InfoWise Forms for SharePoint offers a powerful solution for creating dynamic and feature-rich forms. With InfoWise, users can leverage advanced form functionalities, custom workflows, and seamless integration with SharePoint, enhancing data collection and process automation.
Steps to Implement InfoWise Forms in SharePoint:
- Install InfoWise Ultimate Forms:
- Purchase and install InfoWise Ultimate Forms from the SharePoint store.
- Activate InfoWise features on your SharePoint site.
- Create a New Form:
- Navigate to the SharePoint list or library where you want to add the form.
- Use InfoWise Form Designer to create a new form.
- Design the Form Layout:
- Use the drag-and-drop editor to add fields and design the layout.
- Customize the form’s appearance with themes and styles.
- Add Advanced Features:
- Implement conditional logic, validation rules, and custom actions.
- Configure email notifications, approvals, and automated workflows.
- Test the Form:
- Test the form to ensure all features work as expected.
- Gather feedback from users and make necessary adjustments.
- Deploy and Train:
- Publish the form for use.
- Provide training and support to users.
