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A counter is a dashboard web part showing a live number computed from your SharePoint lists, such as open tickets or overdue tasks. Ultimate Forms counters make dashboards a minutes-long configuration task. For the full dashboard kit around them, see the ten dashboards guide. Building Dashboards the Easy Way with Ultimate Forms One requirement...

For most operational SharePoint reports, Power BI is overkill. If the question is "how many, how late, whose queue, trending which way," and the data lives in SharePoint lists, counters and charts on the lists themselves answer faster, for every user, at no extra license cost. That is the claim. This article makes the case: where Power BI's costs...

You can build full-featured dashboards in SharePoint without Power BI. Counters, charts, indicators, filters, and rollups assemble into live operational dashboards that read directly from your lists, and with Ultimate Forms every one of them is configured in the browser without code. If your reporting question is "how are we doing right now," you...

The key to professional-looking Word print templates in Ultimate Forms is tables. You design an ordinary Word document, place your SharePoint list columns in double square brackets like [[Column Name]], and use Word tables to control exactly where every piece of data lands on the page: columns for side-by-side content, merged cells for headers, and...

Most teams use a fraction of what the Print component of Ultimate Forms can do. The template renders, the PDF downloads, and nobody looks further. This article is the tour of the further. Four techniques that are not on the surface: styling templates with CSS, advanced formatting for precise layouts, batch-printing many records into one run, and...

The shortest path from a SharePoint form to a finished document is a button on the form itself. The user fills in the item, clicks Print, and the PDF downloads. No print preview to open, no template to choose, no separate step to remember. The Print component of Ultimate Forms powers the button, and the setup is two pieces: a print template that...

A signed form that cannot leave SharePoint as a signed document is only half a solution. The approval happened, but the contract you email, print, or archive does not show it. Two components of Ultimate Forms close the loop together. The Signature column captures the signature on the form and binds it to the data. The Print component renders the...

A report that someone has to remember is a report that sometimes does not happen. The better arrangement: the report generates itself on a schedule and arrives in the managers' inboxes, with nobody clicking anything. Ultimate Forms builds this from three configured parts. A print template defines how the report looks. A timer action generates and...

Your SharePoint lists already hold everything a report needs. The project milestones, the inspection results, the quarter's requests. What SharePoint cannot do on its own is present that data as a polished, branded document. The Print component of Ultimate Forms closes that gap. You design a report template once. Every record then renders through...

The Power Platform and Ultimate Forms solve the same problem from opposite directions. Microsoft gives you three products. Power Apps for forms and screens. Power Automate for workflows. Power BI for reporting. Each has its own designer, skill set, and licensing, and someone who can operate all three assembles them into a solution. Ultimate...

SharePoint has no real way to print or generate documents from its lists. Ultimate Forms closes that gap completely. Design a template as an ordinary Microsoft Word document with column tokens like [[Title]]. Any list item then renders through it as a polished Word, PDF, or Excel document. Print it on demand from views and forms. Email it...

Anyone can submit data into your SharePoint, without an account, a login, or any access to your site. External Forms in Ultimate Forms publish any custom form at a unique public URL. Visitors fill it in from anywhere. Their submissions land in your list. Your list stays completely invisible to them. Enabling it takes one click. This guide...

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...

An approval workflow in SharePoint routes an item through review stages until it is approved or rejected. The item can be a request, a document, or an expense. Notifications go out at each step, and a complete record shows who decided what and when. SharePoint provides the foundation: lists, libraries, permissions, and versioning. Ultimate Forms...

The best replacement for retired SharePoint alerts is a dedicated no-code alerting engine such as Ultimate Forms Alerts. It restores everything classic alerts did. It also adds conditional triggers, branded templates, scheduled digests, and reminders. Everything is configured in minutes, without Power Automate. Microsoft retired classic...

Rules are what make a SharePoint form smart. In Ultimate Forms Form Designer there are four kinds. Permission rules decide who sees and edits what. Validation rules decide what data is acceptable. Value rules fill columns in automatically. Style rules change how elements look based on the data. All four share the same visual condition builder. A...