2014 - The Future Of Forms (InfoPath)

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Session #STP1455 from Australian SharePoint Conference - 16th July 2014

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  • Great presentation, Chris. Wish I was there in person to see the presentation. Since you mentioned a couple of InfoPath alternatives in your presentation I wanted to share another one that you might be interested in or even familiar already. It is PDF Share Forms - http://www.pdfshareforms.com/?utm_source=Slideshare%20Chris%20O%60Connor&utm_medium=Marketing&utm_campaign=Slideshare%20linkedin We are often approached by people looking for alternatives to InfoPath and we have a good record of helping them
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  • Doing SharePoint for 8 years – has it been that long !??
    Run the Melbourne SharePoint User Group
  • InfoPath is DEAD – long live InfoPath !
  • WASTELAND
  • Additional licensing costs, learning
    Each product – still early days
  • Browser based designer
    Mobile Forms – app per device, iPad, Windows 8, etc
    Office 365 version
  • AUSTRALIA
  • 2014 - The Future Of Forms (InfoPath)

    1. 1. S H A R E P O I N T CONFERENCES 2 0 1 4 Chris O’Connor OBS (Melbourne) STP1455
    2. 2. Chris O’Connor Senior Consultant, OBS Technical Specialist, Forms+Workflow @GrumpyWookie Blog : www.sharepointroot.com ** Melbourne SharePoint User Group (MSPUG) #AUSPC #NZSPC
    3. 3. #auspc #nzspc  InfoPath is dead being put out to pasture Why !?  Path ahead from Microsoft  Alternatives from 3rd parties  What does that mean for YOU ? Today, tomorrow & the future
    4. 4. #auspc #nzspc  Introduced in SharePoint 2003  Client side – required desktop installation (eg. MS-Word / MS-Excel)  SharePoint 2007 – added browser based forms  High adoption for e-Forms, business process, integration with workflow  Client side – code behind  SharePoint 2010 – minimal change, new controls (designer)  High use continued, user productivity
    5. 5. #auspc #nzspc  Zero changes in SharePoint 2013 (!)  Difficulties becoming apparent  Doesn’t work well with ‘claims’ auth – eg. Getting “my manager”  Some hiccups with Office 365 (cloud)  Anonymous forms difficult (still)  Not suited for mobile, iPad, etc  The writing was on the wall….  Microsoft recently announced end-of-life plan for InfoPath
    6. 6. #auspc #nzspc Cloud Mobile .
    7. 7. #auspc #nzspc  Industry trends and feedback from our customers and partners make it clear that today’s businesses demand an intelligent, integrated forms experience that spans devices. We are looking to make investments that allow you to easily design, deploy, and use intelligent, integrated forms across Office clients, servers, and services— forms that everyone can use on their PC, tablet, or phone. Our goal is to deliver tools that are flexible and agile, so you can quickly connect to your data and processes in new and exciting ways.  So how are we evolving our forms technology? In an effort to streamline our investments and deliver a more integrated Office forms user experience, we’re retiring InfoPath and investing in new forms technology across SharePoint, Access, and Word.  This means that InfoPath 2013 is the last release of the desktop client, and InfoPath Forms Services in SharePoint Server 2013 is the last release of InfoPath Forms Services. The InfoPath Forms Services technology within Office 365 will be maintained and it will function until further notice.  http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/ .
    8. 8. #auspc #nzspc
    9. 9. #auspc #nzspc  Support until April 2023 InfoPath 2013 client InfoPath Forms Services for SharePoint Server 2013  Office 365 InfoPath Forms Services supported “until further notice”  Microsoft SharePoint Conference Las Vegas, March 2014
    10. 10. #auspc #nzspc
    11. 11. #auspc #nzspc  Excel Surveys (FoSS)  Forms on SharePoint List Forms (FoSL)  Structured Document Forms (MS-Word)  Access Web Apps
    12. 12. #auspc #nzspc  Slide from SPC  Application apps  Document forms  Etc
    13. 13. #auspc #nzspc  FoSS = Forms on Spreadsheets  Available today in Office 365  Data capture web based UI  Row-by-row data added to Excel
    14. 14. #auspc #nzspc  FoSL = Forms on SharePoint lists  Similar to customizing the list forms with InfoPath (!)  Ribbon button : Customize This Form
    15. 15. #auspc #nzspc
    16. 16. #auspc #nzspc
    17. 17. #auspc #nzspc
