Linked list in SharePoint

Overview. SharePoint provides two types of lookup column: Lookup: links to another list: for example an Orders list may have a lookup column that links to customers in a Customer list; Choice: clicking or tapping the column displays a small menu of items that you choose from.

How do I link a list from one SharePoint site to another?

SharePoint lists – How to move them from one site to another

1. Go to the SharePoint list, click List> List Settings.
2. Click Save list as a template under Permissions and Management.
3. Enter a File name and Template name.
4. Click the list template gallery link to go to the List Template Gallery page.

What are SharePoint lists good for?

SharePoint lists

• Pin documents, links, and filters to the top to highlight them.
• Easily add, reorder, resize, sort, filter, and group columns and create custom views.
• Improve the display of lists with column formatting and list view formatting.

How do I merge lists in SharePoint?

here are steps you can perform to combine data of 3 list.

1. Declare an Array Variable.
2. Use Get Items action of SharePoint to retrieve your first list.
3. User “Append to array variable” action and select Value [List of Items] from Dynamic Content.
4. Use Get Items action of SharePoint to retrieve your second list.

How do I create a linked list in SharePoint?

How to create Link Lists in SharePoint?

1. Open the Site Content page by clicking on the “Settings” icon and then clicking “Site Contents”.
2. This will open the “Site Contents” page.
3. Search for the link into the search box and then click on the “Links” icon link.
4. Enter the name of the link list and click on “Create”.

What is a SharePoint list view?

What is a List View in SharePoint? SharePoint uses views to show list or library data. Whenever a list or library is created by default at least one view got created. For a list, the default view comes as All Items and for a document library, the default view comes as All Documents.

How do I link two SharePoint lists?

Steps to Follow for SharePoint Linked Lists

1. SharePoint 2 list has same columns as SharePoint 1 List:
2. Open the SharePoint Designer 2013 and Open the site where you have created the lists, to join the two lists in SharePoint consulting services.
3. Click on “Data Sources” in left and then click on “Linked Data Source”

How do I copy a SharePoint list to another list?

Option 1: Copy a SharePoint list the Microsoft way

1. Open the list you want to copy.
2. In the Permissions and Management column, click on Save list as template.
3. Enter a file name in the File name text field and enter a title for the template in the Template name field.

Is a SharePoint list better than Excel?

The combination of permissions, forms, targeting, and data validation which can be applied to different parts of a SharePoint list, along with the ability to collate one source of truth, means that, overall, you can manage data integrity better via a SharePoint list than an Excel spreadsheet.

Which is better Excel or SharePoint list?

In terms of supporting simultaneous users and larger data sets, SharePoint is more robust than Excel. In answer to your question, yes – SharePoint lists are similar to database tables in that you can define columns and also define the data types of the columns in your list.

SharePoint Lists are great for tracking activities. There are many scenarios where you may want to store a collection of documents for each List item. In this blog I explain how to use Column formatting to create the link to the documents related to a List item.

In this example, we have a List that will track enquires and a Library with a folder per enquiry. Each enquiry will have a unique number and the library will contain a folder with the same number. to keep it simple, I will use the Lists ‘Title’ field, but you could use a different value by adding a number generator or entering a unique value in the List form.

Steps

Create a List with the various fields you want e.g. details of the enquiry, type of enquiry, dates etc.

Create a PowerAutomate Workflow that creates a folder in the Document Library when a new item is added to the List. In this example, when an Item is created in “MyList”, the second step creates a folder in the “Clients” Library using the List items Title as the Folder name.

To create a hyperlink from a SharePoint List to the corresponding folder in a Document Library, follow these steps:

• Add the following JSON column formatting to the column, replacing URL in the “href” line with your URL [Library URL]

Done! Now every time a new List item is created, Power Automate will create a folder using the List items Title as the folder name. The calculated column will contain a hyperlink, that takes you to the corresponding folder where you will see existing documents and can drag and drop other correspondence.

Creating an item in the SharePoint List for Joe Bloggs, creates a Hyperlink

Clicking the Link takes me to the Clients document library with a list of documents for the client.

I use this technique for various scenarios including, customer enquires, client folders, incident management and certification tracking.

I hope you find this helpful.