Lightning Forms - SharePoint Form Design Tool
WHY CHOOSE LIGHTNING FORMS?
Lightning Forms is a powerful SharePoint form design tool that enables Site Owners to transform standard SharePoint list forms into user-friendly, dynamic solutions—without writing a single line of code. Customize your forms with advanced logic, conditional formatting, calculations, and validations to meet real business needs. Designed for speed and simplicity, Lightning Forms integrates seamlessly with SharePoint Online and SharePoint 2019, helping you improve data accuracy, streamline workflows, and boost productivity across your organization.
- Improved Efficiency: Streamline data entry and workflows by creating customized, user-friendly forms that reduce manual input errors and save time.
- Enhanced User Experience: Design intuitive forms with advanced features like conditional formatting and dynamic field behavior, making it easier for users to interact with SharePoint lists.
- No-Code Customization: Empower non-technical users to build and modify forms without the need for coding skills, reducing dependency on IT resources and speeding up deployment.
- Flexible Functionality: Easily add business logic, calculations, and validations to your forms to meet specific business requirements and ensure data consistency.
Lightning Forms offers a comprehensive suite of features designed to enhance the functionality and usability of SharePoint list forms, making it easier for users to create, manage, and interact with data. With support for multiple column, responsive modern forms, Lightning Forms ensures that your forms are visually appealing and adapt seamlessly to any device. It also includes advanced features like tabs for organized data entry, cross-site data lookup to pull in information from different sites, and the ability to dynamically hide fields based on user input or other conditions. For scenarios involving one-to-many relationships, Lightning Forms allows you to insert sublists directly into your forms, providing a clear and intuitive way to manage complex data. Additionally, powerful styling and conditional formatting options let you customize the look and behavior of your forms, while the action builder enables you to automate processes and streamline workflows, reducing manual effort and improving efficiency.
- Multiple Column, Responsive Modern Forms
- Tabs for Organized Data Entry
- Cross-Site Data Lookup
- Dynamic Field Visibility
- Sublists for One-to-Many Scenarios
- Styling and Conditional Formatting
- Action Builder for Automation
- Optional Document Generation (DOCX & PDF)
Lightning Forms is architected as a SharePoint Framework (SPFx) solution, providing a seamless and modern experience for customizing SharePoint list forms within Microsoft 365. Built on the SPFx platform, Lightning Forms integrates directly into SharePoint Online, leveraging the full capabilities of the Microsoft 365 ecosystem. This architecture allows for a flexible, secure, and scalable solution that meets the demands of today’s digital workplace.
As an SPFx solution, Lightning Forms operates entirely within the client’s Microsoft 365 tenant. All data, including form configurations, user inputs, and processed information, is securely stored and handled within the tenant environment. No data is ever transmitted outside of the Microsoft 365 tenant, ensuring full compliance with organizational data governance and security policies.
Discover how to build powerful SharePoint list forms & automation with ease
Lightning Forms is a modern, no-code SharePoint form design tool built specifically for customizing SharePoint list forms. Designed for business users and site owners, it enables you to build dynamic, user-friendly forms directly within your existing SharePoint lists—enhancing data entry, streamlining workflows, and improving the overall user experience.
- Build Contextual Forms: Easily design forms that dynamically adapt based on list context and data, enhancing user experience and efficiency.
- Advanced Layout and Customization: Create multi-column forms with tabs, process steps, and sublists to organize information effectively while customizing the look and feel to match your branding.
- Powerful Actions and Workflows: Implement sophisticated actions, rules, and validations without code, enabling automation and streamlined processes directly within your forms.
Lightning Forms provides a seamless design experience that enables Site Owners to build and customize SharePoint list forms visually—without writing code. From layout and styling to logic and automation, every element can be tailored to deliver intuitive, business-ready forms that improve data quality and user satisfaction.
- Flexible Layout and Styling: Control the size of the modern side panel and apply styles or conditional formatting to match your brand and enhance usability.
- No-Code Automation with Action Buttons: Easily add action buttons that trigger workflows, update list items, send notifications, or perform calculations—directly within the form.
- Conditional Visibility and Dynamic Logic: Use “hide when” rules to show or hide sections based on list data, and apply real-time expressions to calculate values on the fly.
The Expression Builder in Lightning Forms gives you the power to add logic, calculations, and dynamic behavior to your SharePoint list forms—without needing to write complex code. Whether you’re building simple expressions or advanced rules, the intuitive interface helps you apply conditional logic, set calculated values, and control the visibility of fields, tabs, and sections in real time.
- Text Tab for Simple Concatenation: Quickly create concatenated strings (e.g., combining names, dates, or text fields) without needing operators or syntax knowledge.
- Assignment Tab for Dynamic Values: Use placeholders to assign values based on form inputs or contextual data like the current user, item status, or dates—ideal for default values or logic-based field behavior.
- Extend Functionality with Custom Code: For advanced use cases, you can insert custom JavaScript to extend the form’s capabilities beyond the standard options—perfect for power users or IT teams needing fine-grained control.
Lightning Forms includes a powerful set of Actions that allow Site Owners to automate tasks and streamline user interactions—directly within SharePoint list forms. Whether triggered when a form loads or via a custom Action Button, these no-code actions help you build smart, responsive forms that do more than just collect data.
- Form Load & Button Actions: Trigger automated actions when the form loads or when users click an action button. This enables responsive form behavior based on context or user input.
- Built-in Actions: Automate common tasks with out-of-the-box actions: such as sending emails, updating list items, saving, closing forms, and displaying messages.
- Premium Actions for Advanced Functionality: Utilize premium actions like The Document Generator for document automation and more advanced form features.
Lightning Forms gives you complete control over the visual presentation of your SharePoint list forms. With both standard and conditional styling options, you can tailor the appearance of fields, sections, and tabs to enhance usability and align with your organization’s branding—without writing any CSS or code.
- Comprehensive Styling & Conditional Formatting: Apply styles to any form element—such as fields, labels, tabs, and panels—and use conditional rules to dynamically change styles based on user input or form data (e.g. highlight overdue items, hide/show sections).
- Reusable Style Templates: Create and save branded style templates that can be applied across multiple forms, ensuring consistency across departments or sites.
- Import & Export Styles: Easily reuse or share your form designs by importing and exporting style configurations between forms and environments—ideal for scaling design standards across large organizations.
Lightning Forms extends SharePoint’s native lookup functionality by allowing you to create cross-site lookup columns with advanced filtering and display options. These dynamic lookups enable smarter, context-aware data entry—improving accuracy and efficiency across connected SharePoint lists and sites.
- Dynamic Lookups with Filtering: Configure lookup fields to display filtered results based on the value of another field—for example, filtering products by category or contacts by department. This ensures users only see relevant options, reducing errors and streamlining form completion.
- Display & Search Multiple Columns: Enhanced lookup fields allow you to show multiple columns from the source list, providing a richer display and powerful search capability to help users find the right item quickly
- Cross-Site Data Connectivity: Unlike native SharePoint lookups, Lightning Forms supports lookups across different SharePoint sites. Easily reference data from centralized or related lists, making your forms more flexible and connected—without needing external tools or complex configurations.
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.