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.
UltimateForms: Associated Items column, a component of
UltimateForms, 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
- 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
Features
| Feature | Image | Our Product | SharePoint Native |
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| Add related items for any item from within the item itself |
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| Adds repeating seciton functionality to regular lists | |
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| Special easy task in-line entry form | |
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| Optional pre-defined task title for simplified data entry | |
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| Define bulk actions to perform on all related items | |
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| Show related items in a pre-defined, customizable view |
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| Optionally, show a view selector to enable switching views | |
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| Automatically generate tasks for a group of users with a touch of a button | |
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| Add related items using datasheet view | |
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| Works with provided content types or any lookup |
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| Track relationships between parent and child items | |
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| Localized into English, French, Spanish and German | |
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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.
Blog
- 5/31/2022 : Integrate charts in modern SharePoint forms
- 3/16/2022 : Creating relationships between SharePoint lists is now much easier
- 4/16/2013 : In depth - calculate summary of related items
- 2/14/2013 : Create many-to-many relationships between lists
- 11/1/2011 : New in Associated Tasks Field - Action and Summary Columns
- 9/4/2011 : Get your bottom line with Summary columns
- 4/10/2011 : Create relationships in SharePoint
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| Version | Release Date | Changes |
|---|---|---|
| 1.20.2 | 20-Feb-2023 |
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| 1.20.1 | 03-Jan-2023 |
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| 1.20.0 | 29-Aug-2022 |
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| 1.19.21 | 12-May-2022 |
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| 1.19.20 | 27-Jan-2022 |
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| 1.19.19 | 08-Nov-2021 |
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| 1.19.18 | 10-Oct-2021 |
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| 1.19.17 | 13-Jul-2021 |
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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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