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从链接的“子”记录中编辑SharePoint查找字段链接

[英]Edit a SharePoint lookup field link from the linked “child” record

I have two lists in SharePoint, one each for projects and tasks, that I need to relate through the use of a lookup field. 我在SharePoint中有两个列表,每个列表用于项目和任务,我需要通过使用查找字段进行关联。

If I create the lookup field in the project list then I can assign multiple tasks to the project and easily see what tasks are assigned to the project and click through to the project. 如果在项目列表中创建查找字段,则可以将多个任务分配给项目,并轻松查看将哪些任务分配给项目并单击进入项目。 I cannot, however, see what project tasks are assigned to in the task views. 但是,我看不到任务视图中分配给哪些项目任务。

If I create the lookup field in the task list, then I can easily choose which project to assign it to and I can sort or filter the task list view by project using the values in the lookup field, but I can't easily see which tasks are assigned to any given project in the project list view. 如果我在任务列表中创建查找字段,则可以轻松地选择将其分配给哪个项目,并且可以使用查找字段中的值按项目对任务列表视图进行排序或过滤,但是我不容易看到哪个任务将分配给项目列表视图中的任何给定项目。

If I have to choose one or the other, the latter is the better option since the list of projects is shorter than the list of tasks and I can always filter on the project name in the lookup field column in the task list view. 如果必须选择一个,则后者是更好的选择,因为项目列表比任务列表短,而且我总是可以在任务列表视图的查找字段列中过滤项目名称。

Ideally, however, I would like to easily be able to see which tasks are assigned to a project from within the project list view, and maybe even edit the relationship from there. 但是,理想情况下,我希望能够轻松地从项目列表视图中查看将哪些任务分配给项目,甚至可以从那里编辑关系。

Is there any way to do this in SharePoint? 在SharePoint中有什么方法可以做到这一点?

Thanks! 谢谢!

如果您继续进行2查找,它将正常工作,但是我不建议您通过SharePoint API创建自定义列表Web部件,并获取与每个项目相关的任务

So far the following solution seems to be working pretty well and does not involve the use of any new web parts or custom code. 到目前为止,以下解决方案似乎运行良好,并且不涉及使用任何新的Web部件或自定义代码。

I have the lookup field (with select multiple disabled ) in the task list (the child list). 我在任务列表(子列表)中具有查找字段(选择了禁用多个)。

As stated in the question, the lookup list for the projects is much shorter and easier to use than the lookup field for the tasks. 如问题中所述,与任务的查找字段相比,项目的查找列表要短得多并且易于使用。 This also allows me to go into the tasks list view and filter on the lookup field (which is also a link to the respective project). 这也使我可以进入任务列表视图并在查找字段上进行过滤(这也是指向相应项目的链接)。

To facilitate easy access to the tasks for any given project, I added a link field to the project and link to the list view that is filtered for that particular project's tasks. 为了便于轻松访问任何给定项目的任务,我在项目中添加了一个链接字段,并链接到针对该特定项目的任务进行过滤的列表视图。

This keeps the list structure simple but allows me to quickly jump between the two lists. 这使列表结构保持简单,但允许我在两个列表之间快速跳转。

Thanks! 谢谢!

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