Forum Discussion
EmmaVR
Oct 24, 2023Copper Contributor
Best way to record multiple client details for one record in SharePoint list
Hi All I developed a list for a customer to track their logistics projects. I have 4 separate Single Text columns for them to record their client contact details, 1. Contacts Name, 2. Contacts...
LeonPavesic
Oct 24, 2023Silver Contributor
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)
EmmaVR
Oct 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?: