KWizCom Forms

KWizCom Forms

True SharePoint-NativeForms & Mobile Solution

Shai PetelVP R&D, MVP

@shaibsshai@kwizcom.com

KWizCom Corporation

• Founded in 2005

• Headquartered in Toronto

• Global vendor of SharePoint Add-Ons

• 5000+ customers worldwide

• 50+ products & add-ons for SharePoint

Implementing forms in SharePoint

SharePoint list forms

Power-user tool

End-user tool

InfoPath or other proprietary form toolsWorkflows with forms

Quick & easy implementation

Support for various field types

Fully integrated with workflow, alerts and

search

You can easily extend functionalityCustom columns, Print, Scan and more

List Forms – the natural option

What’s missing in SharePoint forms? Context and logic Dynamic field constraints Tabs, group fields More flexible form layouts Cascaded fields Repeating sections Better mobile forms

External Form ToolsFeature-rich form designerEnhanced form capabilities

External Form ToolsBut…you lose your SharePoint freedom: Support custom columns? Support file upload? Separate design from SharePoint Need to create all your forms from scratch Partial integration with SharePoint

(alerts, workflows, search) Requires trained power-user/development skills

KWizCom Forms

Turn your existing

SharePoint list forms into

Smart, Context-Sensitive Forms

KWizCom Forms Get all advanced form features End-user tool, no technical skills required Enhance existing SharePoint forms with

advanced features Design once for web and mobile 100% SharePoint-Native

(Custom columns, themes, workflow)

Product Features

Let’s show you how the product works by implementing an IT Helpdesk

solution, step-by-step

CustomerHelpdesk engineer

DemoStatic Field permissions:Allowing different users see different fields

Customer

HelpdeskEngineer

This is the Support Request

formSome fields should be visible to customers

Other fields should be visible to Helpdesk

engineers

Hide marked fields from everyone

1

Show these fields only to Helpdesk engineers

2

HelpdeskEngineer

Let’s configure KWizCom Forms to hide these fields

1

1

2

1

Select fields that you wish to show/hide/disable

2

Select permission type

3

Type users/groups for which this permission rule should apply

4

Select the list forms where you want to apply the field

permission rule

5

Click to add static permission rulesIn run-time, these rules

are processed one by one according to their order.

Let’s save the settings and see which fields users see now when creating a new Support Ticket.

Customer

In New/Edit forms users see only these fields, as

configured

In View form users see all fields, as configured

Customer

HelpdeskEngineer

Now let’s make these fields visible to Helpdesk engineers

1

Select fields that you wish to show

2

Select “Show” permission type

3 Type users/groups for which this permission rule should

apply

Click to add static permission rules

4

New rules added, showing the selected fields to Helpdesk engineers.

5

Customer

Customers still see only part of the fields, as configured

HelpdeskEngineer

While Helpdesk engineers see all fields,

as configured.

DemoContext-sensitive forms:Dynamically hiding/disabling fields according to business logic

Customer

Selecting a category should show and hide the relevant

fields

Customer

When selecting “Hardware”

Customer

When selecting “Software”

Let’s configure KWizCom Forms to dynamically show these fields

1

1

2

Hide the “Hardware type”

field, and add rule1

2

3

Show the “Hardware type” field

if Category=“Hardware”1

2

3

4

These 2 rules make the “Hardware type” become visible only when Category field equals

“Hardware”

Yes, alternatively you can create one rule to hide hardware type if category does

not equal hardware.

These 2 rules make the “Hardware type” become

visible only when Category field equals “Hardware”

Let’s click “OK” to save settings

Customer

Customer

Customer

Customer

Simply do the same for software…

HelpdeskEngineer

These 2 fields should be displayed only when Issue

status field equals “Closed”

Let’s configure KWizCom Forms to dynamically show these fields

1

1

2

These 2 dynamic rules display the Issue closing date and

Resolution fields only if Issue status equals “Closed”

Let’s click “OK” to save settings

HelpdeskEngineer

HelpdeskEngineer

Let’s close this Support Request..

HelpdeskEngineer

Relevant fields appear when Issue status is

“Closed”

DemoField Constraints:Dynamic: Conditionally-mandatory fields

HelpdeskEngineer

These 2 fields should be mandatory only when Issue status field equals “Closed”

Let’s configure the Resolution and Issue closing date fields to be mandatory only if Issue status equals “Closed”.

1

2

1

Select the field that you wish to validate

3

Define conditions (when to validate the field’s value)

4

Click to add this field validation rule

2

Define the validation rule

We’ve configured 3 field validation rules

Resolution mandatory

Issue closing date mandatory and not in the future

Helpdesk engineer edits a Support Request item

HelpdeskEngineer

Change Issue status to “Closed”

HelpdeskEngineer

Try to save without updating Resolution and Issue closing date fields

HelpdeskEngineer

HelpdeskEngineer

Customized validation errors appear

DemoField Grouping:Lets divide a long form to multiple tabs, each visible to relevant audience

1

2

1Create field

groups

2

Decide which fields appear in each groups

3

Define who can see this field-group

4

Configure group layout settings

Customer

This is the group (tab) used to create support requests

And this one is for Helpdesk engineers to update case resolution

details.

