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Cross-Site Lookup Version 2.2


Cross-Site Lookup Column is intended to enhance standard Microsoft® SharePoint® lookup functionality. Component allows getting information from any site within site collection, applying list view filtering to retrieved data.

Cross-Site Lookup settings

Component delivers a powerful function of searching over lookup list. This function provides substring matching in selected column. It is very useful for large lists with over 100 items.

Cross-Site Lookup picker dialog

Supported converting of standard "Lookup" column to "ArtfulBits Cross-Site Lookup" column and vice versa (it allows editing content of Cross-Site Lookup columns in Datasheet view).

Also, useful feature for adding items on fly. There are two ways how to do that: via new item form or inline entering.

Feature List

Feature
Supported lookup data from SharePoint lists in all sites within site collection
Powerful function of searching over lookup list by using a Picker Dialog
Supported lookup data from subfolders
Filtering retrieved data using existing list views
Single and multiple lookup for standard mode and using Picker Dialog
Ability to add and edit lookup items on the fly
Supported default values
Supported Datasheet view, including edit mode
Supported JSLink
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 Cross-Site Lookup?

Default SharePoint Lookup supports only lookup within the same site, so if you need to lookup data from another site, you cannot use it. ArtfulBits Cross-Site Lookup allows users to refer to a list from any site in site collection.

If you want to allow the user to select only some specific items (filtered by desired criteria), you can use filter enabling "Use filtering by list view" option in column settings.

If list contains large amounts of data, it is not very efficient to search for some data using standard SharePoint lookup. ArtfulBits Cross-Site Lookup with Picker Dialog helps to resolve this issue. You can search/filter data in picker dialog, which helps to find the required item quickly.

 Standard Edition
Supported lookup data from SharePoint lists in all sites within site collection   
Powerful function of searching over lookup list by using a Picker Dialog   
Supported lookup data from subfolders   
Filtering retrieved data using existing list views   
Single and multiple lookup for standard mode and using Picker Dialog   
Ability to add and edit lookup items on the fly   
Supported default values   
Supported Datasheet view, including edit mode   
Supported JSLink  * 
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: New/Edit Item Form

From New/Edit Item form user can select one of predefined lookup values.
Also with "Add new item" functionality user can add additional items on fly.

Image 3: View Item Form

View Item form shows selected lookup.

Image 4: List View

List View form shows list of the selected lookup values.

Image 5: Column Settings

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

Image 6: Column Picker Settings

These settings determine values in picker dialog.

Image 7: Picker Dialog

User can easily select lookup value using Picker Dialog.

Preparation for Installation

Before installation, please, check that your target server meets Cross-Site Lookup Column system requirements.

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


1. Installation

Download Cross-Site 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

Cross-Site 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 Cross-Site 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 Cross-Site Lookup Column feature (if deactivated):

4. Product Upgrading

Process of updating Cross-Site 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 Cross-Site Lookup Column will be uninstalled. Or select "Repair" - to repair the Cross-Site 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_Cross-Site_Lookup_v2.2_SP2016.zip
Zip file contains ArtfulBits Cross-Site Lookup Column install files for SharePoint 2016, user guide and install guide documents. For more details about installation process select Installation tab.
2.2 2175 Kb
ArtfulBits_Cross-Site_Lookup_v2.2_FullPack_SP2016.zip
Zip file contains ArtfulBits Cross-Site 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.
2.2 4116 Kb
SharePoint 2013
ArtfulBits_Cross-Site_Lookup_v2.2_SP2013.zip
Zip file contains ArtfulBits Cross-Site Lookup Column install files for SharePoint 2013, user guide and install guide documents. For more details about installation process select Installation tab.
2.2 2175 Kb
ArtfulBits_Cross-Site_Lookup_v2.2_FullPack_SP2013.zip
Zip file contains ArtfulBits Cross-Site 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.
2.2 4114 Kb
SharePoint 2010
ArtfulBits_Cross-Site_Lookup_v2.2_SP2010.zip
Zip file contains ArtfulBits Cross-Site Lookup Column install files for SharePoint 2010, user guide and install guide documents. For more details about installation process select Installation tab.
2.2 2129 Kb
ArtfulBits_Cross-Site_Lookup_v2.2_FullPack_SP2010.zip
Zip file contains ArtfulBits Cross-Site 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.
2.2 4068 Kb
SharePoint 2007
ArtfulBits_Cross-Site_Lookup_v2.0_SP2007.zip
Zip file contains ArtfulBits Cross-Site Lookup Column install files, user guide and install guide documents. For more details about installation process select Installation tab.
2.2 2084 Kb
ArtfulBits_Cross-Site_Lookup_v2.0_FullPack_SP2007.zip
Zip file contains ArtfulBits Cross-Site 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.
2.2 4004 Kb
Documentation
Cross-Site_Lookup_UserGuide.pdf
Cross-Site Lookup column user guide.
875 Kb
Cross-Site_Lookup_InstallGuide.pdf
Installation guide describes installation and licensing steps.
988 Kb


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

Release Notes

Version Notes
v2.2
(April 1, 2016)
New Features:
  • Added SharePoint 2016 support
  • Added Quick Edit support
  • Added JSLink support
v2.0
(April 29, 2013)
New Features:
  • Added SharePoint 2013 support
  • Added possibility of setting up the maximum number of items for picker dialog search
  • Added Russian and German localization
v1.83
(April 27, 2012)
Improvements:
  • Improved adding and editing of the source list items on-the-fly
v1.82
(February 2, 2012)
Bugs Fixed:
  • Fixed cross-site lookup data display in list view web part
v1.81
(December 2, 2011)
Bugs Fixed:
  • Fixed column value editing using Picker Dialog
  • Fixed minor issues
v1.8
(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
v1.7
(November 16, 2010)
New Features:
  • Added Russian and German localization

Bugs Fixed:
  • Fixed minor issues
v1.6
(September 02, 2010)
New Features:
  • Ability to edit lookup items via Edit item form on the fly
v1.5
(August 3, 2010)
New Features:
  • Added Datasheet view support (without converting), including edit mode
v1.43
(July 08, 2010)
Bugs Fixed:
  • Fixed lookup to sub folder (column settings page issue)
v1.42
(June 23, 2010)
Bugs Fixed:
  • Fixed "Allow multiple values" property changing issue (from False to True)
  • Fixed error with 6622 Event ID in Event Viewer (Field type DummyField has duplicated definition)
v1.41
(June 11, 2010)
Improvements:
  • Improved Setup Wizard

Bugs Fixed:
  • Disabled ability of choosing DateTime and Number column as lookup target column for SharePoint 2007
v1.4
(May 28, 2010)
New Features:
  • Added ability to lookup data from subfolder
v1.3
(May 13, 2010)
New Features:
  • Added ability to show additional fields (SharePoint 2010 only)
  • Added relationships behavior: restrict or cascaded deleting (SharePoint 2010 only)

Improvements:
  • Added support DateTime and Number columns as target columns (SharePoint 2010 only)
  • Lookup entries sorting during item editing
v1.2
(April 22, 2010)
New Features:
  • SharePoint 2010 support added

Bugs Fixed:
  • Sorting for lookup multiple values (disabled)
v1.1
(February 01, 2010)
Bugs Fixed:
  • Problem with product version (Setup Wizard only)
v1.1
(January 12, 2010)
New Features:
  • Added ability to add lookup item on the fly

Improvements:
  • Improved picker dialog (Lookup or Title columns are selected by default)
  • Improved column conversation (is more easy and clearly)
  • Improved Setup Wizard
v1.0
(November 02, 2009)
Initial Release

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

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