Showing posts with label Office 365. Show all posts
Showing posts with label Office 365. Show all posts

Tuesday, April 12, 2016

Alternative SharePoint Forms Options after InfoPath Forms 2013 discontinuation

Alternative SharePoint Forms Options after InfoPath Forms 2013 discontinuation


I will review here some SharePoint Forms options for SharePoint with main focus on KwizCom Forms. Forms have always been an integral part of most intranets, from SharePoint 2007 to 2013 and Office 365. Out of the box SharePoint creates some basic forms mapped to the SharePoint lists. They are good to do some basic information collection stuff, however for advanced user interactions SharePoint site owners often find them limiting. In past we had InfoPath forms for advanced form development. However, Microsoft InfoPath 2013 is the last product version and there are no plans to release any future versions.

There are solutions in the market that fill this gap i.e. rolling out custom forms as per your requirements. One of the solution provider is KwizCom and their product is KwizCom Forms for SharePoint Online, 2013, 2010/07 that I have reviewed recently. Besides some issues with product installation I found it was a good product for deploying SharePoint forms for the business users.
KwizCom Forms extends standard out-of-box SharePoint forms and allow you setup and define the forms as per your business requirements. You do not require to do coding, instead you can roll out advanced forms by means of configuration. It supports both web and mobile interfaces. It is not as powerful as InfoPath forms used to be but can be a good alternative to InfoPath.

KwizCom Forms Key Features


1. Visual form designer
2. No code form deployment
3. Field and View level security/permission control
4. Repetitive field support
5. Field grouping onto form tabs
6. Mobile support
7. Custom actions

Visual Forms Designer


SharePoint designer is not a user friendly tool when it comes to designing SharePoint forms. In past we had nice form designing tool InfoPath Designer. KwizCom Forms provides you with an easy to use forms designer.  It is not that advanced as the InfoPath forms designer however can meet the requirements for business in general.

Field and View Level Security/Permission Control


By default, SharePoint Object Model does not support field level security. It means we cannot set different column permissions in SharePoint lists or libraries. KwizCom Forms feature could fill this gap. With this feature installed, we can set the type of field to “Disabled”, or even “Hidden” for different groups of users:

bit.ly/kwizcomforms


We can also set View-level permissions and build the dynamic behavior, when field displaying is based on another field's selection. In addition, we could dynamically set fields to be mandatory or not depending on business logic

"Default values” feature of KwizCom Forms allows to fill the defaults dynamically, by example automatically pre-fill the title of uploaded document:



Field groupings into Form Tabs


Another feature, named “Field Grouping” – allows to split form fields into different tabs. We can create different groups and rearrange fields according to business logic:


Repeating form fields/rows


KwizCom Forms editions contain different interesting features like “Repeating rows” field that allows adding connected (lookup) items dynamically from parent Edit form in InfoPath-style, Custom Ribbon buttons for SharePoint forms, and Mobile View feature.


Custom Actions


KwizCom Custom actions, or Custom ribbon buttons - allows to reduce the number of clicks, by example “Assigned to me” button sets the appropriate status to Editor, updates current item and redirects user to the previous page.

Support for Mobile Devices


KwizCom mobile feature modifies mobile view making it more optimized for mobile devices and more process-oriented: mobile view reduces scrolling and shows all available actions as well as in web UI version.

Conclusion:


In summary, Kwizcom Forms for SharePoint is impressing and extends standard SharePoint forms functionality well. It is not just forms interface improvement. It extends standard business logic and allows to add new behavior to out-of-box SharePoint forms. One thing the KiwizCom needs to improve is the stability of the installation process.

Product versions


There are three versions available,
Standard,
Professional and
Enterprise
The diagram below lists the key features grouped by the product versions




Installation steps




Kwizcom web installer will be downloaded:


Press “Run”



Scroll down and agree:



Select Kwizcom forms from products list:


And download product dependencies:








Then wait until download is complete and press “Next”:



Other SharePoint Form Options



There are a few other form solutions available which I would write in more details if get a chance.

Nintex


Although Nintex is famous for its workflow product but they have also a solution ‘Nintex Forms’ to roll-out SharePoint forms quickly. It has a drag-&-drop form editor for easy form creation. The forms work on mobile devices and the form creators do not need to learn programming languages too. However, the licensing costs could be a concern when comparing with other similar products.

