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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...

Print & Export to Word: Elevating SharePoint Documents with Ultimate Forms Printing or exporting SharePoint list items and documents is often a basic requirement in business processes. Whether for reports, contracts, invoices, or offline review, it's almost ubiquitous. But the default SharePoint experience typically produces bland,...

Importing Data from Azure SQL (MSSQL) into SharePoint with Infowise Ultimate Forms In many SharePoint deployments, critical business data already resides in cloud databases, especially Azure SQL (MSSQL). Rather than rebuilding data or duplicating efforts, importing or syncing this data into SharePoint lists helps unify workflows, enable modern...

Leveraging Managed Metadata in SharePoint with Ultimate Forms SharePoint’s Managed Metadata is a powerful way to enforce taxonomy, classification, and consistent metadata values across lists and libraries. It helps users pick from a predefined set of terms, which improves data consistency, search, and filtering. However, using managed metadata...

A Modern Approach to User Guides When rolling out new SharePoint forms solutions, providing help to users is essential. The old way of doing things is to write a work instruction PDF which everyone is expected to read and know. Realisitically, people no more want to read a long help manual than they would a User License Agreement. A smarter...

Automating Approval + Check In / Check Out in SharePoint with Ultimate Forms In many SharePoint document or process systems, you want a structured approval flow. You may also want to control document check-in/check-out behavior around that approval. With Infowise Ultimate Forms’ Actions, you can create automated, no-code workflows that enforce...

Using the Calculate Summary Action in Infowise Ultimate Forms In many business processes, you need to aggregate data across multiple list items. It could be summing values, counting related records, finding minimums/maximums, or even enforcing rules based on aggregated data. The Calculate Summary action in Ultimate Forms gives you this power. It...

Create and Manage Your Own Image Gallery in Modern Forms with Ultimate Forms Modern forms are more than just data capture. They’re an opportunity to engage, clarify, and brand. One way to do that is by using your own gallery of images (or banner graphics, video, or shared visuals) inside forms. With Infowise Ultimate Forms, you get a flexible...

Filters in Print with Infowise Ultimate Forms: Fine-Tuning What Gets Printed Printing list views, records, or calendar events from SharePoint is often necessary—for reporting, sharing, compliance, or offline review. But usually, you don’t want everything in the list; you want to print only relevant items. That’s where filters in print templates...