Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

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Regardless of whether you're coding your own forms in ASP.NET, using InfoPath, or using a third-party product, certain practices make sense when building forms for workflow solutions. The key is to …

Regardless of whether you're coding your own forms in ASP.NET, using InfoPath, or using a third-party product, certain practices make sense when building forms for workflow solutions. The key is to decide what work should be performed by the form and what should be done by the workflow. Thinking about the overall solution rather than only a form is essential, and this webcast will walk you through a recommended scenario of how to do so.

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  • 1. Forms and Workflow: Putting the Right Work in the Right Place Mike Fitzmaurice VP – Product Technology Nintex @mikefitz mikefitz@nintex.com
  • 2. About me • Mike Fitzmaurice • Vice President of Product Technology, Nintex • 11 years at Microsoft • SharePoint’s original technical evangelist
  • 3. It’s not always about forms
  • 4. The Form is the User Interface • Not the workflow • Not the data
  • 5. If (x and y) then do this do that End if If (user is Bob) then do this and that and the other thing undo that End if If (x and y) then do this do that End if If (x and y) then do this do that End if If (user is Bob) then do this and that and the other thing undo that End if If (x and y) then do this do that End if
  • 6. Form-Only App Problems • Hidden logic • Disconnected logic • Security • Complexity without code
  • 7. Think About the Whole App User Interface Process Logic Data Access
  • 8. Make the Workflow Do More of the Work • Documented • Auditable
  • 9. One Form Per Step • Submit • Start • Task
  • 10. Task Forms • Workflow can route new data • New data can be written to original form • All info can be sent to other places
  • 11. It’s Not All About Spreadsheets, Either • Same problem, different file type • Example: HUGE Excel file with macros • Workflow: route, track, remind
  • 12. Questions?
  • 13. Thank You