UltimateForms: Forms

Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, Wizard mode, custom input validation, view permissions and much more.
Your SharePoint is already an almost perfect platform for running most business applications you will ever need. UltimateForms: Forms, a component of UltimateForms helps you fill the remaining gaps to make it truly great!
  • Design your SharePoint form using tabbed interface, apply permissions to tabs and use them as stages of your business process
  • Or set permissions for individual columns, according to conditions and current user identity
  • Set permissions on list views, set different default views for different users
  • Optionally apply column/tab permissions on the fly when changing values of other columns on the form
  • Advanced input validation rules, applied according to conditions and current user identity
  • Set initial column values for new items, even set different values for different users
  • Notify about progress with Alerts
  • No tools required, configuration done directly in list settings
  • No need for coding, no drag'n'drop and no design surfaces
  • Changes to the form are applied as you save, no need to deploy
  • The original list form is always used, it is not modified or replaced by any custom form
  • Your settings are always preserved when you use site or list templates
For walkthrough on configuring a sample business process, read our blog post

Why choose UltimateForms: Forms?

  1. SharePoint is the #1 tool for electronic forms, but it has its limitations. Smart List Pro provides capabilities previously only available in InfoPath or custom solutions.
  2. Seamless integration with SharePoint empowers every user to create advanced forms using nothing but a web browser.
  3. Maintain your Forms settings when backing, restoring, exporting or saving your lists as templates.
  4. Need to be notified when it's your turn to update an item? Check out UltimateForms: Alerts and see how it integrates with tab permissions to help you build full-featured systems!

Forms creation is real simple and goes hand in hand with the built-in capabilities of SharePoint. UltimateForms: Forms extends SharePoint lists with a multitude of new cool features: tabbed views with permissions, advanced column permissions, view permissions, default values, advanced field validation and more, completely covering the needs of over 80% of all forms you will ever need.

UltimateForms: Forms is very simple to use, so forms are easy to create, maintain and use for users with basic SharePoint skills.

  • Create complex workflow using simple list items, turning on and off visibility of columns according to the workflow status
  • Break down complex metadata forms into topics
  • Store sensitive metadata with the item and hide it from unauthorized users
  • Save time on data entry with smart default values

Blog

Features

Feature Image Our Product SharePoint Native
Show columns in tabs   Included  
Theming support for Tabs   Included  
Show columns in groups   Included  
Assign permissions to tabs/groups caption   Included  
Specify default tab for every user caption   Included  
Dynamically set column values based on conditions and other columns caption   Included  
Columns hidden or read-only based on current user identity   Included  
Columns hidden or read-only based on columns values caption   Included  
Columns hidden or read-only based on current form type   Included  
Attachments permissions based on current user identity   Included  
Dynamically applied column/tab permissions caption   Included  
Default values for any column caption   Included  
Set default values via query string parameters caption   Included  
Customize form layout without SharePoint Designer or InfoPath   Included  
Permissions on list views   Included  
Create business processes and multi-stage input forms using SharePoint alone caption   Included  
Seamlessly package list settings within site and list templates caption   Included  
Multiple look and feel Themes caption   Included  
Wizard-driven multi-step form filling caption   Included  
Add descriptions to tabs and groups caption   Included  
Mobile tabs for users on the go caption   Included  
Works with Smart Alert Pro to send notifications when tab permission conditions apply caption   Included  
Localized into English, French, German, Swedish, Russian, Persian, Czech and Spanish caption   Included  
Note: unless specifically stated otherwise, all products require only SharePoint 2013 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
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Version Release Date Changes
2.8.6 01-Dec-2022
  • Added: All resources for Modern forms and Design settings are loaded from local servers
  • Added: Multiple choice columns can optionally be displayed as check boxes
  • Added: Additional context menu options for Associated items
  • Fixed: Applying permission rules for users in Lookup column
  • Fixed: Changing display type of Color choice field
  • Fixed: Editing fields in Grid mode
  • Fixed: Executing Actions with parameters from a Modern form
2.8.5 11-Oct-2022
  • Added: Thank you pages
  • Hiding unneeded ribbon in dialogs
  • Fixed: Tab alignment in RTL sites
2.8.4 02-Oct-2022
  • Added: Enhanced term picker
  • Added: Upload images for Image field type
  • Fixed: Tab navigation using buttons takes hidden tabs into account
  • Fixed: Anonymous access to modern Forms
2.8.3 11-Sep-2022
  • Added: support for embedding YouTube videos
  • Added: size slider for buttons
  • Added: improved choice field editor
  • Added: option to hide field label
  • Added: new banner images
  • Added: configurable spacing in button bars
  • Fixed: Updating Associated item Parent link column value
2.8.2 24-Aug-2022
  • Added: Additional themes for containers
  • Added: Text alignment for headers
  • Added: Copy feature for form controls
2.8.1 21-Aug-2022
  • Added: Type labels directly on design canvas
  • Fixed: Support special characters in list title on Design page
2.8.0 15-Aug-2022
  • Added: Upload and Link files in Rich text fields
  • Added: Progress bar Theme
  • Improved Icon picker
  • Added: Placeholder value for Text columns
  • Added: Option to view Indicator columns on New and Edit Forms
  • Fixed: Preventing of saving an item with wrong password in Signature column
  • Fixed: Action buttons on Save and Edit
  • Improved error handling for invalid date values
  • Fixed: Dynamic recalculation of Indicator values in Associated items columns
  • Fixed: Grid editing of Numeric columns in display form
  • Fixed: Line break in Multiple-line fields
2.7.0 13-Jul-2022
  • Added: Alert registration from Forms
Although this feature can be purchased and installed separately, we highly recommend always installing the complete UltimateForms suite. It will ensure you are not limited in any way when implementing your business solutions and achieve the best possible result.
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