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Microsoft and Nintex Forms
- 1. SharePoint and Nintex Forms
- 2. Table of Content • History of Forms • Capabilities and Feature Comparison – Access Forms – InfoPath Forms – Excel Forms – Out of the Box List Forms – Office 365 Forms • Demo – Nintex Forms (Third Party) – PowerApps • Conclusion / Recommendations
- 3. Why Forms Expense Submission Travel Request IT Access Request Asset Tracking Leave Request Training Course Submissions Content Approvals Incident Reporting Form Vacation Requests Approve Presentation Referrals Tracking Contract Approvals Vendor Management Equipment Purchase
- 4. Forms History 1999 • Outlook Forms 2001 • SharePoint List Form 2003 • InfoPath Forms 2007 • InfoPath with Office 2007 2010 • Excel Forms • Access Forms • SharePoint Designer Forms 2015 • PowerApps 2016 • Microsoft Forms
- 5. Forms Features Design • Custom Branding • Embed / Publish • Desktop clients Usability • Drag and Drop • Formatting and Validation • Repeating Sections / Sub Forms Scalability • External Integrations • Custom Code • Multiple language support Mobility • Offline • Mobile Apps • External Collaboration Tracking • Security • Analytics
- 6. END OF LIFECYCLE FORMS Access Forms InfoPath Forms
- 7. Access Forms
- 8. InfoPath Forms Create List Form Or Form Library Publish to SharePoint, Email, Webservice
- 9. Discontinue Dates InfoPath Form Services – Discontinued January 31, 2014 – Office services and InfoPath client supported until 2026 • SP 2016 Lifecycle support – 2021 • Extended support - + 5 years Access Services – New Access Apps discontinued in Office 365 starting June 2017 – Existing Access Apps shut down in Office 365 by April 2018 – Supported in SharePoint On Premise until product lifecycle
- 10. Feature Evaluation Access Forms InfoPath Forms Design Usability Scalability Mobility Tracking
- 11. BASIC FORMS Excel Forms SharePoint list forms
- 13. List Forms • New Form, Edit Form and Display Form • Customization – InfoPath – JavaScript – SharePoint Designer List Forms Design Usability Scalability Mobility
- 14. SURVEY FORMS Office 365 Forms
- 15. Office 365 Forms – Create quizzes or surveys – Automatic quizzes grading – Dashboard View of responses Supports 68 languages
- 16. THIRD PARTY FORMS Visit https://www.optimumcs.com/business-work-automation/ for details
- 18. NINTEX DEMO Visit https://www.youtube.com/watch?v=aD57hO7Ao_0 for a live demo
- 19. POWERAPPS DEMO
- 20. PowerApps Findings – No repeating table or file attachment support – Limited Drag and Drop capabilities – Some list field types not compatible with PowerApps Form – Does not support data connections to libraries and default list types – No external sharing capabilities – Not supported in FireFox Design • Custom Branding • Embed / Publish • Desktop clients Usability • Drag and Drop • Formatting and Validation • Repeating Sections / Sub Forms Scalability • External Integrations • Custom Code • Multiple language support Mobility • Offline • Mobile Apps • External Collaboration Tracking • Security • Analytics
- 21. Form Solution Approach PowerApps • Office 365 Only Third Party / Custom Form • Office 365 or SharePoint On Premise InfoPath • SharePoint On Premise Designer / List Forms • SharePoint On- Premise
- 22. NEXT STEPS
- 23. • Optimum is a Technology and Management Consulting firm transforming businesses through the power of People, Technology, and Automated Processes. • We are a Microsoft and certified Nintex partner with a team of SharePoint, Office 365, Nintex and Project Management (PMP) certified consultants and technology experts helping our clients automate and streamline their business processes to increase business efficiency and improve bottom line. About Optimum Nintex & PMP Certified Resources Unique Blend of IT and Business Process Mgmt. Experience Personalized Customer Service Competitive Pricing & “No Project Too Small” Mentality 713.505.0300 | info@optimumcs.com | www.optimumcs.com
- 24. Optimum’s Nintex Services What We Offer: - A complimentary business requirements workshop with our SharePoint/Office 365 and Nintex certified experts - Proof-of-concept implementation at a discounted rate - 30 days free trial of Nintex solutions - Comprehensive proposal and pricing/licensing information Nintex is a Cost-effective and Affordable! Ask us for pricing and licensing information!
- 29. Questions? Optimum, a certified Nintex partner! www.optimumcs.com
Editor's Notes
- Office 365 Education subscription only at the moment – will be rolled out to additional plans -> Tailored for teachers Updated Forms portal – shows snapshot of Form with responses, title and background and ‘search’ capabilities Supports 68 different languages and can change themes for the forms Share the form– internal only within the company or with anonymous links Collaborate form design – multiple people can work on it simultaneously when the link is published to a group Embed the form on any web page, duplicate or copy the form and use it as template Ability to add pictures or videos to questions and use branching for questions and answers Up to 5000 responses can be collected ‘Take Tests in Windows 10’ -> Applies to Windows 10 and restricts students from opening any other window other than the test Insert Form or Quiz into OneNote Online (Insert -> Forms), Excel Online(using Insert -> Forms in the menu) or One Drive for Business using ‘Forms for Excel’
- Additional talking points In these cases, Azure App Service and Azure Functions are commonly used for building customizations that are needed. Entity Forms only supports Common Data Service data connections Talk about environments and process to make updates to apps and deploy including export / import options that are upcoming Show them sharing, gateways and other menu options that appear from the power apps Show the different ways of creation of apps -> from list and from the web.powerapps.com You can only open one app on the studio at a time -> open the others in browser (edit in Studio, edit in browser) Talk about how to learn new apps -> learn from Microsoft pre built apps or go to power hour on youtube Delegation and connectors will determine how large the underling number of records can get – default is 500 but with delegation enabled connectors and filtering it can be higher In Preview (not available publicly) Export – Import options PowerApps Analytics web.powerapps.com?l=en-us