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Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
Introduction To Developing Custom Actions Within SharePoint
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Introduction To Developing Custom Actions Within SharePoint

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Presentation delivered at SharePoint Saturday in Boston on 3/14/09

Presentation delivered at SharePoint Saturday in Boston on 3/14/09

Published in: Technology
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  • Thank you for your time today.<Introductions>
  • Hidden=trueActivate and deactivate via CMD line – why? You do not want site admins, who you are hiding this from, to be able to deactivate the feature to delete the site!stsadm -o activatefeature -name SPS.HideCustomAction -url http://spsaturday.litwareinc.com
  • Record questions – post answers on my blog following SharePoint Saturday
  • Transcript

    • 1. Geoff Varosky
    • 2. – Geoff Varosky MCP, MCTS – Senior Solutions Developer for Grace-Hunt, LLC. – Company: http://www.grace-hunt.com – Blog: http://gvaro.spaces.live.com – Email: gvarosky@grace-hunt.com – Twitter: @gvaro
    • 3. – What are Custom Actions? – Demonstrations • Creating a Simple Custom Action • Creating a Slightly More Complex Custom Action • Hiding Custom Actions • Custom Action Groups – References – Q&A
    • 4. 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
    • 5. 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
    • 6. What does that mean? – Custom Actions can be bound to File Types • Example: ‘Edit in Microsoft Word’ bound to Word (.doc, .docx, etc.) Document Content Types
    • 7. 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)
    • 8. Examples of Custom Actions • Edit Control Block (ECB Menu)
    • 9. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars
    • 10. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu
    • 11. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu • Site Settings Page
    • 12. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu • Site Settings Page • Central Administration Pages – Operations, Application Management
    • 13. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu • Site Settings Page • Central Administration Pages – Operations, Application Management • Shared Service Provider Pages
    • 14. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu • Site Settings Page • Central Administration Pages – Operations, Application Management • Shared Service Provider Pages • You get the idea…
    • 15. Examples of Custom Actions • Edit Control Block (ECB Menu) • Toolbars • Site Actions Menu • Site Settings Page • Central Administration Pages – Operations, Application Management • Shared Service Provider Pages • You get the idea… (hopefully?)
    • 16. 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. (Why? Who knows…) Never fear though – you can add one easily (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)
    • 17. …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)
    • 18. – Notepad! – What do I use? • Visual Studio 2005/2008 • Andrew Connell’s SharePoint Project Utility for Visual Studio – http://snipurl.com/d8yv9 • WSPBuilder – http://snipurl.com/d8yxv
    • 19. Creating a Simple Custom Action
    • 20. Feature Definition (feature.xml)
    • 21. Scope – Web – A “sub-site” – Only activates the feature on the specific web – Site – Site Collection – Applies to all webs within the site collection – Web Application – Applies to all site collections and webs within a web application – Farm – Applies to all web applications, site collections, etc.....
    • 22. Element Manifest (manifest.xml)
    • 23. <CustomAction ContentTypeId = quot;Textquot; ControlAssembly = quot;Textquot; ControlClass = quot;Textquot; ControlSrc = quot;Textquot; Description = quot;Textquot; GroupId = quot;Textquot; Id = quot;Textquot; ImageUrl = quot;Textquot; Location = quot;Textquot; RegistrationId = quot;Textquot; RegistrationType = quot;Textquot; RequireSiteAdministrator = quot;TRUEquot; | quot;FALSEquot; Rights = quot;Textquot; Sequence = quot;Integerquot; ShowInLists = quot;TRUEquot; | quot;FALSEquot; ShowInReadOnlyContentTypes = quot;TRUEquot; | quot;FALSEquot; ShowInSealedContentTypes = quot;TRUEquot; | quot;FALSEquot; Title = quot;Textquot;> </CustomAction>
    • 24. Id (optional) – Specifies a unique identifier for custom action – May be a GUID or a unique term – Example: DeleteWeb GroupID (optional) – Identifies the unique group that this element is contained in – Example: SiteAdministration
    • 25. Location (optional) – Specifies the location for this custom action – Example: Microsoft.SharePoint.SiteSettings RegistrationType (optional) – Specifies the list, item content type, file type, or programmatic identifier that this action is associated with – Example: List
    • 26. RegistrationId (optional) – Specifies the registration attachment for a per-item action – Example (List Identifier – Task List): 107 Title (required) – Specifies the name of your action – Example: DeleteWeb Description (optional) – Longer description for action which is shown as a tooltip or sub- description (where applicable) for the action
    • 27. Sequence (optional) – The order in which your action will appear. – If not specified, displayed in the order it is read by SharePoint by Feature and by order in element listing (XML).
    • 28. Permissions – RequireSiteAdministrator (optional) – Boolean (True or False) – Cannot be used on ECB menu list items – Rights – Specify rights needed for this Custom Action to be visible – Example: “ApproveItems,DeleteListItems” – Possible Values http://snipurl.com/d8z2l
    • 29. UrlAction Tokens – ~site – References the current SPWeb context – ~sitecollection – References the current SPSite context – {ItemId} – GUID of the item action is called from – {ItemUrl} – URL of the item the action is called from
    • 30. UrlAction Tokens – {ListId} – GUID representation of the list – {SiteUrl} – References the URL of the SPWeb context the action is called from – {RecurrenceId} – Unsupported in context menus – Source URL – This token is not available, but there is a way to get it via JavaScript, which we will see in Demo #2 – http://snipurl.com/d8zb6
    • 31. Creating a Slightly More Complex Custom Action
    • 32. Hiding Custom Actions
    • 33. Custom Action Groups
    • 34. – My Blog • http://gvaro.spaces.live.com – GraceHunt.SharePoint CodePlex 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
    • 35. – 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
    • 36. Q&A
    • 37. – Geoff Varosky MCP, MCTS – Senior Solutions Developer for Grace-Hunt, LLC. – Company: http://www.grace-hunt.com – Blog: http://gvaro.spaces.live.com – Email: gvarosky@grace-hunt.com – Twitter: @gvaro

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