Helpdesk engineer

Customer

Customer sees only one tab, because he has no permissions to see any of the

fields in the other tab.

HelpdeskEngineer

Helpdesk engineer sees the 2 tabs

HelpdeskEngineer

Summary – KWizCom FormsField-level permissionsView-level permissionsDynamic field constraintsDynamic default valuesField-grouping (Tabs)

Stan

dard

Prof

essi

onal

KWizCom Forms ProfessionalField-level permissionsView-level permissionsDynamic field constraintsDynamic default valuesField-grouping (Tabs)Cascaded fieldsRepeating rows field

Stan

dard

DemoMulti-row forms:Managing employee expense reports

Data ModelExpenses

Expense Details1

∞

(1) Create your Expense Details list

(2) In your Expenses list create a Repeating Rows column that connects to the Expense Details list

Connect to the details list

Select the columns to be displayed in the

Repeating Rows fieldConfigure each column’s width

Configure summary fields for numeric/currency fields

Configure default number of rows

Preview result

Let’s save the settings and see the result end-user experience

Let’s create a new expense report

Added expenses and clicking “Save”…

All configured form features work within the

Repeating Rows field

Form summary field available as list column

Hover over the Repeating Rows column to quickly view the details

Prof

essi

onal

KWizCom Forms Enterprise Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs)

Cascaded fields Repeating rows field

File Upload fields Custom Actions KWizCom Mobile

Stan

dard

Ente

rpris

e

SharePoint Custom ActionContext-sensitive menus for productive business users

Display customized menus, to

match user scenarios & use-cases

Auto-update fields, minimize

human errors

Trigger workflows

Redirect to pages

Configure permissions for menus

Display only relevant fields for this

use case

With Custom Actions you can

DemoCustom menus for a more convenient IT Helpdesk UX

Demo

This is my helpdesk workspace

I see an unassigned issue that I wish to

assign to myself

Demo

I clicked the support ticket to see it in

View mode

Since the issue is unassigned, I see a single

custom action called “Assign to me”

Demo

I am clicking the custom menu to gain ownership over this

support ticket

Demo

Now the issue appears under “My Support Tickets” web part(which means it is assigned to me)

Demo

By looking at the Support Tickets list, you can see that the custom action has updated the “Assigned To” and “Issue

Status” fields

Conclusion:You can use Custom Actions to auto-update item fields without having to edit the item!

Demo

Now I see 2 different custom menus, which are relevant to me as the

support engineer to whom this issue is assigned

Viewing this support ticket now…

Demo

Now I see 2 different custom menus, which are relevant to me as the support engineer to whom

this issue is assigned

If I now click this item

After resolving this issue, I am clicking the “Close Ticket”

custom menu to update the relevant ticket’s fields.

Demo

I am redirected to the issue’s edit form, That includes only the

relevant fields (other fields are automatically updated)

Demo

Once I save my updates, I can see that some additional fields were auto updated

(Issue Status, Issue Closing Date)

Display customized menus, to

match user scenarios & use-

cases

Have less fields to update,

less page refreshes

Easily integrate with workflows,

but much more than

workflows!

Easier, user-friendly UX

Custom Actions enable you to

KWizCom MobileImproving efficiency of the mobile workforce

KWizCom MobileSmart, focused interface for productive mobile users

KWizCom Mobile

KWizCom MobileSmart, focused interface for productive mobile users

Server solution

DemoGo Mobile:1. All KWizCom Form features work in

mobile devices.2. Create your custom mobile pages

Let’s click“Go to mobile view”

Optimized display for mobile devices

All KWizCom Forms features automatically modified to

work in mobile

Custom Actions

Design once for both web and mobile!

Agenda viewApproveUpload files & attachments

DemoLet’s design a more convenient mobile workspace for IT Helpdesk engineers

1st, create mobile pages

A page includes “page parts”

The result:

KWizCom MobileEasily configure a custom mobile solutions

Easy-to-use mobile solutions

Exactly the pages & menus that your business users need!

Less clicks, less page refreshes Work FASTER

HTML5, jQuery Mobile

121

Resources• Product web page:

http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/overview/

• FREE 30-day evaluation version (SP2007, 2010, 2013):http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/download/

• Admin guide:http://catalog.kwizcom.com/sites/pc/Product%20Documentation/KWizCom_SharePoint_List_Forms_Extensions_Feature_Admin_Guide.pdf

• Training videos:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/training-videos/

Questions?

Shai PetelVP R&D, MVP@shaibsshai@kwizcom.com http://kwizcom.blogspot.com