It starts small. A manager misses a leave request because no email arrived. A contract sits unreviewed for two weeks because nobody realized it was waiting for approval. A project update gets added to a SharePoint list, but the person responsible for the next step never sees it. Eventually, someone asks the inevitable question: “Why didn’t I get notified?” And the honest answer is: because SharePoint alerts are gone, and nothing replaced them.

For years, SharePoint alerts provided a simple way for users to stay informed when something changed. A user could subscribe to a list or library, choose when they wanted to be notified, and SharePoint handled the rest. It wasn’t perfect, but it was simple, familiar, and dependable enough that organizations built countless business processes around it. Now Microsoft has retired classic SharePoint alerts, leaving organizations to figure out how to replace something their users have depended on for years.

The official alternative is to build notifications using Power Automate. Power Automate is an extremely capable platform, but replacing a simple SharePoint alert can suddenly mean designing a workflow, configuring triggers, adding conditions, building HTML emails, managing permissions, testing the flow, handling errors, and maintaining it when something changes. What used to take a couple of clicks can become a small development project.

Multiply that by dozens—or hundreds—of SharePoint lists across an organization, and the problem gets much bigger. Every department has different notification requirements, every process has different rules, and every new workflow becomes one more thing somebody has to own, troubleshoot, and maintain. Meanwhile, contracts wait for review, approvals sit untouched, tasks become overdue, employees wonder whether their requests were received, and managers spend Monday mornings chasing people for updates.

There is a much easier way to fix this, and we will show it to you live. Join our free webinar and watch us build the Ultimate SharePoint Email Solution using Ultimate Forms. In just 30 minutes, you will see how ordinary SharePoint users can create powerful, automated notifications without building workflows, writing code, or waiting for a developer.

And these aren’t simply replacements for the SharePoint alerts Microsoft retired. They are smarter, better looking, more flexible, and capable of doing things classic SharePoint alerts never could. Instead of notifying people every time something changes, you can decide exactly what changes matter and who needs to know about them. Instead of generic SharePoint emails, you can create professional notifications containing the information recipients actually need. Instead of sending dozens of individual messages, you can combine updates into a single summary. And instead of relying on someone to remember to follow up, SharePoint can do the chasing for you.

In this webinar, you will learn how to:

• Bring back the notifications your team lost—in minutes per list. See how quickly you can add automated notifications to an existing SharePoint list or library without creating a Power Automate flow.

• Stop notification spam. Nobody wants another system sending an email every time somebody edits a field. Configure notifications to fire only when something important happens, such as a request being submitted, a status changing, an approval being required, or a deadline approaching.

• Create emails people actually want to read. Replace generic system notifications with professional emails that include your organization’s branding, clear formatting, relevant SharePoint data, links, images, and the details recipients need to make a decision.

• Let recipients take action directly from their inbox. Add action buttons to notifications so users can quickly respond to requests instead of navigating through SharePoint just to perform a simple action.

• Replace the Monday morning chase-up ritual. Automatically remind people when something is overdue or still waiting for action. Configure recurring notifications that continue following up until the work is completed, without requiring somebody to manually check a list and send reminder emails.

• Turn dozens of notifications into one useful summary. Instead of sending forty individual messages, combine updates into a single daily or scheduled summary. Give managers and team members one organized email showing everything that needs their attention.

• Notify exactly the right people. Send notifications to individuals, managers, SharePoint groups, distribution lists, or dynamically selected recipients based on information in the item. You can even include people outside your Microsoft 365 organization when the process requires it.

• Respect business hours. A SharePoint process might run around the clock, but your employees don’t need emails arriving at 2:00 AM. Hold notifications generated outside normal working hours and automatically deliver them the next business morning.

• Include useful attachments and calendar information. Notifications can include attachments, embedded images, vCards, and iCalendar information, making email part of the business process rather than simply a message telling somebody to go somewhere else.

• See exactly what happened. Use a centralized notification log to see what was sent, when it was sent, and who received it. When someone says, “I never got the email,” you no longer have to guess whether SharePoint actually sent it.

Best of all, everything is configured directly from your browser using simple forms, dropdowns, and conditions. There is no code to write, no Power Automate flows to build, and no growing collection of workflows that someone has to maintain for years. There is also no need to submit a development request every time a department wants a new notification. If you can configure an out-of-office reply, you can configure this.

During the webinar, we will build real SharePoint notifications from start to finish so you can see exactly how the process works. We will show simple scenarios that replace classic SharePoint alerts as well as more advanced examples that demonstrate what becomes possible once notifications can respond intelligently to your business data. You will see how quickly a notification can be configured, how easily its appearance and recipients can be customized, and how the same approach can be applied across different SharePoint processes.

The goal isn’t simply to restore a feature Microsoft removed. It is to turn SharePoint email into something significantly more useful than the alerts you had before. Your users shouldn’t have to constantly check lists, libraries, and dashboards to discover whether something needs their attention, and your process owners shouldn’t have to manually chase people every time an approval or task becomes overdue.

Your SharePoint processes only move as fast as the people who know something is waiting for them. A perfectly designed form, list, approval process, or document library doesn’t accomplish much if the next person in the process never knows it is their turn. Give us 30 minutes, and we will show you how to stop letting requests wait in silence, automate the follow-up, and keep your SharePoint processes moving.

Managing quality issues shouldn’t require paper forms, spreadsheets, disconnected emails, scattered photos, and hours of manual follow-up. Yet many organizations still rely on a combination of these tools to report problems, investigate what happened, assign corrective actions, and document the final resolution. When information is spread across different systems and communication channels, it becomes difficult to know which issues are still open, who is responsible for the next step, or whether corrective actions have actually been completed.

