SharePoint List Custom Actions Feature Product Overview Nimrod Geva Product Group Manager, KWizCom [email protected].

SharePoint List Custom Actions Feature

Product Overview

Nimrod Geva

Product Group Manager, [email protected]

Make your SharePoint implementation much more user-friendly by adding custom menus that will make your customer’s life easier!

What is it?

SharePoint list menus are

Generic:No matter what type of data

you’re dealing with,

you always get

the same menus!

Why did we build it?

Users need menus that are relevant:• Type of data

Example: Support tickets list require different menus than a Calendar

list

• Who I am Different menus for different roles in the company

• My permissions yeah..be able to assign permissions on actions/menus

• Current item’s status Example: A closed task should be locked for editing

Why did we build it?

Implement custom menus for an IT Helpdesk SharePoint workspace

Demo

Demo

This is my Helpdesk workspace(I am a support engineer)

I see an unassigned issue that I wish to work on

Demo

Once I click the item I see it in View mode

Since the issue is unassigned, I see a single custom action called

“Assign to me”

Demo

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

By looking at the Support Tickets list, you can see that the custom action has updated the “Assigned To” and

“Issue Status” fields

Conclusion:You can use Custom Actions to auto-update item fields without having to edit the item!

Demo

Now I see 2 different custom menus, which are relevant to me as the support engineer to whom

this issue is assigned

If I click this item

Demo

Now I see 2 different custom menus, which are relevant to me as the support engineer to whom

this issue is assigned

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.

Demo

I am redirected to the issue’s edit form, with only the relevant fields

that I need to update (other fields are automatically updated)

Demo

Once I save my updated, I can see that some additional fields were auto

updated(Issue Status, Issue Closing Date)

Let’s see how we configure these Custom Actions

Create a List Custom Action:Configure a menu that creates a support ticket, auto-updates its fields and then redirects the user to the home page.

Demo

Demo

After you deploy KWizCom List Custom Action Feature, you’ll notice a new “Custom Actions Settings” menu

(In the List ribbon)

Demo

“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(appear in Edit/View item forms)

Demo

To create a new List custom action, type its name and

click “Add Action”

This is the List Custom Actions settings page

Demo

Type the menu’s title and description (tooltip)

You can define an icon for your menu

Type the name/url of a page to which the user will be redirected after the action completes

Demo

You can decide which user/group will be able to

use this custom menu

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

The custom menu can auto-update selected

fields in the new created item

After the item is created and selected fields are updated, you can redirect the user to the New

Item form of the new created item, to fill out remaining fields.

You can configure the custom action also to initiate a

workflow/s

And what do the end-users get?

Demo

Demo

Here is the new List Custom Action (Menu), visible only

to support engineers

When I click this menu…

Demo

A new item is created, already updated with some

pre-configured values

And I even didn’t have to edit this item!!

What about Item-level actions?

Create an Item Custom Action:Configure an item-level menu called “Close Ticket”

Demo

• Visible only to the helpdesk engineer to which a 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

Demo

This is the Item Custom Actions settings page

The menu is visible only to helpdesk engineers

Demo

The menu is visible only to the engineer to which this ticket is assigned, and only if the ticket

is “In Progress” status

Demo

Clicking the menu will auto-update “Issue Status” to “Closed” valueAnd “Issue Closing Date” field to

today’s value.

And the result?

Demo

Demo

A Helpdesk engineer will see these item-level custom actions in the

item’s view/edit forms

Customized menus, relevant to your

custom application.

Increase user productivity by auto-

updating fields with smart custom menus

Create more convenient and user-friendly

solutions

Summary

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Nimrod GevaProduct Group Manager, KWizCom

[email protected]

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.