png" alt="" /> Ever since I have been using Infowise Ultimate Forms I have really appreciated the many incremental improvements that have been added to the platform. I sometimes get frustrated with other SharePoint related tools that don&rsquo;t seem to improve or evolve. There is so much depth to the overall functionality that I never feel that I have discovered everything that I can do. All these updates are useful, but the release of the new <strong>Form Designer </strong>functionality is a game changer. Laying out your web form is the very first thing that is done after creating the SharePoint fields for the list. It is very important to have the ability to control the appearance of your form easily but also with the ability to customize the form in many ways. The first thing to know is that <strong>none of the functionality that you already know will be removed</strong>. You can still apply settings using &ldquo;Tabs and Tab Permissions&rdquo;, &ldquo;Advanced Column Permissions&rdquo;, &ldquo;View Permissions&rdquo;, &ldquo;Column Validation&rdquo; and &ldquo;Default Values and Dynamic Rules&rdquo;. <strong>Form Designer </strong>incorporates this functionality all into one form design screen. This begs the question, &ldquo;What should my approach to using this new tool&rdquo;? Because this functionality is a major change and the approach is so different, it is best to practice with the new tool to get accustomed to the settings and functionality. If you usually use <strong>Classic List View</strong>, you should adapt to use <strong>Modern List View </strong>for any forms with which you want to use the new <strong>Form Designer</strong>. These tools are intended to work seamlessly with this new UI. If you have any smaller projects coming up in your SharePoint environment, use that as your opportunity to challenge yourself to begin use of the new <strong>Form Designer</strong>. Where to begin? All <strong>List Columns </strong>and <strong>Form Controls </strong>appear in the left navigation. You can <strong>drag and drop </strong>controls from this part of the interface directly onto your form in the middle of the screen. Learn how to use the <strong>Form Controls </strong>by adding each type and trying different settings and placements. The <strong>Container </strong>control is critically important to the overall functionality. For those familiar with using nested HTML tables, the concept is similar. You may nest multiple containers with each other cascading down as far as necessary. Within each container, you can set the number of columns allowing your forms to be set up in grids appearing exactly the way that you want. <strong>Styles </strong>are easier than ever to incorporate into your forms. Each <strong>Form Control </strong>can be set to use its own style attributes. These styles allow for precise configuration of the overall look of the form. Styles can include any type of standard CSS attributes including borders, colors, padding, alignment or anything else that you want. The <strong>Form Design </strong>work area updates to show you the exact appearance of your form as you make updates. This makes it easier than ever to understand how settings change the form. You can click on the <strong>Preview </strong>button at any time to see how the form will look on different devices including PC, tablet or phone. In the <strong>Right Navigation </strong>you will be able to find all the <strong>context-specific settings </strong>which apply to whichever <strong>form control </strong>is currently selected. These settings allow for configuration of all necessary granular settings including validation, defaults and look and feel settings. For Infowise, the new <strong>Form Designer </strong>will be getting a lot of attention and updates. You should begin to practice using these tools to take advantage of the best features of the platform. We&rsquo;ll be continuing to make updates and provide more information on this great new toolset on a regular basis. We&rsquo;re very interested to hear from you, so please provide feedback to let us know how it goes!https://www.infowisesolutions.com/blog/form-designer---a-new-approach-to-sharepoint-form-designWill CooperThursday, April 11, 2019https://www.infowisesolutions.com/blog/form-designer---a-new-approach-to-sharepoint-form-designSimplifying your users’ selections using Connected LookupI like using lookup columns in lists not only because it makes things easier for the user &ndash; they just pick from a drop-down, no typing required! &ndash; and takes away opportunities for incorrect entry, but also because it allows me to manage the column data separately from the list data. Of course, wouldn't it be nice to be able to create cascading look ups? Where the value in column one pre-defines the available selections in column two? Guess what? You can do that with Infowise Connected Lookups. Let&rsquo;s walk through it. It can be a little tricky - the thing to get right is the parent/child relationship of the information. For this scenario, I've got products that I sell. Each one of these falls within one of my various product