FAQ - Web Part Connections
SharePoint allows you to connect together web parts
in order to pass data between them.
You can use this feature to display data from one
web part in another web part or filter the data in a web part
depending on the information passed in.
Consult SharePoints online help or
this page for more information.
SharePoint Planner is a Filter Consumer - meaning
that it will take information provided to it and filter the display
accordingly. For example you could pass in a filter of "High" and
get Planner to show only High priority tasks.
You can configure how Planner uses these filter
values using the
Filter configuration toolpart.
How do I setup a web part connection?
This example is going to be based around the tasks involved in a
fictitious building project. As we don't want to develop any
custom filter providers we are going to have a separate list
containing the Contractors for our project and we will add a Lookup
field to this Contractor list into our Task list. In this way we can
use the Contractor list to filter our Building Project task list.
On this page we have added a SharePoint Planner web part to
display our building tasks and the Contractor List. We have modified
the Contractor list to only display the name.
Next we will setup the filter -
- Select the Web Part
- Select Modify Shared
- Select the web part
- Select Connections >
Consume Filter From
and the appropriate web part
- Select the appropriate column
from the Contractors web part
- Select the column that
contains matching information in the Building Project task list
- Now you can filter the
display to only include only tasks assigned to the Contractor
- I need to filter by a Choice field, how can I do this?
If you need to filter by a value that isn't in a lookup list
(e.g. Priority - High/Med/Low) then you will need to create a custom
filter provider web part.
The easiest way to do this (although you will still need HTML
skills) is to add a Form Web Part to the page and then use the
Source Editor to write HTML to display a list of the values you wish
to filter by using a Select list or Radio Button list. Then connect
the web parts in the usual manner.
For example this HTML displays a drop down list showing Priority
that you could use in a Form Web Part to filter a task list.
<option value="(1) High">(1) High</option>
<option value="(2) Normal">(2) Normal</option>
<option value="(3) Low">(3) Low</option>
You can use
the same techniques to supply Filters to SharePoints own lists.
parts can accept or provide multiple filters. In the example
shown above you could supply a Contractor filter to both a
SharePoint Planner web part and a task list - experiment to see
includes several web parts to assist in filtering - check the