Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

15
Forms and Workflow: Putting the Right Work in the Right Place Mike Fitzmaurice VP – Product Technology Nintex @mikefitz [email protected]

description

Regardless of whether you're coding your own forms in ASP.NET, using InfoPath, or using a third-party product, certain practices make sense when building forms for workflow solutions. The key is to decide what work should be performed by the form and what should be done by the workflow. Thinking about the overall solution rather than only a form is essential, and this webcast will walk you through a recommended scenario of how to do so.

Transcript of Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Page 1: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Forms and Workflow: Putting the Right Work

in the Right PlaceMike Fitzmaurice

VP – Product TechnologyNintex

@[email protected]

Page 2: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

About me

• Mike Fitzmaurice

• Vice President of Product Technology, Nintex

• 11 years at Microsoft

• SharePoint’s original technical evangelist

Page 3: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

It’s not always about forms

Page 4: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

The Form is the User Interface

• Not the workflow

• Not the data

Page 5: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

If (x and y) then do this do thatEnd if

If (user is Bob) then do this and that and the other thing undo thatEnd if

If (x and y) then do this do thatEnd if

If (x and y) then do this do thatEnd if

If (user is Bob) then do this and that and the other thing undo thatEnd if

If (x and y) then do this do thatEnd if

Page 6: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Form-Only App Problems

• Hidden logic

• Disconnected logic

• Security

• Complexity without code

Page 7: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

User Interface

Process Logic Data Access

Begin Step 1

Step 2Step 3

End

Think About the Whole App

Page 8: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Make the Workflow Do More of the Work

• Documented

• Auditable

Page 9: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice
Page 10: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

One Form Per Step

• Submit

• Start

• Task

Page 11: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice
Page 12: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Task Forms

• Workflow can route new data

• New data can be written to original form

• All info can be sent to other places

Page 13: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

It’s Not All About Spreadsheets, Either

• Same problem, different file type

• Example: HUGE Excel file with macros

• Workflow: route, track, remind

Page 14: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Questions?

Page 15: Forms and Workflow: Putting the Right Work in the Right Place presented by Mike Fitzmaurice

Thank You