Ultimate Forms enables business users, lines-of-business, and companies to build powerful business processes with SharePoint that result in effective and collaborative solutions, responding to the rapidly changing needs of your business.

And best of all, no custom coding or lengthy IT projects are required.

Use the powerful forms components to capture information from your users with an easy-to-use interface

• Extend regular SharePoint forms
• Tabbed interface with tab-level permissions
• Advanced input validation
• Numerous additional column types
• Repeating sections, relationships and drilldowns
• Electronic signatures for list items
• Automatically pre-filled forms based on user identity

Control the flow of information and enforce your business rules with process components

• Import data from emails or line-of-business applications
• Automatically execute actions to create and update data within SharePoint and beyond
• Create list data, lists and site via automated processes
• Easily implement multi-stage business processes, e.g. approvals
• Add your own context menu and ribbon commands
• Advanced list search capabilities, with saved presets
• Completely browser-based, no external tools required

Increase communication, visibility, and analytics with the reporting components

• Create custom alerts, based on conditions and using your own email templates
• Represent data as color-code, printable calendars
• Color-code items in list views and create KPIs, progress bars and countdowns
• Print out list data or convert into PDF in your own format
• Visualize your data in 30+ chart types

To discover more about the all the features on Ultimate Forms products please click on the sections below (or open them from the content menu on the left.) 

• Getting Started
• Landing Page
• Forms
• Actions
• Alerts
• Associated Items Column
• Connected Lookup Column
• Print
• Import
• Signature Column
• LOB Item Link Column
• Calendar
• Rollups
• Charts
• List Search
• Filters
• Item IDs
• Color Choice Column
• User Property Column
• Document Link Column
• Voting Column
• Shared Components
• Rating Scale Column
• Template Manager
• Accessing on-premises servers from Microsoft 365 app
• Permissions in Microsoft 365 app
• Bulk Update Mode
• Monitoring in Microsoft 365
• Ultimate Forms Extensions
• Privacy Policy
• Stages
• Data connections
• Microsoft Teams integration
• Standalone version
• Organizations
• Inventory
• Data Security and Compliance

• Features

  Forms

  Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, Wizard mode, custom input validation, view permissions and much more.

  Actions

  Save on development time by automating advanced business solutions using just your browser. Implement advanced business logic using a wide variety of advanced fully-configurable actions.

  Alerts

  Take the good old alerts to a new level, with conditions, timed notifications, user-defined mail templates and much more. Define precisely what you want to be notified of and when, without flooding your inbox with useless messages.

  Associated Items

  Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot.

  Connected Lookup

  Create cascading master-detail relationships between lookup columns in SharePoint lists and document libraries. Filter city column values by country, it is as easy as it should be!

  Print

  Your SharePoint lists and items can now be printed, converted to PDF or emailed with just one click!

  Import

  Set up automatic import of emails and database items into any SharePoint list or library to generate or update list items or documents

  Signature

  Need to create a regulatory-approved system based on SharePoint? Must be compliant with FDA CFR part 11 regulations? Now you can! Make sure your users sign what they submit. Unless the data is changed, the signature clearly demonstrates its validity.

  LOB Item Link

  Easy-to-use lookup into a database or web service-driven line-of-business application to be linked to any document or list item. No need to define connections using BDC or External List settings, all is done using just your browser.

  Calendar

  Just imagine classifying event types by color and even attaching tasks to events? And what about quarterly view or even the whole year? Now you can do all that with Event Calendar Plus!

  Rollups

  Create a fully-functional unified view of items found throughout your site collection, according to specific conditions.

  Charts

  Visualize your SharePoint list data using 30+ chart types with fully configurable layout

  List Search

  Easily find items in large lists, using advanced search capabilities, in just seconds.

  Filters

  Create your own customizable filtering panel with multiple types of filters and filter any connected list or web part

  Item IDs

  Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don’t settle for what SharePoint can do, make SharePoint do what you need!

  Color Choice

  Bundle of Color Choice and Indicator fields, adding color-coding, custom icons, KPIs, progress bars and dynamic countdowns to any SharePoint item and view

  User Property

  Streamline SharePoint form data entering by automatically filling out your name, phone number or any other property already in the system

  Document Link

  Link to one or more new or existing documents from within an item or a document. Linked documents can be shared between items and managed using full SharePoint document library capabilities

  Voting

  Know what your users think of the information you publish. Add voting capability to any list or document library and even allow feedback and discussions.