2026-07-14 Infowise Ultimate Forms Infowise Ultimate Forms Unified installer for all the features. Use this installer for all future updates. Infowise Ultimate Forms infowise_logo_48.png logo.png Infowise Ultimate Forms v4.7.5.exe documentation/index/6 2026-06-18 Forms Infowise Smart List Pro CustomListResources.resx Create Dynamic Modern Forms Instantly turn your SharePoint lists into full-fledged applications using advanced dynamic forms. Ultimate Forms: Forms lets you bring your SharePoint forms to a new level of sophistication!

Design

  • Simple drag'n'drop design interface, accessible directly from your lists
  • Design great looking forms with a combination of tabs, columns, headers, buttons and many other elements
  • Select from a variety of themes or create your own unique look

Permissions

  • Apply permissions to any element - tab, container, button or column
  • Permissions can use condition and can be specific to users or groups
  • Permissions are applied dynamically, as you change form values

Rules

  • Use dynamic rules to automatically set column values in real time
  • Values can be set based on other column values, using functions and calculations
  • Apply rules conditionally, on specific form types and for specific users

Validation

  • Ensure only valid values are submitted
  • Rules are applied conditionally, based on column values and/or for specific users
  • Validate according to built-in or column patterns

External Forms

  • Expose your form to the outside world in a secure way
  • Allow your customers or business partners fill out SharePoint forms without granting accessing to your SharePoint
  • Embed on your external website and create great looking public-facing forms in no time
  • Only supported on Microsoft 365
 products/images/big/smart_list_big.jpg products/images/small/smart_list_small.jpg documentation/?Product=SmartListPro 2015-12-14 Forms Infowise Smart List Pro App Create Dynamic Modern Forms Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, custom input validation, default values, styling, view permissions and much more. Works both on premises and in the cloud. Your SharePoint is already an almost perfect platform for running most business applications you will ever need. Ultimate Forms: Forms 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
  • 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

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

Ultimate Forms: Forms is very simple to use, so forms are easy to create, maintain and use for users with basic SharePoint skills. products/images/big/smart_list_big.jpg products/images/small/smart_list_small.jpg Infowise Smart List Pro.app documentation/?Product=SmartListPro
  • 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
 2026-07-07 Actions Infowise Smart Action Pro IWSmartActionPro.resx Automation The Easy Way 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. Ultimate Forms: Actions allows you to implement advanced solutions previously only feasible using workflows. You can now define and execute multiple actions of 16 different types, ranging from updating list items or external databases to creating sites and managing permissions. Actions are then executed automatically, manually or based on a timer.

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: What makes Actions more powerful, yet easier to use than traditional workflows? products/images/big/smart_action_pro_bg.jpg products/images/small/smart_action_pro_sm.jpg documentation/?Product=SmartActionPro
  • Integrate SharePoint closely with your other line-of-business systems by letting SharePoint update external data
  • Give your users more power to build sophisticated SharePoint-based application using just the browser
  • Accomplish tasks previously only available in custom workflows without any tools or programming
  • Extend the abilities of any list by adding custom action buttons to the ribbon
 2015-04-07 Actions Infowise Smart Action Pro Automation The Easy Way 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. Designed for Microsoft 365. Ultimate Forms: Actions allows you to implement advanced solutions previously only feasible using workflows. You can now define and execute multiple actions of 14 different types, ranging from updating list items or external databases to creating sites and managing permissions. Actions are then executed automatically, manually or based on a timer.

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.

œUsing Actions has allowed us to directly create solutions that generally require custom coding. The ability to allow site owners to create their own business process/workflows enables us to deliver solutions in a much more timely fashion. Thanks.
-- Bill Dewey, Seattle Goodwill

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
Generate and send PDF file of sales totals automatically on a weekly basis Read more 7 minutes
Convert support tickets into KB articles with one click Read more 4 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. A wide selection of different types of actions is available: What makes Actions more powerful, yet easier to use than traditional workflows?

Define parameters for each action using your current item's values and advanced functions. You also can specify conditions when to run each action (e.g. when Status changes to Completed).

