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I have a sharepoint site which houses a central list with all accounts and their information, there are also other lists for specific purposes related to these accounts such as payment issues, related accounts, communication history, etc.
I want to build an App which lets the user browse the accounts on the Central list, and creates a new list item in the payment issues list, auto populates the common fields and then allows the user to build on this information with payment issue info.
I tried to build a Lookup column in the other list, which allowed me to link to some fields of the Central list (but not all). When I tried to create the App from this list, browse screen only shows items on the Payment Info list, but not from the Central list.
Thanks
hi @Yousra please have a look at the following:
A central List containing Name, Surname, and ID
ClearCollect(_CentralList,{Name:"Jack",Surname:"What",ID:1},{Name:"Paul",Surname:"Who",ID:2},{Name:"Lisa",Surname:"Why",ID:3},{Name:"Sue",Surname:"When",ID:4},{Name:"Thandi",Surname:"Where",ID:5});
Another List with some operational data (user add items like payment accounts etc), this list has a personID key to lookup the Accountant details in central list.
ClearCollect(_OtherList,{Account:"Company A",Payment:10400,PersonID:1},{Account:"Company B",Payment:21520,PersonID:2},{Account:"Company C",Payment:45152,PersonID:3},{Account:"Company D",Payment:12541,PersonID:4},{Account:"Company E",Payment:56214,PersonID:5},{Account:"Company E",Payment:11111,PersonID:1})
A Mered/Join list (joined on the PersonID and ID) on the transaction list adding Name and Surname of the accountant from the central list - (remember to addcolumns to the OtherList and not the Central List)
ClearCollect(_JoinedList,AddColumns(_OtherList,"Name",LookUp(_CentralList,ID=PersonID).Name,"Surname",LookUp(_CentralList,ID=PersonID).Surname))
This is the output of that:
Hope this helps