Conditional Visibility in SPEasyForms Video

Note: It is important to recognize that field visibility is not a security mechanism. No front-end only solution can be appropriately applied to hard security requirements. It can be useful in applying business rules.

This video will show you how to use SPEasyForms to make fields read-only or hidden in SharePoint forms based on various conditions. Continue reading “Conditional Visibility in SPEasyForms Video”

SPEasyForms: Wizard Container Implementation Details

In this post I’m going to describe how to implement a container extension for SPEasyForms. Most containers are structurally the same; they contain one or more named collections of fields and present those fields on a form in a certain way. For example, the tabs container has one collection of fields per tab, and the name of the collection is the tab name. The container I’m going to build now offers basic wizard functionality. It paginates each field collection, so a page looks like:

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SPEasyForms: Wizard Container User Guide

This is the end-user documentation for the new Wizard container built in to the AddOns v2014.01.15 package for SPEasyForms. I’ll follow up quickly with another post explaining the implementation details for developers.

The Wizard container is kind of a special case. Unlike Tabs or Accordion, I really only see the wizard container as useful if most, or ideally all, of the fields are on it. It allows you to paginate a form so users can step through it. Continue reading “SPEasyForms: Wizard Container User Guide”

SPEasyForms: Lookup Detail Adapter User Guide

This post will serve as the documentation for the new Lookup Detail Adapter for SPEasyForms. This adapter is available in AddOns v2014.01.14, and provides the following functionality:

  • You can tie a field to another lookup field in the list and another column in the lookup list.
  • When the lookup field’s value changes, the corresponding data from the other column in the lookup list is copied into the field with the adapter.
  • Currently, this adapter can be applied to fields of type SPFieldText, SPFieldNote, SPFieldMultiLine, SPFieldChoice, SPFieldMultiChoice, SPFieldDateTime, SPFieldBoolean, SPFieldURL, SPFieldUserSPFieldUserMulti, SPFieldNumber and SPFieldCurrency.

Note that since the data from the lookup list is duplicated in the current list, this adapter is only appropriate for situations where what you want is a snapshot of what the data was at the time when the form is filled out. The data is not updated when the data in the lookup list changes; it is only updated when the selected value of the lookup field in the list item changes.
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SPEasyForms: HTML Snippet Container User Guide

SPEasyForms is fast approaching a year old. Since it’s inception, the most frequently requested feature is the ability to insert some arbitrary HTML into the form. I understand the need; a large form looks better if you break it up into sections with headers. Plus you might want to just tweak the css of a single form a little or insert a tiny bit of JavaScript to change the look or behavior of some control. And I’ve always intended to add something to address this at some point.
The HTMLSnippetContainer is intended to address all of these needs, and potentially more. It is a container, but unlike the other containers in SPEasyForms, it doesn’t contain fields, it just contains a bit of HTML. This container is part of AddOns.2015.00.08, so the rest of this guide will assume that you already have that or a later version installed.

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Security in SPEasyForms

If you were at SharePoint Saturday VA Beach and you saw the session on SPEasyForms, you probably heard us say that the ribbon button for configuring SPEasyForms for a list is security trimmed and you need to have the Manage Lists permission in order to see it. But there is also a link to the settings page on the list settings page, and I recently realized that I never got around to security trimming this link.

So the question is, is this a security flaw? In a word, no. The reason is that despite its name, security trimming is not a security mechanism. It is a UI feature. Generally, it is a bad practice to show people a link to something that they cannot use. Having the link appear on the list settings page for users who cannot configure it is certainly a UI flaw, and one that I will start to address in the next AddOns release for SPEasyForms.

So the next question is, what are the security considerations you should be aware of when using SPEasyForms? SPEasyForms security is entirely based on file system security, meaning that what a user can do with SPEasyForms is based on the SharePoint permissions assigned to the files that SPEasyForms depends on.
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