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    Creating a view with items from a list and a content library (4 posts)

  • Avatar Image George Goncalves said 1 year, 7 months ago:

    I have been trying to use Data View in SPDesigner to create a Linked source to bring together and present the contents of a content library and a list. I have been able to do it, however, the results that display are static text and do not let me access the entries in either the list or the library directly. That is to say, even when my displayed field is one that on the list or the library would allow me to pull up the document or edit the list entry, it only displays as text on the Data View. I can change the format of the data field to something else (hyperlink, RTF, label, etc.) but it still does not allow me to get to the document, etc. I am starting to believe that the Data View is not intended to do what I need. I have also tried using a Content Query Web Part, which does give me the interactivity, but I don't see any way of bringing together data from a library and a list at the same time. Any ideas, or is this just something that SP cannot do. — Thanks

  • Avatar Image Kevin Pine said 1 year, 6 months ago:

    Hi George,

    So you have documents that relate to one or more list items (or list items that relate to one or more documents) and share a common key?

    One possibility is to create data views and connect the web parts. You will be able to select a document and see all list items associated with it.

    You can create a hyperlink on the library data that will link to the document itself or the edit form. You can create a data form for the list data so you can edit it directly and commit the changes back.

    Let me know if you think this approach will work.

    Kevin

  • Avatar Image George Goncalves said 1 year, 6 months ago:

    I think that my question is simpler — or perhaps I am not understanding the answer. The list entries and document library documents have nothing to do with each other and there is no linkage back to each other. One is a list of documents, the other is a list of web links to external sites. However, since entries in both could cover the same general topic (i.e. budget forms, personnel leave) there was a desire to provide users with a display that combined things from both areas as a one stop shopping solution. What we may end up doing is just having people look in both places. Although it would be possible to create a document in the library for the URL items, or to add metadata to the list refering back to the library items, given the population and the level of business user care and feeding both of those solutions required, it may just prove preferable to have people look in two places.
    Thanks again,
    George

  • Avatar Image Kevin Pine said 1 year, 5 months ago:

    What you need to do is create a "Topic" column in both the web links list and the document library (or create a site column to use in both). Then create views which filter by topic like "budget forms". Then you can have a "Budget Forms" page that presents both the internal documents and web links using the proper view.

    You could also create data views that would allow your users to click 'budget forms' or 'personnel leave' and have the appropriate documents and links display.

    Kevin