You can install Ultimate Forms on Microsoft 365 using web-based installation wizard, without having to perform multiple manual steps.

Quick guide

• If you still haven't done so, create app catalog.
• Go to this page. You must be a Global administrator.
• Enter site URL. Either make available to all sites without having to add to each site individually or deploy to the specified site.
• Click Submit.
• A pop-up window will open. Enter your Microsoft 365 credentials and grant the the app the required SharePoint data access permissions.
• The process will now continue in the background and you will be able to view its steps in real time.

 

Post-installation steps

Once the process is complete, two links will be displayed:

1. Grant access to APIs - allow the app access to various resource, including SharePoint, Term Store and Entra ID (formerly Azure AD).
2. Create an app principal - required to allow the app to use event receivers.

 

When installed using the Wizard, a Global Adminstrator will be request and must grant application-level Manage permission for the site collection. Manage permission is sufficient for the majority of Ultimate Forms functionality, except for the following Action types:

• Manage Permissions
• Create Site
• Copy list items - only when Copy permissions option is activated

Full Control permission will be requested and must be granted when any of these action types are created in the site collection The grant is given just once per site collection.

• Minimal required permissions
• Granting access to APIs