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. Filter the related orders according to any property!
Country field filtered by region
City field filtered by country
A reverse lookup field that displays related orders filtered by the company
Lets see how easily we can enhance a regular order form
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. Lets Click on related order
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. That’s it, the new Cascading Lookup field is ready for use!
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. Note how the selection grid is easier to browse with the applied filter
Use the filters to help you narrow down the item selection
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!
If we choose to edit this item we see the reverse dropdown lookup column with a skin applied
Click on any item and receive a pop up window displaying it’s details from the remote lookup list!

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 models Create lookup fields that use lists from different sites across the organizations portal to achieve complete data models

29. About KWizCom KWizCom Business Card Fields of expertise: Competencies:
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!
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