We have created a new Sharepoint Online tenant with flat modern organisation for a charity. However this requires various cross site lookups. I have investigated various options but cannot get any to work. It seems that most solutions relate to SharePoint 2016.
I have tried adding items to the Content Type Gallery but cannot find a way to connect the columns to a list on a specific site. I realise that we will need many central data resources that can be looked up from any site.
Tahir AnsariPosted Oct 20, 2023, 2:37 PM
Site Columns and Content Types: You can create site columns at the site collection level and use these columns in content types. Content types can then be associated with lists or libraries across different sites within the same site collection. To create site columns, follow these steps:
Managed Metadata Service: SharePoint Online's Managed Metadata Service allows you to create a centralized taxonomy and term store that can be used across sites. You can use managed metadata columns in your lists and libraries to create cross-site lookups.
Lookup Fields with SharePoint Designer: You can create lookup fields in SharePoint Designer that reference lists or libraries in other sites. However, SharePoint Designer is being phased out, so this may not be a long-term solution.
Power Apps and Power Automate: Microsoft Power Apps and Power Automate (formerly Flow) provide robust solutions for creating cross-site lookups. You can build custom forms and automate processes that involve data from various sites.
Third-Party Solutions: Consider third-party solutions or apps available in the SharePoint App Store that provide enhanced cross-site lookup functionality.
When implementing cross-site lookups, it's important to consider security and permissions. Ensure that users have the appropriate permissions to access the data from different sites.