I have a library that holds documents, of course. I also have a list that (in each item) has a few columns that lookup from that library's document properties. What I'm trying to do now is create a link to the document (in the library) in the list. I've tried looking at another lookup column for this, but I can't make that work. Any ideas?
2 Answers
You can do this by adding a hyperlink field and a workflow to your target list.
When an item is updated, check if the lookup field has a value. If it is not blank, update the hyperlink field to have the server relative url from the lookup list:
Filename
here is the hyperlink column.
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Please clarify - The instructions state "When an item is updated, check if the lookup field has a value. ". This means I need to add a lookup column - but should I add it to the LIST or add it to the LIBRARY?– DanJMar 23, 2020 at 18:22
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The only thing you would need to add is a hyperlink column, your question stated that you already had a lookup defined. What I am referring to as the "target list" is the LIST - not the LIBRARY. That is where you want the link to display right? Mar 23, 2020 at 18:33
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Yes. I initially tried to do this using Nintex Workflow, but ended up doing it just like you showed in SPD. It does indeed work, thank you. On a related note, is there a way to shorten the link displayed? (In know in HTML we'd show something like <a href="www.whatever.com">DISPLAYED TEXT</a>. Ideas?– DanJMar 24, 2020 at 14:15
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Glad to help! I think you must build a custom string to do that - it should be in the format "hyperlink, display text" (without quotation marks) Mar 24, 2020 at 14:37
To create a link to the document (in the library) in the list, there are some options:
Create a hyperlink column in the list.
Use the "Attach File" option from the actions menu.
Create a lookup column type. In the "Get information form:" select the document library you wish to link to.
Reference:
https://www.epmpartners.com.au/blog/how-to-link-a-list-item-to-a-document-library-document/