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Roll up items from many SharePoint lists and sites into one working view: sort, group, filter, and manage items from a single place. No code needed.
Ultimate Forms: Rollups aggregates items and documents from multiple SharePoint lists, across your entire site collection, into one unified, fully functional view. Point it at a single list, a handpicked set, or every list of a given type, apply conditions, and work with the results directly: sort, group, page, filter, and act on any item through its full context menu. Configured in the browser, placed on any page, no code.
The tasks live in twenty project sites. The person responsible for all of them should not need twenty browser tabs.
Aggregation is easy. Actionable aggregation is not.
SharePoint's native options show you content from elsewhere; they rarely let you do anything with it. Roll-up web parts render read-only teasers, and the click always lands you somewhere else. Meanwhile the real question, "show me every overdue task across all projects, and let me reassign them here," goes unanswered, so someone builds the aggregate view by hand, in Excel, weekly.Rollups produces a working view, not a report: the items keep their full context menus, so what you find, you can also fix.
What Rollups can do
Define sources by rule, not by list
Choose data sources ranging from one specific list to all lists of a certain type across the site collection, located by base type, list template, or name. Because sources are defined by rule, a project site created next month with a matching task list joins the rollup automatically; the aggregate view maintains itself as your environment grows.Work the items where you find them
Every result carries a full-featured context menu: open, edit, and manage items without navigating to their home lists. Sorting, filtering, paging, and grouping all operate on the combined result set, and column-type-aware filter controls (date pickers for dates, people pickers for people) make refining large result sets quick for end users.Shape the view once, reuse it everywhere
Use a template view to define which columns appear and which filters apply, optionally filter results by view, and add preset filters for one-click slices. Group results by site or list when provenance matters, or blend everything when it does not. Place the finished rollup on any web part page, from a department dashboard to the intranet home.Feed the bigger picture
Rollups is the aggregation layer of the reporting stack: pair it with counters and charts for the numbers, and color indicators for at-a-glance status, and one page answers what is happening across the entire site collection, one of the dashboards you can build without Power BI.Compared with Native SharePoint
| Ultimate Forms | Native SharePoint | |
|---|---|---|
| Aggregates items/document throughout the site collection | ✓ |
✓
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| Multiple data sources, ranging from a single list to all lists of certain type throughout the site collection | ✓ |
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| Full sorting, filtering, paging and grouping | ✓ |
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| Specific value entry controls for different column type | ✓ |
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| Set columns and filters according to template view | ✓ |
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| Full-featured context menu in result items | ✓ |
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| Optionally filter results by view | ✓ |
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| Optionally group by site or list | ✓ |
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| Additional preset filters | ✓ |
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| Localized into English, French, Spanish and German | ✓ |
✓
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Where teams use it
Every open task across all project sites on one PMO page, powered by the Project Management template. All documents pending approval across departmental libraries. Every help desk ticket from per-team lists in one supervisor queue. Contracts nearing renewal across regional sites. Anywhere the same list type repeats across sites, Rollups is how the owner of the whole sees the whole.Frequently asked questions
Q: Can I show items from multiple SharePoint lists in one view?
A: Yes. Rollups combines items and documents from any number of lists, across sites in the site collection, into a single unified view with sorting, grouping, paging, and filtering.
Q: Can I roll up lists from different sites?
A: Yes. Sources can span the entire site collection, selected individually or by rule: base type, list template, or name.
Q: Are new lists included automatically?
A: Yes, when sources are defined by type or template. A new site's matching list joins the rollup without reconfiguration.
Q: Can I edit items directly from the rollup?
A: Yes. Results include the full item context menu, so you can open, edit, and manage items without visiting their home lists.
Q: Can results be grouped by where they came from?
A: Yes. Optional grouping by site or by list shows provenance, alongside standard column grouping.
Q: How does this differ from SharePoint's built-in roll-up web parts?
A: Native web parts display read-only content teasers. Rollups produces a working view: actionable items, real filtering and grouping, rule-based sources, and precise column control via template views.
