In this example I demonstrate Service type store with
SharePoint Lists. You’ll need to create four lists, two with lookup information
for the cascading drop down.
Create the SharePoint Lists
Create two custom lists. These custom lists form the basis
for the lookups, which the main list will look the cascading information up
from.
1. Navigate
to a SharePoint Team Site.
2. Click the
Site Settings icon, and select Add an App. Select Custom List, and call it
"Countries". Click Create.
3. Open the
newly created SharePoint list, and click new item. In the Title field, enter
your required country names.
Create the Second SharePoint List - ProvinceDetails
1. Click the
Site Settings icon, and select Add an App. Select Custom List, and call it
"ProvinceDetails". Click Create.
2. Open the
new list, click on the List tab and select List Settings.
3. Click
Create column from the available options.
4. Fill in
the following options:
a. Type
“CountryData” as the Column name.
b. Select
Lookup (information already on this site) in The type of information in this
column is section.
c. Select
Yes for Require that this column contains information.
d. Select
Contries from the Get information from drop-down.
e. Select
Title from the In this column drop-down.
f. Navigate
to the list and click on new item.
g. Type
“Western” in Title.
h. Select
“Sri Lanka” from the CountryData drop-down and click Save.
i. Likewise
you can add required province information according to the Country.
Create the Second SharePoint List - DistrictDetails
1. Click the
Site Settings icon, and select Add an App. Select Custom List, and call it
" DistrictDetails". Click Create.
2. Open the
new list, click on the List tab and select List Settings.
3. Click
Create column from the available options.
4. Fill in
the following options:
a. Type
“ProvinceData” as the Column name.
b. Select
Lookup (information already on this site) in The type of information in this
column is section.
c. Select
Yes for Require that this column contains information.
d. Select
ProvinceDetails from the Get information from drop-down.
e. Select
Title from the In this column drop-down.
f. Navigate
to the list and click on new item.
g. Type “Colombo”
in Title.
h. Select “Western”
from the ProvinceData drop-down and click Save.
i. Likewise
you can add required district information according to the Province.
Create a custom list for Services and enter values as
follows.
Customizing the
SharePoint List Form using Nintex Forms
Now that we have created the three lists required for the
cascading drop down, we need to create the Nintex Form to display this
information on a SharePoint list.
1.
Create a new list and click Nintex Forms in the
Ribbon.
2.
Select all of the controls on the form except
the Nintex Forms label, the Save, and the Cancel buttons.
3.
Right-click and select Delete.
4.
Add two Label controls to the form and change
their title to “Country Name”, “Province Name”, “District Name”, “Service Name”
and “Service Type”.
5.
Add a List Lookup control from the SharePoint
category of the Form Controls. Place the List Lookup control next to the Country
label. Resize the control to reduce its default height. Double-click on the
action to open the settings.
6.
Type “CountryText” as the Name of the control.
7.
Select Countries from the Source List drop-down,
and click Save.
8.
Add another List Lookup control from the
SharePoint category of the Form Controls. Place the List Lookup control next to
the Province Name label. Resize the control to reduce its default height.
Double-click on the action to open the settings.
9.
Type “ProvinceText” as the Name of the control.
10.
Select ProvinceDetails from the Source List
drop-down.
11.
Expand the Filtering section:a.Select By a
controls value from the Filter available selections drop-down.
12.
Type “CountryData” in the Where field box.
13.
Select CountryText from the Filtered by control
drop-down. Click Save.
14.
Do the same for District
Name controls by filtering data from “DistrictDetails” List with “ProvinceData”
coulumn.
15.
Add a List Lookup control from the SharePoint
category of the Form Controls for Service Name and bind data from Services
List.
16.
Add a calculate
field to get key field by combining Service and District
Preview the Form
1. In the Ribbon, click on Preview. Select Generate Preview,
and test out the cascading dropdown.
2. When the configuration of the form is complete, Save and
Publish.
You can add custom java script function to “Client
Click” property in save button to prompt message box:
window.alert("Your
Custom Alert");return true;
If we add a duplicate record it will
indicate using the calculated field key.
Create Read Form
Add a new List for Service From and add two
labels, one text box and list lookup control to read value from our main form.
Configure list lookup with Main list and
get Service Type to drop down list.
