![]() ![]() Give the column a name, then choose Lookup type, in the middle of the screen, choose the list or library where you will be looking up info from (in my case Clients), you also have an option to display (bring over) additional columns from that other list as well, so check those if need be, then click OK at the bottom of the page.Under Columns list, click Create column.Click on Gear Icon > List Settings (we cannot use +Add Column option on the front end since Lookup Column is considered a classic feature and is not available there).Now we are going to build a Lookup Column from Contacts List to the Client List. I described how to do this here.Ĭlients/Company List Step 2: Create a Lookup Column The quickest way to dot his would be to create Custom Lists and add appropriate columns on both. In our case, we are going to connect the Contacts List (with individual’s names and contact info) with a Clients List (with company names and addresses). Just to be clear, you can connect not just the SharePoint lists, but also the document libraries. Step 1: Build the custom lists (or document libraries) Let’s go ahead and use the above example and build this together. How to create a Lookup column in SharePoint into the contacts list, thus having all the information in one giant list. By doing this association, you will be able to bring in the Company information such as a company address, company industry, etc. What you can do is associate Contacts with Company names by creating a Lookup column from Contacts list to a Company list. One list for Client contacts with names, emails and phone numbers, and another for Client Company names with company address, company industry, etc. If I just confused you, let me give you an example. What is a Lookup columnĪ Lookup column is a column type that allows you to connect a list or a library to a column from another list or library you have on your site and also pull in other information from that other list and display it the list you are connecting from. But it can become handy in some instances, and I would like to use this opportunity to explain it to you and provide some tips on how to use it efficiently in your SharePoint environment. The reason for this is that it is a unique type of column you would only use in very rare scenarios, and it does come with limitations. Though I am a huge advocate of metadata, one column type that I have never blogged about previously is the Lookup column in SharePoint. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |