Hi,
Great news: Ultimate Forms is growing and we are adding more features. Our Smart Rollup Pro, up until now a stand-alone component, has been incorporated into Ultimate Forms and will now be available to our customers as a part of the suite.
Smart Rollup Pro existed as a stand-alone component and was available on premises only. We have developed an Microsoft 365 version that has been added to the Microsoft 365 edition of Ultimate Forms. On premises, Ultimate Forms Enterprise customers will now receive this component included in Ultimate Forms.
Smart Rollup Pro allows you to display a unified view of items from different lists across a site, site and its subsites, or the whole site collection. You start by specifying a template list and view. That view will instruct us what fields the aggregated lists should contain and what is going to be the order of displayed columns in the component. You can also specify if you want to use any of the view's filters (for example, your view might only show open tasks, you can use that filter for all the items we collect across your site collection). You can also provide additional filters, together or instead of the view filters.
Next, you will create one or more data sources. You can select the site from which to start and the lists you want to include. You can select lists of certain type, based on a certain template (such as Contacts or Tasks) or even select specific lists by name. You can fetch the lists from just one site, from a site and all its subsites or from the whole site collection. You can actually specify multiple data sources (for instance, if you want to collect data from 2 or more specific sites, but not include any subsites).
It is important that the lists you fetch are similar to the template list. At the minimum, they must contain all the fields present in the template view, otherwise the list data won't be loaded.
Smart Rollup Pro is a great and efficient tool for bringing all your items, spread out throughout your sites, into one place. Once loaded, the items can be viewed, edited or deleted from a single location.
In Microsoft 365, you must use the latest version of Ultimate Forms Extensions for Modern UI to be able to use the component.
