Global SharePoint Users Group 1/5/10 - Creating Custom Actions Within SharePoint
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The document provides an overview of creating custom actions in SharePoint, including definitions, examples, and the anatomy of a custom action. Custom actions can enhance user experience by adding links, buttons, and menus that are bound to various types of lists and content. The document also includes resources for additional learning and tools needed for implementation.
Global SharePoint Users Group 1/5/10 - Creating Custom Actions Within SharePoint
- 1. Creating Custom Actionswithin SharePointGeoff Varosky
- 2. About MeGeoff Varosky MCP, MCTSSenior Solutions Developer for Grace-Hunt, LLC.Blog: http://www.geoffvarosky.comEmail: gvarosky@grace-hunt.comTwitter: @gvaro
- 3. About Grace-HuntFounded in 2004Based in Hudson, MAPresence in North East, Mid Atlantic, and South East RegionsSenior Level Consulting and Sales StaffMicrosoft Gold PartnerSpecializing in SharePoint and Dynamics (CRM, SL, GP, NAV)Web: http://www.grace-hunt.comTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 4. AgendaWhat are Custom Actions?DemonstrationsCreating a Simple Custom ActionAnatomy of a Custom ActionCreating a Slightly More Complex Custom ActionHiding Custom ActionsCustom Action GroupsReferencesQ&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 5. ExamplesToolbarsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 6. ExamplesSite Actions MenuTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 7. ExamplesSite SettingsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 8. ExamplesSite Settings (Custom Action Group)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 9. ExamplesEdit Control Block (ECB)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 10. ExamplesCentral Administration PagesTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 11. Just What Are Custom Actions?Per Microsoft –“A custom action represents a link, toolbar button, menu item, or any control that can be added to a toolbar or menu that a user sees. Custom actions can be bound to list type, content type, file type, or programmatic identifier (ProgID).”Source: http://snipurl.com/d8y70Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 12. Just What Are Custom Actions?What does that mean?Bits of XMLDeployed via FeaturesCreate a Link within SharePointSpecific LocationJavaScript, AJAX, URLs, etc.Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 13. Just What Are Custom Actions?What does that mean?Custom Actions can be bound to List TypesA Custom Action can be bound to a Document Library, but, may not be bound to a Task ListExample: Check In/Check OutTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 14. Just What Are Custom Actions?What does that mean?Custom Actions can be bound to File TypesExample: ‘Edit in Microsoft Word’ bound to Word (.doc, .docx) document typesTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 15. Just What Are Custom Actions?What does that mean?Custom Actions can be bound to Content TypesExample: Folders, Document Content Types, List Content Types, etc.Programmatic IdentifiersExample: Task List Identifier (107)http://snipurl.com/ntd5gTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 16. What Can Custom Actions Do?But wait, there’s more!Create links to pages that really should be there…Example: There is a link to the Site Collection Recycle Bin on the Site Settings page, however, there is no link to the current site Recycle Bin. (Demo #1)Custom Actions can pass along information to act uponExample: Add a “Complete Task” action to an Edit Control Block, which calls an ASPX page, taking the parameters of the List ID and Item ID, and updating the task item within a list. (Demo #2)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 17. What Can Custom Actions Do?…and moreCustom Actions can also be hiddenExample: You do not want site administrators to be able to delete their sites by using the Delete This Site link on the Site Settings page so, we can remove it by using HideCustomAction (Demo #3)Create Groupings of Custom Actions by using CustomActionGroupExample: Create a grouping of your Custom Actions on the Site Settings page for all of your Custom Actions… (Demo #4)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 18. What Tools Are Needed?NotepadWhat do I use?Visual StudioAndrew Connell’s SharePoint Project Utility for Visual Studiohttp://snipurl.com/d8yv9Requires DevExpress DX Core to be installed (free)WSPBuilder (CodePlex)http://snipurl.com/d8yxvSharePoint Solution Installer (CodePlex)http://snipurl.com/nt6uxTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 19. DemoCreating a Simple Custom ActionView Demo: http://www.screencast.com/t/YjlhZTU0Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 20. Anatomy of a Custom ActionFeature Definition (feature.xml)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 21. Anatomy of a Custom ActionScope Web
- 22. A “sub-site”
- 23. Only activates the feature on the specific web
- 24. Site
- 25. Site Collection
- 26. Applies to all webs within the site collection
- 27. Web Application
- 28. Applies to all site collections and webs within a web application
- 29. Farm
- 30. Applies to all web applications, site collections, etc.....Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 31. Anatomy of a Custom ActionElement Manifest (manifest.xml)Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 32. Anatomy of a Custom Action<CustomActionContentTypeId = "Text" ControlAssembly = "Text" ControlClass = "Text" ControlSrc = "Text" Description = "Text" GroupId = "Text" Id = "Text" ImageUrl = "Text" Location = "Text" RegistrationId = "Text" RegistrationType = "Text" RequireSiteAdministrator = "TRUE" | "FALSE" Rights = "Text" Sequence = "Integer" ShowInLists = "TRUE" | "FALSE" ShowInReadOnlyContentTypes = "TRUE" | "FALSE" ShowInSealedContentTypes = "TRUE" | "FALSE" Title = "Text"> </CustomAction>Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 33. Anatomy of a Custom ActionId (optional)Specifies a unique identifier for custom action
- 34. May be a GUID or a unique term
- 35. Example:DeleteWebGroupID(optional)Identifies the unique group that this element is contained in
- 36. Example:SiteAdministrationTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 37. Anatomy of a Custom ActionLocation (optional)Specifies the location for this custom action
- 38. Example:Microsoft.SharePoint.SiteSettingsRegistrationType(optional)Specifies the list, item content type, file type, or programmatic identifier that this action is associated with
- 39. Example: ListTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 40. Anatomy of a Custom ActionRegistrationId(optional)Specifies the registration attachment for a per-item action
- 41. Example (List Identifier – Task List): 107 (http://snipurl.com/ntd5g)Title (required)Specifies the name of your action
- 42. Example: DeleteWebDescription (optional)Longer description for action which is shown as a tooltip or sub-description (where applicable) for the actionTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 43. Anatomy of a Custom ActionSequence (optional)The order in which your action will appear.
