FormsViewer

Using List forms across multiple sites

Jimmy — Wed, 21 Feb 2018 12:51:40 GMT

With FormsViewer's new List Form functionality added in version 2.4, it is now possible to design a single list form and use it on lists across multiple SharePoint sites.

The steps in this document detail how to set up your list views to open FormsViewer in a way suitable for this scenario, and how to modify your list form to enable this functionality.

Updated 2018-02-21

How to add a FormsViewer Form as a Snippet on SharePoint O365

donstephen — Mon, 05 Feb 2018 15:42:57 GMT

A snippet is an HTML representation of a SharePoint component or control such as a navigation bar or a Web Part. By using a Snippet, you can quickly add a FormsViewer – InfoPath form to your SharePoint page or page layout.

SMS Two-Factor Form Auth for External Submitters

Jo-Anne Alfafara — Fri, 02 Feb 2018 16:23:29 GMT

This package contains details on how to send login verification codes in email or SMS using FormsViewer. Watch the video presentation here: https://www.youtube.com/watch?list=PL581899A129522F53&v=wuDVg0YunwM

How To - Add Camera Capture and Image Uploads to your Form

Patrick Halstead — Thu, 31 Aug 2017 19:14:25 GMT

FormsViewer forms can capture camera images and upload them to a SharePoint library.

Capturing camera images is great for mobile integration.

Uploading images to SharePoint and replacing with links in your form is great for integrating photos with your customer processes.

First uploaded on August 31st, 2017.
Last updated November 7, 2018

How To - Add Signature Capture to your Form

Patrick Halstead — Thu, 31 Aug 2017 19:10:21 GMT

Starting with FormsViewer v2.2, you can build custom controls (with code) that respond to user input and read-write form data.

This How-To shows how to create a signature control for mobile devices.

Also, if you would like to upload your image to a SharePoint library, here's another How-To showing that: http://www.infopathdev.com/files/folders/formsviewer_v11/entry117152.aspx

Thanks!

Last updated: 2018-11-07

Bulk Editing Dashboard on O365

donstephen — Wed, 07 Jun 2017 05:26:47 GMT

This documentation is a step by step guide to help you design an InfoPath dashboard form which performs a bulk editing action on an O365 environment. This guide assumes that you already have the following components installed:

• qRules

• FormsViewer

Qdabra Privacy Policy

Jimmy — Fri, 19 May 2017 08:48:55 GMT

Qdabra's Privacy Policy

Getting Started with FormsViewer

donstephen — Fri, 24 Mar 2017 14:54:25 GMT

This document details how to install FormsViewer on a SharePoint site, upload a form template, and open that form template in your browser.

Updated 2018-11-02

Query Forms from within other Forms

Mel Clemente — Thu, 23 Mar 2017 12:19:56 GMT

Overview

Sometimes you have a form and you want to show another form's data, without actually copying it into your form.

In other words, you don't want to include the queried form into your form. You just want to link the forms together and show the related form as a reference.

How do you add this "satellite" form to your main form without impacting the design of your main form?

In this blog, we'll show you how to query and display data from a separate satellite form without ruining the integrity of your main form.

Requirements

You are a site collection admin.
Your site has the FormsViewer App installed, or your SharePoint admin can install it.
You have an InfoPath form or access to InfoPath Designer to create one.

Sample Scenario = Policies

Every business process needs a policy. The policy may change throughout the year. For example, an expense report may require receipts for expenses exceeding $100 this year, but this limit may be raised to $150 next year. The business process admin should be able to update the policies by going in to the Policy library and adding/updating forms.

Usage Scenario

View Policy

1. User opens up your form

2. Clicks on Show Policy

3. If no matching policy exists, Main form shows "No policy document"

4. If policy form exists, Main form queries the policies form

5. Main form displays the policy

Add or Edit Policy

1. Business Process Admin adds a new policy with the name for the main form which it will target

Components

To implement, you will need the following:

Policies Form - required
Policies XTP - generic XTP that can be configured
Your Main Form - where you insert the XTP

Technique

Query the Policy form library using the URL for the Main form (as if it is a unique ID to search for a policy).

Download the files from the link above.

Add Form Locks with History

Patrick Halstead — Thu, 16 Mar 2017 01:45:21 GMT

One Lock to Rule Them All (with History!)

Use a list and form logic to prevent overwrites caused by “last writer wins”

Locks form on open or indicates locked status and by whom

Verifies the form is still locked on submit (for added protection)

Provides an admin switch (button) to override an old lock

Automatically expires really old locks

Add to all of your forms – this generic XTP is easy to configure and comes with steps documented inline

(Last Updated: March 16, 2017)

Create a Child Form from within a Parent

Mel Clemente — Tue, 14 Mar 2017 11:25:12 GMT

These are the files needed to complete the steps detailed in this blog post. The zip contains the following files:

Document with steps
Suggestion Template Part (XTP)
Suggestion Template (XSN)
Sample Expense Report form - Start template
Sample Expense Report form - End template

Click DOWNLOAD above to obtain the zip file.

Qdabra EULA

Jimmy — Fri, 03 Mar 2017 14:43:29 GMT

FormsViewer Starter Template

Mel Clemente — Fri, 24 Feb 2017 03:38:04 GMT

This is a Starter Template that you can use for your forms in FormsViewer. It has the following features:

Optimized views for desktop and mobile devices
Option to switch between views
Automatically load Mobile view once detected being opened from a mobile device
Built-in header, body and footer that you can modify with your own company branding
Extended form design capabilities using a Custom Style Sheet (CSS) file
Mobile view that handles different kinds of device resolution
Latest version of qRules that allows loading CSS file
Validation logic
New: Signature Capture Control

Here's a quick preview on a Mobile device:

Please download the template by clicking the link above. See basic instructions inside the XSN.

Add Locking (with history) functionality into your FormsViewer forms using an easy-to-add InfoPath template part (XTP) - download it here.

Bulk Update JSLink Settings

Jimmy — Thu, 27 Oct 2016 11:02:53 GMT

UpdateJsLinks is a utility that allows you to update, in bulk, the JSLink setting of libraries that share the same name across multiple SharePoint sites. This is useful when you want to use the same FormsViewer form in several sites, for example to split your form data between different clients or departments.

This download includes the UpdateJsLinks utility and a document detailing the steps for adding the UpdateJsLinks page to your SharePoint environment (which you generally only need to do once), and the steps for using the utility.

Frequently Asked Questions

Patrick Halstead — Mon, 29 Aug 2016 20:42:44 GMT

Last updated 2016-12-14