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1 SharePoint Saturday Atlanta Form Solutions in SharePoint 2013.
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Transcript of 1 SharePoint Saturday Atlanta Form Solutions in SharePoint 2013.
1 SharePoint Saturday Atlanta
Form Solutions in SharePoint 2013Eric Gregorich
SharePoint Saturday Atlanta
2 SharePoint Saturday Atlanta
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Eric Gregorich SharePoint Architect at Abel Solutions http://www.ericgregorich.com @ericgregorich Mention me using hashtag #SPSATL http://www.linkedin.com/in/
ericgregorich
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What to expect Very high overview of many different
ways to customize forms. What capabilities to look for. How to extend SharePoint list forms. Types of development
What not to expect Custom code Deep dive into any one particular form
product.
Agenda
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Almost all data that goes into SharePoint goes through some type of form.
Forms that save directly to a list. Forms that are saved as files into a
document library. Forms that save to external data
sources. Forms are one of the primary ways
users interactive with SharePoint. A good form experience will be key to good data in SharePoint.
About Forms
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Will the solution provide the capabilities we need?
How many forms will need customization? What skills are needed to build the forms? How much time will be needed to create and
maintain the forms? Product costs. Maintenance and Support costs. How stable is the vendor providing the product?
Things to consider when finding the right type of form
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Support for SharePoint Field Types
Required field validation Advanced field validation Business Logic – Show/Hide
content Repeating Sections Change the form layout and
design Multi-page or Tab Support Mobile friendly
Web service integration Print Layout Support Cascading Combo Fields List Lookups Save to multiple lists Save to SQL or other data
sources Workflow integration
Capabilities of forms
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Default List FormOOTB Comments
Support for SharePoint Field Types Yes
Advanced Field Validation No List Validation/Enforce Unique Values/Calculated Fields/Event Receivers/JSLink
Business Logic - Show/Hide Content No SharePoint Designer
Change the form layout and design No SharePoint Designer, JSLink, ListFieldIterator
Repeating Sections No
Multi-page or tab support No
Mobile friendly Yes
Web service integration No BCS
Print layout support No
Cascading Combo Fields No JSLink, JavaScript
List Lookups Yes
Save to multiple lists No Extend SharePoint:SaveButton
Save to SQL or other data sources No BCS, Extend SharePoint:SaveButton
Workflow Integration Yes
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List Validation Enforce Unique Values Calculated Fields Event Receivers JSLink JavaScript/SPServices SharePoint Designer
Default List Form - Extended
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Demo
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ListFieldIterator control Drop this control into your custom page or web part and it will render the list
item form. Handles New, Edit, and View forms. Programmatically hide fields from the form. Useful if you need to show fields
for users with specific permissions. Inherit from SaveButton class and override SaveItem()
Useful if you want to change how a list item is saved. Advanced validation. Save to one or more lists. Save to another data source.
Default List Form – Advanced
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FoSS (Forms on Spreadsheet)OOTB
Support for SharePoint Field Types No
Advanced Field Validation No
Business Logic - Show/Hide Content No
Change the form layout and design No
Repeating Sections No
Multi-page or tab support No
Mobile friendly Yes
Web service integration No
Print layout support No
Cascading Combo Fields No
List Lookups No
Save to multiple lists No
Save to SQL or other data sources No
Workflow Integration No
Office 365/OneDrive Results stored in
Excel Anonymous Enable through the
Sharing settings of your site collection from SharePoint admin page.
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Demo
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Office 365 First Not yet available Will Replace InfoPath in the Ribbon Will allow basic layout control using
Access Form technology More features will be added over
time
FoSL (Forms on SharePoint List)
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Access AppOOTB Comments
Support for SharePoint Field Types No
Single line of text, Multiple lines of text, Number, Date and Time, Yes/No, Calculated
Advanced Field Validation Yes Required fields, MacrosBusiness Logic - Show/Hide Content NoChange the form layout and design Yes Just the form itself.
Repeating Sections Yes
Multi-page or tab support NoMobile friendly NoWeb service integration NoPrint layout support Yes
Cascading Combo Fields No MacrosList Lookups YesSave to multiple lists No
Save to SQL or other data sources Yes Only saves to SQL.Workflow Integration No
Best used as a relational database.
Data is saved to SQL. The layout builder may be
built into SharePoint soon.
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Demo
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Standard word document Saved in SharePoint as a
document Microsoft said they could
look into further integration with SharePoint in the future.
