Forum Discussion

NelVon's avatar
NelVon
Copper Contributor
Mar 10, 2023

Filtering choices in the SharePoint Document Details Pane

Opening the [Details Pane] of a document saved in a List or Document library in SharePoint 365, to tag the meta data about the file.

Is there a way of filtering the choices of (in this case Reference 1) the list based on the choice (in this case Item Type)

i.e.

When a user chooses [Cost] as an [Item Type], [Reference1] will only show meta data list items associated with [Cost]

       e.g Timesheet, Sales, Purchase Order

If the [Item Type] was [Health & Safety] then the [Reference 1] meta data list would only show

        Inductions, Qualifications, Accidents, Near Miss

 

Thanks for your time

Neil

  • NelVon Unfortunately, this is not possible in SharePoint as you cannot customize the Details Pane using SPFx or Power Apps.

     

    You can only customize main lists forms or library properties forms.


    Please click Mark as Best Response & Like if my post helped you to solve your issue. This will help others to find the correct solution easily. It also closes the item. If the post was useful in other ways, please consider giving it Like.

    For SharePoint/Power Platform blogs, visit: Ganesh Sanap Blogs

    • NelVon's avatar
      NelVon
      Copper Contributor
      Thanks Ganesh
      Disappointing. For how we use SharePoint it would really speed up the tagging of documents.

Resources