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Creating Custom Actions in SharePoint 2010Geoff VaroskyTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
About MeGeoff VaroskyMCP, MCTSGrace-Hunt, LLC.Senior Solutions DeveloperBlogger, Author, SpeakerBASPUG Co-FounderBlog : http://www.geoffvarosky.comEmail : gvarosky@grace-hunt.comTwitter : @gvaroTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
About Grace-Hunt, LLC.Microsoft Gold PartnerBased in MANorth East, Mid-Atlantic, and South EastPractice AreasPortals and CollaborationInformation Worker SolutionsNetworking Infrastructure SolutionsDynamics CRM, SL, GP, NAVTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Drop by the Grace-Hunt & AvePoint Booth to enter to win a Netbook!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Remember to fill out your evaluations to win these prizes!2 Apple 32GB iPads w/ Wifi2 Asus NetbooksBooks1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPointWFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)2 ASUS NetbooksTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Big thanks to all Sponsors for making SPS NYC possible!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
AgendaWhat are Custom Actions?DemonstrationsUsing SharePoint DesignerImporting Into Visual StudioFinding Custom ActionsBuilding and Deploying in Visual StudioReferenceQ&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Tell me now, who are you working for, and what are these “Custom Actions” you speak of?AND NO SPRINKLES! GOD HELP YOU IF I FIND SPRINKLES!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Site Actions MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Ribbon UIRibbon TabsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Site Settings MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Custom Action GroupTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Edit Control Block (ECB) / List Item MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
The RibbonTabsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
The RibbonTabsOrganize a set of groupsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
The RibbonTabsContain one or more controlsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
The Ribbonhttp://go.gvaro.net/ap68oXControlsButtonCheckboxColor PickerCombo BoxDrop DownFlyout AnchorInsert TableLabelMenuMenu SectionMRU Split ButtonMost Recently UsedSpinnerSplit ButtonText BoxToggle ButtonTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Bits of XMLJavaScript (optional)Code Behind (optional)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Can be bound to…ListsTasks, Custom, Document Libraries, etc.Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Can be bound to…File TypesBy Extension (.docx, .xlsx)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
What Are Custom Actions…Can be bound to…Content TypesTasks, Documents, Custom Content TypesAll Content Types (0x)http://go.gvaro.net/bbYxRyProgrammatic IdentifiersTasks List (107)Content Types (0x)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Building Custom ActionsSharePoint Designer 2010Visual Studio 2010CKS:DEVAdds Custom Action Item TemplatesNotePad?Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Building Custom ActionsSharePoint Designer 2010Build Custom ActionsList Item MenuList View, Edit, Display FormsVisual Studio 2010Import from WSP filePackageAdd FunctionalityDeployTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
DEMOS!Building Custom Actions in SharePoint Designer 2010Importing Custom Actions into Visual Studio 2010Listing All Custom ActionsUsing CKS:DEVCustom Action GroupsHiding Custom ActionsMaybe more?Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Bonus Round…Referencing JavaScript FilesJan Tielens on EUSPhttp://go.gvaro.net/dvCSS6Can Add JavaScript into the HEAD of a page using a Custom ActionLocation references “/_layouts/” alwaysTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesDefault Custom Action Locations and IDshttp://go.gvaro.net/98xD4r (MSDN)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesUrlAction Tokens~siteReferences the current SPWeb context~sitecollectionReferences the current SPSite context{ItemId}GUID of the item action is called from{ItemUrl}URL of the item the action is called fromTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesUrlActionTokens{ListId}GUID representation of the list{SiteUrl}References the URL of the SPWeb context the action is called from{RecurrenceId}Unsupported in context menushttp://go.gvaro.net/bHaqaQTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesEric KrausListing all Custom Actions in the Farm w/ PWShttp://go.gvaro.net/bD7OHmMSDNCustom Action Definition SchemaCommandUIDefintions, Extensions, HandlersCustomAction, CustomActionGroup, HideCustomActionDefault Locations and IDshttp://go.gvaro.net/9q0QV2Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesWictorWilénCreating Custom Ribbon ExtensionsPart 1 - http://go.gvaro.net/aFUwBWPart 2 - http://go.gvaro.net/aGlydC Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
ReferencesMy Blogwww.geoffvarosky.comCreating Custom Actions with SharePoint DesignerDefault List Type IDsDeploying Custom Actions Across All List TypesCustom Actions in SharePoint 2007SPBasePermissions Enumeration (Rights)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Speaking EngagementsSharePoint Best Practices ConferenceAugust 24th-27th- Washington, D.C.SharePoint Customization: Overcoming Hurdles and Avoiding Pain (with Mark Rackley)http://www.bestpracticesconference.comTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Speaking EngagementsSharePoint Technology ConferenceOctober 20th – 22nd, Boston, MASharePoint Customization: Overcoming Hurdles and Avoiding Pain (with Mark Rackley)Creating Custom Actions in SharePointhttp://www.sptechcon.comTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Meets 2nd Wednesday/Month6P – 8PMMicrosoft N.E.R.D. Centerhttp://www.bostonsharepointug.orgTwitter: @BASPUG / #BASPUGTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
Q&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com

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Geoff Varosky: Creating Custom Actions in SharePoint 2010

