What it does? The SharePoint Cascading Lookup plus is a new lookup field type that adds the ability...
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Transcript of What it does? The SharePoint Cascading Lookup plus is a new lookup field type that adds the ability...
KWizCom SharePoint
Cascading Lookup Plus
Product Overview
What it does?
The SharePoint Cascading Lookup plus is a new lookup field type that adds the ability to create cascading fields, to perform cross site filtered lookup, and to create Dual (two-way)
lookup between SharePoint lists!
Why did we create it?
× WSS and MOSS platforms do not support OOTB Cascading fields ("master-
details“)
× Lookup fields in WSS and MOSS platforms do not support cross-site lookup
× There is no way in SharePoint to connect two lists (create a two-way
connection)
× There is no solution for creating One -to- Many or Many-to-Many
relationships in SharePoint
× SharePoint does not allow filtering lookup data while editing, nor adding new
items to the lookup selection without interrupting the editing process
Filter the related orders according to any property!
Country field filtered by
regionCity field
filtered by country
A reverse lookup field that displays related orders filtered by the
company
Lets see how easily we can
enhance a regular order form
Grid display with edit options, such as
creating a new item in the lookup list!
Supports Cascading fields ("City" filtered by "Country")
Supports multiple master fields (for use with many to many connection lists)
Automatically creates a bi-directional connection between items
Cross site lookup- enables the creation of lookup field for lists that are located on
different sites
Creates a “CRM-like” interface-on every item’s “View Properties” page
Enables paging, filtering and sorting
Enables adding new items using the "create new item" link
Enables calculated column reference for this type of column
Enables the conversion of lookup fields to KWizCom Cascading Lookup Plus fields
Cascading Lookup Key Features
SharePoint Cascading Lookup plus is part of:
KWizCom SP Collaboration Bundle
KWizCom SP Enhanced List Bundle
Quick product feature tour
Cascading logic is used here to filter
country by region and city by country
The related orders are also a cascading
lookup field connecting current orders with orders
archive
This is a list that’s using Cascading lookup
fields
Lets Click on related order
We get a view item form which displays detail
fields on this connected item
Notice the auto complete ability of the Cascading Lookup field is well as the filtering
logic
Lets create a new item…
The grid display mode of the Cascading Lookup
field allows you to view and select the desired
items from the connected list
Lets create a new item…
If you want to add a new item to the connected list you can do it right from
the edit form of this item,
simply click ‘Create new item’ no redirection
needed!
Now if we want to edit the new item created
Create the new item, then click refresh on the
lookup field and the new item is ready for use!
Check or uncheck items in the selection grid, use the actions
panel to clear selection, cancel or
accept changes
Now if we want to edit the new item created
Lets create a new Cascading Lookup
field for a different list
Upon installing the add-on the Cascading Lookup field
type will automatically appear on the create
column form
On the create new column form find a very important
option- convert existing (regular) lookup fields into
Cascading Lookup Plus
Simply click this link to get a pop-up window which allows
you to chose a lookup column to convert into Cascading
Lookup Plus
The pop-up window presents the current web site and list from which you can select a lookup field to convert into
Cascading Lookup
Check the scope from which you want to receive the
lookup data, choose between the current site,
the site collection or another remote site
If you chose a remote site specify it’s URL and Click
Load
Chose the desired list and the specific
column from that list that will provide the
lookup data
We are creating a cross site Cascading
Lookup field
Check to allow or remove multiple items selection
For multiple values the display is Grid, if the
column supports only single values you will be able to
chose between the grid and the dropdown display
We are creating a cross site Cascading
Lookup field
Allow or remove the filtering options that appear while editing the content of this
column
Check this you remove the option to create new items in the looked-up list while editing the
field
Choose the fields that will be displayed in the ‘view item’ form
for all items in the Cascading Lookup column
Filter the Cascading lookup column by any column in the
current list, choose a field with the same filtering logic on the
lookup list
You can add secondary and third master columns to add
additional filtering to the Cascading Lookup field
Create a reverse lookup field to enable dual
connection between the current and the lookup
lists
Choose the column which content will
be displayed as the dual field on the
lookup list
When the chosen display is ‘Dropdown’ (for single value
fields only), different skins are available for the Dropdown
selection
Play with the skins until you find the one with the right look for your portals design!
That’s it, the new Cascading Lookup field
is ready for use!
Choose the details that will be displayed on the
reverse field in the lookup list
The Cascading Lookup field may be used in calculate
fields!
This ability is achieved by making a read only copy of the Cascading
Lookup field which is called
C_[current field]
Lets update an item with data for the new
Cascading Lookup field!
Choose the desired data for the new Cascading Lookup field
Notice that not all the items will appear in the current display if the lookup list is large, find items by browsing between the display pages
Click to sort ascending or descending according to any property
Use the filters to help you narrow down the item selection
Insert you filter data and then choose the filtering method that best suits the results you want
Note how the selection grid is easier to browse with the applied filter
Use the ‘selected’ option to review all checked or unchecked items before accepting changes (especially useful for large lookup lists)
Click on any item and receive a pop up window displaying it’s details from the remote lookup list!
Now we can see the new updated data!
If we choose to edit this item we see the reverse dropdown
lookup column with a skin applied
Cascading Lookup usage scenarios
Relational applications Manage a connection between any two lists, with “CRM-like” interface-on every item’s “View Properties”
page! Create any of the following relationship types:
• 1 to many – such as Customer to Invoices
• 1 to 1 – such as resumes to job applicants
• Many to many – such as Classes to Student
Forms with Cascading Logic Easily filter field values by other fields in the same List, such as city filtered by country and region.
Cross-site data modelsCreate lookup fields that use lists from different sites across the organizations portal to achieve complete
data models
About KWizCom
KWizCom Business Card• Founded in 2005• Headquartered in Toronto• Global provider of add-ons and services• 3000+ customers worldwide
Business Target:
Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions
faster than ever and at no risk.
Fields of expertise:
• Microsoft Office SharePoint • Microsoft Project server• Microsoft Dynamics CRM
Competencies:
Gold Certified Partner• ISV• Information Worker
Thank You!Contact us: [email protected]