SharePoint Cascaded Lookup 관련 정보

SharePoint 조회(lookup) 환경을 개선합니다.

SharePoint Cascaded Lookup is a powerful look-up tool that greatly enhances the lookup functionality already native to SharePoint. It quickly cross-references existing data from a list or site within the same site collection and then applies a combination of filters to reduce the number of options presented in the dropdown menu of your lookup field. To use it, you set a combination of filters available in both the source list (the list you are looking up from) and the target list (the list where you want to add looked-up information) to ensure that only applicable values are displayed as choices in the dropdown list.

SharePoint Cascaded Lookup

  • Cascading Lookup - Create cascading drop down fields (e.g. Country ->State ->City) by building parent-child relationships between columns so that values in the child field get filtered or scoped according to what was selected in the parent field, thus narrowing down your choices.
  • Autocomplete - Autocomplete allows users to quickly find and select from a pre-populated list of values as they type, leveraging both searching and filtering.
  • Cross Site Lookup - Cascaded Lookup provides you with a cross site function that gives you the ability to get data from different sites within the same site collection, thus broadening your lookup scope.
  • Filter By Column - Filter retrieved data by one or more column(s) from the target list. This is a quick and easy way to filter a large data set, helping users pinpoint data they need quickly.
  • Multiple Display Styles - Four display styles are available to show retrieved values. They include: dropdown list, left <-> right box, grid view and item picker. Grid view is especially useful when handling a large set of values.
  • Bi-directional Connection - Automatically create a reverse lookup field when creating a Cascaded Lookup column. This enables you to build a bi-directional connection between items in the target and source list.
  • Filter by View - Select a pre-defined view in the target list to filter items presented in the lookup field. This helps refine the values for selection.
  • Available for Calculation - Out of the box SharePoint Lookup fields cannot be used for calculation. Cascaded Lookup column can be used in the "Calculated column" formula to perform calculations.
  • Direct Item Creation - Add new items to the target list using the "Create new item" link directly from the current item form, which accelerates your editing process.
  • Remove Duplicate Items - Cascaded Lookup column provides the option to filter out duplicate values and display only one instance, ensuring more effective value retrieval.
  • Display Relevant Columns - Display relevant columns from the target list alongside the retrieved values on the Item View/Edit form, making it easier to view extra information.
  • Various Supported Columns - Look up values from various columns: Single line of text, Number, Date and Time, Calculated, and some system reserved fields such as Created, Modified and Version.
  • Supports Document Name - Retrieve values from the "Name" field of a document library, allowing users to download a copy directly by clicking the file name on the Item View form.
  • Easy Identification with Icons - Mark Cascaded Lookup columns with ready-made or personalized icons, making columns readily identifiable and pleasing to the eye.
  • Reorder Additional Columns - Add additional columns from the target list to display in the source list and change the order of these columns.
  • Create Reverse Field - Select or use an existing Cascaded Lookup column as reverse lookup field insteading of creating new one.