Ultimate Forms

About Ultimate Forms

Ultimate Forms by Infowise is a powerful, no-code forms and automation platform built specifically for Microsoft SharePoint and Microsoft 365. It transforms SharePoint from a basic document management system into a dynamic hub for business applications. The core idea is simple: empower everyone in your organization, from HR and operations to project managers and administrators, to create custom forms and automate complex business processes without needing any programming skills or deep technical knowledge. Its main value proposition is delivering "Successful SharePoint Projects, Faster." By providing flexible, modern forms, intuitive automation tools called "Actions," and clear reporting dashboards, Ultimate Forms drastically reduces the time and complexity traditionally associated with building SharePoint solutions. It keeps all your data securely inside your SharePoint environment while seamlessly connecting to other tools like Microsoft Teams, Exchange, and SQL Server. Trusted by thousands of organizations globally for over 20 years, it’s like a set of intelligent puzzle pieces for common business scenarios, allowing you to build, replicate, and deploy effective solutions with ease and confidence.

Features of Ultimate Forms

Flexible, Responsive Forms

Create modern, user-friendly forms that work perfectly on any device. Go beyond basic SharePoint forms with advanced features like tabs for organization, repeating sections for dynamic lists, and conditional logic that shows or hides fields based on user input. You can enforce data quality with input validation, collect legally-binding electronic signatures, and even control who can see or edit specific sections or columns using granular permissions. All this power is wrapped in an intuitive designer, making it easy to build forms that collect accurate data and provide a great experience.

Intuitive Automation with Actions

Replace complex, hard-to-maintain workflows with Ultimate Forms' simple yet powerful "Actions." These visual automation blocks let you easily create rules to create, update, or manage data within SharePoint lists and libraries. You can also extend automation to integrated applications like Microsoft Exchange (for emails), Teams (for notifications), and MS SQL databases. This dramatically reduces the learning curve compared to tools like Power Automate, enabling more team members to build and manage automated processes, eliminating IT bottlenecks and speeding up solution delivery.

Clear Reporting and Dashboards

Turn your collected data into actionable insights with built-in reporting tools. Ultimate Forms allows you to create detailed, shareable reports, visual dashboards, key performance indicator (KPI) trackers, calendars, and charts. This means everyone in the organization can visualize information in a way that makes sense to them, improving responsiveness and accountability. Whether you need a project timeline, a leave calendar, or a sales performance chart, you can build it without needing a separate BI tool.

Pre-built Solution Templates

Jumpstart your projects with a vast library of ready-to-use templates for common business needs. These aren't just form templates; they are complete, automation-enhanced SharePoint solutions. Popular examples include templates for Project Management, HR Recruitment portals, and Leave Request systems. You can deploy these templates instantly and customize them to fit your exact requirements. This "build once, deploy anywhere" capability saves immense time and effort, allowing you to replicate successful solutions across different sites and even tenants.

Use Cases of Ultimate Forms

HR and Employee Onboarding

Streamline the entire employee lifecycle from recruitment to offboarding. Use Ultimate Forms to build a multi-stage recruitment portal for processing applications, scheduling interviews, and collecting feedback. After hiring, create automated onboarding checklists that assign tasks, provision resources, and collect new hire documents with e-signatures. This creates a smooth, professional experience for candidates and HR staff while keeping all data centralized in SharePoint.

Project and Task Management

Manage projects, tasks, and resources more effectively. Build a solution to track project details, assign tasks with deadlines, log work hours, and monitor budgets. Use automation to send task reminders to team members via Teams or email when deadlines approach and generate real-time dashboards for stakeholders to view project status, timelines, and burndown charts, all within the familiar SharePoint interface.

Procurement and Approval Workflows

Automate complex purchase requisition and invoice approval processes. Create intelligent forms that route requests based on amount, department, or project. Use Actions to automatically send for managerial approval, update budget trackers, notify the procurement team, and finally, alert the requester once the order is placed. This reduces processing time, minimizes errors, and creates a clear audit trail for all financial requests.

Customer Feedback and Issue Tracking

Build a robust system for capturing customer feedback, support tickets, or internal IT service requests. Design forms that categorize issues and automatically assign them to the correct team or individual based on the problem type. Set up automated alerts to ensure timely responses and use reporting dashboards to track resolution times, identify common issues, and improve overall service quality and customer satisfaction.

Frequently Asked Questions

Do I need coding skills to use Ultimate Forms?

No, you do not need any coding skills. Ultimate Forms is designed as a true no-code platform. Its intuitive, visual interface for building forms, setting up automation (Actions), and creating reports allows users with no prior programming experience to create powerful business solutions. It empowers "citizen developers" across your organization to build what they need.

How does Ultimate Forms integrate with Microsoft 365?

Ultimate Forms integrates deeply and natively with the Microsoft 365 ecosystem. It is an add-in that runs directly on your SharePoint Online or on-premises environment. It seamlessly connects with other Microsoft applications like Teams (for notifications), Exchange Online (for email automation), and leverages Azure AD for security. Your data always stays securely within your Microsoft 365 tenant.

Can I customize the pre-built templates?

Absolutely. The pre-built solution templates are designed as starting points to save you time. You can fully customize every aspect of a template—from the form fields and layout to the automation workflows and reports—to match your organization's specific processes and branding requirements. They are fully flexible, not rigid frameworks.

Is there a trial available?

Yes, Infowise offers a "Try Now Free" trial for Ultimate Forms. This allows you to explore the platform's features, test drive the form designer, experiment with automation Actions, and see how the templates work within your own SharePoint environment before making a commitment.