KWizCom Mobile
Improving efficiency of the mobile workforce
Anthony Pham
Product Support Manager
[email protected]
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
Choose a mobile experience
 What is the level of interaction users need?
 Support for all devices (BYOD) or
just a specific device?
 Deployment & maintenance:
Server solution vs. App
End-user solution vs. Dev. framework
What do mobile users need ?
Demo
Closing a follow-up task right after
a meeting with a customer…
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We did it!
Took us “only”:
 5 clicks
 3 page post-backs
What if we had a
“Close Task” action?
Single click!
At the office I can enjoy
the “portal experience”
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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!
Focused
Interface
KWizCom
Mobile
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!
KWizCom
Mobile
KWizCom Mobile
Smart, focused interface for productive mobile users
KWizCom Mobile
Smart, focused interface for productive mobile users
KWizCom Mobile
Smart, focused interface for productive mobile users
Server solution
Demo
Creating a custom-tailored
Sales mobile workspace
This is our
Sales web workspace
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This is how it looks using
SharePoint 2010
mobile view
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This is what I really need while
I am out of the office
This is the default
mobile UI after
KWizCom Mobile is
installed
So, how do we create this
“custom mobile page”?
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Create mobile page
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Create page parts
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Create custom actions
Let’s create a new custom mobile page
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2
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Type page name and
click “Add Page”
Page added, let’s
preview it
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
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Type the page part’s
name and click
Create “Actions”
“Add Page Part”page part
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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 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)
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1
Let’s add a
list custom action
to the Tasks list
Add the action
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Update the
action’s
properties
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Define who
should see this
action
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Define in which
views the action
should be visible
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Check to create a
new task item
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Configure the fields that
will be auto-updated
in the new created
follow-up task
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Workflows to
trigger after item
has been created
Which item
fields should
be displayed
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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
require user-input
appear, 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
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
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1
Let’s add an
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
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Check to update the
item’s properties
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Configure the fields that
will be auto-updated
Let’s click “OK” and
browse the Tasks list to
see the results
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.
 Cascaded fields
 Repeating rows field
 Custom Actions
 KWizCom Mobile
Enterprise
Field-level permissions
View-level permissions
Dynamic field constraints
Dynamic default values
Field-grouping (Tabs)
Professional
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Standard
KWizCom Forms
KWizCom Mobile
Easily configure custom mobile solutions
Exactly the pages & menus
that your business users need!
Less clicks, less page refreshes
Work FASTER
Easy-to-use mobile solutions
KWizCom Mobile
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/
Questions?
Nimrod Geva
Product Group Manager, KWizCom
[email protected]