Create associated item with a single click
Vladi Gubler
Vladi Gubler
July 28, 2020 | Products

Hi,

As you know, associated items column is a great tool for building real life business solutions. Everything in life is about connections and relationships and being able to create, manage and display associations is an essential and, probably, most commonly used feature of Ulimate Forms.

Associated items are ubiquitous, they can be found in expense reports, quotes, project management solutions, helps desks, practically anywhere, which is why we provide first class support for this functionality within Ultimate Forms. Special support is provided in Classic and Modern forms, Actions, Alerts, Print and other components. We also provide multiple ways of creating and editing child items:

  • Via grid in forms
  • Via pop-up forms
  • In list views
  • Through Actions

And now we are introducing a new way of creating associated items, probably the easiest of them all. With just a single click of a button, we can create a child item, based on the column values of the parent item (directly and/or through expressions, calculations and function results).

Let me give you an example. In our Employee Training solution (which you can install for free directly from within your Ultimate Forms app), we are providing the ability to sign up for a training course. Until now, it was only possible by running a manual action, which can be a little confusing, as you needed to open the manual actions pop-up and then click on the action. Not too complicated, but still requires explanations.

Using buttons, it's just a single click! Our new button type, Create associated item, is here to help. Let me show how it is configured:

  • I have a list of Courses and a child list of Registrations. I will not be explaining how to set up the lists, there are plenty of tutorials talking about that.
  • Drag and drop a new button just above the associated items column. Actually, it doesn't matter where the button is located. Moreover, it doesn't even need the associated items column to be visible on the form, as long as it exists in the list.
  • In the button settings, set button type to "Create associated item". Then select the associated items column to work with and map the column values you want to set. Note that only associated items are supported, not associated documents.
  • Note that you can use our Value Builder here, so all functions and calculations are supported. Also, you don't need to concern yourself with actually generating the connection between child and parent items, it is done automatically.
  • Publish your form and voila! You can now simply click the button to create a new child item. Consider using permissions on the button to control who and when can see and use it

Create associated item button is great for scenarios when you need to create a new child item using pre-defined logic. Course registrations are a great example, as all we basically need here is the current user identity, which we can fetch using our [Current user] function. Another example could be creating a new child task based on the current status of a project. It's really up to you to decide what is going to be the scenario for you!

Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.

UltimateForms

Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Related Topics

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our solution templates
  • Site provisioned instantly
  • Automatically removed after 30 days
  • Available to everyone!

Error!

There was an error processing your request.
Please contact us for further details.

Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with real users and data
  • Install online or on premises
  • Register for 30 day trial
  • Seemlessly convert to paid license
  • Requires administrator permissions

Success!

Download link has been emailed to .
If you do not receive it within 5 minutes, please check your spam.
The link is valid for 72 hours.
If you are having problems, please contact us.

Error!

There was an error processing your request.
Please contact us for further details.
Technical details:

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.