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Problems with Lookup columns in SharePoint

Posted 22Jan09 by Erwin in General

Why Lookup columns?

lensQuoted from Jason’s article How to make a SharePoint list look the way you want at Get the Point

Lookups are one of the more complicated aspects of list making, but can be really useful if you have a process which requires items of different types to be linked to each other. Let’s take this example: you have a list of employees and a list of possible interests. You want to store other information about the employees and about their interests, but you want to link them together.

  • One of the reasons we use Lookup columns in our SharePoint site is because it’s easy to give permissions to a user to update the list where a Lookup column get’s it’s data from, giving them the opportunity to add lines to the selection box.
  • Another reason is that the chosen value stays linked to the List where the Lookup column get’s it’s data from, for example, if you change the description of a certain item in the List all references to this value get changed too, this is not the case with a Choice field.

The problems I’m experiencing:

  • Let’s say you use one of your Lookup columns in a Content Type and you want the user to have the ability to select a value in a Word 2007 document linked to that Content Type. You would think that adding the Lookup column with a QuickPart to your template (linked to the Content Type) would do the trick. Well it doesn’t … it only seems to display the ID of the selected record in stead of the actual values (Title column) in the documents created from the template?
  • You can’t use a the “Contains” or “Begins with” filter on a Lookup column while creating a View. “Is equal to”, “Is not equal to”, … are working though. If you try to pick “Contains” you get a “The filter type you selected cannot be used with this type of column.” error.

Lookup Column And Filter Error

 

  1. SharePoint Best Practices Conference Notes (London 2009) – Day 1

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2 Responses

  1. Steve Cartwright

    Erwin,

    Maybe you have a solution to my challenge. We use lookup lists for forms from another list. If the record is not in the list is it possible to add it on the fly instead of having to close out, go and add the record to the lookup list and then go back to the forms list?

    Thanks,

    Steve

  2. Erwin

    Hi Steve,

    Waldek Mastykarz wrote a nice solution for the problem you wrote about, read his post: Extending Lookup Fields with “Add new item” option

    kind regards,
    Erwin

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About

My name is Erwin Bastiaensen and I am a Software Architect from Belgium, with a huge interest in technology. Lately I have been involved in some Java projects and implementing, interfacing and extending a Sharepoint portal.

You can contact me at sharepointology[@]gmail.com.

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