Default SharePoint forms are designed for simple data capture, not real business processes. They offer limited single column layout, limited logic, and control. Excel or Word is often used as forms and makes data collection for business processes challenging, while emailing information that should be in a form leads to time delays and inefficiencies.
Power Apps can address some of these gaps, but often introduces a steep learning curve and shifts ownership away from the business. Designing and maintaining apps typically requires specialist skills, ongoing support, and more time than many everyday processes justify. The result is a gap between what the business needs and what it can realistically build and maintain.
Common challenges include:
- Basic SharePoint forms that lack structure, logic, and flexibility
- Business teams unable to adapt forms without technical support
- Power Apps requiring specialist skills and ongoing maintenance
- Processes becoming over-engineered for simple requirements
- Slow delivery of forms and workflows as demand increases
Lightning Forms, Lightning Tools Actions, and Document Generator turn SharePoint into a practical, business-led process platform. Business users can design forms around real operational needs—without code, without complexity, and without waiting on developers. The tools are intuitive enough for everyday use, yet powerful enough to support critical business processes.
Once data is captured, Actions automate what happens next. Approvals, task assignments, notifications, and updates happen automatically, keeping work moving and teams informed without manual follow-ups or email chains. Processes stay consistent, visible, and easy to adapt as requirements change.
Document Generator completes the picture by turning SharePoint list items into formal business records. Data entered once becomes Word documents or PDFs that can be printed, shared, emailed, or stored as an auditable record—removing rekeying, reducing errors, and saving time across the organisation.
- Build forms that reflect real business processes—without developer skills
- Automate approvals, tasks, notifications, and field updates
- Improve communication and reduce manual follow-ups
- Generate Word or PDF documents directly from SharePoint data
- Capture consistent records that can be shared, stored, or audited
Business teams can design, run, and evolve their own processes without technical friction. Forms, approvals, and document generation happen where work already lives in SharePoint—faster to build, easier to change, and aligned to real business needs.
Processes become structured, automated, and consistent across the organisation, reducing manual effort and dependency on specialist skills. IT retains governance and oversight, while the business moves at its own pace.
- Faster process delivery with lower development and support costs
- Improved consistency, accuracy, and accountability across teams
- Scalable, repeatable solutions that grow with the organisation
All data remains in your Microsoft 365 tenant, stored in your existing SharePoint lists and libraries. No data is moved outside your environment, and nothing is stored in third-party systems. The solution works entirely within your tenant, respecting your permissions, compliance policies, and security controls.
Business teams who own processes and understand the problem they’re trying to solve—without needing developer skills. IT retains oversight and governance, but everyday process design sits with the business.
No. Forms, automation, and document generation are designed to be intuitive and business-friendly. If you understand the process, you can build it—without writing code or managing complex apps.
Default SharePoint forms are limited in layout, logic, and process control. This solution adds structure, automation, approvals, and document generation—turning simple lists into complete business processes.
Power Apps is powerful but often requires specialist skills and ongoing maintenance. This approach is intentionally business-led, faster to adopt, and better suited to everyday operational processes without over-engineering.
Yes. SharePoint list items can be turned into Word documents or PDFs that can be printed, emailed as attachments, or stored as official records—automatically and consistently.
Forms Studio is ideal when you want a centralised, Solution Architect-led approach—designing, governing, and deploying forms and workflows at scale across multiple teams, sites, or departments.
Yes. Legacy InfoPath forms can be migrated to modern SharePoint-based forms using Lightning Tools Form Migrator. Both the form structure and the existing data can be brought across, allowing organisations to retire InfoPath while preserving business-critical processes and records.