products/images/big/smart_action_pro_bg.jpg products/images/small/smart_action_pro_sm.jpg documentation/?Product=SmartActionPro Infowise Smart Action Pro.app
  • Integrate SharePoint closely with your other line-of-business systems by letting SharePoint update external data
  • Give your users more power to build sophisticated SharePoint-based application using just the browser
  • Accomplish tasks previously only available in custom workflows without any tools or programming
  • Extend the abilities of any list by adding custom action buttons to the ribbon
 2026-06-14 Alerts Infowise Smart Alert Pro Infowise.SmartAlertPro.resx Email Alerts That Really Work Take the good old alerts to a new level, with conditions, timed notifications, user-defined mail templates and much more. Define precisely what you want to be notified of and when, without flooding your inbox with useless messages. You are in charge what to receive in your inbox. No longer settle for catch-all alerts and fill your mailbox with junk, let Alerts send you only the alerts you need, the ones that fit your conditions, in the format that is the easiest for you to use. Ultimate Forms: Alerts is a complete alert and notification solution for SharePoint and beyond.
  • Alerts when item is added/modified/deleted/checked-in/checked-out or according to date
  • Specify multiple conditions for alerts
  • Integrate with Forms to add notifications to your forms
  • Create your own reusable email notification templates and share them with other users
  • Create alerts for any user, group or distribution list, both internal or external
  • Summary mode - send a summary of all changes and notification as a single concise email message
  • Attach files and documents to alerts, also generate and attach vCard and iCalendar files for importing events and contacts
  • Send alert as SMS
  • Add action buttons directly to the email message
  • Postpone alerts generated outside business hours
  • Embedded images for sending alerts to outside recipients
  • Complete integration in the user interface
  • Administrative settings allow you to fine-tune capabilities for the needs of your organization
products/images/big/alert.jpg products/images/small/alert_sm.jpg Now you can receive notifications exactly when you want them, with precise control over the conditions documentation/?Product=SmartAlertPro 2014-11-28 Alerts Infowise Smart Alert Pro App Email Alerts That Really Work Take the good old alerts to a new level, with conditions, timed notifications, user-defined mail templates and much more. Define precisely what you want to be notified of and when, without flooding your inbox with useless messages. Designed for Microsoft 365. You are in charge what to receive in your inbox. No longer settle for catch-all alerts and fill your mailbox with junk, let Alerts send you only the alerts you need, the ones that fit your conditions, in the format that is the easiest for you to use. Ultimate Forms: Alerts is a complete alert and notification solution for Microsoft 365.
  • Alerts when item is added/modified/deleted/checked-in/checked-out or according to date
  • Specify multiple conditions for alerts
  • Create your own reusable email notification templates and share them with other users
  • Create alerts for any recipient or group, both internal and external
  • Summary mode - send a summary of all changes and notification as a single concise email message
  • Attach files and documents to alerts, also generate and attach vCard and iCalendar files for importing events and contacts
  • Postpone alerts generated outside business hours
  • Embedded images for sending alerts to outside recipients
  • Complete integration in the user interface
  • Not a web part, you do not need to manually add it to any pages
Read this blog post to find out how you can create your own marketing drip campaigns using Alerts!
 products/images/big/alert.jpg products/images/small/alert_sm.jpg Infowise Smart Alert Pro.app Now you can receive notifications exactly when you want them, with precise control over the conditions documentation/?Product=SmartAlertPro 2026-06-14 Associated Items Infowise Associated Tasks Field IWAssociatedField.resx Repeating Sections in Forms Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot. Ultimate Forms: Associated Items column brings database-like relationships into your forms.
  • Display a fully-functional list of related items directly on parent item's forms, similar to repeating sections in InfoPath
  • Create new related items directly from the new/edit/display form of the parent item
  • Use summary columns to automatically generate summary values of your related items (e.g count, sum, average, concatenate)
  • Track and managed associated items directly from the parent item using a full-featured context menu
  • Sorting, paging and view selection of related items
  • Perform bulk actions on all related items with a click of the mouse
  • Works with all content types
  • Special content types and list template included, so you can start straight away

Add and manage related items or documents for any list item or document. Both same site and cross-site relationships are supported.

The associated items appear in a view of your choosing, complete with sorting, paging and full-featured context menu. You can create and edit related items directly from within the parent item.

products/images/big/associated_tasks_field_big.jpg products/images/small/associated_tasks_field_small.jpg documentation/?Product=ATF
  • Manage reports and events and assign their tasks from one spot
  • View what is holding back an important conference preparations
  • Request feedback or approval on a document while examining its properties
  • Implement Read&Sign regulatory capability in a few minutes
 2015-08-21 Associated Items Infowise Associated Items Column App Repeating Sections in Forms Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot. For Microsoft 365 sites. Ultimate Forms: Associated Items column brings database-like relationships to your forms.
  • Display a fully-functional list of related items directly on parent item's forms, similar to repeating sections in InfoPath
  • Create new related items directly from the new/edit/display form of the parent item
  • Use summary columns to automatically generate summary values of your related items (e.g count, sum, average, concatenate)
  • Track and managed associated items directly from the parent item using a full-featured context menu
  • Sorting, paging and view selection of related items
  • Works with all content types
  • Special content types and list template included, so you can start straight away

Add and manage related items or documents for any list item or document. Both same site and cross-site relationships are supported.
The associated items appear in a view of your choosing, complete with sorting, paging and full-featured context menu. You can create and edit related items directly fromm within the parent item.

