Seems that SharePoint provides multiple ways to manage information, and I am confused on when to use metadata, dropdown or lookup column.
Now I have these requirements:-
Inside our document library I want to add “Document type”, so I implemented this as a dropdown as follow:-
Inside our team site I need to define our external customers, and then I am referencing them inside a meeting item. So I am saving the External Customers inside a custom list, and I define a lookup column which reference the external customer as follow:-
Finally we have a wiki library and we need to categorize the wiki pages so I added 6 metadata fields, such as document type, internal or external, related customers, etc.
So can anyone advice on when to use lookup over dropdown over metadata column? Now for me using lookup when I need to store additional info about the data such as the external l customer, where I need to store their email, telephone, etc, and not just referencing from other lists. while meta data allow me to filter and navigate the wiki pages using the terms. And for the dropdown it is not clear when to use it over the metadata?
Can anyone advice on these points