SP2013 Cascading Lookup in a List

Hello all
I am trying to advertise to my business how SharePoint metadata can replace traditional folder structures, but before I can do this, i need to be able to showcase a multiple level cascading lookup on columns in a list to achieve this.
Now, looking online I have seen various tutorials as to how you do this:
InfoPath - works only on one level
SPCascade - doesnt work in SP2013
Basically, the structure I wanted was:
Level 1
Level 2 - dependent on selection in level 1
Level 3 - dependent on selection in level 2
Level 4 - dependent on selection in level 3
Level 5 - dependent on selection in level 4
Any idea how I can achieve this?
Thanks!

while the view itself can't have the filter pre-defined (stupid, i know)... if the taxonomy column is included in the view, users can filter based on a term, and can choose to include descendent terms.
When a user manually filters the data, the filters are specified in the URL... so you could link directly to those special URLs, which just puts manual filters into the view
Scott Brickey
MCTS, MCPD, MCITP
www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs

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Cascading Lookup columns??

I have a project where I need to create a form. In that form I have several columns. The columns that I have questions about are
1. assignment category
2. Assignment type
I have questions because the user wants these columns to have choices. No problem. But he would like if a certain choice is made in the category column, a field pops up asking what is the code for choice. It is only required for two out of the choices
in the column.
In the assignment type column, there would be 3 choices. If someone selected 2 out of the 3, they would get an additional field. For example, the assignment type has writing, editing, and proofing choices. If a user selected writing, then they would need
to select original writing or rewrite in a field that appeared. If they chose editing, they would need to select Level I or Level II.
First, is this possible? Next, should I use cascade lookup columns? If so, how do I setup the columns that would make the a new column appear once a choice is made?
I know I would have to edit the form and probably use infopath. Any help would be greatly appreciated?
Thank you

You can use this great jquery library to build cascading dropdowns between 2 lists. This code can be added directly to the NewForm.aspx and EditForm.aspx via a script editor.
http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns

Cascading lookup format questions

Hi everyone,
I have a couple of questions regarding formatting the cascading look up fields. I have a list that filters classes and mnemonics by educator which works fine however on the entry form, when the "Educators" drop down menu is changed,
a secondary description box appears. The question is, how do I get rid of that secondary description box?
The second formatting question is that when I have filled out the form, on the edit entry form, there is a hyperlink to the list that the cascading lookup is using as a reference. How do I get rid of that link? See image 002 below

It's not easy to understand the question, please attach the image here.
if you mean to achieve a cascade lookup in SharePoint new/edit form, after selecting one column, the cascaded column below will show with filtered value, otherwise, the column is hidden, you may consider to use JavaScript/JQuery to show/hide the second column,
following is an article about how to use cascaded lookup in SharePoint:
http://www.sharepointboris.net/js/spcd/
Qiao Wei <br/> My blog:http://blog.goobol.com

Gantt View Won't Allow Cascaded Lookup Fields

Why can't I add a Cascaded Lookup Field to a Gantt view for a list in SP 2010? I use Cascaded Lookups to create logical groupings of tasks in the Gantt (e.g. Project and sub-project). The view editor allows me to select a Cascaded Lookup field, but
it will not display. If I try to group on a Cascaded Lookup field, it throws an error.
As a really lame workaround, I can create a copy of the field in the lookup table as a calculated field. In the Cascaded Lookup, I can bring the cloned field in with the primary field. The cloned field displays fine.
Any help or insight is appreciated.
-don

Does the ext directory have the php_oci8.dll? In the original steps the PHP dir is renamed. In the given php.in the extension_dir looks like it has been updated correctly. Since PHP distributes php_oci8.dll by default I reckon there would be a very good chance that the problem was somewhere else. Since this is an old thread I don't think we'll get much value from speculation.
-- cj

Infopath 2013 - Values are not appearing in a drop down field referencing site column which uses lookup in custom list

I have a master custom list that has a set of site columns. For each site column there is a lookup to a custom list with reference data. When I edit the list in data entry view all values in drop down fields work fine, but when I customize the form for
the master list, no data appears in the drop down fields. I can change the data binding on the form so it references the the correct data and when I preview the form it works. But when I publish it, no data is available in these drop down fields.

