Ultimate Forms

About Ultimate Forms

Ultimate Forms by Infowise is a comprehensive no-code forms and automation platform built specifically for Microsoft SharePoint and Microsoft 365. It is designed to empower business users, SharePoint administrators, and IT departments to rapidly create, manage, and deploy sophisticated business applications without writing a single line of code. The platform solves the common challenge of extending SharePoint beyond basic lists and libraries, enabling organizations to build tailored solutions for complex processes that are both user-friendly and powerful. Its core value proposition lies in dramatically accelerating SharePoint project delivery by providing pre-built, puzzle-like components for common business scenarios. This allows teams to implement flexible forms, intuitive automation workflows, and clear reporting dashboards directly within their existing SharePoint environment, keeping all data secure and integrated. Ultimate Forms is trusted by thousands of organizations globally and is the key to unlocking SharePoint's full potential for streamlined operations, improved data quality, and enhanced productivity.

Features of Ultimate Forms

Flexible, Responsive Forms

Ultimate Forms provides modern, dynamic forms that adapt to any device. Features like tabs, repeating sections, and column-based permissions create an exceptional user experience. You can implement complex logic with dynamic rules, ensure data integrity with input validation, and capture formal approvals with built-in electronic signatures. All form data is stored directly and securely within SharePoint lists, maintaining a single source of truth without complex external integrations.

Intuitive Automation with Actions

Replace intricate SharePoint Designer or Power Automate workflows with simple, versatile Actions. This feature allows you to automate business processes by creating, updating, and managing data not only within SharePoint but also across integrated applications like Microsoft Exchange, SQL Server, Teams, and more. By simplifying the automation building blocks, Ultimate Forms empowers more team members to create and maintain solutions, effectively removing development bottlenecks and speeding up process implementation.

Clear Reporting and Dashboards

Transform raw SharePoint list data into actionable insights with powerful reporting tools. Ultimate Forms enables you to build detailed, shareable reports, interactive dashboards, key performance indicator (KPI) scorecards, calendars, and charts. This feature makes information accessible and visually compelling for everyone, improving organizational responsiveness and accountability by providing a clear, real-time view of business performance and process status.

Pre-built Solution Templates

Jumpstart your projects with a vast library of ready-to-use templates for common business solutions. From HR recruitment portals and leave request systems to project management trackers, these templates provide a complete, automation-enhanced foundation. You can deploy them instantly or customize them to fit your exact needs. This "build once, deploy anywhere" capability saves significant time and effort, allowing for consistent solution rollout across multiple sites and tenants.

Use Cases of Ultimate Forms

HR Recruitment Portal

Streamline the entire hiring process with a multi-stage recruitment portal built on SharePoint. Ultimate Forms allows HR teams to create a centralized application intake form, automate routing to hiring managers, facilitate collaborative candidate evaluation with scorecards, and track each candidate through interview stages to final offer. This eliminates manual email threads and spreadsheets, ensuring a consistent, auditable, and efficient hiring workflow.

Employee Leave Request Management

Automate and simplify the process of managing employee time-off. Employees can submit requests through a user-friendly form that automatically checks against company policy and remaining leave balances. The system then routes the request for managerial approval via configurable workflows, updates shared team calendars in real-time, and notifies all relevant parties. This reduces administrative overhead and prevents scheduling conflicts.

Project and Task Tracking

Create a centralized project management hub within SharePoint. Use Ultimate Forms to build solutions for tracking customers, projects, tasks, and work hours. Teams can log time against specific tasks, managers can monitor project progress through dashboards, and automated alerts can notify stakeholders of deadlines or bottlenecks. This brings structure and visibility to projects, improving on-time delivery and resource management.

IT Service Desk and Issue Logging

Implement a robust IT ticketing system without custom code. Employees can log issues or service requests through a smart form that categorizes and prioritizes tickets. Automation rules can then assign tickets to the correct support team, send acknowledgment emails, escalate overdue items, and update requesters on status changes. This improves IT service responsiveness and provides clear metrics for service level agreement (SLA) tracking.

Frequently Asked Questions

Is Ultimate Forms a standalone product or does it require SharePoint?

Ultimate Forms is an add-on platform that deeply integrates with and extends Microsoft SharePoint. It is not a standalone SaaS application. It requires a SharePoint Online (Microsoft 365) or SharePoint Server on-premises environment to function, as it builds directly upon SharePoint's infrastructure to store data, manage security, and provide its forms and automation capabilities.

Can non-technical users really build solutions with Ultimate Forms?

Yes, absolutely. Ultimate Forms is designed as a true no-code platform. Its intuitive form designer, pre-built automation Actions, and library of solution templates are built specifically for business users, power users, and SharePoint administrators. The visual configuration tools eliminate the need for programming knowledge, enabling teams to create and maintain their own business applications to solve daily operational challenges.

How does Ultimate Forms handle data security and permissions?

Security is managed through native SharePoint. Since all form data is stored in SharePoint lists, it inherits the robust permission model of SharePoint. You can control access at the site, list, and even individual column level using SharePoint groups and permissions. Ultimate Forms respects these permissions within its forms and views, ensuring users only see and interact with the data they are authorized to access.

What kind of support and resources are available?

Infowise provides comprehensive support, including detailed documentation, knowledge base articles, and responsive technical support. The company is noted for its excellent customer service. Additionally, they offer a library of pre-built templates and host regular webinars and training sessions to help users get the most out of the platform and stay updated on new features and best practices.