Tutorial

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

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

Manage Exchange

Calculate Summary - Make a Tracking Report

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)

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

Create a Public Facing Form

Add New Column using Form Designer

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)

Multiple Columns

Creating a Dynamic Header (2/2)

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

Color Choice as a status indicator

Load a custom icon library

Use indicator to track spending

Creating View Permissions

Validation

Validate field length

Validate a signature field

Validate numeric / date values

Validate compound conditions

Validate Empty Columns

Advanced Column Permissions

Field Permissions Basics

Hide fields to simplify the Add form

Field Permissions Example

Signature Field

Adding a Signature Approval for List Changes

Item IDs

Creating a Simple Custom ID Schema (O365)

Create Item IDs using a seed value

Creating Conditional ID Schema

Associated Items

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

Basic print formatting

Custom Print Headers and Footers

Calendar Print Template

Advanced print formatting

Adding Parameters to Print Template

Add QR Code to Print Template

Charts, Filters and Other Web Parts

Creating a Rollup (O365)

Rollups (On Premise)

Charting in Office 365

Range Column Chart

Create Charts with a Dynamic Filter

List Search Web Part (O365)

List Filters (On premises)

List Search Filter by View

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

Setup Sharepoint List

Create Email Alert

Setup Email Import

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

Creating Master-Detail Cascading Lookup Column

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

Using Collapsible Groups Instead of Tabs

Print

Another powerful display option for your Ultimate Form, is the option to use groups that can be toggled between expanded and collapsed. Below you will find the instructions to enable this option on your list.

NOTE: This tutorial demonstrates 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.

Instructions

We will start up with some simple tabs configured against a simple Contacts list that divides a home and work address in the same list item.

In the list, go to the design option to access the Ultimate Forms configuration settings and choose Tabs and tab permissions.

Scroll down the General Settings area and under the Display as drop down and choose the Groups option.

After that choose the Collapsibile check box to enable the the groups to toggle between expanded and collapsed.

Afterwards, return back to the list item to see how your groups look when collapsed/expanded. Below you can see how our Contacts list looks with the Collapsible option checked.

Last modified: 9/30/2019 3:22 PM

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