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Relating documents together

  Asked By: Edward    Date: Oct 04    Category: Sharepoint    Views: 703

We receive a Test/Inspection Notification from our client that has a TIN Number. We then receive a second document that is the Authorization to Inspect with its own ATI Number for the inititial TIN. When I upload the ATI, I'd like to be able to associate it with the appropriate TIN. Can this be done via Content Types somehow or is there a better way?



1 Answer Found

Answer #1    Answered By: Vidisha Pathak     Answered On: Oct 04

Seems like you could have two content  types, one for TIN and another for ATI (though you would pick better names).

Define a site column of type lookup that points to a descriptive column in the TIN list. Add that site column to the ATI list. That will connect them at least in the sense that when you look at the ATI, you can see the associated TIN.

This approach breaks down if you have a large number  of TINs.

There are other more elaborate approaches, but this would seem to be the easiest.

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