Hi shakonarson,
According to your description, I try to reproduce your scenario but the lookup field works fine.
When we customize the form for the list in the InfoPath 2013 , it is by design that the Drop-Down List Box control cannot display its value.
For troubleshooting your issue, please take steps as below:
Go to lookup List Box on your form in InfoPath 2013 , right click it and choose “Drop-Down List Properties” from the bottom of your field menu.
Make Sure you select “Get choices from an external data source” and correct Data source.
Make Sure the Xpath of Entries is “d:SharePointListItem_RW” under the dataFields.
Here is a good blog for sorting lookup column DropDown by customizing your list form with InfoPath you can have a look:
Sort SharePoint lookup column Dropdown by customizing your list form
with InfoPath
Hope this helps!
Best Regards,
Eric
Eric Tao
TechNet Community Support

Need a list column do a lookup on another list depending on a condtion

i have two lists EMP and SAL
EMP contains
empid empname
e001 abc
e002 xyz
and SAL contains empid, empname and sal columns
i want the list SAL to have the value of empname populated on the corresponding entry of empid which will be retrived from the EMP list. e.g if one enters e002 in SAL list, the value of the empname should be populated with the associated value.
tnx

This can probably be achieved using a lookup column.
http://office.microsoft.com/en-gb/sharepoint-server-help/create-list-relationships-by-using-unique-and-lookup-columns-HA101729901.aspx
https://www.youtube.com/watch?v=ShLH0mBcA54

Lookup Column Issue - List View Threshold exceeded

We use Sharepoint Foundation 2010 and we have 2 Lists in a site. Those are:
1. Customers List.
2. Sale Invoices List.
Customers List has Title field as Unique & Indexed Column.
Sale Invoices List has a lookup column (i.e., Customer) from the Customers List (Title).
My issue is:
Customers List has just crossed 5000 items. When I try to add a List Item in Sale Invoices List (where I have Lookup Column from Customers List), it throws an error as given below:
Error Message:- This is a lookup column that displays data from another list that currently exceeds the List View Threshold defined by the
administrator (5000). To add items to the current list, please ask the list owner to remove this column.
I have increased temporarily the List View Threshold Limit to 6000 Items. It’s working fine now.
Is there any solution to fix the issue without increasing the List Items Threshold Limit?
Thanks in Advance.

Hi Sri,
If this activity (adding item) is done programmatically, then we can set
SPList.EnableThrottling = false
but this approach is not recommended though.
Please let us know if this fixes your issue.
Thanks,
M.Gubendra Raj

Lookup in another list when filtering in a view

Hello,
I need help with a public view for a list. This is my filter now:
<View Name="{F9165834-6860-4EB5-A7FE-D96CE334DF70}" Type="HTML" DisplayName="My group - not assigned" Url="/sites/RomaniaL1SD/Lists/Opened tickets/My group not assigned.aspx" Level="1" BaseViewID="1" ContentTypeID="0x" ImageUrl="/_layouts/15/images/generic.png?rev=23" ><Query><OrderBy><FieldRef Name="Modified" Ascending="FALSE"/><FieldRef Name="Requester" Ascending="FALSE"/></OrderBy><Where><And><Eq><FieldRef Name="Assignment_x0020_group"/><Value Type="Text">EMEIA Romania Service Desk Management Level 1</Value></Eq><IsNull><FieldRef Name="Assignment_x0020_Person"/></IsNull></And></Where></Query><ViewFields><FieldRef Name="ID"/><FieldRef Name="Requester"/><FieldRef Name="Short_x0020_description"/><FieldRef Name="Assignment_x0020_group"/><FieldRef Name="Assignment_x0020_Person"/><FieldRef Name="Ticket_x0020_Status"/><FieldRef Name="Ticket_x0020_Priority"/><FieldRef Name="Attachments"/></ViewFields><RowLimit Paged="TRUE">30</RowLimit><Aggregations Value="Off"/><JSLink>clienttemplates.js</JSLink><XslLink Default="TRUE">main.xsl</XslLink><Toolbar Type="Standard"/></View></XmlDefinition>
So this view displays all the items where the Assignment group is "EMEIA Romania Service Desk Management Level 1" and the Assignment person "IsNull".
What I need is to modify this, to filter
by the Assignment group taken from another list and where in that list the person is [Me]
--- I have another list with a 1st Person column, and a 2nd column which contains an Assignment group for each person and this is where I want to look ---
Please let me know if this is feasible from SharePoint Designer.
Kind Regards,
Alex

