Learning Infowise for SharePoint

Learn how to use Infowise to create and manage forms, automate and enforce business logic, and generate reports in SharePoint Online.

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.

Introduction

• Welcome
• Who is this course for?
• Some considerations and caveats

1. Get Started with Infowise

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

2. 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

3. 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

4. Modify Views

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

5. Input Forms

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

6. 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

7. Import and Export

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

Conclusion

• Next steps