Configure SharePoint

This section provides instructions for creating SharePoint lists used for the cascading lookups.

The following lists are used in this example.

  • Country - to define countries
  • Store - to define stores by city and indicate related countries, using the Country list
  • Store Feedback - to store data from form selections

The SharePoint lists form the basis for the cascading lookups, enabling the form to limit the list of stores according to the selected country.

Example of lists used for cascaded lookups

Follow the instructions below to create the SharePoint lists.

Note: For detailed instructions on adding lists and other SharePoint apps, see the Microsoft Office Online article "Add an app to a site." For information on creating columns, see the Microsoft Office Online article "Create, change, or delete a column in a list or library."

To create the Country list

  1. On your site, click Settings and then click Add an app.
  2. On the Your Apps page, click Custom List.

  3. When prompted to provide a name, specify the following.

    Country

  4. In the Country list, for each country in the following list, create a list item and update the title of the list item to match the country name.

    • Australia
    • Brazil
    • Canada
    • Chile
    • England
    • France
    • Germany
    • Japan
    • United States

To create the Store list

  1. On your site, click Settings and then click Add an app.
  2. On the Your Apps page, click Custom List.

  3. When prompted to provide a name, specify the following.

    Store

    The new list appears.

  4. Add a Country column to the Store list.
    1. On the List tab, select List Settings.
    2. On the List Settings page, under Columns, click Create column.

    3. On the Create Column page, set property values as follows, and then click OK.

      Property nameProperty value
      Column nameCountry
      The type of information in this column isLookup (information already on this site)
      Require that this column contains informationYes
      Get information fromCountry
      In this columnTitle

  5. In the Store list, create the following list items.

    Title Country
    Melbourne Australia
    Sydney Australia
    Ballarat Australia
    São Paulo Brazil
    Rio de Janeiro Brazil
    Quebec City Canada
    Toronto Canada
    Vancouver Canada
    Santiago Chile
    Arica Chile
    London England
    Surrey England
    Manchester England
    Paris France
    Cannes France
    Munich Germany
    Frankfurt Germany
    Tokyo Japan
    Hokkaido Japan
    Seattle United States
    New York City United States
    Chicago United States

To create the Store Feedback list

  1. On your site, click Settings and then click Add an app.
  2. On the Your Apps page, click Custom List.

  3. When prompted to provide a name, specify the following.

    Store Feedback

    Now that the SharePoint lists exist, the next step is to create the form. See Create the form.