Hi,
Per my understanding, you might want to filter the current list view with values from other list.
Modifying the CAML statement in SharePoint Designer won’t be capable of this requirement cause we will need to query data from other list.
In my opinion, custom code with CAML query would be required to query the “Assignment group” column and the “Assignment person” from the other list, then apply filter
to the current list view.
A possible solution is that you can use JavaScript Client Object Model to do the query job, with the retrieved values, filter the current list view using JavaScript.
The links below about
accessing list items using JavaScript Client Object Model would be helpful:
How to: Create, Update, and Delete List Items Using JavaScript
http://msdn.microsoft.com/en-us/library/office/hh185011(v=office.14).aspx
Common Programming Tasks in the JavaScript Object Model
http://msdn.microsoft.com/en-us/library/office/hh185015(v=office.14).aspx
About how to filter a list view using query string in URL:
http://sharepointificate.blogspot.jp/2012/12/filtering-listviews-with-url-query.html
Best regards,
Patrick
Patrick Liang
TechNet Community Support

SP2013: create webpart for external list

Hi there,
I have created an external content type and a external list for several entities from an sql server database. What I want to do now is, to develop a webpart / form (most likely in Visual Studio 2012) where I can add functionality to that external list. E.g.
I want to use an file picker dialog in order to select a document library and store it's ID to a field in the external list. Stuff like that.
Can anyone give me some points to start from? Actually I have read a lot about the basics of webpart developement, but in that case I'm not sure how to start extending this external list to a GUI with several functions for the users.
Would be awesome to get some help here,
kind regards, Jill

Hello Jill,
Please check the below post below it addresses the same question
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/06389ca3-9148-4de8-ba08-f275564358f4/external-list-with-custom-forms-neweditdisplay?forum=sharepointdevelopmentprevious
Hope that helps|Amr Fouad|MCTS,MCPD sharePoint 2010

SP2013-"Shared With" abnormality for Lists.

This is an on premise SharePoint 2013 installation. I routinely customize permissions for folders created within a Document library. I also routinely customize permissions for a List as a whole. But, I want to customize permissions for folders
I created in a List just like for folders in a Library. The "Shared With" module fails - times out. I can't break inheritance nor assign unique permissions to a list folder even as site owner.

UPDATE!
The "shared with" module perhaps in combination with other things is to blame. It is an intermediate step to launching the advanced permissions module. When the module fails, I can't launch manage permissions module even though I have
permissions. I found a work-around to by-pass the "shared with" module.
Select SITE SETTINGS gear.
Under Site Administration, select CONTENT & STRUCTURE.
Select the applicable list from site contents to expose items of the list including any folders.
Carefully hover over a folder to activate the dropdown associated with the folder name.
**PAYOFF** select the "MANAGE PERMISSIONS" from drop down options. The advanced controls module launches to permit breaking inheritance and assign unique permissions.
This does not fix the "Shared With" module failure itself, but offers another route to the desired end.
Cliff

SP2013 Form to populate a list without granting permissions

Hey All,
I have someone who wants a way to populate specific fields in a list, without granting permissions to the site or list. I don't think it can be done, but I figured I would check with everyone anyways. Is it possible?
Thanks for the help!
J

You are right. without permission it is not possible.
Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

Lookup two objects list values in one object are not in the other object

Hi,
I have two sources of reference numbers that ties our whole system together. Let's call them RefCodeSystemA and RefCodeSystemB. I would like to build a webi report that shows the Values in RefCodeSystemA that a NOT in RefCodeSystemB. I can easily find out the matching ones but not the NON matching onces?
Any suggestions on a simple query to do this?

Hi Galvin,
Hope you can use the Minus at the Query pannel.
We have Union,Intersection,Minus hence you can get it from that.
Please let me know if you need details for this.
Regards
Prashant

Cannot add hub-managed content type with external list lookup columns to a list -- Error:Id field is not set on the external data field

