Forms & Approvals

Keep approvals moving with a SharePoint form builder

Requests get lost between PDFs, inboxes and spreadsheets. Craft Forms brings forms and approval workflows into SharePoint, giving your team one place to submit requests, make decisions and check progress, without chasing emails.

Talk to our team

Craft Forms catalogue in SharePoint, showing forms for facility booking, expenses, purchase requisitions, incident reports, time off and IT service requests

Partner designations

Modern Work
Data & AI (Azure)
Digital & App Innovation

One place for forms, approvals and request status

Create a SharePoint workflow from first answer to final decision. Staff find forms in one catalogue, reviewers work from a task list, and people can check their own request status.

We install Craft Forms, rebuild your priority forms and train the people who will manage them. We agree the setup, connections, support and cost before work starts.

Talk to our team for a starting point

What’s included

A form catalogue for staff
A task list for reviewers
Request status for the people who submit
Installation in your SharePoint
Your priority forms rebuilt
Training for the people who manage forms

Spend less time managing the work around a request

How Craft Forms works

Create forms your team can change

Use a SharePoint forms designer with 30 field types, templates, conditional questions and calculations. Process owners can update forms in the browser without writing code.

Craft Forms designer building a purchase requisition, with a calculated total field selected

Keep SharePoint approval workflows moving

Set up a SharePoint approval workflow for people, teams or managers, with conditional steps, due dates and a route to return requests for changes.

Approval workflow with a manager approval step followed by a director approval that only runs for amounts over $1,000

See progress without chasing an update

Give staff their own submission status and reviewers a task list. Managers can see overdue work, follow the decision history and export records to Excel.

A time-off request waiting on manager approval, with approve, return for changes and reject actions and the request history

Make forms easier to complete anywhere

Use the same forms in SharePoint, Teams and mobile browsers. People can save a draft and return to it, wherever they work.

A workplace incident report form on a phone

An IT service request form in a desktop browser

SharePoint forms for the work your teams handle every day

Common uses

Time off and onboarding
Expenses and purchase requests
IT equipment and access
Incident reports and inspections
Facilities bookings and maintenance

When is Craft Forms the right fit?

Compare these options if you need a Microsoft Forms alternative or an InfoPath replacement for internal requests.

Option	A useful fit for
Microsoft Forms with Power Automate	Straightforward data collection, with a Power Automate approval workflow added.
Power Apps	An application with tailored screens or more complex business logic.
Craft Forms	Reusable internal forms with approvals and request tracking built into SharePoint.

Questions about Craft Forms

Talk to our team

Is Craft Forms an InfoPath replacement?

It can be an InfoPath alternative for internal forms and approvals. We review your PDFs, spreadsheets or InfoPath forms, then rebuild the agreed process. Existing records and integrations are assessed separately; automatic conversion is not assumed.

Do users need extra licences?

Core forms and approvals use Microsoft 365 and SharePoint without Power Apps licences. Some Power Automate connections need extra licensing. We confirm the product and Microsoft licensing requirements before you commit.

Can it work with a Power Automate approval workflow?

Submissions and decisions can trigger flows to update other systems, send reminders or post in Teams. We review any existing Power Automate approval workflow before connecting it with Craft Forms.

See the email notification settings

Craft Forms email notification settings, choosing who gets an email when a form is submitted, with English and French subject lines

Can the public fill in our forms?

Craft Forms currently requires Microsoft 365 sign-in, including for authorized contractors or volunteers. Anonymous public forms are not included. Bring external-access requirements to the first conversation.

Where do submissions go, and who can see them?

Forms and submissions stay in SharePoint lists in your Microsoft 365. People see their own submissions; authorized reviewers see the forms they manage. Submissions are excluded from search, with access and retention governed by your setup.

What is the difference between Microsoft Forms and SharePoint forms?

Microsoft Forms is built for quick surveys and data collection. SharePoint forms keep answers in SharePoint lists, so they suit internal requests that need approvals, permissions and a record. Craft Forms adds the form builder, approval steps and status tracking.

Is it accessible and available in French?

Craft Forms supports keyboard use, screen readers, clear error messages and typed signatures, with English and French interfaces. We test your forms during rollout.

Works with