Discover more: insights,
inspiration and expertise

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...

Why Application Integration Matters Today, most organizations use multiple tools — from CRM systems and email services to external APIs and databases. These tools often need to share data: maybe when something happens in one system, another needs to update, or you want to centralize information. REST (Representational State Transfer) is the...

Timer-Based Alerts: Stay Ahead with Automated Reminders In many business processes, timing matters just as much as content. You might need to remind someone in advance of a deadline, follow up repeatedly until a task is completed, or trigger an action when a date arrives. Standard event-based alerts (like “item added” or “item modified”) are...

1. The Evolution of Action Triggers in SharePoint Historically, workflow automation in SharePoint forms and lists was event-driven. Triggers would fire after an item was created or modified, or on a timed basis—for example, one year after record creation. This setup, while useful, often lacked flexibility in interactive workflows. Users...

1. Introduction: From Static Permissions to Dynamic Control In traditional SharePoint forms, permissions are static: once loaded, tabs, columns, and sections stay in place until a form is resaved. Infowise Ultimate Forms, however, transforms this model by offering dynamic permissions—adapting in real time to user input, role, or form state. This...

1. Introduction: Why Summary Columns Matter Managing consolidated metrics—like total costs, average scores, or record counts—across related SharePoint items has traditionally meant exporting data, juggling spreadsheets, or custom coding. Infowise Ultimate Forms demolishes that wall with its Associated Items Summary column. This no-code solution...

In modern SharePoint environments, delivering secure, responsive, and context-aware forms is critical for enabling efficient digital workflows. Whether you're managing HR approvals, financial requests, or multi-step business processes, not every user should see or interact with every column. That’s where column-level permissions come into play....

Revolutionizing Form Portability Creating custom modern SharePoint forms with rich layout, dynamic rules, permissions, and automation logic is a powerful and flexible capability. But traditionally, keeping these capabilities consistent across environments has required rebuilding them from scratch. That changed with the introduction of the Export...

Why Camera Integration Matters in Modern Forms Capturing images directly within SharePoint forms addresses a common real-world need. Whether for quality inspections, equipment checks, field reporting, or visual documentation. The traditional alternative—taking a photo, saving it, switching contexts, uploading manually—introduces friction,...

Overview: Why Electronic Signatures Matter in SharePoint In many business processes (especially in regulated industries like healthcare, finance, and manufacturing) it’s not enough to have a user fill out a form. You need traceability, accountability, and assurances that the right person signed off on specific data at a particular time. While...

Introduction: Enhancing SharePoint’s Lookup Columns Lookup columns in SharePoint are incredibly useful. They allow you to maintain key data (like suppliers, contacts, or products) in one centralized location. You can then reference it in multiple lists. It’s a core architectural pattern that ensures consistency, avoids duplicate data, and helps...

Introduction: From Manual Routines to Intelligent Automation SharePoint workflows and scheduled tasks often require custom code or complex setups. Manual processes, like generating reports or enforcing overdue status updates, can slow teams down. Then there’s the challenge of printing SharePoint lists: awkward formatting, manual copy-paste to...

The Problem: Unstructured Data Doesn’t Belong in SharePoint Effectively managing information from external sources, such as emails or databases, can feel like patchwork. Manually copying content from emails into SharePoint, or reimporting data from SQL, is repetitive, error-prone, and time-consuming. Built-in SharePoint tools offer limited...

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...

The Challenge of Alert Overload If you're managing a busy SharePoint environment, you've likely faced this problem: too many notifications churning through your inbox. Each time someone adds, modifies, or deletes an item (or when date-based triggers fire) you receive separate emails. Pretty soon, it turns into noise, and alerts start being...