Cascading LookApp (Microsoft 365)
Cross-site, filtered, cascaded Lookup field for SharePoint Online
The Cascading LookApp field enables non-technical business users to turn SharePoint Lookup columns into “Super Lookup” columns that include the below-mentioned additional capabilities.
Easily create lookup to lists across the SharePoint site-barrier. Now with the Cascading LookApp you can create a lookup to remote lists that are located in various sites.
Now you can easily create lookup fields that are filtered by list view, which enables displaying different lookup content to different users!
Easily filter field values by other fields in the same list.
Example: would you like to display “Region”, “Country” and “City” fields, where each one filters the next field? SharePoint Cascading LookApp empowers you to implement that with just the click of a button!
Do you have a long drop-down of values requiring users to scroll-up and down until they find what they need?
No more! With KWizCom’s Cascading LookApp you can simply type part of the text you are looking for and the matching items will appear for selection.
Do you have a lookup connected to a list including duplicate values?
Now you can filter the lookup by other columns from the lookup list, enabling you to display only unique values and make it a lot easier for users to find what they need!
Key Features & Benefits
|Feature||KWizCom Cascading LookApp|
|Cross-site Lookup fields|
|Filter lookup values by view|
|Filter lookup values by typed text|
|Filter lookup values by other column values from the target list|
|Cascaded lookup fields|
Version 2.0.36, Jun-30-2020
|6796||Fixed: Filtering by another column not showing values in modern forms|
|6812||Added: Cascading LookApp does not allow you to look up a calculated column|
Version build 2.0.35, May-13-2020
|6448||Fixed: Breadcrumbs in Cascading LookApp settings page are not clickable|
|6568||Fixed: 'Filter by another column in this list' dropdown doubling the options|
|6610||Added: Improve Cascading LookApp settings page load time|
|6651||Fixed: The Cascading settings page won't open on the SP2019 (app on 2019 server)|
Version 2.0.33, Apr-23-2020
|6537||Fixed: Cannot revert cascading lookApp in modern UI|
Version 2.0.29, Oct-24-2019
|6285||Fixed: Cascading lookapp fields will not show values if the source is a document library and any view is used to filter values|
Version 2.0.24, Dec-20-2018
|5906||Fixed: filtering items in the Cascading LookApp column is not populating any values|
Version 2.0.22, Apr-09-2018
|5674||Improved: Performance improvements in IE/Firefox|
Version 2.0.21, Feb-15-2018
|5000A||Fixed: When additional filters from the lookup list displayed + kwizcom forms used - the lookup field stretches|
Version 2.0.20, Jan-12-2018 - Base version
|5561||Fixed: cascading lookAPP sometimes unable to detect document libraries that it is launched in|
For apps to work on your O365 tenant, you need to allow custom script. Click to view detailed instructions.
KWizCom Apps can be used on SharePoint Online as well as SharePoint 2019 on-premise environments.
Installation steps can be found below:
1. Download required packages to your desktop
a. Download the KWizCom App Foundation zip file and unzip it on your desktop.
b. Download the product app package zip file and unzip it to your desktop.
2. Upload packages to your SharePoint environment
This step’s instructions are different for SharePoint Online and SharePoint 2019 server:
- As a Tenant Admin, go to the “Apps for SharePoint” library in your Tenant App Catalog site
(To learn more about how to manage your company’s App Catalog, please refer to the relevant Microsoft documentation for SharePoint On-Premises and for SharePoint Online)Upload the product app’s package from the extracted product app’s zip file.
- Upload the KWizComAppsFoundation.app package from the extracted KWizCom Apps Foundation zip file.
- Upload the kwizcom-modern-apps-upgrade.sppkg package from the extracted KWizCom Apps Foundation zip file.
After the package is uploaded you will see the following popup:
Make sure the “Make this solution available to all sites in the organization” is checked, then click “Deploy” button to properly deploy it.
COMMENT: if you do not want to deploy this app to all sites, uncheck the “Make this solution available to all sites in the organization” checkbox before you deploy it. In this case, go to each site you want to use this app, and now it will show-up as an app you can add to specific sites.
SharePoint 2019 Server
Before you install any apps you must make sure your SP2019 server is properly configured to host apps, by following the MS documentation:
- As a Farm Admin, go to the “Apps for SharePoint” library in your Tenant App Catalog site
- Upload the product app’s package from the extracted product app’s zip file.
- Install and deploy the KWizCom Apps Foundation Full Trust.wsp package using the PoSH script from the extracted zip file
or by using the standard SharePoint Add-SPSolution and Install-SPSolution commands.
3. Add the apps to your site
- Go to the site where you want to have the app and go to “Site contents”
- Click “New” menu and select “App”.
- Click “From Your Organization” link on the left side:
- Add the KWizCom Apps Foundation app.
(IMPORTANT: The KWizCom Foundation app needs to be added to a site only once per tenant, no need to add it to any other sites where you use KWizCom apps)
- Add the product app to your site/s.
Update your installed app with a new version
When a new app build is released there is no need to re-install the solution package.
All you need to do is:
- Clean your browser’s cache and close all browser windows.
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