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Feedback - Nintex Live Forms for Office 365

Workflow Hero
9 85 6,460

Hi all,

As many of you know, we do not have Nintex Live Forms for Office 365.

To assist us in build the best solutions, could you please comment below with the following:

  • Use cases you have for Nintex Live Forms for Office 365,
  • the authentication provider you would require (anonymous, Microsoft, etc),
  • the must have features/controls for a Live form, and
  • how you would host the Live Form (embedded, own page, etc).

I appreciate your feedback, it helps us build better products for you.

Regards,

Euan

85 Comments
Workflow Hero

Usecases: Job hiring applications, Contact forms, Lead generation. Surveys, Course registration….
Auth: Anonymous!
Features: Same as regular office365 Nintex forms
Hosting: Both embedding and own page.
When you release anonymous forms in 365 I will bake a cake and send it by airmail.
Been requesting this for 2 years now  

Workflow Hero
  • Use cases you have for Nintex Live Forms for Office 365
    • A couple that come to mind right away - Client Feedback, event sign-up, On boarding forms
  • the authentication provider you would require (anonymous, Microsoft, etc)
    • Anonymous or MS Account would be great, but I would love to see Anonymous.
  • the must have features/controls for a Live form
    • What is in O365 right now would be great IMO
  • how you would host the Live Form (embedded, own page, etc).
    • I would like to see something like the public forms on NWC and maybe that is the answer once the O365 connecters are there and we can create a list item from NWC, but some sort of public URL so organizations would not have to SHARE a site with anyone.
Workflow Hero

Use cases you have for Nintex Live Forms for Office 365

  •           Anonymous Surveys (e.g. tradeshow surveys, client feedback, etc.), event sign-up

The authentication provider you would require (anonymous, Microsoft, etc)

  •          Anonymous is a must

The must have features/controls for a Live form

  •         Same as regular office365 Nintex forms

How you would host the Live Form (embedded, own page, etc).

  •        Both embedding and own page. Most importantly, an option where we don’t have to share our      SharePoint environment with anyone.
Workflow Hero

Need: Job applications. User feedback.

Auth: Anonymous

Features: ..Everything I'd expect on an on-prem form, I suppose!

Host: Embedded AND/OR on a page - need flexibility.

Workflow Hero

I too will bake a cake when anonymous forms comes available.  The use cases are endless where an organisation needs to interact with their customer base or potential customer base. e.g. surveys, order forms, reporting an incident e.g. "How's my driving?", requesting demos, competitions...

Workflow Hero

The minute I can say "why would I use surveymonkey? I can use Nintex.." is the moment I become very happy ...

Workflow Hero

I 2nd, 3rd and 4th that!

Workflow Hero

I'd also add that it would be really useful to have a possibility to display those forms via the Nintex Mobile App... That would open it to many use cases in the out-of-office interaction with users, like during the meetings, conferences, on the streets, etc..

Definitely anonymus access

Workflow Hero

Use case: Government online services, membership requests, applications, feedback, course/event registration etc

Authentication: anonymous

Functionality: As much as possible, especially SharePoint list and person lookup, web services, standard controls

Hosted: Embedded and own page

When: As soon as possible please

Workflow Hero

I agree with all of this.

Workflow Hero

Yes yes yes!!! That would be amazing. I really want to give SurveyMonkey the boot from our organization. 

Workflow Hero

Yes! We have a use case where we have employees out and about in the community interacting with our membership and they like to do surveys with them. Currently they're done on paper forms (!!) and then put in Excel when the employee returns to home base (UGH). I'd love for them to be able to just whip out their iPad, open the relevant survey, and allow the member to click away!

Workflow Hero
  • Use cases you have for Nintex Live Forms for Office 365
    • Facilities Application that allows people outside of the organization to make submissions, employees out and about in the community with our membership do surveys of these users (typically have an iPad with them), Internal Anonymous Surveys and polls
  • the authentication provider you would require (anonymous, Microsoft, etc),
    • Anonymous would be a must, Microsoft and Google would be nice as well
  • the must have features/controls for a Live form
    • Similarly robust to the existing 365 Forms where we can have rules and such
  • how you would host the Live Form (embedded, own page, etc).
    • Both, agreeing with ‌, I need flexibility!
Workflow Hero

* Use cases you have for Nintex Live Forms for Office 365,
Survey forms, feedback forms, on-boarding forms, event registration forms


* the authentication provider you would require (anonymous, Microsoft, etc),
Anonymous( must have) , Microsoft, google , Facebook


* the must have features/controls for a Live form, and
Ideally all features available in Nintex-on Orem forms but Nintex form for o365 controls would be good enough


* how you would host the Live Form (embedded, own page, etc).
Embedded, own page, mobile

Workflow Hero

I think we have most of the use cases listed.. just Rene forcing the anonymous auth...

microsoft, google, facebook is nice to have, but please anonymous first

Workflow Hero

Do you feel that a capthca type verification control would be good to have with anon forms ? 

