Tutorial

Kickstart Training

Kickstart Training Overview

Site Setup

List Setup and Initial Form

Form Building - Part 1

Form Building - Part 2

Form Building - Part 3

Form Building - Part 4

Form Building - Part 5

Form Building - Part 6

Form Building - Part 7

Email Alerts Setup

Getting Started

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

Creating a site from a Business Solution Template

Kick Start Training

Form Designer - Make a Basic Form

Build it Now - Expense Reports

Build it Now - Form Designer

Build it Now - Approval System (Classic)

Build it Now - Charts (Classic)

Build it Now - Notification and Escalation System (Classic)

Build it Now - Process Diagram with Workflow (Classic)

Build it Now - Reservations System (Classic)

Build it Now - Timesheets (Classic)

Expense Report with One Approval (Classic)

Vacation Report with One Approval (Classic)

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create a history section

Alerts

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Form Designer

Moving, Adding and Removing Fields

Form Builder - Basic 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

Create a Public Facing Form

Associated Items Button

Tabs and Tab Permissions

Enabling the Display All Columns Tab (Classic)

Create a Tabbed Interface

Tab / Field Permissions (1/3) (Classic)

Tab / Field Permissions (2/3) (Classic)

Tab / Field Permissions (3/3)

General Settings (Classic)

Multiple Columns (Classic)

Fragments - Inserting Custom Diagrams in Forms (Classic)

Manual Form Layout (Classic)

Use SharePoint Group Permissions (Classic)

Views and View Customization

Color Choice as a status indicator

Load a custom icon library

Add Forms to Microsoft Teams

Validation

Validate a signature field

Advanced Column Permissions

Hide fields to simplify the Add form

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Create Item IDs using a seed value

Associated Items

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Print Formatting

Calendar Print Template

Adding Parameters to Print Template

Custom Print Headers and Footers

Charts, Filters and Other Web Parts

Range Column Chart

Charting in Office 365

List Search Filter by View

Creating a Rollup (O365)

Rollups (On Premise)

List Filters (On premises)

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email Import

Smart Import

Connected Fields

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

Voting Fields

Creating a Voting Column

Setting an Owner Column

List Search

List Search Setup

Site Setup

Print

Site Setup

Instructions

Begin by creating a new SharePoint Team Site

Click "Site contents"

Select "New" then "App"

On the left under Filter, be sure to select "From my organization".

Find the Infowise Ultimate Forms App then click Add
(If you don’t have the App, contact your SharePoint Admin)

Click Trust It to install

Click link to return to Site contents page

Refresh the page until the app has a solid color as shown then click on the “Infowise Ultimate Forms” link

You may get a warning message “Editing web part pages not permitted”.
Your SharePoint Admin will need to do these steps before you can proceed:
https://www.infowisesolutions.com/blog/working-with-office-group-sites

Click back in your browser to return to Site contents

Last modified: 9/5/2023 4:35 PM

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