Tutorial: Associated Items - How to Set up Associated Items

Actions

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AND / OR Conditions

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Associated Items

How to Set up Associated Items

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Using Associated Documents with Projects

Associated Items Button

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Displaying Associated Tasks in Event Calendar

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Charts Introduction

Creating and Configuring Charts

Import

In this tutorial, we’ll configure Projects as the parent list and Tasks as the child list. This setup will allow you to manage project-related tasks directly inside the project form—without switching between lists or writing any code.

By the end, you’ll have a working Projects + Tasks solution where users can:

Create a project.
Add and edit tasks directly inside the project form.
Keep all related records connected automatically.

Instructions

Step 1: Create the parent list (Projects)

Create a new SharePoint list named Projects.
Add columns:

Title (default) → Project name
Description (Multiple lines of text)
Project Manager (Person/Group)
Start Date, End Date (Date/Time)

Step 2: Create the child list (Tasks)

Go to the Projects list.
Open Design.
In Form Designer, click Add Column.
Choose type Associated Items.
Name it Project Tasks.
In the column settings:
- Select Create new list
- Type: Tasks
- Enter list name: Tasks
Save.
Drag the Project Tasks column into Project form and Publish.

Step 3: Configure the child list

After creating the list, configure its fields::
- Task Title (Single line of text)
- Assigned To (Person/Group)
- Status (Choice: Not Started, In Progress, Completed)

Step 4: Test the setup

Create a new Project.
Inside the Project form, you’ll now see a Project Tasks section.
Add tasks directly in this section.
Save the project.

Summary

You’ve just set up your first Associated Items configuration in Ultimate Forms. With only a few steps, you connected Projects and Tasks so that tasks can be managed directly within the project form.

Last modified: 3/24/2026 12:18 PM

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