Setting up Cascading Lookups

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Setting up Cascading Lookups

Setting up Cascading Lookups

 

Adding Cascading Lookup to your NITRO Forms is an easy way to save your end user time and increase accuracy. Creating a Cascading Lookup has several steps, explained in detail below.

 

Create parent list - a simple list with just Title.

Create child list - a simple list with Title and a Lookup to the parent list.

Add two Lookup columns to your main list, one to the parent list and one to the child list.

 

In NITRO Forms Designer for the main list:

 

Drag the two Lookup columns to wherever you want them on the NITRO Form

Go to Advanced, Lookup Settings, New Configuration

 

Creating the Parent List

 

Using the same example, Brands and Products, as used in our tutorial video, found here, we will walk you through the steps to make a Cascading Lookup.

 

1.Go to the black SharePoint ribbon. In the top right-hand corner, to the left of the logged in user, there is a bell, gear, and question mark symbol. Click the gear symbol, then select, “Add App”.

 

Click gear button in SharePoint Ribbon -> Go to Site Contents -> Click 'Return to Classic SharePoint' in Quick launch -> Select 'add an app'

 

Add an app image

 

 

 

2.This will bring you to Site Contents > Your Apps. Here you will select “Custom List”

 

 Add custom list

 

 

 

OR

In Modern SharePoint

Click gear button in SharePoint Ribbon -> Go to Site Contents -> Click 'New' -> Click 'List'

 

Modern custonm list

 

3.Give your custom list a name (“Brands”, in our example) and click create.

 

4.Creating this new list will bring you to Site Contents. Here New apps/lists will be designated with a bright green “New” label. Click on the Quick Edit button and then fill in the Title column. Each item will have a different entry in the Title and this becomes your parent list -- it could be all the Categories, or all the States, or whatever else you want for the parent list. Each item has a different Title. You can also create new items one-by-one and fill in the Titles that way, and save them.

 

In our example, we filled the Title columns with the name of each brand. Each item in the list has a different Brand name in the Title column.

 

Brand list items

 

 

 

 

Creating the Child List

 

5.Again, Click gear button in SharePoint Ribbon -> Go to Site Contents -> Click 'New' -> Click 'List'

 

In our example, this is "Products".

 

Go to List settings by clicking Gear icon in the SharePoint Ribbon.

 

List settings in product list

 

 

 

6.Scroll down until you see the “Columns” options. There you will see in blue, linked text, “Create Column”

 

 Products Create columns

 

 

 

 

7.Create a Lookup column. Give it the name of the Parent list.

 

a. In “Get information from”, select the parent list you just created.

     b.For “In this column”, select “Title”.

 
Create lookup column in Products

 

 

 

8.Click OK and go back to this new list ("Products", in our example)

 

9.Add each child item -- put the name of the child in the Title and select the right Parent from the Lookup column. In our example, this is putting in the Product name in the Title for each item, and then selecting with Brand it is associated with.

 

 Items in Products list

 

 

 

Add two Lookup columns to the main list

 

 1. In List Settings for the main list ("Tickets" in our example), create two Lookup columns

         a. For one,  give it the name of the Parent list and for "Get information from", select the Parent list

         b. For the other, give it the name of the Child  list and for "Get information from", select the Child list

 

      In both cases, for "In this column", select "Title".

 

clip0677

 

 

Go to NITRO Forms Designer

 

1. Add the two Lookup columns you just created on the main list to the Form. You can put them wherever you want (drag-and-drop from the Forms Control on the left side). These will be the Cascading Lookups that are visible to users, so usually they go right next to or right over each other

 

 2. Edit the child lookup column (in this case "Product") by clicking on the column on the form, and clicking on the Edit button on the right panel.

 

 edit child column

 In Cascaded Lookup Settings:

         Choose the Lookup to the Parent list  ("Brand" in our example) .

         Choose the Lookup column in the Child List, which should be the same name as the Parent list  (again, "Brand" in our example) .

  Cascaded lookup

 

Sample Output:

 

 Output1

 

 Output 2

 

In above output, 'Product' column values got filtered based on selected 'Brand' value

 

Refer this article for more details: Add ‘Main Category’ To Filter Category Values In NITRO Forms