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Nintex Forms 2013

This slide deck provides you with a technical overview of the Nintex Product stack. To watch the live recording https://www.youtube.com/watch?v=dXyxTJTXQLQ

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Nintex Forms 2013

  1. 1. Nintex Forms 2013 An introduction to electronic forms
  2. 2. James Milne • CTO @ Myriad Technologies • Twitter: @JamesMilne • James.Milne@Myriadtech.com.au • http://www.myriadtech.com.au/blog/James • Ba. App Sci (Comp Sci) • MVP 6+, MCT, MCTS, MCSE • Speaker: – SharePoint Conference 201x (Aust & NZ) – TechEd Australia
  3. 3. Introduction to Nintex The suite of products
  4. 4. Introduction • Nintex product suite • Nintex Forms benefits • Anatomy of a Nintex form • Nintex Forms site collection features
  5. 5. Nintex product suite • Forms • Mobile • Live • Workflow
  6. 6. • Customise SharePoint list forms • Browser based Forms Designer • Drag-and-Drop interface • Supports multiple devices • Minimal code
  7. 7. Nintex Forms Designer
  8. 8. InfoPath vs. Nintex Forms
  9. 9. • Offline scenarios • Support in Mobile Forms – SmartPhone, Windows Phone 7, iPhone, Android, and iPad • Platforms supported: – iOS: iPhone & iPad – Microsoft: Windows 8 and Windows Phone 8
  10. 10. • Live use case: – Anonymous forms and forms outside the organisation • Live catalogue – Live actions – Live service • Configuration
  11. 11. • Drag-and-drop Workflow Designer • Draw, not code, business processes • Uses SharePoint Workflow Engine
  12. 12. Nintex Forms benefits • Used to collect and validate information • Consistent look and feel for forms • Offline forms • Export form data • Quick to deploy • Used to start workflow
  13. 13. Leave Request form
  14. 14. Designing a form
  15. 15. Overview • Nintex Forms Designer • Nintex Forms ribbon – Device layouts – Branding – CSS integration – Corporate image
  16. 16. Nintex Forms Designer 1 2 4 3
  17. 17. Adding multiple layouts Device specific forms • iPad • iPhone • Android • WP7 • Nintex Mobile
  18. 18. Workflow settings • Workflow settings • Add a workflow • Create a workflow in Nintex Workflow • Manage a workflow with Nintex Workflow Workflow settings
  19. 19. Leave Request form
  20. 20. Form controls
  21. 21. Introduction to controls • Form controls toolbox • Control categories • Adding controls to a form • Working with controls
  22. 22. Form controls toolbox • Repository for controls used on form layouts • Organised by category • Includes search capability • Automatically generates controls for list columns
  23. 23. Control categories • General controls • SharePoint controls • List columns • Workflow variables
  24. 24. Geolocation • Geographically tag the current form • Latitude • Longitude Geolocation
  25. 25. External data column External data column
  26. 26. List item List item
  27. 27. List lookup List lookup
  28. 28. Managed metadata Managed metadata META
  29. 29. Workflow diagram Workflow diagram
  30. 30. Workflow diagram Workflow diagram
  31. 31. Adding controls to the form • Drag and drop • Right click -> Insert control • Controls in use pane
  32. 32. Drag and drop
  33. 33. Control settings • General properties • Appearance • Validation • Advanced
  34. 34. Validation • Compare to • Compare operator • Control to compare • Use range validation • Minimum value • Maximum value • Use a regular expression • Regular expression
  35. 35. Validation • Data type • Use custom validation • Custom validation function • Custom error message
  36. 36. Leave Request form
  37. 37. Form validation
  38. 38. Form validation • Rules pane • Formula builder • Validation properties • JavaScript
  39. 39. Rules pane a > b Rules
  40. 40. Adding and editing rules • Adding a rule • Rule properties: – Name – Condition – Formatting – Disable – Hide – Rule order a > b Rules
  41. 41. Leave Request form
  42. 42. Offline Scenarios • Offline Forms • Mobile users • Any Nintex Form Examples • Audits & Inspections • OH&S, Incident Reports, Corrective Actions
  43. 43. Installing Nintex Mobile Windows 8 App Store & Apple App Store • Apple App Store
  44. 44. Sign in with
  45. 45. Navigating Nintex Mobile 2 3 4 5 6 1
  46. 46. Windows 8 task panel
  47. 47. Mobile enable the form
  48. 48. Nintex Mobile settings
  49. 49. Nintex Live overview
  50. 50. Nintex Live scenarios • Anonymous forms • Public forms • Authenticate via – FaceBook – LinkedIn • Live Catalog – Add extra actions to your workflows
  51. 51. Anonymous / Public forms • Hosted in Azure • Shortened public URL – http://ntx.lv/< hash>
  52. 52. Nintex Live form
  53. 53. Form management
  54. 54. Manage device layouts • Central administration -> – Manage device layouts
  55. 55. Add a device layout • Device name • Display name key • Display name resource type • User agent(s) • Sequence • Height (pixels) • Width (pixels) Add device

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