SharePoint Saturday Atlanta

1. SharePoint Saturday Atlanta Form Solutions in SharePoint 2013 Eric Gregorich

2. Eric Gregorich • SharePoint Architect at Abel Solutions • http://www.ericgregorich.com • @ericgregorich • Mention me using hashtag #SPSATL • http://www.linkedin.com/in/ericgregorich Fill out surveys for big prizes SCAN QR CODES

3. Please thank our sponsors! Platinum Sponsors

4. Please thank our sponsors! Gold Sponsors

5. Please thank our sponsors! Silver Sponsors

6. Please thank our sponsors! Item & Event Sponsors Snack Lunch Attendee Shirts Abel Solutions Speaker Shirts Speaker Dinner SharePint

7. Agenda • 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.

8. About Forms • 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.

9. Things to consider when finding the right type of form • 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?

10. Capabilities of forms • Web service integration • Print Layout Support • Cascading Combo Fields • List Lookups • Save to multiple lists • Save to SQL or other data sources • Workflow integration • 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

11. Default List Form

12. Default List Form - Extended • List Validation • Enforce Unique Values • Calculated Fields • Event Receivers • JSLink • JavaScript/SPServices • SharePoint Designer

13. Demo

14. Default List Form – Advanced • 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.

15. FoSS (Forms on Spreadsheet) • Office 365/OneDrive • Results stored in Excel • Anonymous • Enable through the Sharing settings of your site collection from SharePoint admin page.

16. Demo

17. FoSL (Forms on SharePoint List) • 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

18. Access App • Best used as a relational database. • Data is saved to SQL. • The layout builder may be built into SharePoint soon.

19. Demo

20. Structured Document (Word) • 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/

21. Demo

22. ASP.NET Web Form • 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.

23. ASP.NET MVC • 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.

24. AngularJS Form • 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

25. Demo

26. 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. InfoPath

27. Nintex Forms • Easy to change the form layout. • Create different layouts for different devices. • No external data source connection without using BCS.

28. Join us for SharePint • 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

29. SharePint Directions

30. Eric Gregorich • SharePoint Architect at Abel Solutions • http://www.ericgregorich.com • @ericgregorich • Mention me using hashtag #SPSATL • http://www.linkedin.com/in/ericgregorich Fill out surveys for big prizes SCAN QR CODES