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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...

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...

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...

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...

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...

In modern SharePoint environments, delivering secure, responsive, and context-aware forms is critical for enabling efficient digital workflows. Whether you're managing HR approvals, financial requests, or multi-step business processes, not every user should see or interact with every column. That’s where column-level permissions come into play....

Revolutionizing Form Portability Creating custom modern SharePoint forms with rich layout, dynamic rules, permissions, and automation logic is a powerful and flexible capability. But traditionally, keeping these capabilities consistent across environments has required rebuilding them from scratch. That changed with the introduction of the Export...

Why Camera Integration Matters in Modern Forms Capturing images directly within SharePoint forms addresses a common real-world need. Whether for quality inspections, equipment checks, field reporting, or visual documentation. The traditional alternative—taking a photo, saving it, switching contexts, uploading manually—introduces friction,...

Overview: Why Electronic Signatures Matter in SharePoint In many business processes (especially in regulated industries like healthcare, finance, and manufacturing) it’s not enough to have a user fill out a form. You need traceability, accountability, and assurances that the right person signed off on specific data at a particular time. While...

Introduction: Enhancing SharePoint’s Lookup Columns Lookup columns in SharePoint are incredibly useful. They allow you to maintain key data (like suppliers, contacts, or products) in one centralized location. You can then reference it in multiple lists. It’s a core architectural pattern that ensures consistency, avoids duplicate data, and helps...