UltimateForms: Associated Items

Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot.
UltimateForms: Associated Items column, a component of UltimateForms, brings database-like relationships into your forms.
  • Display a fully-functional list of related items directly on parent item's forms, similar to repeating sections in InfoPath
  • Create new related items directly from the new/edit/display form of the parent item
  • Use summary columns to automatically generate summary values of your related items (e.g count, sum, average, concatenate)
  • Track and managed associated items directly from the parent item using a full-featured context menu
  • Sorting, paging and view selection of related items
  • Perform bulk actions on all related items with a click of the mouse
  • Works with all content types
  • AJAX support for entering data without page refreshes
  • Special content types and list template included, so you can start straight away
  • Localized into English, French, Spanish and German

Add and manage related items or documents for any list item or document. Both same site and cross-site relationships are supported.
The associated items appear in a view of your choosing, complete with sorting, paging and full-featured context menu. You can create and edit related items directly fromm within the parent item.

Create summary columns to summarize your related items, use count, sum, average, concatenate, etc.

Define actions to be performed on all related items. You can update, delete or publish related items in bulk with a single click.

  • Manage reports and events and assign their tasks from one spot
  • View what is holding back an important conference preparations
  • Request feedback or approval on a document while examining its properties
  • Implement Read&Sign regulatory capability in a few minutes


Feature Image Our Product SharePoint Native
Add related items for any item from within the item itself caption   Included  
Adds repeating seciton functionality to regular lists   Included  
Special easy task in-line entry form   Included  
Optional pre-defined task title for simplified data entry   Included  
Define bulk actions to perform on all related items   Included  
Show related items in a pre-defined, customizable view caption   Included  
Optionally, show a view selector to enable switching views   Included  
Automatically generate tasks for a group of users with a touch of a button   Included  
Add related items using datasheet view   Included  
Works with provided content types or any lookup caption   Included  
Track relationships between parent and child items   Included  
Localized into English, French, Spanish and German   Included  
Note: unless specifically stated otherwise, all products require only SharePoint 2016 and up. Except for SharePoint Online apps, all of our products must be installed as farm solutions.
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Version Release Date Changes
1.20.6 18-Feb-2024
  • Fixed: Context menu on Associated items located on another site
  • Fixed: Clicking on Associated document will open the document and not the display form
1.20.5 04-Feb-2024
  • Added: New context menu and Associated rows mouse hover styling
  • Fixed: Color choice editing in Associated items list view
1.20.4 17-Jan-2024
  • Fixed: Context menu operations in Associated items list view
1.20.3 30-Nov-2023
  • Important: SharePoint 2013 is not supported starting this version of the product!
  • Installer improvements: longer timeout period and adjustments to services restarting
1.20.2 20-Feb-2023
  • Added: Adjustments for Solution catalog installations
  • Fixed: Associated Summary Date format when based on a Calculated column
1.20.1 03-Jan-2023
  • Updating numeric Summary column attributes according to the Value column on each save
  • Installer got a new logo and a new file naming convention
1.20.0 29-Aug-2022
  • Upgraded to Microsoft .Net Framework 4.8
1.19.21 12-May-2022
  • Added: support for Color choice Edit in Views
Although this feature can be purchased and installed separately, we highly recommend always installing the complete UltimateForms suite. It will ensure you are not limited in any way when implementing your business solutions and achieve the best possible result.
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Developer License per server
Annual Support Renewal per server
We offer special discounts to non-profits, educational or government organizations

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