KWizCom SharePoint List Forms Extensions Feature User Guide

SharePoint List Forms Extensions Feature

Installation & User Guide

Copyright © 2005-2009 KWizCom Corp. All rights reserved. www.KWizCom.com

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Copyright © 2005-2009 KWizCom Corporation. All rights reserved.

Company Headquarters

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Unit 109Markham,

Ontario ON L3R 9T3, Canada

E-mail: [email protected]

Web site: http://www.KWizCom.com

Sales

E-mail: [email protected]

Telephone: +1-905-370-0333

http://www.kwizcom.com/ProductSupport.asp


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Table of Contents

Introduction ......................................................................................................... 4

Overview ............................................................................................................... 5

Field-Level Permissions _______________________________________________ 5

Field-Level Constraints ________________________________________________ 9

Default Values ______________________________________________________ 10

Field Grouping ______________________________________________________ 12

View Level Permissions _____________________________________________ 14

Key Features & Benefits _____________________________________________ 16

Installation ......................................................................................................... 18

Software prerequisites ______________________________________________ 18

Installation Procedure ______________________________________________ 18

Post Installation ____________________________________________________ 19

Component Activation .................................................................................... 20

Administration Guide ...................................................................................... 22

Introduction ________________________________________________________ 22

Field-Level Permissions settings page _______________________________ 23

Field-Level Constraints settings page _______________________________ 25 Defining custom patterns .......................................................................................... 26

Default Values settings page ________________________________________ 27

Field Grouping settings page ________________________________________ 29

View Level Permissions settings page _______________________________ 30

FAQ ........................................................................................................................ 32

Version Release Notes ................................................................................... 33

Version History _____________________________________________________ 33

Technical Support ............................................................................................ 35


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Introduction

KWizCom SharePoint List Forms Extension Feature wipes out the

limitations of SharePoint list forms, adding exciting new features with

advanced capabilities. KWizCom has turned SharePoint List Forms into

powerful application forms, customizable to suite your needs!

This document provides all the information needed to install, evaluate and

deploy KWizCom's SharePoint List Forms Extension Feature:

Product Overview

Installation Guide

Component Activation

Administrator Guide

FAQ

Version Release Notes


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Overview

KWizCom SharePoint List Forms Extensions Feature

wipes out SharePoint List forms limitations!

Need web form capabilities?

Now you can have what you need, in SharePoint!

You no longer need to purchase additional Forms solutions, no need to

purchase forms applications or custom develop them. With a little help

from KWizCom you can enjoy real forms functionality using WSS/MOSS!

KWizCom's SharePoint List Forms Extensions Feature bridges the

gap between the SharePoint list forms you are familiar with

(New/Edit/View forms) and standard form features, enhancing the current

SharePoint form features with the missing features of the classical web

form.

The new version 1.2.00 includes the following exciting web forms

features:

Field level permissions

Field level constraints

Default values

Field grouping

View level permissions (Yes , permissions for list views!)

Field-Level Permissions

Now you can define the visibility of specific list form fields to specific

users/groups!

We added a new "Field-Level Permissions" management page to every


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list. This enables the list owner to define the visible/active status for every

field:

After the fields' permissions settings are saved, the form starts to

behave differently for different users. In the following example - the

"Due Date" field is disabled for all "KWizCom Members" group members:


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When a manager edits the same task; the "Due Date" will be visible and

active:


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Field permissions enable user specific modification of forms - you can

prevent users from seeing or updating specific fields and provide

different forms for different employees/roles.

But wait…that's not all!

You can also define dynamic, field-based rules for hiding/disabling form

fields; this turns the SharePoint list forms into full-featured forms with

intrinsic field logic!


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Now you can easily use simple SharePoint lists WITHOUT any additional

development to handle scenarios such as:

Help-Desk form submissions – the user and the technician utilize different fields – each sees what's relevant to their task

Purchase order approval forms – the manager sees different fields than the employee

Field-Level Constraints

Easily define field-validation constraints to enforce input patterns

according to required form logic: Email, field length, ID, equals etc.

You can also define any custom regular expression for any required field!


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Default Values

You can define default values for field types that out of the box SharePoint

does not enable (such as "Person" or "Lookup" fields). You can define

different default values for different users/groups as well!

"Customer Email" field

will be validated for the

email pattern.


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Field Grouping

Ever tried to create a SharePoint list with 20 fields/columns? You end up

with an endless form with what could be called a large pile of fields,

lacking any logical grouping/categorization. No More!

SharePoint List Forms Extensions feature enables division of list fields into

logical groups/sections displayed in different tabs.

We defined 2

tabs for the

"Tasks" list form

These are the fields

that will be displayed in the "new" tab


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Now the list's "New"/"Edit"

form fields are divided

between the 2 tabs for

much more convenient

user interface.


