Successful Monitoring of Project Deadlines with Infowise UltimateForms Date Indicator | Infowise

Kickstart Training

Kickstart Training Overview

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

Actions vs Form Actions

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)

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

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

Tab / Field Permissions (3/3)

General Settings (Classic)

Create a Tabbed Interface

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

Signature Field

Adding a Signature Approval for List Changes

Hide fields to simplify the Add form

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

Creating a Rollup (O365)

Range Column Chart

List Search Filter by View

Rollups (On Premise)

List Filters (On premises)

Charting in Office 365

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email 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

With a dynamically updating Today field, you can use calculated fields to make date comparisons.
These comparisons are critical to setting up other smart actions and KPI indicators on the dashboard.
This example describes the simple process of getting the difference between two dates using a SharePoint calculated field.

Instructions

In your list settings create a standard SharePoint date and time field named Due Date.
Set the field as required and otherwise use default settings.
Create a standard SharePoint calculated field named Date Difference:

Simply subtract the Due Date value from your Today field value as shown.
Note that a negative value is good in this example and a positive value means overdue:

Summary

Tracking and comparing dates is valuable part of the recipe when it comes to building productive tools in SharePoint. Because your date comparisons will update each day, dashboards become dynamic and users will be able to quickly identify which projects are not on schedule. In more sophisticated tools, there may be a need to do many date comparisons as triggers for multiple workflows running in your custom tool.

Last modified: 9/1/2017 5:47 PM

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