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The latest insights on SharePoint Form Solutions

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An overview of the past, present and future of SharePoint Form solutions. Get to see an overview of options for building electronic forms using SharePoint. A summary of pro's and cons for the most common options.

Features Covered: Excel online Services, Access App Forms, Open source solutions, Custom Forms, Third party apps, Store Apps and the story of the InfoPath Zombie.

Publicada em: Software
  • Good presentation, Maarten. Thank you for mentioning our product here PDF Share Forms. A lot of people prefer PDF Share Forms as an alternative to InfoPath. It enables bi-directional synchronization between form fields and SharePoint columns, provides support of digital signatures, workflows, you can send form as a attachment, even for external customers, and many more http://www.pdfshareforms.com/?utm_source=linkedin&utm_campaign=search&utm_medium=groups
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The latest insights on SharePoint Form Solutions

  1. 1. Online Conference June 17th and 18th 2015 WWW.SPBIZCONF.COM The latest insights on SharePoint Form Solutions
  2. 2. WWW.SPBIZCONF.COM Maarten Visser Email : mvisser@meetroo.com Twitter : @mvisser Web: maartenvisser.com FORMS BIO • Outlook/Exchange Forms in 1999 • SharePoint Forms using SP2001 • InfoPath Forms (Service) in 2007 • Third party tools o365apps.com Product Manager Information Management Collaboration and Workflow
  4. 4. WWW.SPBIZCONF.COM Form Solutions
  5. 5. WWW.SPBIZCONF.COM SharePoint Form solutionsForm Solutions
  6. 6. WWW.SPBIZCONF.COM The SharePoint Story 15 years ago Microsoft gave us List Forms
  7. 7. WWW.SPBIZCONF.COM • Patent June 2000 (XSLT gen) • InfoPath released in 2003 – Multiple data sources – Offline use • New InfoPath versions in 2007, 2010, 2013 • Microsoft announced that InfoPath was discontinued on January 31, 2014 The InfoPath Soap
  8. 8. Online Conference June 17th and 18th 2015
  9. 9. WWW.SPBIZCONF.COM The next day
  10. 10. Online Conference June 17th and 18th 2015
  11. 11. WWW.SPBIZCONF.COM Forms Roadmap at SPC14
  12. 12. WWW.SPBIZCONF.COM FoSL (Forms on SharePoint Lists )
  13. 13. WWW.SPBIZCONF.COM FoSL (Forms on SharePoint Lists ) The ability to Edit Forms directly in the browser
  14. 14. WWW.SPBIZCONF.COM FoSL (Forms on SharePoint Lists ) Drag and Drop
  15. 15. WWW.SPBIZCONF.COM FoSL Roadmap at SPC14 Identified features and estimated timelines
  16. 16. WWW.SPBIZCONF.COM Forward to February 2015…. InfoPath support confirmed for SharePoint 2016 Office client & InfoPath Services support were (again) confirmed until 2023
  19. 19. WWW.SPBIZCONF.COM And a couple of days later… Vlad Catrinescu makes a discovery on the Office 365 roadmap page: FoSL is dead!
  20. 20. Online Conference June 17th and 18th 2015
  22. 22. WWW.SPBIZCONF.COM Forms on SharePoint Lists (FoSL) was a set of functionality to allow users to customize the look and feel of a SharePoint list. The prototype was created and demonstrated at the SharePoint conference several years ago. The hope was that it was low hanging fruit, and an easy "win" for getting users some basic functionality as a replacement to InfoPath in regards to customizing the look and feel of SharePoint forms. However, it didn't accomplish all the things they had hoped it would. We started thinking about an overall forms strategy, and realized FoSL didn't really fit into the big picture, either. Summary written by Becky Bertram Summary of AME with Sonya Koptyev
  23. 23. WWW.SPBIZCONF.COM Summary The original plan for FoSL is killed Infopath is Alive! Forms Services will be maintained in SharePoint Online at least 12-18 months after the release of SharePoint 2016. So the InfoPath story for Office 365 might end after 2017…
