Is it possible to utilize filters on the SynchLookups strategy? (OnePlans Plans and SharePoint List Integration)

  • Updated

At this point in time, filters will not work on the SynchLookups strategy.

The SynchLookups strategy should only be used when bringing in values from a single choice list from SharePoint into a blank (empty) OnePlan Choice field that is mapped in both the (SPLists - Plans) and in the (ListForLookups - LookupTable). Running this strategy will populate the blank OnePlan choice field with the options from the SharePoint side.

Filtering should be used on the SharePointToOnePlan strategy.

  1. Click on the filter icon associated with the SharePointToOnePlan strategy.

  2. Click on the SPList(s) - Plans to expand the filtering section.

  3. Click the Add Rule button, this will create a new line with four fields where you can add your new filter.

    Sharepoint_Filtering.png

To filter based on a null value (blank or with no choice selected for the list item in SharePoint) in the first field (a drop-down):

  1. Select the SharePoint Choice field name.

  2. In the second field, select the < > from the drop-down.

  3. In the third field (labeled Value), leave it blank.

  4. Click the Save. This will populate the Filter Expression field.

  5. Click the Close button at the bottom of the Filters window. The next time the schedule runs, the filter will activate and only the list items.

    Sharepoint_Filtering_Null.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request