Covri Parent Selector
 

COVRI Parent Selector Column is used for organizing hierarchical relationship in SharePoint lists. A picker dialog allows selecting data from large lists. Standard Lookup columns can be easily converted to Parent Selector columns and vice versa.

Users can also use the picker dialog to select data from large lists.

We can convert existing standard Lookup column to “COVRI Parent Selector" column and use data filtering, picker dialog, and other features. Conversion of COVRI Parent Selector to standard Lookup allows editing content in Datasheet view.

Features:
  • Exclude own item from lookup list
  • Flexibility to search inside lookup list. Using a Picker Dialog for searching items in lookup lists
  • Filtering retrieved data using existing list views
  • Single and multiple lookup for standard mode and using Picker Dialog
  • Conversion between " COVRI Parent Selector" column and standard SharePoint "Lookup" column

Covri Parent Selector Column is used if you have hierarchical data in a list and you need to lookup data in own list (containing list).The key difference with standard Microsoft® SharePoint® Lookup being absence of own item (standard SharePoint Lookup contains own item)

 

 

Using COVRI Parent Selector

1. There is an Employees list containing Full Name and Position columns with some items added.


Figure 1.0

2. We intend to create another column “Reports to” in Employees list which shows who a particular employee reports to.

3. Create a new column “Reports to” in Employees list which is COVRI Parent Selector column


Figure 3.0

4. In the Parent Selector settings section select Full Name from the Display the following Column drop down list (Figure 4.0). If Picker dialog is desired then check the box stating Use Picker dialog and configure the settings as shown in Figure 4.1. The new column is added to the Employees list as shown in Figure 4.2


Figure 4.0


Figure 4.1


Figure 4.2

5. Click on Add new item link on the Employees list to open Employees - New item dialog and enter details as shown in Figure 5.0


Figure 5.0

6. From Position drop down select Sales R and click on picker dialog icon as shown in Figure 6.0


Figure 6.0

7. In the picker dialog click the search icon to see complete list of items and you may notice Jyotsna R is not present in the shown options (Figure 7.0) also you may enter the search item name and press enter. From the displayed options select the desired option (Figure 7.1). Click save to add the new item to the Employees list (Figure 7.2). The final view of list shows Reports to column filled for Jyotsna R (Figure 7.3)


Figure 7.0


Figure 7.1


Figure 7.2


Figure 7.3

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

 

Product History
Covri Parent Selector Version 1.0 released on 2nd April 2014.