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The Future of Forms Design in SharePoint on Office 365 New and Exciting Forms “Apps” in the Microsoft Store Audrie Magno-Gordon Lincoln Bay Company [email protected] om

Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

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Page 1: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

The Future of Forms Design in SharePoint on Office 365New and Exciting Forms “Apps” in the Microsoft Store

Audrie Magno-GordonLincoln Bay [email protected]

Page 2: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

This presentation is not about what will replace InfoPath……recording on PG direction (the video is not perfect)http://www.itunity.com/presentation/infopath-update-sonya-koptyev-recorded-presentation-891 …public-facing roadmaphttp://success.office.com/en-us/roadmap

Page 3: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

‘forms’ is a wide topicthis presentation focuses on forms for SharePoint

Page 4: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

SharePoint Apps

Page 5: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

The Awesomen

ess of Apps!

• Plug & Play• Low Cost• Peer Rated• MS

Validated

Page 6: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

What’s needed

Core

• Business Logic•Data Validation• Create, Read, & Update List Items• Process/Workflow• Access Control

Data Connections

• SharePoint Lists•DB (Azure/SQL)•Hybrid Data•Web Services• Social

Designer Challenges

• UI Design Options• Varied Browsers• Build Iterations• End User Risks• Support

ChangingDemand

•Mobile 1st• Cloud 1st• Responsive Design•Migration Aware

Page 7: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

One size does not fit all

L100End Users

L200Power Users/

BusinessProcess

Designers

L300Form Designerswith AdvancedRequirements

Page 8: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

L100 App – End User

Designer FriendlyCore Modern

Page 9: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

30 minutes from install to 1st completed form!

Page 10: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

https://plumsail.com/blog/

• Drag and drop control placement• Easy conditional formatting• Group permissions on controls• Cross-site lookups• CSS friendly• Inking

Page 11: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

L200 App – Power User

Designer FriendlyCore

Page 12: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

GENIUS!

Page 13: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

L300 App – Form Designers

Core

Data

Designer Friendly

Modern

Page 14: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Ranges from very simple, to the very complex, form design configurations!

Handles iterative work processes easily with friendly version tracking and rollback!

Mix dynamic data grids from multiple data sources. Users can submit to multiple lists from one submit or save button!

No loss of standard SharePoint list functionality or features.

Full CRUD operations including list item iteration!

Why I love it…

Page 15: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)
Page 16: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Shop smart & plan carefully!

Page 17: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Minimum of two screen shots

Version and Release Dates

Info and Help Site

Usage Details and Consumer or Business Value

Supported Language

Compelling Icon

Page 18: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Avoid Low Ratings & Poorly Supported App Sites!

Validation Checklist: http://msdn.microsoft.com/en-us/library/office/jj938162(v=office.15).aspx

Page 19: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Understand App Value & ConstraintsApps usually store data outside of SharePoint. This means that if you remove the App, you’ll also remove the data. So pay attention to where information is stored.

http://microsoft-5d7f27cdb8e43f.sharepoint.com/teams/MySite/TestappforSharepoint

App prefix (tenant)

App ID

App Domain

App Name

• Understand cost model• Where is the data stored?• What permissions are needed?• Are there opportunities for normal list features?• Know what happens if the App is deleted• Test performance appropriately in the cloud

Page 20: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

Build the best forms you can,knowing you have options

ACTION ITEM: Explore, test, discover, and enjoy!

Take away….

Page 21: Core Business Logic Data Validation Create, Read, & Update List Items Process/Workflow Access Control Data Connections SharePoint Lists DB (Azure/SQL)

The future of forms design on SharePoint is bright, and rapidly expanding!