WITH LIGHTNING FORMS.
Lightning Forms helps Site Owners and business teams transform standard SharePoint New, Edit and Display forms with flexible layouts, conditional logic, calculations, validations and automated actions.
HOLDING YOUR PROCESSES BACK?
BETTER FORMS CREATE BETTER DATA
NOT JUST CAPTURE INFORMATION
Standard SharePoint forms present fields, but they do little to guide users through the task. Long layouts, irrelevant questions and manual follow-up create frustration, errors and incomplete data. Lightning Forms transforms SharePoint list forms into guided experiences with responsive layouts, conditional logic, calculations, validations and automated actions.
IN THE CONTEXT OF SHAREPOINT
Design directly within the SharePoint form itself and see your changes in context as you work. Lightning Forms provides an intuitive visual experience for transforming standard New, Edit and Display forms—without switching to a separate development environment.
Create clear, responsive layouts that guide users through each process. Arrange fields into columns, sections, tabs and process steps, then apply dynamic behaviour to ensure every user sees the information relevant to them.
- Design New, Edit and Display forms independently
- Create responsive multi-column layouts
- Organise information using sections, tabs and process steps
- Add sublists for related items and one-to-many scenarios
- Show or hide content dynamically using expressions
- Apply styling and conditional formatting without writing CSS
MAKE EVERY FORM RESPOND
INTELLIGENTLY
Use the intuitive Expression Builder to add calculations, conditions and dynamic behaviour without struggling with complex syntax.
Build calculated text, assign values and combine built-in functions with placeholders from form fields, related sublists and the current SharePoint context. For advanced requirements, expressions can also be extended using JavaScript.
Create logic that responds to the current user, list item or form state—for example, showing a section only when the user belongs to a particular SharePoint group.
- Build calculated text and dynamic values
- Use built-in functions and operators
- Reference fields from the current form
- Calculate totals and other values from related sublists
- Use contextual information such as the current user
- Check group membership and other user properties
- Extend expressions with JavaScript when required
- Test and evaluate results before saving
INTO ACTION
Lightning Forms does more than collect information. Its visual Action Builder lets you automate what happens when a form opens or when a user selects a custom action button.
Combine actions into structured sequences with conditions, loops and scopes. Guide users through successful and failed outcomes while keeping the entire experience inside the SharePoint form.
- Run actions automatically when a form loads
- Create custom action buttons for specific business tasks
- Save forms and set field values
- Send emails and display contextual messages
- Redirect users to another tab, form or page
- Add conditions, loops and reusable scopes
- Handle successful and failed outcomes differently
- Extend processes with premium actions when required
MAKE EVERY FORM
FEEL LIKE YOURS
Create forms that complement your SharePoint theme or establish a distinctive visual style for a particular process, department or audience.
Lightning Forms gives you detailed control over fields, labels, tabs, sections and other form elements—without requiring custom CSS. Use theme colours for consistency or apply your own colours, borders and formatting to create a more tailored experience.
Conditional styling can also respond to form data in real time, helping users immediately recognise important statuses, warnings and required actions.
- Use colours from your existing SharePoint theme
- Apply custom colours and formatting when required
- Style fields, labels, tabs, sections and panels
- Control borders, spacing, alignment and interactive states
- Apply styles conditionally using rules and expressions
- Highlight approvals, warnings, overdue items and other statuses
- Preview styling before applying it to the form
- Reuse and share styles across multiple forms
CONNECTED DATA
TO THE RIGHT INFORMATION
Give users accurate, relevant choices by connecting forms to information beyond the current SharePoint site.
Enhanced Lookup fields can retrieve information from lists across different SharePoint sites and display multiple columns to help users identify the correct record. Cascading filters progressively narrow the available choices based on earlier answers, creating faster and more accurate data entry.
Lightning Forms can also surface external business information indexed through Microsoft 365 Copilot connectors—bringing data from systems such as CRM, service management and business databases into the form experience.
- Look up information across SharePoint sites
- Search and display multiple source columns
- Filter results using values from other form fields
- Create cascading and dependent lookups
- Present only contextually relevant choices
- Surface external data through Microsoft 365 Copilot connectors
- Reduce duplicate entry and selection errors
- Keep connected information accessible within SharePoint
Lightning Forms is a no-code SharePoint form design tool that allows Site Owners and business users to customize SharePoint list forms. It enables you to build responsive layouts, apply conditional logic, and automate actions directly within SharePoint Online or SharePoint Server 2019 & SharePoint Server SE.
Lightning Forms is built for SharePoint Site Owners, power users, and business teams who need to design and automate list forms without relying on developers or IT. It’s ideal for customizing forms for processes like requests, approvals, audits, and registrations.
Lightning Tools Forms Studio provides for more solution architects requiring Form Design solutions.
Yes. Lightning Forms is entirely no-code. You can build dynamic forms, add validations, automate actions, and apply conditional formatting without any development skills. For advanced users, there is also the option to insert custom expressions or JavaScript when needed.
You can automate tasks like sending emails, updating SharePoint list items, saving or closing the form, displaying messages, or generating documents. These can be triggered on form load or via action buttons—no Power Automate required.
Yes. You can export and import forms, layouts, expressions, and style templates between SharePoint sites. This makes it easy to maintain consistency across your intranet or replicate solutions across departments.
Absolutely. With the built-in Expression Builder, you can show or hide fields, sections, or tabs based on list data or user input. You can also perform real-time calculations and validations directly within the form.
Lightning Forms is designed for individual list customization by Site Owners and business users. Forms Studio, on the other hand, is an advanced solution builder aimed at Solution Architects who need to package entire solutions, automate across multiple lists, and deploy to multiple sites.
Yes. Lightning Tools offers a dedicated Form Migrator tool that helps you transition from legacy form technologies like InfoPath and Nintex to modern SharePoint list forms. The Form Migrator can transfer both your form design and data into Lightning Forms or other supported platforms such as Power Apps—ensuring continuity, compliance, and a faster path to modernization.