Replace a Stubborn InfoPath Form with a Nintex Form

I am working with a client on converting all of their old InfoPath forms into Nintex Forms and recently ran into an odd issue. On the list that had an InfoPath form, I created a new Nintex form and published the Nintex form. I assumed that the Nintex form would take over and appear as the list item form after publish. However, this was not the case. Instead, the InfoPath form persisted.  Continue reading “Replace a Stubborn InfoPath Form with a Nintex Form”

Using SharePoint and Nintex to Create a Purpose-Built CRM Solution

Last month, I had to pleasure of presenting at the 8th annual SharePoint Saturday event in Atlanta. For those who aren’t familiar, SharePoint Saturday is a community‐focused SharePoint event dedicated to educating and engaging members of the local SharePoint community. The event is unique in that it is “for the community, by the community” and is free for all who attend.

This is the second time I was able to present and my topic this time was more of a case study, focused on how we helped our client, Applied Technical Services, Inc. (ATS), leverage SharePoint and Nintex to automate their most business-critical processes. Continue reading “Using SharePoint and Nintex to Create a Purpose-Built CRM Solution”

Best Practices and Considerations For Implementing Workflows in SharePoint

Me and Sales Consultant, Carol Reddaway at the Abel Solutions booth for the event.

I recently presented at the 7th annual SharePoint Saturday event in Atlanta. For those who aren’t familiar, SharePoint Saturday is a community‐focused SharePoint event dedicated to educating and engaging members of the local SharePoint community. The event is unique in that it is “for the community, by the community” and is free for all who attend.

My session focused on “Best Practices and Considerations For Implementing Workflows in SharePoint”, and was geared toward business users who may struggle when it comes to outlining business processes or determining where to get started with automating the most business-critical processes in a way that won’t turn end users’ worlds upside down. Continue reading “Best Practices and Considerations For Implementing Workflows in SharePoint”