Webinars

SharePoint Workflow Ten Key Skills

Workflow is the machinery behind SharePoint forms. Getting good at workflow is essential in building comprehensive SharePoint solutions.

In the past this was a struggle, especially when using out-of-the-box tools. With Ultimate Forms and Power Automate we now have much better options.

In our next webinar, we’ll present essential workflow methods that you can use in your SharePoint solutions:

  • Incorporate a Process Diagram
  • The essential use of Status
  • User facing workflow buttons
  • Advanced history tracking showing workflow events
  • Combining Ultimate Forms Actions and Power Automate Flows
  • Use validation checks with workflow
  • Use scheduled workflow
  • Verify workflow through logging
  • Trigger batch workflows
  • Chain workflows together

Come join us as we demonstrate these useful workflow skills in our next presentation!

January 21st, 2021, 11:00 AM Eastern
Aired: 19-Nov-2020 | Webinar | Description

Working with documents in SharePoint can be a bit plain vanilla. It works fine, but what if you want something more? Like a visual user interface including advanced search and filter options?

With Ultimate Forms, you can take your Document Management System to the next level by adding features and a polished user interface. In our next webinar, we’ll show how to upgrade to a solution with these features:

  • Sort and filter by document categories
  • Tag documents for easy search results
  • Show document thumbnail file preview
  • Advanced search capabilities
  • Add metadata to improve document management
  • Centralized dashboard for easy navigation
  • Rollup view to consolidate search across libraries

After our presentation, we’ll provide the solution as a free template which you can set up in your own SharePoint!

Aired: 22-Oct-2020 | Workshop | Description

Expense reports are a required process in just about every organization. Sadly, we all get frustrated with tracking, submitting and approving expenses. It doesn’t seem very efficient. Until now!

Please join us for an interactive workshop where we will build an expense tracking system designed for ease of use and optimized for mobile devices. The system is built entirely in SharePoint, but lets users enter expenses on phones real time with just a few taps on the screen. This system includes these key features:

  • Take pictures of receipts with your phone camera.
  • Fast expense line item entry.
  • Automatic expense rollup totals.
  • Simple submission and approval process.
  • Automated PDF report generation.
  • Custom admin and user dashboards

We will build our system from scratch so you can see all the key steps and do it yourself.

Aired: 15-Oct-2020 | Webinar | Description

Leave requests should be easy. It’s easy to describe and it should be easy to use. Employees are allotted vacation. They request time off. Vacation is approved. Dashboards show used and remaining days.

With the SharePoint tool Infowise Ultimate Forms, you can easily build your own system or install our free template. In our next webinar we’ll demonstrate a Leave Request System with these key features:

  • Request time off in central dashboard
  • Simple time off approval by manager
  • Progress bar for available / remaining time
  • Automatic email notifications
  • Admin dashboard with reporting
  • Personalized “My Time Off” dashboard

After our presentation, we’ll be providing the demonstrated solution as a free template which you can download and use in your own environment!

Aired: 17-Sep-2020 | Webinar | Description

Every organization needs a training plan and an efficient way to track training. SharePoint is the perfect platform for your own custom-built Learning Management System (LMS). Providing a centralized hub where all employees can access training information is essential as a part of your communication and collaboration with employees.

Please join us as we demonstrate how to build a system to incorporate key features:

  • Personalized dashboard for each user
  • Progress bars and assignments tracking
  • Functionality for students, teachers and admins
  • Auto-generated email notifications and reminders
  • Store training content including videos and documents
  • Set up test questions and track performance related to content
  • Set up courses and schedules for each student

After the webinar, you can download the solution and try it yourself!

Aired: 13-Aug-2020 | Webinar | Description

Every organization needs public facing forms. This is how you collect new contact information, provide a customer support form, facilitate event sign ups or even do basic surveys. Once the form is submitted, this requires some tracking and follow up to help customers. SharePoint Online is the perfect place to manage this process.

The trouble is that SharePoint Online is designed only for users inside your organization. We need a way to let a non-logged-in user submit a form and for that data to get to SharePoint.

We’ve got the perfect solution for you! Please join us as we show how to use Ultimate Forms Form Designer to set up a public facing form in SharePoint online.

