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Help setting the LookupTo(Parent) in sublibrary

Dale Zach
  • Discussion Created

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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Comments

4 comments

Date Votes
  • Matthias_Walter

    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
    Matthias

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  • Dale Zach

    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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  • Matthias_Walter

    Hi Dale,

    this is strange. how do you upload the document to SharePoint? On the Dossier via drag'n'drop? In a subfolder? you have to wait a few seconds until it's set since it's technically working with webhooks which are not executed instantly.

    Kind regards
    Matthias

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  • Dale Zach
    • Edited

    Hi Matthias,

    The files were uploaded from SharePoint, not within the dossier.

    It looks like the issue may be that the document library is configured for check-out requirement. I tried it on another that wasn't and it worked.

    Are there any plans to incorporate this functionality as default? It's very likely for users to add files outside the dossier.

    Thanks again

    Dale

     

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