Creating Multi-Level Cascading Lookups

Ultimate Forms: Connected Lookup allows you to filter lookup values dynamically based on selections in other columns.
With multi-level cascading, each selection refines the next dropdown — perfect for catalogs, equipment forms, product configurators, or multi-level location pickers.

In this tutorial, we’ll build a practical example:

Category → Product → Model

Once complete, your form will behave like this:

1. User selects Category (e.g., Electronics)
2. Only Products belonging to that category appear
3. User selects a Product (e.g., Laptop)
4. Only Models of that product appear

This creates a smooth and intuitive experience, especially when lists contain dozens or hundreds of items.

Instructions

Step 1: Create Source Lists

You’ll need three lists for storing hierarchical data.

1. Categories List with Columns:
   • Title – Category name

Sample items:

2. Products List with Columns:
   • Title – Product name
   • Category – Lookup → Categories list (single value)

Sample items:

3. Models List with Columns:
   • Title – Model name
   • Product – Lookup → Products list (single value)

Sample items:

Step 2: Add Columns to the Master List

Create a list where the user will make selections — e.g., Orders.

Add the following columns:

1. Category → Connected Lookup

• Source: Categories list
• Display: Category Name

2. Product → Connected Lookup

• Source: Products list
• Display: Product Name
• Parent column: Category
• Relationship column: Category (lookup column in Products)

3. Model → Connected Lookup

• Source: Models list
• Display: Model Name
• Parent column: Product
• Relationship column: Product (lookup column in Models)

After configuring these settings, the Product dropdown now shows only the products that belong to the selected Category. Likewise, the Model dropdown displays only the models that correspond to the selected Product.

Step 3: Test the Form

Create a new item in your main list and test:

1. Select Category → Electronics

Product dropdown now shows:

• Laptop
• Smartphone

2. Select Product → Laptop

Model dropdown now shows:

• ThinkPad T14
• MacBook Air

Step 4: Review the Final Result

After adding several test items, your list should now clearly show how the cascading logic works:

• The Category column contains the top-level selection.
• The Product column displays only products from that selected category.
• The Model column shows only the models belonging to the selected product.

This is how the completed items appear in the list:

Summary

In this tutorial, you created a fully functional three-level cascading Connected Lookup:

Category → Product → Model

Users now see only relevant values at each step, making forms cleaner, faster, and more accurate.