Form designer for modern SharePoint lists

SharePoint forms that adapt to your process.

Lean Forms turns the New, Edit and View forms of your SharePoint lists into clear workspaces—with visual design, dynamic rules, repeating sections and PDF export.

Directly in SharePoint English & German Personal contact
Completed approval form in Lean Forms with PDF export and designer
New · Edit · View
A4 PDF in your browser
Modern SharePoint lists
Visual form designer
SharePoint-based storage
No external PDF converter

More structure. Fewer detours.

Turn a list into a clear workspace.

Standard forms rarely reflect the way every team works. Lean Forms arranges information around what your users actually need—directly in SharePoint.

Capture information clearly

Structured layouts with up to four columns guide users through even detailed forms.

Respond dynamically

Rules adapt fields and sections to entered values or the currently signed-in user.

Create a clear record

Export the displayed form—including its layout and repeating rows—as an A4 PDF.

Powerful building blocks

Everything you need for better SharePoint forms.

From initial design to daily use, Lean Forms combines flexible layouts with features built for real business processes.

Design

Visual form designer

Arrange and resize fields, headings, rich text, images and custom sections in flexible one-to-four-column layouts.

Repeat

Repeating sections

Capture line items, participants or inspection points as rows that users can add, edit and remove within the form.

Automate

Powerful form rules

Nested AND/OR conditions control values, visibility, required states, colours and read-only behaviour.

Export

In-browser PDF export

Download the current form with its colours, content and repeating rows as an A4 PDF—without an external conversion service.

Consistent

One design across every mode

New, Edit and View forms share the same configured experience for a consistent interface throughout the item lifecycle.

Localised

English and German

Product controls follow the SharePoint display language. Your own field labels and content remain fully under your control.

Three straightforward steps

From list to tailored form.

Lean Forms is delivered as an SPFx solution and connects your published design to the forms of the selected list.

01

Install

Deploy the Lean Forms package through the SharePoint app catalog and install it on the required site.

02

Design

Open Lean Forms from a list’s command bar, arrange fields and configure the features you need.

03

Publish

Publish the design and use it across the list’s New, Edit and View forms.

Want to explore the right fit? Tell us briefly about your list and desired workflow.

Get in touch

Built for your SharePoint environment

Enhances your lists. Respects your permissions.

Lean Forms enhances modern SharePoint lists without introducing a separate store for list items. Reads and writes run in the signed-in user’s context.

The designer requires SharePoint’s Manage Lists permission. Normal form use continues to follow each user’s applicable SharePoint permissions.

SharePoint-based data

List items and form configuration are stored in SharePoint. Repeating data is held in a configured list field.

Local PDF generation

The PDF is created in the browser. Form values and the result are not uploaded to an external conversion service.

User context stays intact

SharePoint reads and writes run under the currently signed-in user.

Versatile by design

For forms that need more than a list of fields.

Lean Forms fits wherever structured input, clear rules and documented results belong together.

Requests & approvals

Show information that matches the status

Adapt required states, visibility and read-only behaviour to form values and the signed-in user with rules.

Orders & line items

Capture multiple rows in one process

Edit related line items in repeating sections and save them together with the form.

Projects & inspections

Document outcomes consistently

Export form states, including structured rows, as an A4 PDF.

Frequently asked questions

Good to know.

Have another technical or process question? Write directly—no contact form and no detours.

Ask by email
Which forms can Lean Forms customise?

Lean Forms customises the New, Edit and View forms of modern generic SharePoint lists. Document libraries are not part of its intended scope.

Can one form capture multiple related rows?

Yes. Repeating sections let users add rows for items such as positions, people or inspection points. SharePoint’s technical limits still apply.

Does PDF export save my changes?

No. It captures the currently displayed values—including unsaved input—without updating the SharePoint item.

Who can design forms?

Opening the designer requires SharePoint’s Manage Lists permission on the target list. Publishing also checks the write permissions required for configuration storage.

Does Lean Forms translate my form content?

The product interface is available in English and German and follows the SharePoint display language. Custom labels, choices and authored content are not translated automatically.

Ready for better SharePoint forms?

Tell us about your list or use case. We’ll explore how Lean Forms can give your process a clearer, more effective interface.