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Design the custom SharePoint form for user requests, feedback, lead generation on any SharePoint site. Request a free consultation Business Requirements Insert a custom form into a certain SharePoint site page. Display the dialog box after the successful form filling. Virto Software Components Used Virto Forms Designer for Office 365. Solution Summary A mining corporation needed to insert a custom form into a certain SharePoint Online site. The company uses the capabilities of Virto Forms Designer for Office 365 to create a custom form, and the following solution allowed to place this form to a predefined site. After the form configuration in Virto Forms Designer for Office 365, you need to open the form settings and click “CSS” editor to add css code: .ms-dialogHidden { display: none; } #contentBox { min-width: 0px; padding: 0px; margin: 0px; } #contentRow {padding-top: 0px;} Save and add the following javascript in JavaScript editor: $(document).ready(function() { var loc = window.location; var s = loc.search; if(s.indexOf("&isIFrame")==-1) { var css = “.ms-dialogHidden { display: block !important; } #contentBox { margin-right: 20px !important; margin-left: 220px !important; min-width: 703px !important; } #contentRow {padding-top: 19px !important;}”, head = document.head || document.getElementsByTagName(“head”)[0], style = document.createElement(“style”); style.type = “text/css”; if (style.styleSheet){ style.styleSheet.cssText = css; } else { style.appendChild(document.createTextNode(css)); } head.appendChild(style); }else{ $("#aspnetForm").attr(“action”,loc.pathname+"?Source=" + loc.pathname + “&isIFrame=1”); } }); Now open the configured form in the browser and copy the URL. At the end of the URL add "&isIFrame=1" Open the Site Page in edit mode, insert the “Page Viewer” web part and click “Edit Web Part”. Insert URL to the Link field. Set fixed height and width of Web Part. Then save changes and save the Page. After that you’ll be able to see your custom SharePoint form on the selected Page. ...

The simple solution to add events from a SQL database to Office 365 calendar Request a free consultation Business Requirements Add events from a SQL database to Office 365 calendar Virto Software Components Used Office 365 Calendar add-in. Solution Summary Carnegie Hall in NY requires a SharePoint Online calendar that syncs with their SQL event lists. Virto SharePoint Calendar web part for SharePoint 2016, 2013, 2010 or 2007 has the ability to overlay events from external data sources including Exchange Calendar, Google Calendar, SalesForce Calendar, SQL Tables and XML. But Virto SharePoint Online Calendar does not support direct connection to SQL Server. However, you can add a SQL list to your Office 365 calendar with a few simple steps. You need to create External Content Type for your SQL server table and then create External List in your SharePoint Online which will display events from your SQL table. Then you can use this list as datasource for Virto Calendar for SharePoint Online. ...

How to display a project name instead of a task name on cards of Virto Kanban Board app for SharePoint Online. Request a free consultation Business Requirements A group of developers prefer to use a single SharePoint task list (a Kanban board) for all of their projects. Many projects do not require lots of tasks, and creating a separate task list or a board per project would be overkill. That is why every kanban card should be named after a project, not a task. A big-picture view of all of team work across all projects instead of flipping from one board or a page to another. Virto Software Components Used Virto Kanban Board App. Solution Summary The department of media corporation required a flexible agile project management tool for SharePoint Online. The solution must have the ability to select a SharePoint list field that will be displayed as the Task title. For example, not a Task name, but Project name. A standart agile board with sorting option by task priority. Customized agile board with sorting option by users and their current projects instead task names (the count of tasks in swimlane is applied for “In Progress” and “Waiting on someone else” columns). Virto Kanban app abilities allows users to select task name field for a Kanban task tooltip and choose any other field to display it on their Kanban card. You just need to select a required field for Task title and the field, that will be displayed as task name in the Virto SharePoint Online Kanban settings. In this example, the Title field of item and Title field that was chosen for displaying on task body have the same list field. In this example, the Title field of item is an actual task name. And the Title field for displaying on task body contains the value from column “Project”. You can learn more about all features of Virto Kanban Board App for SharePoint Online on the product page or download and try fully free 30-days trial. ...

Requests processing from the company’s public site Request a free consultation Business Requirements Emails and requests processing from the company’s public site View permissions are predefined for a certain users/groups list Virto Software Components Used SharePoint Workflow Activities Kit. Solution Summary The solution was created for a broadcasting company with a large number of users. Virto security workflow actions were used to achieve record level access to on-air talent records. Only the on-air talent and their publicists have access to view and approve public appearance requests that are submitted from the media company’s public site and end up in backend SharePoint applications. Before this solution was built, email was used to manage appearance requests. ...

