UltimateForms: Associated Items

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. For Microsoft 365 sites.
UltimateForms: Associated Items column, a component of UltimateForms, brings database-like relationships to your forms.
  • 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
  • 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

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.



  • Easily create complex business solutions, such as invoices or purchase orders
  • Create relationships between lists, such as projects and their tasks
  • Automatically calculate summaries and run validation rules based on these summaries, e.g. prevent closing suppor tickets with open tasks

Features

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  
Show related items in a pre-defined, customizable view caption   Included  
Optionally, show a view selector to enable switching views   Included  
Sort and page through related items   Included  
Works with provided content types or any lookup caption   Included  
Track relationships between parent and child items   Included  
Note: unless specifically stated otherwise, all products require only SharePoint 2016 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
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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  • Bulk discounts to larger organizations
  • Special discounts to non-profits, educational or government organizations
  
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