With SharePoint Cascaded Lookup 3.0, we've added over 8 features and
improved lookup performance

1. Introduction
2. Related Concept
3. Configuration
• 3.1 General Settings
• 3.2 Filter Settings
• 3.2.1 Build single or multiple parent-child relationships by adding one or more filters
• 3.2.2 Filter lookup items by multiple columns
• 3.3 Advanced Settings
• 3.4 Convert Column

1. Introduction

SharePoint Cascaded Lookup greatly enhances the default SharePoint lookup and even further reduces waiting time as lookup results are filtered according to the parameters you set. Column relationship between parent and child columns are built, data selected inparent field will determine the options presented in the child field.

2. Related Concept

In order to maximize the power of your Cascaded Lookup, you must set up several things:

Source List - list where Cascaded Lookup will refer for information. The Source List can be in any site in the current site collection.

Source Column - located in the Source List, contains data for your dropdown menu.

Filter Column - also located in the Source List, is used to filter out irrelevant data from the Source Column and is also available as dropdown menu.

Parent Column - located in the target list (the list where you want to add looked up information)

3. Configuration

Sample scenario:

A project team needs to make a development plan based on product features.

We have the following list:

Products - list all of products with different category

Product Release History - list all of released product with different version and release date

Project Tasks - list all of tasks of project team recorded

Sprint Backlog - list project plan of product development of project team

And now we need add a cascaded lookup column "Related Tasks" in Sprint Backlog list to join related project tasks.

The following is the detail process:

Go to Sprint Backlog list, click "Create Column".

3.1 General Settings

Enter column name "Related Tasks" and select Cascaded Lookup as column type

Specify Project Tasks as the source lookup list and Title as source column, and specify which column(s) as additional column(s)

3.2 Filter Settings

3.2.1 Build single or multiple parent-child relationships by adding one or more filters

In this scenario, we can specify Product column and Product version column as the parent column of the Related Tasks column in Sprint Backlog list, and specify the associated column in source list.

By this way, the lookup items of child column (Related Tasks) will be filtered by parent columns (Product and Product Version). The following is the result:

3.2.2 Filter lookup items by multiple columns

Add one or more columns from source lookup list as filter column, and do not specify the parent column in current list. In this scenario, we can specify Priority column and Task Status column as filter column in the source lookup list.

By this way, the lookup items of Related Tasks column will be filtered by Priority column and Task Status column in source lookup list. The following is the result:

3.3 Advanced Settings

Create New Item- enable adding new item in the source lookup list by the"Create new item…" link

Show Empty- enable displaying empty field when no items match filter criteria

Do not repeat identical values- items with same name will not be duplicated

3.4 Convert Column

A popup window will prompt you to choose which lookup column to convert

Top

Languages Supported: English

System Requirements

For SharePoint 2010:

Operating System:	Microsoft Windows Server 2008 x86/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

For SharePoint 2007:

Operating System:	Microsoft Windows Server 2003 x86/x64 Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007 - Microsoft .NET Framework 2.0 or 3.0 Note: This product is not compatible with SPS 2003 and WSS v2
Browser:	Microsoft Internet Explorer 6 or greater is recommended for Advanced Administration features Mozilla Firefox supported

Release Notes

3.0.203.0 Feb 3rd, 2012	New Features: - Build multiple parent-child relationship, No limitation on number of cascading levels - Build multiple parent-child relationship, No limitation on number of cascading levels - Support look up information from "Date and Time" and "Number" columns - Support Multiple Choice, Multiple SharePoint Lookup, Multiple Cross-Site Lookup, Multiple Cascaded Lookup columns as parent column - Support displaying additional columns from lookup list - Support adding new items in the source lookup list by the "Create new item…" link - Support Cascaded lookup as site column - Improved lookup performance
2.18.1122.0 Nov 23th, 2011	Bugs fixed: - If users have no permission to access the source list, an Access Deny error will occur when users enter the New Item form or Edit Item form. - Users need to reenter the value if the other columns cannot pass the validation when submitting the New Item form or Edit Item Form. - If the source list or source site has been deleted, an error will occur when users enter the New Item form or Edit Item form.
2.17.1124.0 Nov 24th, 2010	New Features: - Filter lookup items by view; - Sort lookup items by filter view. Bugs Fixed: - Does not work when "Allow multiple values" is selected; - Does not work when the list is modified by the SharePoint designer; - When there are four Cascaded Lookup columns with the same parent column, only one Cascaded Lookup column can filter value.
2.16.809.0 Aug 9th, 2010	New Feature: - Announced compatibility with SharePoint 2010.
2.15.714.0 Jul 19th, 2010	New Feature: - Server license added.
2.14.105.0 Jan 8th, 2010	Licensing module upgraded. New Feature: - Allow users to remove duplicate items.
2.13.820.0 Aug 21st, 2009	Licensing module upgraded.
2.13.721.1 Jul 22nd, 2009	New Feature: - Support German.
2.13.716.1 Jul 17th, 2009	New Features: - Display alert message when no items match specified filter criteria; - Add an option to display an empty field when no items match filter criteria. Bugs Fixed: - Resolved the error when editing and viewing single value entries in Datasheet view; - Resolved the error when entering display page if the lookup list has been deleted.
2.11.428.1 Apr 28th, 2009	New Feature: - Support Japanese.
2.10.410.0 Apr 10th, 2009	Bug Fixed: - Enable choices to be sorted in alphabetical order in edit form.
2.8.305.0 Mar 6th, 2009	New Feature: - The cross-site lookup configuration of a site template can be saved and applied to the new sites which are created based on that template. Bug Fixed: - Enable cascaded dropdown lists to be automatically filtered when there are multiple levels.
2.7.227.2 Feb 27th, 2009	Bug Fixed: - Resolved the error: "(None)" option still exists when the column is required.
2.6.220.4 Feb 24th, 2009	New Feature: - Enable to show other fields of the look-up items in display form. Bug Fixed: - Fixed auto selection error in Cascaded lookup.
2.5.206.0 Feb 6th, 2009	New Feature: - Allow automatic selection of child item when parent column is changed in Cascaded Lookup.
2.4.112.0 Jan 12nd, 2009	New Feature: - Enable child columns to be automatically populated when changing parent column in Cascaded Lookup.
2.3.1231.0 Dec 5th, 2008	Bug Fixed: - Resolved the error occurring when users update items by non-web method.
2.2.1219.3 Dec 23rd, 2008	Initial Release

