Presentation Transcript

1. KWizCom SharePoint Cascading Lookup Plus Product Overview
2. What it does? The SharePoint Cascading Lookup plus is a new lookup field type that adds the ability to create cascading fields, to perform cross site filtered lookup, and to create Dual (two-way) lookup between SharePoint lists!
3. Why did we create it? WSS and MOSS platforms do not support OOTB Cascading fields ("master-details“) Lookup fields in WSS and MOSS platforms do not support cross-site lookup There is no way in SharePoint to connect two lists (create a two-way connection) There is no solution for creating One -to- Many or Many-to-Many relationships in SharePoint SharePoint does not allow filtering lookup data while editing, nor adding new items to the lookup selection without interrupting the editing process
4. Lets see how easily we can enhance a regular order form Country field filtered by region City field filtered by country Filter the related orders according to any property! A reverse lookup field that displays related orders filtered by the company Grid display with edit options, such as creating a new item in the lookup list!
5. Cascading Lookup Key Features Supports Cascading fields ("City" filtered by "Country") Supports multiple master fields (for use with many to many connection lists) Automatically creates a bi-directional connection between items Cross site lookup- enables the creation of lookup field for lists that are located on different sites Creates a “CRM-like” interface-on every item’s “View Properties” page Enables paging, filtering and sorting Enables adding new items using the "create new item" link Enables calculated column reference for this type of column Enables the conversion of  lookup fields to KWizCom Cascading Lookup Plus fields
6. SharePoint Cascading Lookup plus is part of: KWizCom SP Collaboration Bundle KWizCom SP Enhanced List Bundle
7. Quick product feature tour
8. This is a list that’s using Cascading lookup fields Cascading logic is used here to filter country by region and city by country The related orders are also a cascading lookup field connecting current orders with orders archive
9. We get a view item form which displays detail fields on this connected item Lets Click on related order
10. Lets create a new item… Notice the auto complete ability of the Cascading Lookup field is well as the filtering logic
11. Lets create a new item… The grid display mode of the Cascading Lookup field allows you to view and select the desired items from the connected list
12. Now if we want to edit the new item created Create the new item, then click refresh on the lookup field and the new item is ready for use! If you want to add a new item to the connected list you can do it right from the edit form of this item, simply click ‘Create new item’ no redirection needed!
13. Now if we want to edit the new item created Check or uncheck items in the selection grid, use the actions panel to clear selection, cancel or accept changes
14. Lets create a new Cascading Lookup field for a different list Upon installing the add-on the Cascading Lookup field type will automatically appear on the create column form
15. On the create new column form find a very important option- convert existing (regular) lookup fields into Cascading Lookup Plus The pop-up window presents the current web site and list from which you can select a lookup field to convert into Cascading Lookup Simply click this link to get a pop-up window which allows you to chose a lookup column to convert into Cascading Lookup Plus
16. We are creating a cross site Cascading Lookup field Check the scope from which you want to receive the lookup data, choose between the current site, the site collection or another remote site If you chose a remote site specify it’s URL and Click Load Chose the desired list and the specific column from that list that will provide the lookup data
17. We are creating a cross site Cascading Lookup field For multiple values the display is Grid, if the column supports only single values you will be able to chose between the grid and the dropdown display Check to allow or remove multiple items selection
18. Allow or remove the filtering options that appear while editing the content of this column Choose the fields that will be displayed in the ‘view item’ form for all items in the Cascading Lookup column Check this you remove the option to create new items in the looked-up list while editing the field
19. Filter the Cascading lookup column by any column in the current list, choose a field with the same filtering logic on the lookup list You can add secondary and third master columns to add additional filtering to the Cascading Lookup field
20. Create a reverse lookup field to enable dual connection between the current and the lookup lists Choose the column which content will be displayed as the dual field on the lookup list When the chosen display is ‘Dropdown’ (for single value fields only), different skins are available for the Dropdown selection
21. Play with the skins until you find the one with the right look for your portals design!
22. Choose the details that will be displayed on the reverse field in the lookup list The Cascading Lookup field may be used in calculate fields! This ability is achieved by making a read only copy of the Cascading Lookup field which is called C_[current field] That’s it, the new Cascading Lookup field is ready for use!
23. Lets update an item with data for the new Cascading Lookup field! Choose the desired data for the new Cascading Lookup field Notice that not all the items will appear in the current display if the lookup list is large, find items by browsing between the display pages
24. Click to sort ascending or descending according to any property
25. Use the filters to help you narrow down the item selection Note how the selection grid is easier to browse with the applied filter Insert you filter data and then choose the filtering method that best suits the results you want
26. Use the ‘selected’ option to review all checked or unchecked items before accepting changes (especially useful for large lookup lists)
27. Now we can see the new updated data! Click on any item and receive a pop up window displaying it’s details from the remote lookup list! If we choose to edit this item we see the reverse dropdown lookup column with a skin applied
28. Cascading Lookup usage scenarios Relational applications Manage a connection between any two lists, with “CRM-like” interface-on every item’s “View Properties” page! Create any of the following relationship types: 1 to many – such as Customer to Invoices 1 to 1 – such as resumes to job applicants Many to many – such as Classes to Student Forms with Cascading Logic Easily filter field values by other fields in the same List, such as city filtered by country and region. Cross-site data modelsCreate lookup fields that use lists from different sites across the organizations portal to achieve complete data models
29. About KWizCom KWizCom Business Card Founded in 2005 Headquartered in Toronto Global provider of add-ons and services 3000+ customers worldwide Business Target:Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions faster than ever and at no risk. Fields of expertise: Microsoft Office SharePoint Microsoft Project server Microsoft Dynamics CRM Competencies: Gold Certified Partner ISV Information Worker
30. Thank You! Contact us: sales@kwizcom.com