ArtfulBits Cross-Site Lookup Column(with Search Function)
for Microsoft® SharePoint®

User GuideOverview .................................................................................................................................................................... 1
Feature List ............................................................................................................................................................. 3
Why ArtfulBits Cross-Site Lookup Column?.............................................................................................................. 3
ArtfulBits Lookups and standard SharePoint Lookup columns feature comparison ...................................................... 4
How to Use ................................................................................................................................................................. 5
Release Notes ............................................................................................................................................................. 7
See Also ...................................................................................................................................................................... 9Remarks.................................................................................................................................................................... 10

Overview
Cross-Site Lookup Column is intended to enhance standard SharePoint lookup functionality. Component allows
getting information from any site within site collection, applying list view filtering to retrieved data.

Component delivers a powerful function of searching over lookup list. This function provides substring matching inselected column. It is very useful for large lists with over 100 items.

Supported converting of standard "Lookup" column to "ArtfulBits Cross-Site Lookup" column and vice versa (it allows
editing content of Cross-Site Lookup columns in Datasheet view).

Also, useful feature for adding items on fly. There are two ways how to do that: via new item form or inline entering:

Feature List
FeatureSharePoint
2007

SharePoint2010

Supported lookup data from SharePoint lists in all sites within sitecollection
Supported lookup data from subfolders
Powerful function of searching over lookup list. Using a Picker Dialog forsearching items in lookup lists.
Filtering retrieved data using existing list views
Single and multiple lookup for standard mode and using Picker Dialog

Supported default values
Supported Datasheet view
Conversion among "ArtfulBits Cross-Site Lookup" column and standard
SharePoint "Lookup" column
Ability to add and edit lookup items on the fly
Language pack support (desired localization could be added by request)

Why ArtfulBits Cross-Site Lookup Column?
Default SharePoint Lookup supports only lookup within the same site, so if you need to lookup data from anothersite, you cannot use it. ArtfulBits Cross-Site Lookup allows users to refer to a list from any site in site collection.
If you want to allow the user to select only some specific items (filtered by desired criteria), you can use filter
enabling "Use filtering by list view" option in column settings.

If list contains large amounts of data, it is not very efficient to search for some data using standard SharePointlookup. ArtfulBits Cross-Site Lookup with Picker Dialog helps to resolve this issue. You can search/filter data inpicker dialog, which helps to find the required item quickly.

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 views
Supported default values
Adding 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 Cross-Site Lookup column you must select appropriate option in the list of available columns in the Create
Column page. You can change default settings in the Cross-Site Lookup Special Settings section in order to adjustcolumn mode to your needs. You can select the lookup information (site, list, and column) from the appropriate
drop-down lists.

You can enable adding of lookup items on the fly by choosing Item is added using separate list New Form or Item isadded on fly directly on current page option.

You can also use picker dialog in the Cross-Site Lookup. It is needed to set corresponding check box in true. The
following settings will be displayed.

Available columns are shown in the first list. You can select the values which will be present in the picker dialog.

Release Notes
Versionv1.8(June 01, 2011)

Notes
New Features:
Added default values support
Improvements:
 Added support for new licensing model (ArtfulBits License Manager v1.4)
 Added "Save site as template" support

v1.7(November 16, 2010)

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

v1.6(September 2, 2010)

New Features: Ability to edit lookup items via Edit Item form on the fly

v1.5(August 3, 2010)

New Features: Added Datasheet view support

v1.43(July 8, 2010)

Bugs Fixed: Fixed lookup to sub folder (column settings page issue)v1.42(June 23, 2010)

Bugs Fixed: Fixed "Allow multiple values" property changing issue (from False to True) Fixed error with 6622 Event ID in Event Viewer (Field type DummyField has
duplicated definition)

v1.41(June 11, 2010)

New Features: Improved Setup Wizard
Bugs Fixed:
 Disabled ability of choosing DateTime and Number column as lookup
target column for SharePoint 2007

v1.4
(May 28, 2010)

New Features: Added ability to lookup data from subfolder

v1.3(May 13, 2010)

New Features: Added ability to show additional fields (SharePoint 2010 only) Added relationships behavior: restrict or cascaded deleting (SharePoint
2010 only)Improvements:
 Added support DateTime and Number columns as target columns
 Lookup entries sorting during item editing
v1.2(April 22, 2010)

New Features: SharePoint 2010 support addedBugs Fixed:
 Sorting for lookup multiple values (disabled)

v1.1(February 1, 2010)

Bugs Fixed:
 Problem with product version (Setup Wizard only)

v1.1(January 12, 2010)

New Features: Added ability adding of lookup items on the fly
Improvements:
 Improved picker dialog (Lookup or Title columns are selected by default)
 Improved column conversion (it is now easier and more clear) Improved Setup Wizard

v1.0(November 2, 2009)

Initial ReleaseSee Also
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Permissions can be assigned for individual users and for SharePoint groups as well and are
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Link to Document Column
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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.
Professional Calendar Web Part
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specifying different color sets for different event sources; supports on-the-fly AJAXenabled editing features in Outlook like style; and other enhanced functionalities.
Progress Column
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by displaying numerical data on the page sing percentage-based progress bar. Professional
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Remarks
Information in this document may be outdated. Please, visit www.artfulbits.com for the latest product version.