Setting up multiple cascading lookup levels
Vladi Gubler
Vladi Gubler
February 07, 2013 | Products

Hello,

In this blog entry I'm going to show you how easy it is to set but multiple levels of cascading lookup field using our Connected Field. In our example, we will set up list of sales, where each sales figure is assigned to country, state and city. Selecting a country filters the available states and selecting a state filters the available cities.

Example

 

First, lets create our Contries, States and Cities lists. For all lists we are going to be using the versatile Custom list type.

  1. Countries - simply create a new list, no need to add any columns.
  2. States - create a new list, then add a lookup column pointing to Countries. You can use the built-in lookup column or our Connected Field, which comes with additional functionality, such as in-line adding of new lookup value. So when you are adding a state and just remembered you forgot to add the country, you can do it directly, without having to switch lists. Make sure Link to parent checkbox is unchecked, as this is a stand-alone lookup.

    States
  3. Cities - create a list. Add regular lookup or Connected Field (without Link to parent) pointing to Countries. Then add Connected Field pointing to States list. Leave Link to parent checked, the field should pre-select Country as the parent field.

    Cities

    State column settings:
    State column settings
  4. Sales - create a list. Add regular lookup or Connected Field (without Link to parent) pointing to Countries. Next add Connected Field pointing to States list. Leave Link to parent checked, the field should pre-select Country as the parent field. then add Connected Field pointing to Cities list. Leave Link to parent checked, switch the parent field to be State. Add a currency field for sales amount.

    Cities

    City column settings:
    City column settings

That's it, add some data to your lists. Now when you create a new sales entry, you can see the cascading functionality in action!

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