Forum Discussion
Best way to record multiple client details for one record in SharePoint list
Hi EmmaVR,
To record multiple client details in a single SharePoint list entry, you can use a Multi-Line Text field. This approach offers a structured way to enter and store client data within a single list item.
Steps:
- Create a new Multi-Line Text field in your SharePoint list and name it "Client Details."
- In the field description, provide clear instructions on how to enter client details in a structured format. For example, suggest that users enter each client's information in rows with columns for name, position, phone number, and email.
- To display the data in a more readable format, you can use JSON formatting. To do this, follow these steps:
- Navigate to the List tab and click Settings.
- Under Columns, click the name of the Multi-Line Text field.
- In the Column formatting section, select JSON.
- In the JSON formatting dialog box, enter the following JSON code:
{
"$schema": "https://developer.microsoft.com/json-schemas/sp/v1/column-formatting.schema.json",
"elmType": "table",
"headers": [
{ "title": "Name" },
{ "title": "Position" },
{ "title": "Phone Number" },
{ "title": "Email Address" }
]
}
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Kindest regards,
Leon Pavesic
(LinkedIn)
- EmmaVROct 25, 2023Copper Contributor
Hi LeonPavesic
Thank you for your response, much appreciated!
I'm wondering, do you have an image of what this would look like?
I have followed your steps and captured some example data but nothing is showing in the list in that column.
Do I need to change the type of text as per below?:
- EmmaVROct 27, 2023Copper Contributor
Hi LeonPavesic
I see when I open the column to format it, I get this message below:
I assume this is the reason my column is not displaying the data when I view the list correct?
- Rob_ElliottOct 27, 2023Bronze Contributor
EmmaVR table is not a valid elmType in SharePoint column formatting. https://learn.microsoft.com/en-us/sharepoint/dev/declarative-customization/formatting-syntax-reference#elmtype
Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP UK (and classic 1967 Morris Traveller driver)- EmmaVROct 27, 2023Copper ContributorThanks Rob
Within the valid elmTypes, are there any that would allow me to achieve my goal?