categories. The types are the <u>parent</u> information. The products themselves are the child information. <div> <table style="width: 350px; border-style: solid; border-color: #000000; margin-left: auto; margin-right: auto;"> <tbody> <tr> <td style="width: 198.241px; border: 3px solid #000000; background-color: #6c6ae6;"> Product </td> <td style="width: 137.5px; border: 3px solid #000000; background-color: #6c6ae6;"> Product type </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Skis Snowboards Snowshoes </td> <td style="width: 137.5px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Winter </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Football cleats Shinguards Goalie gloves </td> <td style="width: 137.5px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Football </td> </tr> <tr> <td style="width: 198.241px; background-color: #ffffff; border-style: solid; border-color: #000000;"> Pool cues Chalk Rack </td> <td style="width: 137.5px; background-color: #ffffff; border-color: #000000; border-style: solid;"> Billiards </td> </tr> </tbody> </table> </div> &nbsp; I&rsquo;m going to add product type and product information into a sales list. Before I can do that, I actually need to build lists that contain the product and type information. Start at the parent level &ndash; in this case, product type &ndash; and create a simple list. Then, create a list for the detailed level &ndash; product &ndash; and add product type as a regular lookup column. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-16-46.png" alt="" width="700" height="369" /> One last bit of set up - I need to add a product type column to my sales figures list as a look up referring back to the product type list. To be honest, this is one place where I sometimes get a little confused. You have to add a column for the <strong><u>parent</u></strong> list, not the child, or it won't work properly. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-19-55.png" alt="" width="700" height="345" />&nbsp; Now it&rsquo;s time to work in Infowise. Down in the configure columns area, you'll find connected lookup. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-20-38.png" alt="" width="700" height="378" /> We are going to create a new Product column that will be added to the list. The data source for this column will be the existing list named products. Display values for the appropriate field &ndash; Be careful with this if you renamed fields! In this case, it&rsquo;s Title, since we didn&rsquo;t rename that. I'm not going to allow multiple values or auto complete, but I will select filter according to the parent lookup. This has to point to the product type list, and we want to get items with the same value in product type. This is all we need for the moment, so I&rsquo;ll click Save. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-23-41.png" alt="" width="700" height="567" /> Now, when we add a new item, we have our two lookup fields in place. If I select a product type, the products are appropriately constrained. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-10_8-30-58.png" alt="" width="700" height="249" /> A little bit of bad news is that this does not work properly in the quick edit mode. You may want to think about restricting entry only to the form mode &ndash; you can do that in the list&rsquo;s advanced settings. You can actually create multiple levels of hierarchy. If I wanted to, I could add in a fabrication layer on top of the product type layer, which is then on top of the products layer. Yes, you have to add another lookup column to the types list referencing fabrication type. And add the column to the sales list. And create another rule, etc. But by taking that extra time, you can really take the guesswork out of filling in forms for your users.https://www.infowisesolutions.com/blog/simplifying-your-users%E2%80%99-selections-using-connected-lookupPhil GoldWednesday, April 10, 2019https://www.infowisesolutions.com/blog/simplifying-your-users%E2%80%99-selections-using-connected-lookupValidation, Part 2 - Conditional ValidationLast week I wrote about using the Column Validation feature to help guarantee that information you capture in your lists is formatted correctly and the right type of information. This is done using the &ldquo;pattern-matching&rdquo; functionality, and it&rsquo;s very easy to set up and use. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-03-57.png" alt="" width="700" height="222" /> However, there&rsquo;s a lot more that you can use the Validation feature for; you can also base your validation on conditional data, dynamically drawn directly from the list! Let me show an example. In this list, my salespeople are all assigned to specific regions. I want my system set so that salespeople cannot register sales outside of their regions &ndash; no poaching allowed! