KWizCom Forms is a SharePoint add-on that turns your existing SharePoint list forms into rich, enhanced web & mobile forms.
Easily create your custom forms by quickly enhancing existing list forms. No need to deploy and learn a new, external form tool.
KWizCom Forms is 100% SharePoint-Native, which means there's no external designer and new proprietary forms technology.
2. KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
3. 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 ($)
4. Quick & easy
implementation
Support for various
field types
Fully integrated with
workflow, alerts and
search
You can easily add new parts
(such as custom columns, Print,
Scan and more)
List Forms – the natural option
5. What’s missing in SharePoint forms?
Context and logic
Dynamic field constraints
Tabs
More flexible form layout
Cascaded fields
Repeating sections
Better mobile forms
7. External Form Tools
But…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
9. KWizCom Forms
Get all advanced form features
End-user tool, no technical skills required
Your forms already exist, just enhance
them!
100% SharePoint-Native
(Custom columns, themes, workflow)
10. Product Features
Let’s show you the features by
implementing an IT Helpdesk solution,
step-by-step
CustomerHelpdesk engineer
26. 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
53. Demo
Dynamic default values:
1. Different default values for different
people
2. Automatically update document Title to
be equal to the file’s name
61. 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
Helpdesk
Engineer
62. Demo
Automatically update a document’s Title
(This has nothing to do with our Helpdesk example,
but still it’s an annoying issue…)
78. 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
93. Summary – KWizCom Forms
Field-level permissions
View-level permissions
Dynamic field constraints
Dynamic default values
Field-grouping (Tabs)
Standard
94. Professional
KWizCom Forms Professional
Field-level permissions
View-level permissions
Dynamic field constraints
Dynamic default values
Field-grouping (Tabs)
Cascaded fields
Repeating rows field
Standard
111. 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
114. 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”
115. Demo
I am clicking the custom menu
to gain ownership over this
support ticket
116. Demo
Now the issue appears under
“My Support Tickets” web part
(which means it is assigned to me)
117. 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!
118. 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
119. 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.
120. Demo
I am redirected to the issue’s edit
form, That includes only the
relevant fields
(other fields are automatically updated)
121. Demo
Once I save my updates, I can see that
some additional fields were auto
updated
(Issue Status, Issue Closing Date)
122. 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
138. KWizCom Mobile
Easily 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