Forms

Build any form you need

Workflows

Unlimited workflows with e-mail integration

Documents (files)

Online editing, versioning, sharing

Views & Filters

Drill down to the required details 

MS Teams

Seamless Integration with Microsoft Teams

Shareflex Platform

Deep dive into Shareflex

Business Applications for
SharePoint Online

Let's get this demo started!

Forms

This demo showcases examples of the functions we can add to the forms in the apps we can build for you.
We hope that this demo will serve as inspiration for the apps you need.

Grouping fields on tabbed pages for a comprehensive view when fields exceed one screen.

This tabbed page, for example, displays all fields used to set the employee skills.

We design a history tab page on every form where you can view the item's edit history log and workflow approval details.

The item history displays when the item has been updated and by whom. It is possible to view a version and restore it if needed.

In the right pane, we can list one or multiple related items, each with its dedicated form.

A Comment item (child document) has been opened, and this record is displayed nicely overlaid on the parent form.

Another example of a response item is an assignments form.

The new item is created, and the fields are set accordingly. Let's save it now.

After saving the record, the attachments section is displayed for the user to add documents.

The newly created assignment item is displayed in the right pane.

>

A different app is displayed now. We can also add related items to the bottom of the form in case the right pane is needed for another important function.

Go to Workflow Demo

A Contract Period form is displayed now.

Thank you for watching this demo. We hope it has provided you with inspiration regarding the forms we can create for you. These are just examples of our development capabilities. We can tailor the forms to your specific needs, with or without additional functions in the right and/or bottom pane. Creating multiple main forms and integrating them into your app is also feasible. With Shareflex, there's very little we cannot create for you.

Business Applications for
SharePoint Online

Workflows

Let's get this demo started!

This demo illustrates how the workflow functions will appear to users in the apps we can create for you. We trust that this demo will provide you with inspiration for the apps you require.

The person responsible for approving or rejecting the request varies, depending on the department chosen in the new request.

In this workflow demo, the user will request new office furniture.

The form is filled out, and the chosen department is Innovation. This selection determines who will approve the request.

After saving the request, the 'Submit Workflow' button becomes visible.

Request Demo-107 has been saved, and its status is now 'Submitted'.

The application's home screen includes a link where users can view all their workflow tasks and work on them.

All workflow tasks for the currently logged-in user are displayed here, spanning across different apps.

The user can also receive an email containing a link to the same workflow task.

In this demo, the person requested to approve cannot approve the request due to the reason entered in the comment field.

Please pay close attention to the screen. In the right pane, the user is presented with the record for which the approval is requested (note that the approver cannot modify this record). In the left pane, the approval options available to the approver are displayed.

Save

The requester receives an email notifying them that their request has been rejected.

The link in the email directs the user to their request, and the history tab will provide the user with information on why the request has been rejected.

Absolutely, extending the deadline by one week is not an issue.

The deadline has been adjusted. Let's save the request and submit it again.

The approver receives the request once again. To understand the status, the approver goes to the history tab to review the previous actions.

The history log provides the approver with the details of why the request was rejected previously. With the corrected deadline, let's proceed to approve the request.

Edit

Save

The history log now indicates that the request has been approved, along with the date and the person who approved it.

Go to Documents Demo

Documents

Business Applications for
SharePoint Online

Let's get this demo started!

In most of the apps documents (files or attachments) are linked with a record designed for a specific purpose, like a contract record. This record includes input fields, such as subject or project name, which users fill out. The record is then presented in views. When the record is created, documents are attached to it and displayed in the lower section of the form. Users have the flexibility to attach one or multiple documents as needed.

By clicking the document icon (Word for example), users can preview the document.

Clicking the document file name will open the document in an editor (such as Word).

The right pane is utilized to view the document content.

In this demo, this specific Word document is being updated.

The document preview now displays the document update.

The document version history can be accessed via the history link.

The recent document update is now displayed, ensuring proper version management.

Go to Views Filters Demo

Numerous other file/document editing and review options are available by clicking the three dots menu.

