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SharePoint Mobile Extensions
Improving efficiency of the mobile workforce

Nimrod Geva

Product Group Manager
nimrod@kwizc...
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons

• 5000+ customers ...
Choose a mobile experience
 What are your mobile usability requirements?
 What is the level of interaction
a user needs?...
What do mobile users need ?
Demo
Closing a follow-up task right after
a meeting with a customer…
1
2
3
4
5
6
We did it!
Took us “only”:
 5 clicks
 3 page post-backs

7
What if we had a
“Close Task” action?

Single click!
At the office I can enjoy
the “portal experience”

15
But when I am out of the office…

I don’t need our entire portal
inside my smartphone!
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
+

Context -Sensitive

Easy to Use!
Task-Oriented

Less is Better!
Smart, Context-Sensitive Interface
Behave differently
according to the
current situation (context)
Focused Interface
SharePoint Mobile Extensions
Smart, focused interface for productive mobile users

Context-Sensitive
Dif...
SharePoint Mobile Extensions
Smart, focused interface for productive mobile users
SharePoint Mobile Extensions
Smart, focused interface for productive mobile users
SharePoint Mobile Extensions
Smart, focused interface for productive mobile users

Server solution
Demo
Creating a custom-tailored
Sales mobile workspace
This is our
Sales web workspace

30
This is how it looks using
SharePoint 2010
mobile view

31
This is what I really need while
I 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
1

2

36
Type page name and
click “Add Page”
Page added, let’s
preview it
DEMO

Let’s create a
KPI page part
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

44
Type the page part’s
name and click
Create “Actions”
“Add Page Part”page part
1
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 ...
2

1
Let’s add a
list custom action
to the Tasks list
Add the action

1
Update the
action’s
properties
2
Define who
should see this
action
3

Define in which
views the action
should be visible
4
Check to create a
new task item
5
Configure the fields that
will be auto-updated
in the new created
follow-up task
6

Workflows to
trigger after item
has be...
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…
Only the fields that
requires user-input
appears, all other are
auto-updated

Let’s click to create
a new urgent task

√ L...
Create an item custom action:
“Close Task”
Should be available only to
the task’s owner
Set status = Completed
Set %Com...
2

1
Let’s add a
item custom action
to the Tasks list
Add the action

1
Update the
action’s
properties
2

Redirect to
“My Tasks” view
after completion
Define who should
see this action
(Static permissions)

3

Define dynamic
conditions for the
action’s visibility
4
Check to update the
item’s properties
5

6

Configure the fields that
will be auto-updated
Let’s click “OK” and
browse the...
Let’s view one of the
tasks

Viewing the Tasks list
as an administrator
Let’s click the
“Actions” menu
The task is Not
assigned to me
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 Extensions
Easily configure a custom mobile solutions

Exactly the pages & menus
that your business user...
Layers of a “smart” mobile interface
Mobile Rendering

Custom List/Item Menus

Render interface according to the
type of d...
SharePoint Mobile Extensions
True BYOD support!
Supports all leading devices
Zero device installations/deployment
Easily c...
SharePoint Mobile Extensions
Product web page:

www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions

Download ...
Questions?

Nimrod Geva
Product Group Manager, KWizCom
nimrod@kwizcom.com
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
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SharePoint Mobile Extensions - improving efficiency of mobile workforce

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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

Published in: Technology
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SharePoint Mobile Extensions - improving efficiency of mobile workforce