Create summary columns to summarize your related items, use count, sum, average, concatenate, etc.

products/images/big/associated_tasks_field_big.jpg products/images/small/associated_tasks_field_small.jpg documentation/?Product=ATF Infowise Associated Items Column.app
  • Easily create complex business solutions, such as invoices or purchase orders
  • Create relationships between lists, such as projects and their tasks
  • Automatically calculate summaries and run validation rules based on these summaries, e.g. prevent closing suppor tickets with open tasks
 2026-06-14 Connected Lookup Infowise Connected Field ConnectedFields_Res.resx Relationships between Lookups Create cascading master-detail relationships between lookup columns in lists and document libraries. Filter city column values by country, it is as easy as it should be! Ultimate Forms: Connected Lookup column helps you take the built-in lookup columns to a new level:
  • Unlimited number of cascading levels - you can chain together as many columns are you like, each parent can have unlimited children and each child can have its own children.
  • Missing values can be added directly, without interfering with your current task
  • Support single-to-single, single-to-multiple, multiple-to-single and multiple-to-multiple relationships.
  • Looks and behaves like the built-in lookup column, no user training required.
  • Operates both as a cascading lookup and as a regular lookup.
  • Optional auto-complete functionality
  • Filter available values interactively and according to a pre-selected SharePoint view.
  • Add addtional linked lookup columns and update their values automatically.
  • Convert to and from built-in lookup columns.
  • Support for site columns and content types - create the master-detail relationship at the root site and reuse it throughout your site collection.
Connected Lookup makes it easier for you to enter data into your lists and document libraries. By creating relationships between columns you limit the number of possible values, preventing input errors. With advanced features like filtering and sorting by view, additional filters, in-place value entry and more, you make your system more intuitive and easier to use. products/images/big/connected_big.jpg products/images/small/connected_small.jpg documentation/?Product=ConnectedField
  • Run the installation file to extract and install the product. You must be a farm administrator to accomplish this task.
  • Create a new list called Product Categories, and fill it with sample data.
  • Create a second list called Products, and add a regular lookup field to Product Categories, name it Category and fill this list with sample data.
  • Create a third list called Sales
  • Add a lookup field to Product Categories, name it Category
  • Add a Master-detail lookup field and define it according to the following:
    • In the lookup section define the field as a lookup to Products.
    • In the Parent Field select the Category field you (the lookup to Product Categories).
    • In Link Column choose the Category(the field that was mapped to Product Category in Products the filtering field in the lookup list).
  • Now add a new item to the list and see that as you choose a value from Category field, the Products field will be filtered accordingly (no page refresh is needed).
  • Create categories and subcategories for your documents across the system
  • In the middle of create an invoice and just realized you are missing the customer? Add it directly from the invoice, without going to a different list and losing your work
  • Save time and errors typing in values
 2015-08-21 Connected Lookup Infowise Connected Field Relationship between Lookups Create cascading master-detail relationships between lookup columns in SharePoint lists and document libraries. Filter city column values by country, it is as easy as it should be! This version works in Microsoft 365 Ultimate Forms: Connected Lookup column is a SharePoint extension that helps you take the built-in lookup columns to a new level:
  • Unlimited number of cascading levels - you can chain together as many columns are you like, each parent can have unlimited children and each child can have its own children.
  • Missing values can be added directly, without interfering with your current task
  • Support single-to-single, single-to-multiple, multiple-to-single and multiple-to-multiple relationships
  • Looks and behaves like the built-in lookup column, no user training required
  • Operates both as a cascading lookup and as a regular lookup
  • Filter available values interactively and according to a pre-selected SharePoint view
  • Add addtional linked lookup columns and update their values automatically
  • Convert to and from built-in lookup columns
  • Editable in Quick Edit views
  • Can be used both on premises and in the cloud, including Microsoft 365
Check out the regular version of Connected Field for SharePoint 2010 and up and take advantage of additional features. The non-app version must be installed as a farm solution and is not compatible with Microsoft 365. Get it here.
Connected Lookup makes it easier for you to enter data into your SharePoint lists and document libraries. By creating relationships between columns you limit the number of possible values, preventing input errors. With advanced features like filtering and sorting by view, additional filters, in-place value entry and more, you make your system more intuitive and easier to use. products/images/big/connected_big.jpg products/images/small/connected_small.jpg Infowise Connected Field.app documentation/?Product=ConnectedFieldApp
  • Create categories and subcategories for your documents across the system
  • In the middle of create an invoice and just realized you are missing the customer? Add it directly from the invoice, without going to a different list and losing your work
  • Save time and errors typing in values
 2026-06-22 Print Infowise Smart Print Pro Infowise.SmartPrintPro.resx Print and Export Your Data Your list item data can now be organized in your own format, printed, converted to PDF/Word/Excel, and emailed with just a single click! Ultimate Forms: Print integrates advanced printing functionality into lists and document libraries.
  • Printer-friendly representation of your lists and items
  • Print, convert to PDF or email directly from your lists
  • Email to any user, internal or external
  • User-defined print templates, so you can specify just the columns you need
  • Add headers, footers, section headings and page breaks
  • Regular and high-contrast themes
  • User-definable PDF page size, margins and orientation
  • Advanced mode template editing for precise layouts
  • Microsoft Word template filling with data from lists
  • Generate fillable PDFs
  • Single and multiple item printing options
  • Complete integration into the user interface
  • Option to utilize 7 types of calendar and Gantt views
  • Prints different types of barcodes and QR codes
  • Automatically select print templates based on item values

