SharePoint Forms

Forms is a free tool that puts a better form over a SharePoint list: conditional fields, validation and attachments, writing straight to the list. It deploys into your own Microsoft 365 in under 30 minutes, and clean fields at the point of capture beat cleaning up later.

  • Deploys in under 30 min
  • Runs in your own tenant

The job it does

A better form over a SharePoint list: conditional fields, validation and attachments, writing straight to the list.

What this does for your AI

Clean fields at the point of capture beat clean-up later.

Where it leads

Where you want the full picture rather than one slice of it, this is the Custom Operational Apps engagement.

Deploys in under 30 min into your own Microsoft 365 tenant, on the licences you already hold. Nothing leaves your environment and there is nothing to buy.

Get SharePoint Forms

Tell us where to send it and we'll get you access. No trial, no licence, and it deploys into your own tenant.

How to read what it finds: A better list form →

Common questions

01. Does it write to our SharePoint list?

Yes, and that is the point. A submission writes one item to the list you point it at, with any attachments on that item. It does not create lists, alter columns or touch anything else in the site.

02. What happens to the items already in the list?

Nothing. It sits over the list you already have, so existing items, views and any flow reading them keep working. Take the form away and the list is exactly as it was.

03. Can people outside our organisation fill it in?

Only if you publish it that way. By default it is an internal form and respects the list’s own permissions, so somebody who cannot see the list cannot submit to it.

04. What permissions does the SharePoint Forms need?

Site owner once, to install it. After that a person needs contribute on the target list to submit, which is the permission they would need to add the item by hand.

05. Is the SharePoint Forms a trial for something paid?

No, and there is no paid version of the form. Where the form is one step in a process rather than the whole of it, that is a Custom Operational Apps engagement.

SharePoint Forms does one thing. Custom Operational Apps is the rest of it.

Run it. If what it shows you is bigger than one tool can fix, that is a Custom Operational Apps conversation — scoped against what you actually found rather than against a template.

See Custom Operational Apps →