SharePoint Mobile ExtensionsImproving efficiency of the mobile workforce

Nimrod Geva

Product Group Managernimrod@kwizcom.com

KWizCom Corporation

• Founded in 2005

• Headquartered in Toronto

• Global vendor of SharePoint Add-Ons

• 5000+ customers worldwide

Choose a mobile experience What are your mobile usability requirements? What is the level of interaction

a user needs? Support for all devices (BYOD) or

just a specific device? Deployment & maintenance:

Server solution vs. AppEnd-user solution vs. Dev. framework

What do mobile users need ?

DemoClosing a follow-up task right after a meeting with a customer…

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We did it!

Took us “only”: 5 clicks 3 page post-backs

What if we had a “Close Task” action?

Single click!

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At the office I can enjoythe “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!

Task-Oriented

Easy to Use!

+Context -Sensitive

Task-Oriented

Less is Better!

Smart, Context-Sensitive Interface

Behave differently according to the

current situation (context)

Task-Oriented

Focused Interface

Context-Sensitive

Less is Better!

The exact Actions that

I Need!

Different Menus

Different Fields

Different Permissions

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

Server solution

DemoCreating a custom-tailored Sales mobile workspace

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This is our Sales web workspace

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This is how it looks using SharePoint 2010

mobile view

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

This is the default mobile UI after

KWizCom’s Mobile Extension Feature 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

DEMO

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

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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

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Add the action

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Update the action’s

properties

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Define who should see this

action

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Define in which views the action should be visible

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Check to create a new task item

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Workflows to trigger after item has been created

Configure the fields that will be auto-updated in the new created

follow-up task

What item fields should be displayed

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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 requires user-input

appears, all other are auto-updated

Create an item custom action: “Close Task”

Should be available only to the task’s owner

Set status = CompletedSet %Complete=100%Redirect to “My Tasks” view

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Let’s add a item custom action

to the Tasks list

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Add the action

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Update the action’s

properties

Redirect to “My Tasks” view after completion

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Define who should see this action

(Static permissions)

Define dynamic conditions for the action’s visibility

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Check to update the item’s properties

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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.

SharePoint Mobile ExtensionsEasily configure a custom mobile solutions

Easy-to-use mobile solutions

Exactly the pages & menus that your business users need!

Less clicks, less page refreshes Work FASTER

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

SharePoint Mobile Extensions

Supports all leading devices

True BYOD support!

Zero device installations/deployment

Easily customize/brand using CSS

SharePoint Mobile ExtensionsProduct web page:www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions

Download FREE trial version:www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions/download/

Questions?

Nimrod Geva

Product Group Manager, KWizComnimrod@kwizcom.com