Document to Document Library Connection

Question

I dont understand why this seems so difficult. It really is a standard business requirement.

I want to store my quotes in SharePoint. This is fairly straight forward and I built something suitable no issue. I can store my word document I send to my clients etc. Great.

Now I want to add my cost sheet to the same line in the document library. In simple terms the line containing the quote document should hold a link or the cost sheet as a separate document on the same line so it is clearly related to the quote.

In other words any quote should contain two documents, the copy sent to client and the spreadsheet of the costing for that quote.

To date I have tried setting up a second library and linking the contents, however that doesnt seem to work. When I add the link I get no content listing displayed. I have tried adding content type but either this isnt correct or I am misunderstanding it.

This seems such a simple and hum drum thing to do, why it is being so elusive I have no idea. Any suggestions?

Answer 1

Hi @David ,

Based on your description, I think you might want two libraries, one to store quotes and one to store cost sheets. And for each quote, we have a link in the same row which will direct users to the corresponding cost spreadsheet. It is recommended that to use lookup column to achieve this. If this is not your scenario, please let me know with more information of your current situation, screenshots will be helpful.

The screenshots below shows a simple demo in my end.

There are two libraries: Documents to store quotes and Cost sheet Library to store the cost sheet.

Documents:

Cost sheet Library:

Create a new column in the Documents named “Cost sheet link”, make sure the type is “lookup” and choose your cost sheet library in the “Get information from” and choose the column you want ,like title:

And then edit your properties to choose the spreadsheet you want:

At last:

After you click the “Cost sheet 1” ,you will open the corresponding spreadsheet.

Hope my clarification is clear. Please feel free to post back if you need further assistance on this issue.

Best regards,
Yanting Lu

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Answer 2

Well thats just weird...When I do this, this way it doesnt work????????????

Is there a setting I am missing?