SharePoint Wiki

Regardless of the future of still dying InfoPath with its pro and cons, there are many other ways on how to create a form in SharePoint 2013 with other solutions. This article will help you to find out how to create a form in SharePoint 2013 easily and seamlessly. Which alternative you choose will depend on your business needs, company budget, technical skills, and other specific factors. In this article, we will highlight the most obvious ways to create a form in SharePoint. ...

Need to create a SharePoint Kanban Board for a task list inside SharePoint Online? Here you can find step-by-step directions on how to do that. If you’d like to see video instructions, please watch our YouTube video. How to create a SharePoint Kanban Board for a task list To begin with, you navigate to your site contents and click on Kanban Board for Office 365 there. That will lead you to your board collections. If you want to create a new board, you simply click on the button “create new board”. Then you create a name and a brief description for the board. After that, from “open lists picker”, you choose “task” for “available content-type” and pick the list or lists you want to make changes to. For the next step, you add your settings for the columns under “board setup”. You can delete or move around the columns. You can as well change the maximum amount of tasks in each column. ...

For quickly differentiating tasks inside a SharePoint Kanban board you can color code them. First of all you need to choose the board and go to “card setup”. https://www.youtube.com/watch?v=PBGTBe_LLIg Then you need to scroll down and click on “add style rule”. Here you simply create a name and choose a color (border color, body color and font color) with which you would like to code the specific task. Then, in the “condition” part, you need to select the following from the drop down menus: 1. “assigned to”, 2. “is equal to”, 3. name of the person responsible for the Sharepoint Kanban task. ...

For those who didn’t know: you can create a SharePoint Kanban board that allows you to manage tasks by users instead of priority! This can be done in two ways. Creating Swimlanes by Users https://youtu.be/NQAZM-Xex1U First of all, you need to change some settings on the list with which you’d like to create this Kanban board. So you go to the list and click on “list settings”. Then you need to scroll down, click on “assigned to” and select “yes” for “allow multiple selections”. And finally, you need to go back to your Kanban board. ...

SharePoint’s Alerts and Reminders App is a great tool which allows you to send alerts and reminders from SharePoint via email, and creates a flexible notification system on your SharePoint site. In addition, it has a convenient interface and is very easy to set up. For the beginning, click on “add alert” and specify the lists by choosing, for example, “documents”. Then you select “all categories” for category type, and enter a title for your alert. Under “recipients” you can specify any user to whom the alert will be sent. You can choose either any user or an existing user based on a document library field. Under “message view” you can customize the message, the header, footer and the body. You can also enter tags and field values for creating a detailed message. Then, under “options” you can choose how to filter the alerts. You can filter them either under a modified view, or can set specific conditions. And as a final step, you choose when to send the alert. You can choose to send it “immediately”, as “a daily summary”, “a weekly summary” or “on date depending on a field value”. After saving the changes you can see the alert under “my alerts”. For creating a SharePoint reminder, you click on “add reminder”, specify your list, give it a title, choose recipients, and customize your message. Next, under “options” you can choose filter view. In case you want to receive a reminder notification a few days before a document is due, you can chose “before” and type in the number of the days. When you save the changes, you will be able to see the reminder under “my alerts”. Under Settings, you can select your time zone, as well as specify the users who can create SharePoint alerts for other users. ...

SharePoint Event Alerts is a flexible notification system that sends alerts and reminders in SharePoint online via email. Let’s discuss how to set up a daily summary of changes made to a document. For doing this, you first need to click on “add alert”, and then select “document list” for your list type. After that, in “change type” you choose “all changes”. Next you give a title to your alert. Under “recipients” you specify the user (it can be any user or existing users from document library fields, or you can enter the email of the user instead) to whom you want the email to be sent. Then, under “message view” you can type your subject, modify your header and footer, as well as the body of your message. You can also include tags and field values. Finally, under “options”, you can specify your filter view to “all items”, or choose a modified view, or set up specific conditions. Then you chose when you want the alert to be sent. You have four options: “immediately”, “daily summary”, “weekly summary” and “a date depending on a field value”. After saving your options you can see the alert in “my alerts”. ...

If you want to get a notification a few days before an important contract expires or a document is due, you can make an event reminder with the Office 365 Alerts app. It is done with several simple steps. First of all you navigate to “my alerts” and click on “add reminder”. Then you choose “alerts list” from the list, and after that you give a title to your reminder. Under “recipients” you can either enter a specific person or just enter an email. ...

Virto Forms app is a web based forms designer with which you can customize SharePoint list item forms and make them easier to use. Watch the video overview to learn about the Forms Designer features. If you click on Virto Forms app you will get to the app’s interface. Here you can drag and drop fields and create customized SharePoint forms to make it easier for users to fill out. You can drag buttons, as well as create images, hyperlinks and html to customize your fields in the way you like. On the top you can find options for saving your form as an edit form, new form or display form depending on the situation. You can also choose particular parts of the form to be shown to particular user groups only. In this case users can see only the information they are allowed to, based on the permissions. There is also the option of making fields “read only” so that after your submission users are able to only see the details of the form. For example, if you create a display form and add a text to it which you don’t want to be seen on your edit form, after you save it and go back to your lists, you’ll notice that when you click on the list item, you will see the text that you typed in as a display form. But if you go back to the lists and click on “edit the form”, the text won’t be available. Virto Forms is one of the most powerful SharePoint forms designers thanks to the various capabilities and easy-to-use interface. ...

SharePoint Online Virto Forms app is a web based form designer that allows users to customize out-of-the-box list item forms making them much more user-friendly. Learn how to create a SharePoint list form. If you click on “+new” in SharePoint Demo Portal, you can see a large form which is often hard for users to complete. Using this Forms Designer you can make forms more user-friendly and easier to complete. To get to Forms Designer, you need to click on the SharePoint Online Virto FormsVirto Forms app. In the upper part there are options of how to save the form (as edit form, new form and display form) depending on the situation. You can also choose to in what way to create a form (new form, display form, etc.). And you can as well create forms on different permission levels where particular fields are protected. Let’s suppose we are creating a product roadmap form. So, first we add a title and some tabs. Tab names are editable; you just need to click on them to change. Here you can also control whether you want to be seen by particular user groups, or whether you want to remain on “read-only” mode. Next, let’s drag some fields (title, category and priority) under the first tab. You can also add a text at the top of your custom SharePoint form. The color, style and format of the text can be customized. And then we add some fields to the second and third tabs as well. Now our form has 3 tabs, which makes it easier to fill out. Then we click on “new form” and “display form” and save. Now we can go back to our site, click on “+new”, and we will see that the previous form has been replaced with the newly created one. And finally, we fill in all the categories and save it. After doing this we can see that the information is put into the list. ...

Exchange and SharePoint calendar integration is a much-wanted ability which is available in the Virto SharePoint Calendar web part and Office 365 Calendar app. To start using the app or the web part, you need first to add it into your SharePoint Site. Once you have added an Exchange calendar to SharePoint, you get a number of handy abilities: You can manage events in SharePoint Online calendar, and have the changes reflected in your Exchange calendar. You can book Exchange meeting rooms and send out meeting invitations to SharePoint users, Exchange email addresses, and any external addresses. It becomes possible to overlay all your events from SharePoint Online calendars, Exchange Online calendars, including shared calendars and meeting rooms, in a single SharePoint calendar. Adding Exchange Online Calendars Open the Virto Calendar settings page at your SharePoint site and check the required boxes opposite the listed options. Now you can view your Exchange calendars in SharePoint. ...