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Collect and Manage Payments Directly Inside SharePoint Modern organizations are constantly looking for ways to unify their business operations within SharePoint and Microsoft 365. For companies that use SharePoint to manage requests, registrations, or internal transactions, connecting payment processing with SharePoint has always been a challenge...

Introduction Many business processes demand the ability to capture multiple related records under a single item. Think of line-items on purchase orders, project tasks under a project, asset checklists, or onboarding steps for new employees. While native SharePoint forms don’t handle this elegantly, the Associated Items column in Ultimate Forms...

Introduction In SharePoint, arranging your list forms in multiple layout columns can dramatically improve usability. Especially when you have many fields, logically grouped data, or want a cleaner desktop interface. With Ultimate Forms’ modern drag-and-drop Form Designer, you can easily build multi-column layouts, apply rules, permissions and...

UPDATE: Built-in alerts in SharePoint Online are deprecated and will be soon completely disabled. It's now time to implement alternative solutions that work best for your organization! Streamline Your Notifications with Ultimate Forms: Alerts Alerts have been one of SharePoint's main selling points since its inception. Whenever you wanted...

Trying to get print output using out of the box SharePoint is ridiculous. The options available require confusing work arounds or convoluted steps. There is no fast and friendly printing option for out of the box SharePoint. If you try, you will quickly realize better tools are required. Printing shouldn't be difficult. And yet somehow, when it...

Introduction In today’s fast-paced, digitally driven workplaces, organizations must ensure their business processes are not only streamlined but also secure, auditable, and compliant. One of the critical pieces of that puzzle is electronic signatures—especially when approvals, regulatory requirements, or audit trails are involved. That’s where...

Get Complete Insight and Control with Detailed Logging In any modern SharePoint environment, reliable notifications are the backbone of smooth communication, efficient workflows, and consistent business processes. When something changes in a list or library — whether it’s a new request, a document update, or an approval action — users depend on...

It's Time to Replace SharePoint Alerts The classic alert mechanism built into Microsoft SharePoint were once a helpful way to stay informed. However it no longer meets the needs of modern organisations. Microsoft has begun retiring native SharePoint Alerts. They are no longer being actively developed and will stop functioning entirely in July...

Introduction Date validation is a frequent requirement in business applications: you want to prevent users from entering invalid or illogical dates (e.g. a start date in the past, or a due date earlier than the start date). Traditionally, you might use cryptic validation expressions, custom JavaScript, or Power Apps to enforce these rules. But...

Rollups: Aggregating Content Across SharePoint Lists & Libraries In many SharePoint scenarios, you want to view or manage data across multiple lists or libraries, rather than being constrained to one. Rollup web part lets you do just that: combine items from various sources into a unified view. With Ultimate Forms, rollups become a powerful...

Introduction In sophisticated business apps, it's often necessary to enforce permissions dynamically based on relationships in your data. One useful pattern is to use lookup columns to drive permissions. Rather than hard-coding specific user accounts or roles, you can leverage a lookup to link to another centralized list that assigns authority,...

Enhance Your Charts with Dynamic Filters in SharePoint Charts are visually compelling and great for telling a story. But without filtering controls, users see only static representations of data. Filters let users manipulate what data is displayed. Be it by date, category, user, or any other dimension, they turn static charts into interactive...

Enabling Self-Service Password Change via SharePoint & Ultimate Forms Changing passwords is one of the most frequent IT support tasks. Users forget their passwords, need to rotate them, or get locked out—leading to help desk tickets and productivity delays. A self-service password change experience (where users can change their domain password...

Bring Visual Clarity: Color & Progress Bars in SharePoint with Ultimate Forms Numbers and status labels are useful—but humans interpret visuals faster. When your lists and forms include progress bars, color-coding, and icons, you turn abstract data into immediate insight. Infowise Ultimate Forms gives you built-in tools to add color, KPIs,...

Generate Excel Documents Automatically with Infowise Ultimate Forms Many business workflows require exporting form or list data into files that stakeholders can review, edit, share, or archive. While exporting to PDF or Word is common, Excel exports are especially powerful. Users can filter, sort, manipulate data, or run calculations in the...

Introduction In today’s global business environment, organizations are rarely limited to a single language. Teams are distributed across regions, customers span multiple countries, and stakeholders bring diverse cultural and linguistic backgrounds. For many businesses, this multilingual reality can create barriers in digital processes—especially...