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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...

Business Process Modeling (BPM): Tools, Techniques & How Ultimate Forms Helps Business process modeling is the practice of mapping out, visualizing, and improving how work flows through your organization. It involves documenting steps, roles, decisions, and data, so that processes become repeatable, transparent, and scalable. While many BPM tools...

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...

The Power of Conditions in Ultimate Forms: Turn Data into Decisions In every good business form or automation process, knowing when something should happen is just as important as what happens. Conditions in Infowise Ultimate Forms are the glue that lets your SharePoint solutions behave intelligently — they control validation, visibility,...

Redirect Functionality in Infowise Ultimate Forms: More Than Just ‘Go Back to List’ When users submit or cancel a form in SharePoint, the default behavior is usually to return to the list. But in many real-world scenarios, this isn't enough. You might want a custom thank you page, or display the item just created, or provide further editing...

What Are Fragments? Fragments are reusable blocks of formatted content: descriptions, graphics, instructions, and even read-only list column values. You can insert Fragments into SharePoint forms using Infowise Ultimate Forms. Whether you need to guide a user, show process diagrams, provide instructions in multiple languages, or just inject...

What Should Be in Your SharePoint Toolbox: Building Smarter Solutions SharePoint offers nearly endless possibilities. Whether you’re a power user, consultant, or IT pro, expanding your toolkit means becoming more effective at turning ideas into real business solutions. It’s not just about knowing what you can do—it’s about picking the right tools...

Why Application Integration Matters Today, most organizations use multiple tools — from CRM systems and email services to external APIs and databases. These tools often need to share data: maybe when something happens in one system, another needs to update, or you want to centralize information. REST (Representational State Transfer) is the...

Associated items in SharePoint Solutions Associated items is a powerful feature for building practical, real-world business solutions. In most business processes, many-to-one relationships are common and often unavoidable. In SharePoint, this concept is usually referred to as a repeating table, which is presented within a form. Essentially, you...

Timer-Based Alerts: Stay Ahead with Automated Reminders In many business processes, timing matters just as much as content. You might need to remind someone in advance of a deadline, follow up repeatedly until a task is completed, or trigger an action when a date arrives. Standard event-based alerts (like “item added” or “item modified”) are...

1. The Evolution of Action Triggers in SharePoint Historically, workflow automation in SharePoint forms and lists was event-driven. Triggers would fire after an item was created or modified, or on a timed basis—for example, one year after record creation. This setup, while useful, often lacked flexibility in interactive workflows. Users...

1. Introduction: From Static Permissions to Dynamic Control In traditional SharePoint forms, permissions are static: once loaded, tabs, columns, and sections stay in place until a form is resaved. Infowise Ultimate Forms, however, transforms this model by offering dynamic permissions—adapting in real time to user input, role, or form state. This...

1. Introduction: Why Summary Columns Matter Managing consolidated metrics—like total costs, average scores, or record counts—across related SharePoint items has traditionally meant exporting data, juggling spreadsheets, or custom coding. Infowise Ultimate Forms demolishes that wall with its Associated Items Summary column. This no-code solution...

Microsoft is planning to remove SendEmail API from SharePoint Online on October 31st 2025. This API is used by developers, including Infowise, to send emails from SharePoint in a simple fashion. Once the API is removed, it will no longer be possible to send any email via this channel. All emails need to be sent via email servers, such as Exchange...