SharePoint Dual Lookup Field Type
The SharePoint Dual Lookup Field Type enables a new space of solutions for SharePoint. This is achieved by providing a most sophisticated new SharePoint field type with the new capability of connecting various entities (list items) in SharePoint. By using the KWizCom SharePoint Dual Lookup Field Type, you will be able to provide new SharePointsolutions.
KWizCom SharePoint Dual Lookup Field enables you to:
1. Automatically create a two-way connection between different libraries / lists. This enables you to easily navigate from one item to all the items connected to it from different libraries/lists. For example: when you create a dual lookup field in "Orders" list that connects each order to a customer in "Customers" list, a reverse lookup will automatically be created in the customers list:
This enables you to easily manage all customer's orders directly from the customer's "view item" page.
2. Create a filtered lookup which allows the displaying of a filtered list of the items in the target list, according to a defined view, from the lookup field.
For example: when a sales agent creates a new order item, we wish that he'll be able to pick a customer from a lookup field (which will be connected to "Customers" list). We wouldn't want to present ALL of the customers list, but only a filtered list of managed customers. This can now be easily implemented by defining a view "My Customers" in the "Customers" list, and by creating a "Customer" dual lookup field in the "Orders" list that connects to the "Customers" list through the "My Customers" view.
3. Create cross site lookup which allows you to connect not only to a list in the current site but also to any list/library in the entire site collection.
The "Dual Lookup" field type has several properties you can configure:
- Get information from site - choose between the current site (default), the site collection (most top level site) or in the following site meaning a specific site in the current site collection, which you specify in the text box and press Load.
- Get information from list - choose the list or library to get the required information from.
In this column - choose the name of the column you wish to get information from and display in the lookup field. - Filter item by this view - choose the view from the list or library you wish to use for filtering the displayed items in the lookup field.
- Use this view to filter the displayed connected items in the item's "view properties" page - If you check this checkbox, the table that displays all connected items from the target list, will be also filtered by the chosen view in the "Filter items by this view" field.
- Allow multiple value - Check this checkbox if you want this to be a multi-select lookup field.
- Display connected items detailed table in the item's "view properties" page - in order to display a detailed table with information about the connected items in the item's "view properties" page, check this checkbox.
- Columns for detailed table - choose the columns that will be displayed in the detailed table showing the information about the items from the target list or library.
- Create a reverse lookup field in the target list - Check this checkbox in order to create the a lookup field in the target list that connects it to the current list.
- Column name - The name of the lookup column that will be created in the target list.
- Display data from the current list's column - Select the column in the current list that the created lookup column on the target list will be connected to.
- Filter item by this view - choose a view that wil be used to filter the content of the created lookup column in the target list.
- Use this view to filter the displayed connected items in the item's "view properties" page - If you check this checkbox, the table that displays all connected items from the current list, will be also filtered by the chosen view in the "Filter items by this view" field.
- Allow multiple value - in order to allow multiple values in the field check the checkbox.
- Display connected items detailed table in the item's "view properties" page - in order to display a detailed table with information about the connected items in the item's "view properties" page, check this checkbox.
- Columns for detailed table - choose the columns that will be displayed in the detailed table showing the information about the items from the current list or library.