  24. 24. WWW.SPBIZCONF.COM Form solutions
  25. 25. WWW.SPBIZCONF.COM How can we build Form Solutions today? Excel Online Services Access Apps Forms Build Custom forms Use Open Source Solution Buy a Third Party Solution
  26. 26. WWW.SPBIZCONF.COM Excel Online Services Pros Everybody knows Excel Data can be manipulated easily Cons Only useful for very basic forms No design options Not mobile friendly
  27. 27. WWW.SPBIZCONF.COM Access Apps Forms Pros Can handle relational data (SQL Server / SQL Azure) Easy-to-use and build Powerful! Cons Limited design options Not built for single lists or tables No way to do workflow (linked list is read only)
  28. 28. WWW.SPBIZCONF.COM Custom forms in SharePoint Pros Very extensible and reusable You can pick the technology you like Cons You need to be a developer Like any custom code solution, there is maintenance Jslink SPServices
  29. 29. WWW.SPBIZCONF.COM OpenSource: Forms7 (CodePlex) Spbiz Session
  30. 30. WWW.SPBIZCONF.COM • Nintex Forms • K2 SmartForms • Formotus • KwizCom Forms • Infowise Ultimate Forms • Dell Quick Apps • PDF ShareForms • SPForm Third party solutions
  31. 31. WWW.SPBIZCONF.COM Forms For Everyone On Any Device Quick and Easy Forms Design Seamless Workflow Integration Access Anywhere, Anytime
  33. 33. WWW.SPBIZCONF.COM • Run your InfoPath forms in Formotus 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 • Optimized for offline form filling on all tablet devices (Windows 8, iOS, Android) • 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
  34. 34. WWW.SPBIZCONF.COM Use a Third Party App Pros No knowledge of HTML or JavaScript needed to build forms Most solutions work well on mobile devices Cons A third party tool will require licenses Can be difficult to reuse / migrate
  35. 35. WWW.SPBIZCONF.COM SharePoint Store Apps
  36. 36. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window. Demo
  37. 37. WWW.SPBIZCONF.COM Soon a review of all Form Apps in the SharePoint store on o365apps.com Apps Reviews www.o365apps.com
  38. 38. WWW.SPBIZCONF.COM Form solutions
  39. 39. WWW.SPBIZCONF.COM Office 365 Roadmap The office roadmap said: "The ability to create custom SharePoint List forms is an important scenario. We are refining our plans in this space as part of a more comprehensive set of forms investments. We will update the roadmap when we have more information to share.“
  40. 40. WWW.SPBIZCONF.COM What I learned at Ignite The ‘Forms Session’ was te only session scraped from the Ignite conference. Team is working on something but where not yet ready to launch (missed (Q3/Spring) Release deadline. When the solution is there, tools will be supplied to migrate from InfoPath to the new ‘Forms vNext’.
  41. 41. WWW.SPBIZCONF.COM Mark Kashman- SharePoint UNPLUGGED! Link to the Slidedeck (Sway) of this session
  42. 42. WWW.SPBIZCONF.COM Any news from the team?
  43. 43. WWW.SPBIZCONF.COM So, from here it’s just my intuition…
  44. 44. WWW.SPBIZCONF.COM InfoPath 2013 update I’m expecting a new InfoPath setup file will become available on Microsoft download when Office 2016 goes RTM (to run it besides Office 2016).
  45. 45. WWW.SPBIZCONF.COM SharePoint Forms vNext • It’s coming… – First in Office 365 (O365 Q4 ‘2015 Summer’ release) – Maybe launched during WPC • It will probably be bigger then ‘just SharePoint Lists’ – Think NextGen Portals
  46. 46. WWW.SPBIZCONF.COM What technology will it use? A single page app in the new “/portals/hub” Site Collection Form data stored as a JSON file.
  47. 47. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window. That was it!
  48. 48. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window. Thanks for watching
  49. 49. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window.
  50. 50. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window. Email : mvisser@meetroo.com Twitter : @mvisser Q&A