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When you look up data from another list in SharePoint, you might want to filter the data retrieved if there are too many items in the looked-up columns. Such as create a Customer lookup column which is filtered by Country and Industry. BoostSolutions’ Cascaded Lookup enables you to create a filtered lookup column to narrow down your choices.
This article will demonstrate how to create such a filtered lookup column.
The Customer is filtered by Country and Industry
Then, create the other list named as Orders from the custom list template with following columns and items in the same site collection.
Download the trial version of Cascaded Lookup, and install it to your SharePoint server.
Navigate to the Orders list prepared above, click List tab. In the Manage Views group, click Create Column .
Or go to the List Settings page and click the Create column link in Columns section.
If you already created a Cascaded Lookup column, please skip to step 6.
In the Name and Type section, enter a name in the Column Name field to give it a meaningful name such as Customer, then select Cascaded Lookup as the type of information in this column.
In the Additional Column Settings section, keep all settings as default.
In the General Settings section, configure settings as following.
In the Get information from this site box, select Marketing Center, because in our example the Customer list is located in a SharePoint site named as Marketing Center. You need to select the corresponding SharePoint site in which your Customer list is located.
In the From this list box, select Customer.
In the In this column box, select Customer.
In the Filter section, select the checkbox of Allow users to filter items using columns option. And select the Country and Industry columns as following which means that the Customer retrieved will be filtered by Country and Industry both.
You can select a column in the right-side box and click Up and Down to change the column’s order, but the order does not affect the filter result.
Keep other settings as default and click OK.
Then, you will find out that a Cascaded Lookup column named as Customer has been created in the Orders list as following.
Select item CA-0001 and click Edit Item.
In Customer column, you will find two filters: Filter by Country and Filter by Industry.
These two filters are defined in Filter section (in the step 6).
In Filter by Country drop-down list, select German; and in Filter by Industry drop-down list, select IT. And then the Customer Diff Inc (which matches the filter criteria) will be shown as below (because in our sample list, only Diff Inc is matched with the filter we configured, if there are more than one items matched with the filter, they will be listed in the drop-down list for selection).