Take a look at the product “PDF Share Forms” http://www.pdfshareforms.com/
Structured Document (Word)OOTB Comments
Support for SharePoint Field Types No
Advanced Field Validation No
Business Logic - Show/Hide Content No
Change the form layout and design Yes
Repeating Sections No
Multi-page or tab support NoMobile friendly NoWeb service integration NoPrint layout support No
Cascading Combo Fields NoList Lookups NoSave to multiple lists No
Save to SQL or other data sources NoWorkflow Integration No
21 SharePoint Saturday Atlanta
Demo
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Requires ASP.NET Developer and time to build and maintain.
Built in Visual Studio Supports all field types. Use
SharePoint Controls for advanced field types.
Must handle Page Lifecycle and events properly.
On-premise only.
ASP.NET Web FormOOTB
Comments
Support for SharePoint Field Types YesUse SharePoint Controls for advanced field types
Advanced Field Validation Yes
Business Logic - Show/Hide Content Yes
Change the form layout and design Yes
Repeating Sections Yes
Multi-page or tab support YesMobile friendly YesWeb service integration YesPrint layout support Yes
Cascading Combo Fields YesList Lookups YesSave to multiple lists Yes
Save to SQL or other data sources YesWorkflow Integration Yes
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Requires ASP.NET Developer and time to build and maintain.
Built in Visual Studio Supports all field types. Use
SharePoint Controls for advanced field types.
On-premise only. Hard to integrate with
SharePoint.
ASP.NET MVCOOTB
Comments
Support for SharePoint Field Types YesUse SharePoint Controls for advanced field types
Advanced Field Validation Yes
Business Logic - Show/Hide Content Yes
Change the form layout and design Yes
Repeating Sections Yes
Multi-page or tab support Yes
Mobile friendly Yes
Web service integration Yes
Print layout support Yes
Cascading Combo Fields Yes
List Lookups Yes
Save to multiple lists Yes
Save to SQL or other data sources YesWorkflow Integration Yes
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Requires JavaScript, HTML, CSS, AngularJS development
Follows MVC pattern All Client side. No code runs
on the server. Friendly URLs Uses CSOM/REST APIs Client-side People Picker
Control No Managed Metadata
Control
AngularJS FormOOTB Comments
Support for SharePoint Field Types NoUse SharePoint HTML controls for advanced field types.
Advanced Field Validation YesBusiness Logic - Show/Hide Content Yes
Change the form layout and design Yes
Repeating Sections Yes
Multi-page or tab support Yes
Mobile friendly Yes
Web service integration Yes
Print layout support Yes
Cascading Combo Fields Yes
List Lookups Yes
Save to multiple lists Yes
Save to SQL or other data sources Yes BCS, Web ServicesWorkflow Integration Yes
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Demo
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InfoPathOOTB
Comments
Support for SharePoint Field Types Yes
Advanced Field Validation Yes
Business Logic - Show/Hide Content Yes
Change the form layout and design Yes
Repeating Sections Yes
Multi-page or tab support YesMobile friendly NoWeb service integration YesPrint layout support Yes
Cascading Combo Fields YesList Lookups YesSave to multiple lists No
Save to SQL or other data sources No BCSWorkflow Integration YesRepeating Sections Yes
Deprecated by Microsoft Support until April 2023 (On
Premise) Saves form data, including
attachments, into the form itself.
Great for changing list forms and workflow forms.
Not mobile friendly. The larger the form, the
slower it loads. The larger the form, the
harder it is to maintain.
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Nintex FormsOOTB Comments
Support for SharePoint Field Types MaybeNo managed metadata, external data in O365.
Advanced Field Validation Yes
Business Logic - Show/Hide Content Yes JavaScript
Change the form layout and design Yes
Repeating Sections Yes
Multi-page or tab support Yes JavaScriptMobile friendly Yes LayoutsWeb service integration NoPrint layout support
Cascading Combo Fields No JavaScriptList Lookups YesSave to multiple lists No
Save to SQL or other data sources No BCSWorkflow Integration Yes
Easy to change the form layout.
Create different layouts for different devices.
No external data source connection without using BCS.
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Max Lager’s – 320 Peachtree Street NE Right after the event ends First drink is on The Intersect Group The valet is located one block south of
Max Lager’s on Baker and Peachtree at White Oak Kitchen & Cocktails (WOKC). Bring in your ticket for validation
See the SPSATL Website for more info and directions
Join us for SharePint
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SharePint Directions
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Fill out surveys for big prizes SCAN QR CODES
Eric Gregorich SharePoint Architect at Abel Solutions http://www.ericgregorich.com @ericgregorich Mention me using hashtag #SPSATL http://www.linkedin.com/in/
ericgregorich