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Posted on by 15

I have an application for asset calibration , based in SharePoint and I am using a view form to display the record data.  Different assets require calibrations from different calibration facilities.  The main record maintains a column to identify the calibration facility for that particular asset.  I have several hundred assets and less than 10 calibration facilities to keep track of.  For ease of maintenance I chose to place the calibration facility address, phone and contact data in a separate SharePoint list.

 

A search is initiated for a particular asset and the items are loaded into a gallery from which the asset of interest is selected.  This then loads a form with the asset record that contains only the calibration vendor name.  I have provided a checkbox, that when checked, will allow a popup window to appear that contains a form for displaying the complete facility data set for the listed facility.  However, even though the popup functions as expected I am not able to load data from the calibration facility list using this method.

 

My data is being loaded into collections correctly so I know I am able to access the data.  I can create a text box containing the name outside of the DataCardValue for facility name in the main form.  However I am not able to use a search or lookup to locate the data in the vendor list and populate the popup form.  I thought I read somewhere that this particular feature is not available directly but cannot seem to locate any referenced work around that will make this concept work for me.  I am trying to avoid creating galleries that will end up hidden in order to make this work if there are other ways.

 

Has anyone else encountered this approach and could perhaps suggest a viable workaround?  My thanks in advance.

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  • poweractivate Profile Picture
    11,078 Most Valuable Professional on at

    @Kratchet 

    Can you check if your issue is similar to one of these issues?

    Combo Box Selected Items - Lookup Field Issues 

    DefaultSelectedItems not setting value 

    Even if you are not using a Combo Box, see if the issue may be similar anyway somehow.

     

     

  • Verified answer
    Kratchet Profile Picture
    15 on at

    SOLVED!!!  Important lesson learned.  When working with two separate SharePoint lists, it is very important to insure that relational data between the 2 lists is identical.  I used a drop down to select the vendor data populated into the asset record but failed to insure the vendor list used identically crafted data for the same field.  Once this was discovered and corrected, everything worked as it should.  Better to learn this now rather than try and figure it out in complex relationships in Dataverse!

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