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Cascaded Lookup Version 2.41


Cascaded Lookup Column is intended to enhance standard Microsoft® SharePoint® lookup functionality. Component allows building relationship between parent and child columns, the data selected in one field will determine the options presented in another.

Cadcaded Lookup in action

For multiple data entry, just select the "Allow multiple values" option, the front-end UI will allow multiple selections to be added/removed from a list. If you're using a series of parent-child Cascaded Lookups, each subsequent field will immediately update as you add or remove each selection from the prior one.

Cadcaded Lookup in action

Cascaded Lookup column supports converting from standard "Lookup" column and vice versa.

Feature List

Feature
Build parent-child relationships
Ajax support enabled
JSLink support enabled
Unlimited number of cascading levels
Supported single-single, single-multi, multi-single and multi-multi relations
Supported lookup data from SharePoint lists in all sites within site collection
Supported lookup data from subfolders
Filtering retrieved data using existing list views
Supported default values
Ability to add and edit lookup items on the fly
Supported Datasheet view
Conversion among "ArtfulBits Cascaded Lookup", "ArtfulBits Cross-Site Lookup", "ArtfulBits Parent Selector" columns and standard SharePoint "Lookup" column
Language pack support (desired localization could be added by request)

Why ArtfulBits Cascaded Lookup?

ArtfulBits Cascaded Lookup is powerful lookup tool that saves your time by reducing presented options and avoids the possibility of incompatible value selection.

 Standard Edition
Build parent-child relationships   
Ajax support enabled   
JSLink support enabled  * 
Unlimited number of cascading levels   
Supported single-single, single-multi, multi-single and multi-multi relations   
Supported lookup data from SharePoint lists in all sites within site collection   
Supported lookup data from subfolders   
Filtering retrieved data using existing list views   
Supported default values   
Ability to add and edit lookup items on the fly   
Supported Datasheet view   
Conversion among "ArtfulBits Cascaded Lookup", "ArtfulBits Cross-Site Lookup", "ArtfulBits Parent Selector" columns and standard SharePoint "Lookup" column   
Language pack support (desired localization could be added by request)   

* - SharePoint 2013 and SharePoint 2016 only.

Image 1: New/Edit Item Form

From New/Edit Item form user can select one of predefined lookup values.

Image 2: Multi Select

User can select one or more predefined lookup values.

Image 3: Cascaded Lookup Column Settings

These settings change displaying mode for list view and view item form.

Image 4: Cascaded Lookup Column Settings

These settings change displaying mode for list view and view item form.

Preparation for Installation

Before installation, please, check that your target server meets Cascaded Lookup Column system requirements.

Also, it is recommended to install ArtfulBits License Manager before (if it is not installed).


1. Installation

Download Cascaded Lookup Column installation package from ArtfulBits website, unpack the file, and run Setup.exe:

Note:

You must be a SharePoint Farm Administrator for successful installation. Also "Windows SharePoint Administration" and "Windows SharePoint Timer" should be running on the server:

SharePoint 2007 SharePoint 2010

After system check is finished, click "Next".

After reading License Agreement, click "Accept" and go to next step.

Select one or more web applications and click "Next".

Wait for install to succeed, click "Next" for deployment status details.

2. License Management

Cascaded Lookup Column uses Per-Farm License Model (each license is bound to single SharePoint Farm ID). For more details about licensing models please visit License Agreement.

Product works in unlicensed mode for three days from the moment of installation. In this mode all the product features are unlocked same way as with trial license. After these three days either trial license or full license should be entered for product to function.

  • To get Cascaded Lookup Column trial license click here.

After ArtfulBits License Manager is installed, go to the SharePoint Central Administration page:

SharePoint 2007 SharePoint 2010

Choose "Operations".
Click on "ArtfulBits License Manager":

Click on "ArtfulBits License Manager":

This page shows all ArtfulBits installed products and their license statuses.

Click on product name to view license details.

If product is not licensed you can click "Enter License" link and enter license key (trial or full) into textbox. For upgrading product edition click "Convert License" and enter new license of target product edition.

Pressing "Activate" button will verify the key and in case of verification success license status will be updated.

Note: in trial or unlicensed mode all product features are available for evaluation. This way you will be able to try each and every feature available in the product line which will give you good understanding of what feature set will be necessary for you and it will be easier to come up with the decision which product edition should be purchased. After trial period expiration full license should be purchased which will determine product edition and available (unlocked) feature set.