A disconnected process can also make it much harder to see the bigger picture. Individual quality issues may be resolved, but important information about root causes, recurring defects, overdue actions, or problem areas can remain buried in spreadsheets and email threads. Without a centralized Quality Management System, issues can be overlooked, corrective actions can be delayed, and the same problems may continue to occur without management recognizing the pattern.

In our next webinar, we’ll demonstrate how Infowise Ultimate Forms can be used to build a complete, modern Quality Management solution directly in SharePoint — without writing code. We’ll walk through a practical example that manages the entire lifecycle of a quality issue, beginning with the moment a problem is discovered and continuing through review, investigation, corrective action, verification, and final closure.

The process starts where quality problems are actually found. An employee working on the shop floor can quickly report an issue using a shared tablet, workstation, or other device. Instead of finding a paper form or waiting until they return to their desk, the employee can enter the important information immediately while the details are still fresh.

Photos can be captured directly as part of the quality record, making it easy to document a defective part, damaged material, incorrect assembly, packaging problem, or other visible concern. Those photos remain connected to the issue throughout the process, eliminating the need to take pictures separately and then figure out how to email, upload, rename, and organize them later.

Once submitted, the quality issue becomes part of a structured workflow. The appropriate quality manager or reviewer can evaluate the report, determine its priority, assign responsibility, and decide what happens next. Ultimate Forms can automatically control which information is displayed or required at each stage so employees only need to work with the fields and actions that are relevant to them.

When an investigation is required, the solution can capture possible causes, investigation notes, supporting documentation, and the identified root cause. Rather than maintaining this information in separate documents or email conversations, everything remains connected to the original quality record in SharePoint. This creates a single source of information that can be referenced throughout the investigation and long after the issue has been closed.

Corrective actions can then be created and assigned to specific people with owners, due dates, completion statuses, and supporting information. A single quality issue may require several different actions involving multiple departments or employees. The system provides a centralized view of those actions so the quality team can immediately see what has been completed and what still requires attention.

Automation can handle much of the follow-up that would otherwise depend on someone remembering to send an email. Notifications can be sent when work is assigned, reminders can be generated as due dates approach, and overdue actions can be escalated automatically. Instead of quality managers spending their time manually chasing updates, the system helps keep the process moving.

Completing a corrective action doesn’t necessarily mean the quality issue is finished. The solution can also support a verification stage in which the quality team reviews completed actions, confirms that the appropriate corrections have been implemented, and determines whether the issue is ready to close. This provides a clear and consistent process from the original report all the way through final resolution.

Management visibility is another important part of an effective Quality Management System. Because the information is stored in SharePoint, dashboards and reports can provide a real-time picture of quality performance across the organization. Managers can monitor open issues, overdue corrective actions, issue categories, root causes, resolution times, and other important KPIs without manually assembling reports from multiple sources.

Historical information can also help reveal trends that may not be obvious when looking at individual incidents. If a particular type of defect begins occurring more frequently, a specific process repeatedly generates issues, or corrective actions are consistently becoming overdue, dashboards can make those patterns easier to recognize. This allows the organization to move beyond simply reacting to individual quality problems and begin identifying opportunities for continuous improvement.

Throughout the entire process, the SharePoint record maintains a centralized history of the issue. Submissions, assignments, status changes, approvals, investigation details, photos, documentation, corrective actions, and final verification can all remain associated with the same record. This creates a complete audit trail that can be invaluable during internal reviews, customer inquiries, compliance activities, or formal audits.

Best of all, the solution we’ll demonstrate is built using SharePoint and Infowise Ultimate Forms without requiring custom development. Organizations can configure forms, business rules, processes, notifications, dashboards, and related information using no-code tools while continuing to store their data within their existing Microsoft 365 environment.

Key topics include:

• Capture quality issues directly from the shop floor or from SharePoint

• Take and attach photos directly from the quality reporting form

• Create a consistent, structured process for reviewing new quality issues

• Prioritize issues and assign responsibility to the appropriate people

• Automate investigations and corrective-action workflows

• Document possible causes and identify the final root cause

• Assign multiple corrective actions with owners, due dates, and statuses

• Track resolutions, investigation details, photos, and supporting documentation

• Send automatic assignment notifications, reminders, and overdue escalations

• Verify completed corrective actions before closing an issue

• Monitor quality performance with dashboards, KPIs, charts, and reports

• Track open issues and overdue actions in real time

• Identify patterns and trends before they develop into recurring problems

• Maintain a complete chronological audit trail for every quality issue

• Build the entire solution using SharePoint and Ultimate Forms with no custom code

Join us to see how SharePoint and Infowise Ultimate Forms can transform quality management from a collection of disconnected tasks into a structured, automated process. We’ll demonstrate the complete workflow from initial reporting through review, investigation, corrective action, verification, and final closure, while showing how each stage contributes to better visibility and accountability.

Attendees will also receive the complete downloadable Quality Management solution immediately after the presentation, giving you a working example that you can explore, modify, and adapt to your organization’s own quality management requirements.

Managing contracts becomes increasingly difficult as organizations grow. What may have started as a handful of agreements stored in shared folders or emailed between departments quickly evolves into hundreds or even thousands of active contracts spread across multiple locations. Procurement, legal, finance, human resources, and department managers often maintain their own copies, making it difficult to determine which version is current, who owns the agreement, when it expires, or whether required approvals have been completed.

The consequences of poor contract management can be significant. Renewal dates are missed, causing organizations to become locked into unwanted agreements or lose opportunities to renegotiate more favorable pricing. Critical compliance deadlines slip through the cracks. Employees spend valuable time searching for documents, requesting status updates, or manually tracking contracts in spreadsheets. Approval processes become buried in long email chains with little accountability, while management has limited visibility into upcoming obligations, vendor commitments, or overall contract performance.

