Add query web part to display form to show related items in another list?

Question

I have a list which contains information that is heavily linked with info in another list. The most similar example that I've seen was where someone had a list of customers and then a total list of orders. What I would be attempting to do is add a webpart to the customer list's display form to show all the customer's orders in the other list (e.g., where customer name in order's = customer name in current item).

Is this possible to do dynamically without hindering performance too much (5000 items in other list)?

Answer 1

Yes, you can do this by SharePoint Designer.

• Add a lookup column to the Orders list, which will refer to the Customers list
• Open Customers list in SharePoint Designer
• Edit Customers Display Form, from the toolbar, select Insert a "Related Item View", your Orders list should show up in the option list, choose it
• Add/Remove columns of the Orders view

You need to put the Orders list's reference column to the Customers list as Indexed column, and other columns like "Product", "Order date" etc as index columns and sort your Orders view by those indexed columns. That will make you safe with the 5,000 records throttling.