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_8-36-47.png" alt="" width="700" height="281" /> To set this up, I&rsquo;ll start by marking the Sale column as the one I want to act on. If sales are anything over than $0, the validation rule will run. Now, I&rsquo;ll set the conditions. Just to keep it simple, I&rsquo;ll just concentrate on one salesman for the moment &ndash; Mr. Smith. Smitty can sell in the West and South regions, but he&rsquo;s not allowed to sell in East or North. So, we need to set Salesman name to Smith, and then add an &ldquo;And&rdquo; to the rule to set Region to East, then an &ldquo;Or&rdquo; for region North. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_8-38-15.png" alt="" width="700" height="279" /> Let&rsquo;s save this and test it. So, this was almost right &ndash; Smith is blocked from selling in East and North, but the way I set the rule up blocks everyone else from selling to North, too! I need to make one more condition in my Validation rule &ndash; I need to specify Smith on that North exception. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/Untitled-1.png" alt="" width="799" height="506" /> This might be a good time to point out that when you&rsquo;re using &ldquo;And/Or&rdquo; conditions, you need to be cognizant of the logic. Using &ldquo;Or&rdquo; basically sets the rule back to zero and ignores all previous conditions. You&rsquo;ll notice that the order in the two &ldquo;Or&rdquo; clauses are reversed, but this actually doesn&rsquo;t matter; since they&rsquo;re connected by an &ldquo;And,&rdquo; they both have to be true. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-04-02_9-21-54.png" alt="" width="700" height="449" /> Anyway, when I test this now, it works exactly as expected &ndash; Mr. Smith cannot sell to East or North, but everyone else is unaffected by the rule. At this point I can either add more conditions for the other salespeople, or I can create new Validation rules for them individually &ndash; it&rsquo;s user&rsquo;s choice. Make sure you check out the tutorials and videos about Validation on the <a href="https://www.infowisesolutions.com/training/article.aspx?ID=15">Infowise site</a>! &nbsp;https://www.infowisesolutions.com/blog/validation,-part-2---conditional-validationPhil GoldTuesday, April 2, 2019https://www.infowisesolutions.com/blog/validation,-part-2---conditional-validationRevisiting Column Validation, Part 1In my last post, I went back for a look at an older feature in Infowise &ndash; Color Choice. I&rsquo;m going to continue in that vein of recapping features, and the one we&rsquo;ll examine today is Column Validation. Just in case this is a new concept for you, let me explain what it means. Column validations allows you to define the format or value ranges for data being input in the column. Here's an example: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_13-49-23.png" alt="" width="700" height="265" /> I'm collecting customer phone numbers, and I want people to add the phone numbers with the area code in parentheses and hyphen. But that's not a standard data format in SharePoint. I can add instructions telling people how I want them to enter the number, but there's no guarantee that they'll read the instructions. Even if they read them, there's no guarantee that they'll follow the instructions. Sad but true. Without validation, they could put in pretty much anything they want. If I want my information to be useful, I need this protected. Luckily, this is super easy in Infowise. Look for the item Column Validation under the Configure Defaults and Validation section and click into that. To create a new rule, start by selecting the column name and the column name is client phone. The type will be pattern. For pattern, there is a prebuilt &ldquo;Phone&rdquo; choice, but that is broadly enough defined to accept any valid phone format. I want to be really fussy, so I&rsquo;m going to make a custom pattern <strong>(###) ###-####</strong>. I&rsquo;m also going to put in an error message that will display if people input the number incorrectly. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-03-57.png" alt="" width="700" height="222" /> Now, if we input the wrong type information in the field, we get a message letting us know and it can't be saved until it's fixed. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-05-01.png" alt="" width="700" height="271" /> There's something I have to show you though. If you use the quick edit mode for the list, the validation will not apply. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-26_14-05-57.png" alt="" width="700" height="334" /> So, if you have validation rules for your list you also really need to turn off quick edit. You&rsquo;ll find that control in the list settings under Advanced Settings. You can find more information in the Validation tutorials <a href="https://www.infowisesolutions.com/training/article.aspx?ID=15">online</a>. &nbsp;https://www.infowisesolutions.com/blog/revisiting-column-validation,-part-1Phil GoldTuesday, March 26, 2019https://www.infowisesolutions.com/blog/revisiting-column-validation,-part-1The Color Choice feature is still a powerful toolAt Infowise, we&rsquo;ve been a little preoccupied lately with some of the new and cool features (the new form building being a case in point). I thought it might be time to take a look back at some other useful tools that