Ultimate Forms

Ultimate Forms enables business users, lines-of-business, and companies to build powerful business processes that result in effective and collaborative solutions, responding to the rapidly changing needs of your business.

And best of all, no custom coding or lengthy IT projects are required.

Use the powerful forms components to capture information from your users with an easy-to-use interface

• Supports various data services and application, such as Microsoft SharePoint, Salesforce, databases, etc.
• Tabbed interface with tab-level permissions
• Advanced input validation
• Numerous additional column types
• Repeating sections, relationships and drilldowns
• Electronic signatures
• Automatically pre-filled forms based on user identity

Control the flow of information and enforce your business rules with process components

• Import data from emails or line-of-business applications
• Automatically execute actions to create and update data within SharePoint and beyond
• Create list data, lists and site via automated processes
• Easily implement multi-stage business processes, e.g. approvals
• Add your own context menu and ribbon commands
• Advanced list search capabilities, with saved presets
• Completely browser-based, no external tools required

Increase communication, visibility, and analytics with the reporting components

• Create custom alerts, based on conditions and using your own email templates
• Represent data as color-code, printable calendars
• Color-code items in list views and create KPIs, progress bars and countdowns
• Print out list data or convert into PDF in your own format
• Visualize your data in 30+ chart types

To discover more about the all the features on Ultimate Forms products please click on the sections below (or open them from the content menu on the left.) 

• Getting Started
• Landing Page
• Forms
• Actions
• Alerts
• Associated Items Column
• Connected Lookup Column
• Print
• Import
• Signature Column
• External Data Lookup Column
• Item ID
• Calendar
• Rollups
• Charts
• List Search
• Filters
• Color Choice Column
• User Property Column
• Document Link Column
• Voting Column
• Rating Scale Column
• Global Settings
• Template Manager
• Shared Components
• Accessing on-premises servers from Microsoft 365 app
• Permissions in Microsoft 365 app
• Bulk Update Mode
• Monitoring in Microsoft 365
• Ultimate Forms Extensions
• Stages
• Microsoft Teams integration
• Inventory
• Data connections
• Standalone version
• Data Security and Compliance
• Components
• Privacy Policy
• Solution Catalog

• Registration on Microsoft 365