  1. 1. SharePoint Mobile Extensions Improving efficiency of the mobile workforce Nimrod Geva Product Group Manager nimrod@kwizcom.com
  2. 2. KWizCom Corporation • Founded in 2005 • Headquartered in Toronto • Global vendor of SharePoint Add-Ons • 5000+ customers worldwide
  3. 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. 4. What do mobile users need ?
  5. 5. Demo Closing a follow-up task right after a meeting with a customer…
  6. 6. 1
  7. 7. 2
  8. 8. 3
  9. 9. 4
  10. 10. 5
  11. 11. 6
  12. 12. We did it! Took us “only”:  5 clicks  3 page post-backs 7
  13. 13. What if we had a “Close Task” action? Single click!
  14. 14. At the office I can enjoy the “portal experience” 15
  15. 15. But when I am out of the office… I don’t need our entire portal inside my smartphone!
  16. 16. I don’t need a long list of all the libraries and lists in my site!
  17. 17. I do Not need a Portal while I am on the road!
  18. 18. Task-Oriented + Context -Sensitive Easy to Use!
  19. 19. Task-Oriented Less is Better!
  20. 20. Smart, Context-Sensitive Interface Behave differently according to the current situation (context)
  21. 21. 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!
  22. 22. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
  23. 23. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
  24. 24. SharePoint Mobile Extensions Smart, focused interface for productive mobile users Server solution
  25. 25. Demo Creating a custom-tailored Sales mobile workspace
  26. 26. This is our Sales web workspace 30
  27. 27. This is how it looks using SharePoint 2010 mobile view 31
  28. 28. This is what I really need while I am out of the office
  29. 29. This is the default mobile UI after KWizCom’s Mobile Extension Feature is installed
  30. 30. So, how do we create this “custom mobile page”? 1 Create mobile page 2 Create page parts 3 Create custom actions
  31. 31. Let’s create a new custom mobile page
  32. 32. 1 2 36
  33. 33. Type page name and click “Add Page”
  34. 34. Page added, let’s preview it
  35. 35. DEMO Let’s create a KPI page part
  36. 36. Type the page part’s name and click “Add Page Part”
  37. 37. Page part added. Now let’s connect it to the KPI list.
  38. 38. Select “List View” type
  39. 39. Select the requested list and view (Can be a remote list) Let’s click “Apply” and preview the result mobile page
  40. 40. Create “Actions” page part and four custom actions 44
  41. 41. Type the page part’s name and click Create “Actions” “Add Page Part”page part 1
  42. 42. Select “Actions list/grid” type
  43. 43. Now let’s start adding the actions
  44. 44. Select “Sales Leads” list
  45. 45. Select View or Action for that list
  46. 46. Select icon for the action And click “Add” to add the action to the page part
  47. 47. The action has been added Let’s click “Apply” and preview the result mobile page
  48. 48. Create the next action same way, just connect to the “Products” list
  49. 49. Let’s click Apply and preview the result UI
  50. 50. Preview result (Actions grid) Preview result (Actions list)
  51. 51.  So far, we used OOTB actions that simply display views.  Let’s create a Custom Action, called: “New urgent task”
  52. 52. 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)
  53. 53. 2 1
  54. 54. Let’s add a list custom action to the Tasks list
  55. 55. Add the action 1
  56. 56. Update the action’s properties 2
  57. 57. Define who should see this action 3 Define in which views the action should be visible 4
  58. 58. Check to create a new task item 5
  59. 59. 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
  60. 60. Going back to our custom mobile settings page Let’s add the “New urgent task” Custom action to the Actions page part.
  61. 61. Now this custom action is available for us to use
  62. 62. After adding this custom action, let’s save settings and see how it works…
  63. 63. 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
  64. 64. 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
  65. 65. 2 1
  66. 66. Let’s add a item custom action to the Tasks list
  67. 67. Add the action 1
  68. 68. Update the action’s properties 2 Redirect to “My Tasks” view after completion
  69. 69. Define who should see this action (Static permissions) 3 Define dynamic conditions for the action’s visibility 4
  70. 70. 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
  71. 71. Let’s view one of the tasks Viewing the Tasks list as an administrator
  72. 72. Let’s click the “Actions” menu The task is Not assigned to me
  73. 73. The “Close Task” custom action is not available (I am not the task’s owner) Let’s login as testclient1 user…
  74. 74. Logged-in as testclient1
  75. 75. The “Close Task” custom action is now available (I am the task’s owner) Let’s click to close the task
  76. 76. We are redirected to the “My Tasks” view, as configured Let’s click to view this task again
  77. 77. Now the task is completed If we click the “Actions” button again…
  78. 78. The “Close Task” is no longer available. because it is not relevant to the current context.
  79. 79. 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
  80. 80. 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)
  81. 81. SharePoint Mobile Extensions True BYOD support! Supports all leading devices Zero device installations/deployment Easily customize/brand using CSS
  82. 82. 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/
  83. 83. Questions? Nimrod Geva Product Group Manager, KWizCom nimrod@kwizcom.com

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