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Tutorial

Creating an Associated Item field

Creating an Associated Item field is a two-step process, first the “child” list must be configured, then an Infowise Associated Item field is added to the parent list. There are two methods for configuring the child list, they are covered in the Child List Content Types page. This section covers adding the Infowise Associated Item field to the parent list.

There are different paths to create the Associated Items field depending on if you are using the App Version (Office 365) or you are On Premises.

Instructions

App Version (Office 365) – The Associated Item field is created via the Infowise Dashboard in the context of the parent list. The Associated Item field is found under the Configure Columns section.

Associated Items Field

On Premises – The Associated Item field is created directly via the List Settings dialog (this screen is also accessable through the infowise design dashboard, just like the Office 365 case).

Associated Item Field (On Premises)

Field Configuration

Configuring an Associated Item field is similar between Office 365 and On Premises. The dialog shown below is form the Office 365 version. Note that before an Associated Item field can be created, there must already be a “child” list to associated to. There are two methods of configuring the child list, they are covered in the Child List Content Types page.

Associated Item Settings

Child Site – This selection is the list which will become the associated (or “child”) list. Once a child list has been created and configured in a site, it will appear automatically in the “Child List” dropdown.

Child Content Type – This field denotes the type of link that will be used between the child and the parent. In general, there are two types of content types which are used: the basic SharePoint content type (Item, document, task) and the “Infowise Associated” version of each of these. The differences between the two are covered in the next section.

Child view – If there are multiple views in the child list, you can select which one is shown in the parent’s form. It is a great idea to use a new view in the child list with only the fields that pertain to the parent shown.

Lookup to parent – This field is only shown if the basic SharePoint content type is selected. When using the basic SharePoint content types, a lookup field must exist in the child which links to the parent. Select the lookup field which has the correct link (if there are multiple lookup fields). This topic is covered in more detail in the next section.

Items per page – if there will be many child items associated to a single parent, use this field to implement paging for the children.

Details Label – Text entered here will replace the text of the default “click for details” link shown for the child column in the parent lists’ views.

Details Label

Allow adding new values – Select this checkbox to allow new children to be created from the parent item’s form view.

Allow adding when parent item in Display mode – Normally child items can only be added while the parent item is in Edit mode, select this checkbox to allow child items to be created while the parent is in Display mode (view form).

 

New Item Label – Text entered here will replace the default “new item” text shown in the parent’s from if “allow adding new values” is selected.

New Item Label

 

Last modified: 5/22/2017 5:59 PM
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