Tutorial

Getting Started

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

Vacation Report with One Approval

Build it Now - Charts

Build it Now - Form Designer

Build it Now - Expense Reports

Kick Start Training

Build it Now - Approval System

Build it Now - Notification and Escalation System

Build it Now - Process Diagram with Workflow

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

Create user facing workflow

Create List Item Action

Copy List Item Action

Create a Site Action

AND / OR Conditions

Calculate Summary - Make a Tracking Report

Alerts

Working with Dates

Build a dynamic Today field

Today field date comparisons

Date comparisons with Infowise Indicator

Triggering an email alert at deadline

Time and Date Functions (1/2)

Time and Date Functions (2/2)

Form Designer

Creating a New Form

Moving, Adding and Removing Fields

Form Builder - Basic Styling

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

Create a Public Facing Form

Associated Items Button

Tabs and Tab Permissions

Tab / Field Permissions (1/3)

Tab / Field Permissions (2/3)

Tab / Field Permissions (3/3)

General Settings

Multiple Columns

Creating a Dynamic Header (2/2)

Fragments - Inserting Custom Diagrams in Forms

Enabling the Display All Columns Tab

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

Add Forms to Microsoft Teams

Validation

Validate a signature field

Validate compound conditions

Advanced Column Permissions

Hide fields to simplify the Add form

Field Permissions Basics

Field Permissions Example

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Create Item IDs using a seed value

Creating Conditional ID Schema

Associated Items

Print Formatting

Basic 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

Rollups (On Premise)

List Filters (On premises)

Creating a Rollup (O365)

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Events Calendar Plus Filter by Category

Show Additional Columns on Hover

Email Approvals

Setup Sharepoint List

Setup Email Import

Smart Import

Build the SharePoint list for import (2/4)

Setup the Smart Import (3/4)

Connected Fields

Filter By View in 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

Introduction

Print

This tutorial demonstrated the older method of creating custom Forms in Ultimate Forms. This method is appropriate to use with the SharePoint Classic experience; if you are using the Modern Experience, our recommendation is that you use the Modern Form designer instead.

There has also been a change to the Ultimate Forms interface. The new opening page looks different, but is easy to understand:

The features still operate as described in the video.

Summary

Tabs and Tab Permissions are used to provide various settings for the user interface. It is possible to configure many possibilities in the user interface. Use this section to map fields to respective tabs and also to adjust help text settings, custom headers and even custom CSS.

Last modified: 9/30/2019 3:00 PM

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