COVRI Cascaded Lookup Column is intended to augment SharePoint 2010 standard lookup functionality. The enhancements include building relationship between parent and child columns i.e the data selection in parent field(s) will determine the options to be presented in the child field(s).

Standard SharePoint Lookup columns and COVRI Cascaded Look Up features comparison:

Features	SharePoint Lookup	COVRI Cascaded Lookup
Lookup data from lists in different sites within site collection
Lookup data from lists on the same site
Lookup data from the same list
Single and multiple lookup
Parent-child relationships
Support lookup data from subfolders
Filtering retrieved data using existing list views
Supported default values
Adding lookup items via New Item form on the fly
Adding lookup items via inline entering on the fly
Editing lookup items via Edit Item form on the fly
Conversion among "COVRI Cascaded Lookup and standard SharePoint "Lookup" column

 

 

Using COVRI Cascaded Look Up

1. Let’s take a scenario, we have a List India which contains a column “Indian states”

Figure 1.0

2. Another List “Indian Cities” containing two columns States and City. The States column is a standard SharePoint Lookup Column from Indian States Column of list India. City column is a normal single line text Column.


Figure 2.0

3. We want to have a client list from different states and cities in India. This new list may use the COVRI Cascaded Look Up columns to fetch data from existing Lists in a filtered manner.

4. Create a new List “Clients” and add a column “State” which can be either standard SharePoint Lookup column or COVRI Cascade Lookup column.


Figure 4.0


Figure 4.1

5. Create another column City in Clients List which is COVRI Cascade Lookup column.


Figure 5.0


Figure 5.1

6. Add a new item in the Clients List, you may notice for selected state Andhra Pradesh only cities in Andhra Pradesh state are shown in City (Hyderabad, Tirupati,Vizag) this is a filtered list of options based on parent field selected in State


Figure 6.0

7. New items can be added in the columns on the fly by configuring the appropriate Properties. For Example if flexibility to add a new City is needed then check the radio button as shown below in Figure 7.0 add a Link caption “Add new City”


Figure 7.0

8. A new link “Add new City” can be seen as shown in Figure 8.0 below. Click on the link to add a new City “Guntoor” (Figure 8.1) and save it. The new City is now shown in the options (Figure 8.2)


Figure 8.0


Figure 8.1


Figure 8.2

9. Upon saving the item is added to the Clients list along with the newly added City on the fly “Guntoor” as shown in Figure 9.0


Figure 9.0

10. Click Add new item (Figure 10.0) and select two states Maharashtra and Tamil Nadu, you may notice only relevant cities are displayed as options in City (Figure 10.1). This demonstrates multiple filters functionality of COVRI Cascaded Lookup.


Figure 10.0


Figure 10.1


Figure 10.2

System Requirements
For SharePoint 2010:

Operating System:	Microsoft Windows Server 2008 x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 - Microsoft .NET Framework 3.5
Browser:	Microsoft Internet Explorer 7 or greater is recommended for Advanced Administration features Mozilla Firefox supported Chrome supported