haven&rsquo;t been getting the love they deserve. When you talk about using Infowise to provide impactful visual elements to your list or library data, the simplest to use is the Color Choice feature in the Configuring Columns area. Simple, but capable of packing a powerful punch! At it&rsquo;s simplest, you can use this to create conditional color-coding that will trigger based on column values. I created a simple list. with a status column &ndash; it&rsquo;s a choice field, and the choices are not started, in progress, completed and late. I want this to be instantly intelligible to my users, so I&rsquo;m going to apply a color choice to all those conditions. <img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_6-54-21.png" alt="" width="700" height="308" /> I have an option of color coding the whole line of just the affected fields &ndash; I&rsquo;m going to go with that for now. I&rsquo;ll make my choices and save &ndash; then let&rsquo;s take a look. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_6-54-52.png" alt="" width="700" height="589" /> Now doesn&rsquo;t that look nice? Easy to read? But wait, there&rsquo;s more! The Color Choice feature also has the ability to add icons to field values as well. &nbsp;I want to add flag icons for all the countries. I have to go to a little extra effort for this, since there are no flag icons prebuilt. But adding additional icon sets is pretty simple, too &ndash; and there&rsquo;s a <a href="https://www.infowisesolutions.com/training/article.aspx?ID=14" target="_blank" rel="noopener">tutorial specifically about that</a> available to help you out. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_7-15-51.png" alt="" width="700" height="399" /> So, I add my flags, and voil&agrave; &ndash; If that doesn&rsquo;t make things look clear, I don&rsquo;t know what does! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-03-18_7-50-04.png" alt="" width="700" height="595" /> So, while you&rsquo;re exploring all the new and exciting features in Infowise, don&rsquo;t forget some of these old tried and true workhorses &ndash; they may not be so &ldquo;in the moment,&rdquo; but they still provide great ways to make your users&rsquo; experiences easier and better overall. For more information, check out the tutorial on <a href="https://www.infowisesolutions.com/training/article.aspx?ID=13" target="_blank" rel="noopener">Color Coding</a>.https://www.infowisesolutions.com/blog/the-color-choice-feature-is-still-a-powerful-toolPhil GoldMonday, March 18, 2019https://www.infowisesolutions.com/blog/the-color-choice-feature-is-still-a-powerful-toolForm Designer for Modern UI Preview releasedHi, We are happy to announce the general availability of the preview version of our Form Designer. Form Designer is the new generation of SharePoint forms, with one of the main feature of which is support for the new Modern lists and libraries. <strong>NOTE:</strong> <em>Ultimate Forms Extensions</em> version 1.1.1.0 and up is required. Get it <a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a>. Our <strong>webinar</strong>, <em>April 12th at 11:00 AM EST</em>,&nbsp; provided a 30 minute walkthrough, <a style="text-decoration: underline !important;" href="/webinars" target="_blank" rel="noopener">watch the recording</a> here Some of the features of Form Designer are: <ul> <li>Visual, drag &amp; drop design surface.</li> <li>Support for Modern pages.</li> <li>Fully responsive design, fitting any screen size automatically (no more need for mobile pages!).</li> <li>Ability to create separate forms for different content types within the list.</li> <li>Ability to create a separate design for each form (New, Edit and Display).</li> <li>Support for built-in and Infowise column types.</li> <li>Ability to nest different columns and controls in a free structure.</li> <li>The following controls are supported: <ul> <li>Tabs - create multiple tabs within your form.</li> <li>Accordion - create stacked expandable sections.</li> <li>Container - hold other controls and columns. Containers can be configured to display their content in one or more layout columns, automatically adjusting the number of columns based on the screen size. Each tab in Tabs and Accordion contains a Container control.</li> <li>Header - configure different styles of headers to separate form content into logic units.</li> <li>Fragments - include free text and images, can also reference column values.</li> <li>Images - include images within the form.</li> <li>Button - add built-in (e.g. Save, Cancel, etc) or custom (call your own JavaScript function) buttons.</li> <li>Button Bar - include an automatically rendered set of buttons (such as Save/Cancel on New/Edit form and Edit/Close on Display form).</li> </ul> </li> <li>Apply permissions to any column and/or control at any level of hierarchy, override at any lower level.</li> <li>Permissions can set if column/control is visible or read-only. Permissions are assigned based on the form type, current user identity and conditions.</li> <li>Add attachments through drag &amp; drop interface.