A single view to collect the latest updates from distinct project sites Request a free consultation Business Requirements Collect the latest information from various sources in a single place Virto Software Components Used SharePoint Workflow Activities Kit; SharePoint cross-site lookup. Solution Summary The solution was created for a broadcasting company with a large number of users. The company uses the capabilities of the Virto Workflow Extensions Kit (namely update list item extended workflow) and Virto SharePoint cross-site lookup feature to roll up information from various sources to a parent source. For example, they have many project sites and when a summary/status is updated they push the latest to the parent roll up dashboard from were execs can quickly see the big picture at glance and on a single page. All the latest breaking news is available in one place with relevant updates. ...

How to create a SharePoint form with color-coded tabs Request a free consultation Business Requirements We have a request by a client to color-code the form tabs with a custom color to match the company design. Virto Software Components Used Virto SharePoint Forms Designer. Solution Summary Virto SharePoint 2013 and SharePoint Online forms can be extended with css color-coding, using custom code in css editor. You have to put the following code in css editor and save the form. .bootstrap-scope .nav-tabs { border-radius: 10px 10px 0px 0px; width: 100%; background: #00aeef; } .bootstrap-scope .nav-tabs>li { border-radius: 10px; margin-top: 5px; } .bootstrap-scope .nav-tabs>li:first-child { margin-left: 5px; } .bootstrap-scope .nav-tabs>li>a{ color:#fff; } .bootstrap-scope .nav-tabs>li>a:hover{ color:#000; } .bootstrap-scope .nav-tabs>li.active>a{ color:#000; } .bootstrap-scope .nav-tabs>li>a{ -moz-border-radius-topleft: 10px; -moz-border-radius-topright: 10px; -webkit-border-top-left-radius: 10px; -webkit-border-top-right-radius: 10px; border-top-right-radius: 10px; border-top-left-radius: 10px; } In this example, the blue background color #00aeef is used. You can change the background color and text colors as well. Now you can have the color-coded tabs in your SharePoint form. Find more useful information on the Virto SharePoint Forms Designer and Virto SharePoint Online Forms Designer pages. ...

How to create SharePoint form with tabs and “Next” button to advance to the next tab Request a free consultation Business Requirements We have a request by a client to add “Next” buttons to the bottom of SharePoint 2013 and SharePoint Online forms with tabs to allow the user to advance to the next tab. Once the user reaches the last tab, the Next button should disappear and the Save button should be displayed. ...

Accelerate your sales cycle by using a set of powerful Virto tools for sales automation. Request a free consultation Lead management Pipeline management Sales order processing Bid management Sales account provisioning Opportunity management Contract management Sales performance management Campaign management Product management Sales collaboration WHAT The sales team is the key unit in any business. To increase productivity, the company’s sales management team requires optimized processes with real-time visibility. By automating business requests, your sales team ensures maximum efficiency and profitability. ...

Given the right tools, automating operations can be surprisingly easy, transparent, cost effective and eliminate manual errors. Request a free consultation Inventory management Contract management Production processes management Banking operations Management of supply chains Purchase orders WHAT Recurring business operations rely on multiple automated and standardized forms and activities. You can track, manage and significantly speed up operational processes and cycles with a set of smart features that ensure regulatory compliance relevant to your business. ...

Operate and support an organization’s IT infrastructure efficiently and securely with a smart IT department processes automation. Request a free consultation Help desk service requests User account maintenance Systems Security Administration SharePoint site collection management IT assets management including hardware and software WHAT The proper IT department organization is one of the key factors that are influencing on organizational productivity. Requests, incident management, user accounts and site collection provisioning and administrating and other IT procedures require flexible, intuitive and easily configurable tools. With a smart automated execution makes IT processes more effective, efficient and rapid. ...

Human resources automation reduces time spent on administrative work and makes the working day less stressful for everyone. Request a free consultation Requests management Employee onboarding and offboarding Employee file management, including employee self-service Payroll and benefits management Performance reviews Complaints handling Time off requests WHAT Human resource automation allows your company to free up your HR workers from routine administrative tasks and dramatically simplifies HR processes. WHY Instead of having to spend hours or even full days with data entry, HR managers are free to focus on other tasks which has the added benefit of increasing both productivity and profit. Several different steps are involved in the hiring, employment and onboarding processes and each can be simplified with HR solutions by Virto. Form and workflow automation, notification system, employee self-service for administrative procedures, quick bulk file upload and calendaring options make the new employee onboarding much easier. Virto solutions can reduce time for HR processes such as payroll administration, sick time, vacation time, workers’ compensation, recruiting, hiring and firing. Virto HR solutions renders new hire onboarding much simpler for the HR department and administrator. The new employee can also take an active role in organizational processes with relevant security permissions. ...

Virto multifunctional tools provide simplicity, efficiency and accuracy for companies that want true visibility into their operations. Request a free consultation Budget planning; Invoice processing; Asset Management; Capital expenditure approvals; Facilities management. WHAT The most obvious benefit of finance processes optimization reflects an increase of service and quality, documents are processed quickly and accurately. As a result, your company reduces time spent to approval processes and your financial operations get more transparency. ...