Tools and functional components
Overview of TreeINFO for SharePoint tools and functional components and examples of their use
Form Designer
Forms for SharePoint quickly and easily
Graphic Designer helps you design, create, set up and manage ergonomic forms in SharePoint without programming.
Forms can be graphically organized by expandable sections or tabs, and fields in each section can be arranged into multiple columns. By dragging and dropping a field from the list of available fields into the form, you can quickly and easily prepare a graphical form. You can then set the desired parameters in the properties panel. In addition, fields can use the extended functionality of TreeINFO components.
In addition, the form can have different forms, for example, for individual workflow steps or based on the logged-in user.
Main features:
Usage examples:
Graphic Designer helps you design, create, set up and manage ergonomic forms in SharePoint without programming.
Forms can be graphically organized by expandable sections or tabs, and fields in each section can be arranged into multiple columns. By dragging and dropping a field from the list of available fields into the form, you can quickly and easily prepare a graphical form. You can then set the desired parameters in the properties panel. In addition, fields can use the extended functionality of TreeINFO components.
In addition, the form can have different forms, for example, for individual workflow steps or based on the logged-in user.
Main features:
- Aggregation of fields into groups (sections) or tabs
- Option to split the form into multiple columns
- Field definition - mandatory, editable/read-only, validation of the entered value
- Alternative form definitions - different form layouts based on defined attribute values (e.g. workflow status)
- Displaying a preview of the document in the form
- Application of CSS styles for graphical modification of form layout
- Print form layout - print metadata according to a defined html template
- Scripting option
- Setting permissions on an item based on metadata
- Definition of buttons in the toolbar (Ribbon) or directly in the form
- Contextual help for fields in the form - display in a bubble, possibility to trigger an action
Usage examples:
- Anywhere you need to create an ergonomic form with built-in functionality.
Workflow Designer
Workflow creation in the graphical interface
Graphical Designer allows you to design and manage workflows in SharePoint without programming.
By dragging and dropping activities and decision elements from a list into a process graph, simple and complex workflows can be easily created. By linking individual elements and then defining conditions and actions for transitions between workflow steps, it is easy to set who and when a task should be created, how document values or items in a process (such as Document Status) should be set or changed.
TreeINFO uses its own Workflow Engine to run electronic processes
Graphical Designer allows you to design and manage workflows in SharePoint without programming.
By dragging and dropping activities and decision elements from a list into a process graph, simple and complex workflows can be easily created. By linking individual elements and then defining conditions and actions for transitions between workflow steps, it is easy to set who and when a task should be created, how document values or items in a process (such as Document Status) should be set or changed.
TreeINFO uses its own Workflow Engine to run electronic processes
Workflow Engine
TreeINFO uses its own Workflow Engine to run electronic processes, which allows for easier deployment, higher performance and stability of the workflow environment. All workflow definitions and configurations are stored in SharePoint, making it easy to modify, manage, and migrate as needed.
Custom workflow creation, configuration and setup is done through Workflow Designer.
Custom workflow creation, configuration and setup is done through Workflow Designer.
External Lookup
This is a field with dynamic search in the data source, with the possibility of copying the metadata of the selected item to other fields of the form. The fields can be linked together.
The following can be configured as search sources:
Searching for a supplier in an external ERP system and adding additional metadata to the item from the search result.
The following can be configured as search sources:
- SQL database (table, view or procedure)
- SharePoint list
- Web service
- Active Directory / LDAP
- Static data source
- Whisperer - after entering at least one character, matching values are searched for and displayed.
- Expanding menu - after opening the form, the menu will be searched and populated according to the defined conditions.
- Search drop-down menu - displayed as a text box into which the search text is entered and the drop-down menu is displayed after the search.
- Data table - is displayed as a text field into which text is inserted for searching and after searching a data sheet is displayed for more precise selection of the desired value.
Searching for a supplier in an external ERP system and adding additional metadata to the item from the search result.
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