Creating a Rollup (O365)

The Rollup feature provides the ability display items from multiple lists or document libraries in one place. You can choose to roll up items from a single site, a site and its subsites, or an entire site collection.

In Office 365, rollups are created within Ultimate Forms and then added to web part pages. The web part requires installation of the Ultimate Forms Extensions app.

Instructions

Part 1: Creating the Rollup

1. From your site contents, select the Ultimate Forms app
2. Under Configure App Parts, select Rollup
   
   
   
   
3. On the General tab, enter a name for your new rollup
4. Select the Template type that your rollup will be based on. The web part will derive its general properties for displaying the aggregated items from this existing content template. This will typically be on the existing site, but you have an option to enter the site URL for a different site and use a content type there.

   Document is the most generic and most often used, although you can use any other library or list in your site as a template. Be aware that if you have modified the template used, you may experience unexpected results if the libraries and lists you are rolling up do not contain the same columns.

   
   
   
5. You can also filter by specific view, if desired
   
   
   
   
6. You can add filters and group the rollup by site, list, or use no grouping. If you use grouping, you can select the option to have the groups collapsed by default.
   
   
   
   
7. You can also limit how many items are shown per page in the rollup, which is useful for large lists.
8. On the Data Sources tab, define the scope of the rollup. Scope can be current site, current site and subsites below it, or the entire site collection (dependent on permissions).
   
   
   
   
9. Select to locate records by base type (as defined by template in step 4), list template, or specific lists (for single site only)
   
   
   
   
10. If you are rolling up a single site, you can manually select which lists and libraries to include. This is not available for rolling up subsites or collections.
    
    
    
    
11. Select the base type to match the template type
    
    
    
    
12. Click Add to save the data source, then Add again to save the rollup
    
    

Part 2: Adding the rollup part to a Classic web part page

1. In edit mode on the page where you want to add the part, position your cursor in the appropriate spot, then select Insert web part on the Insert tab in the ribbon
   
   
   
   
2. In the Categories column, select Infowise. Select Infowise Rollup as the part type and click Add.
   
   
   
   
3. In the web part on the page, click the small down-arrow in the upper right corner and select Edit Web Part from the drop-down menu
   
   
   
   
4. In the web part edit dialog, click Configure
   
   
   
   
5. Select the rollup profile you want to use in the web part, then click the small X in the upper right corner to return to the regular edit part dialog. Make other changes as needed and click Okay to save.
   
   
   
   
6. Information will now be visible in the web part
   
   
   
   
7. You may add multiple rollups to pages
   
   

Part 3: Adding the rollup part to a Modern web part page

The method of adding web parts to a Modern page is different from the Classic experience, although in both cases the configuration of the part happens in Infowise Ultimate Forms before placing it on the page.

1. On a Modern page, click the + symbol to add a new region.
   
   
2. Select Infowise Rollup from the list of available parts.
   
   
   
   
3. click the small Edit icon on the left of the new region.
   
   
   
   
4. Select the Rollup you created from the list.
   
   
   
   
5. The Rollup part will now be on the page. The page saves autimatically, but will not be visible to others until you Publish it.
   
   

For additional information about defining data sources and the on-premise version of Rollups, please check the documentation online.

Summary

The Rollup feature provides the ability display items from multiple lists or document libraries in one place. In Office 365, rollups are created within the Infowise tool and then added to web part pages.