Meet external data connections
Vladi Gubler
Vladi Gubler
July 09, 2020 | Products


If you've used our Modern forms before, you know how powerful, yet easy-to-use they are. The sophisticated, responsive forms allow precise control over layout and look & feel, as well as advanced permissions and rules. Basically, you are able to implement a great deal of your business directly in the form, without much need for any backend workflows.

Until now, the forms have been closely tied to the underlying SharePoint infrastructure. You could only create a form based on a SharePoint list or document library and the data could only go into that list/library. That is, until we figured you might want to leverage the forms to interact with data in other applications as well, making them the most versatile tool in your organization.

This is way we added External data connections to Ultimate Forms. Using these connections, you can set up a form that submits data into a variety of other, non-SharePoint applications, as well as host those forms inside and outside of SharePoint. And, because we preserve the same familiar user interface, it's going to be easy and intuitive for both form developers and users.

As our first step, we've developed the ability to configure data connections and forms that submit new items. The ability to view and edit existing items is coming.

Connection types

External data connections support a wide variety of data sources and protocols:

  • Databases: Microsoft SQL, Oracle and MySql
  • Web services: SOAP and REST
  • Documents: you can generate or update Word and Excel documents, as well as comma and tab delimited file, and upload them to SharePoint or to FTP
  • Email - you can send form data as an email (Exchange Online, Exchange on-premises and SMTP protocols are supported)


The forms themselves have no knowledge of how to connect to your database or email server, that information is safely stored on our servers. The form submits to our servers only, which will then verify that the submission is coming from a human (no bots allowed!) and from a authorized URL.

Connection settings

The actual connection settings depend on the connection type you decided to use. For instance, when using SQL server, you specify the .NET connection string (if you're not sure, refer to this site: Once entered, click on Connect and select one of the DB tables. The table columns are then shown and you can perform additional configurations on them, such as defining the column format (for example, you might want to display a text column as a choice of values instead of free form entry).

Once you're done, save your settings, then click on Design form to be taken into Form Designer to visually design your form.

Form design

We are using the same Form Designer you are already familiar with, with some minor changes. For example, you cannot select the content type for the form (because, well, there are no content type outside of SharePoint). But in general, the experience will be almost exactly the same.

Publish your form

The form can be hosted in one of 3 ways (or all of them together):

  1. In a web part on a web part page in SharePoint
  2. Embedded on your own page (say your external web site)
  3. Hosted on our page
  4. NEW! On Microsoft Teams tabs

If you chose option 1 or 2, make sure to include the page URLs within Allowed internal page addresses under Access control of the connection. It ensures that the form author maintains complete control over where her form is going to be used. 

For option #3, you need to allow access for anonymous external users, also under Access control. Once the connection is saved and assigned a unique ID, you will be able to copy the form URL there as well.

Form web part

You can place the form on any web part page by including Infowise Form web part. In the web part settings, specify the connection ID that you copied from the settings page. Again, don't forget to include the page URL under Allowed internal page addresses, otherwise it won't load.

External data connection allow you to provide modern and easy-to-use form interface for a variety of data stores, programming interfaces and applications that do not currently have such an interface, thereby leveraging your existing toolset and improving user experience.

We will be happy to receive your feedback on this brand new feature!



Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to to open a support ticket.


Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!


Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

Related Topics

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our solution templates
  • Site provisioned instantly
  • Automatically removed after 30 days
  • Available to everyone!


There was an error processing your request.
Please contact us for further details.


Install in your own environment, on Microsoft 365 and on premises
  • Start working with real users and data
  • Install online or on premises
  • Register for 30 day trial
  • Seemlessly convert to paid license
  • Requires administrator permissions


Download link has been emailed to .
If you do not receive it within 5 minutes, please check your spam.
The link is valid for 72 hours.
If you are having problems, please contact us.


There was an error processing your request.
Please contact us for further details.
Technical details:

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.