Microsoft 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
- 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
- 13. List Forms
• New Form, Edit Form and Display
Form
• Customization
– InfoPath
– JavaScript
– SharePoint Designer
List Forms
Design
Usability
Scalability
Mobility
- 15. Office 365 Forms
– Create quizzes or surveys
– Automatic quizzes grading
– Dashboard View of responses
Supports 68 languages
- 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
- 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!
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