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

0. Introduction

01 - Welcome
02 - Who is this course for
03 - Some considerations and caveats

1. Get Started with Infowise

04 - Where to get the app
05 - Add Infowise to your app catalog
06 - Use the app on your site

2. Alerts

07 - Why use alerts
08 - Start a new alert - List, library, or item
09 - Create a new alert
10 - Add recipients
11 - What and when to send
12 - Email templates

3. Actions

13 - What are actions Why use them
14 - Create a new action
15 - Action types
16 - Action to change column contents
17 - Action to send email
18 - Action to create a new library
19 - Where to go for more

4. Modify Views

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

5. Input Forms

24 - Customize forms - Some background
25 - Set up tabbed forms
26 - Protect and hide tabs
27 - Style tabbed forms
28 - Tying it together

6. Configure List and Library Columns

29 - Validate column information
30 - Default values and dynamic rules
31 - Configure item IDs
32 - Connected lookup
33 - Security - Protect and hide columns
34 - Security - Require signatures
35 - Vote for items and start discussions

7. Import and Export

36 - Import data to columns
37 - Export data via search lists
38 - Print list data

Conclusion

39 - Next steps