To create a new NITRO Associated Items column, go to the Create Column button in the ribbon, and select NITRO Associated Items Column from the dropdown:
This will bring up the settings screen for configuring an Associated Items column. There are six tabs across the top:
Choose whether you want to create a new Associated Items column or use an Existing column. If you are converting an Existing column, the options at the top change slightly:
The Column dropdown now gives you an option to select a current standard SharePoint lookup column for converting to an Associated Item Column
For a New column, enter the Display Name and Internal Name of the column. Crow Canyon recommends using an Internal Name with no spaces.
Data Source section
a. Choose the site that holds the list you want to look up to.
b.Choose the list you want the column to look to. This assumes you already have lists made.
c.Choose the view on that list, which can be any view you have previously set up.
Relationship section
Choose how you want to link the items in the child list to the item in the parent list. There are three options:
a.Lookup Column (shown above): For this option, the column must already be associated with a list and designated as a Lookup column.
b.Text
c.Query Builder
Operations section
Delay loading of items will put a small delay in place before loading the associated items. In cases where there is a large number of associated items, this allow the form to load faster.
Allow Inline Editing – Toggle this option to allow the end user to Add, Delete, and Edit associated tasks inl
Select Form – Select the form that will “pop-up” when your end user adds an associated item. You will have to create this form first as well for you to select it or you can use the Default form. NITRO will automatically create a NITRO Form for the associated list if one does not already exist.
Item Operations
New – Toggle this option to allow the end user to add a new entry to the form
Edit – Toggle this option to allow the end user to make edits to the associated task on the form
Delete – Toggle this option to allow the end user to delete associated tasks on the form
New item button text -- this where you can change the caption of the "New Item" button. For further customization of this button, see the Styles section.
Columns to hide in New Form – Here you can select which columns you would like to hide in the associate item form.
Fixed Row Height - Sets the row height in the Associated Items grid on the form to a fixed height, in case there are any Multiple Lines of Text columns that would otherwise extend the height of the grid.
Show Grid Lines -
For multiple pages of data - You can choose "Enable pagination" which will show multiple pages when you have more items in an Associated Items grid than are specified in the "Items Per Page Limit" field (10, in this example). Otherwise, with "Enable vertical scrollbar" you'll get a scrollbar in the form for more than 10 items.
Items Per Page Limit - Determines the number of items in the Associated Items grid before pagination or the scollbar is shown.
Column Width - Allows you to set a fixed width for columns in the Associated Items grid, in pixels.
Extended Settings JSON -
This tab allows you to modify the "New Item" button. You can change the color, font, radius, and more with the settings on this tab.
Allows you to sum up a number field in the Associated Items grid, such as currency or hours. Click on New Aggregate to create a new summary of items in the grid.
New Aggregate:
Display Text - This is what shows up on the form ahead of the value, e.g. "Total Cost"
Column - This is the column that gets calculated
Aggregate Function - This is the function for calculating the aggregate. Options are Count, Sum, Avg (Average), Min, Max, and Advanced. Advanced allows you to use JavaScript to calculate the aggregate.
Format - Allows for formatting the aggregate with e.g. a dollar sign ($).
You can map columns from the parent item to any new items created in the Associated Items grid by clicking on New Column Mapping:
New Column Mapping:
Column - The column on the Associated Items grid that you want to populate with data from the parent item.
Value Expression - The column from the parent item that you want to map to the column on the Associated Item. You can use any of the column values from the parent item or you can use the Today and Me functions.
You can add a tool bar to the Associated Item grid. When enabled, three buttons can show up: Export to Excel, Print, and Email.
Export to Excel - This will allow the user to download the grid items as an Excel file
Print - Brings up the NITRO Print interface with any print templates configured for the Associated list. See Print Manager for more information.
Email - Brings up the NITRO Email interface with any email templates configured for the Associated list. See Email Manager for more information.
You can choose to hide any one or two of these from the tool bar. To hide all three, simply uncheck "Enable Tool bar."
Once you have made the additions and edits you want, be sure to publish the form.