When you manage your data inside and outside SharePoint, you often need to generate documents and reports. This used to be a grueling tasks, copying and pasting data to MS Word or Excel, re-formatting and removing unnecessary links

With Ultimate Forms: Print, all you need to do is just click a button. A printer-friendly view is automatically generated and can be printed, exported to a variety of formats or emailed directly, no intervention required.

products/images/big/print.png products/images/small/print.png documentation/?Product=SmartPrintPro
  • Print invoices and purchase orders
  • Print calendars and Gantt views
  • Export data for your customers and suppliers
 2015-02-11 Print Infowise Smart Print Pro App Print and Export Your Data Your SharePoint lists and items can now be printed, converted to PDF or emailed with just one click! For Microsoft 365 sites. Ultimate Forms: Print integrates advanced printing functionality into SharePoint lists and document libraries.
  • Printer-friendly representation of your lists and items
  • Print, convert to PDF or email directly from your lists
  • Email to any user, internal or external
  • User-defined print templates, so you can specify just the columns you need
  • Add headers, footers, section headings and page breaks
  • Use tokens in your headers and footers to enter data automatically
  • Regular and high-contrast themes
  • User-definable PDF page size, margins and orientation
  • Advanced mode template editing for precise layouts
  • Complete integration into SharePoint user interface
  • Print 7 types of calendar and Gantt views
  • Prints different types of barcodes and QR codes
  • Automatically select templates based on item properties
  • Compatible with both Associated Items Column and Color Choice Column so you can create great-looking views!
  • Fully localized into English, French, Spanish and German

When you manage your data inside SharePoint, you sometimes need to print out a purchase request or send report to a supplier. This used to be a grueling tasks, copying and pasting data to MS Word or Excel, re-formatting and removing unnecessary links

With Ultimate Forms: Print, all you need to do is just click a button. A printer-friendly view is automatically generated and can be printed, exported to PDF or emailed directly, no intervention required.

products/images/big/print.png products/images/small/print.png Infowise Smart Print Pro App.app documentation/?Product=SmartPrintPro
  • Build your application using SharePoint
  • Print invoices and purchase orders
  • Print calendars and Gantt views
  • Export data for your customers and suppliers
 2026-06-14 Import Infowise Smart Import Pro Infowise.SmartImportPro.resx Import from Emails and Applications Set up automatic import of emails, text messages and database items into various data sources to generate or update list items or documents Ultimate Forms: Import automatically imports emails and data from line-of-business applications into SharePoint, Salesforce and other data sources.
  • Import emails with attachments
  • Import items from and into any database (MS SQL, Oracle, ODBC, MySQL)
  • Import items from any SOAP and REST web services
  • Import items from comma and tab delimited text files
  • Import items from Excel files
  • Import text messages
  • Import into SharePoint, Salesforce and various other data sources
  • Specify you own schedule for imports
  • Specify unlimited import profiles for a single list
  • Use the imported data to generate new items or documents, update existing ones or automatically sync
  • Extract data, such as IDs from any text, e.g. email "Approve item #12" to approve an item with ID 12
  • Extract data from PDF documents
  • Map imported data to list columns the way you want
  • Set conditions on which items to import
  • View import history with a click

When you want to initiate a business process based on information coming from an email or from a line-of-business application, you need to get that information into your data source first. Unfortunately, built-in tools are either missing or too cubersome and limited. Importing data from databases requires external tools or custom development

With Import, you can define import profile using just your browser. Create a new profile, set up a schedule, point it to a mail account or a database and decide what you want to do with the incoming data (create new items, just the way you want them or update existing items, you can even extract the ID of the item to update from any text fields, such as email subject line). That's it, your import profile is ready to start working, no hassle.

products/images/big/smartimportpro.png products/images/small/smartimportpro-sm.png documentation/?Product=SmartImportPro
  • Generate service requests based on email messages
  • Start your business processes based on SQL triggers and data
 2015-05-11 Import Infowise Smart Import Pro App Import from Emails and Applications Set up automatic import of emails and database items into any SharePoint list or library to generate or update list items or documents. Works in Microsoft 365. Ultimate Forms: Import automatically imports emails and data from line-of-business applications into SharePoint lists and document libraries.
  • Import emails with attachments
  • Import items from any database (MS SQL, Oracle, OLE DB, ODBC)
  • Import items from any SOAP and REST web services
  • Import items from comma and tab delimited text files
  • Import into any list, wiki library or document library
  • Specify you own schedule for imports
  • Specify unlimited import profiles for a single list
  • Use the imported data to generate new list items, wiki pages or document, update existing ones or automatically sync lists
  • Extract data, such as IDs from any text, e.g. email "Approve item #12" to approve an item with ID 12
  • Map imported data to list columns the way you want
  • Set conditions on which items to import
  • View import history with a click
Read our blog entry for step-by-step instructions on how to build the service center business application.

