1 SharePoint Saturday Atlanta Form Solutions in SharePoint 2013.

1 SharePoint Saturday Atlanta

Form Solutions in SharePoint 2013Eric Gregorich

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

3 SharePoint Saturday Atlanta3 |SharePoint Saturday Atlanta

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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


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


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


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


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


List Validation Enforce Unique Values Calculated Fields Event Receivers JSLink JavaScript/SPServices SharePoint Designer

Default List Form - Extended


Demo


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


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


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.


Demo


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)


Access AppOOTB Comments


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.


Demo


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


Advanced Field Validation No

Business Logic - Show/Hide Content No

Change the form layout and design Yes


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


Demo


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



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


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





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


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



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


Demo


InfoPathOOTB

Comments

Support for SharePoint Field Types 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.


Nintex FormsOOTB Comments

Support for SharePoint Field Types MaybeNo managed metadata, external data in O365.


Business Logic - Show/Hide Content Yes JavaScript



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.


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

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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

1 SharePoint Saturday Atlanta Form Solutions in SharePoint 2013.

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