UltimateForms: Associated Items

Infowise UltimateForms
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.
UltimateForms: Associated Items column, 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   Included  
Adds repeating seciton functionality to regular lists caption   Included  
Special easy task in-line entry form caption   Included  
Optional pre-defined task title for simplified data entry caption   Included  
Define bulk actions to perform on all related items caption   Included  
Show related items in a pre-defined, customizable view   Included  
Optionally, show a view selector to enable switching views caption   Included  
Custom SharePoint Designer workflow conditions to check related items' values caption   Included  
Automatically generate tasks for a group of users with a touch of a button caption   Included  
Add related items using datasheet view caption   Included  
Works with provided content types or any lookup   Included  
Track relationships between parent and child items caption   Included  
Localized into English, French, Spanish and German caption   Included  
Note: unless specifically stated otherwise, all products require only SharePoint 2013 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
Some apps can be used both on Microsoft 365 and on premises, but most will not work on premises. App support must be enabled on your on-premises farm. You can install app both from the Office Store and by downloading the .app file from our website, in some cases the latter option provides more functionality, but also requires your consent to a higher level of permissions.
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Version Release Date Changes
1.19.19 08-Nov-2021
  • Fixed: formatting of Child Lookup-additional fields
  • Fixed: URL of child form, when the child is in another site
1.19.18 10-Oct-2021
  • Fixed: Summary conditions - definition and execution
1.19.17 13-Jul-2021
  • Fixed: adding and presenting multiple columns of Associated items via Lookup to the same child
1.19.16 29-Apr-2021
  • Added: Filter by view for Summary columns in modern UI
  • Fixed: Summary field creation through Ultimate forms UI
  • Fixed: Indicators in child views
1.19.15 20-Dec-2020
  • Added: support for Links child items URL
  • Added: Workflows context menu
  • Fixed: required fields validation in Grid entry mode
  • Fixed: param value from Multi Connected lookup field
1.19.14 29-Oct-2020
  • Fixed: Edit link navigation return to parent list view upon completion
  • Fixed: adding an Associated document to child library with custom fields
  • Fixed: open and edit links navigation according to child list setting
  • Fixed: edit link failure to check out child document before editing
1.19.13 05-Oct-2020
  • Fixed: Deleting child item from Parent list view
1.19.12 29-Sep-2020
  • Added: New Context menu in child view with sub-folders
  • Fixed: Count operation for Date Summary fields
  • Fixed: calculating summary values support for different regional formats in modern forms
Although this feature can be purchased and installed separately, we highly recommend always installing the complete UltimateForms suite. It will ensure you are not limited in any way when implementing your business solutions and achieve the best possible result.
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