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No-code forms and workflow tools of the SharePoint trade
This document discusses no-code solutions in SharePoint, including forms and workflows. It provides an overview of tools like Microsoft Forms, PowerApps, and Flow that allow creating solutions without writing code. The document recommends starting with browser-based solutions and no-code tools before using code. It also addresses concerns about transitioning from InfoPath to new form solutions and continuing to use existing InfoPath forms.
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No-code forms and workflow tools of the SharePoint trade
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- 2. Collaboration Document management Internal SocialNetwork Forms Process Automation (Workflows) Business Intelligence Reporting Search Metadata Management … Super secret The next version will even make coffee! Lots!!
- 3. What do Youneed SharePoint to do for You?
- 4. I am nota programmer. I want to create solutions (or get them created) without writing any code
- 5. Examples of no-codesolutions Human Resource portals Self-service reporting, financial dashboards Expense reporting Review and approve document workflows New-hire orientation sites Ideation, feedback, & “suggestion boxes” Structured documents: contracts, RFPs, & invoices
- 6. No-Code Forms andWorkflow Tools of the SharePoint Trade Asif Rehmani SharePoint MVP VisualSP Download my presentations at: http://bit.ly/asifconference
- 7. About me -Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA Contact: @asifrehmani [email protected] www.VisualSP.com Author Trainer & ConsultantSharePoint MVPConference Speaker Ignite TechEd SPTechCon SP Connections SP Fest Dev Intersection And many more…
- 8. In-context Help/Training forend users
- 9. Please help meunderstand who You are Power Users Administrators The infamous SharePoint Guy / Gal Developers
- 10. Agenda What to useand when to use the no-code tools related to: Workflows, Forms The answers to the most asked questions Lessons learned
- 11. “Let’s not writecode until we have to write code.” Power User’s motto:
- 12. Creating Solutions Recommended sequencewhen creating your solutions: 1. Browser based only 2. Use no-code tools 3. Use code tools OR 3rd party products
- 13. Advantages of buildingno-code solutions Possibilities of what you can do are Enormous! Quick learning curve Easier ongoing management of solution Delegate responsibility easily
- 14. Before we goforward, Question: Which version of SharePoint are you on? 2010 20162013 Online
- 15.
- 16. SharePoint Lists aregreat. However… I want to control what list information is presented in list forms to users
- 17. The former ‘andcurrent’ form solution from Microsoft The story of InfoPath
- 18. Library form InfoPath 2010& 2013 Custom SharePoint list form Workflow form
- 19. I am worriedabout all the forms we are currently using in InfoPath and what’s going to happen to them now that Microsoft is not supporting InfoPath long term
- 20.
- 21. Guidance on InfoPath Alreadyworking with InfoPath and have a Lot of working forms: Continue working with InfoPath Never used InfoPath and looking for a forms solution for SharePoint: Consider PowerApps, MS Forms, ASP.NET forms, or 3rd party vendor
- 22. Access Web Apps Quickform based application
- 23. Create web applicationsusing Access Build Access web apps and launch to SharePoint Online
- 24. Access web appsbeing retired - April 2018 • Just didn’t work for the required scenarios • Needs outgrew capability of Access Services • mobile device support, integration with line of business data, and professional developer extensions. https://techcommunity.microsoft.com/t5/Office-Retirement- Blog/Updating-the-Access-Services-in-SharePoint- Roadmap/ba-p/57148
- 25. New(ish) kids onthe block: PowerApps & Forms
- 26. Microsoft Forms Not end-all-be-allforms customization tool For non-technical power users Quick data pull Surveys, Quizzes, Polls, Information Gathering MS Forms web part available in modern pages
- 27. PowerApps is Themain Microsoft forms solution going forward
- 28. Creating Views ofLists using PowerApps
- 29. Customize List formsusing PowerApps Coming soon later this year…
- 30. PowerApps PowerApps forms showup directly in the list view (late 2017) PowerApps web part coming (late 2017) Works great on mobile phones and tablets. Not so great of an experience on desktops and laptops just yet Works only on Modern lists in SharePoint Online. Classic SharePoint interfaces not supported.
- 31. What are mynon-3rd party Form options today? SharePoint On-Premises and SharePoint Online Classic interfaces InfoPath SharePoint Online Modern interfaces PowerApps, Forms
- 32.
- 33. I want tocreate automated processes without writing any code
- 34. 34 Workflow tools Browser SharePoint Designer2013 Visio 2013 Flow Visual Studio 2012/2013 3rd party applications
- 35. What SharePoint Designer2013 offers Stages • New base level concept of stages Visual Designer • Direct Visio incorporation • Stage-Level Diagrams New Task Actions • Quick and easy to create tasks and approval processes Web Services • Able to call into Rest/HTTP web services Loops! • Able now to loop indirectly with stages or directly with the new Loop actions Copy/Cut and Paste • Core copy/cut and paste abilities now introduced
- 36. 36 2010 and 2013style workflows SharePoint Designer 2010 2013 & 2016
- 37. I am worriedabout losing all the work I put in creating workflows in SharePoint Designer over the years
- 38. SharePoint Designer 2013 Supportedtill 2026
- 39. New(ish) way todo workflow: Flow
- 40. Flow in SharePointLists
- 41. Flow The Main processautomation solution by Microsoft “Send for Review” Flow will be available later part of the year Ability to ask for info (startup parameters/variables) coming soon Integration in lists and libraries (late Oct 2017)
- 42. How do Ipractice my ideas and concepts? Watch videos at: https://www.visualsp.com & YouTube of course Get a sandbox environment for practicing: Get an Office 365 Trial Or Virtual machine on Azure Or Build your own Virtual Machine 42
- 43. Go for QuickWins – Increases adoption and confidence! Identify real pain points and focus in on them
- 44. Call to Action Downloadmy presentations at: http://bit.ly/asifconference Watch video tutorials at: VisualSP.com Thank You! @asifrehmani [email protected] www.visualsp.com
Editor's Notes
- #3 Fundamentally what SharePoint can do has not changed from version to version
- #4 This is the correct question to ask.
- #7 Power Users have a lot of power. Recognize what you can do without code using powerful tools before jumping in to code
- #11 This session will be providing the reasoning to go no-code and then some examples of it
- #13 Example of how ‘coded’ workflows has changed and what SharePoint consultants are currently doing with their 2010 coded workflows
- #25 Demo video for Access web apps: https://www.youtube.com/watch?v=L0XAEIyB6iQ
- #27 Created for the Educational sector
- #41 Kind of like IFTTT Released late October 2016
- #44 Don’t try to go for Everything at once. It’s been a recipe for failure for many orgs Remember the secretary in Tennessee who did Not have a pain point