A centralized Contract Management solution eliminates these challenges by bringing every agreement into a single, secure SharePoint environment. Instead of relying on disconnected files, spreadsheets, and email conversations, organizations can manage the complete lifecycle of every contract—from initial request through approval, execution, renewal, amendment, and eventual expiration. With all information stored in one location, teams gain confidence that they are always working with the latest version while maintaining complete visibility into the status of every agreement.

In this webinar, we demonstrated how to build a complete Contract Management solution using Infowise Ultimate Forms and Microsoft SharePoint—without writing a single line of code. Using Ultimate Forms' powerful no-code capabilities, you saw how SharePoint can be transformed into a modern business application that streamlines contract administration while providing a professional user experience for employees, managers, legal teams, and executives alike.

The solution begins with a centralized contract repository that serves as the organization's single source of truth. Every contract is stored in SharePoint with comprehensive metadata including contract type, vendor, department, contract owner, effective dates, expiration dates, contract value, payment terms, and business unit. Advanced forms simplify data entry while ensuring users capture all required information consistently.

Supporting documentation is managed alongside each contract, allowing users to store amendments, statements of work, insurance certificates, purchase orders, correspondence, and other related files in one organized location. Version history ensures previous document revisions remain available whenever needed, providing confidence that important changes are never lost.

One of the greatest strengths of Ultimate Forms is its ability to automate complex business processes without requiring development resources. During the webinar, we'll demonstrate configurable approval workflows that route contracts through the appropriate stakeholders based on business rules. Depending on the type or value of the agreement, contracts can automatically be routed through legal review, procurement, finance, executive management, or any combination of approvers. Notifications, reminders, approvals, and status updates happen automatically, eliminating manual follow-up and reducing processing time.

We also demonstrated how the solution proactively manages contract renewals and critical dates. Instead of relying on calendar reminders or manual spreadsheets, automated notifications can alert contract owners weeks or months before important milestones occur. Renewal reminders, expiration warnings, compliance deadlines, insurance certificate expirations, and review dates can all be monitored automatically, helping organizations avoid costly surprises and ensuring contracts receive appropriate attention before deadlines arrive.

Management visibility is another key focus of the solution. Interactive SharePoint dashboards provide executives and department managers with real-time insight into their entire contract portfolio. Users can quickly identify contracts awaiting approval, agreements approaching expiration, high-value vendor relationships, recently executed contracts, or contracts requiring immediate attention. Visual indicators, color-coded status values, KPIs, and summary reports make it easy to understand the overall health of the organization's contract management process at a glance.

Throughout the webinar, we covered features including:

• Creating a centralized SharePoint repository for all contracts and supporting documentation

• Organizing contracts by vendor, department, contract type, owner, and business unit

• Tracking contract values, effective dates, expiration dates, and payment terms

• Building intelligent no-code forms that simplify data entry while enforcing business rules

• Automating contract review and approval workflows

• Routing agreements through legal, procurement, finance, and management approvals

• Managing amendments, supporting documents, and related files

• Automatically notifying users of upcoming renewals, expirations, and compliance deadlines

• Using dashboards, KPIs, and reports to monitor contract activity

• Highlighting contracts requiring immediate action through visual indicators and alerts

• Maintaining complete audit trails of approvals, changes, and workflow history

• Building the entire solution using SharePoint and Ultimate Forms with no custom code

Whether your organization manages dozens of contracts or thousands, this solution provides a scalable framework that improves efficiency, strengthens governance, and reduces organizational risk. By automating routine processes and centralizing information, employees spend less time searching for documents or chasing approvals and more time focused on strategic work. Legal teams gain confidence that every agreement follows established review procedures, procurement departments improve vendor oversight, and executives receive the visibility needed to make informed business decisions.

We demonstrated live how quickly a powerful Contract Management solution can be built using SharePoint and Infowise Ultimate Forms. You learned practical techniques that can be applied immediately within your own organization and see how no-code tools can replace manual processes with a streamlined, automated contract lifecycle.

Employee onboarding is one of the most important business processes within any organization, yet it is often managed through a patchwork of disconnected systems, emails, spreadsheets, and manual follow-up. Human Resources may be responsible for collecting employee information and documents, IT may need to provision accounts and equipment, managers may need to schedule training and introductions, and other departments may have their own onboarding responsibilities as well. Without a centralized system, it becomes difficult to ensure that every task is completed on time and that nothing falls through the cracks.

Many organizations struggle with common onboarding challenges. A new employee arrives on their first day only to discover that no laptop has been ordered. User accounts have not been created. Required paperwork is still missing. Training sessions have not been scheduled. Managers spend valuable time sending reminder emails and tracking progress manually. These issues not only create frustration for employees and managers but also result in lost productivity during a critical period when new hires are forming their first impressions of the organization.

The good news is that these problems can be solved without expensive custom development projects. SharePoint provides an ideal platform for managing onboarding processes, and Infowise Ultimate Forms extends SharePoint with powerful no-code automation, forms, workflow, reporting, and dashboard capabilities that make it possible to build a complete onboarding solution quickly and efficiently.

Create a Structured Employee Onboarding Process

One of the biggest challenges in onboarding is ensuring that every employee follows a consistent process. When tasks are managed through email chains or informal communication, important steps can easily be overlooked.

With Ultimate Forms, organizations can create a structured onboarding workflow directly within SharePoint. Every new employee can be entered into a centralized onboarding system that automatically launches the required activities and tracks progress from start to finish.

