Microsoft Office Tutorials and References
In Depth Information
This means you can put the web parts of the Customers list and the Sales list on the same
page. You can then create a connection between them so that if you click an item in the
Customers web part, the corresponding Sales web part will change to show only records that
match the common field data from the selected Customers list item.
In this version of SharePoint, Microsoft has gone out of its way to encourage users to connect
web parts by adding a button to the Web Tools Options ribbon called Insert Related List. It
basically adds the related list view web part to the page (it drops down a menu displaying the
lists that have lookup fields pointing at the web parts on the page you’re editing, so you can
select one). Then it configures the connection between the two for you.
The Insert Related List button has its limits, as you’ll see, and isn’t quite as flexible as doing
the web part connections yourself, but at least it gets you started.
To see what I’m talking about, let’s first enter some more records into the Customers and
Sales lists and then use the Insert Related List button to add the Sales list web part to the
Customers list content page.
1. Go to the Customers list in the Quick Launch bar. On the Customers page, choose Add
New Item, and create some new customers. You can also change the view to enable inline
editing if you’d like to edit inline on the page, or better yet, you can enable Datasheet
view—remembering that with both of those options, you can only enter data on fields in
the view.
2. Once you have at least three customers (see my example in Figure 7.48), go to the Sales
list’s content page.
FIGURE 7.48
The Customers
list with
additional items
3. For this example, you want to have at least two sales orders that look up the same
customer from the Customers list and at least one that uses a different customer (see
Figure 7.49 for my example; be careful about the validations).
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