Tutorial

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Getting Started

Differences Between Infowise UltimateForms for Office 365 and On-premise Versions

Vacation Report with One Approval

Expense Report with One Approval

Form Designer - Make a Basic Form

Build it Now - Approval System

Build it Now - Charts

Build it Now - Form Designer

Build it Now - Notification and Escalation System

Build it Now - Process Diagram with Workflow

Build it Now - Reservation System

Build it Now - Timesheets

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Copy List Item Action

Send Email Action

Create a List/Library Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create user facing workflow

Create a History Section

Using Actions in Azure Logic Apps

Manage Exchange

Calculate Summary - Make a Tracking Report

Alerts

Working with Dates

Build a dynamic Today field

Today field date comparisons

Triggering an email alert at deadline

Time and Date Functions (1/2)

Date comparisons with Infowise Indicator

Time and Date Functions (2/2)

Form Designer

Creating a New Form

The Form Designer Toolbar

Moving, Adding and Removing Fields

Form Builder Controls

Form Builder - Basic Styling

Form Builder - Advanced Styling and CSS

Form Builder - Conditional Styling

Rules to Control Form Element Behavior – Form State

Tabs and Tab Permissions

General Settings

Create a Tabbed Interface

Tab / Field Permissions (1/3)

Tab / Field Permissions (2/3)

Tab / Field Permissions (3/3)

Creating a Dynamic Header (1/2)

Creating a Dynamic Header (2/2)

Multiple Columns

Customize Form Width to 100 Percent

Fragments - Inserting Custom Diagrams in Forms

Enabling the Display All Columns Tab

Using Collapsible Groups Instead of Tabs

Use SharePoint Group Permissions

Manual Form Layout

Views and View Customization

Color Choice as a status indicator

Load a custom icon library

Use indicator to track spending

Creating View Permissions

Validation

Validate field length

Validate numeric / date values

Validate a signature field

Validate compound conditions

Validate Empty Columns

Advanced Column Permissions

Field Permissions Basics

Hide fields to simplify the Add form

Field Permissions Example

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Create Item IDs using a seed value

Associated Items

Creating an Associated Item field

Child List Content Types

Associated Items Example - Products

Changing Parent/Child Relationships

Passing Data Between Lists

Simple First Time Associated Items Step by Step

Print Formatting

Calendar Print Template

Advanced print formatting

Adding Parameters to Print Template

Basic print formatting

Add QR Code to Print Template

Charts, Filters and Other Web Parts

Creating a Rollup (O365)

Rollups (On Premise)

Charting in Office 365

Range Column Chart

Create Charts with a Dynamic Filter

Event Calendar

Basic Event Calendar Office 365

Events Calendar Plus Filter by Category

Basic Events Calendar On-Premise

Show Additional Columns on Hover

Email Approvals

Setup Sharepoint List

Create Email Alert

Setup Email Import

Smart Import

Setup the Database (1/4)

Build the SharePoint list for import (2/4)

Setup the Smart Import (3/4)

Test the import and synchronization (4/4)

Import from Excel Workbook

Connected Fields

Creating Master-Detail Cascading Lookup Column

Filter By View in Connected Fields

Creating a Master- Detail Lookup Column with On-Premise Infowise

List Search

List Search Setup

List Search Filter by View

Voting Fields

Creating a Voting Column

Setting an Owner Column

Copy List Item Action

Print

We can create a user facing action by adjusting Advanced Settings on the action. The copy action is useful to allow the user to start a new record from a copy of an existing record.

Instructions

Create a new Copy item/document action named "Copy Product".

Select Manual execution under Advanced Settings to make the action available in the Context Menu and the Ribbon
The button will be added both to the Ribbon Menu and to the dropdown Context Menu.
Choose an appropriate icon or upload your own custom icon which corresponds to the image shown in the user interface.
Enable the Confirm Execution option to prompt the user before committing the action.

Under Action Settings, Use ID = [ID] setting to apply the rule to the curret record.

Summary

The copy action is a good user facing function that adds helpful functionality. You may futher customize the resulting actions when a user triggers this event. Adding this custom action simplifies the process for the user.

Last modified: 8/8/2019 4:33 PM

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