Set Up Associated Items in UltimateForms for SharePoint

Kickstart Training

Kickstart Training Overview

List Setup and Initial Form

Form Building - Part 1

Form Building - Part 2

Form Building - Part 3

Form Building - Part 4

Form Building - Part 5

Form Building - Part 6

Form Building - Part 7

Email Alerts Setup

Getting Started

Differences Between Infowise UltimateForms for Microsoft 365 and On-premise Versions

Creating a site from a Business Solution Template

Kick Start Training

Form Designer - Make a Basic Form

Build it Now - Expense Reports

Build it Now - Form Designer

Build it Now - Approval System (Classic)

Build it Now - Charts (Classic)

Build it Now - Notification and Escalation System (Classic)

Build it Now - Process Diagram with Workflow (Classic)

Build it Now - Reservations System (Classic)

Build it Now - Timesheets (Classic)

Expense Report with One Approval (Classic)

Vacation Report with One Approval (Classic)

Actions

Smart Actions in Infowise UltimateForms for SharePoint

AND / OR Conditions

Create List Item Action

Delete Items Action

Send Email Action

Create a List/Library Action

Copy List Item Action

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Manage Permissions Action

Check if field value changed

Create a history section

Actions vs Form Actions

Alerts

Working with Dates

Time and Date Functions

Build a dynamic Today field

Today field date comparisons

Form Designer

Moving, Adding and Removing Fields

Associated Items Button

Form Designer - Basic Styling

Using Grid Design to Fine-Tune Form Layout

CSS for the Modern Form Designer – a Closer Look

Create a Public Facing Form

Rules to Control Form Element Behavior – Form State

Tabs and Tab Permissions

Enabling the Display All Columns Tab (Classic)

Tab / Field Permissions (1/3) (Classic)

Tab / Field Permissions (2/3) (Classic)

Tab / Field Permissions (3/3)

General Settings (Classic)

Create a Tabbed Interface

Multiple Columns (Classic)

Fragments - Inserting Custom Diagrams in Forms (Classic)

Manual Form Layout (Classic)

Use SharePoint Group Permissions (Classic)

Views and View Customization

Color Choice as a status indicator

Add Forms to Microsoft Teams

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Validate a signature field

Advanced Column Permissions

Signature Field

Adding a Signature Approval for List Changes

Hide fields to simplify the Add form

Item IDs

Create Item IDs using a seed value

Create Document IDs with Date Prefix

Create Item IDs Using Column Values

Create Item IDs Using Conditions

Associated Items

How to Set up Associated Items

Revealing Associated List Information with Modern Form Designer

Print Formatting

Calendar Print Template

Adding Parameters to Print Template

Custom Print Headers and Footers

Charts, Filters and Other Web Parts

Creating a Rollup (O365)

Range Column Chart

List Search Filter by View

List Filters (On premises)

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Charting in Office 365

Event Calendar

Basic Event Calendar Office 365

Basic Events Calendar On-Premise

Email Approvals

Setup Sharepoint List

Setup Email Import

Connected Fields

Creating a Master- Detail Lookup Column with On-Premise Infowise

Voting Fields

Creating a Voting Column

Setting an Owner Column

List Search

List Search Setup

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)

Create a new Task list named Tasks.
Add columns:

Task Title (Single line of text)
Assigned To (Person/Group)
Status (Choice: Not Started, In Progress, Completed)

Step 3: Enable the Infowise Associated Task content type on this list

Turn on content type management
- Open Tasks list → List → List settings.
- Go to Advanced settings.
- Set Allow management of content types? → Yes.
- Click OK to save.
Delete the Task content type
- Back on List Settings, under Content Types, click on Task content type.
- Click on Delete this content type.
Add the Associated Task content type
- Under Content Types, click Add from existing site content types.
- In Select site content types from, choose the group that contains Infowise types.
- In Available site content types, select Infowise Associated Task.
- Click Add and then OK.
Verify
- Ensure Infowise Associated Task now appears under Content Types on the Tasks list settings page.

Step 4: Add an Associated Items column

Go to the Projects
Open Design from the top menu.
In Form designer Click Add Column.
Choose type Associated Items.
Name it Project Tasks.
Child list - Tasks.
Child content type - Task
Select the view of Tasks you want to show (e.g., All Tasks).
Save the column.
Drag the Project Tasks column into Project form and Publish.

Step 5: 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.

Watch this quick video walkthrough from Infowise:

Summary

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

Last modified: 9/10/2025 12:07 PM

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