Learning Infowise for SharePoint

2h 12mBeginner2018-06-07

Authors

Phil Gold

Senior-Level Learning and Development Professional

Course details

Infowise ULTIMATEforms is a popular SharePoint extension to create and manage forms, automate and enforce business logic, and generate reports. This course shows how to use Infowise to supplement SharePoint Online and make working with SharePoint more efficient and fun. Phil Gold shows you how to set alerts to let users know when data has been added, deleted, or changed; build actions to automate common SharePoint tasks; and modify views for lists and libraries. He also explains how to customize input forms and configure list and library columns, including adding default values, data validation, dynamic rules, and security. The course wraps up with some tips for importing, exporting, and printing SharePoint data using Infowise.

Learning objectives
Creating alerts
Building actions
Modifying views
Customizing forms
Configuring list and library columns
Importing and exporting data

Skills covered

FormsSharePointEnterprise Content ManagementCloud ServicesLearningNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoft

Concepts

Introduction

Welcome
Who is this course for
Some considerations and caveats

Get Started with Infowise

Where to get the app
Add Infowise to your app catalog
Use the app on your site

Alerts

Why use alerts
Start a new alert - List, library, or item
Create a new alert
Add recipients
What and when to send
Email templates

Actions

What are actions Why use them
Create a new action
Action types
Action to change column contents
Action to send email
Action to create a new library
Where to go for more

Modify Views

Add color-coded icons to choice columns
Add KPIs, progress bars, and countdowns
Add charts
Protect views

Input Forms

Customize forms - Some background
Set up tabbed forms
Protect and hide tabs
Style tabbed forms
Tying it together

Configure List and Library Columns

Validate column information
Default values and dynamic rules
Configure item IDs
Connected lookup
Security - Protect and hide columns
Security - Require signatures
Vote for items and start discussions

Import and Export

Import data to columns
Export data via search lists
Print list data

Conclusion

Next steps