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Helper I
Helper I

Filter on 2 lists, then save to a 3rd list

Overview:  Clients apply online choosing which of our dog training tasks they need. We train dogs based on the dog's capabilities. When dog has passed certification, we need to match up a client to that dog.


I have 2 SharePoint lists:




Firstly, I'd like to filter the "Clients list" by State and/or ClientType, and/or Name and/or email.

Secondly, I'd like to filter BOTH Clients & Dogs at the same time by the following (they have the exact same fields in both lists, and they are choice columns with either yes or no)




Thirdly, I'd like to filter dogs by Region and Program.


Once the client and dog have been selected via the buttons, I'd like all of that data to MOVE into a 3rd list called "Teams" using the "Create this Team" button.


Is this possible? I'm not stuck on the layout or method, I just need something similar where I can choose a client, choose a dog based off of similar training tasks,  and then send them to the Teams list.


I've attached an example of what I'm envisioning.

Community Support
Community Support



Looking at everything here, I'm not sure either what exactly needs to be done. I would recommend opening a ticket with Microsoft Support on this. I'll include a link below on opening a ticket. Otherwise if any other communities members have any ideas feel free to chime in.


If you would like to create a ticket with Microsoft Customer Support here is a link on how to do so:








Community Support Team _ Alex Rezac
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Super User
Super User


IMHO, your requirements are a bit more complex than you may think.  I believe that the underlying design of your app would best fit a 4 table model where the Match table would be the junction table of a Many to Many relationship and would appear like this model design.  Additional fields could be added to the Match table such as date of match, a fee and payment, and maybe other data points relevant to the match between dog and client. 
A properly designed app could then filter dogs and clients who have completed training and are filtered to the same state (or region).  A training list could keep track of where each client and dog were in the course of the training until the program was completed.   The list of clients and dogs could be pre-filtered to only those who have completed their training. _1.jpg

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