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Page 1: Microsoft Retires InfoPath. The business case for PDF Forms in SharePoint

www.pdfshareforms.com Presenter: Dmitry Ivahno

PDF SHARE FORMS

PDF forms and SharePoint are better together

InfoPath Retirement:A business case for PDF Forms

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Agenda

• Company • Future of SharePoint forms• PDF Forms for SharePoint overview • Demonstration• Q&A session

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PDF Share Forms Company

• Since 2010, privately held

• Headquarters in Irvine, California, USA

• The World’s leading PDF forms integration company

• Awarded in 2013 - “Best SharePoint intranet/extranet solution”

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Microsoft Announcement

• InfoPath Retirement announcement

• SharePoint Conference 2014 – forms roadmap • Excel Surveys (FoSS)• SharePoint List Forms (FoSL)• Structured documents• App Forms

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Streamlined technical product roadmap

© Microsoft 2014. SPC Conference 20143/19/2014

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Should you panic?

• No, but you should learn!• “Small” caveats:

• Will Microsoft provide migration tools for InfoPath?Microsoft doesn’t know yet, they are evaluating various options to aid in migration. Third parties may provide tools

• “Available today” does not mean fully featured:• Access Apps available today… with limitations: no SharePoint

workflow support, weak data synchronization with SP, only live changes (no test mode)

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Lessons learned

• Good: Microsoft embraces an iterative feature introduction

• Bad: It will be a while before fully features forms are avail

• Good: Focus on SharePoint Online first, then OnPremise

• Bad: No code behind even will no be supported

• Good: Radical technology changes?

• Bad: Migration is a risk

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Why PDF forms

• PDF is a standardWidely used by US federal and local governments. The same in Europe & AU

• Rich and structured documents that print well• Close integration with SharePoint

form attachments automatically uploaded to document library

• Cross-platformworks virtually on any device, where free Adobe Reader exists

• Great for offline and mobile scenarios

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Why PDF forms (continued)

• Works with anonymous form submissions• Native support for digital signatures• Support for touch actions in Adobe Reader Mobile:

ink signatures, annotations

• Support of multiple workflow applicationsSharePoint, Nintex, K2

• Non-modal “contextual” interface• PDF forms can be created and maintained in various tools:

Microsoft Word, Microsoft Excel, Adobe LiveCycle Designer

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Limitations

• Works only with SharePoint

• Form controls are rich but limited to PDF technology

• Dynamics forms have limited support in Adobe Reader Mobile

• Complex data mapping may require C# scripting

• Customization is limited to JavaScript support in Adobe Reader and C# for server-side scripting

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PDF Share Forms for SharePoint

Provides easy integration of PDF fillable forms with SharePointEmpowers organizations to reuse existing forms in SharePoint

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PDF Forms with SharePoint

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There is more than one alternative

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Demonstration

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[email protected]

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Questions and answers

Join us at European SharePoint Conference 2014in Barcelona, May 5-8thwww.pdfshareforms.com/events