Top Banner
KWizCom Corporation KWizCom Custom Actions Admin Guide
30

KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

Jun 28, 2020

Download

Documents

dariahiddleston
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Corporation

KWizCom Custom Actions

Admin Guide

Page 2: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 2 of 30

Copyright © 2005-2015 KWizCom Corporation. All rights reserved.

Company Headquarters

95 Mural Street, Suite 600

Richmond Hill, ON

L4B 3G2 Canada

E-mail: [email protected]

Web site: http://www.KWizCom.com

Sales

E-mail: [email protected]

Telephone: +1-905-370-0333

Page 3: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 3 of 30

CONTENTS

Contents ........................................................................................................................................................................ 3

introduction ................................................................................................................................................................... 5

General ...................................................................................................................................................................... 5

Product Overview .......................................................................................................................................................... 6

The Business Need ..................................................................................................................................................... 7

Who needs it? ............................................................................................................................................................ 8

Key Features .............................................................................................................................................................. 9

Installation Guide ........................................................................................................................................................ 10

Software Requirements ........................................................................................................................................... 10

Server Requirements ........................................................................................................................................... 10

Client Requirements ............................................................................................................................................ 10

Installation Procedure ............................................................................................................................................. 10

SharePoint 2007 .................................................................................................................................................. 10

SharePoint 2010/2013 ......................................................................................................................................... 11

post Installation ....................................................................................................................................................... 12

SharePoint 2007 .................................................................................................................................................. 12

SharePoint 2010/2013 ......................................................................................................................................... 13

Upgrade Procedure .................................................................................................................................................. 13

Un-Installation Procedure........................................................................................................................................ 14

SharePoint 2007 .................................................................................................................................................. 14

SharePoint 2010/2013 ......................................................................................................................................... 14

Administration Guide .................................................................................................................................................. 15

Component Activation ............................................................................................................................................. 15

Creating custom actions for a list ............................................................................................................................ 20

Page 4: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 4 of 30

List Custom Action settings page ......................................................................................................................... 22

Item Custom Action settings page ....................................................................................................................... 26

FAQ .............................................................................................................................................................................. 30

What does the KWizCom Custom Actions Feature do? ........................................................................................... 30

Does this solution work with all SharePoint editions? ............................................................................................ 30

Page 5: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 5 of 30

INTRODUCTION

GENERAL

This document provides all the information needed to install, evaluate and deploy this KWizCom

product:

Introduction

Installation Guide

Administrator Guide

FAQ

Page 6: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 6 of 30

PRODUCT OVERVIEW

KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

Same SharePoint list forms, but..

Now with the EXACT custom-menus your customers need!

With KWizCom Custom Actions You can easily create customized list menus

and produce much more convenient and user-friendly solutions!

You can add these custom menus on a list-level:

And you can also create custom menus in a list-item level:

Page 7: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 7 of 30

Both the list-level and the item-level custom actions are dynamic, smart-menus which include the

following capabilities:

You can define permissions on a menu (make it available only to specific users/groups)

A menu can initiate workflow processes

You can define field-based conditions that define a menu’s visibility

THE BUSINESS NEED

SharePoint list forms are all generic forms, including generic menus (“Edit”, “Delete”, “New” etc.).

Customers however, need to use SharePoint to implement their specific business needs, which require

customized forms with custom menus that perform various custom actions.

With SharePoint out-of-the-box capabilities you must use additional tools such as InfoPath forms,

SharePoint Designer (which unghosts your pages) or do some custom development which costs more

money.

KWizCom’s Custom List Actions Feature enable non-technical implementers to fully customize

SharePoint list form menus in just few minutes – easy and immediate!

Page 8: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 8 of 30

WHO NEEDS IT?

We all do!

No matter which solution you’re trying to implement, the out-of-the-box SharePoint list menus

never cover your specific application’s needs.

Now you can create powerful custom menus and provide better SharePoint solutions to your

customers!

Page 9: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 9 of 30

KEY FEATURES

Main key features of KWizCom Custom Actions are:

Feature KWizCom Custom Actions

Custom item-level actions/menus √

Custom list-level actions/menus √

Context-sensitive/conditioned menus √

Assign permissions to actions √

Attach a workflow to an action √

Get/update external data √

Cross-browser support: IE, Firefox and Google Chrome √

Page 10: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 10 of 30

INSTALLATION GUIDE

SOFTWARE REQUIREMENTS

SERVER REQUIREMENTS

WSS 3.0/SharePoint 2007 Server or SharePoint 2010/2013 Foundation/Server

CLIENT REQUIREMENTS

Windows 7/8 or MAC OSX V10.9

Microsoft Internet Explorer 9+, Mozilla Firefox (Latest version), Google Chrome

(Latest version), Safari (Latest version)

INSTALLATION PROCEDURE

SHAREPOINT 2007

1. Log in using SharePoint administrator account to your SharePoint front-end server.

2. Download the product’s latest evaluation version from KWizCom’s internet web site. This

evaluation version is fully functional for 30 days. Further details about product activation can be

found in the Administrator guide (next section).

