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I'm using SharePoint Online and I have two subsites.

One is called Customers and the second site is called Pvt Documents.

I've a document library in Pvt Documents where I would like to "link" a document to a specific customer that is currently in the Customer List on the Customer site.

I have thought using a lookup field but this field can only search in the same site.

If is not possible to search in a list from another site, is it possible to duplicate the customer list on the Pvt Documents and keep it updated? Or a better question: which is the right way to do this?

  • both the sites are in the same site collection? – Aakash Maurya Jul 6 '17 at 8:56
  • @AakashMorya yes they are in the same site collection. – Pepozzo Jul 6 '17 at 9:01
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If both the subsites are in the same site/site collection then,

Just create a site column with lookup type and configure with the required list column.

Go in the document library setting and select Add from existing site column and you will find your created lookup column there.

Just add it.

For more and detail information read Create a SharePoint Lookup Column to another Site

Exact quote from the link

"As long as you stay in the same Site Collection, you can create a lookup Site Column that will be used to get information from a list that is available in a parent site. The Site Column must be created in the same site as the referenced list/library."

If your both the sites are in the same site collection, then in that case refer this answer.

  • Should the "Customer" site has to be the root site? – Pepozzo Jul 6 '17 at 9:03
  • Yes, the site on which you are creating the site column must be a parent site.. I just verified. Let me dig more into it.. – Aakash Maurya Jul 6 '17 at 9:09

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