Instead of relying on memory or manual coordination, onboarding becomes a repeatable business process with clearly defined steps, responsibilities, deadlines, and accountability. HR, IT, managers, and other departments all work from the same system and have visibility into what has been completed and what still requires attention.

Assign and Track Tasks Across Multiple Departments

Employee onboarding often involves numerous departments working together. HR may need to collect tax forms and employment agreements. IT must create accounts, configure devices, and assign software licenses. Facilities may need to prepare workspace access. Managers may need to assign training and introduce team members.

Ultimate Forms makes it easy to create and assign onboarding tasks automatically. As soon as a new employee record is created, tasks can be generated and routed to the appropriate individuals or teams.

Each task can include due dates, instructions, status tracking, and automated reminders. Team members can update task progress directly within SharePoint, giving everyone involved a clear view of onboarding status without requiring constant follow-up emails or meetings.

Manage Equipment Requests and Account Provisioning

Providing employees with the tools they need to succeed should happen before their first day, yet this is one of the most common onboarding failures.

A well-designed onboarding process can automatically generate requests for laptops, monitors, mobile devices, security badges, software licenses, and system accounts. IT personnel can receive notifications when new tasks are assigned and can update completion status as work progresses.

Because all activities are tracked centrally, managers can immediately see whether equipment has been ordered, delivered, or configured. This eliminates uncertainty and reduces the risk of employees arriving without the resources they need.

Collect Employee Information Through User-Friendly Forms

Many onboarding processes require collecting a significant amount of information from new employees. Personal details, emergency contacts, tax information, direct deposit details, policy acknowledgements, and other documentation must often be gathered and stored.

Ultimate Forms allows organizations to create modern, user-friendly forms directly within SharePoint without writing code. Forms can be customized to display only relevant fields, enforce validation rules, and guide users through the information collection process.

This improves data quality while creating a more professional onboarding experience. Employees can easily provide the information needed while HR benefits from having all data stored in a centralized and organized location.

Automate Notifications, Reminders, and Approvals

One of the largest sources of inefficiency in onboarding is manual follow-up. Managers frequently find themselves sending emails asking whether tasks have been completed or reminding departments about upcoming deadlines.

Ultimate Forms eliminates much of this manual effort through automation. Notifications can be sent automatically when tasks are assigned, completed, or overdue. Reminder emails can be generated at scheduled intervals to ensure deadlines are not missed.

Approval processes can also be automated. Equipment purchases, access requests, training approvals, and other onboarding activities can be routed to the appropriate approvers with a complete audit trail of decisions and actions.

By automating communication, organizations reduce administrative overhead while improving accountability throughout the onboarding process.

Monitor Progress with Dashboards and KPI Indicators

Visibility is critical for successful onboarding. Leadership, HR staff, and managers need to understand where employees are in the process and identify bottlenecks before they become problems.

Ultimate Forms provides dashboards, KPI indicators, rollups, and reporting tools that make onboarding status visible at a glance. Managers can quickly identify overdue tasks, incomplete activities, pending approvals, and onboarding milestones.

Rather than searching through spreadsheets or sending status emails, stakeholders can access real-time information directly from SharePoint dashboards. This visibility enables faster decision-making and helps ensure that onboarding stays on schedule.

Reduce Spreadsheet-Based Tracking

Many organizations still rely on spreadsheets to manage onboarding activities. While spreadsheets may seem convenient initially, they quickly become difficult to maintain as onboarding volume increases.

Spreadsheets often contain outdated information, require manual updates, and provide limited visibility into task ownership and status. They also make it difficult to automate notifications and reporting.

A SharePoint-based onboarding solution built with Ultimate Forms replaces spreadsheet tracking with a centralized system that provides real-time information, automated workflows, and complete process visibility. This reduces administrative effort while significantly improving accuracy and accountability.

No-Code Solution for SharePoint

Perhaps the most attractive aspect of Ultimate Forms is that the entire onboarding solution can be built without custom development. Organizations do not need specialized programming skills or lengthy development projects to implement a powerful onboarding system.

Using visual designers, forms, workflows, dashboards, and automation tools, SharePoint administrators and power users can build sophisticated onboarding solutions that meet their organization's specific requirements.

This approach dramatically reduces implementation time while making it easier to maintain and enhance the solution as business needs evolve.

Join Our Upcoming Webinar

If your organization is struggling with onboarding spreadsheets, manual follow-up, disconnected processes, or lack of visibility, this webinar will demonstrate a practical solution that can be implemented directly within SharePoint.

Join us to see how Infowise Ultimate Forms can be used to build a complete employee onboarding solution using a fully no-code approach. We will demonstrate how to automate onboarding tasks, manage approvals, collect employee information, coordinate activities across departments, and track progress through dashboards and status indicators.

Attendees will also receive a complete downloadable onboarding solution immediately after the presentation, providing a ready-to-use starting point for implementing employee onboarding automation in their own SharePoint environments.

Creating and deploying SharePoint solutions can often become a slow and repetitive process, especially when organizations rely on out-of-the-box tools or traditional development methods. Many businesses struggle with maintaining consistency across environments, recreating the same solutions multiple times, or finding efficient ways to standardize forms, workflows, pages, and list configurations throughout the organization.

Even experienced SharePoint teams can run into challenges when trying to duplicate solutions between departments, rebuild configurations for new projects, or package customizations in a way that can easily be reused. In many cases, organizations depend heavily on developers or highly technical administrators to recreate functionality manually, increasing deployment time and making ongoing maintenance more difficult.

In our next webinar, we will demonstrate how Infowise Ultimate Forms simplifies SharePoint template management with a practical no-code approach designed for business users, power users, and administrators alike. Using the Ultimate Forms Solution Catalog and Template Manager, organizations can quickly deploy complete SharePoint business solutions, customize them for specific requirements, and reuse them across multiple sites without writing code.