3. If you have a previous installed version of the product, then uninstall it before you install the

new version.

4. Unzip the product’s zip file on your SharePoint server.

5. Double-click the .msi file in order to begin the web installation.

6. The installation includes 2 additional optional packages, that are part of the KWizCom Forms

Enterprise edition

SharePoint List Forms Extensions Feature – Enables you to turn the out-of-the-box

SharePoint list forms into powerful, feature-rich web forms.

SharePoint Mobile Extensions Feature – Enables you to publish your custom actions to

mobile smartphones and create additional custom mobile pages.

7. When the installation process is complete it will recycle all application pools automatically.

Page 11: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 11 of 30

SHAREPOINT 2010/2013

1. Log in as SharePoint administrator account to your SharePoint front-end server.

2. Browse the product’s page on KWizCom’s website and click the “Go” link under the “Install using

our Web Installer” section.

This will start the KWizCom web installer.

Note: The KWizCom Web Installer will automatically offer you to upgrade other existing

KWizCom products on your farm, in case you have old versions installed. You can check which

products you wish to update at this time.

3. In case you prefer just to download the relevant .wsp packages and manually deploy them, then

in the web installer UI check the “Download only” option (3rd page in the installer’s wizard).

When the installer finishes you will be able to go to the installer’s folder on your server, and

install the KWizCom packages by simply running the “SP-WSPInstaller” PowerShell script.

4. At the end of the installation process, you should see all packages deployed in the Central

Admin >System settings>Manage Farm Solutions page, and the KWizCom SharePoint

Foundation package should be deployed also in the Central Admin’s web application.

Page 12: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 12 of 30

POST INSTALLATION

SHAREPOINT 2007

1. After completing the installation, you will see a new KWizCom entry in Windows Start -> All

Programs -> KWizCom containing the following program:

KWizCom Custom Actions

Under KWizCom Custom Actions entry you’ll see the following programs:

About KWizCom Custom Actions

Display General Information about the component.

Activate KWizCom Custom Actions

This utility enables you (the SharePoint Administrator) to activate the downloaded

evaluation version.

2. The installation adds a new feature in the farm level and in site collection level.

By default the Farm level feature should be active, enabling you to start using this feature

immediately:

3. In case you wish this feature to be available only in a specific site collection, disable the farm

feature, and enable the site collection feature.

4. If you had a previous version installed, and have been deploying the List Forms Extensions

Feature is site collection level, you will need to deactivate the farm level feature (because it is

automatically activated during installation). If you leave both the farm-level and the site

collection-level features active, you will have duplicated links to the List Forms Extensions

settings pages at the list settings pages.

Page 13: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 13 of 30

SHAREPOINT 2010/2013

1. After you have successfully deployed the required .WSP packages, a new feature is added both

to the farm level and to site collection level. By default the Farm level feature should be active,

enabling you to start using this feature immediately:

2. If you had a previous version installed, and have been deploying the List Forms Extensions

Feature is site collection level, you will need to deactivate the farm level feature (because it is

automatically activated during installation). If you leave both the farm-level and the site

collection-level features active, you will have duplicated links to the List Forms Extensions

settings pages at the list settings pages.

UPGRADE PROCEDURE

For a detailed upgrade from SP2010 to SP2013 procedure, please refer to this KB article.

Page 14: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 14 of 30

UN-INSTALLATION PROCEDURE

SHAREPOINT 2007

1. Log in as SharePoint administrator to your SharePoint front-end server.

5. Go to Control Panel and double-click Add or Remove Programs.

6. Select KWizCom Custom Actions entry and click Remove button.

7. Click Yes to approve the removal of the component.

8. Once the product was un-installed, close the Add or Remove Programs screen.

SHAREPOINT 2010/2013

1. Retract and delete the solution using SharePoint central admin or by using stsadm/powershell

command line.

Page 15: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 15 of 30

ADMINISTRATION GUIDE

This section describes all administration activities related to KWizCom Custom Actions, including:

product activation, product configuration and customization.

