SharePoint List Custom Actions Feature
description
Transcript of SharePoint List Custom Actions Feature
SharePoint List Custom Actions Feature
Product Overview
Nimrod Geva
Product Group Manager, [email protected]
Make your SharePoint implementation much more user-friendly by adding custom menus that will make your customer’s life easier!
What is it?
SharePoint list menus are Generic:No matter what type of data you’re dealing with, you always get the same menus!
Why did we build it?
Users need menus that are relevant:• Type of data
Example: Support tickets list require different menus than a Calendar list
• Who I am Different menus for different roles in the company
• My permissions yeah..be able to assign permissions on actions/menus
• Current item’s status Example: A closed task should be locked for editing
Why did we build it?
Implement custom menus for an IT Helpdesk SharePoint workspace
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This is my Helpdesk workspace(I am a support engineer)
I see an unassigned issue that I wish to work on
Demo
Once I click the item I see it in View mode
Since the issue is unassigned, I see a single custom action called
“Assign to me”
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I am clicking the custom menu to gain ownership over this
support ticket.
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Now the issue appears under “My Support Tickets” web part
(which means it is assigned to me)
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By looking at the Support Tickets list, you can see that the custom action has updated the “Assigned To” and
“Issue Status” fields
Conclusion:You can use Custom Actions to auto-update item fields without having to edit the item!
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Now I see 2 different custom menus, which are relevant to me as the support engineer to whom
this issue is assigned
If I click this item
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Now I see 2 different custom menus, which are relevant to me as the support engineer to whom
this issue is assigned
If I now click this item
After resolving this issue, I am clicking the “Close Ticket”
custom menu to update the relevant ticket’s fields.
Demo
I am redirected to the issue’s edit form, with only the relevant fields
that I need to update (other fields are automatically updated)
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Once I save my updated, I can see that some additional fields were auto
updated(Issue Status, Issue Closing Date)
Let’s see how we configure these Custom Actions
Create a List Custom Action:Configure a menu that creates a support ticket, auto-updates its fields and then redirects the user to the home page.
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After you deploy KWizCom List Custom Action Feature, you’ll notice a new “Custom Actions Settings” menu
(In the List ribbon)
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“List Custom Actions” allows you to add custom menus at
the list level
“Item Custom Actions” allows you to add custom menus at the
Item level(appear in Edit/View item forms)
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To create a new List custom action, type its name and
click “Add Action”
This is the List Custom Actions settings page
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Type the menu’s title and description (tooltip)
You can define an icon for your menu
Type the name/url of a page to which the user will be redirected after the action completes
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You can decide which user/group will be able to
use this custom menu
You can make this menu visible in specific list views
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Check this checkbox if you want this menu to create a
new list item
The custom menu can auto-update selected
fields in the new created item
After the item is created and selected fields are updated, you can redirect the user to the New
Item form of the new created item, to fill out remaining fields.
You can configure the custom action also to initiate a
workflow/s
And what do the end-users get?
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Here is the new List Custom Action (Menu), visible only
to support engineers
When I click this menu…
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A new item is created, already updated with some
pre-configured values
And I even didn’t have to edit this item!!
What about Item-level actions?
Create an Item Custom Action:Configure an item-level menu called “Close Ticket”
Demo
• Visible only to the helpdesk engineer to which a support ticket is assigned
• Auto updates Status field to “Closed” value• Auto updates Issue Closing Date field to today’s value• Redirect the user to the site’s home page
Demo
This is the Item Custom Actions settings page
The menu is visible only to helpdesk engineers
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The menu is visible only to the engineer to which this ticket is assigned, and only if the ticket
is “In Progress” status
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Clicking the menu will auto-update “Issue Status” to “Closed” valueAnd “Issue Closing Date” field to
today’s value.
And the result?
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A Helpdesk engineer will see these item-level custom actions in the
item’s view/edit forms
Customized menus, relevant to your custom application.
Increase user productivity by auto-updating fields with smart custom menus
Create more convenient and user-friendly solutions
Summary
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Nimrod GevaProduct Group Manager, KWizCom
We value your feedback!
Does this solution answer your needs?Need other/additional features?
Tell us what you think!KWizCom continuously communicates with end users and customers, and according to your feedback we improve our solutions to help you get more productive with SharePoint.