Tutorial

Welcome

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

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Copy List Item Action

Delete 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 ^NEW!

Alerts

Working with Dates

Build a dynamic Today field

Today field date comparisons

Triggering an email alert at deadline

Time and Date Functions (1/2) ^NEW!

Date comparisons with Infowise Indicator

Time and Date Functions (2/2) ^NEW!

Tabs and Tab Permissions

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)

Creating a Dynamic Header (2/2)

Multiple Columns

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 ^NEW!

Color Choice / Indicator

Color Choice as a status indicator

Load a custom icon library

Use indicator to track spending

Validation

Validate field length

Validate numeric / date values

Validate a signature field

Validate compound conditions

Validate Empty Columns ^NEW!

Advanced Column Permissions

Field Permissions Basics

Hide fields to simplify the Add form

Field Permissions Example

Signature Field ^NEW!

Item IDs

Create Item IDs using a seed value

Associated Items

Creating an Associated Item field

Child List Content Types

Associated Items Example: Products

Changing Parent/Child Relationships

Passing Data Between Lists

Print Formatting

Calendar Print Template ^NEW!

Advanced print formatting

Adding Parameters to Print Template ^NEW!

Basic print formatting

Add QR Code to Print Template ^NEW!

Charting

Charting in Office 365

Range Column Chart

Event Calendar

Basic Event Calendar Office 365 ^NEW!

Events Calendar Plus Filter by Category ^NEW!

Basic Events Calendar On-Premise

Show Additional Columns on Hover ^NEW!

Email Approvals

Setup Sharepoint List

Create Email Alert

Setup Email Import

Smart Import from a Database

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)

Connected Fields

Creating Master-Detail Cascading Lookup Column ^NEW!

Filter By View in Connected Fields ^NEW!

Creating a Master- Detail Lookup Column with On-Premise Infowise ^NEW!

List Search

List Search Setup ^NEW!

List Search Filter by View ^NEW!

Voting Fields

Creating a Voting Column ^NEW!

Setting an Owner Column ^NEW!

Introduction

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: 9/1/2017 7:17 PM

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