SharePoint 2007, 2010, 2013 – Filtered Lookup Field
I’ve created a YouTube video that walks you through how to implement this Filtered Lookup functionality.
I’m going to show you a no-code, simple way to create a Filtered Lookup Column in SharePoint which will work with any version of SharePoint.
Scenario: A client comes up with the requirement to have a Lookup Column in their “Field Report” SharePoint List that points to their “Job List”. This Job List has every job they work on along with a “Job Status” column which determines if the job is Active, Completed, Etc. Creating a Lookup Column is no problem, but they wanted to take it a step further and only show items from the Job List which were an Active Status in the Lookup Column of the “Field Report” List.
- Create a new Calculated Column in your source list (Job List) that your Lookup Column will be reading from.
- Give the column whatever name you’d like, I’ll call mine “ActiveTitle”
- Insert your condition into the condition box. In my case I will be using an “If” condition to check the Job Status. If it’s Active I want to display the Title of the item and if it’s anything else, make it blank (see screen shot below).
- Here is a good resource for examples on different conditions for calculated columns in SharePoint: http://msdn.microsoft.com/en-us/library/bb862071(v=office.14).aspx)