How to connect 2 lists or libraries via Dynamic filtering

Published 2022-11-27
In this video, I explain a cool feature in SharePoint where you can connect 2 separate lists or document libraries via the Dynamic Filtering option. This will allow you to filter one list based on the selection in another list. For step-by-step instructions, check out this article as well: sharepointmaven.com/how-to-connect-lists-and-libra…

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All Comments (21)
  • @user-mk8vr4bj4v
    I've been struggling for a few days on how I can do something like this with several SharePoint lists I use for my Microsoft Access database. I can't tell you how many threads and videos I've seen covering different approaches, none of which worked. This solution is so simple and straightforward and is exactly what I was looking for. Thanks so much for sharing!
  • @controlsgirl
    This is the power I've been looking for!!! Thank you for showing a very very preactical use case!
  • @spalmo
    This was great. I did this in classic SharePoint via connected web parts, modern calls it dynamic filtering. Much more elegant. I would like to mention though this video should show the actual list design to show both the documents and contacts use lookup to client list not rely on the user spelling the customer name correctly because that will never happen. The lookup confirms data integrity of the list content besides the UX of the dynamic filtering process as a whole. So, please extend video to show lookup to clients from both the contacts list and contract list.
  • @cfwfirstline
    Thank you very much for your time and for sharing your knowledge, it has been of great help to me. 👍Question, how many lists can be inserted in the dynamic filter?
  • @real2late
    This helped me so much! Thank you
  • @debbie19702
    Great stuff! Thanks for sharing. Can you set this up to select multiple clients? In other words, if I wanted to see information from the various lists for 2 clients at once?
  • Hi, Thanks for your tutorial. Here we filtered using only one column can we use filter two columns at a time?
  • This was very helpful. I created a two column setup, and the only issue I am running into is it seems be aligning both columns to the left half of the page. In your demonstration, your lists seem to be centered. Is there a way I can configure this?
  • Thank you for this. Does this work with managed metadata? Also, does this work across multiple sites, or do all of the lists/libraries have to be on one site?
  • @qudsia2343
    Thank you. I thought this was going to solve my issue of not being able to pull choice columns from list-A into list-B via lookup fields. I thought I would just show list-A on same page as list-B in different webpart with navigation/command-bar disabled as a workaround, but it's not accepting the lookup ID field from List-B to show contents of list-A (the ID of which is being pulled as Lookup ID in list B) :( Very frustrating how Lookup and Choice fields are not allowed, limiting so much functionality! --- [Solution] Since this dependent filtering is available, I'll use a single list (instead of 2)... List B input fields will now be in list A. Users for their editable view will only see their fields. Another view will show them the item's fuller data for reference, but with command bar removed from webpart, they won't be able to edit those fields. Because these are internal users, will forgo more stringent permissions measures as primary need is for one user not to accidentally overwrite someone's else's input.
  • @henriklarsen8078
    Hi Greg, If I use gallery view in the "sorting" list, is it possible to disable the hyperlink feature. I suspect the users will often click on the item and is send i a new tab to the item and not the radio button 😟
  • @nunguyen9048
    Let's say I want to filter Client on load of the page to return only one record. Is there a way to make the dynamic filter for your other 2 web parts work without first clicking on that one Client record? I don't want my users to see records that aren't related to them.
  • @connersh77
    I have a product list and a document library. When I click on a product, it will only filter what is in a current folder. In other words I want to click a product and have it show anything in the entire library that has the tag, regardless of the folder in the library it is located. Is this possible?
  • @mikaeltoivonen7903
    Have you found any tricks where the child lists would display nothing until a parent row is chosen? I'm in too deep already, trying embedded modern script components to run javascript on the page that would target the id of the list component and perform a fake "click" on the first item....
  • @philpeko1796
    👋Hi Greg, very 🤩👍good video indeed, right😎 to the point, well 🤓prepared, it shows, congrats and 🤗thank you. (I wonder if you finally upgraded your microphon, I feel sorry that your voice still seems to be recorded with a quality that does not match your content quality overall - but may be that's just me, I might be a bit 😉deaf, I have to check!!!)
  • @SobeR999
    Hello. Are "Company name" and "Customer" lookup fields ?
  • @asgerhj754
    Greg, thanks for all your great content! Is it possible to pull the names for Customer/Company Name/Client name from one central place or to somehow sync them, in order to eliminate differences in the names and to allow for a simple way to change the name of a client company?
  • @x_game_x
    Hi , Is there any way to hide the selection checkbox without losing the functionality.