Special link informing about product expiration is shown in SharePoint pages, where ArtfulBits component is used if product is using trial license or such license is "Expired" or no license is provided at all. Clicking on this link will redirect to product license status details page.

3. Activating / Deactivating Feature

Click "Site Actions" menu in the root site of one site collection, then click "Site Settings":
SharePoint 2007 SharePoint 2010
Click "Site collection features" link in Site Settings page:
SharePoint 2007 SharePoint 2010

In SharePoint Site collection feature list, activate ArtfulBits Cascaded Lookup Column feature (if deactivated):

4. Product Upgrading

Process of updating Cascaded Lookup Column is pretty straightforward - just download latest installation package and execute Setup.exe from it. After system check completes, select an "Upgrade" option and then follow setup wizard instructions.

5. Uninstallation / Repairing

Execute Setup.exe from your installation package. On the Repair and Remove section, select Remove radio button and click "Next", the Cascaded Lookup Column will be uninstalled. Or select "Repair" - to repair the Cascaded Lookup Column .


For SharePoint 2016 products:
Operating Systems: Windows Server 2012 R2 Standard or Datacenter, 64 bit
Windows Server (2016)
Server: SharePoint Release:
  • SharePoint Server 2016
  • Microsoft .NET Framework 4.5+
Browser:
  • Internet Explorer 8+
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome
For SharePoint 2013 products:
Operating Systems: Windows Server 2008 R2 SP1
Windows Server 2012
Server: SharePoint Release:
  • SharePoint Foundation 2013 or SharePoint Server 2013
  • Microsoft .NET Framework 4.0
Browser:
  • Internet Explorer 8+
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome
For SharePoint 2010 products:
Operating Systems: Windows Server 2008 x64 SP2
Windows Server 2008 R2
Windows 7 x64
Server: SharePoint Release:
  • SharePoint Foundation 2010 or SharePoint Server 2010
  • Microsoft .NET Framework 2.5
Browser:
  • Internet Explorer 8+
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome
For SharePoint 2007 products:
Operating Systems: Windows Server 2003 x86/x64
Windows Server 2008 x86/x64

Windows Small Business Server (SBS) 2003/2008
(Please read about limitation)
Server: SharePoint Release:
  • Windows SharePoint Services v3 or SharePoint Server 2007
  • Microsoft .NET Framework 2.0 or 3.0
Browser: Microsoft Internet Explorer 7+ is recommended for Advanced Administration features

Also compatible with:
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome

Questions List


How to get my "FarmID" value?

There are several ways how to get your SharePoint Farm ID.

Method 1:

  • Make sure ArtfulBits License Manager is installed on SharePoint Server and activated
  • Go to your SharePoint Central Administration site
  • Open Operations page (for SharePoint 2007 only)
  • Click on ArtfulBits License Manager link under ArtfulBits Solutions Configuration group
  • Click on Enter License button for certain product
  • FarmID will be displayed on License Management page under License Information section

    NOTE: By clicking on "Click here to get license" link you will be redirected to "Get Trial License" page with auto-filled FarmID


Method 2:

  • Download FarmInfo.zip (ArtfulBits utility for retrieving SharePoint FarmID)
  • Run it on your SharePoint Server

The application dialog will look like this: Retrieving SharePoint FarmID using ArtfulBits SharePoint Farm Info Tool

Method 3:

  • Run Windows PowerShell on your SharePoint Server as administrator
  • Type in the following command to set minimal reqired execution policy:
    Set-ExecutionPolicy RemoteSigned
  • Hit "Enter" key to confirm default choice
  • Enter following commands one by one:
    [System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
    $spFarm=[Microsoft.SharePoint.Administration.SPfarm]::Local
    $spFarm.Id
Output of commands execution will look like this: Retrieving SharePoint FarmID using Windows PoweShell script commands

How to convert ArtfulBits column to standard SharePoint column and back?

ArtfulBits Progress, Follow-Up, Category, DateTime and all ArtfulBits Lookups columns have "Conversion" feature.

ArtfulBits column can be converted from an existing SharePoint Column and can be converted to the standard SharePoint Column.

Convert from standard:
  • Try to add needed ArtfulBits Column as usual
  • On settings page expand "Column Conversion settings" section
  • In drop-down control choose which standard column will be converted to ArtfulBits Column (will be empty when list doesn’t have proper columns)
  • After selecting existing standard Column and clicking on “Covert” button - warring message will be shown
  • Click "OK", and standard Column will be converted to ArtfulBits column

Convert to standard:
  • Open settings page of existing ArtfulBits Column
  • Click on "Convert" button in Column Conversion section
  • Warring message will be shows, click “OK” button
  • ArtfulBits column will be converted to standard SharePoint Column

How to enable Datasheet view support?

