Showing dynamic, context specific information in SharePoint forms
Another SharePoint requirements classic in today’s skybow Advent Calendar cookie: showing dynamic, context specific information, in SharePoint forms. We want to do it during the data input, to help and to navigate users through the data entry process.
Let’s take this simple example: when creating a new Purchase Order, we need to inform the user that if the total amount is going to extend 10000$, we need to show a small warning, telling her that an approval process is going to start when the item is submitted.
So how do we do that?
- Either in skybow Solution Studio, or in skybow Rich Forms, open the new or edit form
- In that form, insert a new Rich Text Field, and position it where you want your warning to appear
- Insert any information or warning in that field, either as a rich text, or with icons or any other rich content (it is a Rich Text Field after all)
- Set the visibility condition of that field to anything you want. In our case, we are connecting it to the value of the “Extended price” field, and determining the warning’s visibility based on if Extended Price is larger than 10000.
And that’s it – our context-aware approval warning indicator, in the screaming red color, has been placed on the form in less than 5 minutes. Because skybow!