Discover more: insights,
inspiration and expertise

A form built in Ultimate Forms can live in four places: on SharePoint pages, in Microsoft Teams tabs, on a hosted public page with its own URL, and embedded inside your own website. One form, designed once in Form Designer, served wherever its audience is, and the audience can even be the anonymous public, because external forms need no SharePoint...

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...

External users can update their own SharePoint records without accounts, logins, or any access to your list. The mechanism in Ultimate Forms is the personal edit link: each item carries an unguessable unique ID, the Edit form's external URL combines it with the form's own ID, and an alert emails each submitter their link automatically. The visitor...

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...

One action answers every "how much, how many, across which items" question a SharePoint process asks. The Calculate Summary action in Ultimate Forms aggregates items in any list, sum, count, average, minimum, maximum, over exactly the items your filters select, and then does one of two things with the answer: writes it into a column on the current...

Most SharePoint business processes do not need a workflow engine. A form with tabs for stages, permission rules controlling who edits what and when, dynamic rules maintaining the status, and a handful of actions for the side effects implements the same request, review, and approval logic with far less to build, nothing to deploy, and a result the...

Images in SharePoint can process themselves. The Edit Images action in Ultimate Forms performs thirteen image operations automatically, resize, crop, rotate, watermark, logo embedding, background replacement, and more, on list item attachments and library images, triggered by events, schedules, or buttons, with the result replacing the original,...

SharePoint content can translate itself as it moves. The Copy List Items action in Ultimate Forms carries built-in automatic translation: as it copies items or documents to their destination, it translates text column values, and for document libraries the documents themselves, Word, Excel, PowerPoint, and PDF, into the target language, powered by...

Attachments can graduate. The Manage Attachments action in Ultimate Forms moves documents between SharePoint's two storage worlds automatically: it copies or moves list item attachments into a document library, filing them into folders, stamping their metadata from the item, and linking them back to the item through a Document Link column, or works...

Reports can generate themselves. In Ultimate Forms, a timer action of the type Print list items takes a print template, renders the list's data into a branded PDF, Word, or Excel document, and emails it to its recipients, every Monday at 8, every morning at 6, whenever the schedule says. The combination of two components, Actions for the timing and...

Every event-driven action in Ultimate Forms makes one quiet choice: run after the item saves, in the background, or run inside the save itself. Asynchronous is the default and right for almost everything, which is exactly why the synchronous option matters: it is the only way to block a bad save before it happens, the double booking, the duplicate,...

Business operations can live where SharePoint users already work: in the list view's command bar. In Ultimate Forms, enabling Manual execution on any action adds it to the Run Actions button, so "Close Ticket," "Engage," or "Flag as Bug" becomes one click on the selected item, or on twenty selected items at once, with no form opened and no code...

A manual action in Ultimate Forms can ask the user a question before it runs. Parameters are typed inputs, text, numbers, dates, choices, lookups, people, defined on the action and collected through a generated form at the moment of execution, then used in the action's settings exactly like column values. The user clicks Reject, a small form asks...

A well-designed SharePoint form does more than simply collect information. It creates a professional experience that reflects your organization's branding while making the form easier to navigate. One of the most effective ways to organize large forms is by using tabs or accordions to group related fields into logical sections. Infowise Ultimate...

Put your lists to work: one new item in a SharePoint list can trigger an entire working environment into existence. In Ultimate Forms, a single project entry can create a review task, set its permissions, register the project in your line-of-business database, provision a project site from a template, seed that site with a task, write the new...

An action group in Ultimate Forms runs several actions as one unit: one trigger, one set of conditions, one click for the user, and the attached actions execute in your chosen order, with the option to halt the sequence the moment one fails. It is the orchestration layer of the actions engine, and the one that keeps multi-step automation readable:...