When you want to initiate a business process based on information coming from an email or from a line-of-business application, you need to get that information into a SharePoint list first. Unfortunately, the incoming email feature of SharePoint is cubersome and limited and will only work with document libraries and discussion boards. Importing data from databases requires external tools or custom development

With Import, you can define import profile using just your browser. Create a new profile, set up a schedule, point it to a mail account or a database and decide what you want to do with the incoming data (create new items, just the way you want them or update existing items, you can even extract the ID of the item to update from any text fields, such as email subject line). That's it, your import profile is ready to start working, no hassle.

products/images/big/smartimportpro.png products/images/small/smartimportpro-sm.png Infowise Smart Import Pro.app documentation/?Product=SmartImportPro
  • Generate service requests based on email messages
  • Start your business processes based on SQL triggers and data
 2026-06-14 Signature Infowise Signature Field SignatureFieldResources.resx Sign SharePoint Forms Need to create a regulatory-approved system based on SharePoint? Now you can! Make sure your users sign what they submit. Unless the data is changed, the signature clearly demonstrates its validity. Ultimate Forms: Signature column allows you to electronicly sign data in SharePoint lists and easily detect changes.
  • Works with any number of columns in a list/document library
  • Sign through entry of user name and password
  • Sign using touchscreens and mobile devices
  • Sign with optional signature pad enabling hand-written signatures
  • Checks user identity on data entry, does not rely on the identity of the currently logged on user. This allows you to work in kiosk mode, e.g. on manufacturing floors
  • Visual notification of valid/invalid signature
  • Real-time validation of signatures
  • Sign both list properties and document content
  • Encrypted hash value of signed column values at the moment of signing to prevent any tempering
  • Signature includes user name, time of signing and item version
One or more list columns can be set to be signed by the Signature column. As long as the signed values are not changed, the Signature column displays a valid icon. If one of the values is changed by any user, the column displays a warning that the signature is no longer valid. The signature column contains an encrypted value of signed columns to make sure no tempering with the signature is possible. products/images/big/Big-signature.jpg products/images/small/small-signature.jpg documentation/?Product=SignatureField
  • Base your regulatory compliant system on simple SharePoint lists, saving money and effort.
 2026-06-14 External data lookup Infowise LoB Item Link Field IWLoBItemLinkField.resx Reference External Applications Easy-to-use lookup into a database or web service-driven line-of-business application to be linked to any document or list item. No need to define connections using BDC or External List settings, all is done using just your browser. Ultimate Forms: External data lookup column links items from line-of-business application to SharePoint items.
  • Natively supports all kinds of database connections - MS SQL, Oracle, OLE DB and ODBC
  • Supports SOAP-based and REST-based web services
  • Supports data connections configured in Ultimate Forms
  • Show multiple fields from the external system
  • Save external item fields in one column or split across multiple columns
  • Filter external items according to column values of current item
  • Save external item data within the SharePoint item as appears at the time of retrieval
  • Easier to set up than external lists or BDC

External data lookup column fetches your data directly from an external data source, such as database or web service. You specify the connection and the fields you want to extract and the field will do the rest.

You can select from a dropdown of possible items or enter manually. The imported item can contain as many additional fields as you like and you can even give simpler display names to those fields.

When the item changes in the LOB system, your SharePoint data is not affected, as long as you do not initiate a data fetch. This way you can be sure your SharePoint items stored the snapshot relevant to the point in time when your SharePoint item was created.

