Configuring Rollups for SharePoint On-Premises

Instructions

Step 1: Add a New Wiki Page

1. Go to Site Content → Site Pages.
2. Click New  → Wiki Page.
3. Enter a page name, for example: All Projects.
4. Click Create.

You will be redirected to a blank Classic page.

Step 2: Add the Rollups Web Part

1. At the top ribbon, select the Insert
2. Click Web Part → Infowise → Infowise Rollup.
3. Click Add.

The web part will appear on the page.

Step 3: Open Web Part Properties

1. Click the arrow in the upper-right corner of the Rollups web part.
2. Select Edit Web Part.

The Rollups configuration panel opens on the right side of the page.

Step 4: Configure General Settings

1. Template List
   • Select one of the project lists, for example: Projects – Finance.
   • This list defines the structure and available views for the Rollup.
2. Template View
   • Select the view that controls how items are displayed: All Items.
   • Only the columns included in this view will appear in the Rollup.
3. Filter by View (Optional)
   • Enable Filter by view if you want the Rollup to respect filters defined in the selected list view.

Step 5: Apply Filters

To display only active projects, configure a filter:

• Column: Status
• Operator: is equal to
• Value: In Progress
• Click Add

This ensures that only items with Status = In Progress appear in the Rollup.

Step 6: Configure Display Options

Grouping

• Group by: List
• Display as tabs: Enabled
• Collapse by default: Optional

When grouping by List and enabling Display as tabs, each source list is displayed as a separate tab in the Rollups web part.

Paging

• Page size: 0 (no paging)

This displays all matching items in a single view. 

Step 7: Enable Interaction Options

Enable additional options to allow users to work with Rollup items directly:

• Allow adding new items
• Show ‘Print’ button
• Show ‘Add alert’ button
• Show ‘Run actions’ button
• Open forms in a dialog

These options allow users to interact with items without navigating away from the page.

Step 8: Configure Data Sources

Scroll to the Data Sources section.

1. Set Scope to Current site.
2. Set Locate by to Specific Lists.
3. Lists: Choose lists you created: Project – IT, Project – Finance, Project - Marketing
4. Click Add.                                                                                                       

This configuration explicitly defines which lists should be included in the Rollup and avoids pulling in unrelated lists.

Step 9: Save and Review the Results

1. Click Apply, then OK.
2. Save and Publish the page.

After publishing the page, open it in view mode.

You can now:

• See items from Projects – IT, Projects – Marketing, and Projects – Finance in one Rollup
• View only projects with Status = In Progress
• Identify items by their source list or site
• Open and manage items directly from the Rollup