vLookup to get data with no direct link

Forums vLooup for SharePoint vLookup to get data with no direct link

Tagged: ,

This topic contains 1 reply, has 2 voices, and was last updated by  Alexander Bautz 3 months, 4 weeks ago.

  • Author
    Posts
  • #16324

    Phil Meacham
    Participant

    I have 4 tables; Property, Portfolio, Portfolio Properties and Pipeline.

    Portfolio Properties is the linking table to Portfolio and Property. However, because I want to be able to add properties to the portfolio on creation, I’ve had to do it through the vLookupID and vLookupPartentID linking method.

    Because of this, the PortfolioID isn’t always stored in the Portfolio Property table.

    This means that in the Pipeline table, which only has the PortfolioID, I can’t link in the properties that are related to that portfolio.

    Really what I need to do is link the pipeline to the portfolio using the PortfolioID.
    Then link the Portfolio to the Portfolio Properties using vLookupID and vLookupParentID
    Finally Link in the Property Table to the Portfolio Properties using the PropertyID.

    I can only think I can do this in CAML but I’m really not sure where to start. Does anyone have any advice on how I might achieve this?

    Thanks in advance for you help!

  • #16407

    Alexander Bautz
    Keymaster

    Hi,
    Sorry for the late reply. Ill do my best to help you out here, but could you email me some screenshots of the different lists and a bit more description so I’m sure I understand correctly.

    Best regards,
    Alexander

You must be logged in to reply to this topic.