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1. Another Look at Forms for SharePoint In the post InfoPath Era
2. About Me – Kirk Liemohn • Principal Consultant – ThreeWill • @kliemohn • Some Focus Areas: – SharePoint since 2007 – SharePoint Integrations (Confluence, Jive, Polycom Video) – Search – Migrations – Azure – AngularJS
3. Agenda • InfoPath History • Discussion on Forms Options • Deeper Dive on PDF Forms
4. InfoPath History • InfoPath 2003, 2007, 2010, 2013 (last version) • Forms Server 2007 • InfoPath Forms Services – MOSS 2007 Enterprise – SharePoint Server 2013 Enterprise – SharePoint Server 2016 Enterprise – O365: Education, E3, E4, E5 • InfoPath Forms for Workflows (e.g., approval forms) Sources: https://en.wikipedia.org/wiki/Microsoft_InfoPath https://technet.microsoft.com/en-US/library/jj819267.aspx
5. InfoPath History • Jan 2014 – Microsoft announced InfoPath discontinued – InfoPath 2013 client supported until April 2023 – InfoPath Forms Services for 2013 supported until April 2023 – Works with SharePoint 2016 – Mainstream support end date: July 2021 – Extended support end date: July 2026 – Supported on O365 “until further notice” • Microsoft Discusses Alternatives: – Excel Surveys – Forms on SharePoint Lists (FoSL) – cancelled – Structured Word Documents – Access Apps Sources: https://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/ https://support.microsoft.com/en-us/lifecycle/search/default.aspx?sort=PN&alpha=infopath&Filter=FilterNO
6. Forms Options Today • What is out there today?
7. Form Options Today
8. Key Features • Form Creation – Power User – Developer • Integration – SharePoint On-Prem – SharePoint Online – Workflow – Other Systems… • Form Rules/Logic – Validation – Data-driven Drop-Downs – Pulling in Related Data – Calculations – Hide/Show • Other Form Features – Signatures (certificate or drawn) – Pictures – Attachments – Location data • Mobile Access • Offline Mobile Access • Full Fidelity – Online/Offline/Mobile • Analytics / Reporting • Security • License Costs
9. Feature / Option Matrix
10. PDF Forms • Why PDF Forms? – Raising awareness – consider your requirements first – High fidelity – Offline Mobile Apps (e.g., PDF Expert) – Portable • Issues – Data driven – requires development – PDF Editors are not all that friendly – Requires development (or 3rd party) to integrate with SharePoint • Until WebHooks, this may involve Sandboxed or Farm code • Or you could use remote event receivers, but they do not have guaranteed delivery – Consider Initiation/Submission • 3rd Party – PDF Share Forms – GoFormz (?)
11. Demo PDF Forms in SharePoint
12. Questions?

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