Ultimate Forms includes access to a growing Solution Catalog containing more than 440 ready-to-use SharePoint templates covering a wide variety of business scenarios. Instead of starting from scratch, users can install preconfigured solutions that include lists, forms, workflows, dashboards, permissions, navigation elements, and automation already configured and ready to use.

Templates can be searched by category, business process, or functional area, allowing organizations to quickly identify solutions that match their needs. Once installed, templates can be modified and adapted using Ultimate Forms’ no-code tools to fit specific processes, branding, or departmental requirements.

During this webinar, we will demonstrate how organizations can use templates to reduce deployment time, improve consistency, and simplify SharePoint solution management across multiple environments.

Topics covered will include:

• Access over 440 ready-to-use SharePoint templates in the Ultimate Forms Solution Catalog

• Quickly search, install, and deploy templates in just a few clicks

• Modify templates to match your organization’s business processes and requirements

• Package SharePoint sites, lists, libraries, forms, pages, workflows, and navigation into reusable templates

• Reuse templates across departments, projects, or separate SharePoint environments

• Standardize solution structure and user experience across your organization

• Reduce repetitive manual SharePoint configuration work

• Simplify deployment of forms, workflows, dashboards, and automation tools

• Enable business users and administrators to deploy solutions without custom development

• Eliminate many of the challenges associated with traditional SharePoint provisioning approaches

• Maintain consistency while still allowing flexibility for customization

• Fully no-code approach with no development experience required

We will also demonstrate how the Template Manager can be used to package existing SharePoint environments into reusable templates that can be redeployed later. This makes it easier to maintain consistent configurations across teams while reducing the amount of time required to recreate solutions manually.

Whether you are building HR processes, project management systems, help desk solutions, approval systems, dashboards, or department-specific applications, reusable templates can help simplify deployment and reduce ongoing administrative overhead.

This webinar is designed for SharePoint administrators, power users, IT managers, business analysts, and anyone responsible for building or maintaining SharePoint business solutions. Both new and existing Ultimate Forms users will benefit from seeing practical examples of how templates can accelerate solution delivery and simplify long-term management.

Join us to see how easy it can be to deploy, customize, and manage SharePoint solutions using templates in Ultimate Forms. Attendees will receive full access to templates along with guidance and practical examples to help them start building solutions right away.

Approvals are common but complicated...

Approval workflows are one of the most common requirements in SharePoint, yet they are also one of the areas where organizations consistently run into friction. On the surface, approvals sound simple—someone submits a request, someone else reviews it, and a decision is made. But in practice, these processes quickly become complicated. There are multiple stakeholders, conditional steps, escalations, reminders, and a need for clear visibility into status. When these elements are not handled cleanly, what should be a straightforward workflow turns into a source of confusion and inefficiency.

Many organizations attempt to solve this using traditional approaches such as Power Automate or custom-built solutions. While these tools are powerful, they often introduce a level of complexity that is hard to justify for what is fundamentally a common business process. Power Automate flows can become large, difficult to troubleshoot, and highly dependent on the person who built them. Even small changes—like adding an approval step or modifying notification logic—can require digging through layers of conditions and actions. Over time, this leads to brittle solutions that are hard to maintain and even harder to hand off to others.

Custom development introduces a different set of challenges. It may provide flexibility, but it also increases cost, extends timelines, and creates long-term dependency on developers. For many teams, this simply isn’t practical. What organizations really need is a way to implement structured approval workflows that are easy to configure, easy to understand, and easy to maintain—without writing code or managing complex automation logic behind the scenes.

An Easier Way to Do Approvals

In our upcoming webinar, we will demonstrate exactly that: a fast, practical, and highly effective SharePoint approval system built using the new Approval Control in Infowise Ultimate Forms. This solution is designed specifically to eliminate the friction associated with traditional approaches. Instead of building workflows from scratch, you configure approvals directly within your SharePoint forms. The result is a system that is not only faster to implement but also far easier to manage over time.

One of the biggest advantages of this approach is how naturally it integrates into the form experience. Approval workflows are not treated as a separate process—they are embedded directly into the form itself. This means users can immediately see the status of a request, who is responsible for the next step, and what actions have already been taken. There is no need to jump between different tools or dig through email threads to understand what is happening.

The system supports both simple and complex approval scenarios. You can assign one or multiple approvers, configure sequential or parallel approval steps, and adapt the workflow to match your organization’s real-world processes. Whether you are handling purchase requests, project approvals, or internal reviews, the structure is flexible enough to accommodate your needs without adding unnecessary complexity.

Simple Email Approvals

Another key feature is email-based approvals. Approvers can review and act on requests directly from their inbox, without needing to log into SharePoint. This significantly reduces friction and speeds up response times. When combined with automated email notifications, the system ensures that the right people are informed at the right time, without manual follow-up.

Transparency is also a major focus. The approval status and full history are displayed directly within the form, providing a clear audit trail of decisions and actions. Users can quickly understand where a request stands and how it got there. Visual indicators highlight the current stage of the workflow, making it easy to identify bottlenecks or delays.

From a configuration standpoint, the system is designed to be straightforward and intuitive. Outcomes such as Approved, Rejected, or Pending can be easily defined, along with the actions that should occur when those outcomes are reached. This might include updating fields, sending notifications, or triggering additional steps. Because everything is configured within Ultimate Forms, there is no need to manage separate workflows or external logic.

The solution is also fully responsive, working seamlessly across desktop and mobile devices. This is especially important for organizations where approvals need to happen on the go. Whether someone is at their desk or using their phone, they can participate in the approval process without any limitations.

