I've been struggling for a few days on how I can do something like this with several SharePoint lists I use for my Microsoft Access database. I can't tell you how many threads and videos I've seen covering different approaches, none of which worked. This solution is so simple and straightforward and is exactly what I was looking for. Thanks so much for sharing!
This was very helpful. I created a two column setup, and the only issue I am running into is it seems be aligning both columns to the left half of the page. In your demonstration, your lists seem to be centered. Is there a way I can configure this?
Great stuff! Thanks for sharing. Can you set this up to select multiple clients? In other words, if I wanted to see information from the various lists for 2 clients at once?
Hi Greg, If I use gallery view in the "sorting" list, is it possible to disable the hyperlink feature. I suspect the users will often click on the item and is send i a new tab to the item and not the radio button 😟
Greg, I always enjoy your videos. Thank you so much for being such a great resource for all of us. I'm attempting to mirror this but running into an issue, which I think may be related to my use of lookup columns. I have two lists that I'm attempting to use this for, one is a static list with the different conference rooms we have and the other contains all of our event information, including a lookup column to the first list that provides them the options of the conference rooms to pick from. When I attempt to dynamically filter the second list of events by the event location (lookup from first list), I keep getting errors. Primarily it says "object Object". Any ideas?
Thanks for the kind words. Hmmm, don't think I have ever seen this error message. Yeah, sounds like something unique about your list setup. Hard for me to tell, though.
Hi! I have a list named “Customers” that I’m filtering by current user and it’s working. Then I have another list called “Connections” that has a “Customer ID” lookup column for a column with the same name in the “Customers” list. I’d like to filter this “Connections” list based on the “Customer ID” that are already being filtered in the “Customers” list. Do you know how can I do that?
@SharePointMaven - first, great video and spot on for what I am trying to do at the moment 👏 This might be the same question as above, but I'll give it a go: You showed how to use one list to filter several lists/libraries. Is it possible to use several lists to filter one library? I have a document library with several columns of relevant data, and would like the user to decide what filters to use without showing the whole library (hence, a list for each column to filter) :)
Let's say I want to filter Client on load of the page to return only one record. Is there a way to make the dynamic filter for your other 2 web parts work without first clicking on that one Client record? I don't want my users to see records that aren't related to them.
@@SharePointMavenThanks for the quick reply but that won't work for my situation. I have list1 which only contains the user's Office Code (one record) filtered by [Me]. Then list2 has a lot of Office Codes and records are constantly being added. list1 sends over the office code to list2 but only when you click on list1 first. I would like the page to automatically filter for list1's office code so that people don't come in and see other people's office code. I was able to do this previously in 2016 with an InfoPath form that preloaded the user's office code and shot over the filter to the list web part on the same page. This would work on load of the SP page without anyone having to click on anything.
I have a product list and a document library. When I click on a product, it will only filter what is in a current folder. In other words I want to click a product and have it show anything in the entire library that has the tag, regardless of the folder in the library it is located. Is this possible?
That's a perfect example of where using meta data would have been better than folders. If you replace your folders with meta tags then you'd be able to do what you're trying to achieve.
Hi, this is a great solution. Been trying to apply it, but for some reason, it won't let me use it, it keeps asking me to refresh or exit the page. Do you know of any current bugs that will be causing this problem? Thank you
This was great. I did this in classic SharePoint via connected web parts, modern calls it dynamic filtering. Much more elegant. I would like to mention though this video should show the actual list design to show both the documents and contacts use lookup to client list not rely on the user spelling the customer name correctly because that will never happen. The lookup confirms data integrity of the list content besides the UX of the dynamic filtering process as a whole. So, please extend video to show lookup to clients from both the contacts list and contract list.
Thanks Steve. Yes, agree modern experience is pretty elegant. I do provide lookup instructions on my blog: sharepointmaven.com/2-ways-to-connect-lists-and-libraries-in-sharepoint-online/
Have you found any tricks where the child lists would display nothing until a parent row is chosen? I'm in too deep already, trying embedded modern script components to run javascript on the page that would target the id of the list component and perform a fake "click" on the first item....
