connect your sharepoint forms to external sources

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KWizCom Forms Connect your forms to external data sources Nimrod Geva Product Group Manager [email protected] 100% SharePoint-Native Forms & Mobile Solution

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KWizCom Forms

Connect your forms to external data sources

Nimrod GevaProduct Group [email protected]

100% SharePoint-Native Forms & Mobile Solution

External Values

Your SharePoint list form

SharePoint /LOB system /Database

HTTP/S

Web request with dynamic parameters

Returned external value

External values– key features• Field default values

• Dynamic conditions

• Custom actions

• Pass dynamic parameters

• Update external sources

• Cache external values

• S.C repository of external values

Your SharePoint list formSharePoint /LOB system /Database

HTTP/S

Web request with dynamic parameters

Returned external value

Ready to use services

Your SharePoint list form

Using external values in your forms

DemoLoading default values from SQL Server:

Load selected product’s inventory

When selecting a product, I want to load it’s current inventory from

SQL Server

This is the Inventory table from which we want to take the remaining

inventory for the selected product

In the “Orders” list we select the “Dynamic default values” menu

Click to select an external value

Select an external value from the external values repository

Click the relevant external value (that someone has already

prepared)

External value = Function with parameters

You can pass current item’s column value by using square brackets []

Click “validate” to make sure parameter types match

Now you can click “OK” to select this external value

Now you see the selected external value

Click to add this default value

Rendered as R/O label

Default values is loaded from SQL Server when

selecting a product

DemoUsing an external value in field constraints:Make sure order amount doesn’t exceed existing inventory

Let’s validate that the ordered quantity does not

exceed the remaining inventory

Creating and managing external values

Click to get to the external values

management page

Click to edit an external value

Click to add a new external value

Type any custom web url

Or, use a built-in serivce

DemoUse existing service:

Update product’s remaining inventory in SQL Server when saving order

When saving the order we want to subtract the ordered quantity from the product’s remaining inventory.

Use the SQL service with an UPDATE SQL sentence

Command=UPDATE Inventory SET AvailableQty=AvailableQty-'[quantity]' WHERE ProductID='[ProductID]'

Create an external value called “UpdateInventory”

We need to set-up 2 field-constraint rules

1

Verify that ordered quantity is less than available inventory

We need to set-up 2 field-constraint rules

2

This is a dummy constraint (will never fail), conditionally run if ordered quantity is less than

inventory.The rule uses the external value

that executes the database update.

DemoUse custom web url:

Load user details from SharePoint profile service by using custom ASP.NET page

We want to load agent’s details from the SharePoint Profile

service

We have created an external value that uses a custom ASPX page that

gets a requested property from the profile shervice

This is our custom ASPX page

Resources• Product web page:

http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/overview/

• FREE 30-day evaluation version (SP2007, 2010, 2013):http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/download/

• Admin guide:http://catalog.kwizcom.com/sites/pc/Product%20Documentation/KWizCom_SharePoint_List_Forms_Extensions_Feature_Admin_Guide.pdf

• Training videos:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-forms-extensions-feature/training-videos/

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Thank you!

Nimrod Geva

Product Group Manager, KWizCom

[email protected]