Best Practices for Nintex Forms Development

Good day people, its long time without posting here. Starting today I promise to myself start doing it more often. Looking at my backups found some conference notes that I took while attending Nintex conference few years ago. Wanted to share these notes related to Nintex Forms

Best Practices

  1. Ensure you know what the customer wants to do without a form or a workflow design, just identify what they need from the business perspective, don’t jump into Nintex right away, try to understand the business outcome first

Form Design
Don’t go crazy with form design, first make sure you capture the fields that are important and make things work as expected

Follow this process:

  • Perform a basic form design
  • Make things work in the form
  • Ask for feedback
  • Make final layout touches

Naming Controls

  • Name all form controls
  • Name needs to be unique
  • Make the name relative to the information that it holds
    • CAL_LineTotal
    • RPT_Price (unbound controls)
    • SUM_TotalAmount
    • TXT_Product

Binding Controls

  • Bind controls when applicable
  • Do not bind 2 controls to the same SharePoint column

Associate controls & labels

  • Add name to labels
    • LBL_Name
    • LblName
  • Associate label to control

Data Validation

  • Manage validations at SharePoint list
  • Use the control settings
  • Use control rules
  • You can hide and show labels based on rules in order to have validations while you type data in the form

Panels

  • Allow us to group controls together
  • Provides a better vertical experience
  • You can also apply rules to panel so you can disable a whole section
  • Makes moving easier

Simple & Advance Rules

  • Choosing what works best
  • Create one “Complex Rule” or many “Simple” rules
  • Try to keep it simple
  • Rule stops working, don’t know why?

Form Redirect on Submission

  • Providing a better experience
  • Send people somewhere meaningful
  • Use the redirect form to point to another form
  • You can relate multiple forms as part of a process using the redirect option

Leave a Reply

Your email address will not be published. Required fields are marked *