A Complete SharePoint Approvals Solution

In this webinar, we will walk through the complete setup of an approval system from start to finish. You will see how quickly a fully functional workflow can be implemented, and how easily it can be adapted to different scenarios. The focus will be on practical, real-world usage—not theory—so you can immediately apply what you learn.

As an added bonus, all attendees will receive a downloadable template that includes everything demonstrated during the session. This template provides a ready-to-use foundation, including SharePoint lists, customized forms, approval configurations, and automation settings. Instead of starting from scratch, you will have a working solution that you can deploy and modify to fit your specific requirements.

If you have struggled with building or maintaining approval workflows in SharePoint, this session will give you a clear alternative. The goal is not just to show what is possible, but to provide a realistic path to implementing approvals in a way that is efficient, maintainable, and aligned with how your organization actually works.

Managing technology assets such as laptops, monitors, phones, and printers requires more than a simple list. Many organizations begin tracking equipment in spreadsheets or basic SharePoint lists, but these approaches quickly become difficult to maintain. Records become inconsistent, updates are missed, and it becomes difficult to determine who currently has responsibility for each device.

A modern asset tracking system should do more than store information. It should guide users through consistent data entry, automate notifications, and provide clear visibility into asset status and ownership.

Using SharePoint together with Infowise Ultimate Forms, organizations can build a complete asset tracking system that centralizes information while remaining simple for everyday users to maintain. In our upcoming webinar, we will demonstrate a fully functional SharePoint Asset Tracking solution built entirely with Ultimate Forms. The solution requires no custom code and works seamlessly on both desktop and mobile devices.

Centralized Asset Records

An effective asset tracking system starts with a centralized inventory database. A SharePoint list can store all equipment records in one structured location, including information such as:

• Asset type

• Serial number

• Purchase date

• Warranty expiration

• Assigned employee or department

• Current asset status

Having a single system of record eliminates the confusion that often comes from scattered spreadsheets or disconnected tracking tools. SharePoint also provides built-in security, permissions, and version history, ensuring that asset data remains accurate and controlled.

Ultimate Forms enhances this structure by providing customizable forms that guide users through the correct data entry process, ensuring that records are complete and consistent.

Smart Forms that Adapt to Asset Types

Different assets require different information. A laptop may need operating system details and warranty information, while a printer may require maintenance schedules and supply tracking.

Ultimate Forms allows administrators to create smart forms with conditional logic. Fields automatically appear or hide depending on the asset type selected.

For example:

• Selecting Laptop can display CPU, RAM, and operating system fields.

• Selecting Printer can display toner status and maintenance information.

This approach keeps forms simple for users while still capturing the detailed information needed for effective asset management.

Mobile Updates from Anywhere

Asset management often happens away from a desk. IT staff may be installing equipment, facilities teams may be checking devices across multiple locations, or employees may need to report issues from the field.

Ultimate Forms automatically creates mobile-friendly forms that adapt to smaller screens. Users can update asset records directly from their phones while interacting with the equipment.

Staff can quickly:

• Capture asset photos

• Update device status

• Record notes or maintenance details

• Assign assets to employees

By allowing updates to happen immediately in the field, organizations reduce delays and maintain more accurate records.

QR Code Scanning for Fast Asset Lookup

Many organizations attach QR codes or barcodes to their equipment to simplify tracking.

With a SharePoint-based asset system, each QR code can link directly to the corresponding asset record. When a user scans the code with their phone, the asset record opens instantly.

This makes it easy to:

• Verify asset details

• Update equipment status

• Log maintenance activity

• Confirm ownership or assignment

QR code integration eliminates time-consuming searches and allows users to interact with the correct asset record immediately.

Automated Notifications and Alerts

Tracking assets also requires timely action. Warranties expire, equipment must be returned, and maintenance schedules need to be followed.

Ultimate Forms includes automation features that allow administrators to configure alerts and workflows without programming.

Examples include:

• Notifications when warranty dates approach

• Emails when assets are assigned or returned

• Alerts when maintenance deadlines are approaching

• Reminders when equipment has not been returned

These automated notifications help organizations stay proactive and avoid missed maintenance or lost equipment.

Visual Status Indicators

Large asset inventories can quickly become difficult to interpret when reviewing lists of records.

Ultimate Forms provides visual indicators and color-coded status icons that display directly in SharePoint views. These indicators allow users to immediately identify conditions such as:

• Overdue maintenance

• Assets awaiting approval

• Devices currently assigned

• Equipment that is inactive or retired

Visual cues allow teams to quickly spot issues and take action without digging through individual records.

Powerful Search and Filtering

As asset inventories grow, locating specific equipment becomes increasingly important. SharePoint views combined with Ultimate Forms filtering tools allow users to quickly find assets based on criteria such as:

• Department

• Asset category

• Assigned employee

• Current status

• Location

Filtered views allow different teams to focus only on the assets relevant to their responsibilities, improving efficiency and usability.

See the Full Solution in Action

SharePoint provides a powerful foundation for managing organizational data. When combined with Infowise Ultimate Forms, it becomes a complete no-code platform for building sophisticated business applications, including asset management systems.

In this webinar, we will demonstrate how these features work together to create a practical, easy-to-maintain asset tracking solution.

All attendees will receive a downloadable template that includes the SharePoint lists, forms, automation rules, and configuration settings used in the demonstration. This allows you to quickly implement the solution in your own environment.

If your organization is currently managing equipment with spreadsheets or disconnected tools, this session will show how SharePoint and Ultimate Forms can transform asset tracking into a structured, automated, and mobile-friendly system.

