Creating a site from a Business Solution Template

Infowise Business Solution Templates allow you to deploy fully functional SharePoint sites with ready-to-use lists, forms, actions, alerts, and logic — all in just a few clicks. Whether you're setting up a CRM system, an HR tracker, or a support desk, templates save you hours of manual configuration.

This tutorial will walk you through the process of creating a new SharePoint site from one of Infowise’s solution templates. You’ll learn how to select a template, set up your site, and verify that everything is correctly installed.

Instructions

Prerequisites

You will need to make a decision about the site's location before you begin. Since you can create a new site as a subsite to your current location or apply a solution template to an existing site, where you create it from is important.

In this example, we’ll create a subsite under an existing site.

Step 1: Access Infowise Solution Templates

1. Open Design
2. Navigate to Solution Catalog → Infowise Solutions
3. Browse or search for a template that fits your use case
4. Click on the template to view details
5. Select Create new SharePoint site under current site to begin

NOTE: If you chose Modify current site, it will remove and replace all existing site content. It’s recommended that you do this only on a brand-new and empty site to avoid losing your work. However, the site name will not change.

Step 2: Fill Out Site Information

1. Modify the name of the site as desired. As you type,
2. The URL will change to match automatically.
3. Click Install when ready.
4. After you click Install, the deployment process will begin. There will be a log that generates during the process so that you can see progress; typically, this takes approximately five minutes.
5. When the process is complete, you will get a success message. Click Close to close the log window and continue.
6. Your new site will open automatically; you will also receive an email confirming site creation.

Summary

Using a Business Solution Template is the fastest way to set up a complete, working SharePoint application with no coding. Infowise Ultimate Forms gives you powerful tools to customize, automate, and expand your site once it’s live.

You can either provision a new site from the Infowise website or apply a template directly inside your SharePoint list using Design → Solution Catalog → Infowise Solutions.