SharePoint 2010 Tutorial Video: Drop-Down Filters

How to video: Create Optional Cascading Drop-Down Filters on SharePoint List Forms

I knew I was going to like the ability to customize list item forms in SharePoint 2010 using InfoPath. The ability to filter drop down list choices based on a previous selection in the form is something many people ask for.

I have created a SharePoint 2010 tutorial/training  video that shows how to customize the new item form in InfoPath, wire up drop down choice lists to information in a SharePoint list and filter and have the choices in one drop down filter the choices in the next. And yes, the use of the filters is an option for the user.

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The facilities department is responsible for equipment in offices, manufacturing and retail sales locations in thirty or more buildings located in about a dozen cities in three states. This solution gives users the choice of picking directly from the entire list of buildings or filtering first by state and city (see screenshot above).

The video below will walk you through the entire process from creating a custom list, adding a lookup column that pulls back multiple columns of meta data, customizing the list item form in InfoPath and wiring up the optional cascading filtered drop down choice fields.

SharePoint-DropDown-Filter

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13 Comments

  1. Tweets that mention SharePoint Help — Blog — SharePoint 2010 Tutorial Video: Drop-Down Filters -- Topsy.com - September 30, 2010, 10:45 am

    [...] This post was mentioned on Twitter by Ricky Spears, Brian Gough. Brian Gough said: RT @rickyspears: Excellent video by @kevinpine on creating cascading dropdown lists in #SharePoint forms with #InfoPath http://bit.ly/bilFOu [...]

  2. Avatar of Lloyd Bergman

    Lloyd Bergman - October 20, 2010, 3:56 pm

    Great video but I have one question. My setup is that I have column called Activity that is filetered based on System. So if I select a System I only get the activities for that system. The problem comes when I change the system. My dropdown for Activity changes appropriately to reflect the activities for the other system but the first entry in my activity dropdown list is now a number followed by the expected values. Why is that happening and how can fix it?

  3. Avatar of Kevin Pine

    Kevin Pine - October 21, 2010, 11:22 am

    Hi Lloyd (lab50),

    Yes, I have seen the symptom you describe. The good news is there is a simple fix.

    Create a rule for the ‘System’ field control that clears the ‘Activity’ field (sets it to blank). Now any time you change the value for System you will clear the Activity and can select from the new filtered choices.

  4. Avatar of Lloyd Bergman

    Lloyd Bergman - October 21, 2010, 12:29 pm

    Thank you very much. It worked fine. I’m brand new to Sharepoint (we’re using 2010) and your video as helped me understand other things about rules, conditional control boxes, background shading, etc. in addition to its intended purpose.

  5. Avatar of Kevin Pine

    Kevin Pine - October 21, 2010, 2:22 pm

    Glad it helped… I call that ‘bonus training’!

  6. Avatar of Jim F

    Jim F - June 14, 2011, 9:10 am

    Thanks for this, it really helped me to create something our client was trying to get done, but hadn’t found anyone that could make it happen :-)

  7. SharePoint 2010 Cascading Drop-Down boxes « Jimblog - June 26, 2011, 1:36 pm

    [...] Link to excellent video on how to do it here [...]

  8. Avatar of Ashraf M. Assem

    Ashraf M. Assem - November 27, 2011, 7:51 am

    Kevin, wonderful post. it gave me a way to solve many problems that i was facing in the project i am working on. Thanks Man

  9. Avatar of Corinne

    Corinne - December 9, 2011, 11:27 am

    Do you have a similar solution for document lists? There is no hook to InfoPath when you are editting the document form.

  10. Avatar of Rajesh

    Rajesh - December 26, 2011, 6:18 am

    Hi Kevin,

    Thank you very much for the post. I’m new to SharePoint and this video helped me get exactly what i was looking for.

    I do have a set back here… may be I did something wrong. not sure? Once I sumbit the form its getting saved in the SharePoin list, but i’m not able to view the value of the column i selected “in this case the Buiding ID”. In the edit form the value is available however in the list view its invisible?

    Appreciate your help.

    Regards
    Rajesh S

  11. Avatar of Mark Davis

    Mark Davis - November 1, 2012, 4:50 pm

    Kevin,

    Thank you for this incredibly helpful instruction video. Just finished creating my filtered Infopath form and it works great. One question though, I noticed in your example, the data in the filtered drop downs was not alphabetical. My data was also unalphabetical, and I’m wondering how to fix that issue. Any ideas?

    Thank you!

    Mark Davis

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