UltimateForms Associated Tasks Field

Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot.
Associated Tasks Field, a component of UltimateForms, brings database-like relationships into SharePoint lists.
  • Display a fully-functional list of related items directly on parent item's forms, similar to repeating sections in InfoPath
  • Create new related items directly from the new/edit/display form of the parent item
  • Use summary columns to automatically generate summary values of your related items (e.g count, sum, average, concatenate)
  • Track and managed associated items directly from the parent item using a full-featured context menu
  • Sorting, paging and view selection of related items
  • Perform bulk actions on all related items with a click of the mouse
  • Use provided actions and conditions in your custom SharePoint Designer workflows
  • Works with all content types
  • AJAX support for entering data without page refreshes
  • Special content types and list template included, so you can start straight away
  • Localized into English, French, Spanish and German

Add and manage related items or documents for any list item or document. Both same site and cross-site relationships are supported.
The associated items appear in a view of your choosing, complete with sorting, paging and full-featured context menu. You can create and edit related items directly fromm within the parent item.

Create summary columns to summarize your related items, use count, sum, average, concatenate, etc.

Define actions to be performed on all related items. You can update, delete or publish related items in bulk with a single click.

  • Manage reports and events and assign their tasks from one spot
  • View what is holding back an important conference preparations
  • Request feedback or approval on a document while examining its properties
  • Implement Read&Sign regulatory capability in a few minutes
Feature Image Our Product SharePoint Native
Add related items for any item from within the item itself caption  Included  
Adds repeating seciton functionality to regular lists   Included  
Special easy task in-line entry form   Included  
Optional pre-defined task title for simplified data entry   Included  
Define bulk actions to perform on all related items   Included  
Show related items in a pre-defined, customizable view caption  Included  
Optionally, show a view selector to enable switching views   Included  
Custom SharePoint Designer workflow conditions to check related items' values   Included  
Automatically generate tasks for a group of users with a touch of a button   Included  
Add related items using datasheet view   Included  
Works with provided content types or any lookup caption  Included  
Track relationships between parent and child items   Included  
Localized into English, French, Spanish and German   Included  
Note: unless specifically stated otherwise, all products require only SharePoint Foundation 4.0/5.0. Microsoft SharePoint Server 2010-2016 is supported, but not required. Except for SharePoint 2013-2016 apps, all of our products must be installed as farm solutions.
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Version Release Date Changes
1.18.12 01-May-2018
  • Fixed: opening child items in a dialog
  • Fixed: blocking event receivers according to summary field settings
1.18.11 08-Mar-2018
  • Added: option to add a child item to multiple parents through lookup from one of the parent forms
  • Added: support for URL parameters for default values from parent display form, not supported in SharePoint 2010
  • Fixed: alignment of numeric columns in child items view
  • Fixed: support for HTML values in child list Calculated columns
1.18.10 24-Nov-2017
  • Added: new API method to update summary value per item - AssociationField.UpdateSummaries
  • Fixed: updating summary value through parent form, when the association is defined by parent lookup
1.18.9 14-Nov-2017
  • Fixed: summary calculation issue caused by version 1.18.8
1.18.8 02-Nov-2017
  • Fixed: summary columns use the same amount of decimal points and precision as their target columns
  • Fixed: opening child documents from parent item
1.18.7 20-Sep-2017
  • Fixed: summary calculation in a new parent form
1.18.6 21-Jun-2017
  • Fixed: indexing issue from version 1.18.5
1.18.5 08-Jun-2017
  • Added: indexes to hidden child columns
  • Fixed: assigning associated task to a SharePoint Group
  • Fixed: calculating Date summary value
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License Type Price Buy Now
Server License with Annual Support 699 US$
Server License 549 US$
Developer License 159 US$
Annual Support Renewal 149 US$

Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.

License Types

  • Server License with Annual Support - entitles you to the right of installing the product on one front-end server, including the right to contact us on non-bug related issues within the period of one year, you may also upgrade to any future major/minor version.
  • Server License - entitles you to the right of installing the product on one front-end server. Front-end server is one responding to user requests (web server). This license is not time-limited, but you are not entitled to new major/minor versions, except for explicit bug fixes within the first 12 months.
  • Developer License - entitles you to the right of installing the product on one front-end server in non-production environment. Note that you must order at least one full server license to have the right to order a developer license.
  • Annual Support Renewal - extends the annual support for another year.