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KWizCom SharePoint list custom actions feature product overview

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Make your SharePoint solution Easier to use …

Make your SharePoint solution Easier to use
by adding context-sensitive custom menus.

Published in: Technology

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  • 1. SharePoint Custom Actions Improve your SharePoint solution’s usability! Nimrod Geva Product Group Manager nimrod@kwizcom.com
  • 2. KWizCom Corporation • Founded in 2005 • Headquartered in Toronto • Global vendor of SharePoint Add-Ons • 5000+ customers worldwide
  • 3. Make your SharePoint solution Easier to use by adding Powerful and Relevant Custom menus
  • 4. SharePoint list menus are Generic: No matter which item type - you always get the same generic menus
  • 5. So, what’s the problem? 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
  • 6. Demo PM role: Approving CRs and bugs in product versions
  • 7. This is our CR tracker, I want to review this CR and approve it.
  • 8. 1 To approve the item I click “Edit”
  • 9. 2 Now I need to check the “Approved” checkbox
  • 10. 3 Checking it
  • 11. 4 Clicking “Save”
  • 12. We did it! Took us “only”:  4 clicks  2 page refresh 5
  • 13. Wouldn’t it be great If I had an “Approve” button? Single click!
  • 14. SharePoint Custom Action Context-sensitive menus for productive business users
  • 15. Demo Custom menus for a more convenient IT Helpdesk UX
  • 16. This is my helpdesk workspace Demo I see an unassigned issue that I wish to work on
  • 17. Since the issue is unassigned, I see a single custom action called “Assign to me” Once I click the item I see it in View mode Demo
  • 18. I am clicking the custom menu to gain ownership over this support ticket Demo
  • 19. Now the issue appears under “My Support Tickets” web part (which means it is assigned to me) Demo
  • 20. Conclusion: You can use Custom Actions to auto-update item fields without having to edit the item! Demo By looking at the Support Tickets list, you can see that the custom action has updated the “Assigned To” and “Issue Status” fields
  • 21. If I click this item Now I see 2 different custom menus, which are relevant to me as the support engineer to whom this issue is assigned Demo
  • 22. 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. Now I see 2 different custom menus, which are relevant to me as the support engineer to whom this issue is assigned Demo
  • 23. I am redirected to the issue’s edit form, That includes only the relevant fields (other fields are automatically updated) Demo
  • 24. Once I save my updates, I can see that some additional fields were auto updated (Issue Status, Issue Closing Date) Demo
  • 25. Let’s see how we configure these Custom Actions
  • 26. Demo Create a List Custom Action Create a ribbon button that creates a support ticket, auto-updates its fields and then redirects the user to the home page
  • 27. 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
  • 28. This menu should be visible only to Helpdesk engineers Demo
  • 29. After you deploy KWizCom Custom Action Feature, you’ll notice a new “Custom Actions Settings” menu (In the List ribbon) Demo
  • 30. “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
  • 31. This is the List Custom Actions settings page To create a new custom action, type its name and click “Add Action” Demo
  • 32. Type the menu’s title and description (tooltip) The ribbon button’s icon Type the name/url of a page to which the user will be redirected after the action completes Demo
  • 33. Custom action static permissions You can make this menu visible in specific list views Demo
  • 34. Check this checkbox if you want this menu to create a new list item Configure fields which should be auto-populated with data Demo
  • 35. Configure the visible tabs after the item is created Configure which workflows should be triggered
  • 36. Let’s see the result… Demo
  • 37. Here is the new List Custom Action (Menu), visible only to support engineers When I click this menu… Demo
  • 38. I see only the fields that were not auto-populated Demo
  • 39. New support ticket created, already updated with all required data and assigned to me. Demo
  • 40. Demo Create 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
  • 41. So, without this custom action – this is what I need to do to close a ticket…
  • 42. Edit the item Demo
  • 43. Update and save the ticket 1 2 3 4 Demo
  • 44. Let’s create now the custom item action
  • 45. This is the Item Custom Actions settings page Demo
  • 46. Type the action name and click “Add Action” 1 Demo
  • 47. 2 Type the redirection url after the action completes Demo
  • 48. Action static permissions 3 Demo
  • 49. Configure dynamic conditions for this action’s visibility 4 Demo
  • 50. Configure field auto-updates 5
  • 51. Configure field auto-updates 5
  • 52. 6 Configure the visible tabs after the item is created 7 Configure which workflows should be triggered
  • 53. Let see the result…
  • 54. Let’s click the “Close Ticket” action Demo As a Helpdesk engineer I see these item-level custom actions in the item’s view/edit forms
  • 55. I see only the fields that require update Demo
  • 56. And redirected back to the home page Demo
  • 57. Viewing the same support ticket after it was closed I see different actions! Actions are context-sensitive
  • 58. Summary  Customized menus, relevant to your business logic  Less fields to update, less page refreshes  Easily integrate with workflows  Easier, user-friendly UX
  • 59. SharePoint Custom Actions Product web page: http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-customactions/overview/ Download FREE trial version: http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-customactions/download/
  • 60. Questions? Nimrod Geva Product Group Manager, KWizCom nimrod@kwizcom.com
  • 61. 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. Nimrod Geva Product Group Manager, KWizCom nimrod@kwizcom.com 61