- 44. If not specified, displayed in the order it is read by SharePoint by Feature and by order in element listing (XML).Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 45. Anatomy of a Custom ActionPermissionsRequireSiteAdministrator (optional)
- 46. Boolean (True or False)
- 47. Cannot be used on ECB menu list items
- 48. Rights
- 49. Specify rights needed for this Custom Action to be visible
- 51. Possible Values http://snipurl.com/ntcz5Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 52. Anatomy of a Custom ActionUrlAction Tokens~site
- 53. References the current SPWeb context
- 54. ~sitecollection
- 55. References the current SPSite context
- 56. {ItemId}
- 57. GUID of the item action is called from
- 58. {ItemUrl}
- 59. URL of the item the action is called fromTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 60. Anatomy of a Custom ActionUrlAction Tokens{ListId}
- 61. GUID representation of the list
- 62. {SiteUrl}
- 63. References the URL of the SPWeb context the action is called from
- 64. {RecurrenceId}
- 65. Unsupported in context menus (http://snipurl.com/ntcjc)
- 66. Source URL
- 67. This token is not available, but there is a way to get it via JavaScript, which we will see in Demo #2
- 68. http://snipurl.com/d8zb6Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 69. DemoCreating a Slightly More Complex Custom ActionView Demo: http://www.screencast.com/t/ZDRhOTFkZmItTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 70. DemoHiding Custom ActionsView Demo: http://www.screencast.com/t/YmQwNWI1Twitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 71. DemoCustom Action GroupsView Demo: http://www.screencast.com/t/YjM2YzAzZmITwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 72. ResourcesMy Bloghttp://www.geoffvarosky.comClick on SharePoint Saturday category on left side of pageGraceHunt.SharePointCodePlex Projectshttp://codeplex.com/GraceHuntJohn Holliday’s Custom Action ResourcesHiding Custom Actions, and a Utility to get all custom action identifiers http://snipurl.com/d8zeaTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 73. ResourcesMSDNCustom Action Definitions http://snipurl.com/d8zi7Default Custom Action Locations and IDs http://snipurl.com/d8zkaHow to: Add Custom Actions to the User Interfacehttp://snipurl.com/d8zq2CustomAction Element http://snipurl.com/d9jd4CustomActionGroup Element http://snipurl.com/d9jfxHideCustomAction Elementhttp://snipurl.com/d9jhsTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 74. ResourcesCustom Actions in SharePoint 2010Adding Custom Button to the SharePoint 2010 Ribbonhttp://snipurl.com/tz3vq by Jonathon Frost @ MSDNAdding Custom Actions to the List Item Menu in SharePoint 2010 Using SharePoint Designer 2010 http://snipurl.com/tr0t3 by Geoff VaroskyHow to Add a Tab to the Ribbon in SharePoint Foundation http://snipurl.com/tz3wi by Andrew May @ SP Dev Doc TeamTwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 75. Q&ATwitter: @gvaroEmail: gvarosky@grace-hunt.comBlog: www.geoffvarosky.comCompany: www.grace-hunt.com
- 76. About MeGeoff Varosky MCP, MCTSSenior Solutions Developer for Grace-Hunt, LLC.Company: http://www.grace-hunt.comBlog: http://www.geoffvarosky.comEmail: gvarosky@grace-hunt.comTwitter: @gvaro
Editor's Notes
- #33: stsadm -o activatefeature -name SPS.HideCustomAction -url http://spsaturday.litwareinc.com