</li> <li>Assign default values and dynamic rules to column to set values automatically. Use calculations and functions in dynamic rules.</li> <li>Assign dynamic styles to any column/control to control how it looks like.</li> <li>Assign validation rules to columns, subject to conditions.</li> <li>Assign light or dark theme to the form.</li> <li>Redirect the form upon saving to the list, to New form, to Edit form, to Display form or to a custom URL.</li> <li>Rename columns within the form itself, without having to rename them in the list settings</li> <li>Show descriptions under columns or in pop-ups.</li> <li>Use Preview feature to see how the form will look like on different devices.</li> <li>Save form settings without publishing to save your work without making it accessible to users.</li> <li>Publish the form when it's done.</li> </ul> Forms created in Form Designer supercede classic forms. Any current classic settings you have (such as Tabs and tab permissions) will not be applied. You can reset the forms in Form Designer to go back to the original forms. Currently there are certain limitations to the forms: <ul> <li>Managed Metadata columns are not supported</li> <li>Special column types (such as Recurrence in Event lists) are not supported.</li> <li>Calculated values cannot be used in native SharePoint default values (but you can use calculations in our Rules).</li> <li>Special list types, such as Surveys, are not supported.</li> <li>Connected lookup only allows new values to be added in-line, not in a pop-up.</li> <li>Associated Items column allows new items to be added only in-line, not in a pop-up.</li> <li>3rd party column types are not supported.</li> </ul> We are eagerly awaiting any remarks or comments you might have!https://www.infowisesolutions.com/blog/form-designer-for-modern-ui-preview-releasedVladi GublerFriday, March 15, 2019https://www.infowisesolutions.com/blog/form-designer-for-modern-ui-preview-releasedNew Azure servers for Ultimate FormsHi, As you might know, our app version of Ultimate Forms runs in part in Azure App Service environment. App Service is the PaaS (platform as a service) infrastructure that provides managed web server functionality. Whenever you use actions, alerts, print or other component, it's the app service that actually handles the task. We have several locations around the world and you are automatically directed to the closest one to you, to ensure best peformance and in some cases, such as with EU, to adhere to data data sovereignty regulations. Azure App Services offer a wide variety of server level, from low-powered testing units and all the way up to enterprise-level beasts. We choice the best, most cost-effective combination, based on usage patterns. App Services have a built-in ability to regulate the actual number of running instances based on load parameters. Recently, Microsoft released a new server level, that combines greatly increased power and speed with competitive pricing. We promptly decided to take advantage of this new offering and migrated all our current location to the new infrastructure. This process was completed a couple of days ago, without any interruption of service and without any downtime. The old environments have be deleted and currently all our locations are running on the new platform. Although it hasn't been enough time to draw definite conclusion, from what I can see, the average response time has decreased, together with memory and CPU usage. This is great, as it means that the servers are now capable to swiftly handle even greater spikes in activity without hiccups. And, as an added bonus, our automatic scalability limits have been doubled! I'm sure you will notice the improvement in the system's speed and agility.https://www.infowisesolutions.com/blog/new-azure-servers-for-ultimate-formsVladi GublerWednesday, January 30, 2019https://www.infowisesolutions.com/blog/new-azure-servers-for-ultimate-formsData Visualization and Infowise ChartsI&rsquo;ve spent a lot of time over the past decade trying to explain why using SharePoint lists to manage and work with information was a better idea than storing and sharing Excel files. In case you haven&rsquo;t heard my rant about this, it&rsquo;s pretty simple; if your information is in a file, that file can get duplicated. Once it&rsquo;s duplicated, you no longer have any control over how it&rsquo;s altered, edited, manipulated, bent, folded or mutilated. When you look at a copy you have no way to tell if it&rsquo;s the definitive version or not without comparing it to all other existing versions. The data from pretty much any Excel spreadsheet can be duplicated as a list in SharePoint, including calculated and lookup fields. With SharePoint lists, you have excellent controls over who can view and edit information and audit tools to tell you when changes have occurred. Any column or combination of columns in a list can be used to sort or filter, too. Each field becomes metadata to help you organize and find specific information fast. Generally, people understand the idea of &ldquo;one version of the truth,&rdquo; and once it&rsquo;s explained they pretty much get metadata. They generally love the