This is a variation on the issue mentioned in this
post
We are using SP 2010 Content Hub to manage our content types. On the content hub we've created a couple of exteranl lists, and then created some site columns as lookups against these lists. We then added the columns to one of our content types
and set it to publish.
After the publishing job executed, I tried adding the content type (which now appears on the subscriber sites) to one of the document libraries on one of the subscriber sites. When I did that it threw the following error:
Microsoft.SharePoint.WebControls.BusinessDataListConfigurationException: Id field is not set on the external data field
at Microsoft.SharePoint.SPBusinessDataField.CreateIdField(SPAddFieldOptions op)
at Microsoft.SharePoint.SPBusinessDataField.OnAdded(SPAddFieldOptions op)
at Microsoft.SharePoint.SPFieldCollection.AddFieldAsXmlInternal(String schemaXml, Boolean addToDefaultView, SPAddFieldOptions op, Boolean isMigration, Boolean fResetCTCol)
at Microsoft.SharePoint.SPContentType.ProvisionFieldOnList(SPField field, Boolean bRecurAllowed)
at Microsoft.SharePoint.SPContentType.ProvisionFieldsOnList()
at Microsoft.SharePoint.SPContentType.DeriveContentType(SPContentTypeCollection cts, SPContentType& ctNew)
at Microsoft.SharePoint.SPContentTypeCollection.AddContentTypeToList(SPContentType contentType)
at Microsoft.SharePoint.SPContentTypeCollection.AddContentType(SPContentType contentType, Boolean updateResourceFileProperty, Boolean checkName, Boolean setNextChildByte)
at Microsoft.SharePoint.SPContentTypeCollection.Add(SPContentType contentType)
at Microsoft.SharePoint.ApplicationPages.AddContentTypeToListPage.Update(Object o, EventArgs e)
at System.Web.UI.WebControls.Button.OnClick(EventArgs e)
at System.Web.UI.WebControls.Button.RaisePostBackEvent(String eventArgument)
at System.Web.UI.Page.RaisePostBackEvent(IPostBackEventHandler sourceControl, String eventArgument)
at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)   b55297ed-717f-466d-8bdc-297b20344d3f
I checked the external content type configuration and it did specify an "id column". Anyone know if what I am attempting to do is possible and if so, what special configurations are required?
Thanks

The issue is not External Content type or external list but the look up column.
It's not possible to publish a look up column via the Content Type Hub.
If you need to do this then an alternate way is to use a Managed Metadata column instead, otherwise you will have to implement this via a feature.
Varun Malhotra
=================
If my post solves your problem could you mark the post as Answered or Vote As Helpful if my post has been helpful for you.

When clicking on a lookup, firefor does not allow me to select from the list

When I use firefox, the website I am on has lookup fields located on it, firefox does not allow me to select my preferred option from the list. also when I slect another lookup from a list it displays the message 'invalid lookup value located in field ......'
This does not happen in IE

Start Firefox in [[Safe Mode]] to check if one of the add-ons is causing the problem (switch to the DEFAULT theme: Tools > Add-ons > Themes).
* Don't make any changes on the Safe mode start window.
See:
* [[Troubleshooting extensions and themes]]
* [[Troubleshooting plugins]]
If it does work in Safe-mode then disable all extensions and then try to find which is causing it by enabling one at a time until the problem reappears.
* Use "Disable all add-ons" on the [[Safe mode]] start window to disable all extensions.
* Close and restart Firefox after each change via "File > Exit" (Mac: "Firefox > Quit"; Linux: "File > Quit")

When creating a "lookup" column be able to display not only one column from the other list, but additional columns

With the lookup technique, it is possible to select an item from another list and display one column of this item
It is obviously possible to create several lookup columns on the same list and therefore display several columns
There’s a high risk of not selecting the same item and therefore have inconsistent columns
The Requirement therefore consist of being able of displaying several columns of the same item from the other list, based on one unique selection
Example:
In list(x), define lookup column on list (y), column Title (possible today)
Then define a “secondary” lookup column on same list, column Code
The effect would be that when selecting an item from list (X), both Title and Code would show up consistently in 2 different columns of list (Y)
All possible solutions are welcomed

If you are using SharePoint 2010, you can retrieve additional columns when adding a Lookup. If you are using 2007, there is no direct OOTB way, but the following two posts provide potential work-arounds:
https://www.definitivelogic.com/blog/microsoft-sharepoint-2007-pulling-column-data-one-list-another-based-common-list-field
http://stefan-stanev-sharepoint-blog.blogspot.com/2010/11/sharepoint-2007-associated-lookup.html
Dimitri Ayrapetov (MCSE: SharePoint)

SP2013 Cascading Lookup in a List

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