Microsoft Excel (Office 365)


Some basic survey forms can be creating in Excel Online in Microsoft Office 365. You can design the forms in excel and capture the data. This Microsoft support article provides details on how to do that.

K2


K2 Forms are similar to Nintex forms except K2 forms have more features. However, these additional features come at the cost of added complexity and extra time it takes to learn the tool.

SharePoint Designer


SharePoint Forms Designer is basically the next from SharePoint Designer. It provides with you a rich interface to easily customize the out of the box SharePoint forms. You can customize the forms without doing any coding but if you want to do something complex then you can inject your code through SharePoint Forms Designer.



Saturday, February 6, 2016

FlyView - SharePoint Site Menu And Navigation Tool

Introducing FlyView for SharePoint Online, 2016, 2013, 2010 and 2007

I like to introduce one of the SharePoint tools I have been working on lately, for SharePoint Online, 2013, 2010 and 2007.  A tool that is designed to improve SharePoint user experience.

A SharePoint user would know what this phrase means 'Working on it...'. It means the time it takes for us to browse through the layers of SharePoint sites, libraries and folders of our SharePoint intranet and team sites and discover SharePoint content.

The SharePoint User Experience - Today

The present SharePoint experience involves a lot of page loads and as such delivers a 'Stop n Go' user experience. No doubt Microsoft have improved their SharePoint products a lot and in the world of collaboration they stand out form the crowd, however SharePoint users often complain about the difficulties in exploring and discovering SharePoint content. So much so sometimes it is said if you want to hide something then store it in SharePoint. Definitely it is not that it is due to SharePoint product design. In part it could be because of a number of factors such as bad governance, inefficient information architecture, lack of processes and standards, SharePoint search not properly configured etc. However yes, to some extent the problem exacerbate due to the way SharePoint offers the user to navigate the sites, click by click, page loads by page loads.

Furthermore the absence of breadcrumb menu in SharePoint Online and SharePoint 2013 (even limitations with SharePoint 2010) doesn't help either. Often you find yourself lost, not knowing where exactly you are, how did you arrive here and how to get out of here.

Result:

Whatever could be the reason, in the end it is the end users who suffer. They love SharePoint but complain about the user experience, delivering a kind of love-hate User-SharePoint relationship.

Solution: FlyView for SharePoint, a lightning fast SharePoint Site menu

I decided to give it a try, with one of my best friend, and ended up with developing FlyView for SharePoint. We wanted to bring back the true love of SharePoint to its users. Researching and creating a product (in an evolutionary way that took about two years of product development and refinement including failures :) ) that would address the navigation challenges in SharePoint in an intuitive way. I humbly hope it would genuinely help the SharePoint users in getting most out of it.



So what is it?

It is a chrome web browser extension for SharePoint that you can add to your browser in seconds. FlyView detects when you visit a SharePoint intranet or team site (where you need to authenticate) and adds a self hiding Site menu nav bar on the top of the site as an overlay.

Now as you move your mouse on this nav bar it reveals it's self expanding menu and sub menus. You are essentially gliding through the SharePoint site structure. Your landing page doesn't change and you see everything that you are allowed to in FlyView, your focus is on the structure and files/documents. It significantly reduces the page loads and thus optimise the network bandwidth too.

See FlyView in Action here





Any concerns?

You do not need to install anything on the server or the desktop (apart from the chrome extension). It is developer in pure javascript and can only perform the actions on your behalf. That is if you are not allowed to do something then FlyView couldn't either. Also it is a ready only tool that reads the site structure and helps you navigate the site very fast.

Testimonials and Feedbacks:

I personally use it and a big fan of it. I can see it has increased my productivity where I spend less time in discovering SharePoint content and more time in consuming the knowledge.

In a short period of time we now have over 600 users and have received some great user feedback (see on chromestore) which is very encouraging and enable me to keep moving forward.



What's Next?

A server version and a SharePoint Online app is on it's way which will enable the organisations to deploy it once and have it available in all major browsers including Internet Explorer and on mobile devices such as IPads. The users will not have to install anything as it will be installed on the server.

Additionally soon I will be releasing the History and Favorites features (Feb 2016) which will further improve the speed with you which you could navigate the SharePoint sites and libraries.

Follow us on twitter for the updates : Aurorabits
Visit our website: www.aurorabits.com