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Usage examples

To demonstrate the various Cascading LookApp features, we’ll be using the following example:

 

In the “Sales Leads” list we have two Lookup fields: “Account“ and “Account Contacts”:



The “Account” lookup column is connected to the Customers list, and the “Account Contacts” lookup column is connected to the Contacts list.

These two lists (Customers and Contacts) are connected, so in the Contacts list there’s a lookup field connecting every contact to a customer:



The Customers list includes the following columns:



 

Example 1: Converting the “Account” Lookup to a Cascading LookApp

The following screenshot shows the settings for the “Account” column:




Settings (1) and (2) connect the “Account” Cascading LookApp column to the Customers list, and the lookup column is “Company name”.

Settings (3) adds 2 additional columns from the target list as run-time filters that will be displayed above the Cascading LookApp.
Here’s how the field looks like in the New/Edit form after we save these settings:




The added features comparing to a regular Lookup field are:
  • You can now also type a value that will filter the displayed options in the lookup, here’s an example when typing the letter “c”:

  • You can filter the displayed items by the filters above the field, so for example if I choose the value “Robin” in the “Act. Mgr” field, I will see only accounts that match that value:


Example 2: Converting the “Account Contacts” Lookup to a Cascading LookApp


The following screenshot shows the settings for the “Account Contacts” column:




Settings (1) and (2) configure the cascading behavior: “Account” field will filter the “Account contacts” field:
Setting (1) configures the “Account contacts” column to be filtered by the “Account” column.
Settings (2) defines how to accomplish that filtering: When user selects an account, this select value will be compared with the value of the “Customer” column in the Contacts list (which is te target list for this lookup), and only items that match that value will be displayed.
Setting (3) will display a “add a new contact” link below the “Account contacts” LookApp field that will enable users to quickly add new contacts directly from the current form.

Here’s how the “Account contacts” field looks like in the New/Edit form after we save these settings:



So now, when selecting an account, only that account’s contacts are displayed.
In addition, the “add a new contact” appears below the field, enabling to add new contacts without directly from this form.

 
Details
Last modified at: 11/16/2020 7:10 AM
Last modified by: Nimrod Geva
Type: User-guide
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Article has been viewed 844 times.

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