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4. Set Up Cascading Data Input

Set Up Cascading Data Input

updated 11 Sep 2018

A dataset can contain multiple lookup columns and they can all be separate, simple lookups. But where there is a hierarchical relationship between lookups, you can set one column to be dependent on another.

For example, if there are 2 columns pointing to a dataset containing geographical information.

• Regions (Europe, Asia, Americas…)
• Countries (UK, France, Germany, China, USA, Canada…)

When people choose a region, they can select a country within that region – their choices for country depend on which region they picked. Or if they prefer, select a different region and country combination

 

This dependency is set by using “cascading input” and two lookups pointing to the same dataset.

How to create a Hierarchical Lookup using Cascading Data Input

1. Create a dataset to hold the lists e.g. Region and Country.
2. Add a lookup column e.g. “Region”.
3. Add another lookup column e.g. “Country” pointing to the same dataset.
4. Press Save
5. Modify the dataset, select the Advanced tab.
6. Press Add cascading dependency to create the dependency relationship.
7. Press Add to add the cascading dependency.
8. Press Save to save the changes to the dataset.

 

 

When entering data you can choose a different country for that region or a different region/country combination.

 

 

TIP A hierarchical relationship is the most common use of cascading input, but it can be used for any relationship where only some combinations of values are valid. For example, some products might only be available in some countries.