Discover more: insights,
inspiration and expertise

Ultimate Forms styles SharePoint forms at four levels, and each asks a little more of you than the last. Themes restyle a whole form in one click. The Style screen configures backgrounds, content blocks, and controls visually. Dynamic styles change the look of individual elements based on the values users enter. And custom CSS removes every...

Ultimate Forms automates SharePoint business processes through actions: small, configured units of work that run when items change, on a schedule, or at the click of a button. There are action types for updating and creating data, sending communications, managing permissions, calling external systems, and printing documents. Each is configured in...

Excel files can flow into SharePoint lists automatically. The Import component of Ultimate Forms connects to an .xlsx file by URL, reads the worksheet you choose, and turns rows into list items on a schedule. It can create new items, update existing ones, or sync both ways in one pass. Mappings, filters, and incremental imports are all...

Anyone can submit data into your SharePoint, without an account, a login, or any access to your site. External Forms in Ultimate Forms publish any custom form at a unique public URL. Visitors fill it in from anywhere. Their submissions land in your list. Your list stays completely invisible to them. Enabling it takes one click. This guide...

Free text can categorize itself. The AI Analyze function in Ultimate Forms reads a piece of text, an email body, a ticket description, a form comment, and sets a Choice or Lookup column to the most suitable of its existing options, automatically. It works anywhere functions work, in import profiles, actions, and dynamic rules on forms, which means...

A SharePoint form can cascade lookups through as many levels as your data has: pick a country and the state dropdown shows only that country's states; pick a state and the city dropdown shows only that state's cities. The Connected Lookup column in Ultimate Forms builds the chain without code, one column per level, each declaring the level above it...

You can paste an image directly into a SharePoint multiple lines of text column and have it survive the save. In Ultimate Forms modern forms, the rich text column takes one extra setting, a document or image library where pasted images should live, and from then on every image a user pastes is uploaded there automatically and referenced by URL, so...

You can pin live SharePoint data directly into Microsoft Teams as tabs: a chart, a combined rollup view, a color-coded calendar, a list search, or a working form, each running as its own tab in any channel, with no SharePoint page behind it. Six Ultimate Forms web parts support this, the setup is a few clicks once the app is added to Teams, and a...

Ultimate Forms can operate Microsoft Teams directly from your SharePoint processes. The Manage Teams action creates and manages teams, creates standard and private channels, adds and removes members, and posts messages to channels, group chats, and individuals. All triggered by SharePoint events, timers, or a button click, with no code and no Power...

SharePoint items can carry true electronic signatures: tamper-evident, identity-verified, and bound to the data they sign. The Signature component of Ultimate Forms is a column you add to any list or library, attach to the columns whose values it should protect, and sign in one of three ways, real-time username and password validation against your...

An action in Ultimate Forms can run not just once, but once per value in a range: for every date between a start and end date, or for every number between two bounds. That is what execution loops do, and on each pass the current value is handed to the action, ready to be used in value assignments, inside expressions and functions, or in conditions....

A long SharePoint form becomes a guided, multi-step experience with one control. Drag Tabs onto the form in Form Designer and choose the Progress theme. Next enable button navigation, and users now move through the form with Next buttons, always seeing where they are in the process and which steps remain. The configuration takes minutes, works on...

Every new project can start with its documents already in place. Using Ultimate Forms Actions, the moment a project is created in a SharePoint list, the system creates a department folder in the Documents library if one doesn't exist, creates a project folder inside it, copies the department's template documents into that folder, and links every...

Email newsletters are a great way to highlight important events in your organization and spread good news. Utilizing Infowise Ultimate Forms, this process becomes much easier. Rather than relying on additional software outside of SharePoint, you can set up your own system that is flexible and reusable. In this article we'll go through the process...

A dynamic form is a form that changes its appearance or behavior in response to user input or other events: hiding or showing fields based on entered values, enabling actions based on the user's role, filtering one dropdown by another. In SharePoint, you can get limited dynamism from native list forms, and full dynamism from customization tools,...

The best replacement for retired SharePoint alerts is a dedicated no-code alerting engine such as Ultimate Forms Alerts. It restores everything classic alerts did and adds conditional triggers, branded templates, scheduled digests, and reminders, configured in minutes without Power Automate. Microsoft retired classic SharePoint alerts in July 2026,...