fact that you can have multiple views for lists, and that you can stage them as parts in multiple places using those multiple views to give targeted information to segments of your audience. The place where this historically goes off track, though, is when people want to do something more visually impactful &ndash; charts, graphs, indicators, and so on. SharePoint out of the box is pretty bad at this &ndash; so mostly you have to export data OUT of SharePoint to something like Tableau or Excel or Microsoft BI to do your visualization, then import that back IN to SharePoint. Providing easy ways to do this is one of the reasons Infowise is such a great tool. Case in point &ndash; Infowise Charts. Infowise allows you to create charts and graphs from lists and libraries and place them on site pages as a part. <img style="border-style: solid; border-width: 1px; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-10-47.png" alt="" width="700" height="357" /> &nbsp; There are over 30 different types of charts to chose from, too, so you can pick the one which will best display your data. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-08-45.png" alt="" width="700" height="357" /> &nbsp; And, the charts are extremely configurable &ndash; you&rsquo;re in control of titles, labels, fonts, colors, and more. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-25_11-16-28.png" alt="" width="700" height="357" /> &nbsp; If you haven&rsquo;t tried using Charts yet, you&rsquo;re missing out &ndash; I encourage you to get started today! For more information, check out the tutorials starting at <a href="https://www.infowisesolutions.com/training/article.aspx?ID=80">Charting in Office 365</a>.https://www.infowisesolutions.com/blog/data-visualization-and-infowise-chartsPhil GoldFriday, January 25, 2019https://www.infowisesolutions.com/blog/data-visualization-and-infowise-chartsEnd of support for SharePoint 2010Hi, Starting July 1st 2019 we will no longer be releasing new versions of any of our products for SharePoint 2010. No new features and no bug fixes will be provided from that date forward. Your existing product versions will continue working normally, you just won't be able to install any newer versions. We encourage you to upgrade to the more current versions of SharePoint.https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2010Vladi GublerMonday, January 21, 2019https://www.infowisesolutions.com/blog/end-of-support-for-sharepoint-2010New Webinar - Build Your Own SharePoint Leave Request SystemIt&rsquo;s hard to manage employee requests for time off without having a system and process to support it. With Infowise Ultimate Forms, you can build your own request system directly in SharePoint. We'll demonstrate a system where: <ul> <li>Employees easily submit requests</li> <li>Managers can approve or decline</li> <li>Dashboards show totals with time used, remaining time off, and more!</li> </ul> Watch the video to see this solution in SharePoint without any coding required!&nbsp; <p style="text-align: center;"><iframe src="//www.youtube.com/embed/0FemS7Mrisk" width="700" height="394" frameborder="0" allowfullscreen="allowfullscreen"></iframe>https://www.infowisesolutions.com/blog/new-webinar---build-your-own-sharepoint-leave-request-systemPhil GoldThursday, January 17, 2019https://www.infowisesolutions.com/blog/new-webinar---build-your-own-sharepoint-leave-request-systemWhy I Love Infowise Alerts<h3>The first thing that attracted me to Infowise, and the thing that&rsquo;s still my favorite feature, is the Alert functionality.</h3> Alerts were always available in SharePoint, and I <em>wanted</em> to like them, but they were so limited &hellip; <img style="border-width: 1px; display: block; margin-left: auto; margin-right: auto; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_9-41-31.png" alt="" width="700" height="816" /> Basically, you can be notified of a change, but there&rsquo;s not a lot of information about what has changed or how, and there&rsquo;s very little flexibility about how messages are sent. Let&rsquo;s step back a minute and examine why Alerts are a good thing. My position is that you use Alerts when a process needs human intervention to proceed. Now, in an ideal world, you automate as much of a process as possible to make it more reliable and less error-proof. That&rsquo;s where Infowise Actions come in &ndash; and, yes, there is an Action that sends out an e-mail, although it&rsquo;s not my preference. Wwhen you have a point in a process where a step has to be done by a person, you want to make sure they know about it &ndash; and know as much as possible, so that they can take appropriate action quicker and more effectively. This is where Infowise Alerts really shine in three very important ways. <h2>Great Feature #1: Distribution</h2> As we saw earlier in the built-in SharePoint Alert, you have one field to add recipient names. You can add multiple, and they can be individuals, SharePoint permission groups, or Active Directory security groups. But, if you send to a group, you&rsquo;re sending to everybody in the group, whether it&rsquo;s pertinent or