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Infowise Ultimate Forms vs. InfoPath

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Presentation on theme: "Infowise Ultimate Forms vs. InfoPath"— Presentation transcript:

1 Infowise Ultimate Forms vs. InfoPath
Feature-by-feature comparison of form solutions for SharePoint

2 Why do we need forms in SharePoint?
Lists are a great for information Built-in forms are quite basic More advanced solution needed for real life applications

3 InfoPath Forms XML-based form generator and filler
Integrates with SharePoint Not a native SharePoint solution SharePoint Enterprise required Retired, no more new versions

4 InfoPath Forms InfoPath-generated list forms: Replace built-in forms
Submits to SharePoint items Limited functionality Mainly a layout feature Form libraries: Non-native solutions Saves data as XML files Extended functionality Layout and data structure

5 Infowise Ultimate Forms
A complete code-free platform for building SharePoint forms and business solutions Extremely feature rich, up to 18 individual components inside Works on free SharePoint Foundation Much more than just forms: reporting, business logic, integration, etc.

6 Design and Integration
Design environment Integrated into SP, accessible anywhere Stand-alone application, local installation required Integration 100% integrated Non-native UI and functionality SP License Foundation (free), Standard, Enterprise Enterprise only

7 Features: Layout Form layout
Tabs, tab permissions, sections, groups, multi-column layout Sections, drag-n-drop design Look and feel Configuration + CSS-based styling Designer-generated styling SP UI integration 100% native look Distinct, foreign look

8 Features: Permissions
Tabs Tabs and groups with subsections Groups. Tabs can be implemented as views Tab permissions Writable/read-only/hidden through conditions Writable/read-only/hidden using rules Column permissions View permissions Based on current user, with custom default view None

9 Features: Data Structure
Storage List item based, completely integrated XML file based, stored in document library* Repeating sections Real items in related lists, visible in forms and views Repeating sections in XML, do not map to SP items, not visible in views Related items summary Automatically calculated, subject to filters. Columns do not need to reside on the form Summary functions within the forms

10 Features: Column Types
Support for built-in column types All column types are supported Some column types are not supported (Managed Metadata), others: reduced or modified functionality Support for custom column types All custom column types from all vendors supported None Custom column types provided Associated items, cascading lookup, color choice, KPIs, document link, etc.

11 Features: Validation and Defaults
Default values User-specific; passed through URL; content type-specific Common to all users Validation rules Specific to users, subject to conditions, regex pattern support Subject to conditions, support for /URL patterns Validating related items Run validation rules based on summary of related items Not supported

12 Features: Actions Types of actions
16 types of actions: update/create/delete items, manage permissions, create list/site, print, etc. Set field value Execution On add/update/delete, on timer, manual (ribbon button) On value change

13 Features: Lookups Cascading Yes, unlimited levels Yes* Add new value
No Filter values

14 Features: Signatures Signature type Electronic Digital
Signature providers Active Directory credentials, hand-written Digital certificate Displayed in Forms, views, print Forms only

15 Features: Printing Print templates
User-defined, multiple templates with automatic/manual selection Print screen Export/ Convert to PDF and , with attachments None* UI integration Print from forms and views, print multiple items at once Print from forms only

16 Features: External Data
Data sources Any DB type, web services MS SQL only, web services Filter external data Yes Automatic import/export s, web service, any DB None

17 Features: Color-coding
Type Background color, font color, icons Background color, font color, boldness, underline Displayed in Forms, views, calendars*, print-outs Forms only

18 Features: Item IDs Templates Multiple, automatically selected
Not supported Format Combination of text, column values, functions, numerator Applied New item, modified item

19 And we didn’t even cover
Actions* Alerts Color-coded calendars Charts and graphs Color-coded views KPIs List search Voting Much more…

20 Infowise Ultimate Forms
Freedom to build the forms you need Meet us: SharePoint Fest NYC 2014, WPC 2014


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