How do I use filtered lookup

Sep 18, 2012 at 6:28 PM
Edited Sep 18, 2012 at 6:31 PM

Hi, I am a complete noob with no knowledge of queries etc. Done the easy bit and got the filtered lookup installed OK (SP2010 Foundation on SBS2011)

I have 3 lists (actually a lot more, but for what I'm trying to do I'm just inlcuding the basics)

Client List

Site List

Task List

On the Task list new item I have a standard lookup for the client. I then need a lookup for the site based on the client name, so that only that clients sites show in the dropdown.

In the Site list I have columns "Site name" and "Client" to associate the site with the client.

In the task list I have created the Client column as a standard lookup. That's as far as I get.

I then try to create a new column for Site name using the filtered lookup, but I just don't have a clue how to actually use it. Maybe this isn't what I need even? Any help much appreciated.

This is basically the "state/city" scenario and extensive googling has fried my brain!