SharePoint List Custom Actions Feature

1. SharePoint List Custom Actions Feature Product Overview Nimrod GevaProduct Group Manager, KWizCom nimrod@kwizcom.com

2. What is it? Make your SharePoint implementation much more user-friendly by adding custom menus that will make your customer’s life easier!

3. 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!

4. 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

5. Implement custom menus for an IT Helpdesk SharePoint workspace Demo

6. This is my Helpdesk workspace(I am a support engineer) I see an unassigned issue that I wish to work on Demo

7. 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

8. I am clicking the custom menu to gain ownership over this support ticket. Demo

9. Now the issue appears under “My Support Tickets” web part(which means it is assigned to me) Demo

10. 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

11. 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

12. 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

13. 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

14. Once I save my updated, I can see that some additional fields were auto updated(Issue Status, Issue Closing Date) Demo

15. Let’s see how we configure these Custom Actions

16. 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

17. After you deploy KWizCom List Custom Action Feature, you’ll notice a new “Custom Actions Settings” menu (In the List ribbon) Demo

18. “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

19. This is the List Custom Actions settings page To create a new List custom action, type its name and click “Add Action” Demo

20. 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

21. 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

22. 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

23. And what do the end-users get? Demo

24. Here is the new List Custom Action (Menu), visible only to support engineers When I click this menu… Demo

25. And I even didn’t have to edit this item!! A new item is created, already updated with some pre-configured values Demo

26. What about Item-level actions?

27. 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

28. This is the Item Custom Actions settings page The menu is visible only to helpdesk engineers Demo

29. The menu is visible only to the engineer to which this ticket is assigned, and only if the ticket is “In Progress” status Demo

30. Clicking the menu will auto-update “Issue Status” to “Closed” value And “Issue Closing Date” field to today’s value. Demo

31. And the result? Demo

32. A Helpdesk engineer will see these item-level custom actions in the item’s view/edit forms Demo

33. 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

34. 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 34