products/images/big/LOB-field_Big.jpg products/images/small/LOB-field_sm.jpg documentation/?Product=LOBField
  • Link you proposal or reports to the actual operational data.
  • Create a snapshot of data in your LOB system for regulatory purposes
  • Maintain just one copy of your data
 2026-06-18 Calendar Infowise Event Calendar Plus iweventcalendar.resx Advanced Color-coded Calendar Just imagine classifying event types by color and even attaching tasks to events? And what about quarterly view or even the whole year? Now you can do all that with Calendar! Ultimate Forms: Calendar displays data from multiple sources as one color-coded calendar.
  • Connects to multiple heterogeneous data sources, including SharePoint lists, Exchange calendars and custom databases
  • Connects to any SharePoint list type
  • Eight different view types are supported, including a Compact View, especially designed for crowded homepages
  • Data source, event category or status can be indicated by color
  • Category color can fill the entire event or show up as just an icon
  • Events can be filtered to show only events belonging to a specific data source and/or category
  • Events can be filtered by SharePoint view
  • New events can be created directly in any data source
  • Private and public Exchange calendar can be shown
  • Custom event title patterns can be defined
  • Additional columns can be shown on mouse-over
  • Associated tasks can be shown graphically and managed directly from the calendar
At the first glance it looks just like the built-in calendar. But when you look just a bit closer, the advantages become apparent. When you need appealing visuals, more data and customizability, you need Ultimate Forms: Calendar! products/images/big/calendar_big.jpg products/images/small/calendar_small.jpg documentation/?Product=EventCalendarPlus
  • Combine all of your events in one central location
  • Assign categories to your events
  • Place a compact calendar on your homepage
  • Show tasks or custom lists as calendars
  • Present your line-of-business data, such as sales figures, on a calendar
  • Track event for the quarter, half-year or even the whole year
 Run the installation package and follow the on-screen instructions. Afterwards, enable site collection feature and place the web part on a page. 2026-06-14 Rollups Infowise Smart Rollup Pro Infowise.SmartRollupPro.resx Many SharePoint Lists in One View Create a fully-functional unified view of items found throughout your site collection, according to specific conditions. Ultimate Forms: Rollups combines information from multiple sources into a single, unified view.
  • Multiple data sources, from a single list to all lists of a certain type
  • Locate lists by base type, list template or even by name
  • Specify template view to defined columns and even filtering
  • Supports full item context menu
  • Supports sorting, filtering, paging and grouping
Specify multiple data sources to retrieve and display items according to filters, then manage the items through fully-functional context menus. products/images/big/rollup.png products/images/small/rollup_small.png documentation/?Product=SmartRollupPro 2026-06-14 Charts Infowise Smart Chart Pro Infowise.SmartChartPro.resx Visualize SharePoint List Data Visualize your SharePoint list data using a wide variety of chart types with fully configurable layout Ultimate Forms: Charts helps you visualize data from SharePoint lists and even offers drill-down capabilities.
  • Show your list data as a configurable chart
  • Select one of various supported chart types
  • Control layout, background colors and borders
  • Summarize your list data by category columns
  • Use more than one data series on a single chart
  • Optionally show values as percentage
  • Optionally show user-defined colors for categories
  • Functions as a filter provider to any web part using web part connections
  • Functions as a filter consumer, displaying chart according to filters
  • Optionally filter presented data by list view
 Visualize and summarize your data in easy-to-understand chart format. You can count, sum-up or calculate the average value for any number of columns. You can even connect it to a list view web part to filter the raw data according to the selected chart category value, e.g. filter out just the tasks that have not been completed by clicking on Open section of the pie chart. products/images/big/chart.png products/images/small/chart_sm.png documentation/?Product=SmartChartPro
  • Visualize your list data
  • Enable drill down from charts into lists
 Run the installation package and follow the on-screen instructions. Afterwards, enable site collection feature and place the web part on a page. 2015-04-20 Charts Infowise Smart Chart Pro App Visualize SharePoint List Data Visualize your SharePoint list data using 30+ chart types with fully configurable layout. Works in Microsoft 365. Ultimate Forms: Charts helps you visualize data from SharePoint lists.
  • Show your list data as a configurable chart
  • Select one of 30+ chart types
  • Control layout, background colors and borders
  • Summarize your list data by category columns
  • Use more than one data series on a single chart
  • Optionally show values as percentage
  • Optionally show user-defined colors for categories
  • Optionally filter presented data by list view
  • Works in Microsoft 365
 Visualize and summarize your data in easy-to-understand chart format. You can count, sum-up or calculate the average value for any number of columns. You can even connect it to Filters web part to dynamically filter represented data to create visually-appealing dashboards. products/images/big/chart.png products/images/small/chart_sm.png Infowise Smart Chart Pro.app documentation/?Product=SmartChartPro 2026-06-14 List Search Infowise List Search IWListSearch.resx Easily Find in SharePoint Lists Easily find items in large lists, using advanced search capabilities, in just seconds. Ultimate Forms: List Search performs complex queries of list and document library data
  • Simple and advanced search interfaces
  • Specify site lists available for search
  • Supports SharePoint native full item context menu
  • Presents all searchable columns on the fly
  • For choice/lookup columns a list of possible values is shown
  • For date columns a date picker is shown
  • Chain up to 5 conditions together, "AND" and "OR" are supported
  • Supports sorting of results in both directions
  • Optional paging of search results
  • Save and re-use query conditions