    18. 18. #auspc #nzspc  Microsoft Word  Document Information Panel (DIP)  Document Properties + Content Controls  Eg. Insurance claim, loan application, vehicle registration
    19. 19. #auspc #nzspc
    20. 20. #auspc #nzspc  Self contained apps  Access Services
    21. 21. #auspc #nzspc
    22. 22. #auspc #nzspc
    23. 23. #auspc #nzspc
    24. 24. #auspc #nzspc
    25. 25. #auspc #nzspc
    26. 26. #auspc #nzspc
    27. 27. #auspc #nzspc
    28. 28. #auspc #nzspc .
    29. 29. #auspc #nzspc  Visual Studio Light Switch  SharePoint “Apps”  Visual Studio  ASP.NET / MVC  HTML5 + JavaScript – eg. AngularJS, jQuery  Develop, Debug, Test, Deploy Slower to market + additional costs (time + money) Developer skills required .
    30. 30. #auspc #nzspc  Slide from SPC  Application apps  Document forms  Etc
    31. 31. #auspc #nzspc
    32. 32. #auspc #nzspc  Rules Validation Show/Hide fields  Connect to data User Profiles External data source  Workflow Business process  Deployment Dev / Test / Prod
    33. 33. #auspc #nzspc
    34. 34. #auspc #nzspc  ????  Rumours about new forms platform for vNext  End of 2014 – we should see BETA for SP2015 ?  Migration strategy from InfoPath ?  Tell Microsoft YOUR views/ideas !
    35. 35. #auspc #nzspc  Customer feedback, mentioned at SPC http://officeforms.uservoice.com/  86 posts/ideas since March Committed to respond + provide a roadmap by end of 2014 (!)  Top ideas – interesting to see :  Microsoft needs a Browser based Forms Editor (691 votes)  User Profile Information is very important for internal forms (415 votes)  JSON payload, HTML Forms, SharePoint lists as a NoSQL store, OData Queryable, SyncFx for offline (171 votes)
    36. 36. #auspc #nzspc SharePoint Consultant InfoPath Tech BA
    37. 37. #auspc #nzspc  Existing forms / business processes  Do nothing ! Just leave them ‘as is’.  Supported until 2023 (Office 365 sooner)  New solutions / forms / business processes  Use InfoPath ! (SP2013 + Claims tips/tricks)  Perhaps consider NOT using InfoPath  Office 365  Strongly consider NOT using InfoPath  Look to 3rd party solutions .
    38. 38. #auspc #nzspc
    39. 39. #auspc #nzspc Forms For Everyone On Any Device Quick and Easy Forms Design Seamless Workflow Integration Access Anywhere, Anytime
    40. 40. #auspc #nzspc  Browser based designer  List Forms  Tasks Forms  Mobile Forms  Device app for iOS + Windows 8  SharePoint 2010 + SharePoint 2013  Office 365
    41. 41. #auspc #nzspc  Build forms for your apps and lists in SharePoint using drag and drop design  Combine existing data with SharePoint List information on one form  Integrate with K2 workflows  Access it on any device
    42. 42. #auspc #nzspc K2.COM Create K2 smartforms-based solutions that support master/detail scenarios like purchase orders BUILD COMPLEX FORMS
    43. 43. #auspc #nzspc K2.COM Tightly integrate K2 smartforms-based applications with your existing SharePoint, CRM and other platforms INTEGRATE INTO OTHER PLATFORMS
    44. 44. #auspc #nzspc  Data oriented forms  Define Service Objects + Smart Objects  Back-end systems – eg. CRM, SQL, ASMX  Generate Views (UI pieces)  Assemble pieces into forms
    45. 45. #auspc #nzspc
    46. 46. #auspc #nzspc
    47. 47. #auspc #nzspc Run InfoPath forms in Formotus client apps • Business logic, data validation, conditional formatting, multiple views • Data connections to SharePoint, Web Services, email (XML, HTML, PDF) • Rich custom controls (GPS, camera, touch screen ink) • Integrated Formotus workflows for dispatch and job assignments Design forms using InfoPath Designer and Formotus cloud console • Formotus will always support InfoPath Designer forms • Gradually moving more design features to the cloud console • Eventually InfoPath Designer will not be needed Optimized for offline form filling (Windows 8, iOS, Android)
    48. 48. #auspc #nzspc  Design InfoPath Forms – use on mobile device  Work offline + sync later  Apps for iPhone, iPad, Android, Windows  Ink capture for signature • InfoPath -> Cloud + Mobile (!)
    49. 49. #auspc #nzspc
    50. 50. #auspc #nzspc
    51. 51. #auspc #nzspc .
    52. 52. #auspc #nzspc  InfoPath  Roadmap from Microsoft  Don’t Panic  Continue using InfoPath  Consider alternatives  3rd Party  Nintex Forms  K2 SmartForms  Formotus
    53. 53. #auspc #nzspc chris.oconnor@obs.com.au @GrumpyWookie www.sharepointroot.com
    54. 54. #auspc #nzspc Thank you to our sponsors

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