Ultimate Forms

About Ultimate Forms

Imagine a world where the gap between a business need and a working solution is bridged not by months of complex coding, but by the very people who understand the problem best. This is the journey that Ultimate Forms empowers. It is a comprehensive, no-code forms and automation platform built specifically for the Microsoft SharePoint and Microsoft 365 ecosystem. Designed for business users, department heads, and SharePoint administrators alike, Ultimate Forms transforms SharePoint from a document repository into a dynamic engine for business processes. Its core value proposition is democratization: it enables everyone in an organization to create, manage, and share sophisticated, customizable forms and automated workflows without writing a single line of code. By providing intuitive tools for flexible form design, smart automation, and clear reporting, it allows teams to capture data, streamline approvals, and generate insights—all while keeping everything securely within the familiar SharePoint environment. The journey from idea to implementation becomes faster, smoother, and entirely in the hands of those driving the business forward.

Features of Ultimate Forms

Flexible, Responsive Forms

Craft modern, user-friendly forms that adapt to any device. Go beyond basic fields with advanced features like tabs for organization, repeating sections for dynamic data entry, and column-level permissions for security. Implement dynamic rules that show or hide fields based on user input, enforce data validation for accuracy, and even capture legally-binding electronic signatures. All this power is designed to be intuitive, ensuring a seamless experience for both the form creator and the end-user while keeping all data securely stored in SharePoint lists.

Intuitive Automation with Actions

Replace the complexity of traditional workflow tools with a simple, visual "Actions" engine. Automate routine tasks like creating follow-up items, updating records, sending emails via Exchange, posting notifications to Microsoft Teams, or writing to SQL databases. This no-code approach dramatically reduces the learning curve, empowering more team members to build and maintain automated business processes. By removing technical bottlenecks, you accelerate how quickly your organization can respond to and implement new operational procedures.

Clear Reporting and Dashboards

Turn collected data into actionable intelligence. Ultimate Forms provides powerful tools to visualize information through detailed, shareable reports, interactive dashboards, key performance indicators (KPIs), calendars, and charts. This feature allows everyone, from team members to executives, to see the status of processes, track performance metrics, and make informed decisions quickly. Improved visibility fosters greater accountability and responsiveness across departments, closing the loop on every business process you automate.

Pre-built Solution Templates

Jumpstart your projects with a vast library of ready-to-use templates for common business scenarios. Whether you need to manage projects, handle HR recruitment, process leave requests, or track inventory, you can deploy a proven solution in minutes. These templates are not just static forms; they are complete, automation-enhanced business solutions. You can also create and save your own custom templates, enabling you to build a solution once and deploy it effortlessly across multiple sites or tenants, ensuring consistency and saving immense time and effort.

Use Cases of Ultimate Forms

Streamlining HR and Recruitment

Transform a chaotic hiring process into a smooth, multi-stage portal. Create forms for job applications, interviewer feedback, and offer letters, all connected by automated workflows that route candidates to the appropriate hiring manager. Set up alerts for new applications, automate scheduling communications, and maintain a clear, auditable trail for every candidate. This use case reduces administrative overhead, improves the candidate experience, and ensures your team never misses a top talent.

Managing Project Lifecycles

Bring clarity and control to project management. Use forms to initiate projects, log tasks, track work hours, and submit status reports. Automate actions to assign tasks based on project phase, send reminder emails for overdue items, and update project dashboards in real-time. This centralized approach gives project managers and stakeholders instant visibility into progress, budgets, and bottlenecks, enabling proactive management and successful project delivery.

Automating Employee Leave Requests

Eliminate paper forms and email chains for time-off requests. Employees can submit requests through a simple form that automatically checks against company policy and available leave balances. An intuitive workflow then routes the request for managerial approval, updates shared team calendars in SharePoint, and sends confirmation notifications to both the employee and payroll. This use case saves time for everyone, reduces errors, and provides a clear audit trail for HR.

Centralizing Customer Feedback and Support

Create a unified system for capturing and acting on customer input. Deploy forms for feedback surveys, support tickets, or feature requests directly on your SharePoint site. Use automation to triage tickets by category, assign them to the correct support agent, escalate urgent issues, and trigger follow-up satisfaction surveys after resolution. This use case helps build a responsive customer service operation, turning feedback into valuable insights for product and service improvement.

Frequently Asked Questions

Is Ultimate Forms really a no-code solution?

Yes, absolutely. Ultimate Forms is designed specifically for business users and SharePoint professionals who may not have coding expertise. The entire platform—from building complex forms with conditional logic to setting up multi-step automations with Actions—is managed through an intuitive, point-and-click interface. You create powerful business solutions by configuring settings and connecting visual elements, not by writing scripts or code.

How does Ultimate Forms integrate with Microsoft 365?

Ultimate Forms is built as a native extension for SharePoint Online and on-premises versions. It integrates seamlessly with the core Microsoft 365 stack. This means your forms and data reside directly in SharePoint lists, and you can easily automate actions using Microsoft Exchange for email, Microsoft Teams for notifications, and leverage Azure Active Directory for user authentication and permissions, creating a cohesive and secure digital workplace.

Can I use my existing SharePoint data with Ultimate Forms?

Yes, you can. Ultimate Forms works directly with your existing SharePoint lists and libraries. You can build forms that display, edit, and submit data to your current lists. Furthermore, the Import feature allows you to easily bring in data from other sources (like Excel) into SharePoint lists that are then managed by your Ultimate Forms solutions, allowing you to modernize and automate legacy processes without starting from scratch.

What kind of support and resources are available?

Infowise provides extensive support, including detailed documentation, video tutorials, and a library of pre-built templates to get you started. They are known for their responsive technical support team. Additionally, they offer webinars and demo sessions to help you explore advanced capabilities and best practices, ensuring you have the guidance needed to successfully implement and scale your solutions.