Workflow Hero

Yes that would be very useful

Workflow Hero

I think many has been covered by others.

  • Use cases you have for Nintex Live Forms for Office 365 

   Registration form like health registration form, Feedback, Survey, On-Boarding,

  • The authentication provider you would require (anonymous, Microsoft, etc),

   Anonymous. 

  • the must have features/controls for a Live form, and

   As parity as Nintex 365 forms as possible. jQuery functionality if possible so that any missing items can be supplemented    by the Form designer

   Digital Signature would be a nice feature as well.

  • how you would host the Live Form (embedded, own page, etc).

    Would be looking at embedded(kiosk style) and mobile(tablet style)

Workflow Hero

Yes, as long as it's optional and not mandatory.

i also like the old Live Form feature where we could cap the total number of submissions As another way to avoid abuse...

oh, while we at it, an expiry date too

Workflow Hero

Thanks James Milne. Expiry date is a handy feature we should include.

Workflow Hero

Dont send it my airmail, just come to InspireX in San Diego and bring it over then

I appreciate your patience waiting for this feature. 

Workflow Hero

Hi ‌. When you think of these types of scenarios, are there any types of controls that you would like to see that we dont currently support in either of our forms products?

Workflow Hero

You and me both ‌. My previous employer loved a random survey monkey survey.

Workflow Hero

Thanks ‌. Yes, Public Web Forms with Nintex Workflow Cloud is a compelling option.

Workflow Hero

Thanks ‌. So getting anonymous information from non-employees outside of your is the most compelling feature? Would the site require showing any data from your SharePoint sites? Such as a lookup?

Workflow Hero

Thanks ‌. So you dont need any authenticated external forms?

Workflow Hero

Hi ‌. Are you after anonymous Nintex Mobile Apps? Perhaps using Nintex App Studio?

Workflow Hero

Hi ‌. So anonymous forms with some data pulled through from your SharePoint site and people lookup? The challenge we would have is caching all your SharePoint List and people information outside your firewall. Ill have to have a think about that one.

Workflow Hero

Hi ‌. I do like the idea of surveys out in the field on an iPad. Is there any controls that you feel are missing to complete this type of form?

Workflow Hero

Hi ‌. Can you expand on your comment about hosting in mobile?

Workflow Hero

Hi Nicholas Ang‌. Can you expand on "any missing items"? What do you feel are missing in todays products?

Workflow Hero

I think that might become handy, however I do not find it as mandatory  I'm thinking of a use case where I could give users my branded app, to fill forms... But still as this might be a nice feature for Enterprise (App Studio as you mentioned), for me it is more like "nice to have" rather than "must have".

I think what really is "must have" is the anonymous access to forms, both from desktop and mobile (using RWD).

Regards,

Tomasz

Workflow Hero

While we don't have the need at the moment in our projects, I can certainly see where people would require authentication..

Workflow Hero

I think something to keep in mind with authenticated forms, and I think they are need for more private information, is need to add users to a SharePoint Group, not always a O365 Security Group and then send them a link (or share) once they have permissions to the site. We can manually do it, but is Admin overhead. If I can give a user a SharePoint List, have them fill in everything and handle the sharing, etc for them with a link to the form that would be great.

Workflow Hero

Hey Euan,

It would be awesome to have the SQL and web service controls.  If those actions are available for workflow then I'm assuming they could be made available for Forms but I do recognise the SQL control for on prem needs the secure store.

Thinking further afield these types of controls/features may add value:

  • User self-service provisioning to create an account so they would create a username/password and have those standard types of checks like does the password meet password requirements, is the confirmation password the same as the original, captcha verification etc.  Some of those can already be achieved with rules
  • For the order form scenario: hooks into payment providers.  Can we sell something via a Nintex form?  Why not!?
  • Tabbed forms - that's a request for all versions of Forms
Workflow Hero

Going through the process now of creating external forms for our customers, so this would be awesome right now.

