Tutorial

Instructions

Form Designer – Make a Basic Form

• Begin by creating a new custom list called Projects.

• Go to the List Settings screen, then select the Title field and rename it to Project.

• In the List Settings screen, create these columns changing settings only as noted:

• Your List Settings screen should have columns as shown:

• Open the Infowise UltimateForms App from the site contents screen which will take you to the UltimateForms Settings Screen then select the Projects list as shown.

• Scroll to the bottom and select Color choice in the Configure Columns

• In the first dropdown, select Category and apply settings as shown, then click the Update

• In the first dropdown, select Status and apply settings as shown, then click the Update

• Next, click Signature under the Configure Columns section:

• Create a new field Manager Signature with the settings shown:

• Next, click Indicator under the Configure Columns section:

• Create an Indicator field called Progress with the settings shown:

• Now we are ready to start using the Form Designer tool! Click on Form Designer at the top of the Ultimate Forms Settings as shown:

• Click Cancel at the first dialog box:

• Drag the Container control onto the canvas as shown:

• Set a light gray background color for the Container as shown:

• Drag the Tabs control on top of the container as shown. (The Tabs is inside of the container.)

• Name the tabs using the control settings, then click the Publish button to save your form. Click OK at the dialog box after clicking Publish. (Do this early and often!)

• Next drag and drop your List Columns onto the canvas as shown for the Project tab:

• Add the two columns shown for the Manager tab:

• Publish changes once again, then exit to the SharePoint list view to test the form. Add a new item to verify that the form appears as expected:

• Once you have created a test record to confirm that the form is working, return to the Form Designer tool for a couple more adjustments.
• Create two Permissions Rules for the column Training Date to make it hidden when Category is not Training and Writeable when Category is Training.

• Additionally, make Training Date required when Category is Training by applying the conditional validation rule shown:

• Once again, publish your changes, then return to the form to test the settings.
• Notice that the Training Date field only appears and is required when Category is Training.