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Filtering a list from inside an item in the same list

Question asked by icarus2627 on Apr 1, 2016
Latest reply on Apr 1, 2016 by janeyres

Hey all,

after browsing a bit, I couldn't find the answer, but I have no idea how to look for this. (update: I've found a few topics getting close to this issue, but nothing really specific. Also this is not really a Nintex question, more a SharePoint question, sorry for that.)

 

I've got a list 'security reports', which looks has the following fields:

  1. name: who commited the security violation
  2. security agent: who reported it
  3. location, time: 2 separate fields, you can guess what these hold

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  1. mailto: who is the manager of [name] - using a workflow this person will get a compiled mail with the info from this item/report
  2. penalty: what penalty is given to [name] for this violation

 

Field 1,2,3 are filled in at creation by the reporting security agent, fields A,B are filled in on edit by a supervisor from our security department.

 

But when fields A,B are filled in, it's good to know what other violations person [name] has committed in the past.

 

So in the EditForm (and displayform) I would like to add a webpart on the page showing the same list, but filtered on the field [name]. I know it should be possible, I tried 'filtered list view', but I can't get it to work properly.

 

I know this would be simple if I would use 2 separate lists, but since penalty and reports is on a 1 on 1 relationship, meaning there is only one penalty for each report, and one report for each penalty I'd like to keep in all in the same list. 2 lists make the setup more complex as I need to make sure both lists are up to date and consistent.

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