Forum Discussion
Is it possible to filter a lookup column using a specific criteria?
- Sep 07, 2017
Not a fix for the 5000 items issue, but an alternative to your current solution.
Can I assume that Purchase Orders and Invoices are not being changed ever, when the Purchase Order has status Closed? (I assume that)!
Move all Purchase Orders and Invoices into archive lists - Purchase Order Archive and Invoice Archive - thus keeping your active lists item count lower, hopefully below the limit.
Kind regards
John
You can call it a trick or a hack, but what I have done for filtered lookups is using calculated columns to display what I want in that column.
Say you have a Project list with a Status column and a Title column. The Title column is what you want to filter based on Status. Create a Calculated Title column called Active Projects with a calculation of =IF(Status="Active",[Title],""). This will create blank entries for items that do not have Status=Active.
Then go into your lookup column and point it to "Active Project" and it will not display anything that is blank.
Below is an example I used for displaying only Active Students, same would be for Active Projects or POs or whatever. I use this process that has a source list of 8000+ students with varying degree programs. I create calculated columns to only show students in lookup columns that match the degree criteria for that lookup.