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Introduction to Related Items

Forms Designer provides the Related Items control that allows you to display and edit items from a related list and filter it dynamically based on a parent item’s field. The Related Items control is a replacement of repeating tables in InfoPath. It supports two modes: quick and regular as any view in SharePoint.

Properties of the Related Items control:

Data Source	Allows you to pick a source list and define filtering criteria. See the list or properties below. Default: default view of the current list without filtering.
Editable	If set to True, the ‘new item’ link is displayed on top of the control allowing users to add new items to the related list. Default: True.
Refresh	This property is applicable to the server-side rendering mode (see Render property). If set to Asynchronous, sorting, filtering and paging work asynchronously without refreshing the whole page. Default: Asynchronous
Render	Client is the default option in SharePoint 2013/2016, Server is the only option in SharePoint 2010. If set to Client, the control is rendered on the client side based on its configuration presented in JavaScript-object. Server – the control is rendered on the server side. Default: Client
Quick Edit	Only – the control is rendered in grid mode. Optional – the control is rendered as a regular SharePoint view but users can switch into grid mode to edit it quickly. None – the control is rendered as a regular SharePoint view. Default: None
Save option	If set to Recreate, Forms Designer replaces ListViewWebPart each time a user saves the form in Forms Designer even if the configuration of the Related Items has not been changed. IgnoreIfExists – if the appropriate ListViewWebPart already exists, Forms Designer does not recreate it but only changes the corresponding properties. It can be useful if you modified the ListViewWebPart either in SharePoint Designer or via SharePoint UI and do not want to lose your changes after re-saving the form in Forms Designer. Default: Recreate
View	CAML-query of the list view displaying in the Related Items control. Default: empty
Css Class	A CSS-class of a div element containing the Related Items control. Default: empty
Style	Inline CSS-styles of a div element containing the Related Items control. Default: empty

Properties of the Data Source editor:

Web URL	SharePoint site URL containing the source list
List	Source list
View	View that is copied to the View property of the Related Items control.
Filtering options	Show new items only – renders an empty view when a user opens a form. Items added into the Related Items control after opening the parent form are displayed. Recommended for New forms only to avoid displaying items that are not linked to any parent. Show all items from the view – displayed all items from the selected view without dynamic filtering. Filer by form field – applies additional filter to the view based on the parent field. Form field – field of the current item List field – field of the related list. Only items containing the same values in the selected fields are displayed in the form. See how to filter the related list by various field types.