To enable Datasheet view mode support, make sure that ArtfulBits Column site collection feature is activated.

For DateTime, Progress, Category and Follow-Up columns editing in Datasheet is enabled by default.

To enable column editing for Parent Selector, Cross-Site Lookup and Cascaded Lookup do the following:

  1. Open column settings page
  2. Go to "Datasheet Compatibility Mode" section
  3. Choose "Allow Editing" option to enable column content editing in Datasheet view

I received error: Unable to cast object of type
'System.Web.Configuration.ScriptingScriptResourceHandlerSection' to
type 'System.Web.Configuration.ScriptingScriptResourceHandlerSection'...

Possible reason of this issue is conflict in versions of System.Web.Extensions assembly.
To fix the problem, do the following steps:
  1. Backup web.config of your web-site
  2. Add following code into assemblyBinding section of your web.config file:
    <dependentAssembly>
       <assemblyIdentity name="System.Web.Extensions" 
          publicKeyToken="31BF3856AD364E35" 
          culture="neutral" />
       <bindingRedirect 
          oldVersion="1.0.61025.0" 
          newVersion="3.5.0.0"/>
    </dependentAssembly>
  3. Restart IIS service

How to upgrade ArtfulBits SharePoint product to newer version?

  1. Just download new version of product from our site
  2. Unzip files and run "Setup.exe"
  3. Follow wizard steps and select "Upgrade" option

NOTE: Upgrade operation is safe and doesn't affect on existing user data.


Is ArtfulBits SharePoint product update free of charge?

Yes. You can upgrade to newer version within the same major version number completely free of charge. For example, if you've purchased a license for any 1.xx product you can upgrade to any higher 1.yy version. Higher major version will be licensed separately. So, version 2.0 will need a new license.

How to check if AJAX is installed on a server?

  1. Open Global Assembly Cache (GAC)
  2. Find System.Web.Extensions assembly

Which Lookup Column do I need?

See the following features comparison chart of ArtfulBits Lookup columns that helps you make the right choice:

SharePoint
Lookup
 

Parent
Selector
$75,00

Cross-Site
Lookup
$150,00

Cascaded
Lookup
$200,00
Lookup data from lists cross-site within site collection
Lookup data from lists on the same site
Lookup data from the same list
Ajax support enabled
Supported JSLink
Single and multiple lookup
Parent-child relationships
Supported single-single, single-multi, multi-single and multi-multi relations
Unlimited number of cascading levels
Support lookup data from subfolders
Picker Dialog for searching items in lookup lists
Filtering retrieved data using existing list views
Supported default values
Adding items to source list via new item form
on the fly
Adding lookup items via inline entering
on the fly
Adding lookup items via New Item form
on the fly
Editing lookup items via Edit Item form
on the fly
Excluding own item from lookup list during item editing
Checking whether hierarchical data is non-cyclic
Datasheet view support, including edit mode
Conversion among "ArtfulBits Cascaded Lookup", "ArtfulBits Cross-Site Lookup", "ArtfulBits Parent Selector" columns and standard SharePoint "Lookup" column
Download Download Download

Item Version Size
SharePoint 2016
ArtfulBits_Cascaded_Lookup_v2.4_SP2016.zip
Zip file contains ArtfulBits Cascaded Lookup Column install files for SharePoint 2016, user guide and install guide documents. For more details about installation process select Installation tab.
2.41 2172 Kb
ArtfulBits_Cascaded_Lookup_v2.4_FullPack_SP2016.zip
Zip file contains ArtfulBits Cascaded Lookup Column and License Manager install files for SharePoint 2016, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.41 4112 Kb
SharePoint 2013
ArtfulBits_Cascaded_Lookup_v2.41_SP2013.zip
Zip file contains ArtfulBits Cascaded Lookup Column install files for SharePoint 2013, user guide and install guide documents. For more details about installation process select Installation tab.
2.41 2206 Kb
ArtfulBits_Cascaded_Lookup_v2.41_FullPack_SP2013.zip
Zip file contains ArtfulBits Cascaded Lookup Column and License Manager install files for SharePoint 2013, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.41 4145 Kb
SharePoint 2010
ArtfulBits_Cascaded_Lookup_v2.4_SP2010.zip
Zip file contains ArtfulBits Cascaded Lookup Column install files for SharePoint 2010, user guide and install guide documents. For more details about installation process select Installation tab.
2.41 2126 Kb
ArtfulBits_Cascaded_Lookup_v2.4_FullPack_SP2010.zip
Zip file contains ArtfulBits Cascaded Lookup Column and License Manager install files for SharePoint 2010, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.41 4065 Kb
SharePoint 2007
ArtfulBits_Cascaded_Lookup_v2.0_SP2007.zip
Zip file contains ArtfulBits Cascaded Lookup Column install files, user guide and install guide documents. For more details about installation process select Installation tab.
2.41 2126 Kb
ArtfulBits_Cascaded_Lookup_v2.0_FullPack_SP2007.zip
Zip file contains ArtfulBits Cascaded Lookup Column and License Manager install files, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.41 4046 Kb
Documentation
Cascaded_Lookup_UserGuide.pdf
Cascaded Lookup column user guide.
833 Kb
Cascaded_Lookup_InstallGuide.pdf
Installation guide describes installation and licensing steps.
994 Kb


