Discover more: insights,
inspiration and expertise

SharePoint content can translate itself as it moves. The Copy List Items action in Ultimate Forms carries built-in automatic translation: as it copies items or documents to their destination, it translates text column values, and for document libraries the documents themselves, Word, Excel, PowerPoint, and PDF, into the target language, powered by...

Attachments can graduate. The Manage Attachments action in Ultimate Forms moves documents between SharePoint's two storage worlds automatically: it copies or moves list item attachments into a document library, filing them into folders, stamping their metadata from the item, and linking them back to the item through a Document Link column, or works...

Create a project, and its task plan should already exist: the resource check starting day one, the documentation task spanning the first month, the manager's review scheduled thirty days out. In Ultimate Forms, that happens with one Create List Item action per standard task, each firing when a project is added, computing its dates from the...

Reports can generate themselves. In Ultimate Forms, a timer action of the type Print list items takes a print template, renders the list's data into a branded PDF, Word, or Excel document, and emails it to its recipients, every Monday at 8, every morning at 6, whenever the schedule says. The combination of two components, Actions for the timing and...

A SharePoint notification normally arrives 30 to 40 seconds after the event that triggered it. An immediate email arrives in 2 to 5. The difference is one setting in Ultimate Forms: a Send Email action with Synchronous enabled on its Advanced tab sends during the save itself, skipping the background queue entirely. For most notifications the...

Every event-driven action in Ultimate Forms makes one quiet choice: run after the item saves, in the background, or run inside the save itself. Asynchronous is the default and right for almost everything, which is exactly why the synchronous option matters: it is the only way to block a bad save before it happens, the double booking, the duplicate,...

Business operations can live where SharePoint users already work: in the list view's command bar. In Ultimate Forms, enabling Manual execution on any action adds it to the Run Actions button, so "Close Ticket," "Engage," or "Flag as Bug" becomes one click on the selected item, or on twenty selected items at once, with no form opened and no code...

A manual action in Ultimate Forms can ask the user a question before it runs. Parameters are typed inputs, text, numbers, dates, choices, lookups, people, defined on the action and collected through a generated form at the moment of execution, then used in the action's settings exactly like column values. The user clicks Reject, a small form asks...

An After Change condition fires only when a column’s value actually transitions, Status arriving at Approved, a budget crossing a threshold, not on every edit afterward. It is one dropdown choice in any action or alert condition, and it replaces the version-history queries, helper flags, and comparison branches the same logic costs in Power...

A well-designed SharePoint form does more than simply collect information. It creates a professional experience that reflects your organization's branding while making the form easier to navigate. One of the most effective ways to organize large forms is by using tabs or accordions to group related fields into logical sections. Infowise Ultimate...

Put your lists to work: one new item in a SharePoint list can trigger an entire working environment into existence. In Ultimate Forms, a single project entry can create a review task, set its permissions, register the project in your line-of-business database, provision a project site from a template, seed that site with a task, write the new...

An action group in Ultimate Forms runs several actions as one unit: one trigger, one set of conditions, one click for the user, and the attached actions execute in your chosen order, with the option to halt the sequence the moment one fails. It is the orchestration layer of the actions engine, and the one that keeps multi-step automation readable:...

An action in Ultimate Forms can run not just once, but once per value in a range: for every date between a start and end date, or for every number between two bounds. That is what execution loops do, and on each pass the current value is handed to the action, ready to be used in value assignments, inside expressions and functions, or in conditions....

Actions can run on a schedule: every hour, daily, weekly, or monthly, at the time and day you choose. The one concept that makes scheduled actions behave predictably is the current item, because every action needs an item to run on, and a schedule, unlike a click or an event, does not point at one. There are two ways the current item gets chosen,...

Ultimate Forms automates SharePoint business processes through actions: small, configured units of work that run when items change, on a schedule, or at the click of a button. There are action types for updating and creating data, sending communications, managing permissions, calling external systems, and printing documents. Each is configured in...

Manual actions in Ultimate Forms can decide for themselves who sees their buttons, and when. Visibility rules on the Run Action feature show or hide each action's execution button in the SharePoint command bar based on the current user or group, on conditions over the item's values, or both, so a Complete Project button simply is not there once...