Forum Discussion
Lookup help
Hi, Does anyone have any guidance on how to best use the lokoup field type... Basicaly, I have a form and I want to add the client company details and the client contact details. I have a li...
Hello, I've worked on Lookup alot, but I failed to clrearly understand your question. If you can expain or rephrase, it would be better.
Hi there,
Sure, no problem...
In the example screen shot below, there are two lookup fields, the first is acalled 'Account' and it finds details of client companies.... ie the company might be, say, Microsoft.
Then, having selected 'Microsoft' I go to the next lookup field and th eonly contacts it finds are those contacts that are connected to the 'Microsoft' account.
The functionality in this example is in Salesforce, our current CRM. It uses a table for Clients, a table for contacts and these two have a relationship between them...
Is something similar possible in Sharepoint? I have set up a list for 'Clients' and a list for 'Contacts' and I can use them as simple lookups but it's not really ideal...
Thanks!
Andrew
- If you are looking for cascade functionality with Lookup fields, this is something not supported Today. You might need to take a look at customizing your list / document libraries forms with PowerApps
