Slidedeck for my IT Unity webinar on free InfoPath replace tool StratusForms (www.stratusforms.com)

1. Intro to StratusForms Mark Rackley
mrackley@paitgroup.com
#SayNoToInfoPath
http://www.stratusforms.com
http://www.itunity.com/community/stratusforms

2. © 2015 PAIT Group PAITGroup.com
Mark Rackley / Partner & CTO
•20+ years software architecture and
development experience
•Office 365 MVP, SharePoint Junkie
since 2007
•Event Organizer (SharePointalooza.org)
•Blogger, Writer, Speaker
•Bacon aficionado
@mrackley
www.SharePointHillbilly.com
www.PaitGroup.com
www.SharePointaLooza.org
www.StratusForms.com

3. © 2015 PAIT Group PAITGroup.com
StratusForms
www.StratusForms.com
• A lightweight InfoPath alternative
• 100% Client Side Based
• Engine is 100% Free
• Build forms using standard HTML, CSS, and JavaScript
• They can look EXACTLY like you want
• You can write additional business logic using JavaScript to interact with other
systems

4. © 2015 PAIT Group PAITGroup.com
StratusForms
• Works in SharePoint 2007, 2010, 2013, & O365
• Stores all form fields in one object
• Can promote fields in the form to SharePoint list fields
• Supports many field types including People Pickers (2013 only)
• Other features
• Repeating content
• Parent / Child list relationships
• Reporting
• Form and Field encryption/password protection

5. © 2015 PAIT Group PAITGroup.com
StratusForms
•Available services
•Support
•Customizations
•Training
Contact StratusForms@PAITGroup.com for more information

6. © 2015 PAIT Group PAITGroup.com
StratusForms – Premium *Coming Soon*
• Will be available in the SharePoint Store
• Automated configuration
• Drag and Drop form designer
• Minimal cost compared to other 3rd party form solutions
• Uses JSOM for the data library
• Same engine as free tool

7. © 2015 PAIT Group PAITGroup.com
The Basics
• Include the needed scripts
<script type="text/javascript" src="//code.jquery.com/jquery-1.11.1.min.js"></script>
<script type="text/javascript" src="//cdnjs.cloudflare.com/ajax/libs/jquery.SPServices/0.7.2/jquery.SPServices-
0.7.2.min.js"></script>
<script type="text/javascript" src="//www.stratusforms.com/scripts/stratus-forms-1.0.js"></script>
<script type="text/javascript" src="//www.stratusforms.com/scripts/stratus-forms-data-SPServices.js"></script>
<script type="text/javascript" src="//code.jquery.com/ui/1.11.2/jquery-ui.min.js"></script>
<link type="text/css" rel="stylesheet" href="//code.jquery.com/ui/1.11.2/themes/start/jquery-ui.css">

8. © 2015 PAIT Group PAITGroup.com
The Basics
• Create a Multi-Line Plain Text Field on your List/Library called
“StratusFormsData”
• Form Initialization (Load a form)
$("#SFForm").StratusFormsInitialize({
queryStringVar: “formID",
listName: “<list Name>"
});

9. © 2015 PAIT Group PAITGroup.com
The Basics
• Add/Update a form
$("#SFForm").StratusFormsSubmit({
listName: “<list name>",
completefunc: function(id) {
alert("Save was successful. ID = " + id);
window.location = window.location.pathname +
"?formID=" + id;
}
});

10. © 2015 PAIT Group PAITGroup.com
The Basics
• Use regular HTML with unique ID
<input type=“text” id=“Email”>
• Make a field required using a class
<input type=“text” id=“Email” class=“required”>
• Promote a field to a SharePoint List Field (use INTERNAL field
name)
<input type=“text” id=“Email” class=“required” listFieldName=“Title”>

11. © 2015 PAIT Group PAITGroup.com
The Basics
• Custom field validation
<input type=“text” id=“Email” class=“required” listFieldName=“Title” validate="validEmail">
• Built in validation functions
• Number
• Email
• Phone #
• Social Security Number

12. © 2015 PAIT Group PAITGroup.com
Demo: Form Builder
http://www.stratusforms.com/formbuilder.html

13. DEMO: Building your first Form
with StratusForms
InfoPath? We don’t need no stinking InfoPath!

14. © 2015 PAIT Group PAITGroup.com
Form / Field Encryption
• Use any 3rd party encryption library
• Tested with Crypto-JS https://code.google.com/p/crypto-js/
• Override encryption/decryption methods
• Assign a class of “SFEncrypt” to either entire Form or specific
fields
• Data is stored encrypted
• Key is never stored
• Don’t lose it

15. © 2015 PAIT Group PAITGroup.com
Form / Field Encryption
• Use any 3rd party encryption library
• Tested with Crypto-JS https://code.google.com/p/crypto-js/
• Override encryption/decryption methods
<script src="../SiteAssets/core-min.js"></script>
<script src="../SiteAssets/enc-utf16-min.js"></script>
<script src="../SiteAssets/enc-base64-min.js"></script>
<script src="../SiteAssets/aes.js"></script>
$.fn.StratusFormsDecrypt = function(formString,key)
{
result = CryptoJS.AES.decrypt(formString, key).toString(CryptoJS.enc.Utf8);
return result;
}
$.fn. StratusFormsEncrypt = function(formString,key)
{
result = CryptoJS.AES.encrypt(formString, key);
return result;
}

16. Demo: Data Encryption
Encrypt field(s) or an entire form

17. © 2015 PAIT Group PAITGroup.com
Reporting on Form Data
• Uses DataTables http://www.datatables.net
<script type="text/javascript" src="//cdn.datatables.net/1.10.3/js/jquery.dataTables.min.js"></script>
<link type="text/css" rel="stylesheet" href="//cdn.datatables.net/1.10.3/css/jquery.dataTables.min.css" />
//Create a List View of Stratus Forms data using DataTables.
//#reportTable is a Table element that will contain the report
//ensure all fields reported against contain data or DataTables
//will throw an error.
$("#reportingTable").StratusFormsReporting({
listName: "messages", //list to report against
sourceData: ["name","email","age"], //id's of the fields to report on
columnDisplay: ["Contact Name","Email Address","Age"] //column header for fields in "sourceData"
});

18. Demo: Form Reporting
You can’t do THAT with InfoPath

19. Thank you.
© 2015 PAIT Group June 29, 2015