ArtfulBits Cascaded Lookup Columnfor Microsoft® SharePoint®

User GuideOverview .................................................................................................................................................................... 1Feature List ............................................................................................................................................................. 3
Why ArtfulBits Cascaded Lookup Column? .............................................................................................................. 3
ArtfulBits Lookups and standard SharePoint Lookup columns feature comparison ...................................................... 3
How to Use ................................................................................................................................................................. 4
Release Notes ............................................................................................................................................................. 6
See Also ...................................................................................................................................................................... 8Remarks...................................................................................................................................................................... 9Overview
Cascaded Lookup Column is intended to enhance standard SharePoint lookup functionality. Component
allows building relationship between parent and child columns, the data selected in one field will determine theoptions presented in another.

For multiple data entry, just select the “Allow multiple values” option, the front-end UI will allow multiple
selections to be added/removed from a list. If you're using a series of parent-child Cascaded Lookups, eachsubsequent field will immediately update as you add or remove each selection from the prior one.

*

Cascaded Lookup column supports converting from standard “Lookup” column and vice versa (it allows
editing content of Cascaded Lookup column in Datasheet view).

Feature List
SharePoint
2007

FeatureSharePoint2010

Build parent-child relationships
Ajax support enabled
Unlimited number of cascading levels
Supported single-single, single-multi, multi-single and multi-multi relations
Supported lookup data from SharePoint lists in all sites within site collection
Supported lookup data from subfolders
Filtering retrieved data using existing list views
Ability to add and edit lookup items on the fly
Supported Datasheet view
Conversion among “ArtfulBits Cascaded Lookup”, “ArtfulBits Cross-Site Lookup”,“ArtfulBits Parent Selector” columns and standard SharePoint “Lookup” column
Language pack support (desired localization could be added by request)

Why ArtfulBits Cascaded Lookup Column?
SharePoint Cascaded Lookup is powerful lookup tool that saves your time by reducing presented options andavoids the possibility of incompatible value selection.

ArtfulBits Lookups and standard SharePoint Lookup columns feature comparison
FeatureLookup data from lists cross-site within site collection
Lookup data from lists on the same site
Lookup data from the same list
Single and multiple lookup
Parent-child relationships
Support lookup data from subfolders
Picker Dialog for searching items in lookup lists
Filtering retrieved data using existing list viewsAdding lookup items via New Item form on the fly
Adding lookup items via inline entering on the fly
Editing lookup items via Edit Item form on the fly
Excluding own item from lookup list during item editing
Checking whether hierarchical data is non-cyclic
Conversion among "ArtfulBits Cascaded Lookup", "ArtfulBits
Cross-Site Lookup", "ArtfulBits Parent Selector" columns andstandard SharePoint "Lookup" column

SharePoint
LookupParentSelector

Cross-SiteLookup

CascadedLookup

How to Use
To use Cascaded Lookup column you should select appropriate option in the list of available columns on theCreate Column page. Change default settings on Cascaded Lookup Special Settings section in order to adjust column
to your needs.

Cascaded Lookup settings:


Source site and list to get information fromDisplay column (from source list) and values to be displayed
Parent Column (not required) for cascaded lookup (in current list) that triggers a change for this Cascaded
Lookup column. If column is not provided, default Cross-Site Lookup column behavior will be applied (nocascading). Lookup, Person or Group, Choice, Single line of text, Yes/No column is available as parent column
Filter Column (located in source list) that provides filtering mechanism for this Cascaded Lookup Column.
Lookup, Person or Group, Choice, Single line of text, Yes/No column is available as filter column“Allow multiple values” property allows multiple selections for Cascaded Lookup column“Use filtering by list view” option applies additional filter for proposed items in cascaded lookup (only items
from the selected view could be presented in Cascaded Lookup field)

Example: there are two SharePoint lists: USA States (contains State column) and Cities (City, State column). You havethird list (Customers) and need to add State and City column with parent-child relationships. In this case you should
add State column (it can be standard SharePoint Lookup, ArtfulBits Cross-Site Lookup or ArtfulBits Cascaded Lookup).
Add City column (ArtfulBits Cascaded Lookup) with parent-child relationships after that. Do following:
In “Get information from the following site” drop-down list, select site that contains Cities listIn “Get information from the following list”, select Cities list
In “Display the following column”, select City column in Cities list
In “Parent column for cascaded lookup”, select State column of current list
In “Filter by following column in source list”, select State column from USA States list

After that State column value changing triggers a change of City column in customer’s list.
Enabling “Item is added using separate list New Form” property allows adding items to source list on the fly:Document Library can be selected as lookup source list. In that case ArtfulBits Cascaded Lookup allows to lookup tosubfolders. Checking “Use filter by subfolder” allows selecting exact folder from which data will be got. “Show thefollowing items” section specifies which items (and/or folder) will be shown in selection drop-down.

Release Notes
Versionv1.37(March 24, 2011)

Notes
Improvements:
 Removed duplicated values

v1.36(March 19, 2011)

Bugs Fixed: Fixed field available values refreshing in multilevel parent-childrelationships

v1.35(March 12, 2011)

Bugs Fixed: Fixed cascading lookup behavior when parent column has lookup type andis required Fixed filtering by non lookup type column

v1.34(January 5, 2011)

Bugs Fixed:
 Cascaded Lookup update was not working properly in IE browser withparent lookup column with more than 20 items

v1.33(December 23, 2010)

Bugs Fixed: Fixed New/Edit item customized form

v1.32
(December 11, 2010)

Improvements:
 Added Content Type support

v1.31(November 26, 2010)

Bugs Fixed: Fixed feature activation problem

v1.3(November 16, 2010)

New Features: Added Russian and German localization
Bugs Fixed: Fixed minor issues

v1.2(September 2, 2010)v1.1(August 3, 2010)

New Features: Ability to edit lookup items via Edit Item form on the fly
Bugs Fixed: Fixed minor issues
New Features: Added Datasheet view support
Bugs Fixed: Fixed cascading behavior when Parent and Filter columns have different
type

v1.0
(July 1, 2010)

Initial ReleaseSee Also
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Category Column
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approach for elements categorization, easy indicator color changing and using of advanced
tooltip, provide a high professional component style.
Progress Column
Progress Column provides users with the ability to make SharePoint lists more visualized
by displaying numerical data on the page sing percentage-based progress bar. Professional
progress bar style will make your SharePoint list really modern and stylish.
Follow-Up Column
Follow-Up Column enables due date flags similar to Outlook follow-up functionality.
Applying of flags to the list item allows adding of visual reminder in a natural way.

Image Upload Column
Quick and simple way of uploading pictures. Image Upload Column provides with ability toselect a picture using file browsing dialog, upload and display it in the list view.

Discussion Column
Need to organize well formatted conversation in the list item without enabling listversioning? Discussion Column is the right choice. Component allows entering rich text
with formatting, images, tables, hyperlinks and other features.

Cross-Site Lookup Column
Use Cross-Site Lookup Column for getting data from any site within site collection.
Component includes a powerful function of searching over lookup list. This function
provides substring matching in selected column which is very useful for large lists (over 50100 items).

Parent Selector Column
Parent Selector Column is used for organizing hierarchical relations in SharePoint list.
Picker dialog allows choosing data from large lists. Standard Lookup column can be easily
converted to Parent Selector column and vice versa.

Remarks
Some information in this document may be outdated. Please, visit www.artfulbits.com for the latest version.