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Save on development time by automating advanced business solutions using just your browser. Implement advanced business logic using a wide variety of advanced fully-configurable actions.
Automating business processes has never been easier, instead of writing code-based workflows or custom event receivers using Visual Studio, you accomplish what you need in minutes using just the browser.
| Common Business Task | Details | Done in |
|---|---|---|
| Project initiation workflow, includes creating project site, generating tasks, registering in external DB and assigning manager review | Read more | 10 minutes |
| Generate a predefined set of initial tasks whenever a project is created | Read more | 12 minutes |
| Create and update users in Active Directory | Read more | 7 minutes |
| Prevent double-booking of resources | Read more | 2 minutes |
Automatically run actions on any event (items added, modified, moved, checked in/out or deleted), manually through ribbon buttons or according to a timer.
Some of the most useful action types include:
- Create, update or delete list items/documents in any list of any site
- Copy items/documents between any locations
- Format, convert to PDF and email list items/document
- Create new lists and sites
- Run stored procedure in database of any type (MS-SQL, Oracle, OLE DB or ODBC)
- Call external applications
- Manage permissions of sites, lists, folders and items
- Interact with Active Directory, Exchange or Teams
- Calculate summary of items
- 100% browser-based, no tools required
- No programming knowledge or experience required, completely rule based
- Without the additional complexity of traditional workflow solutions
- Create timer-based actions running according to date column value or on a daily, weekly or monthly basis
- Manual execution option with parameters
- Optionally allow user to perform actions with elevated permission level (such as managing permissions)
Features
| UltimateForms | SharePoint Native | |
|---|---|---|
| 21 different action types to choose from, including creation of item, lists, sites, management of permissions, etc. | ✓ |
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| Supports calling web services and DB stored procedures | ✓ |
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| Perform actions when item is saved/created | ✓ |
✓
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| Perform actions when item is deleted | ✓ |
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| Perform actions when attachments are added/deleted | ✓ |
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| Perform actions when document is checked out/checked in | ✓ |
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| Perform actions when file is moved | ✓ |
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| Perform actions based on a timer | ✓ |
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| Perform actions at preset intervals | ✓ |
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| Define actions using browser only | ✓ |
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| Optionally define actions as columns to be executed by click | ✓ |
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| Choose site or list dynamically at run-time | ✓ |
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| Conditional execution of actions | ✓ |
✓
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| Synchronous and asynchronous execution with optional cancellation | ✓ |
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| Action history accessible from views with a click | ✓ |
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| Notify action owner by e-mail in case of failures | ✓ |
Screenshots
