This comprehensive guide is intended for the Administrator of SharePoint Flex and not end users. Its purpose is to provide an understanding of how Flex is designed and how it can be configured.
It is designed in such a way to provide a base understanding of each section. We do our best to tie sections together in an effort to deliver the broadest understanding of the construction, related items, and configuration options.
The best way to use this Guide is to review each section in a cursory fashion to see what is contained in each of the sections.
Provides a base understanding of the various technical topics and questions that Administrators have.
Permissions and Privileges
Provides an overview of the various ways that Flex utilizes SharePoint permissions and builds upon it for added controls.
Assists Administrators who wish to roll the system out without the assistance of a SharePoint Flex Consultant.
Contains configuration controls that we call “Settings”.
Core Flex Lists
Explains all about the various lists and the features available for those lists.
How to build custom lists and integrate them into Flex in a variety of ways to support varying business situations.
SharePoint List Views
Flex uses the SharePoint List View Web Part with additional functionality added. This section explains their function and role.
New, Edit and Display Forms
Everything you need to know about the Flex forms which have replaced the standard SharePoint .aspx forms, and how to personalize them to meet specific requirements.
Covers all aspects of out of the box SharePoint columns, along with additional Flex column enhancements and features.
This powerful Flex Web Part connects child related data that is both dynamic and static and is available from every parent item where it is relevant.
Covers all the configuration options of this powerful and flexible function.
The Wizard is more than just a web part to create new items, it is highly configurable and adaptable to enable control over list items.
This section outlines how to use and configure features that can be used within any list. Definitely worth a review to see if there are any business situations that might benefit from having these features turned on and configured.
Flex can be used to manage an array of relationship types- from Standalone lists to Static and Dynamic connections. This section will explain how to use these features.
Documents and Templates
Flex takes advantage of SharePoint’s document management functionality but takes it further by relating folders to Flex items. In addition, we have a merging capability with Word and the ability to use Templates. The section covers how these features and functions all work together.
Covers our Advanced Search and the various ways that marketing activities, such as list creation and campaigns are handled in Flex templates.
This full featured and powerful application that processes email to Flex lists and items is thoroughly covered in this section.
This section covers features not related to the Plugin.
This is a useful tool that can convert existing data and reconnect it inside a Flex systems. The Importer/Updater can also be configured to regularly update list information.
This tool transfers information from one Flex list to another and is provided complimentary to existing customers.
Provides Administrators with a list that easily translates all Flex terms to a term of their choosing.
Features and Functions
New Feature releases are listed at the end of this Guide. It is not necessary to utilize every new feature if the feature is not required by your business process.
We are continually updating and enhancing this Guide to assist customers with their configuration efforts. If you are unable to find a section send an email to firstname.lastname@example.org. We will gladly point you in the right direction.