BUILD COMPLETE SHAREPOINT SOLUTIONS WITH FORMS STUDIO
Design forms, automate processes and deploy reusable business solutions across SharePoint.

Forms Studio helps SharePoint Solution Builders transform SharePoint lists into complete business applications. Bring forms, automation, document generation, pages and AI Agents together—then package and deploy the entire solution consistently across your organisation.
Design Complete Solutions
Create professional forms and pages with flexible layouts, validation, calculations and conditional behaviour.
Automate Every Stage
Run actions from buttons, form events, SharePoint item changes or schedules to keep processes moving.
Package and Deploy
Bundle forms, automation, pages, permissions, agents and supporting assets into reusable SharePoint solutions.
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Design Centrally. Deploy Consistently.
BUILT FOR SHAREPOINT SOLUTION ARCHITECTS
Forms Studio gives Solution Architects a central environment for designing complete SharePoint business solutions. Forms, automation, documents, pages, permissions and supporting assets can be assembled and managed as one cohesive application—not as disconnected components.
EVERYTHING A SHAREPOINT SOLUTION NEEDS—IN ONE STUDIO
FORMS AND USER EXPERIENCES
Design forms, layouts and pages that guide users through each stage of a business process.
BUSINESS RULES AND VALIDATION
Use calculations, conditional behaviour and validation to improve accuracy and control how forms respond.
ACTIONS AND AUTOMATION
Let users initiate actions, or run processes automatically when SharePoint items change.
SCHEDULED PROCESSES
Run recurring and time-based actions without waiting for someone to open a form or update an item.
DOCUMENTS AND OUTPUTS
Generate Word documents and PDFs from solution data, then store, share or send them automatically.
PACKAGING AND DEPLOYMENT
Package the complete solution and deploy it consistently across selected SharePoint sites.
MOVE BEYOND ONE-OFF FORMS.
DESIGN THE SOLUTION, NOT JUST THE FORM

A business application is more than its user interface. Forms Studio brings the form, process logic, automation, documents, pages, permissions and deployment together as one managed SharePoint solution.

SharePoint FORM DESIGn

TURN SHAREPOINT FORMS INTO GUIDED USER EXPERIENCES

Standard SharePoint forms rarely reflect the way a real business process works. Forms Studio gives Solution Architects complete control over the New, Edit and Display forms associated with each SharePoint list.

Arrange fields into tabs and responsive multi-column sections, reveal or hide content when it becomes relevant and use the Expression Builder for calculations, validation and dynamic behaviour. Add related sublists, styling and actions to create an experience that guides users through the process.

  • Design the New, Edit and Display forms independently
  • Organise complex forms using tabs and multi-column sections
  • Show or hide sections and fields based on form data
  • Build calculations and business rules with the Expression Builder
  • Display and edit related information through sublists
  • Apply styling and add actions directly to the form experience

ACTION BUILDER

AUTOMATE THE PROCESS, NOT JUST THE FORM

Business processes need to respond at different moments—not only when someone selects a button. Forms Studio uses one visual Action Builder for form-load actions, action buttons, event-triggered automation and scheduled processes.

Build multi-step logic using variables, scopes, branches and success or failure paths. Actions can also be exposed through SharePoint list command bars or web parts, giving users a simple way to launch powerful Microsoft 365 processes from where they already work.

  • Run actions when a form loads or a user selects a button
  • Trigger processes when SharePoint items are created or updated
  • Schedule actions to run at defined times or recurring intervals
  • Add action buttons to forms, list command bars and page web parts
  • Build structured logic with scopes, conditions and branches
  • Send emails, post in Teams, create Planner plans and perform other Microsoft 365 actions

AI ASSISTANT

DESCRIBE THE LOGIC. LET AI HELP BUILD IT.

Powerful SharePoint solutions often require expressions and CAML queries, but writing the correct syntax can slow down even experienced Solution Architects.

The Forms Studio AI Assistant turns natural-language instructions into suggested expressions or CAML. Describe the calculation, business rule or items you need to retrieve, then review, test and insert the generated result directly into your solution.

  • Build expressions from plain-language instructions
  • Create calculations, validation and conditional form behaviour
  • Generate CAML for querying specific SharePoint items
  • Use available fields and placeholders within generated logic
  • Copy or insert suggested output into the relevant editor
  • Test and refine the result while retaining architectural control

PACKAGE AND DEPLOY

DESIGN ONCE. DEPLOY CONSISTENTLY.

Forms Studio packages the forms, automation, pages, permissions and supporting assets that make up your business application into one versioned solution.

Select the required package and deploy it directly to a SharePoint site through a guided verification process. This gives Solution Architects control over releases while ensuring users receive the same complete, tested experience wherever the solution is deployed.

  • Package the complete application as one solution
  • Maintain identifiable versions for controlled releases
  • Review package history, status and deployment logs
  • Select the exact version required for each deployment
  • Verify the destination before publishing
  • Deploy consistently across multiple SharePoint sites
Need to discuss if this is right for you?
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Feature Comparison of Lightning Tools Form & Automation Products

This table provides a side-by-side comparison of Lightning Tools’ products: Lightning Forms, Lightning Tools Actions, Document Generator, and Lightning Tools Forms Studio. Each product offers unique functionalities designed to enhance SharePoint capabilities through form customization, automation, document generation, and comprehensive deployment solutions. The comparison covers primary functions, customization capabilities, deployment options, SharePoint integration, Graph API integration, and ideal use cases, helping users choose the best solution for their SharePoint needs.

Feature
Lightning Forms
Lightning Tools Actions
Document Generator
Lightning Tools Forms Studio
Primary Function Create and customize forms on SharePoint lists and libraries. Automate actions on SharePoint lists and libraries, like sending emails and updating items. Generate documents from templates with data from SharePoint lists and libraries. Comprehensive solution that includes form design, automation, document generation, and packaging of SharePoint elements.
Customization Capabilities High level of customization for form fields, layout, and appearance. Customizable actions and triggers; integrates with the list command bar and web parts for flexible UI. Customizable templates that can pull specific data fields. Combines all customization options from Lightning Forms, Actions, and Document Generator, allowing for packaged solutions.
Deployment Options Deployed on individual SharePoint sites as needed. Actions can be configured as buttons on site pages, or as list command bar buttons in SharePoint lists allowing for actions to be run against multiple list items. Create documents or convert documents from SharePoint list forms, list command bar buttons or document libraries. Allows packaging and deployment across multiple SharePoint sites; supports templates and SharePoint permissions, pages, and more.
Integration with SharePoint Fully integrated with SharePoint for list and library forms. Integrated into SharePoint list command bars and side panels for quick action access, and as an SPFx web part. Works within SharePoint, accessing list/library data to generate documents. Full integration with SharePoint; deploys packaged solutions including permissions, pages, actions, and forms across sites.
Graph API Integration Limited to SharePoint data usage. Limited to SharePoint data usage. N/A Microsoft Graph API support for actions, Teams creation, and other Microsoft 365 functionalities.
Ideal Use Case For users who need to enhance SharePoint forms with custom fields, validation, and improved UX. Suitable for automation within SharePoint lists, especially for email notifications, data updates, and document management. Best for organizations needing PDFs & Word Documents for sharing, printing, or storage. Ideal for enterprise-level deployments requiring integrated forms, automation, document generation, and deployment across multiple sites.