SharePoint Custom Forms

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What are SharePoint Custom Forms?

SharePoint Custom Forms are forms that integrate data into SharePoint from external sources such as Office 365, Microsoft Azure and Microsoft Dynamics. Custom Forms save time and reduce errors by suggesting the relevant data. This increases the user experience which in turn increases user adoption.

Introducing PerForm – SharePoint Custom Forms

SharePoint Custom Forms

Enterprise-grade interactive forms for SharePoint Online

PerForm integrates powerful, interactive forms seamlessly into SharePoint Online – simplifying the data capture process for your staff and external users.

Fully-integrated with SharePoint

Your forms aren’t simply embedded – they’re integrated seamlessly into the Modern SharePoint experience.

Data is drawn in from Office 365, and PerForm can connect to data sources like Dynamics 365 and Azure, too.

Custom SharePoint forms with collaboration

PerForm lets you share a form with as many people as your workflow requires, with progress being saved between sessions.

Role and stage-based permissions let you lock down fields depending on who’s editing the form, and what stage your process is at.

SharePoint Custom Forms
SharePoint Custom Forms
SharePoint Custom Forms
SharePoint Custom Forms

Works on any device

PerForm is fully responsive and works on any modern web browser – on the desktop, on a tablet or on a smartphone.

Your forms will work, regardless of the device they’re being used on, making forms work for office-based and field workers alike.

No extra licensing

PerForm doesn’t require any additional licenses – your existing SharePoint licences will cover everything.

You can even let external users use and submit forms with no additional licensing requirement.

SharePoint Custom Forms
SharePoint Custom Forms

Interactive components to easily capture key data

PerForm’s form components are created using Microsoft Office UI Fabric – the same toolkit Microsoft uses to build SharePoint. Your forms feel and act like they’re part of SharePoint, because they are part of SharePoint.

Text Box

Single and multiple-line text boxes, with validation as you type where a number or a link is required.

Date Picker

This intuitive control lets you select a date quickly and stores it in the correct format.

People

Our People field uses Active Directory to auto-complete names from across your Office 365 tenant.

Dropdown List

Lists can be pre-populated from any SharePoint taxonomy, or from an external source like Dynamics 365 or Azure.

Tabbed Layouts

Let you have multiple ‘child’ items on a page, with a summary tab calculated automatically in real-time.

SharePoint Custom Forms

Continuously Improved

We’re adding more features to PerForm all the time, based on our customers’ needs.

Can’t I just use Microsoft Forms?

Several features put PerForm in a class above competing SharePoint forms solutions, including Microsoft Forms:

PerForm lets you use native SharePoint field types, such as People and Metadata, making forms easier to use and quicker to validate.
PerForm lets you use native SharePoint field types, such as People and Metadata, making forms easier to use and quicker to validate.
PerForm forms are truly integrated into SharePoint – either as Modern Experience pages, or as pop-out panels.
PerForm provides secure access for external users with no extra licensing cost.

A Microsoft Office 365 Roadmap-Aligned Product

PerForm is continuously developed to ensure it is the leading SharePoint forms solution.
Like all CompanyNet’s products, development of PerForm is closely aligned to Microsoft’s own SharePoint roadmap.
That means your forms will be able to take advantage of the latest SharePoint platform features as soon as they become available.
Quality assured from CompnayNet a Microsoft Gold Partner

Get in touch

1

Contact

Get in touch with our friendly team of Office 365 experts

2

Discuss

We’ll discuss your Office 365 situation and business needs

3

Solve

With a plan in place, we’ll work with your team to make it happen

4

Aftercare

We will support your Office 365 solution on an ongoing basis

Get in touch with our friendly team now:

The CompanyNet Team

The CompanyNet team has more than 20 years’ experience of creating Microsoft digital workplaces that really work.

We’re a tight-knit team that delivers results for customers including Scottish Water, Mencap, the Student Loans Company, Walt Disney, Tesco Bank, the Scottish Housing Regulator and many more.

We’re always keen to discuss whether we can help you get more out of Office 365.