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Parent Selector Version 2.1


Parent Selector Column is intended to lookup to self (containing list) in order to display hierarchical data. Main difference with standard Microsoft® SharePoint® Lookup is absence of own item (standard SharePoint Lookup contains own item)

Parent Selector column

Users can also use the picker dialog to choose data from large lists.

Parent Selector picker dialog function

You can easily convert existing standard Lookup column to "ArtfulBits Parent Selector" column and use data filtering, picker dialog, and other features. Conversion of ArtfulBits Parent Selector to standard Lookup allows editing content in Datasheet view.

Feature List

Feature
Exclude own item from lookup list
Supported lookup data from subfolders
Powerful function of searching inside lookup list by using a Picker Dialog
Filtering retrieved data using existing list views
Single and multiple lookup for standard mode and using Picker Dialog
Validating Hierarchical Integrity (checking whether hierarchical data is non-cyclic)
Supported default values
Supported Datasheet view
Conversion between "ArtfulBits Parent Selector" column and standard SharePoint "Lookup" column
Language pack support (desired localization could be added by request)

Why ArtfulBits Parent Selector Column?

If you have hierarchical data in a list and you need to lookup data in own list (containing list), using ArtfulBits Parent Selector column is the best choice.

 Standard Edition
Exclude own item from lookup list   
Supported lookup data from subfolders   
Powerful function of searching inside lookup list by using a Picker Dialog   
Filtering retrieved data using existing list views   
Single and multiple lookup for standard mode and using Picker Dialog   
Validating Hierarchical Integrity (checking whether hierarchical data is non-cyclic)   
Supported default values   
Supported Datasheet view  * 
Conversion between "ArtfulBits Parent Selector" column and standard SharePoint "Lookup" column   
Language pack support (desired localization could be added by request)   

* - SharePoint 2010 only.

Image 1: New/Edit Item Form

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

Image 2: Display Item Form

View Item form shows selected lookup.

Image 3: List View

List View form displays list of the selected lookup values.

Image 4: Parent Selector Column Settings

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

Image 5: Parent Selector Column Settings with Picker

These settings determines values in picker dialog.

Image 6: Parent Selector Column Sorting

User can sort items in list view according to the values in the Parent Selector column.

Image 7: Parent Selector Picker Dialog

User can easily select lookup value using Picker Dialog.

Preparation for Installation

Before installation, please, check that your target server meets Parent Selector Column system requirements.

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


1. Installation

Download Parent Selector 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

Parent Selector 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 Parent Selector 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 Parent Selector Column feature (if deactivated):

4. Product Upgrading

Process of updating Parent Selector 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 Parent Selector Column will be uninstalled. Or select "Repair" - to repair the Parent Selector 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_Parent_Selector_v2.1_SP2016.zip
Zip file contains ArtfulBits Parent Selector Column install files for SharePoint 2016, user guide and install guide documents. For more details about installation process select Installation tab.
2.1 1976 Kb
ArtfulBits_Parent_Selector_v2.1_FullPack_SP2016.zip
Zip file contains ArtfulBits Parent Selector 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.
2.1 3917 Kb
SharePoint 2013
ArtfulBits_Parent_Selector_v2.1_SP2013.zip
Zip file contains ArtfulBits Parent Selector Column install files for SharePoint 2013, user guide and install guide documents. For more details about installation process select Installation tab.
2.1 1977 Kb
ArtfulBits_Parent_Selector_v2.1_FullPack_SP2013.zip
Zip file contains ArtfulBits Parent Selector 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.
2.1 3916 Kb
SharePoint 2010
ArtfulBits_Parent_Selector_v2.1_SP2010.zip
Zip file contains ArtfulBits Parent Selector Column install files for SharePoint 2010, user guide and install guide documents. For more details about installation process select Installation tab.
2.1 1974 Kb
ArtfulBits_Parent_Selector_v2.1_FullPack_SP2010.zip
Zip file contains ArtfulBits Parent Selector 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.
2.1 3913 Kb
SharePoint 2007
ArtfulBits_Parent_Selector_v2.0_SP2007.zip
Zip file contains ArtfulBits Parent Selector Column install files, user guide and install guide documents. For more details about installation process select Installation tab.
2.1 1992 Kb
ArtfulBits_Parent_Selector_v2.0_FullPack_SP2007.zip
Zip file contains ArtfulBits Parent Selector Column and License Manager install files, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.1 3912 Kb
Documentation
Parent_Selector_UserGuide.pdf
Parent Selector column user guide.
712 Kb
Parent_Selector_InstallGuide.pdf
Installation guide describes installation and licensing steps.
986 Kb


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

Release Notes

Version Notes
v2.1
(April 1, 2016)
New Features:
  • Added SharePoint 2016 support
v2.0
(April 29, 2013)
New Features:
  • Added SharePoint 2013 support
  • Added possibility of setting maximum item count for picker dialog search
  • Added Russian and German localization
v1.71
(December 2, 2011)
Bugs Fixed:
  • Fixed column value editing using Picker Dialog
  • Fixed minor issues
v1.7
(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
v1.61
(December 11, 2010)
Improvements:
  • Added Content Type support

Bugs Fixed:
  • Fixed minor issues
v1.6
(November 16, 2010)
New Features:
  • Added Russian and German localization

Bugs Fixed:
  • Fixed minor issues
v1.51
(August 11, 2010)
Improvements:
  • Allowed assembly partially trusted callers

Bugs Fixed:
  • Fixed problem with adding new Parent Selector column to list (SharePoint 2010 only)
v1.5
(August 03, 2010)
New Features:
  • Added Datasheet view support
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
v1.11
(February 01, 2010)
Bugs Fixed:
  • Problem with product version (Setup Wizard only)
v1.11
(January 14, 2010)
Bugs Fixed:
  • Problem with some SharePoint language packs
v1.1
(January 12, 2010)
New Features:
  • Added Validate Hierarchical Integrity (checking whether hierarchical data is non-cyclic)

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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