  • Administrator-created shared presaved query conditions
  • Print search results
  • Export search results to Excel
 Search list items using a selection of simple and advanced search interfaces. Chain together multiple conditions and select the values from a drop-down box instead of typing them in. products/images/big/list_search_big.jpg products/images/small/list_search_small.jpg documentation/?Product=ListSearch 2026-06-14 Filters Infowise Smart Filter Pro IWSFP.resx Dynamic Dashboards Made Easy Create your own customizable filtering panel with multiple types of filters and filter any connected list or web part Provides 8 filter types, as well as cascading filters, so you can easily create interactive dashboards, filter lists and document libraries or provide data to any connectable web part. Ultimate Forms: Filters provides filtering capabilities to connected web part on the page.
  • Adds filtering to SharePoint.
  • Multiple filters can be hosted in one web part.
  • Many different filter types provided, such as:
    1. Text - free text entry.
    2. Number - number/currency, including range validation.
    3. Date - date picker.
    4. Choice - single and multiple selection from a list of values.
    5. Lookup - single and multiple selection of item values from a list located in the current site or any other site in the site collection. Cascading relationships between multiple lookup filter can be easily established.
    6. User/Group - user/group picker.
    7. Form - parameters passed by URL or POST form values.
    8. Current Item - when the web part is placed on publishing page or list form, filters according to properties of the current list item.
  • Interactive and hidden filters can be created.
  • Filter by treeview
  • Create new items and documents based on treeview location
  • Default value can be specified for any filter
  • Horizontal and vertical layouts supported, with automatic row/column breaks.
 products/images/big/filter1_bg.jpg products/images/small/filter1_sm.jpg documentation/?Product=SmartFilterPro Create dashboards, filter lists interactively or using parameters 2026-06-14 Item IDs Infowise Smart ID Pro Infowise.SmartIDPro.resx Unique Item IDs Your Way Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don't settle for what SharePoint can do, make SharePoint do what you need! List administrator can specify multiple rules to generate ID's in one or more column. Each time an items is created and/or updated, the ID is generated and applied to item. You can specify condtition, so that a rule can be applied only when a set of conditions are validated, such as column value or user identity condition. When more than one rule exists, the rule with the most valid condition is applied. Ultimate Forms: Item IDs helps you generate unique item IDs in the exact format you need.
  • Create ID patterns using characters, column values and functions
  • Prevent editing of the ID column
  • Apply patterns according to conditions
  • ID rules are saved as part of list template
  • Assign multiple patterns to the same column, most suitable pattern is applied automatically
  • Turn any text column into ID
  • Works in both document libraries and lists
 products/images/big/barkod_b.jpg products/images/small/barkod_s.jpg documentation/?Product=SmartIDPro Generate custom ID's according to your own specifications and requirements 2014-09-12 Item IDs Infowise Smart ID Pro Infowise.SmartIDPro.resx Unique Item IDs Your Way Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don't settle for what SharePoint can do, make SharePoint do what you need! Works on Microsoft 365 only. List administrator can specify multiple rules to generate ID's in one or more column. Each time an items is created and/or updated, the ID is generated and applied to item. You can specify condtition, so that a rule can be applied only when a set of conditions are validated, such as column value or user identity condition. When more than one rule exists, the rule with the most valid condition is applied. Ultimate Forms: Item IDs helps you generate unique item IDs in the exact format you need.
  • Create ID patterns using characters, column values and functions
  • Prevent editing of the ID column
  • Apply patterns according to conditions
  • Assign multiple patterns to the same column, most suitable pattern is applied automatically
  • Turn any text column into ID
  • Works in both document libraries and lists
Note: This version requires Microsoft Azure authetication and will not work with Windows authentication. For on-premises installation, use the non-app version. products/images/big/barkod_b.jpg products/images/small/barkod_s.jpg Infowise Smart ID Pro.app documentation/?Product=SmartIDPro Generate custom IDs according to your own specifications and requirements 2026-06-14 Color Choice Infowise Color Field ColorFieldResources.resx Color-coding, Icons, KPIs and More Color Choice and Indicator columns add color-coding, custom icons, KPIs, progress bars and dynamic countdowns to any SharePoint item and view Ultimate Forms: Color Choice column helps you color-code your list items and provides BI indicators.
  • Color Choice and Indicator column types
  • Color-coding for rows, column and choices
  • Icons for choice values
  • Data-driven KPIs
  • Progress bars for numerical and date/time values
  • Dynamic countdown to and from a date
  • Cross-browser support
  • Integrates into regular SharePoint views, no conditional formatting needed
  • Convert to and from regular Choice columns
  • Works with Alerts, Print, Associated Items and List Search
 Enter any number of choice values and assign a color to each of them. Now every item that uses one of the choice value will have the background color changed to that choice's color. products/images/big/color_field_b.jpg products/images/small/color_field_sm.jpg documentation/?Product=ColorField
  • Classify your tasks, proposals or customers.
  • Build dashboards in minutes
  • Add color-coding to existing choice columns
 2015-08-21 Color Choice Infowise Color Field Color-coding, Icons, KPIs and More Ultimate Forms: Color Choice column helps you color-code your list items.
Supports installation on Microsoft 365 sites. Ultimate Forms: Color Choice column helps you color-code your list items and add icons.
  • Color-coding for rows, column and choices
  • Icons for choice values
  • Cross-browser support
  • Integrates into regular SharePoint views, no conditional formatting needed
  • Convert to and from regular Choice columns
