how to leverage universal forms to kick off your …...how to leverage universal forms to kick off...
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![Page 1: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/1.jpg)
How to leverage Universal Forms to kick off your workflow automationTerry SimpsonTechnical Evangelist, Nintex
![Page 2: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/2.jpg)
“What is Universal Forms?”
![Page 3: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/3.jpg)
“Why Universal Forms?”
![Page 4: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/4.jpg)
“Will this replace the existing Responsive Forms?”
![Page 5: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/5.jpg)
• Migration supported within the product
Migration
![Page 6: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/6.jpg)
• Migration supported within the product
• Provides details of changes
Migration
![Page 7: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/7.jpg)
• Migration supported within the product
• Provides details of changes
• Allows rollback
Migration
![Page 8: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/8.jpg)
• Migration supported within the product
• Provides details of changes
• Allows rollback• Existing Responsive will
be deprecated eventually
Migration
![Page 9: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/9.jpg)
“What will happen to Classic Forms?”
![Page 10: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/10.jpg)
“Why should I convert?”
![Page 11: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/11.jpg)
• LOAD, INPUT and SUBMIT
Rules
![Page 12: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/12.jpg)
• LOAD, INPUT and SUBMIT
• Set any field value. Or ANY property, through rules
Rules
![Page 13: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/13.jpg)
• LOAD, INPUT and SUBMIT
• Set any field value. Or ANY property, through rules
• Set multiple control properties in a single rules
Rules
![Page 14: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/14.jpg)
• LOAD, INPUT and SUBMIT
• Set any field value. Or ANY property, through rules
• Set multiple control properties in a single rules
• AND OR and ELSE logic in the UI
Rules
![Page 15: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/15.jpg)
• Formula builder supports type ahead
Formula builder
![Page 16: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/16.jpg)
• Formula builder supports type ahead
• Validates formula as you build
Formula builder
![Page 17: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/17.jpg)
• Formula builder supports type ahead
• Validates formula as you build
• Inline help
Formula builder
![Page 18: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/18.jpg)
• Formula builder supports type ahead
• Validates formula as you build
• Inline help• Variables/formulas
available in more places
Formula builder
![Page 19: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/19.jpg)
• Email control
Controls
![Page 20: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/20.jpg)
• Email control• Text masks
Controls
![Page 21: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/21.jpg)
• Text masks• Email control• Restrict past dates
Controls
![Page 22: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/22.jpg)
• Text masks• Email control• Restrict past dates• Geolocation with
Google Maps API
Controls
![Page 23: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/23.jpg)
• Text masks• Email control• Restrict past dates• Geolocation with
Google Maps API• Signature control in
Web and Mobile
Controls
![Page 24: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/24.jpg)
• Text masks• Email control• Restrict past dates• Geolocation with
Google Maps API• Signature control in
Web and Mobile• File upload
improvements
Controls
![Page 25: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/25.jpg)
• Clean, modern UI
Platform
![Page 26: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/26.jpg)
• Clean, modern UI• Multipage
Platform
![Page 27: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/27.jpg)
• Clean, modern UI• Multipage• Instant preview
Platform
![Page 28: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/28.jpg)
• Clean, modern UI• Multipage• Instant preview• Faster load time
Platform
![Page 29: How to leverage Universal Forms to kick off your …...How to leverage Universal Forms to kick off your workflow automation Terry Simpson Technical Evangelist, Nintex “What is Universal](https://reader033.vdocuments.mx/reader033/viewer/2022060223/5f07f1c77e708231d41f8ba3/html5/thumbnails/29.jpg)
• Clean, modern UI• Multipage• Instant preview• Faster load time• Export as JSON
• Same file format across all platforms
Platform