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When Onboarding Goes Off the Rails Employee onboarding has a way of turning into chaos faster than almost any other business process. In this article, we are going to walk through five real-world onboarding nightmare scenarios that organizations deal with every day: missing equipment, forgotten approvals, disconnected departments, lost paperwork,...

  Every approval workflow eventually runs into the same problem. The person who needs to approve something is on leave, at a conference, or simply unreachable for a few days. The request sits. The process stalls. Someone emails the approver's manager manually, who was not set up to receive approvals, and the whole thing gets resolved through an...

  There is a Forms button on the SharePoint list command bar. It lets you create a Microsoft Forms survey and connect it to the list, so that responses are written to the list as new items. It looks like a quick way to add a form to a SharePoint list without any additional tools. Ultimate Forms also adds a form to a SharePoint list. But the...

  Many organizations receive structured information by email. Supplier invoices. Order confirmations. Client submissions. Support requests. Inspection reports. The content arrives in a predictable format, contains data the organization needs to act on, and almost always needs to be stored somewhere accessible. And often as a formatted document...

  Most organizations already have the infrastructure to run a proper service ticketing system. They just don't know it yet. SharePoint is included in almost every Microsoft 365 subscription. Ultimate Forms extends it with the forms, automation, and reporting that a ticketing system requires. The combination covers everything a service desk...

Most approval processes are not as simple as they look on paper. The leave request that always goes to the same manager seems straightforward. Until the employee is in a department with a different reporting structure. Or until the request spans more than two weeks and requires HR to sign off as well. The purchase request that usually only needs a...

  SharePoint throttling is one of those problems that tends to surface at the worst possible moment. Approval notifications stop firing. A form submission hangs. An import process that normally completes in seconds takes minutes — or fails entirely. Users report that SharePoint is "slow" or "broken," and the SharePoint administrator has to...

There is a version of SharePoint that most organizations never fully reach. The one where forms adapt to the person filling them out. Where an approval request automatically routes to the right manager and locks itself while it waits. Where a manager can see the state of every open request at a glance without asking anyone to send them a...

SharePoint is where the work gets recorded. The data that drives that work, however, often lives somewhere else. In a SQL database maintained by a different team In a Salesforce CRM instance managed by sales In an Exchange mailbox receiving orders from suppliers In a REST API exposed by a third-party service Getting these systems to...

Approval processes are one of the most common requirements in any SharePoint environment. Leave requests, purchase orders, contract reviews, content sign-offs, expense reports, policy acknowledgements — virtually every structured business process eventually needs someone to say yes or no before it moves forward. The traditional approach to...

Your Emails are Boring and Nobody Cares I know you thought you were doing the right thing, but we just don't care about those automated emails you are sending from that new SharePoint tool. I'm getting hundreds of automated emails every day and the last thing I want is another flood of email notifications. I suppose I might care about them if you...

Why Document Generation Is Still a Pain in SharePoint Many organizations rely on SharePoint to store and manage their data, but when it comes to turning that data into usable documents, the process often breaks down. You collect information in lists. You track requests, approvals, and records. But when someone needs a formal document such as a...

  SharePoint lists are capable of storing a lot of data. What they are not capable of, out of the box, is doing much with that data in a way that feels intentional. The default form is a flat list of columns — no grouping, no logic, no visual hierarchy, no ability to control what different users see at different stages of a process. For simple...

A well-designed form does more than collect data. It reduces friction, guides users naturally through each step, and creates confidence that the process is clear and professional. The challenge is that many SharePoint forms are built for functionality first and visual experience second. The result is often forms that technically work, but...

Approvals are essential to nearly every organization. Purchase requests, HR forms, policy acknowledgments, contract reviews, budget approvals, project sign-offs, and compliance processes all require structured review and decision-making. The challenge is not defining the process. The challenge is implementing it without adding unnecessary...

Basic SharePoint forms only allow users to update data and save. There are no buttons to do anything else. With Infowise Ultimate Forms there are so many more possibilities. You can trigger just about anything by adding buttons to your form and configuring a related process. Adding buttons is easy. Drag a button to the canvas in Form Designer and...