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SharePoint Online Custom List Drop Down Field Provides Selection of Related Group Members RRS feed

  • Question

  • I have a custom SharePoint Online List with a Location drop down site column. Also, I have another Assigned To site column person/group field. While users can easily enter auto-complete Assigned To staff members. The problem is we have staff members with similar names where the middle initial is different but the job title may be the same. We would like to avoid selecting the wrong staff members with similar names in the Assigned To field. Is there a way for me to select the Location drop down value and only present the relative staff members/groups from the Location selection value. Cascade only the members of the location selected in the Assigned To field?

    Thank You

    Monday, November 25, 2019 4:11 PM

All replies

  • Hi Maurice,

    SharePoint Online person field not provide result scope based on the different location value.

    A workaround is to do Cascading DropDown List using SPServices, but it needs to use the lookup column, lookup column not supported the choice/person field, only single line text field is available.

    Here are the steps:

    1. Create a list named "Locations", add a single line text column named "Location":

    2. Create a list named "Staff",  Assigned To - Single Line Text field instead of Person field, Location - Lookup field to the Locations list:

    3. Create a main list named "MainList" for example and create 2 lookup field:

    In the MainList classic new item form add the following code snippet:

    <script type="text/javascript" src="https://code.jquery.com/jquery-1.12.4.js"></script>
    <script src="https://cdnjs.cloudflare.com/ajax/libs/jquery.SPServices/2014.02/jquery.SPServices-2014.02.js"></script>
    
    <script type="text/javascript">
    
    	$(document).ready(function()
    	
    	{
    	
    		$().SPServices.SPCascadeDropdowns({
    		
    		relationshipList: "Staff",
    		
    		relationshipListParentColumn: "Location", // Location lookup column name from Staff list
    		
    		relationshipListChildColumn: "Assigned_x0020_To", // Assigned To Single Text column from Staff List
    		
    		parentColumn: "LocationLookup", // LocationLookup column from MainList
    		
    		childColumn: "StaffLookup",  //StaffLookup column from MainList
    		
    		debug: true
    	
    	});
    	
    	});
    
    </script>
    

    This is the data in relationship list "Staff":

    This is the result to do cascading filter in the new form of MainList:

    If still want to use Person field for selecting user, the valid solution is to enter user email address rather than display name so that it will avoild wrong select. As Person field not provide option to filter result source based on other field value.

    Thanks

    Best Regards


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    Tuesday, November 26, 2019 9:56 AM