Related Item Advanced Filter

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Posted by Cloud.Ed - Feb 8 ’16 at 06:59

We would like to add to the filtering function on the related items control. We would like to add a second, third, etc... field to filter on. I see where the view portion has a "Query" section, can that be used to add to the filter. Like field 1 in the list matches field 1 in the form and field 2 in the list mathces "Active" or "Not Active".

 

I have used the filter builder in another Form Designer, InfoPath that allows this.

 

I hope that made sense.

 

Cloud.Ed

  • rostislav
    rostislav
    Moderator
    Member for: 7 years 16 days
    #1 by rostislav Feb 9 ’16 at 06:39

    You have a number of options:

    1. If you want to perform filtering based on some constant values you can use the Query section, like you said. Please check the example here https://msdn.microsoft.com/en-us/library/office/ms479601.aspx for more information. You query would look something like this:

      <Query>
        <Where>
          <And>
            <Eq>
              <FieldRef Name="Title"></FieldRef>
              <Value Type="Text">Bob</Value>
            </Eq>
            <Eq>
              <FieldRef Name="Surname"></FieldRef>
              <Value Type="Text">Robinson</Value>
            </Eq>
          </And>
        </Where>
        <OrderBy>
          <FieldRef Name="ID" />
        </OrderBy>
      </Query>

    2. If you want to perform non-dynamic filtering based on multiple columns you can use a calculated column:

    i. Create a calculated field based on the fields that you require, for example: =CONCATENATE(Title,",",CustomField). Do this for both lists.

    ii. Use the calculated fields for filtering.

     

    3. Otherwise, you can perform dynamic filtering based on multiple columns by following this article http://formsdesigner.blogspot.com/2015/11/dynamic-filtering-of-related-items-list.html

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