Greg, thanks for all your great content! Is it possible to pull the names for Customer/Company Name/Client name from one central place or to somehow sync them, in order to eliminate differences in the names and to allow for a simple way to change the name of a client company?
Three ways: 1. create a Site column (a choice column) in which you maintain the customer name. Add that column to each list/library. 2. used a managed meta data column. Essentially this is a variation of 1. 3. create a separate list in which you maintain a list of customers. Use this as a lookup column in your other lists.
Thank you for this. Does this work with managed metadata? Also, does this work across multiple sites, or do all of the lists/libraries have to be on one site?
I never tried this with managed metadata. Should work. This does not work with lists/libraries on different sites. They have to be on the same site and page!
I have a file repository with multiple columns (Department, Segment, Topic, and Metadata). In the Metadata column, I've written a small script using JSON. The script can be opened directly in the column, and when selected, it opens a form created in PowerApps (ruclips.net/video/9_haLJRr4YQ/видео.html). For the Department column, for example, I have four values as options (Department 1, Department 2, ...). The same goes for Segment and Topic. This helps with filtering documents. To make it easier to enter metadata for new documents, I want to cascade the form. For this purpose, I've created two lists (ListSegment and ListTopic). ListSegment has Segment1 ... Segment 4 in the first column and Department values (Department 1 ... Department 4) in the second column. ListTopic is similar, with Segment and Topic values, just like yours. Now, I'm creating a new document in the file repository. It's possible that the newly created document in the file repository already has metadata because I've set default column values at the folder level. These values should be displayed as default values in the form so that they don't need to be entered again. My problem is that I can save metadata in the Department (the data source is the Department column of the file repository), but the metadata coming from the data source lists are not assigned to the document. Unfortunately, the metadata is not being updated. I hope this makes it clearer. It's similar to what you described, but I want to retrieve and process data from a file repository. Thank you very much for your help :)@@SharePointMaven
Hi, thank you fro the demo. I set up such a link. Actually I used a Lookup field in the child list. Now I want to set up the child list so that when a new item is being added to it, the linked field gets filled in automatically, to match the pre-filtered value of the parent list. Like, adding a new contact for the company, in your example. So that in the child field, one does not need to type in the company name, and does not even need to search for it in a long drop-down, but it should be pre-filled as default. I wonder if you know a trick for this. I searched the net but I only found a code providing default fixed values. (note, I do not necessarily need a lookup field, a numeric field is fine). Thanks for your thoughts
@@SharePointMaven Thanks a lot for the answer. It came very fast. Sadly, special tools like PA are not available. Workflow is, but again, no proper features there. Thanks!
Thank you. I thought this was going to solve my issue of not being able to pull choice columns from list-A into list-B via lookup fields. I thought I would just show list-A on same page as list-B in different webpart with navigation/command-bar disabled as a workaround, but it's not accepting the lookup ID field from List-B to show contents of list-A (the ID of which is being pulled as Lookup ID in list B) :( Very frustrating how Lookup and Choice fields are not allowed, limiting so much functionality! --- [Solution] Since this dependent filtering is available, I'll use a single list (instead of 2)... List B input fields will now be in list A. Users for their editable view will only see their fields. Another view will show them the item's fuller data for reference, but with command bar removed from webpart, they won't be able to edit those fields. Because these are internal users, will forgo more stringent permissions measures as primary need is for one user not to accidentally overwrite someone's else's input.
Thank you very much for your time and for sharing your knowledge, it has been of great help to me. 👍Question, how many lists can be inserted in the dynamic filter?
My pleasure, Christian. I am not aware of any limits as to how many lists/libraries can be embedded on the page and connected to the source list via dynamic filters.
