Learn how to build a Notification and Escalation System in SharePoint - SharePoint Phil Gold

Actions

AND / OR Conditions

Create List Item Action

Actions in Infowise Ultimate Forms

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

Create a Site Action

Manage Permissions Action

Check if field value changed

Create a history section

Actions vs Form Actions

Alerts

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Kickstart Training

Kickstart Training Overview

List Setup and Initial Form

Form Building - Part 1

Form Building - Part 2

Form Building - Part 3

Form Building - Part 4

Form Building - Part 5

Form Building - Part 6

Form Building - Part 7

Email Alerts Setup

Getting Started

Differences Between Infowise UltimateForms for Microsoft 365 and On-premise Versions

Creating a site from a Business Solution Template

Kick Start Training

Form Designer - Make a Basic Form

Build it Now - Expense Reports

Build it Now - Form Designer

Build it Now - Approval System (Classic)

Build it Now - Charts (Classic)

Build it Now - Notification and Escalation System (Classic)

Build it Now - Process Diagram with Workflow (Classic)

Build it Now - Reservations System (Classic)

Build it Now - Timesheets (Classic)

Expense Report with One Approval (Classic)

Vacation Report with One Approval (Classic)

Form Designer

Moving, Adding and Removing Fields

Working with Tabs and Accordions

Using Grid Design to Fine-Tune Form Layout

Form Designer - Basic Styling

Managing Form Changes and Versions

Creating and Using Shared Styles

CSS for the Modern Form Designer – a Closer Look

Create a Public Facing Form

Tabs and Tab Permissions

Tab / Field Permissions (1/3) (Classic)

Tab / Field Permissions (2/3) (Classic)

Tab / Field Permissions (3/3)

General Settings (Classic)

Multiple Columns (Classic)

Fragments - Inserting Custom Diagrams in Forms (Classic)

Enabling the Display All Columns Tab (Classic)

Use SharePoint Group Permissions (Classic)

Manual Form Layout (Classic)

Create a Tabbed Interface

Views and View Customization

Color Choice as a status indicator

Load a custom icon library

Add Forms to Microsoft Teams

Event Calendar

Basic Events Calendar On-Premise

Basic Event Calendar Office 365

Adding and Managing Multiple Data Sources

Displaying Associated Tasks in Event Calendar

Email Approvals

Setup Sharepoint List

Setup Email Import

Item IDs

Create Item IDs using a seed value

Create Document IDs with Date Prefix

Create Item IDs Using Column Values

Create Item IDs Using Conditions

Print Formatting

Calendar Print Template

Adding Parameters to Print Template

Custom Print Headers and Footers

How to Create and Customize a Print Template

Printing Using Word Templates

Associated Items

Associated Items Button

Using Associated Items Summary Columns

Automating Associated Tasks with Actions

Using Associated Documents with Projects

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Signature

Adding and Configuring the Signature Column

Building Approval Logic with Signature

Completing Approval Workflows with Signature

Connected Lookups

Creating a Master- Detail Lookup Column with On-Premise Infowise

Creating Your First Connected Lookup

Creating Multi-Level Cascading Lookups

Connected Lookup Filtering by Multiple Parent Columns

Creating Connected Lookups with Enhanced Options

List Search

List Search Setup

Adding the List Search Web Part to Page

Using Simple and Advanced Search

Working with List Search Results

Configuring List Search for SharePoint On-Premises

List Search Filter by View

Voting Columns

Creating a Voting Column

Setting an Owner Column

Set up Comments for Voting

Rollups

Creating a Rollups Profile in Microsoft 365

Configuring Rollups for SharePoint On-Premises

Working with Rollups Results

Counter

Creating and Configuring Counters (Microsoft 365)

Displaying Percentage Values and Trends in Counters

Counters with Views and Links

Charts

Charts Introduction

Creating and Configuring Charts

Range Column and Range Bar Charts

Stacked Area Chart

Stacked Bar Chart

Stacked Column Chart

Import

Creating and Configuring Import Profiles

Importing Data from Email into SharePoint

Importing Data from a Database into SharePoint

Importing Twilio SMS Messages into SharePoint

Importing Data from Excel into SharePoint

Filters

Creating and Configuring Filters

Using Different Filter Types

Configuring Filter Behavior and Default Values

Lookup Filters and Cascading Filters

Approval

Adding and Configuring the Approval Control

Creating Your First Approval Workflow

Creating Multi-Stage Approval Workflows

Configuring Conditional Approvers

Configuring Approver Delegation

Customizing Approval Notifications

Monitoring

Troubleshooting Throttling in Ultimate Forms

Column Behavior

Default Values and Dynamic Rules

Validation Rules

Validate a signature field

Permission Rules

Hide fields to simplify the Add form

Learn how to build this solution from scratch in this video tutorial:

Last modified: 3/18/2022 3:07 PM

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