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Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
Creating Custom Actions within SharePoint
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Creating Custom Actions within SharePoint

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Custom Actions control features in SharePoint such as the Edit Control Block, the Site Actions menu, toolbars, and the links within the Site Settings page. Learn how to leverage Custom Actions to …

Custom Actions control features in SharePoint such as the Edit Control Block, the Site Actions menu, toolbars, and the links within the Site Settings page. Learn how to leverage Custom Actions to extend the SharePoint User Interface. This session will describe the basics of Custom Actions, a demonstration to build one or more and apply them to a site in SharePoint, as well as provide resources for additional information.

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  • stsadm -o activatefeature -name SPS.HideCustomAction -url http://site.litwareinc.com
  • Transcript

    • 1. Creating Custom Actionswithin SharePointGeoff Varosky
    • 2. About Me
      Geoff Varosky MCP, MCTS
      Senior Solutions Developer for Grace-Hunt, LLC.
      Blog: http://www.geoffvarosky.com
      Email: gvarosky@grace-hunt.com
      Twitter: @gvaro
    • 3. About Grace-Hunt
      Founded in 2004
      Based in Hudson, MA
      Presence in North East, Mid Atlantic, and South East Regions
      Microsoft Gold Partner
      Specializing in SharePoint and Dynamics (CRM, SL, GP, NAV) Consulting, Implementation, and Integration
      Web: http://www.grace-hunt.com
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 4. Agenda
      What are Custom Actions?
      Demonstrations
      Creating a Simple Custom Action
      Anatomy of a Custom Action
      Creating a Slightly More Complex Custom Action
      Hiding Custom Actions
      Custom Action Groups
      References
      Q&A
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 5. Examples
      Toolbars
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 6. Examples
      Site Actions Menu
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 7. Examples
      Site Settings
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 8. Examples
      Site Settings (Custom Action Group)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 9. Examples
      Edit Control Block (ECB)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 10. Examples
      Central Administration Pages
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 11. Just What Are Custom Actions?
      Per Microsoft –
      “A custom action represents a link, toolbar button, menu item, or any control that can be added to a toolbar or menu that a user sees. Custom actions can be bound to list type, content type, file type, or programmatic identifier (ProgID).”
      Source: http://snipurl.com/d8y70
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 12. Just What Are Custom Actions?
      What does that mean?
      Bits of XML
      Deployed via Features
      Create a Link within SharePoint
      Specific Location
      JavaScript, AJAX, URLs, etc.
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 13. Just What Are Custom Actions?
      What does that mean?
      Custom Actions can be bound to List Types
      A Custom Action can be bound to a Document Library, but, may not be bound to a Task List
      Example: Check In/Check Out
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 14. Just What Are Custom Actions?
      What does that mean?
      Custom Actions can be bound to File Types
      Example: ‘Edit in Microsoft Word’ bound to Word (.doc, .docx) document types
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 15. Just What Are Custom Actions?
      What does that mean?
      Custom Actions can be bound to Content Types
      Example: Folders, Document Content Types, List Content Types, etc.
      Programmatic Identifiers
      Example: Task List Identifier (107)
      http://snipurl.com/ntd5g
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 16. What Can Custom Actions Do?
      But wait, there’s more!
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 17. What Can Custom Actions Do?
      But wait, there’s more!
      Create links to pages that really should be there…
      Example: There is a link to the Site Collection Recycle Bin on the Site Settings page, however, there is no link to the current site Recycle Bin. (Demo #1)
      Custom Actions can pass along information to act upon
      Example: Add a “Complete Task” action to an Edit Control Block, which calls an ASPX page, taking the parameters of the List ID and Item ID, and updating the task item within a list. (Demo #2)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 18. What Can Custom Actions Do?
      …and more
      Custom Actions can also be hidden
      Example: You do not want site administrators to be able to delete their sites by using the Delete This Site link on the Site Settings page so, we can remove it by using HideCustomAction (Demo #3)
      Create Groupings of Custom Actions by using CustomActionGroup
      Example: Create a grouping of your Custom Actions on the Site Settings page for all of your Custom Actions… (Demo #4)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 19. What Tools Are Needed?
      Notepad
      What do I use?
      Visual Studio
      Andrew Connell’s SharePoint Project Utility for Visual Studio
      http://snipurl.com/d8yv9
      Requires DevExpress DX Core to be installed (free)
      WSPBuilder (CodePlex)
      http://snipurl.com/d8yxv
      SharePoint Solution Installer (CodePlex)
      http://snipurl.com/nt6ux
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 20. Demo
      Creating a Simple
      Custom Action
      View Demo: http://www.vimeo.com/9728285
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 21. Anatomy of a Custom Action
      Feature Definition (feature.xml)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 22. Anatomy of a Custom Action
      Scope
      • Web
      • 23. A “sub-site”
      • 24. Only activates the feature on the specific web
      • 25. Site
      • 26. Site Collection
