In this video, get a quick overview of installation instructions and what you need to know about the different features available in the on-premises server edition and Nintex Forms for Office 365.
- [Instructor] Some features in Nintex Forms are only available in the online version and some are only available in the on-premises version. Go ahead and look at this blog entry from Nintex just so that you can see how they go through and explain how people who are in the cloud versus people who are on-premises are going to benefit from Nintex Forms. I also found this blog entry by Eric Calderon of TekDog where he goes through and just to give you a few examples, he points out that things like scheduled site workflows are only available in the server version and something like the person or group variable is only available in Office 365.
So I'll do a good job of letting you know when a feature is only available in Office 365 but just so that you know, for this course, I am using Nintex forms for Office 365. I won't be doing anything on Prem. If you're on Office 365 and you've never downloaded an app before, your Office 365 Global Administrator is going to have to be the person who does that. So they're going to go out, add an app, they'll search for Nintex and they'll go out to the store and they'll find Nintex Forms.
So they'll download it with their credentials, they'll be taken through all the installation instructions of where to put it and then once that happens, a Site Collection Administrator would then be able to go in and add an app and now Nintex would be available to them. Now how do I know it's been installed? Because I have designer or better or higher permissions inside of this site or inside of this list and now I can see Nintex Forms. I want to be clear that a contributor to this list would not be able to see Nintex Forms on the taskbar of this list.
One final note. Inside of something like a Team Calendar in Office 365, you're going to be able to see that button Nintex Forms but watch what happens when I click it. Notice that I got an error that says I can't use Nintex Forms for events. Now this is the only content type that is not supported in Office 365 and that's important before you start designing a solution that uses something like Start and End Dates like what I'm doing with my Travel Requests list.
So this is just a custom list that I set up. This is not based on an event content type and Start Date and End Date are list fields that I added. I'm not using the out of the box Start Date and End Date site columns. So on this list, that's not an event list when I go into Nintex Forms, I'll see something different. I'm prompted to choose between a Responsive Form or a Classic Form. Now Responsive design, it gives you themes, it's meant to get you started quicker but Classic allows for more extensive customization.
Both of these available for both versions of Forms but I'm going to spend the majority of my time in Classic Form. Nintex is actively working on new features and they're releasing those features to both platforms but maybe not at the same time. So during this course, I may tell you that something isn't currently available in Office 365 but you're going to want to double check me on that because you might get a pleasant surpise.
- Formatting in Forms Designer
- Using Format Painter
- Configuring form controls
- Using functions, variables, calculations, and other form logic
- Design responsive views
- Adding buttons for form submission
- Importing and exporting forms
- Resetting and deleting forms