SharePoint911
Recently, I was working on a project where the users of the system wanted to be able to see a collection of summary data and quickly link into additional details. The specific scenario we were monitoring was a goals management system. We had created a site that managed several different lists, including a goals list, a work-plans list and a list of tasks associated with each of the work-plans. Users wanted to be able to quickly link between a specific set of goals, work-plans and tasks.
One way to achieve this requirement was to provide a link within each list item that opens a filtered view of the other lists. For example, in the Goals list, each list item has field that contains a link to a filtered view of the work-plans list that shows only work-plans associated with that goal. Likewise, the work-plan list items contain a field that provides a link to a filtered view of the tasks list that shows only tasks associated with that specific work-plan.
To achieve this we created a SharePoint Designer workflow that creates the link that will be used to open the filtered list views. The rest of this article will walk you through the steps used to create this. For our example, we will be adding a link to each Work-Plan item that opens a view of the tasks list that only shows tasks associated with that specific Work-Plan.
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