Tutorial- Create a cascading drop-down control www.nintex.com support@nintex.com
Contents Introduction... 3 Creating the SharePoint lists... 4 Customizing the SharePoint list form using Nintex Forms... 8 Publish and preview... 11 www.nintex.com support@nintex.com 2 12 2011 Nintex USA LLC, All rights reserved
Introduction This tutorial will demonstrate how to create a cascading dropdown using Nintex Forms 2010. The commonly used State to City relationship will be used during the tutorial. This tutorial assumes that Nintex Forms 2010 is installed and configured. www.nintex.com support@nintex.com 3 12 2011 Nintex USA LLC, All rights reserved
Creating the SharePoint lists Create the Custom Lists in a SharePoint Team Site. 1. Navigate to a SharePoint Team Site. 2. Click Site Actions and select More Options. 3. Select List in the Filter By section. 4. Select Custom List and type States as the name of the list. www.nintex.com support@nintex.com 4 12 2011 Nintex USA LLC, All rights reserved
5. Click Create. 6. Open the newly created list and click New Item in the Items Ribbon. 7. Type VIC in Title and select Save. 8. Repeat steps 6 to 7 for NSW, ACT, NT, QLD, WA, TAS, and SA. www.nintex.com support@nintex.com 5 12 2011 Nintex USA LLC, All rights reserved
9. Create a new custom list. a. Click Site Actions and select More Options b. Select List in the Filter by section. c. Select Custom List and type Cities as the name of the list. d. Click Create. 10. Open the new list and click List Settings in the List Ribbon. 11. Click Create column from the available options. 12. Fill in the following options: a. Type State 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. www.nintex.com support@nintex.com 6 12 2011 Nintex USA LLC, All rights reserved
d. Select States from the Get information from drop-down. e. Select Title from the In this column drop-down. 13. Navigate to the Cities list and click on Add New Item. 14. Type Melbourne in Title. 15. Select VIC from the State drop-down and press Save. www.nintex.com support@nintex.com 7 12 2011 Nintex USA LLC, All rights reserved
16. Repeat steps 13-15 for the below cities: a. Geelong and VIC b. Ballarat and VIC c. Sydney and NSW d. Newcastle and NSW e. Canberra and ACT f. Perth and WA g. Adelaide and SA h. Hobart and TAS i. Darwin and NT j. Brisbane and QLD The information that will be used for the cascading dropdown items has been created. Customizing the SharePoint list form using Nintex Forms Customize the default form of a list to use the previously created data. 1. Create a new list or open an existing one where the data will be collected using Nintex Forms 2010. 2. Select Nintex Forms and then Customize the Item Form from the List Ribbon. www.nintex.com support@nintex.com 8 12 2011 Nintex USA LLC, All rights reserved
3. Select all of the controls on the form except the Nintex Forms 2010 label, the Save, and the Cancel buttons. 4. Right-click and select Delete so that the form looks similar to the one below. 5. Add two Label controls to the form and change their title to State and City. 6. Add a List Lookup control from the list of Form Controls. Place the List Lookup control next to the State label. Resize the control to reduce its default height. 7. Right-click on the control and select Settings. www.nintex.com support@nintex.com 9 12 2011 Nintex USA LLC, All rights reserved
8. Type MyFormState as the Name of the control. 9. Select States from the Source List drop-down. 10. Select Save. 11. Add another List Lookup control from the Form Controls. Place the List Lookup control next to the City label. Resize the control to reduce its default height. 12. Right-click on the control and select Settings. 13. Type MyFormCity as the Name of the control. 14. Select Cities from the Source List drop-down. 15. Expand the Filtering section: a. Select By a controls value from the Filter available selections drop-down. b. Type State in the Where field box. c. Select MyFormState from the Filtered by control drop-down. www.nintex.com support@nintex.com 10 12 2011 Nintex USA LLC, All rights reserved
12. Click Save. Publish and preview 1. Click Save in the Nintex Forms 2010 Ribbon. 2. Click Publish. Select Publish in the confirmation dialog. 3. Select OK. www.nintex.com support@nintex.com 11 12 2011 Nintex USA LLC, All rights reserved
4. Navigate back to the team site and select the Cities list. 5. Click on Add new item. 6. Change the selection in State drop-down item and verify that the City drop-down is populated accordingly. www.nintex.com support@nintex.com 12 12 2011 Nintex USA LLC, All rights reserved