👋Hi Greg, very 🤩👍good video indeed, right😎 to the point, well 🤓prepared, it shows, congrats and 🤗thank you. (I wonder if you finally upgraded your microphon, I feel sorry that your voice still seems to be recorded with a quality that does not match your content quality overall - but may be that's just me, I might be a bit 😉deaf, I have to check!!!)
Thanks, Phil. I do have a decent, and it might not sound pro, but I think it still sounds OK for users to understand me. Never heard anyone else voice concern over it.
Phil is right, your voice is by far not the quality of your content. Consider it by comparing to others. Try it on different computer, tablet, phone without headset of course
@@SharePointMaven Greg, if you need a baseline, here are some examples of good sound quality. I hope you will see the difference. ruclips.net/video/5nrxp7lc0so/видео.html ruclips.net/video/jLHqGRpGOPk/видео.html ruclips.net/video/hOmTyaMB2sY/видео.html
👉 If you want to learn more on this topic, check out this video as well: ruclips.net/video/u1rf19lP0uU/видео.htmlsi=JbV1r8LN_TTfgJxR
I've been struggling for a few days on how I can do something like this with several SharePoint lists I use for my Microsoft Access database. I can't tell you how many threads and videos I've seen covering different approaches, none of which worked. This solution is so simple and straightforward and is exactly what I was looking for. Thanks so much for sharing!
My pleasure! Really happy to hear this, and I appreciate the kind comment. 🙏🙏
This is the power I've been looking for!!! Thank you for showing a very very preactical use case!
My pleasure!
Hey This is great, do you have a video in how to create an app as the CRM? or a training for it? Thanks!
No
This was very helpful. I created a two column setup, and the only issue I am running into is it seems be aligning both columns to the left half of the page. In your demonstration, your lists seem to be centered. Is there a way I can configure this?
Thanks, there is no way to center lists, perhaps this has to do with size of screen/display.
Great stuff! Thanks for sharing. Can you set this up to select multiple clients? In other words, if I wanted to see information from the various lists for 2 clients at once?
No, this is not possible - just 1 at a time.
Hi Greg,
If I use gallery view in the "sorting" list, is it possible to disable the hyperlink feature. I suspect the users will often click on the item and is send i a new tab to the item and not the radio button 😟
I doubt it - not aware of this.
You can disable the default hyperlink using JSON formatting.
Hi,
Thanks for your tutorial. Here we filtered using only one column can we use filter two columns at a time?
No, not possible with this config
Greg, I always enjoy your videos. Thank you so much for being such a great resource for all of us. I'm attempting to mirror this but running into an issue, which I think may be related to my use of lookup columns. I have two lists that I'm attempting to use this for, one is a static list with the different conference rooms we have and the other contains all of our event information, including a lookup column to the first list that provides them the options of the conference rooms to pick from. When I attempt to dynamically filter the second list of events by the event location (lookup from first list), I keep getting errors. Primarily it says "object Object". Any ideas?
Thanks for the kind words. Hmmm, don't think I have ever seen this error message. Yeah, sounds like something unique about your list setup. Hard for me to tell, though.
Hi! I have a list named “Customers” that I’m filtering by current user and it’s working. Then I have another list called “Connections” that has a “Customer ID” lookup column for a column with the same name in the “Customers” list. I’d like to filter this “Connections” list based on the “Customer ID” that are already being filtered in the “Customers” list. Do you know how can I do that?
I do not have an answer for this
@SharePointMaven - first, great video and spot on for what I am trying to do at the moment 👏
This might be the same question as above, but I'll give it a go: You showed how to use one list to filter several lists/libraries. Is it possible to use several lists to filter one library? I have a document library with several columns of relevant data, and would like the user to decide what filters to use without showing the whole library (hence, a list for each column to filter) :)
@@dagrunesvendsen3200 Thanks for the compliment. Yeah, I doubt this is possible. Never tried it to be honest.
Let's say I want to filter Client on load of the page to return only one record. Is there a way to make the dynamic filter for your other 2 web parts work without first clicking on that one Client record? I don't want my users to see records that aren't related to them.