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View Level Permissions

Yes... you can also define list views access permissions:

We have defined that all

users but one cannot

see the "Active Tasks"

view.

Define the various

messages

presented to an

unauthorized user

trying to access a view.


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The "Active Tasks" doesn't

show in the list "Views" drop-down.

A configurable error page

displayed to unauthorized

users trying to directly

browse the view page.


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Key Features & Benefits

Feature Standard

edition

Professional

edition

Display/hide fields from list forms

(New/Edit/View item) to specific users or SharePoint groups.

Support MOSS 2007 / WSS 3.0

Disable fields for specific users or SharePoint groups.

Hide/Disable fields according to a criteria based on list fields' values (the item's

status)

Support [Me] and [Today] SharePoint tokens

in field-based criteria for hiding/disabling fields

Enable defining field validation rules (constraints) including custom regular

expressions.

Enable defining field validation rules,

depending on other field values (dynamic rules).

Enable defining custom field default values, depending on the current user.

Enable dividing list form's fields into several pages (tabs).

Support list view permissions.

Cross-browser compatible (IE, Firefox & Google Chrome)

Compliant with the web accessibility standard (WCAG)

Multilingual (standard for all KWizCom components)


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Server-side event handler that prevents the

updating of defined document properties using webDav (thus bypassing the SharePoint

web interface)


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Installation

Software prerequisites

Server Requirements

1. Microsoft Windows SharePoint Services 3.0 (WSS 3.0) Or

2. Microsoft Office SharePoint Server 2007 (MOSS 2007)

Client PC Requirements

1. Microsoft Windows XP (SP2) or Windows Vista

2. Microsoft Internet Explorer 6+ / Mozilla Firefox 2+ /Google Chrome

Installation Procedure

1. Log in as local administrator to your SharePoint server.

2. Unzip the KWizCom SharePoint List Forms Extensions Feature

installation zipped file on your WSS server.

3. Double-click the .msi file in order to begin the installation.

When the installation process is complete it will recycle all

application pools automatically.

4. That's it!

The installation is installed and will activate the new "SharePoint List

Forms Extensions" feature.


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Post Installation

1. After completion of the installation, you will see a new KWizCom entry

in Windows Start -> All Programs -> KWizCom containing the

following programs:

About SharePoint List Forms Extensions

Display General Information about the component.

Activate SharePoint List Forms Extensions

This utility enables you (the SharePoint Administrator) to activate the

downloaded evaluation version.


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Component Activation

KWizCom components are available for evaluation prior to purchase. You

are welcome to try our components and verify that they indeed meet your

needs. Each KWizCom component evaluation version contains all features

included in the component's production version. The only difference

between the versions is that the evaluation version will time-out after one

month.

Congratulations!

You have decided to order a KWizCom component.

The next steps to take are detailed below

1. Order the component on the KWizCom website –

www.KWizCom.com.

2. Send us the installed evaluation version's Product Code (you will

see the Product Code on the "About" product page:

Note: Use the Activation Request web form, on KWizCom web site

http://www.kwizcom.com/

http://www.kwizcom.com/ProductReg.asp


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to send us your product code.

3. Get the component activation key – this key will be sent to you by

email once your order is processed.

4. Activate your installed evaluation version -

click Start -> All Programs -> KWizCom -> SharePoint List

Forms Extensions -> Activate SharePoint List Forms

Extensions


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Administration Guide

Introduction

This chapter describes the SharePoint List Extensions Feature

configuration pages.

In order to define field-permissions for a list, simply browse that list's

management page and click the "SharePoint list forms extensions" link:


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This will open the SLFE configuration interface which includes the following

configuration pages:

Field-Level Permissions settings page

The Field-Level Permissions settings page includes the following fields:

Field Description


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Field Pick a field that you wish to define permissions

for.

Permission type Choose the permission type you want to define

for the selected field:

Show – show that field

Hide – the field will not be displayed

Disable – the field will be visible but inactive (read only).

Users/Group Enter user/SharePoint group names.

Apply permissions to the following

item pages

Select the list item form (New/Edit/View) where the defined field level permissions should be applied.

Conditions This part exists ONLY in the professional

edition of this add-on.

Define property-based criteria for the selected

permission. You can add several conditions to a rule.

In order to add a rule, define the criteria and

then click the 'Add field permission rule" button. This will add the rule to the "Current field rules"

grid at the bottom of the page.

Add field-level

permission rule

In order to add a rule, click the 'Add field

permission rule" button. This will add the rule to the "Current field rules" grid at the bottom of the page.

After you have defined all the controls described above, click the "OK"

button to apply this configuration.


