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Training

Creating Master-Detail Cascading Lookup Column

Cascading lists are useful and easy to create using the Infowise connected field feature. When creating a master-detail cascading lookup column, it is important to keep track of the relationships between your lists. Cascading lists allow us to direct our user’s selections utilizing our backend relationships between lists.

A Master- Detail lookup column first presents a selection of possible values from the source list, filtered by the master column. For example, attached to a complete list of cities, the column will only show cities located in the country, which value was beforehand selected in the Country column. When the Country field selection is changed, the corresponding values are fetched using AJAX technology, not requiring page refreshes.

Instructions

In this example we will have three lists. Our Product and Product Category list will have a relationship that we want to make sure is represented in our form.

First, we want to create our Parent list called Product Categories. We can use our Title column to populate our list with the following categories: Dairy; Meat; Sweets; Beverages; Fruits and Vegetables.

Now lets create our Products list. Add the records shown in the image below.

Each record in our Products list will belong to a Category in our Product Category list. Next, we need to create a lookup column in our Product list.

Make sure that each of the Products belongs to a Product Category as shown below.

Now that the basic relationship between lists exists, I will first demonstrate how to add cascading fields in the Office 365 environment.

Finally, lets create our list that will contain the form with the cascading columns. We will call it Sales List.

In our Sales List, go to the Infowise Design screen. Scroll down to the Configure Columns section and click Connected Lookup.

On the Connected Lookup screen, name your column Category. For Data Source add your Master list of Product Category first. Select Title for the value and uncheck the box that filters the list by the parent lookup since this is the parent. Go ahead and save.

Now add your Products column connected to your Products List. Add the Title value as the value to display and leave the filter according to parent box checked with Category selected as the parent in the for value in drop down. Click the Create button and navigate to your Sales List to test.

Navigate to our Sales List and click New Item to demonstrate the functionality. Add a title and click the Category drop down.

Go ahead and select Meat. The Products field will offer you the child choices of Pastrami and Salami.

 

Summary

In this example, we created parent and child lists and added a lookup column between them. We were able to maintain that existing relationship, and utilize Infowise’s Connected Fields in our list to allow users to utilize the cascading dropdown fields feature.

The field can be used as a regular list column or as a site column. Site columns can be re-used across the site collection on the site where it was defined and all the subsites. It can be added to a list directly or added to a content type to be reused. Please note that both the master lookup column and the master-detail lookup column must be present in the same content type/list.

Creating a master child lookup column is a powerful tool offed by Infowise and just one of the many features of the Connected Column type. The Master-detail lookup column is also highly configurable. Next we will look at all of the different settings that can be used to customize our experience.

Last modified: 7/3/2017 5:47 PM
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