The document discusses the creation of custom mobile solutions for SharePoint that require no code and address mobile user needs. It emphasizes the importance of a focused, task-oriented interface, allowing users to quickly access relevant actions and minimize unnecessary steps. The solution includes customizable mobile applications that provide enhanced performance and usability for field engineers, sales agents, and support employees.

1. Did you know that you can easily create custom-tailored SharePoint Mobile solutions in just a few minutes, without any code development at all?

2. “But SharePoint is very customizable and already has a mobile output format (/m)”OK...I just got out from a meeting with a customer, I would like to create a follow-up task for myself while I’m on my way to my car..

3. Here’s SharePoint’s mobile view (/m)Where is my sales dashboard?? All I see is a long list of lists and libraries..most of them I don’t know..I just need a big “New Task” buttonOh, here is the Tasks list!Let’s click it…maybe then I’ll see the “New Task” button

4. Here are my tasks!(I see some which are VERY old..)Oh, this one should be closed long ago. How do I close a task?Very simple!Click “Display”, then click “Edit” and then mark the task with “Completed” status and then click “Save”…Close TaskI wish I could just have a “Close Task” link here..Found the “New Task” link!!(I already got into my car..)

5. Finally I can write the follow-up task for myself!Why do I need this field?? It’s a NEW task so of course it was not started!!Same for this one…why is it here??Now I have to select myself from a list…this is really taking far too long for one simple follow-up task..

6. 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!!

7. SharePoint mobile-user challengesA much more focused interface is requiredNo more generic New-View-EditSharePoint list pages – all with the same “generic” menus.Have the exact interface needed by your mobile users to perform their business activities.

8. What mobile users do needCustom pages that include EXACTLY what I needMy Sales spaceFits 100% to my smart phone (without any development)My Monthly SummaryMy ActionsEasy to create and configure, just like SharePoint++Instead of the generic SharePoint screens have a focused, simple Task-Oriented interface!

9. Deployment Requirements

10. SharePoint Mobile ExtensionsSmart, focused interface for productive mobile usersIn just a few minutes you can produce a custom-tailored, focused mobile interface that answers your mobile users’ specific needs!

11. SharePoint Mobile ExtensionsSmart, focused interface for productive mobile usersYou have FULL control over your SharePoint Mobile application:You define the exact layout

12. You define which menus and actions will be visible

13. You define the exact logicZero development!

14. SharePoint Mobile ExtensionsSmart, focused interface for productive mobile usersWho needs it?Field-engineers

15. Sales agents

16. Support/Help-Desk employeesand..Anyone who needs the same level of SharePoint Workspace service while being out of the office!

17. Solution ConceptA Form-based Application Generator

18. Enables a non-developer to produce task-oriented mobile solutions which are based on existing SharePoint lists.

19. These mobile applications will enable end-users perform faster by providing:

20. Powerful forms (field-level permissions, tabs, default values, field validation rules, field constraints)

21. Context-sensitive, conditioned actions (list-level, item-level)

22. Auto-rendering to fit smart phones’ interface(1st version will support Blackberry and iPhone)

23. Server-based solution, Zero deployment on smart phones.

24. Template-based – enables deploying solution templates across the organization!

25. Fast response – Thin HTML, CSS-based

26. Small data plan– because the interface is focuses, it requires minimum clicks and postbacks – minimum trafficProduct ArchitectureSharePoint Mobile ExtensionsCustomizable mobile applicationsThe part that renders the mobile interface is open source!SharePoint Custom ActionsList-level and Item-level custom actionsKWizCom List Forms Extensions Feature (SLFE)Zero-coding custom forms in WSS/MOSSWSS or MOSS (2007 / 2010)

27. Use Case 1Custom Task Management mobile solution(without the “generic” SharePoint features)

28. This is the Tasks list on my mobile phone

29. Clicking on “Actions”..

30. 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

31. Pre-action confirmation message and if I click “OK”..

32. 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

33. 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.

34. I fill out these fields and click “Submit”

35. I am automatically redirected to “My Tasks” view(because this is how I defined it), and several fields were auto-filled.

36. Let’s now go to an existing taskClicking an item..

37. I see only the fields I should seeThe fields are grouped into page parts (sections) according to the way I wanted

38. Clicking the “Actions” shows custom item-level actionsYou can define item-level conditioned menus which are visible according to a defined logic!For example:The action “Close Task” is visible because this task is assigned to me.

39. So… How do I create a custom mobile solution?