Filter choices in a Sharepoint 2013 Lisgt

Audena Walker 1 Reputation point
2022-06-17T13:44:44.427+00:00

I have a Sharepoint list that I created a calculated column “Combined” to show Columns “Step #”, “Payments Flow” and “Task” as a line item if the Status is not equal to “Not Needed” or “Completed.” The formula works great for only showing the active items in the list. However, It is used to create a Look up for “Dependencies.” What I want to happen is when a person creates a new “Payments Flow” I only want the items to appear in the Look Up “Dependency” Column based on the Payments Flow selected.

=IF(Status<>”[Not Needed]”,IF(Status<>”[Complete]”, ([Step #]& [Payments Flow]&_”Task)))

SharePoint Workflow
SharePoint Workflow
SharePoint: A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.Workflow: An orchestrated and repeatable pattern of business activity, enabling data transformation, service provision, and information retrieval.
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  1. Yi Lu_MSFT 17,606 Reputation points
    2022-06-20T08:33:02.083+00:00

    Hi @Audena Walker
    I noticed that you said "The formula works great for only showing the active items in the list", so the problem is only "the items to appear in the Look Up “Dependency” Column based on the Payments Flow selected" right?

    If so, you could add a column to show each of these additional fields using Combined column:

    212886-image.png

    As a result, when you select Payments Flow in "Dependency", the column "Combined" will also be added:

    212760-image.png


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  2. Audena Walker 1 Reputation point
    2022-06-21T16:55:21.43+00:00

    Thank you for your response.

    The issue is when we create a new Item , The first field we select is ‘Payments Flow” which is a choice of about 10 flows. I only want the items to show in the dependency lookup of open items that are in the list that has the same flow I am selecting.

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  3. Yi Lu_MSFT 17,606 Reputation points
    2022-06-24T09:08:39.13+00:00

    Hi @Audena Walker
    Currently your there is no ootb method to meet your requirement. Look up column could only look up a whole column in a list, it is hard to filter choice as your need.

    As you could see, there is no filter function in look up column:
    214716-image.png

    As a workaround, you could only split the list to 10 lists based on the Payments Flow, then you could look up for the items which has the same flow.

    Or, as you could see in my screenshot, you could select the "Flow" according to the column ID, if I select the first one, the additional field "Dependency:combine" will be "12Flow1", if I select the second, it will be "66Flow21", if I select the third "Flow", it will be "232Flow33", and so on...

    214665-image.png


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