You might need to do this via row-level security: sharepointmaven.com/hide-rows-sharepoint-list/
@@SharePointMavenThanks for the quick reply but that won't work for my situation. I have list1 which only contains the user's Office Code (one record) filtered by [Me]. Then list2 has a lot of Office Codes and records are constantly being added. list1 sends over the office code to list2 but only when you click on list1 first. I would like the page to automatically filter for list1's office code so that people don't come in and see other people's office code. I was able to do this previously in 2016 with an InfoPath form that preloaded the user's office code and shot over the filter to the list web part on the same page. This would work on load of the SP page without anyone having to click on anything.
I have a product list and a document library. When I click on a product, it will only filter what is in a current folder. In other words I want to click a product and have it show anything in the entire library that has the tag, regardless of the folder in the library it is located. Is this possible?
Not possible OOTB
That's a perfect example of where using meta data would have been better than folders. If you replace your folders with meta tags then you'd be able to do what you're trying to achieve.
Hi, this is a great solution. Been trying to apply it, but for some reason, it won't let me use it, it keeps asking me to refresh or exit the page.
Do you know of any current bugs that will be causing this problem?
Thank you
Thanks. No, not aware of any bugs. This usually always worked fine.
This was great. I did this in classic SharePoint via connected web parts, modern calls it dynamic filtering. Much more elegant. I would like to mention though this video should show the actual list design to show both the documents and contacts use lookup to client list not rely on the user spelling the customer name correctly because that will never happen. The lookup confirms data integrity of the list content besides the UX of the dynamic filtering process as a whole. So, please extend video to show lookup to clients from both the contacts list and contract list.
Thanks Steve. Yes, agree modern experience is pretty elegant. I do provide lookup instructions on my blog: sharepointmaven.com/2-ways-to-connect-lists-and-libraries-in-sharepoint-online/
Have you found any tricks where the child lists would display nothing until a parent row is chosen? I'm in too deep already, trying embedded modern script components to run javascript on the page that would target the id of the list component and perform a fake "click" on the first item....
I am not aware of this
Hello. Are "Company name" and "Customer" lookup fields ?
They can be, but they don't need to be. Can be just a choice column too
Not sure if you have done any videos on cascading drop down list .....
No, I did not. This is not possible in SharePoint OOTB
@@SharePointMaven yea - my options are the old infopath /share[oiint designer or new and futuristic power apps 😀
Assuming these lists and libraries all need to be on the same site? Any way of doing it when a list is somewhere else?
Yes, they do need to be on the same site. You will need Power Apps to connect lists from other sites
@@SharePointMaven thanks. that's why I was asking. Just cheecking I'm not missing something! 😊
This helped me so much! Thank you
Happy to hear, thank you!
Greg, thanks for all your great content!
Is it possible to pull the names for Customer/Company Name/Client name from one central place or to somehow sync them, in order to eliminate differences in the names and to allow for a simple way to change the name of a client company?
You are welcome. Not aware of a way tod o this out of the box. Perhaps with some automation.
Three ways:
1. create a Site column (a choice column) in which you maintain the customer name. Add that column to each list/library.
2. used a managed meta data column. Essentially this is a variation of 1.
3. create a separate list in which you maintain a list of customers. Use this as a lookup column in your other lists.
Thank you for this. Does this work with managed metadata? Also, does this work across multiple sites, or do all of the lists/libraries have to be on one site?
I never tried this with managed metadata. Should work. This does not work with lists/libraries on different sites. They have to be on the same site and page!
Heyy
Is it possible to put in Dynamic filters in a Datafolder Column Filter?
Don't know what you mean
I have a file repository with multiple columns (Department, Segment, Topic, and Metadata). In the Metadata column, I've written a small script using JSON. The script can be opened directly in the column, and when selected, it opens a form created in PowerApps (ruclips.net/video/9_haLJRr4YQ/видео.html).
For the Department column, for example, I have four values as options (Department 1, Department 2, ...). The same goes for Segment and Topic. This helps with filtering documents.
