KWizCom Mobile Improving efficiency of the mobile workforce Anthony Pham Product Support Manager

KWizCom Corporation Founded in 2005 Headquartered in Toronto Global vendor of SharePoint Add-Ons customers worldwide KWizCom Corporation Founded in 2005 Headquartered in Toronto Global vendor of SharePoint Add-Ons customers worldwide

Choose a mobile experience  What is the level of interaction users need?  Support for all devices (BYOD) or just a specific device?  Deployment & maintenance: Server solution vs. App End-user solution vs. Dev. framework

What do mobile users need ?

Demo Closing a follow-up task right after a meeting with a customer…

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7 We did it! Took us “only”:  5 clicks  3 page post-backs

What if we had a “Close Task” action? Single click!

15 At the office I can enjoy the “ portal experience ”

I don’t need our entire portal inside my smartphone! But when I am out of the office…

I don’t need a long list of all the libraries and lists in my site!

I do Not need a Portal while I am on the road! I do Not need a Portal while I am on the road!

This challenge is not new.. Information Overload vs. Limited display size Limited time A “non-office” environment

Task-Oriented Focused Interface Context-Sensitive Less is Better! The exact Actions that I Need! Different Menus Different Fields Different Permissions KWizCom Mobile Smart, focused interface for productive mobile users

KWizCom Mobile

Smart, focused interface for productive mobile users

KWizCom Mobile Smart, focused interface for productive mobile users

KWizCom Mobile Smart, focused interface for productive mobile users Server solution

Demo Creating a custom-tailored Sales mobile workspace

27 This is our Sales web workspace

28 This is how it looks using SharePoint 2010 mobile view

This is what I really need while I am out of the office

This is the default mobile UI after KWizCom Mobile is installed

So, how do we create this “custom mobile page”? 1 Create mobile page 2 Create page parts 3 Create custom actions

Let’s create a new custom mobile page

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Type page name and click “Add Page”

Page added, let’s preview it

Let’s create a KPI page part

Type the page part’s name and click “Add Page Part”

Page part added. Now let’s connect it to the KPI list.

Select “List View” type

Select the requested list and view (Can be a remote list) Let’s click “Apply” and preview the result mobile page

Create “Actions” page part and four custom actions 41

1 Create “Actions” page part Type the page part’s name and click “Add Page Part”

Select “Actions list/grid” type

Now let’s start adding the actions

Select “Sales Leads” list

Select View or Action for that list

Select icon for the action And click “Add” to add the action to the page part

The action has been added Let’s click “Apply” and preview the result mobile page

Create the next action same way, just connect to the “Products” list

Let’s click Apply and preview the result UI

Preview result (Actions grid) Preview result (Actions list)

 So far, we used OOTB actions that simply display views.  Let’s create a Custom Action, called: “New urgent task”

Create a custom list action: “New urgent task”  “%complete”, “Status” fields are hidden with defined defaults  “Assigned to” by default will be the creator (Impossible to do with SharePoint OOTB)  “Start Date” = Today  “Due Date” = Tomorrow  Priority = High (Do not show these fields)

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Let’s add a list custom action to the Tasks list

1 Add the action

2 Update the action’s properties

3 Define who should see this action 4 Define in which views the action should be visible

5 Check to create a new task item

6 8 Workflows to trigger after item has been created Configure the fields that will be auto-updated in the new created follow-up task Which item fields should be displayed 7

Going back to our custom mobile settings page Let’s add the “New urgent task” Custom action to the Actions page part.

Now this custom action is available for us to use

After adding this custom action, let’s save settings and see how it works…

Let’s click to create a new urgent task √Less data entry, less mistakes √Less page post-backs √Faster update time Only the fields that require user-input appear, all other are auto-updated

Create an item custom action: “Close Task”  Should be available only to the task’s owner  Set status = Completed  Set %Complete=100%  Redirect to “My Tasks” view

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Let’s add an item custom action to the Tasks list

1 Add the action

2 Update the action’s properties Redirect to “My Tasks” view after completion

3 Define who should see this action (Static permissions) Define dynamic conditions for the action’s visibility 4

5 Check to update the item’s properties 6 Configure the fields that will be auto-updated Let’s click “OK” and browse the Tasks list to see the results

Let’s view one of the tasks Viewing the Tasks list as an administrator

The task is Not assigned to me Let’s click the “Actions” menu

The “Close Task” custom action is not available (I am not the task’s owner) Let’s login as testclient1 user…

Logged-in as testclient1

The “Close Task” custom action is now available (I am the task’s owner) Let’s click to close the task

We are redirected to the “My Tasks” view, as configured Let’s click to view this task again

Now the task is completed If we click the “Actions” button again…

The “Close Task” is no longer available. because it is not relevant to the current context.

Mobile Rendering SharePoint Server / Foundation (2007 / 2010 / 2013) Smart Forms Custom List/Item Menus Field-level dynamic permissions Dynamic default values Dynamic field constraints Field-grouping Custom-tailored actions for lists and for list items Dynamic action visibility rules Integration of actions with workflows Render interface according to the type of device Customizable mobile pages with “page parts” Layers of a “smart” mobile interface

Professional  Field-level permissions  View-level permissions  Dynamic field constraints  Dynamic default values  Field-grouping (Tabs)  Cascaded fields  Repeating rows field  Custom Actions  KWizCom Mobile Standard Enterprise KWizCom Forms

KWizCom Mobile Easily configure custom mobile solutions Easy-to-use mobile solutions Exactly the pages & menus that your business users need! Less clicks, less page refreshes Work FASTER

KWizCom Mobile Product web page: Download FREE trial version: extensions/download/

Questions? Nimrod Geva Product Group Manager, KWizCom