COMPONENT ACTIVATION

KWizCom components are available for evaluation prior to purchase. This way you can try our

components and verify that they indeed meet your needs. An evaluation version for each KWizCom

component contains all features of the component's production version. The only difference is that an

evaluation version is time-limited, and will operate for a period of one month.

Once you decide to order a KWizCom component, you will need to follow the following steps:

SharePoint 2007

1. Order the component on the KWizCom website – www.KWizCom.com.

2. Send us the installed evaluation version's product Code (you will see the product Code on the

"About" product page:

Page 16: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 16 of 30

Please use the Activation Request web form, on KWizCom web site to send us your product

code.

3. Get the component activation key – this key will be sent to you by email once your order is

processed.

4. Activate your installed evaluation version -

click Start -> All Programs -> KWizCom -> SharePoint List Forms Extensions Feature -> Activate

SharePoint List Forms Extensions Feature

SharePoint 2010/2013

1. Order the product on the KWizCom website – www.KWizCom.com, or contact our sales team at

[email protected].

2. After the order was made, you can activate your installed evaluation version. Activation is done

by the following steps:

a. Open SharePoint Central Admin. On the main “Central Administration” page, you will

see the “KWizCom Features Administration” icon:

b. Click the KWizCom Features Administration icon. You will be redirected to a page that

allows you to manage all your installed KWizCom products’ licenses:

Page 17: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 17 of 30

c. Click the “Manage License” link next to the product that you wish to activate. You will be

redirected to that product’s license management page:

d. Click on the “Request product code and start your evaluation now” link, under the

required license type.

A product code will be generated and displayed as in the following screenshot:

Page 18: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 18 of 30

e. Copy the product code.

f. Browse the Product Activation Request page on KWizCom’s web site:

http://www.kwizcom.com/ProductReg.

Copy your Product Code into the “Product Code” field, and after you fill-out all other

form fields, click “Send Activation Request button.

Page 19: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 19 of 30

g. Once your order is confirmed, you will receive the Activation Code for your product by

email.

h. Copy the activation code into the “Activation Code” field in the product’s license

management page and click “Activate now!” link.

That’s it! Your product is now fully activated.

Page 20: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 20 of 30

CREATING CUSTOM ACTIONS FOR A LIST

Once the “KWizCom Custom Actions” feature has been activated, every list and library should have a

new “KWizCom Custom Actions settings” link:

Click the “KWizCom Custom Actions” link to go into the custom actions configuration page:

Page 21: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 21 of 30

The KWizCom Custom Actions configuration interface includes 2 pages (see 2 last menus on the left

side of the screenshot above):

List custom actions – Use this page to create list-level menus.

Item custom actions – Use this page to create menus that will appear in a list item’s

view/edit forms.

The following sections provide details on each of those settings pages.

Page 22: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 22 of 30

LIST CUSTOM ACTION SETTINGS PAGE

This settings page enables you to define custom actions (menus) in the list/library level. These actions

are visible in the list views, as new buttons in the ribbon.

When creating a custom list action, you define the following:

In which actions group the action will appear (actions are displayed in the ribbon in groups)

Action properties (title, icon, description and more)

Visibility – who should see the action and in which list views

What should happen when user clicks the action/menu – an action can create a new item in the

list, auto-populate selected fields, trigger selected workflows and redirect the user to requested

URL.

Here’s a detailed description of the settings page:

Page 23: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 23 of 30

Property Description

Actions group title Type the name of the ribbon group that you wish this action to appear in.

Add new list action To add a new list action, enter its name and click the “Add Action” button.

List Actions This list shows the existing custom actions.

You can create several actions (menus) and also define the display order of these menus.

Action title This is the caption of the menu that will be displayed to users.

Action description Enter the text you want to be displayed as tooltip when users hover over this menu.

Confirmation message You can prompt the user with a question to validate the operation before the action is activated.

Action icon Url (16X16) Enter the url of a 16X16 image that will display as part of this menu.

First you will have to upload that image to some SharePoint library and then copy its url to this field.

Redirect on complete Once this action is complete, you can have it redirect the user to some preferred page.

(By the way, you can create an action that does nothing but redirect to some required page)

You can use various tokens such as:

[View name] – redirects to this list’s requested view page.

[Default view] – redirects to this list’s default view page.

[Home] – redirects to the current site’s home page.

If your action creates a new item, then you can also redirect to that item’s Edit/View form by using these tokens:

[Edit Item] – redirects to new created item’s “Edit Item” page

[View Item] – redirects to new created item’s “View Item” page

Use this action as the default New Item form

Check this checkbox if you wish this action to be triggered when user clicks the “New item” ribbon button. The first action in the list that applies to the current user will be used.