Note: FullPack is not required if you already have installed or download ArtfulBits License Manager.

Release Notes

Version Notes
v2.41
(September 26, 2016)
Bug Fixes:
  • Fixed several issues with quick edit
v2.4
(March 28, 2016)
New Features:
  • Added SharePoint 2016 Support
v2.3
(February 29, 2016)
New Features:
  • Added datasheet edit for SharePoint 2013
  • Added JSLink support for SharePoint 2013
v2.1
(December 02, 2014)
New Features:
  • "Add all/Remove all" functionality added to item multi picker
Bugs Fixed:
  • Fixed compatibility issue with SharePoint 2013
v2.0
(April 29, 2013)
New Features:
  • Added SharePoint 2013 support
  • Added Russian and German localization
v1.48
(April 27, 2012)
Improvements:
  • Improved adding and editing of the source list items on-the-fly
v1.47
(March 26, 2012)
Improvements:
  • Improved performance
v1.46
(February 2, 2012)
Bugs Fixed:
  • Fixed cross-site lookup data display in list view web part
v1.45
(January 26, 2012)
Improvements:
  • Added filtering support by Content Type column
v1.44
(October 14, 2011)
Bugs Fixed:
  • Fixed column required option
v1.43
(September 07, 2011)
Improvements:
  • Added support of Managed Metadata column as Parent column
v1.42
(August 29, 2011)
Bugs Fixed:
  • Fixed cascading lookup behavior in page layouts
v1.41
(August 08, 2011)
Bugs Fixed:
  • Fixed column value if (None) is selected
v1.4
(June 03, 2011)
New Features:
  • Added default values support

Improvements:
  • Added support for new licensing model (ArtfulBits License Manager v1.4)
  • Added "Save site as template" support
  • Improved behavior with multilevel parent-child relationships, when Cascaded Lookup columns reference data from the same list
v1.37
(March 24, 2011)
Improvements:
  • Removed duplicated values
v1.36
(March 19, 2011)
Bugs Fixed:
  • Fixed field available values refreshing in multilevel parent-child relationships
v1.35
(March 12, 2011)
Bugs Fixed:
  • Fixed cascading lookup behavior when parent column has lookup type and is required
  • Fixed filtering by non lookup type column
v1.34
(January 05, 2011)
Bugs Fixed:
  • Cascaded Lookup update was not working properly in IE browser with parent lookup column with more than 20 items
v1.33
(December 23, 2010)
Bugs Fixed:
  • Fixed New/Edit item customized forms
v1.32
(December 11, 2010)
Improvements:
  • Added Content Type support

Bugs Fixed:
  • Fixed minor issues
v1.31
(November 26, 2010)
Bugs Fixed:
  • Fixed feature activation problem
v1.3
(November 16, 2010)
New Features:
  • Added Russian and German localization

Bugs Fixed:
  • Fixed minor issues
v1.2
(September 02, 2010)
New Features:
  • Ability to edit lookup items via Edit item form on the fly

Bugs Fixed:
  • Fixed minor issues
v1.1
(August 3, 2010)
New Features:
  • Added Datasheet view support

Bugs Fixed:
  • Fixed cascading behavior when Parent and Filter columns have different type
v1.0
(July 01, 2010)
Initial Release

[PRO] - Professional edition
[ENT] - Enterprise edition

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Related Products

Cross-Site Lookup Column
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Organizes hierarchical relations in SharePoint list.
 
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Makes your ArtfulBits Columns compatible with Microsoft Access and Microsoft Excel.
 

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