SharePoint Custom Actions
Improve your SharePoint solution’s usability!

Nimrod Geva
Product Group Manager
nimrod@kwizcom....
KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons

• 5000+ customers ...
Make your SharePoint solution

Easier to use
by adding Powerful and Relevant

Custom menus
SharePoint list menus are Generic:

No matter which item type
- you always get the
same generic menus
So, what’s the problem?
Waste of time & Usability issues
 Too many clicks and page refreshes
 Solutions less clear and l...
Demo
PM 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”
We did it!
Took us “only”:
 4 clicks

 2 page refresh

5
Wouldn’t it be great If I had an
“Approve” button?

Single click!
SharePoint Custom Action

Context-sensitive menus for productive business users
Demo
Custom menus for a more
convenient IT Helpdesk UX
This is my
helpdesk workspace

Demo

I see an unassigned
issue that I wish to
work on
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 m...
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
Conclusion:
You can use Custom Actions to
auto-update item fields without
having to edit the item!

Demo

By looking at th...
If I click this item

Now I see 2 different custom
menus, which are relevant to me
as the support engineer to whom
this is...
If I now click this
item
After resolving this issue, I am
clicking the “Close Ticket”
custom menu to update the
relevant t...
I am redirected to the issue’s edit
form, That includes only the
relevant fields
(other fields are automatically updated)
...
Once I save my updates, I can see that
some additional fields were auto
updated
(Issue Status, Issue Closing Date)

Demo
Let’s see how we configure
these Custom Actions
Demo
Create a List Custom Action
Create a ribbon button that creates a
support ticket, auto-updates its fields
and then re...
20% of my helpdesk calls look like this
(Replacing a printer toner)

I would like to have a custom
action that updates all...
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)

D...
“List Custom Actions” allows
you to add custom menus at
the list level

“Item Custom Actions” allows
you to add custom men...
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)

The ribbon button’s
icon

Type the name/url of a
page to which the user
w...
Custom action static
permissions

You can make this menu
visible in specific list views

Demo
Check this checkbox if you
want this menu to create a
new list item

Configure fields which should
be auto-populated with ...
Configure the visible tabs
after the item is created

Configure which workflows
should be triggered
Let’s see the result…

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.

Demo
Demo
Create an Item Custom Action
Configure an item-level menu called “Close Ticket”:
• Visible only to the helpdesk engin...
So, without this custom
action – this is what I need
to do to close a ticket…
Edit the item

Demo
Update and save the ticket

1

2
3

4

Demo
Let’s create now the custom
item action
This is the Item Custom Actions
settings page

Demo
Type the action name and
click “Add Action”

1

Demo
2

Type the redirection url after
the action completes

Demo
Action static permissions

3

Demo
Configure dynamic
conditions for this action’s
visibility
4

Demo
Configure field auto-updates
5
Configure field auto-updates
5
6
Configure the visible tabs
after the item is created

7
Configure which workflows
should be triggered
Let see the result…
Let’s click the
“Close Ticket”
action

Demo

As a Helpdesk engineer I see these
item-level custom actions in the
item’s vi...
I see only the fields that require
update

Demo
And redirected back to the
home page

Demo
Viewing the same support
ticket after it was closed

I see different actions!
Actions are context-sensitive
Summary
 Customized menus, relevant

to your business logic
 Less fields to update, less
page refreshes
 Easily integra...
SharePoint Custom Actions
Product web page:

http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-customactions/overv...
Questions?

Nimrod Geva
Product Group Manager, KWizCom
nimrod@kwizcom.com
We value your feedback!
Does this solution answer your needs?
Need other/additional features?
Tell us what you think!
KWiz...
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KWizCom SharePoint list custom actions feature product overview

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

Published in: Technology
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KWizCom SharePoint list custom actions feature product overview

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

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