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lathamc's avatar
lathamc
Copper Contributor
Jul 11, 2023

How to show list pre-filtered on a page?

I am creating a Sharepoint site where each customer has their own page (information like salespeople, managers, etc.). There will be a database of all events hosted (for all customers). One column on the list contains a lookup value that links to the customer's page (with the title page). On the customer's page, I want to display the Events list but have it pre-filtered to only show data only for that customer. I would like this to be dynamic based off of the title of the page.

 

The customer page contains the following parameter data:

  • Title (Customer Name)
  • Salesperson
  • ...

The list contains the following columns:

  • Event Name
  • Date
  • Customer Name (cross-referenced/lookup column to pages)

 

I would like to show the list entries for a customer on their page, based on the Customer Name/Title of the page. I have been using the list feature, but seems to be fairly limited. I would also like to have it so that when you click on an event/list entry, it opens up the properties (such as when using the Lists + Lists Permissions web parts).

Is this possible?

2 Replies

  • Hi,
    You are right, the kind of customization you need cannot be done with current lists and list webpart implementations. Your customization options depends on creating views and applying custmo formatting