In the second part of our SharePoint Guide, we delve into managing Lookup & List or Library controls. We connect SharePoint components to streamline data handling. Through step-by-step instructions and hands-on demonstrations, we establish relationships between Parent and Child lists and improve data synchronization with lookup controls. Additionally, we introduce advanced features like cross-site lookups and cascading filtration to enable flexible data organization.

🕒 In this video:

1️⃣ 00:00 - Introduction
2️⃣ 00:22 - Establishing Parent-Child Relationships in SharePoint
Learn how to create and manage Parent-Child list relationships in SharePoint to streamline data access.
3️⃣ 01:05 - Implementing SharePoint Lookup Fields in Forms
Tutorial on adding and configuring Lookup fields within SharePoint forms for better data linkage.
4️⃣ 02:32 - Enhancing SharePoint Forms with List or Library Controls
Deep dive into improving SharePoint form functionality using List or Library controls for efficient data display.
5️⃣ 03:05 - Advanced Form Settings in SharePoint
Explore settings for editing, locking, and adjusting forms in SharePoint for a more tailored user experience.
6️⃣ 04:02 - Cross-Site Lookups with Plumsail Forms
Master the use of cross-site lookups to connect lists across different SharePoint sites within a single tenant.
7️⃣ 05:07 - Dynamic Data Entry with Multi-Select Lookup Controls
Discover how to enable multi-select options in SharePoint Lookups for versatile data entries.
8️⃣ 06:12 - Utilizing Extra and Expand Fields in SharePoint
A guide to using advanced field options in SharePoint to fetch additional data dynamically.
9️⃣07:19 - Filtering and Cascading Filtration in SharePoint
Implement and manage cascading filters to refine data entries in SharePoint based on related categories.
1️⃣0️⃣ 08:36 - Optimizing Data Organization with Subcategories
Learn to organize and connect data effectively using subcategories in SharePoint lists.

#sharepoint #forms #guide #automation #plumsailforms

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