none
Sharepoint 2010 Create Lookup List RRS feed

  • Question

  • New to Sharepoint 2010, and have little to no experience with Sharepoint 2007.

    What I currently have is a page called "Customer List" that has a list of clients all entered with the wiki-type formatting. [[client name]]

    This is what I'm after: Create a Customer List in a manner that it will create a link for a Customer Page/Site that can be edited with all their pertinent information. Being able to use the Customer List as a lookup source for the Issue Tracking module we're setting up.

    Not necessarily married to using the wiki formatting. It's something that is currently in place. Ideally, we'd like to be able to go tot he Customer List, add a new entry, and it could automatically create a new Customer Profile Page based on a template we design. Then, once that customer is created, it automatically will add their name to the list that the Issue Tracking uses for the Customer lookup.

     

    Tuesday, October 19, 2010 10:14 PM

Answers

  • Google "sharepoint lookup column", and you'll find a wealth of articles describing how to do this.  A good step-by-step walkthrough (written for 2007, but still relevent for 2010) is here: http://phase2.com/blog/?p=101
    • Marked as answer by Wayne Fan Wednesday, October 27, 2010 8:29 AM
    Wednesday, October 20, 2010 2:10 PM