Did you know that you can easily create custom-tailored SharePoint Mobile solutions in just a few minutes, without any code development at all?

“But SharePoint is very customizable and already has a mobile output format (/m)” OK...I just got out from a meeting with a customer, I would like to create a follow-up task for myself while I’m on my way to my car..

Where is my sales dashboard?? All I see is a long list of lists and libraries..most of them I don’t know.. I just need a big “New Task” button Oh, here is the Tasks list! Let’s click it…maybe then I’ll see the “New Task” button Here’s SharePoint’s mobile view (/m)

Here are my tasks! (I see some which are VERY old..) Oh, this one should be closed long ago. How do I close a task? Very simple! Click “Display”, then click “Edit” and then mark the task with “Completed” status and then click “Save”… Found the “New Task” link!! (I already got into my car..) I wish I could just have a “Close Task” link here.. Close Task

Finally I can write the follow-up task for myself! Why do I need this field?? It’s a NEW task so of course it was not started!! Same for this one…why is it here?? Now I have to select myself from a list…this is really taking far too long for one simple follow-up task..

Couldn’t our IT experts just create a simple “ New Task for Myself ” button that opens a new task page without the irrelevant fields ?? Couldn’t they spare me from all these pages and allow me to access directly the “New Task page”? I don’t care how SharePoint works.. I need to be able to work faster!

SharePoint mobile-user challenges  A much more focused interface is required  No more generic New-View-Edit SharePoint list pages – all with the same “generic” menus.  Have the exact interface needed by your mobile users to perform their business activities.

What mobile users do need My Actions View My Tasks View My Leads View My Quotes $ View Price List Add a new task Add a new lead My Monthly Summary Sales $(USD)150,000 Quotes awaiting approval95, My Sales space Custom pages that include EXACTLY what I need Easy to create and configure, just like SharePoint Fits 100% to my smart phone (without any development) Instead of the generic SharePoint screens have a focused, simple Task-Oriented interface!

Deployment Requirements Zero development Zero client installation secured

SharePoint Mobile Extensions Smart, focused interface for productive mobile users In just a few minutes you can produce a custom-tailored, focused mobile interface that answers your mobile users’ specific needs!

SharePoint Mobile Extensions Smart, focused interface for productive mobile users You have FULL control over your SharePoint Mobile application:  You define the exact layout  You define which menus and actions will be visible  You define the exact logic Zero development!

SharePoint Mobile Extensions Smart, focused interface for productive mobile users Who needs it?  Field-engineers  Sales agents  Support/Help-Desk employees and.. Anyone who needs the same level of SharePoint Workspace service while being out of the office!

Solution Concept A Form-based Application Generator Enables a non-developer to produce task-oriented mobile solutions which are based on existing SharePoint lists. These mobile applications will enable end-users perform faster by providing:  Powerful forms (field-level permissions, tabs, default values, field validation rules, field constraints)  Context-sensitive, conditioned actions (list-level, item-level)  Auto-rendering to fit smart phones’ interface (1 st version will support Blackberry and iPhone) Server-based solution, Zero deployment on smart phones. Template-based – enables deploying solution templates across the organization! Fast response – Thin HTML, CSS-based Small data plan– because the interface is focuses, it requires minimum clicks and postbacks – minimum traffic

SharePoint Mobile Extensions Customizable mobile applications Product Architecture WSS or MOSS (2007 / 2010) KWizCom List Forms Extensions Feature (SLFE) Zero-coding custom forms in WSS/MOSS SharePoint Custom Actions List-level and Item-level custom actions

CUSTOM TASK MANAGEMENT MOBILE SOLUTION (WITHOUT THE “GENERIC” SHAREPOINT FEATURES) Use Case 1

This is the Tasks list on my mobile phone

Clicking on “Actions”..

I now see the exact menus I need (and NOT the regular SharePoint menus that half of them I never use..) I see only the menus I need to see according to defined logic (who I am, Which view I am watching) When I click the “Create new task for me” action, The following will happen

Pre-action confirmation message and if I click “OK”..

Remember what fields you see in SharePoint when you want to create a new task for yourself? I would like not to see this field, and have a default value of “Not Started” don’t want to see this field (and have a 0 default value for it) I would like this field to be automatically filled with my user name

Well..here is the focused, mobile version: Since it is a new task for myself, I see only relevant fields. The field “assigned to” is not visible and is auto-filled with my username.

I fill out these fields and click “Submit”

I am automatically redirected to “My Tasks” view (because this is how I defined it), and several fields were auto-filled.

Let’s now go to an existing task Clicking an item..

I see only the fields I should see The fields are grouped into page parts (sections) according to the way I wanted

Clicking the “Actions” shows custom item-level actions For example: The action “Close Task” is visible because this task is assigned to me. You can define item-level conditioned menus which are visible according to a defined logic!

SO… HOW DO I CREATE A CUSTOM MOBILE SOLUTION?

This is a regular Tasks list. You can see we’ve added some custom actions to the list. Go to the List’s Settings page to configure its mobile behavior…

Click the “SharePoint list forms extensions” link to configure the list (both for web and for mobile)

In his page for example you define the available custom list actions

These custom actions produce... …the menus that your users see on their smart phones

You can define the exact logic for every custom action Caption and icons To which page the user will be redirected after the action was done Who sees this action, and on which views

Define fields auto-update rules for each menu. (in our example: when creating a task for myself, make the “Assign To” field be equal to [me]) Define which field groups (tabs) will be visible for user input You can define which workflows should be initiated upon this action’s completion!

You have similar abilities to define Item-level actions, but… You can also define logic conditions for each menu’s visibility! Example: The menu “Close Task” will be visible only to the user which the task he sees is assigned to him (you cannot close other employee’s tasks)

Summary  I see only the relevant fields  I see only the relevant views  I see only the relevant, custom list-level and item-level menus  These menus are depended upon who I am, what I am watching and that state of the current item (so there are no irrelevant options)  Minimum mistakes to do, minimum post-backs  Task-oriented, easy to use solution!

KEY ADVANTAGES

Feature comparison FeatureKWizComOthers Solution typeProductinfrastructure Target audiencePower-users & implementersDevelopers What is doesEnables producing mobile solutions with zero development Provides infrastructure for solution development for mobile. DeploymentServer onlyServer/client Solution templatesIncludes templatesNo templates Extensible by developmentYes

TECHNICAL OVERVIEW

This solution is based on  Strict XHTML  Master page + layout pages  HTML generated using user controls ASCX and repeaters (highly customizable!)  UI is strictly done using CSS

Fully integrated SharePoint solution  Settings are saved as XML file in the list or site.  Can be saved as part of a: – Template – Definition – Can be set using features on existing lists Standard SharePoint solution, easily deployed across your organization!

Product Roadmap

 Feb , V (Public beta)  March-2010, V (RTM) – SP2007 & SP2010 – Mobile solution templates (Sales workspace, Help Desk)  May-2010, V – Custom Actions API – More mobile solution templates – TBD

Join the Beta program!  Join the beta program and: – Have new opportunities to provide your customers with extreme solutions – Be able to influence these solutions’ roadmap, according to your requirements – Earn reseller points that provide you with larger reseller discount! Contact us TODAY:

Thank you!