How to enable users to create a new item in target list | SharePoint Cascaded Lookup - BoostSolutions App, Saas & Software for Microsoft 365, Microsoft Teams, SharePoint

How to enable users to create a new item in target list?

Cascaded Lookup column enhances the native SharePoint lookup column and provides more additional features. One of them is “Create a new item in target list”, this feature enables users to create a new item in the target list without leaving the current list and navigating to the target list, if there is no desired values in the retrieved data.

This article will demonstrate how to do it.

WHAT YOU'LL GET

Click “Create new item” link to create a new item in the target list without leaving the current list

WHAT YOU'LL NEED

Cascaded Lookup

The sample data we use for this case

Then, create another list named as Customer from the custom list template with following columns and items on the same site collection.

Enable users to create a new item in target list

Download the trial version of Cascaded Lookup, and install it to your SharePoint server.
Navigate to the Customer 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 Continent, 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 Country list is located in a SharePoint site named as Marketing Center. You need to select the corresponding SharePoint site in which your Country list is located.

In the From this list box, select Country.

In the In this column box, select Continent.
In the Miscellaneous section, select the check box of Enable creating a new item in the target list option. (By default, this option is selected.)

There is a predefined text in Text to display textbox, also you can customize the text by yourself.
Keep other settings as default and click OK.
Then, you will find that a Cascaded Lookup column named as Continent has been added to Customer list as following.
In the Customer list, select the item Diff Inc and click Edit Item.
In Continent column, click Create new item… link.
Then, a New Item form will be shown in the Customer list as following, fill in the City/Country/Continent columns and click Save.
And then, the new added value Asia will be populated in the Continent column automatically.
Go to the Country list, you will find out that a new item Tokyo has been created in the list as following.