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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

Microsoft Forms, want to give it a try?  Here is a basic demo

Want to give a try to Microsoft Forms? Yesterday I created a Customer Satisfaction Survey demo to see at a glance the main features of this new technology now available for Office 365 commercial users. I was surprise to see how simple and slick the authoring experience is and of course love the final result. I can see so much power for specific set of scenarios. I just hope that Microsoft consider creating an API for allowing developer build forms and quiz programmatically as well as query the results.

I do see myself building risk matrix surveys (Survey Analysis for Evaluating Risks) for some O365 customers

What happens when you accomplish your dreams? Well, you create new dreams

It’s time for me to close a cycle and move on to another endeavor in my career. For the last 3 years I have been lucky enough to work for Konica Minolta formerly known as Hershey Technologies. After Tom Castiglia, Arjay During and Neal Fischer believed in me and gave the opportunity for me to join the team I started engaging with existing/new customers, team members and SharePoint local community folks. I started little by little, building, gaining trust based on pure hard work and consistent outcomes. I was fortunate to partner with account managers and do pre-sale work that help us position our services and close so many deals that with the help of the team we were able to deliver value in a profitable way and consolidate strong/solid relationships with customers. After touching more than 55 customers, more than 74 projects during a 3 year span is time for me to say farewell.

I am extremely proud, grateful and lucky to have the chance to learn from everybody here and to grow professionally accomplishing things that once in my life where dreams and future visions of me. Even do, it’s hard to say goodbye to friends, this is something that I feel and know I need to do. Thanks Konica Minolta formerly known as Hershey Technologies team members, management and top executives for your patience and trust. Please continue taking care of our customers.

What happens when you accomplish your dreams? Well, you create new dreams. That’s why I am joining Slalom Consulting. This is a company with a high level consulting profile that I know is the right step for me to continue doing what I know and what I need to do to strive in bigger challenges and outcomes. I am so excited to join this team, so more histories to come in the future, new dreams and visions to conquer.

Thanks all for your friendship and partnership, sicerelly Haaron Gonzalez

Connect your data with Layer 2 Cloud Connector

layer2 There are always scenarios where products fit and represent a viable solution for a specific technical challenges. Today I want to talk a little bit about Layer2 Cloud Connector, this is handy tool for dealing with data synchronization between any data source and our favorite product, SharePoint. This tools allow you to define a source connection to one data source and a target connection to a second data source, then you define the mapping between those data sources and just let it run, will sync the data between data source 1 to data source 2 or you can configure bi directional sync so data will get updated in both data sources.

Maybe you have the scenario to sync on premise list to Office 365 SharePoint Online list, or maybe your are not ready for a Hybrid scenario between on premise and Office 365 and you need a solution now, or, maybe you want to sync data from an CSV or excel file in the network on daily basis, this tool can make the difference.

Some general comments:

  • The process of setting the source and target data connections is easy and very straight forward
  • Support key columns identifier in the source database
  • Support key column identifier in the target SharePoint list
  • It use .NET Data Providers including .NET OracleClient Data Provider
  • It use Layer 2 Data Providers to SharePoint, it’s based on CSOM so will connect to any SharePoint List

Some sync comments:

  • Cloud Connector reads the source data and insert in to target list
  • I created a mapping between database columns and SharePoint Fields using the tool
  • The tool automatically identify inserts, updates and deletes that need to be performed on target list
  • Tools has a log that will show how the sync process outcome so you can tell how many records were updated
  • Tool can run as service so we can do a sync schedule

The licensing model it’s based on the number of source and target connections you need to do, so be careful with that.

Her is an example of the resulting log, I was able to open a local excel file in a share drive, run a SQL query to filters the data from excel and sync the data to a SharePoint list, that was awesome, here is the result:

  • -> Current product edition is ‘Shareware’
  • -> Loading items from the data entity ‘SQL Customers’… 91 items retrieved.
  • -> Loading items from the data entity ‘SharePoint Customers’… 25 items retrieved.
  • -> Loading metabase…
  • -> Executing uni-directional synchronization…
  • -> Instructing data entity ‘SharePoint Customers’ to perform 0 inserts, 6 updates and 0 deletes…
  • -> Performing post synchronization tasks…
  • -> Synchronization of connection ‘Customers to O365’ finished:
  • -> 19 records were already up-to-date, 6 records have been synchronized and 0 records have been skipped. 1 warning occurred. (0.43 minutes)