  • Securely transmitted form data from public user to SharePoint Online list.
  • Uses CAPTCHA technology to screen out spam submissions.
  • Automatic transfer of data to SharePoint Online.
  • Automatic email notifications and dashboard tracking in SharePoint.
  • Fully dynamic forms laid out exactly how you want.
  • More flexibility and options than Microsoft Forms.

After the webinar, you can download the solution and try it yourself!

Aired: 16-Jul-2020 | Webinar | Description

Expense reports are a required process in just about every organization. Sadly, we all get frustrated with tracking, submitting and approving expenses. It doesn’t seem very efficient.

Until now!

Please join us for a demonstration of an expense tracking system designed for ease of use and optimized for mobile devices. The system is built entirely in SharePoint, but lets users enter expenses on phones real time with just a few taps on the screen. This system includes these key features:

  • Take pictures of receipts with your phone camera.
  • Fast expense line item entry.
  • Automatic expense rollup totals.
  • Simple submission and approval process.
  • Automated PDF report generation.
  • Custom admin and user dashboards

After the webinar, you can download the solution and try it yourself!

Aired: 18-Jun-2020 | Webinar | Description

Tracking time is a common need across all businesses. Weekly timesheets, tracking hours on customer work or tracking time by project are common examples.

There are plenty of off-the-shelf tracking systems, but they lack the ability to fully adapt to your own process. Ultimate Forms provides the tools for you to build to your exact process. All settings can be applied through simple configuration with no custom code.

In our presentation, we’ll show how to build key time tracking features:

  • Automatically generate weekly timesheets for each employee.
  • Streamlined forms with pre-populated entries.
  • Auto-calculated total hours.
  • Reminder emails and auto-submit at deadline.

Visual dashboards with progress bars and charting.

  • Auto-generated PDF time reports at month-end.

After the webinar, you can download the solution and try it yourself!

Aired: 21-May-2020 | Webinar | Description

Setting up custom forms in SharePoint is a hassle and takes way too much time. The tools available are difficult to use and geared toward SharePoint Developers. Right?

Not anymore! Ultimate Forms Form Designer has made form building an easy and intuitive process that can be done with no hassles.

Ultimate Forms consolidates the whole form building process into a single-screen workbench.

We’ll show how simple it is to do the whole build including creating fields, setting up tabs, adjusting for multi-column layouts plus fine-tuning the look and feel.

Whether you are an Ultimate Forms veteran or new to the product, this webinar will show you a refreshingly simple approach to getting awesome forms put together in minutes.

After the webinar, you can download the example and try out the solution yourself!

Aired: 23-Apr-2020 | Webinar | Description

The current world health crisis is demanding immediate action. Companies need to move fast and make changes without having a lot of time and money to waste. Ultimate Forms gives them that capability, making it possible for non-developers to come up with robust solutions, fast and without a lot of time for elaborate planning.

With Ultimate Forms, businesses can:

  • Rapidly create and implement automated employee and customer communication and information plans;
  • Easily deploy project tracking functionality with internal checks and notification to guarantee work doesn't get dropped;
  • Build robust process workflows that provide end-to-end guidance and advanced automation;
  • And much, much more.

All this without code, using Ultimate Forms' unique menu-driven interface!

In this webinar, we’ll give an overview of some of Ultimate Foms' key features, and talk about how they are even more valuable during today's challenging times.

Aired: 20-Mar-2020 | Webinar | Description

From smart phones to smart homes, the way that we go about our daily life has become closely integrated with technology. This automation streamlines activities and performs actions with simple user input.

So too has SharePoint automation evolved to facilitate business processes. Ultimate Forms Actions have long been at the heart of how we build SharePoint solutions. These actions allow users to set up processes based on simple triggers or scheduled without using any custom code.

Microsoft has made a big impact with the evolution of Power Automate (formerly called Flow).

Both toolsets have distinct advantages when building automated solutions.

Power Automate is more developer-oriented while providing broad possibilities to integrate with other web-based platforms. Ultimate Forms Actions provide an easy and intuitive approach especially adept at automating activities inside of SharePoint.

What’s great is that these toolsets can be combined to build full-featured solutions that are otherwise not possible!

Please join us for our next presentation where we show a powerful business solution combining the functionality of Power Automate with Ultimate Forms Actions.

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