Forum Discussion
SharePoint List - Concatenate multiple rows
Hi bryanfrumkin47,
How are you storing the information for regions mapped to the agent?
If it's a separate list with 2 columns (agent, regions) then you can use this list to pick the agent name in the Leads list, and additionally display the regions column automatically.
Refer the below link for more details, "Adding a Lookup column to an existing list"
https://support.microsoft.com/en-us/office/create-list-relationships-by-using-lookup-columns-80a3e0a6-8016-41fb-ad09-8bf16d490632
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I am storing the region information in a single line of text column that is being uploaded from an excel spreadsheet.
Furthermore, Is my goal only possible with two lists?
Hi bryanfrumkin47,
Will it be possible for you to share the screenshots with the details about your requirements and the relevant lists?
Mask the confidential data and then upload the image.
nimesht
Within the list, it shows the lead, the agent assigned, and which region the lead is assigned to (choice column); moreover, I want to create a calculated column that will be next to the my agent assigned column that will display the name of the different region choices they are assigned to. That way if an agent is assigned to multiple, different, regions, it will display such (even if they are viewing only one of their leads).Hi bryanfrumkin47,
Thanks for sharing the PDF. This is more or less clear to me, except the below parts.
1. Agent are directly picked from the Active Directory (AAD) and not from a separate list.
Is this correct?
2. If an Agent A is assigned to Region VA and DC. Where are you storing this information?
3. This list is shared with the agents and only the rows assigned to them are visible.
Is this correct?
4. You mentioned "if an agent is assigned to multiple, different, regions, it will display such (even if they are viewing only one of their leads)".
So, if Agent A is assigned to Region VA and DC, and is accessing this list, and for Lead with Region VA the column "Agent's Assigned Regions" would display "DC"; and for Lead with Region DC the column would display "VA"
Is this what you are trying to achieve?
If what I assumed in the above point is correct, the suggestion will be as below:
Create additional list for Agents with 2 columns (Agent Name, Regions)
- Agent Name will be same as you have added in the Leads list.
- Regions can be a comma separated value (VA DC)
(If Regions are mapped in separate rows, we won't be able to concatenate multiple rows and display them together in a single cell)
In the Leads list instead of picking the Agent name from AD, pick it from the new list for Agents, and
display both the columns. Refer the link in my previous post for how to achieve this.
Then we can use a calculated column and remove the region mapped to Lead from the list of Regions mapped to Agent.
For the PDF shared, you can delete it from the post as the details are partially visible since it was not completely blacked out. You can use rectangle shape tool with fill color to mask the areas properly.
-Nimesh