KWiizCom Forms -external values
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KWizCom Forms is a forms and mobile solution for SharePoint. This presentation includes an overview and screenshot walkthrough of the External Values feature which allows users to connect their KWizCom forms to external sources - retrieve data and also update external sources.
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KWiizCom Forms -external values
- 1. KWizCom Forms Connect your forms to external data sources Nimrod Geva Product Group Manager nimrod@kwizcom.com 100% SharePoint-Native Forms & Mobile Solution
- 2. External Values Your SharePoint list form SharePoint / LOB system / Database HTTP/S Web request with dynamic parameters Returned external value
- 3. 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 form SharePoint / LOB system / Database HTTP/S Web request with dynamic parameters Returned external value
- 4. Demo Using an external value as field default values
- 10. Demo Using an external value in conditions
- 13. Demo Creating and managing external values
- 15. Click to edit an external value Click to add a new external value
- 18. 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/ 18
- 19. Thank you! Nimrod Geva Product Group Manager, KWizCom nimrod@kwizcom.com
Editor's Notes
- In version v13.3.00 we’ve introduced a new feature called “External values”. An external value is a web request, that uses dynamic parameters and returns a value of defined type.
- So, where in KWizCom Forms can we use these “external values”? Everywhere! As field default values As values in conditions in all KWizCom Forms setting pages In custom actions
- In the Default Values settings page you can enter a value or select and external value for a selected field
- Clicking the “external value” picker icon will open the “Select external value” popup In this popup window you will see all the available external values that match your field type (in this example it’s a DateTime field) An external value looks like a function; it can have parameters and returns a value of a defined type. Parameters are surrounded by brackets [].
- To select an external value simply click it, it will appear in the “Value” textbox Now, you can replace the [ID] parameter with a fixed value such as: GetDateByID(5) for example, or you can provide a dynamic token such as [Today], [ListId], [ListTitle], [Me], or any column from your list surrounded by [].
- After you’ve selected your external value, click validate to make sure your external value is formatted correctly, then click OK.
- After you click OK, you’ll see the selected external value as the default value, all left to do is click the “Add Default Value Rule” to add this default value rule to your form.
- In most KWizCom Forms settings pages there’s the “Conditions” section, where you can configure property-based conditions for your rules. When comparing a column value to another value, you can use manual values or external values
- Selecting an external value for your conditions is done exactly the same as selecting for default value (described in previous slides) In this example, we have added a field-permission rule that hides the “Task Status” field if the “Assigned To” column’s value is not equal to the value returned by the “GetUserByID([ID])” external value
- External values are stored in a hidden list in the site collection level. To access the list of external values, click the “click here” link in the Select external value popup, this will open a new page showing all the existing external values in the current S.C
- This page is accessible only to users who have the permission to access this list. If you want to manage this list’s permissions to enable other users to access this list, click the link at the bottom of this page. The External value management page displays all available external values, and allows you to edit, delete and add new external values. To edit an external value click the external value’s link. To add a new external value – click the “add a new external value” button at the top of the page.
- Adding/editing an external value, fill-out the following fields: Name Specify a clear and descriptive name for this external value. The name must follow function naming convention (letters, numbers and _ only, no spaces or other special characters), example: GetProductFromCRM. Once you create the external value, its name cannot be changed. Description Enter a description for this external value that will make it easier for other users to understand when and how to use it in their solutions. Url (with query string if needed) Please provide the URL address of the service you wish to get the data from. You can use tokens such as [Today], [ListID], [ListTitle], [Me] or any column from the item surrounded by [] anywhere in the URL or query string. Built in services KWizCom Forms includes 2 sample services you can use right out of the box: Get a value from a remote SharePoint list item Get a value from a SQL database Clicking each of these links will populate the URL text area with the selected service’s url. For a more detailed description and usage examples of these built-in services, simply click the ? icon next to the Url text are. Request body/data optionally, if your request requires a body to be sent - please provide the value for the request body here. You can use the same tokens as for URL parameter. Also, if your query string to our built-in services gets too long, you can drop it and place it here instead. Just move everything after the “?” character (without the “?” character) to the request body. User name optionally, if your request does not accept anonymous calls, provide the login information here. Both the user name and password will be encrypted in the database. * Some authentication providers are not supported. Contact our support if you are facing an issue with this. Password optionally, if your request does not accept anonymous calls, provide the login information here. Both the user name and password will be encrypted in the data base. Expected data type returned Select the data type this external value should return. Cacheability this property defines for how long to cache the results of the external value. If your data does not change frequently, a higher number will get better performance. After you have filled-out the form you need to validate your external value (make sure it really works as expected). Click the “Validate” button.
- Validating an external value After you create an external value you can check that it really works. Clicking the “validate” button opens a popup that lets you type values for your external value’s parameters and then it executes the external value with the provided parameter values.