• What will happen when the Cascaded Lookup license expires？
  • When the Cascade Lookup license expires, the existing Cascaded Lookup columns will continue to function in lists, but new Cascaded Lookup columns cannot be created, and the existing configuration cannot be modified.
• How do I convert SharePoint Lookup to Cascaded Lookup?
  • Enter Create Column page, choose the Cascaded Lookup in the radio button. Then click the "Convert to Cascaded Lookup from..." link to enter "Convert to Cascaded Lookup" page. Select the column you want to convert to Cascaded Lookup, and click "OK" button.
• If I uninstall the program, will I lose the data that is currently in Cascaded Lookup fields?
  • No, you will not lose the data in the current cascaded lookup fields.(shall we make it a general FAQ)
• Why can’t Cascaded Lookup columns be edited in the Datasheet view?
  • Because the Datasheet view only supports out-of-box column types, you can convert Cascaded Lookup to default Lookup in the Change Column page if you want to bulk edit in Datasheet view. After finishing editing you can convert it back to the Cascaded Lookup.
  • Note: If Cascaded Lookup columns are converted to SharePoint Lookup columns, some functions of Cascaded Lookup will be lost.
• Why doesn’t the Cascaded function work when I edit in an open word document?
  • Cascaded Lookup cannot be used in a word document. It is recommended to use the Cascaded Lookup in the SharePoint list or library for complete functionality.
• What are the limitations of the trail version?
  • There is no limited functionality for the trial version except for you not being able to convert Cascaded Lookup to SharePoint Lookup.

Purchase FAQ

Questions about Licensing:

