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SharePoint forms work on phones, and with Ultimate Forms they work well: the same form your desktop users fill in adapts automatically to a phone screen through responsive design, with no separate mobile version to build. The best way to use them is the one already in every pocket, the phone's browser, opened to your SharePoint URL and saved as a...

Four rules separate a SharePoint alert email that gets acted on from one that gets archived unread: put the key information in the subject line, keep the body to what happened and what happens next, end with a single next-step link, and format that link to look like a button. None of them require code or special tools, they are writing and...

The key to professional-looking Word print templates in Ultimate Forms is tables. You design an ordinary Word document, place your SharePoint fields in double square brackets like [[Field Name]], and use Word tables to control exactly where every piece of data lands on the page: columns for side-by-side content, merged cells for headers, and...

You can save a SharePoint form to PDF without building any print template at all. The approach: send the user to the display form with a button, add brief printing instructions, hide the toolbar, and include one CSS rule that suppresses the buttons and instructions in the printout. The user then presses Ctrl+P and chooses Save as PDF, and the...

The seven deadly sins of SharePoint are: tracking spreadsheets, email approvals, tribal knowledge, unstructured lists, manual notifications, no status visibility, and copy-paste processes. Most tenants commit at least three. How Good Intentions Become Bad Processes Every organization starts with good intentions. A simple spreadsheet becomes a...

Good SharePoint form UX comes down to ten principles, starting with: show only what each user needs, group fields into steps, validate at entry, and never make scrolling the primary navigation. The full list follows. Designing SharePoint Forms for a Better Experience A well-designed form does more than collect data. It reduces friction,...

A counter is a dashboard web part showing a live number computed from your SharePoint lists, such as open tickets or overdue tasks. Ultimate Forms counters make dashboards a minutes-long configuration task. Building Dashboards the Easy Way with Ultimate Forms One requirement in almost every SharePoint solution is to display key summary data on...

For most operational SharePoint reports, Power BI is overkill: if you need counts, statuses, and trends from lists rather than cross-system data modeling, counters and charts on the lists themselves are faster and cheaper. When Power Bi is Too Much When it comes to making Summary Reports and SharePoint Dashboards some organizations reach for...

You can build full-featured dashboards in SharePoint without Power BI. Counters, charts, indicators, filters, and rollups assemble into live operational dashboards that read directly from your lists, and with Ultimate Forms every one of them is configured in the browser without code. If your reporting question is "how are we doing right now," you...

Almost every worker in your organization already carries a powerful camera with them everywhere they go. Their cell phone is available on the manufacturing floor, in the warehouse, at a customer site, in a company vehicle, or almost anywhere else work is taking place. As long as they have a data connection, they have everything they need to...

Power Apps advocates often respond to comparisons by pointing out that Power Apps can build tabs, dynamic forms, role-based interfaces, automation, and custom business logic without traditional programming languages. They argue that these capabilities are built in, configurable, and accessible through “low-code” tools. Technically, they are...

SharePoint lists are the heart of SharePoint. Even document libraries are actually just lists of documents. Creating new SharePoint lists is one of the most common tasks for any organization that relies on SharePoint. Using the most efficient approach can streamline processes saving time and eliminating frustration. Let's take a look at the out...

A SharePoint form that seems to go on forever. Fields are scattered everywhere, every possible option is displayed whether you need it or not, and finding the right place to enter information feels like a scavenger hunt. The form technically works, but using it is another story. The reality is that users often judge an entire business process...

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,...

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...

Phone Friendly SharePoint Forms Modern work increasingly happens away from a desk. Employees collect information in the field, customers submit requests from their phones, and staff often need to record information quickly while walking through facilities or interacting with visitors. In these situations, traditional desktop-style forms can...