SharePoint List Custom Actions
Feature
Product Overview
Nimrod Geva
Product Group Manager, KWizCom
[email protected]
What is it?
Make your SharePoint implementation
much more user-friendly by adding
custom menus that will make your
customer’s life easier!
Why did we build 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
Implement custom menus for an
IT Helpdesk SharePoint workspace
Demo
This is my Helpdesk workspace
(I am a support engineer)
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 mode
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
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
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
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
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)
Demo
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
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
This is the List Custom Actions
settings page
To create a new List custom
action, type its name and
click “Add Action”
Demo
Type the menu’s title and
description (tooltip)
You can define an
icon for your menu
Demo
Type the name/url of a
page to which the user
will be redirected after
the action completes
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
Demo
And what do the
end-users get?
Demo
Here is the new List Custom
Action (Menu), visible only
to support engineers
When I click this menu…
Demo
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”
•
•
•
•
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” value
And “Issue Closing Date” field to
today’s value.
Demo
And the result?
Demo
A Helpdesk engineer will see these
item-level custom actions in the
item’s view/edit forms
Demo
Summary
 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
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
[email protected]
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