not &ndash; there&rsquo;s no way to omit people. And, you are absolutely restricted to people within your domain &ndash; there is no way to send Alerts to people outside your organization. Infowise Alerts are lightyears beyond this. The first thing you see on the <strong>Recipients</strong> tab is that you&rsquo;ve got fields for so many more things: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_10-25-33.png" alt="" width="700" height="243" /> My two favorite things here are the <strong>Reply to</strong> and <strong>Never send to</strong> fields. With stock SharePoint, there&rsquo;s only a system e-mail on messages. Using Infowise, you can specify a person or shared e-mail to allow recipients to follow up as needed. <strong>Never send to</strong> is brilliant. You can use it to exclude people who need to &ldquo;unsubscribe&rdquo; from an Alert that goes out to a group, which is greatly appreciated by everyone. The information in the <strong>From</strong> field defaults to the person who created the Alert. This can also be changed, but it requires intervention from a system admin. In addition to all this, there&rsquo;s the actual selection of recipients. Clicking the small green plus symbol brings up another dialog: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_10-40-08.png" alt="" width="700" height="352" /> In the Users field, you can add individuals, SharePoint groups and Active Directory security groups, just like the stock Alerts. But, you can also add users dynamically. This example has an &ldquo;Employee&rdquo; field selected, which is a Person/Group field in the list. Infowise will extract that information from the individual record and use it to specify the recipient, meaning your outgoing Alerts are very specifically targeted towards the right people. And see that E-mail addresses field? You can add any valid e-mail address, whether the recipient is part of your company or not. Pretty impressive, right? <h2>Great Feature #2: Triggers</h2> In a stock SharePoint Alert, you have effectively one set of variables for what will trigger an e-mail: <ol> <li>Something is added</li> <li>Something is changed</li> <li>Something is deleted</li> </ol> This can be filtered one more level, but that&rsquo;s basically it. And, the e-mail will not tell you <em>what&rsquo;s</em> changed &ndash; you&rsquo;ll have to look at the item to figure that out. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_11-44-09.png" alt="" width="700" height="625" /> Enter Infowise. On the <strong>What to Send</strong> tab, you have a lot more controls &ndash; and, you can select multiple controls, as well. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_13-31-15.png" alt="" width="700" height="316" /> Of special interest is the According to date option. If you select this, you can use a date field in your list as a trigger. Why does this matter? Well, let&rsquo;s say you want to send a notification five days before a due date &ndash; and repeat it daily, unless a different condition is met. With Infowise, this is easy! In this particular example an Alert is set up to go out when the list item is modified if the field Request Status equals &ldquo;Approved.&rdquo; You can add as many conditions as necessary, and layer up &ldquo;and&rdquo; with &ldquo;or&rdquo; statements to give you very exact control. <h2>Great Feature #3: E-mail Templates</h2> As I mentioned before, the e-mail message that&rsquo;s sent from a stock SharePoint Alert is not all that useful &ndash; it really provides a minimal amount of information. Infowise allows you to create extremely specific e-mail templates that dynamically populate the outgoing message with information from the list: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-01-08_13-45-07.png" alt="" width="700" height="494" /> In this example, when an employee requests time off, their manager will receive an e-mail telling informing them. The message will include the employee&rsquo;s name, the amount of time they have available, how much time they&rsquo;ve requested, and even a link directly to the item in SharePoint so the manager can immediately act on it. You can create as many templates as you want, share them between team members, and assign them to specific triggers as necessary. If you haven&rsquo;t used Alerts, you really need to check them out! ________________________________________________________________________________________________________ For more information on using Alerts, check out the tutorials at <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=55">https://www.infowisesolutions.com/training/article.aspx?ID=55</a></strong>.https://www.infowisesolutions.com/blog/why-i-love-infowise-alertsPhil GoldTuesday, January 8, 2019https://www.infowisesolutions.com/blog/why-i-love-infowise-alertsNew Demo Video<h2>No convenient time for a live demo? Watch the video!