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  • Question

  • Ok, so with full disclosure, I have read through countless posts, tutorials and even a couple of books.  Frankly I am confused and frustrated.  I have better than average excel skills, including VBA experience.  I had built a process in excel for what I am now trying to transfer to my company's sharepoint site.  Unfortunately, I am leading the charge, but need help with step 1, or best practice.

    My question I hope is simple. I basically have two lists, a client list, which details companies and basic information such as address, client manager, etc.  I have a second list, named deals, which starts with the name of a client from the client list (lookup field).  When a deal is created that is linked (not technical use of word) to a client, I would like for various fields to be populated, such as the state of the client, the client manager, etc.

    1. Should the Deal list be set up to use a lookup field to the client name?

    2. Should I set up a join of the two lists?

    3. Should I use jquery to lookup the other fields?

    4. Should I not bother with auto populating fields, and simply create a separate view combining the fields?

    I know these questions might be simple, but I have yet to find a clear answer and am simply hoping for some guidance.  Thank you in advance.

    Saturday, September 8, 2012 1:40 AM

All replies

  • Hi Bstock,

    Welcome to the forums.  Hopefully we can get some useful guidance to you.  Firstly, which version of SharePoint are you using?


    Steven Andrews | SharePoint Professional | http://www.twitter.com/backpackerd00d | https://baron72.wordpress.com/

    Monday, September 10, 2012 11:22 AM
    Answerer