Tutorial

Smart Actions in Infowise UltimateForms for SharePoint

Instructions

Note: This video shows creating Actions with an older version of Ultimate Forms. The process remains the same, but the way you access Ultimate Forms has changed a little.

If you’re in the SharePoint Modern experience, the link for Ultimate Forms will be on the menu bar of your list or library (if it’s not visible, you can also get to Ultimate Forms via the site contents).

The Ultimate Forms home page has a new and improved look.

Verify you’re working in the list or library you want.

To open the Actions feature, click the Actions link in the Business Logic section of the menu. Once you’re in the tool, the process is the same as shown in the video.

Summary

Infowise Smart Actions are the heart of the Infowise toolset. Use Smart Actions to build sophisticated workflow functionality and to fully customize your tools. As a developer or power user, you should experiment with the variety of actions and configurations to discover each of the many ways that workflow can be created using these tools. Work through each of the exercises to better understand the purpose of each of the various types of Infowise actions.

Last modified: 9/24/2019 7:06 PM
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