Help setting the LookupTo(Parent) in sublibrary
There was another post about this but I'm missing something, needing more guidance...
When someone adds a document to the sublibrary of a dossier outside of using the form, the LookupTo(parent) doesn't get updated. I've attempted to follow the "How to set a lookup column" post but it's not working for me. I've added a trigger on new item, guessing that I need to first set a value for Variables.vApplicationID but lost on that.
Would appreciate a step-by-step for this.
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Hi Dale
You can use our Metadata Inheritance to achieve that:
- Since Metadata Inheritance only allows you to inherit columns of the same type (and the column you want to set is a lookup), you have to configure a lookup pointing to itself on the parent item.
- To do that, go to the dossier list -> Things in the background -> Columns and add a new column
- Choose lookup and give it a name like IdAsLk
- Select the dossier list to get it's information from and choose the ID column to be displayed
- Once created, edit the column in Solution Studio and switch to the "Background calculation" tab
- Choose "Expression" as calculated value from the dropdown
- In the expression box type in =[[ID]] and hit OK. This will set this field for all existing items in the list, which could take some seconds
- Now switch over to the document library where you want to set the parent lookup
- Go to Things in the background
- Edit the LookupToParent column and switch to the "Background calculation" tab there as well
- Choose "Inherit" as calculated value from the dropdown
- Choose the parent list and the IdAsLk column just created before
- Save it by pressing OK and it will start to inherit it to all documents as well to newly added
Kind regards
Matthias0 -
Hi Matthias,
I got this configured, but it only seems to update the lookuptoparent if I modify the document properties of the child file within the dossier after adding the file from SharePoint.
Dale
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