Hello All,
I have been away from SharePoint for a few years and I was never an expert at it, I always just manage my teams sites and build pages and sites or team and reports for my manager.
Well, I’m doing that again in this new position and need your help. Here’s what I’m looking to try and do. This is basicly a weekly status page that was created by my boss and is just lists with default views.
I have the following lists;
- Weekly Status
- Engagement
- Customer
- (Others)
The customer (3) list just has the customer name and the entries are set to be unique.
The engagement (2) list has a lookup of customer (3) list and a ‘Engagement Title’ column that I want to be paired.
Now you add an item and select the customer from the drop-down and then enter a title for the engagement and then the rest of the columns.
So in Weekly Status (1) I want to enter a new item and be able to lookup the ‘Engagement Title’ in list (2), the customer field auto populates from list (2) customer value.
Can it be done this way or is there a best practice and/or solution to accomplish this?
So no one can help me with this issue or tell me if it can even be done?
