How to connect 2 lists or libraries via Dynamic filtering 

My pleasure! Really happy to hear this, and I appreciate the kind comment. 🙏🙏

My pleasure!

Thanks Steve. Yes, agree modern experience is pretty elegant. I do provide lookup instructions on my blog: sharepointmaven.com/2-ways-to-connect-lists-and-libraries-in-sharepoint-online/

Happy to hear, thank you!

No, this is not possible - just 1 at a time.

Thanks. No, not aware of any bugs. This usually always worked fine.

My pleasure, Christian. I am not aware of any limits as to how many lists/libraries can be embedded on the page and connected to the source list via dynamic filters.

No, not possible with this config

Thanks, there is no way to center lists, perhaps this has to do with size of screen/display.

I never tried this with managed metadata. Should work. This does not work with lists/libraries on different sites. They have to be on the same site and page!

You are welcome!

I doubt it - not aware of this.

You can disable the default hyperlink using JSON formatting.

You are welcome. Not aware of a way tod o this out of the box. Perhaps with some automation.

Three ways: 1. create a Site column (a choice column) in which you maintain the customer name. Add that column to each list/library. 2. used a managed meta data column. Essentially this is a variation of 1. 3. create a separate list in which you maintain a list of customers. Use this as a lookup column in your other lists.

They can be, but they don't need to be. Can be just a choice column too

You might need to do this via row-level security: sharepointmaven.com/hide-rows-sharepoint-list/

@@SharePointMavenThanks for the quick reply but that won't work for my situation. I have list1 which only contains the user's Office Code (one record) filtered by [Me]. Then list2 has a lot of Office Codes and records are constantly being added. list1 sends over the office code to list2 but only when you click on list1 first. I would like the page to automatically filter for list1's office code so that people don't come in and see other people's office code. I was able to do this previously in 2016 with an InfoPath form that preloaded the user's office code and shot over the filter to the list web part on the same page. This would work on load of the SP page without anyone having to click on anything.

Thanks

I am not aware of this

Not possible OOTB

That's a perfect example of where using meta data would have been better than folders. If you replace your folders with meta tags then you'd be able to do what you're trying to achieve.

Thanks, Phil. I do have a decent, and it might not sound pro, but I think it still sounds OK for users to understand me. Never heard anyone else voice concern over it.

Phil is right, your voice is by far not the quality of your content. Consider it by comparing to others. Try it on different computer, tablet, phone without headset of course

@@francoiseraud7624 OK thanks will take a look

@@SharePointMaven Greg, if you need a baseline, here are some examples of good sound quality. I hope you will see the difference. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-5nrxp7lc0so.html ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-jLHqGRpGOPk.html ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hOmTyaMB2sY.html

@@philpeko1796 Thank you! Sometime I will get there :)

No, not possible

@@SharePointMaven thank you for the quick reply

@@x_game_x You are welcome!

Yes you can hide the selection checkbox using JSON formatting. However, you will still need *something* for the user to click in order to select the record which then triggers the dynamic filter(s).

No, I did not. This is not possible in SharePoint OOTB

@@SharePointMaven yea - my options are the old infopath /share[oiint designer or new and futuristic power apps 😀

I do not have an answer for this

@SharePointMaven - first, great video and spot on for what I am trying to do at the moment 👏 This might be the same question as above, but I'll give it a go: You showed how to use one list to filter several lists/libraries. Is it possible to use several lists to filter one library? I have a document library with several columns of relevant data, and would like the user to decide what filters to use without showing the whole library (hence, a list for each column to filter) :)

@@dagrunesvendsen3200 Thanks for the compliment. Yeah, I doubt this is possible. Never tried it to be honest.

Yes, they do need to be on the same site. You will need Power Apps to connect lists from other sites

@@SharePointMaven thanks. that's why I was asking. Just cheecking I'm not missing something! 😊

I am not aware of any tricks for this using out of the box features. Perhaps you need to use Power Automate.

@@SharePointMaven Thanks a lot for the answer. It came very fast. Sadly, special tools like PA are not available. Workflow is, but again, no proper features there. Thanks!

Don't know what you mean

I have a file repository with multiple columns (Department, Segment, Topic, and Metadata). In the Metadata column, I've written a small script using JSON. The script can be opened directly in the column, and when selected, it opens a form created in PowerApps (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-9_haLJRr4YQ.html). For the Department column, for example, I have four values as options (Department 1, Department 2, ...). The same goes for Segment and Topic. This helps with filtering documents. To make it easier to enter metadata for new documents, I want to cascade the form. For this purpose, I've created two lists (ListSegment and ListTopic). ListSegment has Segment1 ... Segment 4 in the first column and Department values (Department 1 ... Department 4) in the second column. ListTopic is similar, with Segment and Topic values, just like yours. Now, I'm creating a new document in the file repository. It's possible that the newly created document in the file repository already has metadata because I've set default column values at the folder level. These values should be displayed as default values in the form so that they don't need to be entered again. My problem is that I can save metadata in the Department (the data source is the Department column of the file repository), but the metadata coming from the data source lists are not assigned to the document. Unfortunately, the metadata is not being updated. I hope this makes it clearer. It's similar to what you described, but I want to retrieve and process data from a file repository. Thank you very much for your help :)@@SharePointMaven

@@denisbaumgartner9777 Sorry, can't help you here, not familiar with scripts, JSON or PowerApps

ok, thank you :)@@SharePointMaven