Create a self-lookup field which only show certain items based on criteria

Question

I am working on a sharepoint online classic team site. where i added a custom list named "Pricing", which contain these main 2 fields:-

1) a column named "Type" of type drop-down list and have 2 options (General or Detailed).

2) a column named "Parent" of type lookup, which reference the same list (self-lookup field).

now the "Parent" lookup field will show all the items from the current list (Pricing), but i want the lookup field to only show the items which have "Type" = "General". so is it possible to apply filtering to the lookup columns? Thanks

You can use calculated column to filter lookup list. Check this sharepoint.stackexchange.com/questions/18247/… — P S
– P S, Commented Mar 18, 2019 at 14:02
@PS the user who answered the question deserve all the votes,,, simple and smart solution!! have you tried this on reality before? — John John
– John John, Commented Mar 18, 2019 at 15:32
Yes, the calculated column solution work and I used that before. — P S
– P S, Commented Mar 19, 2019 at 6:22
@PS if you add your comment as an answer so i can accept it.. thanks — John John
– John John, Commented Mar 22, 2019 at 1:38

P S · Accepted Answer · 2019-03-22 05:17:47Z

As mentioned in comments, you can use calculated column,to get values where "Type" is "General". Then use this calculated column in lookup column.

For more information: How to make a filtered lookup field

LZ_MSFT · Accepted Answer · 2019-03-19 01:38:01Z

We can add the code below into a script editor web part in new/edit form page to remove all the items which have "MyType"="Detailed".

Note: By default the "Type" field is exists, I create a field name "MyType" to instead it.

<script src="https://code.jquery.com/jquery-1.12.4.min.js" type="text/javascript"></script> <script type="text/javascript"> var listName="Pricing"; $(function(){ $.ajax({ url: _spPageContextInfo.siteAbsoluteUrl + "/_api/web/lists/getbytitle('" + listName + "')/items?$filter=MyType eq 'Detailed'", type: "GET", headers: { "Accept": "application/json;odata=verbose", }, success: function (data) { $.each(data.d.results,function(i,item){ $("select[title='Parent'] option").each(function(){ if($(this).text()==item.Title){ $(this).remove(); } }); }); }, error: function (error) { console.log(JSON.stringify(error)); } }); }); </script>

thanks for the code and valuable help.. but in sharepoint online (where we can not be sure if the markup will change), is it advisable to write such a script? i mean this selection $("select[title='Parent'] option") might not work in the future... or this is not the case? — John John
– John John, Commented Mar 19, 2019 at 1:54

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