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Field-Level Constraints settings page

The Field-Level Constraints settings page includes the following fields:

Field Description

Field Pick a field that you wish to define permissions for.

Conditions This part exists ONLY in the professional edition of this add-on.

Define property-based criteria for the selected

field constraints. You can add several conditions to a rule.

In order to add a rule, define the criteria and then click the 'Add field permission rule" button.


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This will add the rule to the "Current field rules"

grid at the bottom of the page.

Validation rules Define a field validation rule.

Add field-level validation rule

In order to add a rule, click the 'Add field validation rule" button. This will add the rule to

the "Current list rules" grid at the bottom of the page.


button to apply the configuration you defined.

Defining custom patterns When you select the "Custom Pattern" validation rule you can to define a

custom regular expression*. A regular expression is a special text string

for describing a string pattern. It enables you to define the exact pattern

you wish to validate. For more information about the regular expressions

syntax, please browse:

http://www.regular-expressions.info/index.html

In the following screenshot, a "[1-9][0-9]" regular expression is used to

define a new validation rule for numbers in the range of 10-99:

http://www.regular-expressions.info/index.html


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Default Values settings page

The Default Values settings page includes the following fields:

Field Description

Field Pick a field that you wish to define permissions

for.


Default value Define the default value

Add default

value rule

In order to add a rule, click the 'Add default

value rule" button. This will add the rule to the "Current default value rules" grid at the bottom


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of the page.




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Field Grouping settings page

The Default values settings page includes the following fields:

Field Description

Tabs List of defined page tabs.

Add new tab Enables you to add a new tab

Unassociated fields/Selected

tab fields

After selecting a tab in the top-most control, select which fields should be displayed in that

tab (page).


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*Custom CSS

Path

Enter the URL of a custom CSS file where you

can override the default tab style.



View Level Permissions settings page

The Default values settings page includes the following fields:


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Field Description

View Select the view/s for which you want to define permissions.

Permission Type Select the type of permission (hide or show).


Add View-Level

Permissions Rule

In order to add a rule, click the "Add View-Level

Permissions Rule" button. This will add the rule to the "Current list view rules" grid at the bottom of the page.

Redirect page settings

This section enables you to define a custom error page to which users trying to access a

view they are not authorized to view, will be redirected.




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FAQ

What does the SharePoint List Forms

Extension Feature do?

The feature enhances WSS/MOSS list pages, giving them added web form

features and capabilities. This is a pocket friendly solution that saves you

the expense of buying Form generators/servers.

Does it work also with document libraries?

Because item fields can be edited directly from Office applications, we

cannot enforce these rules for document libraries. However, the

SharePoint List Form Extensions feature includes a server-side event

handler that can prevent users from updating fields that are defined as

hidden or disabled.

Can I also define permissions on views?

Yes!

You can define access permissions to list views.


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Version Release Notes Primary Software

Version 1.2.10

Base version 1.2.00

Release date June-05-2009

Sub-Modules

Module Version

n/a n/a

Version History

CR # Description

Version 1.2.10, June-05-2009

70 Fixed Bug: When deleting a field which used in Tab Grouping the "New

Form" and "Disp Form" pages stop to work as well as SLFE Field Group

page

71 Fixed Bug: [Today] token gives Illegal value

72 Fixed Bug: Anonymous user cannot enter the list views / list item view

page

73 Add "All fields" tab to tabbed item forms

74 Fixed Bug: when field fails validation in other tab (not the current) the

page does not switch to that tab automatically

Version 1.2.00, May-20-2009

6 Support AD groups

8 Support Field groups/sections

9 Support field constraints (field validation rules)

22 Support accessibility standards (WCAG)

31 Enable defining field permissions on multiple fields at a time

33 Bug Fix: [Me] Token does not work

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Enable providing permissions for attachments and calculated fields in

display mode

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Bug Fix: Condition with [Me] value doesn't work on a "Person" field

with multiple selection allowed

41 Support View permissions

Version 1.1.01, December-31-2008

1 Enable saving a list with field –level permission settings as a template


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2 Bug Fix: Enable support for [Today]+X terms

Version 1.1.00, December-18-2008

Base version.


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Technical Support

You can obtain technical support using any of the following methods:

The KWizCom Web site

The KWizCom website: www.KWizCom.com contains up-to-date, valuable

information, including:

Answers to frequently asked questions (FAQ's) about our products –

usability and technical questions.

Product updates, which provide you with bug fixes and new

features.

The Web Form

For technical support through the Internet, please complete and submit

our support web form on our web site

For more information on technical support, please review our support

programs page.

KWizCom's global network of experts is always standing by, waiting to

provide a rapid response for each customer query.



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KWizCom SharePoint List Forms Extensions Feature User Guide

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