How to connect 2 lists or libraries via Dynamic filtering

💻 STILL NEED HELP?

[mkvrbjv]

I've been struggling for a few days on how I can do something like this with several SharePoint lists I use for my Microsoft Access database. I can't tell you how many threads and videos I've seen covering different approaches, none of which worked. This solution is so simple and straightforward and is exactly what I was looking for. Thanks so much for sharing!

[controlsgirl]

This is the power I've been looking for!!! Thank you for showing a very very preactical use case!

[marinacicchi]

Hi, this is a great solution. Been trying to apply it, but for some reason, it won't let me use it, it keeps asking me to refresh or exit the page.
Do you know of any current bugs that will be causing this problem?

Thank you

[cfwfirstline]

Thank you very much for your time and for sharing your knowledge, it has been of great help to me. 👍Question, how many lists can be inserted in the dynamic filter?

[spalmo]

This was great. I did this in classic SharePoint via connected web parts, modern calls it dynamic filtering. Much more elegant. I would like to mention though this video should show the actual list design to show both the documents and contacts use lookup to client list not rely on the user spelling the customer name correctly because that will never happen. The lookup confirms data integrity of the list content besides the UX of the dynamic filtering process as a whole. So, please extend video to show lookup to clients from both the contacts list and contract list.

[debbie]

Great stuff! Thanks for sharing. Can you set this up to select multiple clients? In other words, if I wanted to see information from the various lists for 2 clients at once?

[asgerhj]

Greg, thanks for all your great content!
Is it possible to pull the names for Customer/Company Name/Client name from one central place or to somehow sync them, in order to eliminate differences in the names and to allow for a simple way to change the name of a client company?

[senthanmadduluri]

Hi,
Thanks for your tutorial. Here we filtered using only one column can we use filter two columns at a time?

[dillonblevins]

This was very helpful. I created a two column setup, and the only issue I am running into is it seems be aligning both columns to the left half of the page. In your demonstration, your lists seem to be centered. Is there a way I can configure this?

[sarahendriksen]

Thank you for this. Does this work with managed metadata? Also, does this work across multiple sites, or do all of the lists/libraries have to be on one site?

[philpeko]

👋Hi Greg, very 🤩👍good video indeed, right😎 to the point, well 🤓prepared, it shows, congrats and 🤗thank you. (I wonder if you finally upgraded your microphon, I feel sorry that your voice still seems to be recorded with a quality that does not match your content quality overall - but may be that's just me, I might be a bit 😉deaf, I have to check!!!)

[henriklarsen]

Hi Greg,
If I use gallery view in the "sorting" list, is it possible to disable the hyperlink feature. I suspect the users will often click on the item and is send i a new tab to the item and not the radio button 😟

[qudsia]

Thank you. I thought this was going to solve my issue of not being able to pull choice columns from list-A into list-B via lookup fields. I thought I would just show list-A on same page as list-B in different webpart with navigation/command-bar disabled as a workaround, but it's not accepting the lookup ID field from List-B to show contents of list-A (the ID of which is being pulled as Lookup ID in list B) :( Very frustrating how Lookup and Choice fields are not allowed, limiting so much functionality! --- [Solution] Since this dependent filtering is available, I'll use a single list (instead of 2)... List B input fields will now be in list A. Users for their editable view will only see their fields. Another view will show them the item's fuller data for reference, but with command bar removed from webpart, they won't be able to edit those fields. Because these are internal users, will forgo more stringent permissions measures as primary need is for one user not to accidentally overwrite someone's else's input.

[SobeR]

Hello. Are "Company name" and "Customer" lookup fields ?

[nunguyen]

Let's say I want to filter Client on load of the page to return only one record. Is there a way to make the dynamic filter for your other 2 web parts work without first clicking on that one Client record? I don't want my users to see records that aren't related to them.

[danielavasques]

Hi! I have a list named “Customers” that I’m filtering by current user and it’s working. Then I have another list called “Connections” that has a “Customer ID” lookup column for a column with the same name in the “Customers” list. I’d like to filter this “Connections” list based on the “Customer ID” that are already being filtered in the “Customers” list. Do you know how can I do that?

[issiewizzie]

Not sure if you have done any videos on cascading drop down list

[arpadprp]

Hi, thank you fro the demo. I set up such a link. Actually I used a Lookup field in the child list. Now I want to set up the child list so that when a new item is being added to it, the linked field gets filled in automatically, to match the pre-filtered value of the parent list. Like, adding a new contact for the company, in your example. So that in the child field, one does not need to type in the company name, and does not even need to search for it in a long drop-down, but it should be pre-filled as default. I wonder if you know a trick for this. I searched the net but I only found a code providing default fixed values. (note, I do not necessarily need a lookup field, a numeric field is fine). Thanks for your thoughts

[mikaeltoivonen]

Have you found any tricks where the child lists would display nothing until a parent row is chosen? I'm in too deep already, trying embedded modern script components to run javascript on the page that would target the id of the list component and perform a fake "click" on the first item....

[connersh]

I have a product list and a document library. When I click on a product, it will only filter what is in a current folder. In other words I want to click a product and have it show anything in the entire library that has the tag, regardless of the folder in the library it is located. Is this possible?