Related Items

Discussions about Forms Designer for SharePoint 2013 / 2016 and Office 365.
Locked
gaj
Posts: 40
Joined: Wed Feb 01, 2017

24 Feb 2017

Hi,

We have a simple Master-Detail situation. On the detail-edit-from I want to display fields from related Item (Master in this case 1:1) which are filtered via calc. Lookupcolumn. I do not want to show the related item grid on the form. How to do this?

thx for helping me.

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

27 Feb 2017

Hi,

A lookup column allows you to add additional fields from a parent record to a child one: list settings -> columns -> lookup column. Then just put them onto a child form with Forms Designer.

gaj
Posts: 40
Joined: Wed Feb 01, 2017

27 Feb 2017

Sorry that is not possible. All extra columns for display who are activated for the lookupcolumn are not shown in formsdesigner!!! The lookupcolumn is a "Plumsail Lookup"

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

27 Feb 2017

Go to the list settings -> content types, pick a content type you're desiging a form for, and add the extra columns to it.

gaj
Posts: 40
Joined: Wed Feb 01, 2017

27 Feb 2017

You meen I have to add all parent-columns, i want to display on the childfrom,incl. the lookup-column to the master-contenttype?

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

27 Feb 2017

Yes, you should include all additional field to the content type for which you design a form. Then the columns will appear in Forms Designer.

gaj
Posts: 40
Joined: Wed Feb 01, 2017

27 Feb 2017

But then I have redundant information in the contenttype! Why it´s not possible to reference these Fileds via "Related Items" ?

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

27 Feb 2017

Not sure that I got your point. You want to display additional columns from the parent record in a child form, correct? If not, please, provide the detailed description with screenshots.

gaj
Posts: 40
Joined: Wed Feb 01, 2017

27 Feb 2017

I have defined eg. 2 site content types(SCT): A and B with the following site colums:
SCT-A:
- A_Number
- A_Name

SCT-B:
- B_Number
- B_Name

then I create 2 custom lists with the 2 SCT´s associated.

now I want to define 1:n Rel. (one SCT-A can have more SCT-B and one SCT-B only can have one SCT-A)
so i create a plumsail-lookup-column in SCT-B (B_A_Name) -> this is not part of the SCT-B! I also can´t set the required property to true!!

Now I create eg. an Edit-View for SCT-B with forms designer.

On this form Í will provide:

- B_Number
- B_Name
- B_A_Name for choosing SCT-A

and I want to show also A_Name on the form.-->this is my problem how to do.

- I can´t add B_A_Name (lookup-col) to SCT-B because for that I need a concret List baseed on STC-B

- I don´t want to add eg. a col.: B_A_Number, B_A_.... to STC-B tahts redundant!!!

I hope now you understand what i want to do.
thx again for helping me.

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

28 Feb 2017

Hi,

I see here two options: you either add the columns from the parent list (SCT-A) as additional columns of the lookup column (B_A_Name) and add them to the child content type (SCT-B) to display in a form or retrieve the fields with JavaScript when a user picks a value in the B_A_Name. We can assist you with the script, it will take 200 support minutes.

Locked
  • Information
  • Who is online

    Users browsing this forum: No registered users and 22 guests