  • Color-code your lists without using SharePoint Designer
  • Editable in Quick Edit view
  • Can be installed on premises or in the cloud
 Enter any number of choice values and assign a color to each of them. Now every item that uses one of the choice value will have the background color changed to that choice's color. products/images/big/color_field_b.jpg products/images/small/color_field_sm.jpg Infowise.ColorChoiceField.app documentation/?Product=ColorChoiceApp
  • Classify your tasks, proposals or customers.
  • Build dashboards in minutes
  • Add color-coding to existing choice columns
 2026-07-14 User Property Infowise User Property Field IWUserPropertyField.resx Prefill Forms with User Properties Streamline SharePoint form data entering by automatically filling out your name, phone number or any other property already in the system Ultimate Forms: User Property column simplifies data entry by automatically filling in data from the user profile.
  • Extracts information from both Active Directory and SharePoint Profile properties
  • Optionally allow users to manually modify the data
  • Retrieves current user details by default, can look up any user's details on demand
  • Push updates from main column to related columns
  • Define any template, mix and match different properties and labels
 Imports current user data from the SharePoint profile or Active Directory into a SharePoint item during the item's creation, so you can to set up your SharePoint list to auto-populate user information. The information can optionally be overwritten manually and even entered into multiple related fields. products/images/big/User-Property-Field_b.jpg products/images/small/User-Property-Field_s.jpg documentation/?Product=UserPropertyField Add current user properties, such as email or phone number to electronic forms without making the user type in the data manually. 2026-04-12 Counter Infowise Counter Visual summary of list data Display visual summary of list data as striking colorful counters Ultimate Forms: Counter web part helps you create visually striking and easy-to-use dashboards based on your list data.
  • Display multiple counters together
  • A counter can count and summarize column values in list items
  • Works on all or filtered items, according to conditions
  • Display trends with a positive or negative indicator
  • Display values as percentage of the whole
  • Support for multiple languages and translations
Select a list, then add one or more counters. Each counter can be based on a different value column, have a different color scheme and include its own conditions. products/images/big/color_field_b.jpg products/images/small/color_field_sm.jpg documentation/?Product=Counter 2026-06-14 Document Link Infowise Document Link Field DocumentLinkField_Res.resx Upload or Link Related Documents Link to one or more new or existing documents from within an item or a document. Linked documents can be shared between items and managed using full SharePoint document library capabilities Ultimate Forms: Document Link column adds the following great features to your SharePoint:
  • Link items to documents located in the same library, same site or same site collection
  • Display direct links to linked documents in list views
  • Displays document picker for selecting an existing document within the current site collection
  • Upload a document directly from the column
  • Link different documents to different parts of the form, e.g. separate employee's links from manager's links
  • Specify minimum and/or maximum number of documents
  • Optionally specify allowed extensions
  • Unlike SharePoint attachments, provide a meaningful title to linked documents
  • Unlike SharePoint attachments, linked documents are managed in a full-featured document library
 Upload or link documents of specific type to a specific location within the parent item, instead of just adding them together to item attachments. Create attachments for a document, not just list item. products/images/big/link_field_big.jpg products/images/small/link_field_small.jpg documentation/?Product=DocumentLinkField
  • Link your contract document to the price proposal
  • Provide different instructions and procedures at different stages of form's lifecycle
 2026-06-14 Voting Infowise Voting Field VotingField_Res.resx Vote for SharePoint Items Know what your users think of the information you publish. Add voting capability to any list or document library and even allow feedback and discussions. Ultimate Forms: Voting column adds voting capabilities to any list item or document.
  • Vote for items or documents directly from views
  • Voting enabled even for readers
  • Optionally add comments and start discussions
  • Single and multiple votes for each user possible
  • Sort by vote ranking
  • Number of votes and percentage displayed
  • Optionally specify users allowed to vote
Ultimate Forms: Voting column adds voting buttons to any item. Authorized users will be able to vote in favor or against the item. They also will be able to write their opinion and add feedback. products/images/big/voting_big.jpg products/images/small/voting_small.jpg documentation/?Product=VotingField
  • Use voting in your FAQs to find out if user find the information useful
  • Rate ideas and suggestions
  • Receive rating and feedback on products, features and components
 2015-08-21 Voting Infowise Voting Column Adds a voting capability to any SharePoint list Ultimate Forms: Voting column helps you know what your users think of the information you publish. Add voting capability to any list or document library and even allow feedback and discussions. Ultimate Forms: Voting column adds advanced voting capabilities to SharePoint lists and document libraries.
  • Vote for items or documents directly from views
  • Voting enabled even for readers
  • Optionally add comments and start discussions
  • Single and multiple votes for each user possible
  • Sort by vote ranking
  • Number of votes and percentage displayed
  • Optionally specify users allowed to vote
  • Works on premises and in the cloud
 Ultimate Forms: Voting adds voting buttons to any item. Authorized users will be able to vote in favor or against the item. They also will be able to write their opinion and add feedback. products/images/big/voting_big.jpg products/images/small/voting_small.jpg Infowise Voting Column.app documentation/?ID=152
  • Use voting in your FAQs to find out if user find the information useful
  • Rate ideas and suggestions
  • Receive rating and feedback on products, features and components