Auto-populate a column in one list from a source in a lookup list
I have a list built with the new SharePoint list template called “Approvals Content Scheduler With Approvals” (the target list) and the list is called Timesheet. The purpose is for an employee to log time for a given week and the time is entered into a column as a number. By default, this list has a column named “Author” (Employee) and “Approver” (Person selected to approve).
In a separate lookup list (the source), I have two columns; Employee (which would be the Author in this case) and their manager in the second column named “Manager”.
When an employee creates a new item in the Timesheet list (the target list), the employee becomes the Author, and whomever they selected as the approver becomes the “Approver”. In addition to these two columns, I have created a new column in the Timesheet list (the target list) called “Manager”.
The scenario: When an employee enters a new item in the Timesheet (the target list), I want to use the lookup list (the source list) to grab the Manager’s name and auto-populate this name into the Manager column in the target list.
The lookup list (source) has one column for the employee’s name and one column with the name of their manager. How do I get the name of the employee’s manager to auto-populate the Manager column in the Timesheet list (target list)? Basically, I want to use the lookup list to determine who the manager is for the employee and insert the Manager’s name in the Manager column in the target list. I don’t want the user (Employee) to make the selection.
I have a list built with the new SharePoint list template called “Approvals Content Scheduler With Approvals” (the target list) and the list is called Timesheet. The purpose is for an employee to log time for a given week and the time is entered into a column as a number. By default, this list has a column named “Author” (Employee) and “Approver” (Person selected to approve). In a separate lookup list (the source), I have two columns; Employee (which would be the Author in this case) and their manager in the second column named “Manager”. When an employee creates a new item in the Timesheet list (the target list), the employee becomes the Author, and whomever they selected as the approver becomes the “Approver”. In addition to these two columns, I have created a new column in the Timesheet list (the target list) called “Manager”. The scenario: When an employee enters a new item in the Timesheet (the target list), I want to use the lookup list (the source list) to grab the Manager’s name and auto-populate this name into the Manager column in the target list. The lookup list (source) has one column for the employee’s name and one column with the name of their manager. How do I get the name of the employee’s manager to auto-populate the Manager column in the Timesheet list (target list)? Basically, I want to use the lookup list to determine who the manager is for the employee and insert the Manager’s name in the Manager column in the target list. I don’t want the user (Employee) to make the selection. Read More