I now see the exact menus I need (and NOT the regular SharePoint menus that half of them I never use..) I see only the menus I need to see according to defined logic (who I am, Which view I am watching) When I click the “Create new task for me” action, The following will happen
Pre-action confirmation message and if I click “OK”..
Remember what fields you see in SharePoint when you want to create a new task for yourself? I would like not to see this field, and have a default value of “Not Started” don’t want to see this field (and have a 0 default value for it) I would like this field to be automatically filled with my user name
Well..here is the focused, mobile version: Since it is a new task for myself , I see only relevant fields. The field “assigned to” is not visible and is auto-filled with my username.
I am automatically redirected to “My Tasks” view (because this is how I defined it), and several fields were auto-filled.
Let’s now go to an existing task Clicking an item..
I see only the fields I should see The fields are grouped into page parts (sections) according to the way I wanted
Clicking the “Actions” shows custom item-level actions For example: The action “Close Task” is visible because this task is assigned to me. You can define item-level conditioned menus which are visible according to a defined logic!
Couldn’t our IT experts just create a simple “ New Task for Myself ” button that opens a new task page without the irrelevant fields ?? Couldn’t they spare me from all these screen and allow me access directly the “New Task page”? I don’t care how SharePoint works.. I need to be able to work faster!!
SO… HOW DO I CREATE A CUSTOM MOBILE SOLUTION ?
This is a regular Tasks list. You can see we’ve added some custom actions to the list. Go to the List’s Settings page to configure its mobile behavior…
Click the “SharePoint list forms extensions” link to configure the list (both for web and for mobile)
In his page for example you define the available custom list actions
These custom actions produce... … the menus that your users see on their smart phones
You can define the exact logic for every custom action Caption and icons To which page the user will be redirected after the action was done Who sees this action, and on which views
Define fields auto-update rules for each menu. (in our example: when creating a task for myself, make the “Assign To” field be equal to [me]) Define which field groups (tabs) will be visible for user input You can define which workflows should be initiated upon this action’s completion!
You have similar abilities to define Item-level actions, but… You can also define logic conditions for each menu’s visibility! Example : The menu “Close Task” will be visible only to the user which the task he sees is assigned to him (you cannot close other employee’s tasks)