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

Invoking User Profile Service when Selecting from People Picker in InfoPath

While supporting a customer on InfoPath development, he ask me how to retrieve data from a specific user using the Profile Web Service, but he want to invoke the service after selecting a user from a people picker control, problem was that the Action section in the people picker control was disable so he was asking why and how can we accomplish what he wants. I remember that I was able to implement same exact scenario a while back ago but didn’t remember how, so I did some basic research and this is what you need to do: Step 1 … Continue reading Invoking User Profile Service when Selecting from People Picker in InfoPath

Formulas to get the first and last row on a repeating table in InfoPath

You know, you wake up knowing that is going to be a wonderful day working for a customer with the software products you love. During today on-site support session, you found out that is needed to write some good old XPath formulas on an InfoPath form. There is a repeating table with the columns necessarily to describe travel information like Departure Date, Return Date, City, you named and the requirement was to expose the initial Departure Date and the last Return Date of the entire trip, so, what do we mean with entire trip? I maybe start a trip from … Continue reading Formulas to get the first and last row on a repeating table in InfoPath

Speaking at Nintex Inspire 2016 in Las Vegas

I am so happy to announce that I’ll be speaking at Nintex InspireX Conference co-presenting with Tom Castiglia. We will share how to use Nintex Workflow & Forms and DocuSign for automating some of the most typical Human Resources process in a company. Nintex Workflow and Docusign can work together to request and retrieve digital signed PDF files for archiving the paperwork that needs HR by law need to retain. We automated some process for our customers and we want to share our overall solution approach. Nintex InspireX will be on take place in Las Vegas, Nevada between February 22-24. In … Continue reading Speaking at Nintex Inspire 2016 in Las Vegas

How to create hyperlink that open InfoPath client software a.k.a InfoPath Filler

Today was my second on site visit of the year and during my visit I was requested to fix one of the most frequent issues you will find when building workflow based solutions using SharePoint Designer and InfoPath client forms. So an email activity in the Workflow Designer has a Hyperlink that it supposed to load a InfoPath form instance when the user clicks, in this scenario, the InfoPath solution runs in InfoPath Form Filler so when the users clicks the hyperlink it should load InfoPath Filler client application. Turns out that using Encoded Absolute URL field that has the … Continue reading How to create hyperlink that open InfoPath client software a.k.a InfoPath Filler

Discover SharePoint Web Services methods and parameters and feel nostalgic about it

This is not the first time that a customer has an issue with SharePoint Web Services “. asmx” and InfoPath Forms that I need to quickly spot and fix. Of course SharePoint Web Services work as a charm, but sometimes the problem comes more to InfoPath forms how they consume the services SOAP response and request headers. Yes, I’ve said InfoPath. A lot of customers still work and use InfoPath forms, they created and automated HR or IT process using these wonderful technologies and we, support engineers need to support. A lot of customers still have a dependency on InfoPath. … Continue reading Discover SharePoint Web Services methods and parameters and feel nostalgic about it

Because you can succeed, you also can fail

This is just an interesting scenario I’m dealing with. I’m pretty sure SharePoint can support a state level solution for this problem with the proper infrastructure and procedures in place, but, are you sure the business can support a change like that? Switching from one paper form and manual process to an electronic forms with automated workflow solution requires more than servers and infrastructure, it requires business support and commitment because: You need to define if current print copy approvals still going to be supported The business needs to recognize and agree that electronic signing and workflow approach will be … Continue reading Because you can succeed, you also can fail