Answered

Populate One Sharepoint List dropdown from selection in another List

Like (0) Share

Report

Posted on 30 Mar 2023 14:26:02 by DaddyCoolhwip

Hi
Be grateful for any help.
I have 2 lists:
1. PMO Master, with 100 odd columns, including 'Title' and 'Status' (choice column)

2. PMO Docs, with 50 odd columns, including 'Project Title' (lookup column from PMO Master Title) and 'Document Status' (choice column, same choices as PMO Master Status)

Not every record of the PMO Master will have associated docs. Both Title and Project Title are set to force unique values only - so each PMO Master will only ever have maximum of one associated PMO Docs record.

My goal is as follows:
When creating new (or updating existing) PMO Docs record, for 'Document Status' to default/ autopopulate to the same as the PMO Master 'Status' column in the linked PMO Master record.
It doesn't feel like it should be that hard, but I've been at this for 2 days now, going round and round the internet - so any guidance would be really appreciated.
(as an aside, I'm not hellbent on the 'Document Status' being a choices field. It can be just a text box if needed. It won't be overwritten - should always be the same as the 'Status' column.

All responses (4)

Answers (1)

dougm-nist 2 on 07 Aug 2023 at 16:34:31

Like (0)

Report

Re: Populate One Sharepoint List dropdown from selection in another List

Can you explain the significance of: "DataCardValue17"?

dougm
DaddyCoolhwip 27 on 02 Apr 2023 at 09:35:12

Like (0)

Report

Re: Populate One Sharepoint List dropdown from selection in another List

It works and I am disproportionately happy!
Thanks so much Bof. You are a god/dess amongst wo/men (delete according to personal pronoun and self-identification preference.)
Cannot thank you enough.
DaddyCoolhwip 27 on 31 Mar 2023 at 15:38:07

Like (0)

Report

Re: Populate One Sharepoint List dropdown from selection in another List

Hi Bof
Thanks so much for responding and the detailed steps.
I'll try and tackle this tonight/ over the weekend based on your help.
Will mark as solution if it all goes to plan!
Thanks again
Verified answer

v-bofeng-msft on 31 Mar 2023 at 07:18:23

Like (0)

Report

Re: Populate One Sharepoint List dropdown from selection in another List

Hi @DaddyCoolhwip ,

I created two same SP list and the ‘Title’ column of the PMO_Master list is text column. Please refer to below edit/new form (datasource is PMO_Docs):

Both the Project_Title and Document Status column is with combo box control and this is why I used first function to get the only one record selected in the Project_Title lookup column.

The formula with blue circle returns the value of “Status” column inside the PMO_Master list, which belongs to “Master_June” record.

LookUp(PMO_Master,First(DataCardValue17.SelectedItems).Value = Title).Status.Value

We need this value to set the “DefaultSelectedItems” of the “Document Status” column in this form:

Formula:

Filter( Choices([@PMO_Docs].DocumentStatus), Value = LookUp(PMO_Master,First(DataCardValue17.SelectedItems).Value = Title).Status.Value )

You can find the “Choices([@PMO_Docs].DocumentStatus)” part from the “Items” property of the “Document status” combo box control. As to the condition part, it’s using the same formula mentioned above, you can just copy and update it according to your own datacard name.

After these steps, the Documents Status value will change itself according to the “Project_Title” user chooses when creating or editing the record.

The last step, please set the Visible property of “Document Status” control to “false” value, so that no one will be able to see or edit this column manually, because it shouldn’t be updated again by any user. Remember to select the whole DataCard control.

Best Regards,

Bof