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Tutorial
Show Topics
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
Creating a site from a Business Solution Template
Revealing Associated List Information with the Modern Form Designer
Actions
Smart Actions in Infowise UltimateForms for SharePoint
AND / OR Conditions
Update Action
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
Action History
Action Groups
Manage Exchange
Calculate Summary - Make a Tracking Report
Alerts
Introduction
Best Practices
Recipients
What to Send
When to Send
Mail Templates
Working with Dates
Introduction
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
Using Grid Design to Fine-Tune Form Layout
CSS for the Modern Form Designer – a Closer Look
Tabs and Tab Permissions
Introduction
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)
Multiple Columns
Wizard Mode
Creating a Dynamic Header (2/2)
Dynamic Forms
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
Introduction
Color Choice as a status indicator
Load a custom icon library
Use indicator to track spending
Creating View Permissions
Validation
Introduction
Validate field length
Validate a signature field
Validate numeric / date values
Validate compound conditions
Validate Empty Columns
Advanced Column Permissions
Introduction
Field Permissions Basics
Hide fields to simplify the Add form
Field Permissions Example
Signature Field
Adding a Signature Approval for List Changes
Item IDs
Introduction
Create Item IDs using a seed value
Associated Items
Introduction
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
Introduction
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
Column Chart
Bar Chart
Area Chart
Bubble Chart
Doughnut Chart
Line Chart
Funnel Chart
Pie Chart
Point Chart
Pyramid Chart
Range Column Chart
Spline Chart
Stacked Chart
Create Charts with a Dynamic Filter
Filters (O365)
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
Introduction
Setup Sharepoint List
Create Email Alert
Setup Email Import
Testing
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
Introduction
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
Build it Now - Approval System
Print
Learn Utlimate Forms development techniques by watching us build a solution from scratch:
Instructions
Last modified:
9/11/2019 9:02 PM
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