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: 9/28/2015 1:37 PM
7 comments [latest: 5/15/2017 6:48 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.
 
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