Forum Discussion
Team Site Choice Filter
I'm new to SharePoint, am an Access user for years, and want to filter a site which has Discussions, and Documents based on a single list (such as a Choice Filter). This one list should be offered to the user on creation of a Discussion or a Document. I have asked several others, who have said to use a Category, but the entries (rows) for the Choice Filter have to be manually updated to match (exactly) the entries in the Category list.
Help! This makes no sense.
Lex
- So basically you have a list category to create. Put your categories in it.
Add a column to discussion board of lookup type and point to the category list. This will provide a drop down of categories and pull it from that list you create.
On the page, add the category list as a web part. Edit it down to be just title etc. then setup connected webparts. The UI for filtering is a little wierd this way because you have to use the icon as far as I know but it's the only way I know how to do this, outside of doing powerapps with modern UI in SharePoint online :p.
5 Replies
Hi Chris. Thanks for the response.
See attached.
One shows the team site, one shows dialog for entry of Discussions, one shows dialog for entry of Documents and the last shows the Choice Filter Web Part. I am told that I have to manage the choices (rows) in the Choice Filter Web Part SEPARATELY from the Categories, which is bad by design, doesn't offer user updating and duplicates data.
Please let me know if I should elaborate further ... and thanks again
Lex
Choice FilterDocumentDiscussionSite
- Instead of using Filter web part, use a custom list called category, then you have to create a column in your discussion board to use that column as a "lookup column" data type. Then add that category list on the page and provide the filter to the discussion board list, that should technically filter and have a single point for maintaining that list.
