Tutorial

Associated Items Example - Products

In this example, we'll walk through the implementation of an associated items list and its related associated items field.

Using this model, you can create your own associated items list to create a relational table structure with your lists.

Instructions

  • Create a standard SharePoint custom list.
  • Under Advanced Settings, enable management of content types.
  • Remove the default "Item" content type.
  • Add the Infowise Associated Items content type.
  • Adjust field settings as needed for the list.
  • Add an Associated Items field in the parent list.
  • Verify that the field is set to use the new associated items list.

Summary

The Associated Items list and corresponding field are an integral part of Infowise functionality. This configuration allows you to model the structure of a relational database in which there can be many-to-one relationships between lists. The Associated Items field is automatically filtered to show only the list items related to the parent record. All of this can be configured from the SharePoint visual interface with no programming or database setup necessary.

Last modified: 9/26/2017 1:12 PM
18 comments [latest: 1/10/2018 5:32 PM]
Louis Pelaez - CBS News [9/13/2015 3:19 PM]
Thanks for the instructive video, this functionality was in desperate need of a tutorial and now has helped us tremendously in taking advantage of this unique and powerful feature.
Will Cooper [9/28/2015 1:37 PM]
Thank you Louis - glad that this helped!
Andrey [12/3/2015 10:07 AM]
Hi BryanThe only way to add the code is by adding the Content Editor web part and then, with the crusor placed inside the Content Editor web part, click the HTML icon in the ribbon. Paste the code in to the source editor. Make the changes to point to your filename, then save.Any other method such as clicking the HTML icon from within the page itself (instead of the web part), or going to update an existing content editor web part will not work. SharePoint will strip out the code.If you're still stuck, I'm going to start a monthly Live Meeting session that anyone can attend and ask questions. We can walk through this procedure if you can attend. Will post an announcement in the next week.
Luke Brandt [5/5/2016 5:20 PM]
Is there any way to pull information (certain columns) in to the child associated item from the parent item?
Vladi Gubler [5/5/2016 6:24 PM]
Luke: Use an action to update the item. If using our content type, use $Lookup([Column name]) function. If using a regular content type with a lookup column, use $Lookup([Lookup column name]|[Column name])
Peter Richstein [5/15/2017 3:03 PM]
is it possible to insert a bunch of child list items at once in the child list by using "new entry" I tried this out (using a datasheet view in the child list), but the data sheet accepted the items only one by one. For the start of our project there are many initial child list items we have to cope with and it is very annoying to fill in these items one by one from the parent list. A faster way would make me really happy ;-)
Vladi Gubler [5/15/2017 6:48 PM]
Peter: if you need to create a pre-determined set of child items, the easiest way would be to use Copy list items action and copy all the items from another list that stores a template of those items. This way you can create an unlimited number of child items at once.
Jak [9/28/2017 3:42 PM]
How can I append a child list item to the parent? If the child list item is already created previously and directly inside the child list. I tried to use datasheet view for that and I can tick the correct child list items but there isn't any possibility to click "OK" to save/append those ticked child list items to parent.
Vladi Gubler [9/28/2017 3:43 PM]
Jak: it depends if you use our content type or not. If not, just set the lookup value. If you are, you will have to use an action to accomplish that.
Jak [9/28/2017 4:28 PM]
@ Vladi Gubler: Thanks for a swift reply. Right now I am using regular content type but I think I can upgrade that to associated item type if that is the answer. I can't use lookup value, because it only displays me items by too few columns. There are huge number of child list items and they are grouped by many different things. So I need to have bigger view of the items to assess, which one I want to append. The datasheet view is ideal for that because I can customize the views and tick the correct items. The only problem is, I can't append all those "ticked" items to my parent.
Vladi Gubler [9/28/2017 4:30 PM]
Jak: if you are using a regular content type, it means that you have a lookup there, that's the only way to be able to connect to a parent. Just set the lookup value to your parent and it will work. As long as the lookup is set to the right parent, it doesn't matter how you set it and what view you use.
Jak [10/9/2017 2:46 PM]
Using lookup is easy but not suited for me. My usage scenario is that some data is inputted early on and later needs to be appended (the tricky part for me) and some data is inputted step-by-step using forms and associated items (the easy part already working). In the end both kinds of data should be seen as one list when expanding by "click for details". I really like the associated items options, because every item is shown in separate line and I can control which details I want do display. If I use lookup, then the multiple items, which have been appended, are separated by a comma and unable to display the full details of the item.
Vladi Gubler [10/10/2017 4:04 PM]
Jak: what I meant was that the child list could be based on a regular content type and have a lookup column pointing to the parent it, then the associated items column in the parent would use that lookup to establish the connection.
jay [11/27/2017 9:14 PM]
I want to create one (and only one) child field when a parent list item matches certain criteria. Is there a way to automate that?
Derek Kent [11/28/2017 1:22 PM]
Jay: Can you send an email to support@infowisesolutions.com, describing in detail exactly what you are trying to accomplish?
Dagmar Stevens [1/10/2018 3:36 PM]
There is one Thing i do not understand. Do i have to add items each time or is there a possibility to take them out of existing items in the child list??
Vladi Gubler [1/10/2018 5:32 PM]
Dagmar: it really depends on what you are trying to do, there are many configuration options available.
 
Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.