Forms Center allows you to model and automate business processes in your organization in a fast and efficient way. Non-technical people can design no-code workflows that manage any kind of business process (e.g. invoice approval, document review, expense tracking,etc).
Process in Forms Center consists of four major aspects:
App offers three predefined user roles:
If you have any question or issues, please email us at
Please read the below Product FAQ and General Troubleshooting FAQ before sending email with an technical question.
Where app data is stored?
App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.
How to pin the app to the SharePoint menu or Office 365 app launcher?
After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
To copy app URL click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
Pin app to the SharePoint Site menu
Step 1) Go to the SharePoint Site
Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
Pin app to the Office 365 app launcher
You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.
Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
How to customize the logo and colors?
You can custom brand your logo and color under Administration->Settings->tab "Logo&Colors".
To upload own logo you need to:
a) switch setting "Logo" to the value "Custom"
b) click on area "Logo File" (or use drag&drop) to upload logo file.
c) click on button "Save Logo&Colors"
To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".
How to translate an app into different languages?
You can translate an app under Administration->Settings->tab "Translations".
Language translation is available for regular user and manager views (except section "Administration").
How does subscription work?
To get more information about subscription and payments please read Billing & Payments FAQ
What happens if I remove a user?
If you remove a user from the app, no data will be lost. The user will lose access to app, but their data will remain visible on all reports.
How to update SharePoint app?
I cannot find a user in drop-down list
User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
SharePoint user is added to the User Information List after first login to the SharePoint Site.
After first login, user will be visible in the user's drop-down list.
How to export data to MS Excel/CSV/PDF ?
Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.
Additionally, you can export all data from request details into MS Excel (all standard fields + custom fields + comments)
How to dynamically populate the custom Choice Field options from the external SharePoint list?
The app allows for creating custom fields for requests form. One of the custom field types is "Choice from External SharePoint List" which allows to dynamically populate the Choice Field options from the external SharePoint list on the parent SharePoint Site.
To configure this type of field, you need to change the "Type" field to the value "Choice from External SharePoint List", afterward select list name from the drop-down and enter column name from which app will get data.
How to add custom columns to data table ?
The app allows adding a custom form field to the administrator and manager reports that shows all requests.
Step 1) Go to Administration->Request Templates->Edit->tab "Custom Form Fields" to check what is "ID" of custom form field (e.g. CustomField1)
Step 2) Go to Administration->Settings->tab "Requests Report Columns", click on empty row at the bottom of the data table and select custom field from the drop-down list. Make sure that the column "Is Visible" is marked.
Step 3) Click button "Save Requests Report Columns" to save changes.