Infowise Ultimate Forms: Associated Items

Forms

Actions

Alerts

Associated Items

Connected Lookup

Import

Signature

External Data Lookup

Calendar

Rollups

Charts

List Search

Filters

Item IDs

Color Choice

User Property

Document Link

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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 brings database-like relationships into 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
Perform bulk actions on all related items with a click of the mouse
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 from within the parent item.

Features

	UltimateForms	SharePoint Native
Add related items for any item from within the item itself	✓
Adds repeating seciton functionality to regular lists	✓
Special easy task in-line entry form	✓
Optional pre-defined task title for simplified data entry	✓
Define bulk actions to perform on all related items	✓
Show related items in a pre-defined, customizable view	✓
Optionally, show a view selector to enable switching views	✓
Automatically generate tasks for a group of users with a touch of a button	✓
Add related items using datasheet view	✓
Works with provided content types or any lookup	✓
Track relationships between parent and child items	✓
Localized into English, French, Spanish and German	✓	✓

Screenshots

On-premises Versions

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SharePoint Online version is generally kept up to date automatically.

Version	Release Date	Changes
1.20.7	16-Jan-2025	Calculate Associated summaries regardless of current user permissions
1.20.6	18-Feb-2024	Fixed: Context menu on Associated items located on another site Fixed: Clicking on Associated document will open the document and not the display form
1.20.5	04-Feb-2024	Added: New context menu and Associated rows mouse hover styling Fixed: Color choice editing in Associated items list view
1.20.4	17-Jan-2024	Fixed: Context menu operations in Associated items list view
1.20.3	30-Nov-2023	Important: SharePoint 2013 is not supported starting this version of the product! Installer improvements: longer timeout period and adjustments to services restarting
1.20.2	20-Feb-2023	Added: Adjustments for Solution catalog installations Fixed: Associated Summary Date format when based on a Calculated column
1.20.1	03-Jan-2023	Updating numeric Summary column attributes according to the Value column on each save Installer got a new logo and a new file naming convention
1.20.0	29-Aug-2022	Upgraded to Microsoft .Net Framework 4.8