How Can I Link a Document in a Library to a Specific List Item
I am new to SharePoint workflows and have started learning how they work. My first project is when a document is uploaded to a document library, a list item is created. When the list item is created, an approval process starts. The approval piece is working, but now I'm tweaking the information that is stored and shared.
Document Library = Purchase-Requests
List = Purchase-Approvals
In the list, Purchase-Approvals, I have created a custom lookup column where the user should be able to select the document from Purchase-Requests that is related to the list entry.
Here is how I set up the custom field in the list:
This shows that there is a document uploaded to this library.
This is the list item where the user should be able to select the document to link to this request.
How can I either get the documents list to show up in the dropdown on the list or is there another way to link a document to a specific list item?
Document Library = Purchase-Requests
List = Purchase-Approvals
In the list, Purchase-Approvals, I have created a custom lookup column where the user should be able to select the document from Purchase-Requests that is related to the list entry.
Here is how I set up the custom field in the list:
This shows that there is a document uploaded to this library.
This is the list item where the user should be able to select the document to link to this request.
How can I either get the documents list to show up in the dropdown on the list or is there another way to link a document to a specific list item?
you're using the Title column as the lookup value. The field you should be using is Name - unless you know that for each document, the title filed will be filled in. It frequently is not on documents.
and basically, you'r library is also a list, why create a second one?
change the content type and add the columns you need. the advantage is you can/could use them in your document either as properties or as fields in the text...
change the content type and add the columns you need. the advantage is you can/could use them in your document either as properties or as fields in the text...
ASKER
Keyboard Cowboy - the Title field is filled in on this one (there is only one entry while I'm building the application).
Koen - The library is storage for documents, it's not just a list. They are currently excel documents.
Koen - The library is storage for documents, it's not just a list. They are currently excel documents.
Carla,
I know, but it still remains a list...where you can add columns, run workflows, etc...
I know, but it still remains a list...where you can add columns, run workflows, etc...
ASKER
Okay, in my research yesterday on how to do this, I saw many sites recommending to NOT attach items to a list. However, that may be the smartest way to handle these because they (as a general rule) will not ever be edited and we don't need versioning for them. They are just documentation of a purchase request form actually being filled out. What are your thoughts on attaching items to a list item?
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
ASKER
Okay I'll try just using attachments to list items and press on! Thanks for the input.
Please endorse best and assisted solutions and close the question - thanks (we all live for points on this game!).
ASKER
Thanks for the help!
The biggest downside of attachments to list items is that they don't show up in search. If you don't need that the your fine.
ASKER
Thanks, Koen!