Ultimate Forms

About Ultimate Forms

Infowise Ultimate Forms is a comprehensive, no-code forms and business process automation platform designed exclusively for Microsoft SharePoint and the broader Microsoft 365 ecosystem. It empowers organizations to transform their SharePoint environments into powerful, user-friendly business application hubs without requiring custom development. The platform is engineered for a wide range of users, from SharePoint administrators and power users to department managers and IT professionals, who need to create robust data collection forms and automated workflows. Its core value proposition lies in consolidating form creation, workflow automation, and data visualization into a single, integrated solution that resides natively within SharePoint. This ensures all data remains securely inside the SharePoint infrastructure while providing advanced capabilities typically found in standalone BPM or database applications. By significantly reducing complexity and the technical learning curve, Ultimate Forms enables faster deployment of business solutions, improves data quality and integrity, and democratizes the creation and management of digital processes across the organization.

Features of Ultimate Forms

Flexible and Dynamic Forms

Ultimate Forms provides a sophisticated form designer that creates fully responsive, modern forms for SharePoint. These forms support complex layouts using tabs, sections, and columns, with the ability to set permissions at the field level. Key technical capabilities include dynamic rules for showing/hiding fields or sections based on user input, repeating sections for tabular data entry, built-in input validation, and support for electronic signatures. All form data is stored directly in SharePoint lists or libraries, maintaining the security and governance of the Microsoft 365 platform while delivering an exceptional user experience that improves data accuracy.

Intuitive Process Automation (Actions)

This feature replaces the need for complex SharePoint Designer or Power Automate workflows with a streamlined, rule-based "Actions" engine. Users can configure automated sequences to create, update, or manipulate data within SharePoint and across integrated external systems. Actions can interact with various data sources including Microsoft Exchange (for emails), MS SQL Server, Microsoft Teams, and other applications. The intuitive, no-code interface for building these automations reduces the learning curve, enabling more team members to design and manage business processes, thereby eliminating IT bottlenecks and accelerating solution delivery.

Comprehensive Reporting and Dashboards

Ultimate Forms includes powerful tools for transforming SharePoint list data into actionable business intelligence. Users can generate detailed, shareable reports, interactive dashboards, and visualizations such as charts, KPIs, and calendars. This feature allows for the presentation of form-submitted data in an accessible and consumable format, facilitating better decision-making. By enabling everyone to visualize information clearly, it improves organizational responsiveness and accountability without requiring data to be exported to separate reporting tools.

Pre-built Solution Templates and Deployment

The platform offers an extensive library of pre-configured, automation-enhanced solution templates for common business scenarios like project management, HR recruitment, and leave requests. These templates serve as accelerators, allowing users to deploy fully functional applications instantly. Furthermore, Ultimate Forms provides a templating and distribution engine that enables administrators to build a solution once and deploy it multiple times across different sites, site collections, or even tenants, ensuring consistency and saving significant development and configuration time.

Use Cases of Ultimate Forms

HR and Recruitment Portal

Organizations can implement a multi-stage recruitment portal to streamline the entire hiring process. Ultimate Forms facilitates creating candidate intake forms, automated routing of applications to hiring managers, scheduling interviews via integrated calendars, collecting feedback through structured forms, and triggering offer letter generation. The automation ensures candidates progress through each stage efficiently, while dashboards provide real-time visibility into the pipeline for recruiters and department heads.

Project Management and Tracking

Teams can build a comprehensive project management solution within SharePoint to manage customers, projects, tasks, and work hours. Forms capture project requests, task assignments, and time entries. Automation rules can update project statuses, assign tasks, send deadline alerts to Teams, and calculate resource utilization. Integrated Gantt charts, KPI dashboards, and calendar views give managers clear oversight of all projects, budgets, and team workloads from a single pane of glass.

Employee Leave and Absence Management

This use case automates the employee leave request and approval workflow. Employees submit requests through a customized form that checks against company policy and remaining leave balances. The system automatically routes the request for managerial approval based on organizational hierarchy, updates shared team calendars upon approval, and sends notifications to the requester and relevant stakeholders. All records are securely maintained in SharePoint for easy auditing and reporting.

IT Service Desk and Issue Tracking

Departments can create an internal service desk for logging and managing IT tickets, maintenance requests, or facility issues. Forms standardize incident reporting with required fields and categorization. Automation can assign tickets based on type or severity, escalate overdue items, post updates to a Teams channel, and trigger closure surveys. Reporting dashboards display metrics like average resolution time, ticket volume, and team performance, helping to improve service delivery.

Frequently Asked Questions

Does Ultimate Forms require coding knowledge?

No, Ultimate Forms is designed as a completely no-code platform. Its intuitive, point-and-click interface for building forms, automations, and reports allows users with no prior programming or SharePoint development experience to create sophisticated business solutions. The pre-built templates and guided configuration further simplify the process, enabling business users to build and maintain their own applications.

How does Ultimate Forms integrate with other applications?

Ultimate Forms connects natively with the core Microsoft 365 stack, including SharePoint, Exchange Online, and Microsoft Teams. Beyond that, its "Actions" feature includes connectors to interact with external data sources such as Microsoft SQL Server databases, web services via HTTP calls, and other systems. This allows for automated data synchronization, sending emails, posting notifications, and updating records across a connected digital workplace.

Where is the data collected by Ultimate Forms stored?

All data submitted through Ultimate Forms is stored directly within your Microsoft SharePoint environment, specifically in SharePoint lists or libraries. This is a fundamental architectural principle of the product. It ensures that your data benefits from SharePoint's native security, permissions, compliance, and backup features, eliminating data silos and maintaining governance within the Microsoft 365 ecosystem.

Can I customize the pre-built solution templates?

Yes, the pre-built solution templates are fully customizable starting points. After deploying a template, you can modify every aspect—from the form fields and layout to the automation rules and report views—using the same no-code tools. This allows you to tailor the solution to your organization's specific processes and terminology without starting from scratch, providing the perfect balance of speed and customization.