The Cascaded Lookup App from BoostSolutions greatly enhances SharePoint's default Lookup functionality. By creating a parent-child relationship, users can narrow down their selection based on the filtered value of the parent column, reducing lookup time.
This tutorial is designed to introduce how to create a parent-child relationship using this app.
As demonstrated below, we have a source list named Locations that lists various regions, countries, and cities.
And here we have another list called Customers that contains information about customers. In this example, we will create Cascaded Lookup columns in this list.
2. Add Cascaded Lookup Columns
a. In the Customers list, click on Cascaded Lookup Settings in the top action bar. (The Cascaded Lookup settings are only available in the SharePoint modern experience.)
b. In the Cascaded Lookup control panel dialog, click on Create a Cascaded Lookup Column > New Cascaded Lookup Column.
c. Provide a meaningful name for this column. Here, we name it Region.
d. Under the Get information from this site section, select the site where the list you will specify as the source is located. (Here, we select Customer Center where our source list Locations is located.)
e. Under Select a list as a source, choose the list Locations as the source list.
f. Under Select a column from the list above, select the column you want to display in the target list (Customers) from the source list (Locations). Here, we select the column Region.
Note: The supported source column types include Single Line of Text, Number, Date and Time, Calculated (output is single line of text), ID, Modified, Created, and Version.
g. Leave the other settings as default and click Save to save the settings.
h. Now, let’s repeat the process to create another Cascaded Lookup column and name it Country.
i. Under Select a list as a source, choose the list Locations as the source list.
j. Under Select a column from the list above, this time select Country.
k. Click on Set Cascading and specify Region for both the Parent column in this list and Filtered by column in source list options.
l. Leave other settings as default and click Save to save the settings.
m. Then, repeat the process to create the third Cascaded Lookup column and name it City.
n. Under Select a list as a source, choose the list Locations again as the source list.
o. Under Select a column from the list above, this time select City.
p. Click on Set Cascading and specify Country for both the Parent column in this list and the Filtered by column in source list options.
q. Leave other settings as default and click Save to save the settings.
a. Select an item and click Edit cascaded item in the top action bar.
b. In the Edit Item form, in the Region column, if we select Asia, for example, all Asian countries will be listed in the Country column as shown below:
c. Then, let’s proceed. In the Country column, let’s select Japan, for example, and only Tokyo will be shown in the City column.
d. After saving all the changes, the item will look like this:
a. In the top action bar, click on New cascaded item.
b. Fill in the necessary information in the New Item form.
In the Region column, if we select Europe, for example, all European countries will be listed in the Country column as shown below:
c. Let’s proceed and, in the Country column, let’s select Germany, for example. Then, only Hamburg and Berlin will be shown in the City column.
d. Select Hamburg and save all the changes. The new item will look like this:
