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Related Items

Posted: 24 Feb 2017
by gaj
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.

Re: Related Items

Posted: 27 Feb 2017
by Dmitry Kozlov
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.

Re: Related Items

Posted: 27 Feb 2017
by gaj
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"

Re: Related Items

Posted: 27 Feb 2017
by Dmitry Kozlov
Go to the list settings -> content types, pick a content type you're desiging a form for, and add the extra columns to it.

Re: Related Items

Posted: 27 Feb 2017
by gaj
You meen I have to add all parent-columns, i want to display on the childfrom,incl. the lookup-column to the master-contenttype?

Re: Related Items

Posted: 27 Feb 2017
by Dmitry Kozlov
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.

Re: Related Items

Posted: 27 Feb 2017
by gaj
But then I have redundant information in the contenttype! Why it´s not possible to reference these Fileds via "Related Items" ?

Re: Related Items

Posted: 27 Feb 2017
by Dmitry Kozlov
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.

Re: Related Items

Posted: 27 Feb 2017
by gaj
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.

Re: Related Items

Posted: 28 Feb 2017
by Dmitry Kozlov
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.