</h2> As you may know, we provide an online demo of some of the major features of Infowise Ultimate Forms. However, it can be a little difficult setting up schedules for people outside of the Americas - frankly, 16 hour time differences can be a killer! Luckily, a solution is at hand. We've got a new video demo that goes over the same topics covered in the standard live one now available via YouTube: <p style="text-align: center;"><iframe src="//www.youtube.com/embed/lYmdauPUL-o" width="700" height="393" allowfullscreen="allowfullscreen"></iframe> &nbsp; Like the live demo, this doesn't cover absolutely everything - that would take a lot longer than a half-hour! And, since new features are being added constantly, this focuses on more core features and may miss a few recent refinements. Still, for everyone who has held off requesting a demo or has been unable to schedule one due to time constraints, you now have the option to see the same information at your own convenience. And, I'll let you in on a secret - the point of the demo is to get you interested and excited enough that you'll <strong><span style="color: #0000ff;"><a style="color: #0000ff;" href="https://www.infowisesolutions.com/ultimate_forms">download the free trial</a></span></strong> and start playing with it. Once you do that, you're very quickly see just how powerful a tool Infowise Ultimate Forms is, and just how easy it is to use.https://www.infowisesolutions.com/blog/new-demo-videoPhil GoldFriday, December 21, 2018https://www.infowisesolutions.com/blog/new-demo-videoAdding Filters to your Infowise Chart Web Parts (O365)If you&rsquo;re looking to provide some additional cool functionality to your users, how about giving the them ability to filter data in charts in real time, creating a slick interactive dashboard? <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_9-07-33.png" alt="" width="700" height="391" /> This is a relatively new feature in Infowise, but it&rsquo;s got tons of potential. It allows your users to drill down into static chart information. This is a big boost to turning your site into a true Business Intelligence tool. I&rsquo;ve experimented with the O365 version, and there&rsquo;s one important caveat I discovered &ndash; for filters to work, you MUST use the newer Infowise Chart web part, NOT the older Smart Chart app. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-29_14-40-42.png" alt="" width="700" height="174" /> I&rsquo;m personally impressed with the feature, although I have only scratched the surface. The basics are as easy as you&rsquo;d expect with Infowise, but there are levels of control that have the potential for really powerful data modeling. An important part of this is the wide variety of filter types you can use. The <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=134">online tutorial</a></strong> demonstrates using a Choice-type filter, which is very slick but also very straightforward. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_7-52-53.png" alt="" width="700" height="336" /> As is typical with Infowise, selecting different filter types will also give you different parameter settings. For choice, you actually add the choices in the filter definition, and they appear on the site page for the users. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2018-11-30_7-54-43.png" alt="" width="700" height="489" /> You also have control over the operator functions &ndash; you can set this for equals, not equals, or contains. And, you can add multiple filter definitions to the same chart, giving your users even more options about how they see their data. My recommendation? Play around with it a little, get comfortable, and then start providing new and exciting BI functionality on your sites! &nbsp; <hr /> For more information on setting up individual filter definitions, see the &ldquo;Defining filters&rdquo; section of the Smart Filter Pro&nbsp;<strong><a href="https://www.infowisesolutions.com/documentation/?ID=75">Configuration document</a>&nbsp;</strong>(note that not all of the document is pertinent for O365).https://www.infowisesolutions.com/blog/adding-filters-to-your-infowise-chart-web-parts-(o365)Phil GoldFriday, November 30, 2018https://www.infowisesolutions.com/blog/adding-filters-to-your-infowise-chart-web-parts-(o365)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-infowise---editorial-workflowPhil GoldFriday, October 26, 2018https://www.infowisesolutions.com/blog/build-it-now-with-infowise---editorial-workflowRead and Sign documents 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-using-infowise-ultimate-forms-in-sharepoint-online-part-2Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-using-infowise-ultimate-forms-in-sharepoint-online-part-2Read and Sign documents 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-using-infowise-ultimate-forms-in-sharepoint-online-part-1Bijay KumarFriday, October 26, 2018https://www.infowisesolutions.com/blog/read-and-sign-documents-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-type---manage-exchangePhil GoldWednesday, October 24, 2018https://www.infowisesolutions.com/blog/new-action-type---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/bpr---redefining-a-measurable-era-of-corporate-change-Amir ShingrayFriday, October 5, 2018https://www.infowisesolutions.com/blog/bpr---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 f