SharePoint Custom ActionsImprove your SharePoint solution’s usability!

Nimrod Geva

Product Group Managernimrod@kwizcom.com

KWizCom Corporation

• Founded in 2005

• Headquartered in Toronto

• Global vendor of SharePoint Add-Ons

• 5000+ customers worldwide

Make your SharePoint solution

Easier to useby adding Powerful and Relevant

Custom menus

SharePoint list menus are Generic:

No matter which item type - you always get the same generic menus

Waste of time & Usability issues

Too many clicks and page refreshes

Solutions less clear and less convenient

to business end-users

Issue gets worse in mobile environment

So, what’s the problem?

DemoPM role: Approving CRs and bugs in product versions

This is our CR tracker,I want to review this CR and

approve it.

1 To approve the item I click “Edit”

2

Now I need to check the “Approved” checkbox

3

Checking it

4

Clicking “Save”

5We did it!

Took us “only”: 4 clicks 2 page refresh

Wouldn’t it be great If I had an “Approve” button?

Single click!

SharePoint Custom ActionContext-sensitive menus for productive business users

DemoCustom menus for a more convenient IT Helpdesk UX

Demo

This is my helpdesk workspace

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”

Demo

I am clicking the custom menu to gain ownership over this

support ticket

Demo

Now the issue appears under “My Support Tickets” web part

(which means it is assigned to me)

Demo

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!

Demo

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

Demo

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, That includes only the

relevant fields (other fields are automatically updated)

Demo

Once I save my updates, I can see that some additional fields were auto

updated(Issue Status, Issue Closing Date)

Let’s see how we configure these Custom Actions

DemoCreate a List Custom ActionCreate a ribbon button that creates a support ticket, auto-updates its fields and then redirects the user to the home page

Demo

20% of my helpdesk calls look like this(Replacing a printer toner)

I would like to have a custom action that updates all fields and leaves me only with this

one to update

Demo

This menu should be visible only to Helpdesk engineers

Demo

After you deploy KWizCom Custom Action Feature, you’ll notice a new “Custom Actions Settings” menu

(In the List ribbon)

Demo

“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(Edit/View item forms)

Demo

This is the List Custom Actions settings page

To create a new custom action, type its name and

click “Add Action”

Demo

Type the menu’s title and description (tooltip)

Type the name/url of a page to which the user will be redirected after the action completes

The ribbon button’s icon

Demo

You can make this menu visible in specific list views

Custom action static permissions

Demo

Check this checkbox if you want this menu to create a

new list item

Configure fields which should be auto-populated with data

Configure the visible tabs after the item is created Configure which workflows

should be triggered

Let’s see the result…

Demo

Demo

Here is the new List Custom Action (Menu), visible only

to support engineers

When I click this menu…

Demo

I see only the fields that were not auto-populated

Demo

New support ticket created, already updated with all required

data and assigned to me.

DemoCreate an Item Custom Action

Configure an item-level menu called “Close Ticket”:• Visible only to the helpdesk engineer to whom the

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

So, without this custom action – this is what I need to do to close a ticket…

Demo

Edit the item

Demo

Update and save the ticket

1

2

3

4

Let’s create now the custom item action

Demo

This is the Item Custom Actions settings page

Demo

1

Type the action name and click “Add Action”

Demo

2

Type the redirection url after the action completes

Demo

3

Action static permissions

Demo

Configure dynamic conditions for this action’s

visibility

4

5

Configure field auto-updates

5

Configure field auto-updates

Configure the visible tabs after the item is created Configure which workflows

should be triggered

6 7

Let see the result…

Demo

Let’s click the “Close Ticket”

action

As a Helpdesk engineer I see these item-level custom actions in the

item’s view/edit forms

Demo

I see only the fields that require update

Demo

And redirected back to the home page

Viewing the same support ticket after it was closed

I see different actions!Actions are context-sensitive

Customized menus,

relevant to your

business logic

Less fields to update,

less page refreshes

Easily integrate with

workflows

Easier, user-friendly UX

Summary

SharePoint Custom ActionsProduct web page:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-custom-actions/overview/

Download FREE trial version:http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-custom-actions/download/

Questions?

Nimrod Geva

Product Group Manager, KWizComnimrod@kwizcom.com

61

Nimrod GevaProduct Group Manager, KWizCom

nimrod@kwizcom.com

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feedback we improve our solutions to help you get more productive with SharePoint.