Hi Nintex Members,
The scenario:
- I have two 'SharePoint' lists List A and List B.
- List A captures basic summary information including contacts and an ID and Name.
- List B captures more sensitive information (hence why it is contained in a separate list) and has different columns but shares the ID and Name via lookups
Question:
What is the best way to combine List A and List B in creating a single Form experience for the user?
My initial thoughts would be something like the following:
- Create one Form with two parts taken from List A and List B
- Create a link between two Forms i.e. Complete List A form then save/open link to List B form. In this option I would want to re-use the ID and Name captured in List A form in the List B form (without the user having to manually link the forms).
Can this be done?
I welcome any suggestions, ideas or assistance with this.
Thanks in advance!