Did you know that you can easily create custom-tailored SharePoint Mobile solutions in just a few minutes, without any code development at all?

“But SharePoint is very customizable and already has a mobile output format (/m)”

OK...I just got out from a meeting with a customer, I would like to create a follow-up task for myself while I’m on my

way to my car..

Where is my sales dashboard??

All I see is a long list of lists and libraries..most of them I

don’t know..I just need a big “New

Task” button

Oh, here is the Tasks list!Let’s click it…maybe then I’ll see the “New Task” button

Here’s SharePoint’s mobile view (/m)

Here are my tasks!(I see some which are VERY

old..)

Oh, this one should be closed long ago. How do I

close a task?

Very simple!Click “Display”, then click “Edit”

and then mark the task with “Completed” status and then

click “Save”…

Found the “New Task” link!!(I already got into my car..)

I wish I could just have a

“Close Task” link here..

Close Task

Finally I can write the follow-up task for

myself!

Why do I need this field?? It’s a NEW task so of course it was

not started!!

Same for this one…why is it here??

Now I have to select myself from a list…this is really taking far too long for one simple follow-up

task..

Couldn’t our IT experts just create a simple

“New Task for Myself” button that opens a new task page without the irrelevant

fields ??

Couldn’t they spare me from all these screen and allow me access directly the

“New Task page”?

I don’t care how SharePoint works..

I need to be able to work faster!!

SharePoint mobile-user challenges

A much more focused interface is required

No more generic New-View-Edit SharePoint list pages – all with the same “generic” menus.

Have the exact interface needed by your mobile users to perform their business activities.

What mobile users do need

My Actions

View My Tasks

View My Leads

View My Quotes

$ View Price List

Add a new task

Add a new lead

My Monthly Summary

Sales $(USD) 150,000

Quotes awaiting approval 95,000

+

+

My Sales spaceCustom pages that include EXACTLY

what I need

Easy to create and configure, just like

SharePoint

Fits 100% to my smart phone

(without any development)

Instead of the generic SharePoint screens have a focused, simple Task-Oriented interface!

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

In just a few minutes you can produce a custom-tailored, focused mobile interface that answers your mobile users’ specific needs!

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

You have FULL control over your SharePoint Mobile application:

You define the exact layout You define which menus and actions will

be visible You define the exact logic

Zero development!

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

Who needs it? Field-engineers Sales agents Support/Help-Desk employees

and..Anyone who needs the same level of SharePoint Workspace service while being out of the office!

CUSTOM TASK MANAGEMENT MOBILE SOLUTION(WITHOUT THE “GENERIC” SHAREPOINT FEATURES)

Use Case 1

This is the Tasks list on my mobile phone

Clicking on “Actions”..

I now see the exact menus I need (and NOT the regular SharePoint menus that

half of them I never use..)

I see only the menus I need to see according to defined logic(who I am, Which view I am watching)

When I click the “Create new task for me” action,

The following will happen

Pre-action confirmation message

and if I click “OK”..

Remember what fields you see in SharePoint when you want to

create a new task for yourself?

I would like not to see this field, and have a default value of “Not Started”

don’t want to see this field(and have a 0 default value for it)

I would like this field to be automatically filled with my

user name

Well..here is the focused, mobile version:

Since it is a new task for myself, I see only relevant fields.

The field “assigned to” is not visible and is auto-filled with my username.

I fill out these fields and click “Submit”

I am automatically redirected to “My Tasks” view

(because this is how I defined it), and several fields were

auto-filled.

Let’s now go to an existing task

Clicking an item..

I see only the fields I should see

The fields are grouped into page parts (sections)

according to the way I wanted

Clicking the “Actions” shows custom item-level

actions

For example:The action “Close Task” is visible because this task is

assigned to me.

You can define item-level conditioned menus which are visible according to a defined logic!

SO… HOW DO I CREATE A CUSTOM

MOBILE SOLUTION?

This is a regular Tasks list.You can see we’ve added some custom actions to

the list.

Go to the List’s Settings page to configure its

mobile behavior…

Click the “SharePoint list forms extensions” link to

configure the list (both for web and for mobile)

In his page for example you define the available

custom list actions

These custom actions produce...

…the menus that your users see on

their smart phones

You can define the exact logic for every custom

action

Caption and icons

To which page the user will be redirected after the

action was done

Who sees this action, and on which views

Define fields auto-update rules for each menu.

(in our example:when creating a task for myself, make the

“Assign To” field be equal to [me])

Define which field groups (tabs) will be visible for user

input

You can define which workflows should be

initiated upon this action’s completion!

You have similar abilities to define Item-level actions, but…

You can also define logic conditions for each menu’s visibility!

Example:The menu “Close Task” will be visible only to the user which the task he sees is assigned to him (you cannot close other employee’s tasks)

Summary I see only the relevant fields I see only the relevant views I see only the relevant, custom

list-level and item-level menus These menus are depended upon

who I am, what I am watching and that state of the current item (so there are no irrelevant options)

Minimum mistakes to do, minimum post-backs

Task-oriented, easy to use solution!

KEY ADVANTAGES

Feature comparisonFeature KWizCom Others

Solution type Product infrastructure

Target audience Power-users & implementers Developers

What is does Enables producing mobile solutions with zero development

Provides infrastructure for solution development for mobile.

Deployment Server only Server/client

Solution templates Includes templates No templates

Extensible by development Yes Yes

TECHNICAL OVERVIEW

This solution is based on Strict XHTML Master page + layout pages HTML generated using user controls ASCX and

repeaters (highly customizable!) UI is strictly done using CSS

Fully integrated SharePoint solution

Settings are saved as XML file in the list or site. Can be saved as part of a:– Template– Definition – Can be set using features on existing lists

Standard SharePoint solution, easily deployed across your organization!

Join the Beta program! Join the beta program and:– Have new opportunities to provide your customers with

extreme solutions– Be able to influence these solutions’ roadmap, according

to your requirements– Earn reseller points that provide you with larger reseller

discount!

Contact us TODAY: sales@kwizcom.com

Thank you!