NextDocs Filtered Lookup Site Column

A NextDocs filtered lookup column filters the choices that will be displayed based upon a previous selection. For example, within a corporation you may have a number of companies which contain specific departments with specific employees. When you select a company, the filtered lookup will filter out departments that do not exist for that company. When you select a department, the filtered lookup will filter out employees that do not work in that department.

To configure a NextDocs filtered lookup column, enter a name in the Column name textbox and complete the common properties. Then complete the additional column settings unique to this type of column.

Additional Column Settings for a NextDocs filtered lookup site column:

  1. Select root field to designate that this is the highest level NextDocs Filtered Lookup field by clicking on the checkbox for “Enable if this is root field”. If this is checked only the source list and filter column will be available for selection. By default this is set to disabled.
  2. Source list - select a source list in the “Get information from the following lists” menu. This identifies the list or library containing the items to be used as choices.
  3. Lookup column specifies the column to be used to do the lookup on the list.
  4. Value column specifies the value to be searched for in the lookup list.
  5. Filter column specifies the filtering column.
  6. Allow multiple values enables selection of more than one value and can only be used at the lowest level.
    Tip: You would need to have the list containing the lookup information prepared before you could set up this column.

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