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SharePoint 2013 Task forms have a pretty nifty field called Related Items. It allows you to add a reference to another document or site asset to a Task. This is mainly used to display the related item that the task is created for (During a Workflow). Clicking on Add Related Item link and you get a dialog that allows you to
Where do I find my workflow item ID?
Assuming your workflow is an out-of-the-box Approval workflow or a workflow that has been created using the 2010 platform (containing the “Start Approval Process” action), then you need to use the Workflow Item ID field (internal name is WorkflowItemId ).
When to use the related items field in 2013?
If your tasks are created by a workflow using the 2013 platform containing the “Assign a task” or the “Start a task process” actions, then you want to use the Related Items field (internal name is RelatedItems ).
Adding Related Items. To add related items to tasks, click the ellipsis in the row containing the file you wish to add a related item to then click the ellipses in the pop-up to open the more items menu. Click SHOW MORE to reveal further options and you will see the Related Items section, click ADD RELATED ITEM.
Is there a way to show all related items?
However, if you have 2 tasks on the page with more than 4 related items on each, the “Show More” button does not function properly and prevents you from seeing all of the related items that are in the Display Form. Therefore, use the below script to show all the related items for all visible tasks:
What are the different types of related items in SharePoint?
There are two slightly different types of Related item columns one is what is called a ‘Lookup Column’, This allows you to link to any items from a particular location in the current subsite. The other option is a ‘Related Items’ column which allows you to link to almost any item in SharePoint however it does have a few significant drawbacks.
How does display form and edit form control work?
Display, edit, and create a record in a data source. If you add a Display form control, the user can display all fields of a record or only the fields that you specify. If you add an Edit form control, the user can edit those fields, create a record, and save those changes to a data source.
Is it possible to have the related item field show what it is?
Currently, when I display the related item field in the view, all it shows is ‘1 Related Item’. Is it possible to have it show (or link to) what that item actually is? According to your question description, It seems 1 Related Item is a lookup column value. In this value, you have lookup item’s Id.
How to display related item repeating section in Nintex?
The data from the repeating section in the related item is represented as repeating section in the task form as well. Just make sure that the names of the controls are as in the original item, make the repeating section read only in the task form and you will be completely fine. I tested the same approach in SharePoint 2016 and Office 365.
For example if you are doing an invoice approval workflow you may want to link an image of the invoice to the workflow task. The “Related Items” site column is not available to be added to other content types since it is by default part of the “_Hidden” site column group.
What is the related items column in SharePoint?
The “Related Items” column was introduced in SharePoint 2013. It is a site column that is part of the Task content type. The column allows you to link other items to a given task. For example if you are doing an invoice approval workflow you may want to link an image of the invoice to the workflow task.