Your organization runs on processes. Projects must stay on track. Support tickets must be resolved quickly. Sales pipelines must be monitored. Leadership needs visibility. Yet for many teams using SharePoint, there is still a gap between storing information and truly seeing what matters.

The data is there. It lives in SharePoint lists. It is updated daily by staff across departments. But without a clear, visual way to present key measurements, important signals get buried in rows and columns. Managers end up exporting to Excel. Developers reach for complex tools. Teams build one-off reports that require ongoing maintenance. Before long, what should have been simple status visibility turns into a time-consuming technical project.

In our upcoming webinar, we’ll demonstrate how Infowise Ultimate Forms provides a practical, elegant solution: a fully customizable SharePoint Status Board built directly on top of your existing lists. No coding. No expensive add-ons. No complex infrastructure.

Instead of struggling to extract data, you’ll learn how to surface it instantly and present it in a format that leadership, team members, and stakeholders can understand at a glance.

Pick the Metrics That Matter Most

Every organization is different. A help desk team may care about open tickets and response times. A project management group may track milestones and budget variance. Sales leaders may focus on pipeline value and close ratios.

With Infowise Ultimate Forms, you define your own key metrics. Choose the fields and calculations that reflect the true health of your operations. Want to display the number of open issues? Done. Need to calculate overdue tasks automatically? Easy. Want to show the percentage of completed milestones? That’s built in.

You are not locked into a rigid dashboard structure. The board reflects your business priorities.

Display Measurements in Clear, Color-Coded Boxes

A status board should communicate instantly. When someone walks by a screen or opens the page, they should understand the situation in seconds.

We’ll show how to present measurements in bold, color-coded tiles. Green means on track. Yellow signals caution. Red highlights areas needing attention. These visual indicators eliminate ambiguity and reduce the need for lengthy explanations.

Instead of asking, “How are we doing?” your teams can immediately see the answer.

Add Interactive Filters for Deeper Insight

High-level visibility is important, but teams also need flexibility. In the webinar, we’ll demonstrate how to add interactive filters that allow users to narrow the data by department, date range, project type, priority level, or any other relevant dimension.

With a few clicks, a manager can move from organization-wide metrics to team-specific insights. There’s no need to open multiple reports or request custom exports. The same board adapts dynamically to user selections.

This makes the status board not just a display tool, but an interactive management tool.

Automatically Roll Up Key Data

Many SharePoint dashboards fail because aggregating data across lists is complicated. Teams often rely on Power Automate flows or external reporting systems to calculate totals and summaries.

Infowise Ultimate Forms simplifies this process. We’ll show how to automatically roll up counts, sums, averages, and calculated values directly from your SharePoint lists. As items are created or updated, the board reflects the new totals without manual intervention.

This eliminates duplicate data entry and reduces the risk of inconsistent reporting.

Data Refreshes Automatically

A status board is only valuable if it reflects current information. Static screenshots and manual refreshes defeat the purpose.

The SharePoint Status Board we demonstrate will refresh automatically as list data changes. When a ticket is closed, the open count decreases. When a project milestone is completed, the completion percentage adjusts. When new sales opportunities are added, totals increase.

Your board becomes a living representation of your organization’s activity.

Looks Great on Large Displays

Many organizations mount large screens in operations centers, support areas, manufacturing floors, or executive spaces. A well-designed status board should be readable from across the room.

We’ll show how to configure the layout so it looks clean and professional on large TVs and monitors. Bold metrics, clear labels, and structured alignment ensure that your information is visible and impactful in shared spaces.

Create Custom Boards for Each Team

Different teams have different priorities. Instead of building a single overloaded dashboard, you can create focused boards for each department.

Support can have one board. Projects can have another. Sales can maintain its own view. Executives can have a summarized, high-level board that rolls up the most important metrics from across the organization.

Each board is built from the same underlying SharePoint data but tailored to its audience.

Track What Matters: Tickets, Projects, Sales, and More

The possibilities extend far beyond a single use case. During the webinar, we’ll demonstrate scenarios such as:

• Open support tickets and SLA compliance

• Project health and milestone tracking

• Sales pipeline totals and monthly performance

• Task completion rates

• Compliance and approval status

If the data exists in SharePoint, it can be surfaced on your status board.

If your organization has struggled to display meaningful status information without heavy development or expensive licensing, this session is for you.

Join us to learn how to build your own powerful SharePoint Status Board using Infowise Ultimate Forms. You’ll see exactly how to configure the lists, forms, views, automation, and board layout step by step.

As a bonus, all attendees will receive the complete solution template immediately after the presentation — including lists, forms, views, automation components, and the full Status Board page — so you can implement the solution in your own environment right away.

Don’t miss this opportunity to transform how your organization monitors critical processes and turns SharePoint data into actionable insight.

Automating SharePoint Processes with Ultimate Forms Actions

Automation has become an essential part of modern SharePoint solutions. Organizations rely on repeatable processes such as approvals, notifications, provisioning, record updates, document generation, security changes, and integrations with other systems. When these activities are handled manually, they quickly become slow, inconsistent, error prone, and difficult to scale.

Productivity improves dramatically when these processes are automated. When automation is combined with intelligent custom forms, SharePoint becomes more than a place to store data. It becomes a platform for building complete business solutions that guide users, enforce business rules, trigger workflows, and connect with the rest of your digital environment.

To demonstrate how this can be achieved quickly and without development effort, we recently hosted a webinar focused on Ultimate Forms Actions. The webinar recording is now available, along with an installable template that allows you to explore the solution directly in your own SharePoint environment.

Why Automation Matters in SharePoint

Traditionally, automation in SharePoint has been associated with complex development tools. Many organizations rely on Power Automate flows, scripts, Azure services, or specialized workflow engines to automate their processes. While these tools are powerful, they also require technical expertise, ongoing maintenance, and significant development time.

