KWizCom Forms

True SharePoint-NativeForms & Mobile Solution

KWizCom Corporation

• Founded in 2005

• Headquartered in Toronto

• Global vendor of SharePoint Add-Ons

• 5000+ customers worldwide

Implementing forms in SharePoint

SharePoint list forms Immediate & simple Works in all SharePoint editions LIMITED

Power-user tool

End-user tool

InfoPath & Other proprietary form tools Advanced, dynamic forms Requires technical InfoPath/other tool skills Not fully integrated with SharePoint Additional cost ($)

Quick & easy implementation

Support for various field types

Fully integrated with workflow, alerts and

searchYou can easily add new parts (such as custom columns, Print,

Scan and more)

List Forms – the natural option

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

External Form Tools Feature-rich form designer Enhanced form capabilities

External Form ToolsBut…you lose your SharePoint freedom: Support for custom columns Print File upload Separate design from SharePoint Full integration with SharePoint alerts, workflows,

search Requires Power-user skills

KWizCom Forms

Turn your SharePoint list forms into

Smart, Context-Sensitive Forms

KWizCom FormsGet all advanced form featuresEnd-user tool, no technical skills requiredYour forms already exist, just enhance

them!100% SharePoint-Native

(Custom columns, themes, workflow)

Product Features

Let’s show you the features 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

form

Some 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

1Select 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 rules

In 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”

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

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”

DemoDynamic default values:

1. Different default values for different people2. Automatically update document Title to be

equal to the file’s name

DemoDifferent default values for different people

Customer

For a customer, “Employee” field’s default value should be equal to

[Me](Although it’s invisible)

HelpdeskEngineer

For Helpdesk engineers,The “Employee” field’s default

value should be empty

Let’s configure the “Employee” field’s default value to be equal to [Me] only for customers.

1

2

We have configured 2 Default value rules

1st rule: set the default value to [Me] for

everyone

Customer

2nd rule: set the “Employee” field’s default value to be empty only for

Helpdesk engineers

HelpdeskEngineer

DemoAutomatically update a document’s Title

(This has nothing to do with our Helpdesk example, but still it’s an annoying issue…)

Click the “Library” ribbon

Then click the “List Extensions Settings”

menu

Select the field for which you want to

setup a default value

Define your dynamic default value

And click to add this rule

Rule added

Click “OK” to save the settings

Let’s add now a new document

DemoField Constraints:1. Dynamic: Conditionally-mandatory fields2. Custom: Validate custom pattern using

regular expressions

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

Issue closing date mandatory and not in

the future

Resolution mandatory

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

Validation errors, as configured

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

1

2

1

Create 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

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

Stan

dard

Prof

essi

onal

KWizCom Forms Professional Field-level permissions View-level permissions Dynamic field constraints Dynamic default values Field-grouping (Tabs) Cascaded fields Repeating 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 field

Configure each column’s width

Configure summary fields for

numeric/currency fields

Configure amount of displayed 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,

relevant to your business logic

Auto-update fields

Trigger workflows

Redirect to pages

Configure permissions for menus

Display selected Tabs

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

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)

Create customized menus,

relevant to your business logic

Have less fields to update,

less page refreshes

Easily integrate with 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 work in mobile

Custom Actions

Design once for both web and mobile!

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

KWizCom Forms

True SharePoint-NativeForms & Mobile Solution

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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/

Thank you!

Nimrod GevaProduct Group Manager, KWizComnimrod@kwizcom.com