  • 1. Creating Custom Actions in SharePoint 2010Geoff VaroskyTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 2. About MeGeoff VaroskyMCP, MCTSGrace-Hunt, LLC.Senior Solutions DeveloperBlogger, Author, SpeakerBASPUG Co-FounderBlog : http://www.geoffvarosky.comEmail : gvarosky@grace-hunt.comTwitter : @gvaroTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 3. About Grace-Hunt, LLC.Microsoft Gold PartnerBased in MANorth East, Mid-Atlantic, and South EastPractice AreasPortals and CollaborationInformation Worker SolutionsNetworking Infrastructure SolutionsDynamics CRM, SL, GP, NAVTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 4. Drop by the Grace-Hunt & AvePoint Booth to enter to win a Netbook!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 5. Remember to fill out your evaluations to win these prizes!2 Apple 32GB iPads w/ Wifi2 Asus NetbooksBooks1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPointWFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)2 ASUS NetbooksTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 6. Big thanks to all Sponsors for making SPS NYC possible!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 7. AgendaWhat are Custom Actions?DemonstrationsUsing SharePoint DesignerImporting Into Visual StudioFinding Custom ActionsBuilding and Deploying in Visual StudioReferenceQ&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 8. Tell me now, who are you working for, and what are these “Custom Actions” you speak of?AND NO SPRINKLES! GOD HELP YOU IF I FIND SPRINKLES!Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 9. What Are Custom Actions…Site Actions MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 10. What Are Custom Actions…Ribbon UIRibbon TabsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 11. What Are Custom Actions…Site Settings MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 12. What Are Custom Actions…Custom Action GroupTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 13. What Are Custom Actions…Edit Control Block (ECB) / List Item MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 14. The RibbonTabsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 15. The RibbonTabsOrganize a set of groupsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 16. The RibbonTabsContain one or more controlsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 17. The Ribbonhttp://go.gvaro.net/ap68oXControlsButtonCheckboxColor PickerCombo BoxDrop DownFlyout AnchorInsert TableLabelMenuMenu SectionMRU Split ButtonMost Recently UsedSpinnerSplit ButtonText BoxToggle ButtonTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 18. What Are Custom Actions…Bits of XMLJavaScript (optional)Code Behind (optional)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 19. What Are Custom Actions…Can be bound to…ListsTasks, Custom, Document Libraries, etc.Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 20. What Are Custom Actions…Can be bound to…File TypesBy Extension (.docx, .xlsx)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 21. What Are Custom Actions…Can be bound to…Content TypesTasks, Documents, Custom Content TypesAll Content Types (0x)http://go.gvaro.net/bbYxRyProgrammatic IdentifiersTasks List (107)Content Types (0x)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 22. Building Custom ActionsSharePoint Designer 2010Visual Studio 2010CKS:DEVAdds Custom Action Item TemplatesNotePad?Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 23. Building Custom ActionsSharePoint Designer 2010Build Custom ActionsList Item MenuList View, Edit, Display FormsVisual Studio 2010Import from WSP filePackageAdd FunctionalityDeployTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 24. DEMOS!Building Custom Actions in SharePoint Designer 2010Importing Custom Actions into Visual Studio 2010Listing All Custom ActionsUsing CKS:DEVCustom Action GroupsHiding Custom ActionsMaybe more?Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 25. Bonus Round…Referencing JavaScript FilesJan Tielens on EUSPhttp://go.gvaro.net/dvCSS6Can Add JavaScript into the HEAD of a page using a Custom ActionLocation references “/_layouts/” alwaysTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 26. ReferencesDefault Custom Action Locations and IDshttp://go.gvaro.net/98xD4r (MSDN)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 27. ReferencesUrlAction Tokens~siteReferences the current SPWeb context~sitecollectionReferences the current SPSite context{ItemId}GUID of the item action is called from{ItemUrl}URL of the item the action is called fromTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 28. ReferencesUrlActionTokens{ListId}GUID representation of the list{SiteUrl}References the URL of the SPWeb context the action is called from{RecurrenceId}Unsupported in context menushttp://go.gvaro.net/bHaqaQTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 29. ReferencesEric KrausListing all Custom Actions in the Farm w/ PWShttp://go.gvaro.net/bD7OHmMSDNCustom Action Definition SchemaCommandUIDefintions, Extensions, HandlersCustomAction, CustomActionGroup, HideCustomActionDefault Locations and IDshttp://go.gvaro.net/9q0QV2Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 30. ReferencesWictorWilénCreating Custom Ribbon ExtensionsPart 1 - http://go.gvaro.net/aFUwBWPart 2 - http://go.gvaro.net/aGlydC Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 31. ReferencesMy Blogwww.geoffvarosky.comCreating Custom Actions with SharePoint DesignerDefault List Type IDsDeploying Custom Actions Across All List TypesCustom Actions in SharePoint 2007SPBasePermissions Enumeration (Rights)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 32. Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 33. Speaking EngagementsSharePoint Best Practices ConferenceAugust 24th-27th- Washington, D.C.SharePoint Customization: Overcoming Hurdles and Avoiding Pain (with Mark Rackley)http://www.bestpracticesconference.comTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 34. Speaking EngagementsSharePoint Technology ConferenceOctober 20th – 22nd, Boston, MASharePoint Customization: Overcoming Hurdles and Avoiding Pain (with Mark Rackley)Creating Custom Actions in SharePointhttp://www.sptechcon.comTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 35. Meets 2nd Wednesday/Month6P – 8PMMicrosoft N.E.R.D. Centerhttp://www.bostonsharepointug.orgTwitter: @BASPUG / #BASPUGTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 36. Q&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
  • 37. About MeGeoff Varosky MCP, MCTSGrace-Hunt, LLC.Senior Solutions DeveloperBlogger, Author, SpeakerBASPUG Co-FounderBlog : http://www.geoffvarosky.comEmail : gvarosky@grace-hunt.comTwitter: @gvaroTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com