Discover more: insights,
inspiration and expertise

Bring Visual Clarity: Color & Progress Bars in SharePoint with Ultimate Forms Numbers and status labels are useful—but humans interpret visuals faster. When your lists and forms include progress bars, color-coding, and icons, you turn abstract data into immediate insight. Infowise Ultimate Forms gives you built-in tools to add color, KPIs,...

Generate Excel Documents Automatically with Infowise Ultimate Forms Many business workflows require exporting form or list data into files that stakeholders can review, edit, share, or archive. While exporting to PDF or Word is common, Excel exports are especially powerful. Users can filter, sort, manipulate data, or run calculations in the...

Introduction In today’s global business environment, organizations are rarely limited to a single language. Teams are distributed across regions, customers span multiple countries, and stakeholders bring diverse cultural and linguistic backgrounds. For many businesses, this multilingual reality can create barriers in digital processes—especially...

Print & Export to Word: Elevating SharePoint Documents with Ultimate Forms Printing or exporting SharePoint list items and documents is often a basic requirement in business processes. Whether for reports, contracts, invoices, or offline review, it's almost ubiquitous. But the default SharePoint experience typically produces bland,...

Importing Data from Azure SQL (MSSQL) into SharePoint with Infowise Ultimate Forms In many SharePoint deployments, critical business data already resides in cloud databases, especially Azure SQL (MSSQL). Rather than rebuilding data or duplicating efforts, importing or syncing this data into SharePoint lists helps unify workflows, enable modern...

Leveraging Managed Metadata in SharePoint with Ultimate Forms SharePoint’s Managed Metadata is a powerful way to enforce taxonomy, classification, and consistent metadata values across lists and libraries. It helps users pick from a predefined set of terms, which improves data consistency, search, and filtering. However, using managed metadata...

A Modern Approach to User Guides When rolling out new SharePoint forms solutions, providing help to users is essential. The old way of doing things is to write a work instruction PDF which everyone is expected to read and know. Realisitically, people no more want to read a long help manual than they would a User License Agreement. A smarter...

Automating Approval + Check In / Check Out in SharePoint with Ultimate Forms In many SharePoint document or process systems, you want a structured approval flow. You may also want to control document check-in/check-out behavior around that approval. With Infowise Ultimate Forms’ Actions, you can create automated, no-code workflows that enforce...

Using the Calculate Summary Action in Infowise Ultimate Forms In many business processes, you need to aggregate data across multiple list items. It could be summing values, counting related records, finding minimums/maximums, or even enforcing rules based on aggregated data. The Calculate Summary action in Ultimate Forms gives you this power. It...

Create and Manage Your Own Image Gallery in Modern Forms with Ultimate Forms Modern forms are more than just data capture. They’re an opportunity to engage, clarify, and brand. One way to do that is by using your own gallery of images (or banner graphics, video, or shared visuals) inside forms. With Infowise Ultimate Forms, you get a flexible...

Business Process Modeling (BPM): Tools, Techniques & How Ultimate Forms Helps Business process modeling is the practice of mapping out, visualizing, and improving how work flows through your organization. It involves documenting steps, roles, decisions, and data, so that processes become repeatable, transparent, and scalable. While many BPM tools...

Filters in Print with Infowise Ultimate Forms: Fine-Tuning What Gets Printed Printing list views, records, or calendar events from SharePoint is often necessary—for reporting, sharing, compliance, or offline review. But usually, you don’t want everything in the list; you want to print only relevant items. That’s where filters in print templates...

The Power of Conditions in Ultimate Forms: Turn Data into Decisions In every good business form or automation process, knowing when something should happen is just as important as what happens. Conditions in Infowise Ultimate Forms are the glue that lets your SharePoint solutions behave intelligently — they control validation, visibility,...

Redirect Functionality in Infowise Ultimate Forms: More Than Just ‘Go Back to List’ When users submit or cancel a form in SharePoint, the default behavior is usually to return to the list. But in many real-world scenarios, this isn't enough. You might want a custom thank you page, or display the item just created, or provide further editing...

What Are Fragments? Fragments are reusable blocks of formatted content: descriptions, graphics, instructions, and even read-only list column values. You can insert Fragments into SharePoint forms using Infowise Ultimate Forms. Whether you need to guide a user, show process diagrams, provide instructions in multiple languages, or just inject...

What Should Be in Your SharePoint Toolbox: Building Smarter Solutions SharePoint offers nearly endless possibilities. Whether you’re a power user, consultant, or IT pro, expanding your toolkit means becoming more effective at turning ideas into real business solutions. It’s not just about knowing what you can do—it’s about picking the right tools...