Here is what I can foresee us using it for:

  • Customer feedback and request forms
  • External job applications
  • Surveys (internal)

I would like anonymous authentication, but would want something to tie back to our customers since they should have a login already for our site (would have to think this approach over a bit more). Our forms would be a mix of hosted and embedded depending on the nature of the form. The controls needed would be everything that we have now, but more importantly web services. If we could make calls and get data back, I feel that a lot of "issues" could be worked around until a more suitable control is developed and implemented.

Will definitely have to think this over a bit more and see what else I can come up with, but at a high level this is where I would start.

Workflow Hero

Thanks Jesse McHargue‌. So would you want to build an anonymous form that is hosted behind your own web based system that has its own auth for customers? Then we could populate the form with the members details? 

Workflow Hero
  • Use cases you have for Nintex Live Forms for Office 365
    • Special event sign-up, surveys, client/partner feedback, on-boarding for new employees.
  • the authentication provider you would require (anonymous, Microsoft, etc)
    • Anonymous is a must, but can pose problems when a "unique" submission is needed (preventing duplicate submissions). Login with MS or Google would be great as well.
  • the must have features/controls for a Live form
    • The expiration date for live-forms is a great on-prem feature I'd like to see in O365..
  • how you would host the Live Form (embedded, own page, etc).
    • Nintex hosted public URL preferred, such as the on-prem implementation.
Workflow Hero

Thanks ‌. I think the expiry date is a great feature. Good for things like job application forms or events.

When you think of surveys though, is there any controls you feel are missing from Nintex Forms that you would require?

Workflow Hero

Hi ‌, I was thinking about an anonymous mobile form for a scenario such as feedback forms for banking. I dont think it is currently available with Nintex Mobile App or Nintex App Studio. Would be good feature to have

Workflow Hero

One company who had wanted to use Nintex wanted the ability to use Nintex Live in O365 to have suppliers enter orders into their system externally (without being part of their tenant or anything).   

Workflow Hero

Hi Mike,

Yes, this is a very common Scenario...  Swap Suppliers for any of the following: Customers, New Hires, Contractors, Vendors, Citizens/Constituents, etc..  Being able to work with people outside your tenant/AD is a huge requirement..

But I guess I'm preaching to the converted here

J

Workflow Hero

Hey Dan, On the topic of Capthca.. I prefer the newer style ones that ask you to "Pick all the Pictures which have a <Noun>" in them.. much better than the "Enter the mutilated letters and/or numbers?" versions of captcha

Workflow Hero

Indeed!

Workflow Hero

A few things come to mind in terms of surveys, but perhaps nothing that would make sense with a SharePoint list back-end. We've seen an uptick of those in the education space using Microsoft Forms and some of my favorite anonymous survey features there are:

  • Question banks
  • Question randomization between participants
  • Post-survey feedback showing results of other participants
Workflow Hero

Very similar to what most have said ... 

We are using SharePoint on-premise at the moment and have published a few Nintex Live forms.  Currently looking at what's involved in migrating to O365, so the Nintex Live features are important.

  • Use cases you have for Nintex Live Forms for Office 365
    • External producers can submit TV proposals/ideas via the form.  These are then reviewed within the organisation and 'approved' to be added to an internal database of submissions.
  • the authentication provider you would require (anonymous, Microsoft, etc)
    • Anonymous
  • the must have features/controls for a Live form
    • Controls as currently exist, including: attachments, redirect URL (after submission).
    • New feature: Captcha  (would be very useful) 
  • how you would host the Live Form (embedded, own page, etc)
    • Embedded in a page on our existing web site. Styled with a linked CSS.
Workflow Hero

Oh yes, a captcha! I had thought of that before and then completely forgotten. Excellent request, though. Especially if we're allowing anonymous submissions.

Workflow Hero

We currently have a need for course registration. Would need anonymous access. Most likely to be embedded on an external website or shared via link in an email, social media, etc. In addition, could use for follow-up surveys, most likely shared via link in email. Basic controls should do it  

Workflow Hero

have you seen the anonymous basic forms available in Nintex Cloud? sounds like it would meet your needs for your scenario.

Workflow Hero

I'm not specifically concerned with Nintex Live for Office 365.  But we do have compelling needs for anonymous forms.  Whether they use Nintex Live or not doesn't matter.  We are currently working with some government clients that want to place permit applications on their website.  We have other clients that want to allow people to apply for a job from their website.  Surveys are another common use case.  Our scenarios are the same as most everyone else that posted here.