      • 27. Applies to all webs within the site collection
      • 28. Web Application
      • 29. Applies to all site collections and webs within a web application
      • 30. Farm
      • 31. Applies to all web applications, site collections, etc.....
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 32. Anatomy of a Custom Action
      Element Manifest (manifest.xml)
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 33. Anatomy of a Custom Action
      <CustomAction
      ContentTypeId = "Text"
      ControlAssembly = "Text"
      ControlClass = "Text"
      ControlSrc = "Text"
      Description = "Text"
      GroupId = "Text"
      Id = "Text"
      ImageUrl = "Text"
      Location = "Text"
      RegistrationId = "Text"
      RegistrationType = "Text"
      RequireSiteAdministrator = "TRUE" | "FALSE"
      Rights = "Text"
      Sequence = "Integer"
      ShowInLists = "TRUE" | "FALSE"
      ShowInReadOnlyContentTypes = "TRUE" | "FALSE"
      ShowInSealedContentTypes = "TRUE" | "FALSE"
      Title = "Text">
      </CustomAction>
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 34. Anatomy of a Custom Action
      Id (optional)
      • Specifies a unique identifier for custom action
      • 35. May be a GUID or a unique term
      • 36. Example:DeleteWeb
      GroupID(optional)
      • Identifies the unique group that this element is contained in
      • 37. Example:SiteAdministration
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 38. Anatomy of a Custom Action
      Location (optional)
      • Specifies the location for this custom action
      • 39. Example:Microsoft.SharePoint.SiteSettings
      RegistrationType(optional)
      • Specifies the list, item content type, file type, or programmatic identifier that this action is associated with
      • 40. Example: List
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 41. Anatomy of a Custom Action
      RegistrationId(optional)
      • Specifies the registration attachment for a per-item action
      • 42. Example (List Identifier – Task List): 107 (http://snipurl.com/ntd5g)
      Title (required)
      • Specifies the name of your action
      • 43. Example: DeleteWeb
      Description (optional)
      • Longer description for action which is shown as a tooltip or sub-description (where applicable) for the action
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 44. Anatomy of a Custom Action
      Sequence (optional)
      • The order in which your action will appear.
      • 45. If not specified, displayed in the order it is read by SharePoint by Feature and by order in element listing (XML).
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 46. Anatomy of a Custom Action
      Permissions
      • RequireSiteAdministrator (optional)
      • 47. Boolean (True or False)
      • 48. Cannot be used on ECB menu list items
      • 49. Rights
      • 50. Specify rights needed for this Custom Action to be visible
      • 51. Example: “ApproveItems,DeleteListItems”
      • 52. Possible Values http://snipurl.com/ntcz5
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 53. Anatomy of a Custom Action
      UrlAction Tokens
      • ~site
      • 54. References the current SPWeb context
      • 55. ~sitecollection
      • 56. References the current SPSite context
      • 57. {ItemId}
      • 58. GUID of the item action is called from
      • 59. {ItemUrl}
      • 60. URL of the item the action is called from
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 61. Anatomy of a Custom Action
      UrlAction Tokens
      • {ListId}
      • 62. GUID representation of the list
      • 63. {SiteUrl}
      • 64. References the URL of the SPWeb context the action is called from
      • 65. {RecurrenceId}
      • 66. Unsupported in context menus (http://snipurl.com/ntcjc)
      • 67. Source URL
      • 68. This token is not available, but there is a way to get it via JavaScript, which we will see in Demo #2
      • 69. http://snipurl.com/d8zb6
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 70. Demo
      Creating a Slightly More Complex Custom Action
      View Demo: http://www.vimeo.com/9728320
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 71. Demo
      Hiding Custom Actions
      View Demo: http://www.vimeo.com/9728353
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 72. Demo
      Custom Action Groups
      View Demo: http://www.vimeo.com/9759410
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 73. Resources
      My Blog
      http://www.geoffvarosky.com
      Click on SharePoint Saturday category on left side of page
      GraceHunt.SharePointCodePlex Projects
      http://codeplex.com/GraceHunt
      John Holliday’s Custom Action Resources
      Hiding Custom Actions, and a Utility to get all custom action identifiers http://snipurl.com/d8zea
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 74. Resources
      MSDN
      Custom Action Definitions
      http://snipurl.com/d8zi7
      Default Custom Action Locations and IDs
      http://snipurl.com/d8zka
      How to: Add Custom Actions to the User Interface
      http://snipurl.com/d8zq2
      CustomAction Element
      http://snipurl.com/d9jd4
      CustomActionGroup Element
      http://snipurl.com/d9jfx
      HideCustomAction Element
      http://snipurl.com/d9jhs
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 75. Resources
      Custom Actions in SharePoint 2010
      Adding Custom Button to the SharePoint 2010 Ribbon
      http://snipurl.com/tz3vq by Jonathon Frost @ MSDN
      Adding Custom Actions to the List Item Menu in SharePoint 2010 Using SharePoint Designer 2010 http://snipurl.com/tr0t3 by Geoff Varosky
      How to Add a Tab to the Ribbon in SharePoint Foundation http://snipurl.com/tz3wi by Andrew May @ SP Dev Doc Team
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 76. Q&A
      Twitter: @gvaro
      Email: gvarosky@grace-hunt.com
      Blog: www.geoffvarosky.com
      Company: www.grace-hunt.com
    • 77. About Me
      Geoff Varosky MCP, MCTS
      Senior Solutions Developer for Grace-Hunt, LLC.
      Company: http://www.grace-hunt.com
      Blog: http://www.geoffvarosky.com
      Email: gvarosky@grace-hunt.com
      Twitter: @gvaro

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