Views & Filters

Business Applications for
SharePoint Online

Let's get this demo started!

In our apps, we provide multiple views that present data to the user, each displaying the data in a unique way. The number of views in the app is determined by the number of fields used to store data and the specific demands of the client. These views can be showcased on either the left pane or the app's home screen.

Now, let's demonstrate column filtering. Simply click on the filter in a column, and users will be presented with the values that can be used to filter this column.

Based on the content in the view, users can filter using 'Agency CV' and 'Staff CV' as filtering values. Let's choose 'Agency CV'.

After applying the 'Agency CV' filter, the view only shows records that have 'Agency CV' in the designated field. The other columns now have a slightly reduced number of filter values due to the decreased records in the view.

Users can save the current filter for future use. The link to the saved filter will be listed on the app's home page.

Another useful feature is the ability to export the content of the view to formats such as Excel.

In apps with a wide range of functionality, the home page is populated with buttons that direct users to specific views essential for daily operations.

Saved view filters are listed here on the home page.

When a record is opened, the right pane can be used to display a view showcasing other records related in some way. In this instance, the right pane exhibits all the other contracts that are in place with this specific contractual partner.

When a record is opened, the bottom pane allows for the addition of views that also display related records. In the bottom pane, there is more space for view columns with filter functions, similar to the normal views.

Go to MS Teams Demo

MS Teams

Business Applications for
SharePoint Online

Let's get this demo started!

All Shareflex SharePoint apps we build work seamlessly in MS Teams. For instance, you can now explore our Helpdesk email app in MS Teams through this demo.

MetaMail 365 (Helpdesk email tool) is already available in the MS Teams menu.

The MetaMail 365 (Helpdesk email tool) home screen is displayed. Now, let's open the PC Shop support email box.

Let's open the only pending ticket and respond to the client that the issue has been resolved.

Reply to the client

Send the email

The new reply is displayed in the right pane

The new reply can be viewed

in MS Teams its possible to open the app in a new Pop Up Window

Goto Shareflex Demo

Shareflex Platform

Business Applications for
SharePoint Online

Let's get this demo started!

Shareflex Under the Hood: Where is All Data Stored?

The Base demo is a Shareflex app. Let's open the site.

Below, you can see the various sites required to operate Shareflex SharePoint Online applications. In this demo, we will explore these sites.

Let's go to site content.

What we see here is that a Shareflex app consists of SharePoint lists and libraries where your data is stored. Therefore, all data is stored within your SharePoint tenant!

The Request list stores the primary or entry records for this demo app.

When a list item is opened, the Shareflex form design is loaded, and attachments are listed at the bottom of the form. Please note that these files are not stored in the list itself (we will explore this in the upcoming demos).

Here, the list settings are displayed. It's a standard SharePoint list with columns, nothing out of the ordinary.

The files that are displayed in the record and shown to the end user are stored in SharePoint libraries. This is because SharePoint libraries are the optimal location for storing files.

Shareflex takes care of managing this library; end users do not access or interact with it directly.

Just an ordinary SharePoint library containing the files that were displayed in the record earlier in this demo.

Let's check out the administration site.

The Shareflex administration site offers a variety of functions, as visible on the home page of this site. Let's navigate to the workflows, for example.

All workflows designed for Shareflex apps are listed in this SharePoint list, and they are stored on your tenant. Let's open the workflow for the order app.

Shareflex workflows are created using workflow step documents, which are easily editable once they are created by the designer.

Lastly, the Shareflex Core site (the other sites are created for specific Shareflex applications like the Base Demo).

The Shareflex Core site offers a range of functions, but for this demo, I want to highlight that the application designs are stored here. And once again, these designs are stored on your tenant.

Let's take a look at the design of the Shareflex application Quality Lite.

The design files for the Department form are located in this folder.

The design of Shareflex forms is stored in XML files, all located on your tenant. If you'd like to delve deeper into the Shareflex platform, we have a video linked below. Thank you for watching this demo!

Shareflex Under the Bonnet