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I have 3 Custom Lists. List A = Clients List B = Policies List C = Commissions. List B and C have a Lookup Field called "Client" that references List A.

I need a way to search all three lists to create a view that displays all clients with policies that have not received any commissions.

Is this possible or is it possible to create this with a Workflow?

  • Is server side coding allowed then webpart can be created. – Monica Jagani May 30 '16 at 6:24
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Using content search web part is ideal, however, I am no aware of any way to connect the 3 lists in the query text. My suggestions to you is to use Web Part connections and you can play with the views to show a connection with no Commissions You can connect data in web parts using web part connections.

Here is a good article on the subject!

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A no code option would be to use SharePoint Designer for creating an agregated view of all 3 lists. SPD offers the option to create a "linked source" where you can have multiple lists acting like one data source. Once linked you can add filters and define your overview using a data view webpart. Please have a look here for an example.

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