SharePoint Forms & Approvals

Build a form, route it, track it—without a development project each time.

Forms & workflow engineSharePoint Online7 screens

The challenge

Every new business form—leave, purchase, onboarding—arrived as its own small development project. The same work was repeated each time: build the form, wire the approval chain, chase people in their inboxes, then rebuild it when the rules changed. Meanwhile nobody could see what was in flight.

What I built

A configuration-driven engine. Point it at a SharePoint list and it reads the columns; you choose which appear, in what order, and under what conditions. Approval routing is defined as stages and actions with conditional branches, validated before publishing. Everyone gets one queue instead of an inbox to search, and every request keeps a printable record of who approved what.

Capabilities

A schema builder that reads an existing list and turns its columns into a form in minutes
Conditional fields, so a form only asks what it needs—attachments appear when the answer requires them
Approval routing as stages and actions, with conditional branches and skip-levels
Routing validated before it goes live: unreachable stages are caught, not discovered in production
One "My work" queue—waiting on me, my requests, actioned by me—instead of searching an inbox
Notification templates with tokens that resolve against the item, never leaving literal braces
A printable record of every approval, and live oversight of everything in flight
Set up by the people who own the process, not by a developer

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