• What is the difference between a Server License and a Site Collection License/Farm License?
  • Currently, we can provide Server License, Site Collection License and Farm License:
  • Each WFE will require a Server License (For SharePoint 2007: all servers running the SP Web Application service will need to be licensed; for SharePoint 2010: all servers running the "Microsoft SharePoint Foundation Web Application" service will need to be licensed). SPB Server Licenses do NOT limit the number of end-users.
  • A Site Collection License (with end-user number limit) can be applied to one site collection only, you would need to make sure the number of end-users is within the end-user number limit provided by your license;
  • A Farm License can be used across all site collections within a SharePoint farm; however the maximum number of users within each site collection is limited by the end-user number limit provided by your license. For example, a 400-end user Farm License means that the number of users within a site collection should not exceed 400.
  • To find out the number of end-users you have in your site collection/farm, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers), or download and run the free End User Viewer Tool available here: http://www.sharepointboost.com/end-user-viewer-tool.html.
• Which type of license should I choose?
  • Server Licenses are better if you would like to use the product without site collection or end-user restrictions.
  • A Site Collection License/Farm License is better if you only want to use the product in one site collection/farm and the number of end-users is unlikely to grow rapidly or change frequently.
  • If you are still unsure as to which license type is best for you, please email sales@sharepointboost.com for assistance.
• What are "end-users" and how do they affect my Site Collection License/Farm License?
  • End-users do NOT affect Server Licenses. An end-user count is only needed for a Site Collection License or Farm License.
  • An end-user is defined as any user who has access to, or has accessed any site in your Site Collection/Farm at any point in time, either directly (e.g. signing in) or indirectly (e.g. assigning him a task). And the number of end-users in the site collection means the total number of users across all sites in the site collection.
  • Once a user has accessed a site in the site collection/farm, he is counted, regardless of whether or not this user is active on the site where the product is used. For example, while you may only have 50 users who would need to use the product on Site A in the site collection, there are 360 users accessing Site B (including the 50 accessing Site A), making a total of 360 users with access to the site collection. Since Site A and Site B are in the same site collection, you would need to purchase a license for at least 360 users. SPB licenses increase in increments of 100 users, so if there are 360 people who have access to the site collection, you will need to purchase a 400 end-user license.
• If the current end-user number exceeds the end-user number allowed by my Site Collection License/Farm License, what will happen?
  • Please note that end-users do NOT affect Server Licenses.
  • If the current end-user amount exceeds the amount of end-users allowed by your Site Collection License/Farm License, the original functions and settings of the software will NOT be influenced until you change them (e.g. additions, deletions, modifications, etc.)
  • You can either use our End User Viewer Tool to delete some inactive or disabled SharePoint users (http://www.sharepointboost.com/end-user-viewer-tool.html) or upgrade your license with more end-users.The cost of a license upgrade is equal to the price difference between the old and new licenses, plus a standard fee of 50 USD applied to all upgrates submitted. For example, if you had purchased a 200 end-user license for $500 and now you want to upgrade to a 300 end-user license (Price: $600), you only need to pay the difference (600-500=$100) plus the standard upgrade fee ($50), therefore in total $150. It also applied to Farm License.
• What will happen if I buy a new server or add another server? How will this affect my license?
  • Please note that adding an additional server/replacing an old server with a new one will NOT affect Site Collection Licenses/Farm Licenses. Please contact sales@sharepointboost.com for more information only if your Site Collection ID/Farm ID has changed.
  • However, if you are using Server Licenses for an SPB product and you subsequently add an additional WFE to your environment, you will need to purchase another Server License. Also, if you elect to replace an old server with a new server, and the Server Code subsequently changes, you will need to contact sales@sharepointboost.com for more information.
• What is Premium Annual Support? If I buy it, what do I get?
  • For detailed information regarding SharePointBoost's Premium Annual Support plan, please visit our support page.
  • Premium Annual Support must be renewed each year. Support fees are charged per license per year.
• How can I find my Server Code or Site Collection ID/Farm ID?
  • To find your Server Code or Site Collection ID/Farm ID, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers – for help finding this information, please email support@sharepointboost.com, or download and install the free License Management Center here: http://www.sharepointboost.com/licensecenter.html.
• What is the price for DEV/Test environment? Is there any discount?
  • SharePointBoost offers 50% discount off the list license price for DEV/TEST environment when customers purchase license for their production environment.
• Do I have to pay for updates as new versions of the product are released?
  • Do I have to pay for updates as new versions of the product are released?
  • A minor release contains bugs fixes and minor feature changes (e.g. 1.0 to 1.1). Major releases include significant feature additions and enhancements (e.g. 1.x to 2.0), and Major releases (usually with significant functionality added) require the payment of an upgrade fee. However, if you purchase our Premium Annual Support plan, then all major and minor releases are free for one year.
• Do I need to apply for a new license if the site collection ID/farm ID/server CODE has been changed?
  • Yes. Since the license is generated based on the specific site collection ID/farm ID/server CODE, which means, once the site collection ID/farm ID/server CODE is changed, the original license CODE would be invalid as well. You need to contact our sales team(sales@sharepointboost.com ) for further assistance.

Questions about Purchasing Process:

• Does SharePointBoost accept Purchase Orders?
  • Yes, we accept purchase orders from our customers, for more details on purchasing via PO, please contact sales@sharepointboost.com.
• Which payment methods does SharePointBoost allow?
  • PayPal:
  • The preferred method of payment is PayPal. You can either purchase SharePointBoost products via PayPal account or via credit card. If you would like to purchase a Site Collection License/Farm License where the total number of end-users is greater than 900, we will generate a PayPal purchase link and send it to you in an email (paying via purchase link does not require that you have a PayPal account).
  • Secure Purchase Link:
  • If purchasing our products through PayPal is not possible for you, then you may contact sales@sharepointboost.com to get a secure purchase link generated and then emailed to you. Here you may pay with a credit card online, by phone, or by fax.
  • Bank Transfer:
  • If purchasing our products through PayPal or via a secure purchase link is not possible for you, then you may contact us to get bank information for a wire transfer. Note that you are responsible for any bank transfer fees.
  • If you do not specify one currency from USD, HKD, JPY, or EUR, we will take USD as the default payment currency.
  • SHAREPOINTBOOST DOES NOT ACCEPT CORPORATE OR PERSONAL CHECKS. PLEASE USE PAYPAL, SECURE PURCHASE LINK OR BANK TRANSFER TO PURCHASE OUR PRODUCTS.
• What is SharePointBoost's refund policy?
  • A request for a refund will only be granted if it is received BEFORE the license code has been sent. Once SharePointBoost has sent you a license code, the sale is considered final. We recommend that you take advantage of the 30-day trial period to download and test the product. This should allow you to fully test and make sure the product meets your needs before making a final purchase decision.
• Does SharePointBoost offer a discount for non-profit organizations, government agencies, or educational institutions?
  • Yes, SharePointBoost can offer discount on condition that you can provide proof that your organization is a registered non-profit, please contact sales@sharepointboost.com for the discount.