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Tools:

Functional components:

Tools and functional components

Forms / Form Designer

SharePoint forms quick and easy.

The graphic design tool allows you to design, create, setup and manage ergonomic forms in the SharePoint environment without having to know any programming.

Forms can be divided into drop-down sections or tabs and fields in each section can be arranged in multiple columns. Simply drag fields from the list of available fields into the form to easily and quickly design forms. Then use the properties panel to set the parameters of the form. Additionally, fields can use extended features of components of the TreeINFO application.

The form can also have different designs depending for example on the current step in the workflow or on the current user.

Main features:

Examples of use:

Download the Trial version:

Trial version of TreeINFO Forms for Office 365 is available for download in the Microsoft Office Store.

Workflow Designer

Workflow design in a graphical interface.

Use the graphical design tool to design and manage workflows for the SharePoint environment without the need for programming.

Simply drag activities and decision-making elements from the list into the process chart to build simple as well as complex workflows. Linking the individual elements and defining conditions and actions for moving between workflow steps makes it easy to configure who and when should be assigned tasks, how to set or change values of documents or items in the process (e.g. document status).

The TreeINFO application uses its own Workflow Engine

to run the electronic processes.

Generated column

Generated Column is a column (field) that is automatically filled with values from defined simple or complex chains. Chain values can consist of values generated by one or multiple number generators, static text, values read from parent folder metadata, metadata of the current item or attributes of a website or list.

Examples of use:

  • Generating barcodes for received electronic invoices
  • Generating numbers of contracts and records
  • Unique numbering of documents
  • Metadata inheritance within document (records) hierarchy
  • Automatic numbering of list items (e.g. project number, request number)
  • Assembling field values from other values available in the form fields

Advanced Table

This field displays an editable table in the form. The table supports style definition, number formatting, conditional formatting, insertion and removal of rows and mathematical operations of basic aggregation columns (sum, average, min/max value, count). Field values can be inserted also using other functions – user selection, advanced search, attachment and references, managed metadata and comments. Each column can be set to be required or editable.

Examples of use:

  • Billing tables for invoices
  • List of attachments and references
  • Collecting comments to documents
  • Handover records with list of items including attributes
  • Workflow history
  • Create cross-links between related items, such as Invoice - Purchase Order, Invoice – Contract, Invoice – Project.

Advanced Choice

This field expands on the standard Choice field. It allows the use of source values or source code lists (resources) for different selection values, i.e. localize the different selections.

Examples of use:

Attachment

This field is used for attachments in the forms of items. Attachments can be added to list items as well as documents in the document library. The field shows a list of attachments in a configurable table in the form or in a list view. Attachments are added as attached files stored in the attachment library.

Examples of use:

  • Attachment of relevant documentation to invoice items – receipt slip, return receipt, handover record.

External Lookup

This field has dynamic lookup in data sources and can copy metadata of the selected item to other fields in the form. Fields can be linked.

Configurable sources of data for lookup:

  • SQL database (table, view or procedure)
  • SharePoint list
  • Web service
  • Active Directory / LDAP
  • Static data source

The search field has multiple modes of displaying results:

  • Suggestions – matching values are searched and shown after entering at least one character.
  • Drop-down menu – once the form is opened, the menu is looked up and filled based on the defined conditions.
  • Drop-down menu with lookup – shown as a text field, entered text is looked up and a drop-down menu is then shown.
  • Data table – shown as a text field, entered text is looked up and a data list is shown for more precise selection of the desired value.

Examples of use:

Template Column

This field is for data visualization – graphical display of values. The field is not editable and displays specified graphic resources based on defined values – icons, images, text, etc.

Examples of use:

  • • Graphical indication of different states – e.g. indicator of unique permissions of an item, limit values of metadata, graphic indication of process status, etc.

Workflow Engine

The TreeINFO application uses its own Workflow Engine to run the electronic processes, allowing for easier deployment, higher performance and environment stability for the workflow run. All definitions and configurations of workflows are stored in SharePoint, making them easy to edit, manage and transfer.

Design, configuration and workflow setup is done in the Workflow Designer.

Views

This component expands the capabilities of the standard view. It can be used to define custom buttons for the ribbon linked to specific views or forms. Based on defined conditions, buttons can be enabled, disabled or hidden. It provides support for application of own CSS styles, use of scripts and default actions options for lists.

Examples of use:

  • Launching own functions or workflows depending on the status of items or selected item based on defined content type. (For example: selecting a file enables different buttons than selecting a folder. Forms can also have buttons enabled based on the workflow state of the given item.)

Moje úkoly / MyTasks

The web section “My Tasks” shows a list of tasks assigned to the currently logged in user. The list has sorting and filtering options. The list also shows columns with metadata of items associated with the given task.

Examples of use:

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