KWizCom's SharePoint Mobile Extensions Feature enables you to create a custom-tailored mobile solution for SharePoint without any development. Quickly create a focused, task-oriented mobile UI that enables mobile business users become much more productive! Webcast recording available: https://kwizcomevents.webex.com/kwizcomevents/lsr.php?AT=pb&SP=EC&rID=7822517&rKey=c17ce9efdc469782

1. SharePoint Mobile Extensions
Improving efficiency of the mobile workforce
Nimrod Geva
Product Group Manager
nimrod@kwizcom.com

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…

7. 1

8. 2

9. 3

10. 4

11. 5

12. 6

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!

20. Task-Oriented
+
Context -Sensitive
Easy to Use!

21. Task-Oriented
Less is Better!

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.

41. Select “List View”
type

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

45. Select
“Actions list/grid”
type

46. Now let’s start
adding the actions

47. Select
“Sales Leads” list

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

60. Update the
action’s
properties
2

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…

78. Logged-in as
testclient1

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
nimrod@kwizcom.com