- 1 Prerequisite
- 2 Set up lists
- 3 Configuration
- 4 Child list
- 5 Alternate connection
You find the full user manual here: http://spjsblog.com/vlookup-for-sharepoint/vlookup-user-manual
This guide will walk you through setting up a connection between two lists using the vLookup for SharePoint plugin in a Dynamic Forms for SharePoint enhanced form.
Before you can set up this vLookup connection you need to have a working DFFS solution set up in the “Parent” list. You must also add a list “Child” somewhere in the site collation. This tutorial uses a list in the same site as the “Parent” list.
This tutorial will not cover the setup of DFFS, but you can find information here: http://spjsblog.com/dffs/dffs-download-and-installation/
The screenshots are from the latest version of DFFS and vLookup for SP 2010 / 2013. If you are using an older version of the plugins, or you use SP2007, you cannot use this approach for the connection between “Parent” and “Child” list.
The concept is still the same, but you cannot create children from NewForm, and must use for example a lookup column in the child list targeting the parent list as the connection.
Set up lists
Start by setting up two custom lists: “Parent” and “Child”.
In this example I will set up the connection in a way that adds support for adding children directly from NewForm of the parent list item.
This is done by adding one field”_vLookupID” in the “Parent” list, and a field”_vLookupParentID” in the “Child” list.
You find relevant information for each setting by hovering over or clicking on the question mark.
In the Parent list, enter DFFS setup and go to the Misc tab.
Create the vLookup column
This is the column that “holds” the connection to the child items.
Click “Add new field” to open the “Create column” dialog.
This button is not present in SP2007 and you must add fileds form the regular list settings page.
When the vLookup field has been created, go to the vLookup tab in DFFS backend:
Add _vLookupID column to “Parent” list
This column is used to hold an unique item ID to use for the connection between “Parent” and “Child”.
Click the “Using vLookup from NewForm” header and set up the column “_vLookupID” in the “Parent” list by clicking the “Add column” button.
Click the field name to open the configuration for this field.
Set up list connection
Add the child list “Display Name” or list GUID and click “Connect to list”. This will ensure the connection is set up correctly.
Then click “Show all fields in the child list” and add the “_vLookupParentID” field to the child list.
Add _vLookupParentID column
Verify that the new field is listed in the field table when you have added the field.
Set up the query
Set up the fields to show in the child table
Use the table found under “Show all fields in the child list” for a complete list of fields in the “Child” list.
Configure the “Misc” settings like this:
Add new item
Configure the “Add new item” settings like this:
Save the settings by hitting the save button in the bottom right corner.
Exit DFFS setup. Your form should look like this:.
You now need to do one of the following:
- Set up DFFS in the “Child” list
- Use the vLookup receiver for NewForm in the “Child” NewForm page
This tutorial uses the vLookup receiver for NewForm.
Add vLookup receiver to NewForm
This is only necessary when you are not using DFFS in the child form.
Edit the default NewForm and add a CEWP with a link to the “vLookup_ListView.html” file.
You find this file as part of the DFFS JSLink download package, but you can easily create it by looking at the format in the user manual: http://spjsblog.com/vlookup-for-sharepoint/vlookup-user-manual/#vLookup_receiver_for_NewForm
Save the form and return to the “Parent” list to test the connection by pressing the “New child item” link.
This is how the child items show up in the parent. You find more information about how to configure all the options in the user manual: http://spjsblog.com/vlookup-for-sharepoint/vlookup-user-manual
When using this approach, you don’t need to add the fields “_vLookupID” and the “_vLookupParentID” that are described above. Please note that using this approach you cannot add children from NewForm.
This example uses a regular lookup column in the “Child” list that looks up in the parent items “Title” field.
The only things you need to change in the setup described above, are the “Query” and the “Prefill values in child” setting.
The field “ParentItem” in the “Child” list is a regular lookup column targeting the “Parent” list.