Page 24: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 24 of 30

Users/groups You can make an action be visible only to selected users/groups.

If you do not select any users/groups, the action will be visible to all users.

Show action in these views only You can define in which list views the action will be visible.

If you do not select any view, the action will be visible in all the list view pages.

Create a new list item Check this property if you want the custom action to create a new list item and auti-populate some of its fields.

If you check the “Create a new list item” property, additional set of properties will appear:

Property Description

Content type If the list supports multiple content types choose the content type of the new created list item.

Auto update fields In case you checked the “Create new list item” property, you can also define which of this new item’s fields will be automatically filled with data. To define auto-update for a field, select the field; fill the value that you wish it to have and click the “Add” button.

Page 25: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 25 of 30

Visible field groups This property is available only if you have KWizCom Forms deployed, and you have configured tabs for your list form.

You can define which of the tabs should be displayed as the “New Item” form, for the new created item.

Initiate workflows In case you checked the “Create new list item” property, you can also initiate requested workflows for the new created list item. This enables implementing more complex scenarios that require performing several operations once a menu is clicked by the user.

Once you finish defining all action’s settings click “Apply” or “OK” button to save those settings.

Page 26: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 26 of 30

ITEM CUSTOM ACTION SETTINGS PAGE

This management page enables you to define custom actions (menus) in the list-item level.

These custom menus appear in the list-item’s View/Edit forms, just above SharePoint out-of-the-box list

item menus.

Property Description

Actions group title Type the name of the ribbon group that you wish this action to appear in.

Add new item action To add a new item action, enter its name and click the “Add Action” button.

Item Actions This list shows the existing custom item actions.

You can create several actions (menus) and also define the display order of these menus.

Page 27: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 27 of 30

Action title This is the caption of the menu that will be displayed to users.

Action description Enter the text you want to be displayed as tooltip when users hover over this menu.

Confirmation message You can prompt the user with a question to validate the operation before the action is activated.

Action icon Url (16X16) Enter the url of a 16X16 image that will display as part of this menu.

First you will have to upload that image to some SharePoint library and then copy its url to this field.

Redirect on complete Once this action is complete, you can have it redirect the user to some preferred page.

(By the way, you can create an action that does nothing but redirect to some required page)

You can use various tokens such as:

[View name] – redirects to this list’s requested view page.

[Default view] – redirects to this list’s default view page.

[Home] – redirects to the current site’s home page.

[View item] – redirects to the current list item’s view form.

[Edit item] – redirects to the current list item’s edit form.

Use this action as the default Edit Item form

Check this checkbox if you wish this action to be triggered when user clicks the “Edit Item” ribbon button.

Users/groups You can make an action be visible only to selected users/groups.

If you do not select any users/groups, the action will be visible to all users.

Conditions You can define property-based condition for displaying the list-item action to users.

Page 28: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 28 of 30

Property Description

Edit list item Check this checkbox if you want the action to update the current list item.

Once you check this option, other related options are displayed.

Change item’s content type to If the list supports multiple content types, choose the content type of the updated item (you can change the item’s content type).

Auto update fields In case you checked the “Edit list item” property, you can also define which of the current item’s fields will be updated. To define auto-update for a field select the field, fill the value that you wish it to have and click the “Add” button.

Visible field groups This property is available only if you have KWizCom Forms deployed, and you have configured tabs for your list form.

You can define which of the tabs should be displayed as the “Edit Item” form, for the new created item.

Initiate workflows In case you checked the “Edit list item” property, you can also initiate requested workflows for the current list item. This enables implementing more complex scenarios that require performing several operations once a menu is clicked by the user.

Page 29: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 29 of 30

Once you finish defining all action’s settings click “Apply” or “OK” button to save those settings.

Page 30: KWizCom Corporation KWizCom Custom Actionscatalog.kwizcom.com/sites/pc/Product Documentation/SharePoint Li… · KWizCom Custom Actions is part of the KWizCom Forms Enterprise Edition

KWizCom Custom Actions Admin Guide

Copyright © 2005-2015 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 30 of 30

FAQ

WHAT DOES THE KWIZCOM CUSTOM ACTIONS FEATURE DO?

KWizCom Custom Actions enables site owners to add custom menus to lists and to list items.

This enables you to use SharePoint list forms to provide your customers with custom solutions that

include the exact menus they need.

DOES THIS SOLUTION WORK WITH ALL SHAREPOINT EDITIONS?

KWizCom Custom Actions works with WSS and SharePoint Server, supporting both the 2007 and the

2010/2013 versions.