the latest insights on sharepoint form solutions

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Online Conference June 17 th and 18 th 2015 WWW.SPBIZCONF.COM The latest insights on SharePoint Form Solutions June 18th Maarten Visser meetroo

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 Online Conference

 June 17th and 18th 2015

WWW.SPBIZCONF.COM

The latest insights on SharePoint Form Solutions

June 18th

Maarten Vissermeetroo

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Maarten Visser

Insert Your Picture here

Email : [email protected] : @mvisserWeb: 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

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Form Solutions

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SharePoint Form solutionsForm Solutions

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The SharePoint Story

15 years ago Microsoft gave us List Forms

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• 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

     

               

 Online Conference

 June 17th and 18th 2015

March 3, 2014, 13:00 PTLas Vegas

InfoPath Funeral #SPC14

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The next day

     

               

 Online Conference

 June 17th and 18th 2015

Update on InfoPath and SharePoint Forms

Sonya Koptyev Greg Lindhorst Bob PiperMktg Mgr Pr PM Lead PMMicrosoft MicrosoftMicrosoft

SPC348

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Forms Roadmap at SPC14

FORM TYPES USER SCENARIOS TIMEFRAME

Design“FoSL”—Forms on SharePoint Lists

CompletionSharePoint

OnlineSummer 2014– October 2015

On-premisesSharePoint vNext

List Forms

DesignExcel Online—Excel Surveys

CompletionWeb

OnlineContinuouslyshipping

On-premisesIncluded with Office 2013

Excel Surveys

Word Plans at the end of 2014Structured Documents

DesignAccess

CompletionSharePoint

OnlineContinuouslyshipping

On-premisesIncluded with Office 2013

App Forms

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FoSL (Forms on SharePoint Lists )

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FoSL (Forms on SharePoint Lists )The ability to Edit Forms directly in the browser

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FoSL (Forms on SharePoint Lists )Drag and Drop

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FoSL Roadmap at SPC14Identified features and estimated timelines

~3–6 months ~1 year Later

Auto form layout from Schema

Lookups between lists

Cascading combos

SharePoint list workflows

Easy, Information Worker friendly

YOUR INPUT…

Rules, business logic

Hide/show of sections

Mobile, touch friendly

Personal profile information

Office 365 objects

YOUR INPUT…

Web service calls

Enterprise data

eSignature

YOUR INPUT…

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Forward to February 2015….InfoPath support confirmed for SharePoint 2016

Office client & InfoPath Services support were (again) confirmed until 2023

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And a couple of days later…

Vlad Catrinescu makes a discovery on the Office 365 roadmap page: FoSL is dead!

     

               

 Online Conference

 June 17th and 18th 2015

WWW.SPBIZCONF.COM

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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

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Summary

The original plan for FoSL is killedInfopath 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…

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Form solutions

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How can we build Form Solutions today?Excel Online ServicesAccess Apps FormsBuild Custom formsUse Open Source SolutionBuy a Third Party Solution

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Excel Online Services

ProsEverybody knows ExcelData can be manipulated easily

ConsOnly useful for very basic formsNo design optionsNot mobile friendly

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Access Apps Forms

ProsCan handle relational data (SQL Server / SQL Azure)Easy-to-use and buildPowerful! ConsLimited design optionsNot built for single lists or tablesNo way to do workflow (linked list is read only)

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Custom forms in SharePoint

ProsVery extensible and reusableYou can pick the technology you like

ConsYou need to be a developer Like any custom code solution, there is maintenance

JslinkSPServices

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• Nintex Forms• K2 SmartForms• Formotus• KwizCom Forms• Infowise Ultimate Forms • Dell Quick Apps• PDF ShareForms• SPForm

Third party solutions

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Forms For Everyone On Any Device

Quick and Easy Forms Design

Seamless Workflow Integration

Access Anywhere, Anytime

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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

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• 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 

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Use a Third Party App

ProsNo knowledge of HTML or JavaScript needed to build formsMost solutions work well on mobile devices

ConsA third party tool will require licensesCan be difficult to reuse / migrate

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SharePoint Store Apps

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Please fill in my session feedback form available from the ‘Session Resources’ tab

on my session window.

Demo

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Soon a review of all Form Apps in the SharePoint store on o365apps.com

Apps Reviews

www.o365apps.com

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Form solutions

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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.“

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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’.

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Mark Kashman- SharePoint UNPLUGGED!

Mark Kashman- SharePoint UNPLUGGED!

Link to the Slidedeck (Sway) of this session

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Any news from the team?

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So, from here it’s just my intuition…

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InfoPath 2013 updateI’m expecting a new InfoPath setup file will become available on Microsoft download when Office 2016 goes RTM (to run it besides Office 2016).

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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

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What technology will it use?

A single page app in the new “/portals/hub” Site CollectionForm data stored as a JSON file.

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Please fill in my session feedback form available from the ‘Session Resources’ tab

on my session window.That was

it!

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Please fill in my session feedback form available from the ‘Session Resources’ tab

on my session window.

Thanks for watching

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Please fill in my session feedback form available from the ‘Session Resources’ tab

on my session window.

WWW.SPBIZCONF.COM

Please fill in my session feedback form available from the ‘Session Resources’ tab

on my session window.

Email :     [email protected] :  @mvisser

Q&A