SharePoint Mobile Extensions - improving efficiency of mobile workforce
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The document discusses SharePoint Mobile Extensions developed by Kwizcom to enhance the productivity of mobile users by providing a smart, focused interface tailored for task-oriented engagement. It highlights the need for context-sensitive features, customizable pages, and dynamic visibility rules for actions, allowing users to perform tasks with fewer clicks and lower data entry requirements. The solution supports all devices with no installation needed and offers various customization options for users to create a mobile workspace that suits their specific needs.
SharePoint Mobile Extensions - improving efficiency of mobile workforce
- 1. SharePoint Mobile Extensions Improving efficiency of the mobile workforce Nimrod Geva Product Group Manager [email protected]
- 2. KWizCom Corporation • Founded in 2005 • Headquartered in Toronto • Global vendor of SharePoint Add-Ons • 5000+ customers worldwide
- 3. 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. App End-user solution vs. Dev. framework
- 4. What do mobile users need ?
- 5. Demo Closing a follow-up task right after a meeting with a customer…
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- 13. We did it! Took us “only”: 5 clicks 3 page post-backs 7
- 14. What if we had a “Close Task” action? Single click!
- 15. At the office I can enjoy the “portal experience” 15
- 16. But when I am out of the office… I don’t need our entire portal inside my smartphone!
- 17. I don’t need a long list of all the libraries and lists in my site!
- 18. I do Not need a Portal while I am on the road!
- 22. Smart, Context-Sensitive Interface Behave differently according to the current situation (context)
- 23. Focused Interface SharePoint Mobile Extensions Smart, focused interface for productive mobile users Context-Sensitive Different Menus Different Fields Different Permissions Task-Oriented Less is Better! The exact Actions that I Need!
- 25. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
- 26. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
- 27. SharePoint Mobile Extensions Smart, focused interface for productive mobile users Server solution
- 28. Demo Creating a custom-tailored Sales mobile workspace
- 29. This is our Sales web workspace 30
- 30. This is how it looks using SharePoint 2010 mobile view 31
- 31. This is what I really need while I am out of the office
- 32. This is the default mobile UI after KWizCom’s Mobile Extension Feature is installed
- 33. So, how do we create this “custom mobile page”? 1 Create mobile page 2 Create page parts 3 Create custom actions
- 34. Let’s create a new custom mobile page
- 35. 1 2 36
- 36. Type page name and click “Add Page”
- 37. Page added, let’s preview it
- 38. DEMO Let’s create a KPI page part
- 39. Type the page part’s name and click “Add Page Part”
- 40. Page part added. Now let’s connect it to the KPI list.
- 42. Select the requested list and view (Can be a remote list) Let’s click “Apply” and preview the result mobile page
- 43. Create “Actions” page part and four custom actions 44
- 44. Type the page part’s name and click Create “Actions” “Add Page Part”page part 1
- 46. Now let’s start adding the actions
- 48. Select View or Action for that list
- 49. Select icon for the action And click “Add” to add the action to the page part
- 50. The action has been added Let’s click “Apply” and preview the result mobile page
- 52. Create the next action same way, just connect to the “Products” list
- 53. Let’s click Apply and preview the result UI
- 54. Preview result (Actions grid) Preview result (Actions list)
- 55. So far, we used OOTB actions that simply display views. Let’s create a Custom Action, called: “New urgent task”
- 56. 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)
- 57. 2 1
- 58. Let’s add a list custom action to the Tasks list
- 59. Add the action 1
- 61. Define who should see this action 3 Define in which views the action should be visible 4
- 62. Check to create a new task item 5
- 63. Configure the fields that will be auto-updated in the new created follow-up task 6 Workflows to trigger after item has been created What item fields should be displayed 7 8
- 64. Going back to our custom mobile settings page Let’s add the “New urgent task” Custom action to the Actions page part.
- 65. Now this custom action is available for us to use
- 66. After adding this custom action, let’s save settings and see how it works…
- 67. Only the fields that requires user-input appears, all other are auto-updated Let’s click to create a new urgent task √ Less data entry, less mistakes √ Less page post-backs √ Faster update time
- 68. 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
- 69. 2 1
- 70. Let’s add a item custom action to the Tasks list
- 71. Add the action 1
- 72. Update the action’s properties 2 Redirect to “My Tasks” view after completion
- 73. Define who should see this action (Static permissions) 3 Define dynamic conditions for the action’s visibility 4
- 74. Check to update the item’s properties 5 6 Configure the fields that will be auto-updated Let’s click “OK” and browse the Tasks list to see the results
- 75. Let’s view one of the tasks Viewing the Tasks list as an administrator
- 76. Let’s click the “Actions” menu The task is Not assigned to me
- 77. The “Close Task” custom action is not available (I am not the task’s owner) Let’s login as testclient1 user…
- 79. The “Close Task” custom action is now available (I am the task’s owner) Let’s click to close the task
- 80. We are redirected to the “My Tasks” view, as configured Let’s click to view this task again
- 81. Now the task is completed If we click the “Actions” button again…
- 82. The “Close Task” is no longer available. because it is not relevant to the current context.
- 83. SharePoint Mobile Extensions Easily configure a custom mobile solutions Exactly the pages & menus that your business users need! Less clicks, less page refreshes Work FASTER Easy-to-use mobile solutions
- 84. Layers of a “smart” mobile interface Mobile Rendering Custom List/Item Menus Render interface according to the type of device Customizable mobile pages with “page parts” Custom-tailored actions for lists and for list items Dynamic action visibility rules Integration of actions with workflows Field-level dynamic permissions Smart Forms Dynamic default values Dynamic field constraints Field-grouping SharePoint Server / Foundation (2007 / 2010 / 2013)
- 85. SharePoint Mobile Extensions True BYOD support! Supports all leading devices Zero device installations/deployment Easily customize/brand using CSS
- 86. SharePoint Mobile Extensions Product web page: www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions Download FREE trial version: www.kwizcom.com/sharepoint-add-ons/sharepoint-mobileextensions/download/
- 87. Questions? Nimrod Geva Product Group Manager, KWizCom [email protected]
Editor's Notes
- #5: I am on the roadI am in a hurryI need to get/update specific information right nowDon’t have office working conditions
- #20: Show meexactly what I need toaccomplish my tasks!
- #24: Behave differently according to the current situation:Who I am, Where I amType of informationState of the current record