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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...

Introduction: Making SharePoint Relational SharePoint is great, but it's not inherently relational. That’s where the Associated Items column of Infowise Ultimate Forms fills the gap. Designed to turn SharePoint lists into application-style data structures, it lets you: Create related items (tasks, line entries, documents) right from the...

Introduction Managing documents in SharePoint is an essential part of day-to-day business processes. Whether you're handling contracts, proposals, project files, or reports, the ability to link documents efficiently and intelligently to your list items is critical for accuracy, collaboration, and compliance. While SharePoint provides a basic...

Introduction: Integrating SharePoint with external databases and applications can streamline data management and automate business processes. By leveraging SharePoint’s capabilities for linking, exporting, and importing data, it becomes possible to synchronize information between different systems without complex custom development. This post...