To make it easier to enter metadata for new documents, I want to cascade the form. For this purpose, I've created two lists (ListSegment and ListTopic). ListSegment has Segment1 ... Segment 4 in the first column and Department values (Department 1 ... Department 4) in the second column. ListTopic is similar, with Segment and Topic values, just like yours.
Now, I'm creating a new document in the file repository. It's possible that the newly created document in the file repository already has metadata because I've set default column values at the folder level. These values should be displayed as default values in the form so that they don't need to be entered again.
My problem is that I can save metadata in the Department (the data source is the Department column of the file repository), but the metadata coming from the data source lists are not assigned to the document. Unfortunately, the metadata is not being updated.
I hope this makes it clearer. It's similar to what you described, but I want to retrieve and process data from a file repository.
Thank you very much for your help :)@@SharePointMaven
@@denisbaumgartner9777 Sorry, can't help you here, not familiar with scripts, JSON or PowerApps
ok, thank you :)@@SharePointMaven
Hi, thank you fro the demo. I set up such a link. Actually I used a Lookup field in the child list. Now I want to set up the child list so that when a new item is being added to it, the linked field gets filled in automatically, to match the pre-filtered value of the parent list. Like, adding a new contact for the company, in your example. So that in the child field, one does not need to type in the company name, and does not even need to search for it in a long drop-down, but it should be pre-filled as default. I wonder if you know a trick for this. I searched the net but I only found a code providing default fixed values. (note, I do not necessarily need a lookup field, a numeric field is fine). Thanks for your thoughts
I am not aware of any tricks for this using out of the box features. Perhaps you need to use Power Automate.
@@SharePointMaven Thanks a lot for the answer. It came very fast. Sadly, special tools like PA are not available. Workflow is, but again, no proper features there. Thanks!
Thank you. I thought this was going to solve my issue of not being able to pull choice columns from list-A into list-B via lookup fields. I thought I would just show list-A on same page as list-B in different webpart with navigation/command-bar disabled as a workaround, but it's not accepting the lookup ID field from List-B to show contents of list-A (the ID of which is being pulled as Lookup ID in list B) :( Very frustrating how Lookup and Choice fields are not allowed, limiting so much functionality! --- [Solution] Since this dependent filtering is available, I'll use a single list (instead of 2)... List B input fields will now be in list A. Users for their editable view will only see their fields. Another view will show them the item's fuller data for reference, but with command bar removed from webpart, they won't be able to edit those fields. Because these are internal users, will forgo more stringent permissions measures as primary need is for one user not to accidentally overwrite someone's else's input.
You are welcome!
Thank you very much for your time and for sharing your knowledge, it has been of great help to me. 👍Question, how many lists can be inserted in the dynamic filter?
My pleasure, Christian. I am not aware of any limits as to how many lists/libraries can be embedded on the page and connected to the source list via dynamic filters.
👋Hi Greg, very 🤩👍good video indeed, right😎 to the point, well 🤓prepared, it shows, congrats and 🤗thank you. (I wonder if you finally upgraded your microphon, I feel sorry that your voice still seems to be recorded with a quality that does not match your content quality overall - but may be that's just me, I might be a bit 😉deaf, I have to check!!!)
Thanks, Phil. I do have a decent, and it might not sound pro, but I think it still sounds OK for users to understand me. Never heard anyone else voice concern over it.
Phil is right, your voice is by far not the quality of your content. Consider it by comparing to others. Try it on different computer, tablet, phone without headset of course
@@francoiseraud7624 OK thanks will take a look
@@SharePointMaven Greg, if you need a baseline, here are some examples of good sound quality. I hope you will see the difference. ruclips.net/video/5nrxp7lc0so/видео.html
ruclips.net/video/jLHqGRpGOPk/видео.html
ruclips.net/video/hOmTyaMB2sY/видео.html
@@philpeko1796 Thank you! Sometime I will get there :)
Lovely ❤
Thanks