For many teams, especially those led by business analysts or administrators rather than developers, this complexity creates a barrier. Implementing even simple automation often requires IT involvement and extended project timelines.

Ultimate Forms Actions takes a different approach. Instead of building workflows externally, automation is configured directly within SharePoint forms using clear and intuitive rules. This makes it possible to build powerful business processes without code and without relying on complex workflow platforms.

Automation Built Directly into the Form

With Ultimate Forms Actions, automation becomes part of the form itself. When a user submits, edits, or updates a form, the system can automatically perform a series of tasks in the background.

This approach keeps business logic close to the data and the user interaction. Instead of building complicated automation outside SharePoint, administrators can configure rules that respond directly to form activity.

Ultimate Forms includes 22 different Action types that can be combined to create a wide range of workflows and business solutions.

Because these Actions are configured through a visual interface, they are easy to understand, maintain, and extend as requirements evolve.

Managing SharePoint Data Automatically

One of the most common uses of Actions is automating how SharePoint items are created and updated.

With only a few configuration steps, Actions can:

• Create new list items

• Update existing records

• Copy information between lists

• Archive closed items

• Delete outdated records

For example, when a request form is submitted, the system can automatically create related records in another list. When a status column changes, a master record can be updated with the new information. When a project closes, records can be moved to an archive.

All of this can be done without writing scripts or building Power Automate flows.

Automating File and Attachment Management

Handling documents and attachments often introduces manual work and inconsistencies. Users may upload files with incorrect names, store them in the wrong location, or forget to organize them properly.

Actions can automate file management tasks such as:

• Copying attachments between lists

• Moving files into document libraries

• Renaming files using metadata

• Creating folder structures automatically

Instead of relying on users to follow strict file management rules, the system enforces them automatically.

This ensures documents remain organized and easy to locate.

Flexible Email Notifications

Email communication is a key part of most business workflows. Requests, approvals, reminders, and status updates all rely on timely notifications.

Ultimate Forms Actions includes built in email automation that can trigger messages based on any condition.

For example, emails can be sent when:

• A form is submitted

• A request is approved or rejected

• A deadline approaches

• A status column changes

Email templates can include dynamic content pulled directly from SharePoint columns. This allows notifications to contain personalized information about the item being processed.

Whether sending approval requests, escalation alerts, or completion confirmations, the system handles communication automatically.

Automated Provisioning of SharePoint Resources

One of the most powerful capabilities of Actions is automated provisioning.

Based on form submissions, the system can automatically create:

• SharePoint lists

• Document libraries

• Folder structures

• Entire SharePoint sites

For example, when a new project request is approved, the system can automatically create a dedicated project site. The site can include predefined libraries, metadata, and permissions.

This eliminates the need for manual setup and ensures consistency across projects.

Dynamic Security and Permission Updates

Security often changes as processes move through different stages.

For example, during an approval process, different people may need access to a record at different times. Actions can automatically update permissions as the workflow progresses.

When a form changes state, Actions can:

• Grant access to specific users or groups

• Remove permissions from previous participants

• Assign access to departments or teams

This allows you to create secure, role based processes that adapt automatically as the item progresses through its lifecycle.

Integrating SharePoint with External Systems

Modern business processes rarely operate in isolation. SharePoint often needs to exchange data with other systems such as CRM platforms, HR tools, or financial systems.

Ultimate Forms Actions can integrate with external services using APIs and webhooks. This allows SharePoint solutions to communicate with other applications and synchronize information automatically.

For example, data collected in a SharePoint form could be sent to a CRM system or used to update an external database.

These integrations expand the role of SharePoint within the broader digital ecosystem.

Automatic PDF Generation

Many organizations require professionally formatted documents generated from structured data.

Actions can automatically create PDF documents using information stored in SharePoint columns. These documents can represent contracts, reports, invoices, inspection summaries, certificates, or other formal records.

Once generated, PDFs can be:

• Stored in document libraries

• Attached to SharePoint items

• Sent via email

This capability eliminates manual document preparation while ensuring consistent formatting.

Extending Automation Across Microsoft 365

Ultimate Forms Actions can also automate tasks across other Microsoft services.

Automation can include updates to:

• Entra ID user accounts

• Exchange mailboxes

• Microsoft Teams workspaces

This allows SharePoint forms to become the starting point for broader organizational processes.

For example, onboarding a new employee could begin with a single form submission. Once submitted, Actions could automatically create the user account, assign security groups, provision a mailbox, add the employee to Teams channels, generate onboarding documents, and notify HR.

All of these steps happen automatically without code.

Designed for Business Users

One of the most important aspects of Ultimate Forms Actions is accessibility.

The system is designed for business analysts, administrators, and power users rather than only developers. Because configuration is visual and intuitive, organizations can build sophisticated automation without specialized technical skills.

Processes are easier to understand, document, and modify when requirements change.

This dramatically reduces the time required to implement and maintain solutions.

Watch the Webinar Recording and Try the Template

During our recent webinar, we demonstrated how Ultimate Forms Actions can automate real business processes directly inside SharePoint forms.

The session covered real world examples including approvals, provisioning, notifications, document generation, security updates, and integrations with other systems. Attendees were able to see how complete workflows can be built using simple rules and configuration.

If you missed the live event, the recording is now available to watch at your convenience. We are also providing a downloadable template that you can install in your own SharePoint environment to explore the solution firsthand.

By installing the template and watching the demonstration, you can see how quickly automation can transform SharePoint into a powerful business process platform.

Explore the recording and template to discover how Ultimate Forms Actions can simplify automation and accelerate solution development across your organization.