Build a Complete Security Incident Reporting Solution in Under an Hour with Lightning Tools Forms Studio

Learn how we built a complete Security Incident Reporting Solution inside SharePoint using Lightning Tools Forms Studio — including forms, automation, document generation, and deployment — all in under an hour. Watch the full recorded webinar.
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This week, we hosted a live webinar showing just how quickly you can build real business solutions inside SharePoint using Lightning Tools Forms Studio — our modern form designer, automation engine, and deployment platform for Microsoft 365.

If you missed it, the full recording is available below.

During the session, we built a fully functioning Security Incident Reporting Solution from start to finish… in under an hour.

This wasn’t a mock-up or a pre-built template.
It was built live — forms, logic, automation, document generation, tasks, Teams notifications, and deployment — all inside SharePoint.


What We Built (Live)

The example use case — a Security Incident Reporting Solution — is something many organisations struggle to deliver cleanly. It requires structure, automation, auditing, and consistency across departments.

Using Lightning Tools Forms Studio, we built:

A modern, multi-tab form

  • Incident details
  • Evidence
  • Investigation tasks
  • Resolution
  • Audit trail

A clean, multi-column layout

Optimised for usability and fast data entry.

Conditional logic & status-based field control

Fields appear when needed, stay hidden when not.

One-to-many relationships (Sublists)

  • Multiple evidence items per incident
  • Multiple investigation tasks, each with their own workflow

Cross-site lookup

Pulling centralised department info from another site.

Automated folder creation

A structured incident folder instantly generated in SharePoint.

Automated PDF generation

A professional incident summary produced on submission.

Triggered & scheduled notifications

Email reminders, escalations, and Microsoft Teams alerts.

Packaging & deployment

Once finished, we packaged the solution and deployed it to another site collection in minutes — ensuring consistency across the entire organisation.

All built live, in under 60 minutes.


Why Forms Studio Makes This So Fast

Forms Studio brings together everything needed to build complete business solutions inside SharePoint:

Modern Form Designer

Tabs, columns, layout, logic, styling, file viewer, sublists, and cross-site lookups.

Built-in Automations

Triggered tasks, scheduled tasks, notifications, folder creation, document generation, and cross-site actions.

Packaging & Deployment

Create once → deploy everywhere.
Perfect for organisations with multi-site structures or departmental workflows.

SharePoint Agent Ready

Future-proof deployment aligned with the evolution of SharePoint Embedded and SharePoint Agents.

All of this means you can deliver real business value in a fraction of the time needed for traditional Power Platform builds or custom development.


Who Should Watch?

This session is ideal for:

  • SharePoint administrators
  • Citizen developers
  • Solution architects
  • IT & Security teams
  • Governance & Compliance professionals
  • Anyone modernising legacy or manual processes

If you work with Microsoft 365 and want a faster, cleaner way to build business processes, this recording is worth your time.


Want to Build This in Your Environment?

If you’d like help implementing this Security Incident Reporting Solution in your own tenant — or want to explore other business processes you can modernise with Forms Studio — our team is here to help.

👉 Request a demo
👉 Start a trial
👉 Contact us for guidance

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Lightning Tools proudly joined Microsoft TechCon 365 in Dallas as Gold Sponsors. Brett Lonsdale’s session on DeliverPoint drew strong interest following the keynote on AI and Copilot readiness—highlighting how permission and sharing control are key to secure innovation. Between great conversations, Texas adventures, and even a few turtles at “Turtle Bay,” it was a memorable week of learning and connection.

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