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SharePoint Saturday Hartford - 01/29/11 - Creating Custom Actions in SharePoint 2010

Geoff Varosky, profile picture
Geoff Varosky

The document discusses creating custom actions in SharePoint 2010, highlighting the use of SharePoint Designer and Visual Studio for implementation. It details the types of custom actions, their structure in XML, and how to bind them to various elements like lists and content types. Additionally, the document provides references for further resources and examples of incorporating JavaScript and custom action templates.

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Creating Custom Actions in SharePoint 2010Geoff Varosky
About MeGeoff VaroskyGrace HuntSharePoint Solutions GroupDirector, Development & EvangelismBlogger, Author, SpeakerBASPUG Co-FounderSPS Boston Co-OrganizerBlog : www.sharepointyankee.comEmail: gvarosky@gracehunt.comTwitter: @gvarogeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
About Grace HuntMicrosoft Gold PartnerFounded 2004Practice AreasMicrosoft SharePoint TechnologiesBusiness Process and PlanningPortals & CollaborationInformation Worker SolutionsDynamics CRM, SL, GP, NAVMicrosoft Cloud Technologiesgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
AgendaWhat are Custom Actions?DemonstrationsUsing SharePoint DesignerImporting into Visual StudioFinding Custom ActionsBuilding & Deployment in Visual StudioReferencesQ&Ageoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Site Actions Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Ribbon UIRibbon Tabsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Site Settings Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Edit Control Block (ECB) / List Item Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Custom Action Groupgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Tabsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?TabsOrganize a set of groupsContain one or more controlsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?ControlsButtonCheckboxColor PickerCombo BoxDrop DownFlyout AnchorInsert TableLabelMenuMenu SectionMRU Split ButtonMost Recently UsedSpinnerSplit ButtonText BoxToggle Buttongeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Bits of XML<CustomAction Id=“MyCustomAction”Location=“Microsoft.SharePoint.SiteSettings … />Links<CustomAction…> <UrlActionUrl=“http://www.foo.com” /></CustomAction>JavaScript (optional)<CustomAction …> <UrlActionUrl=“javascript:DoSomething();” /></CustomAction>Code Behind (optional)<CustomAction …ControlAssembly=“MyCode, Version=1.0.0.0, Culture=neutral, PublicKeyToken=63316a326e123aec"ControlClass=“MyCode.Class“ />geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Can be bound to…ListsTasks, Document Libraries, Custom, etc.geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Can be bound to…File TypesBy Extension - .docx, .pl, .foo, .bargeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
What are Custom Actions?Can be bound to…Content TypesTasks, Documents, CustomAll (0x)http://go.gvaro.net/bbYxRyProgrammatic IdentifiersTasks List (107)Content Types (0x)geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
Building Custom ActionsSharePoint Designer 2010Visual Studio 2010CKS:DEVAdds Custom Action Item Templateshttp://cksdev.codeplex.com/NotePad?geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
Building Custom ActionsSharePoint Designer 2010Build Custom ActionsList Item MenuList View, Edit, Display FormsVisual Studio 2010Import from WSP filePackageAdd FunctionalityDeploygeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
DEMOS!Building Custom Actions in SharePoint Designer 2010Importing Custom Actions into Visual Studio 2010Listing All Custom ActionsUsing CKS:DEVCustom Action GroupsHiding Custom ActionsMaybe more?geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
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/” alwaysgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
ReferencesDefault Custom Action Locations and IDshttp://go.gvaro.net/98xD4r (MSDN)Custom Actions on my Bloghttp://go.gvaro.net/dZS9NJgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
ReferencesUrlAction Tokens{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/bHaqaQgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
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/9q0QV2geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
ReferencesWictorWilénCreating Custom Ribbon ExtensionsPart 1 - http://go.gvaro.net/aFUwBWPart 2 - http://go.gvaro.net/aGlydC geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
ReferencesMy Blogwww.geoffvarosky.comCreating Custom Actions with SharePoint DesignerDefault List Type IDsDeploying Custom Actions Across All List TypesCustom Actions in SharePoint 2007SPBasePermissions Enumeration (Rights)geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
Meets 2nd Wednesday/Month6P – 8PMMicrosoft N.E.R.D. Centerhttp://www.bostonsharepointug.orgTwitter: @BASPUG / #BASPUGgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
Q&Ageoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
About MeGeoff VaroskyGrace HuntSharePoint Solutions GroupDirector, Development & EvangelismBlogger, Author, SpeakerBASPUG Co-FounderSPS Boston Co-OrganizerBlog : www.sharepointyankee.comEmail: gvarosky@gracehunt.comTwitter: @gvarogeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]

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SharePoint Saturday Hartford - 01/29/11 - Creating Custom Actions in SharePoint 2010

  • 1. Creating Custom Actions in SharePoint 2010Geoff Varosky
  • 2. About MeGeoff VaroskyGrace HuntSharePoint Solutions GroupDirector, Development & EvangelismBlogger, Author, SpeakerBASPUG Co-FounderSPS Boston Co-OrganizerBlog : www.sharepointyankee.comEmail: gvarosky@gracehunt.comTwitter: @gvarogeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 3. About Grace HuntMicrosoft Gold PartnerFounded 2004Practice AreasMicrosoft SharePoint TechnologiesBusiness Process and PlanningPortals & CollaborationInformation Worker SolutionsDynamics CRM, SL, GP, NAVMicrosoft Cloud Technologiesgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 4. AgendaWhat are Custom Actions?DemonstrationsUsing SharePoint DesignerImporting into Visual StudioFinding Custom ActionsBuilding & Deployment in Visual StudioReferencesQ&Ageoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 5. What are Custom Actions?Site Actions Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 6. What are Custom Actions?Ribbon UIRibbon Tabsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 7. What are Custom Actions?Site Settings Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 8. What are Custom Actions?Edit Control Block (ECB) / List Item Menugeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 9. What are Custom Actions?Custom Action Groupgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 10. What are Custom Actions?Tabsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 11. What are Custom Actions?TabsOrganize a set of groupsContain one or more controlsgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 12. What are Custom Actions?ControlsButtonCheckboxColor PickerCombo BoxDrop DownFlyout AnchorInsert TableLabelMenuMenu SectionMRU Split ButtonMost Recently UsedSpinnerSplit ButtonText BoxToggle Buttongeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 13. What are Custom Actions?Bits of XML<CustomAction Id=“MyCustomAction”Location=“Microsoft.SharePoint.SiteSettings … />Links<CustomAction…> <UrlActionUrl=“http://www.foo.com” /></CustomAction>JavaScript (optional)<CustomAction …> <UrlActionUrl=“javascript:DoSomething();” /></CustomAction>Code Behind (optional)<CustomAction …ControlAssembly=“MyCode, Version=1.0.0.0, Culture=neutral, PublicKeyToken=63316a326e123aec"ControlClass=“MyCode.Class“ />geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 14. What are Custom Actions?Can be bound to…ListsTasks, Document Libraries, Custom, etc.geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 15. What are Custom Actions?Can be bound to…File TypesBy Extension - .docx, .pl, .foo, .bargeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 16. What are Custom Actions?Can be bound to…Content TypesTasks, Documents, CustomAll (0x)http://go.gvaro.net/bbYxRyProgrammatic IdentifiersTasks List (107)Content Types (0x)geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 17. Building Custom ActionsSharePoint Designer 2010Visual Studio 2010CKS:DEVAdds Custom Action Item Templateshttp://cksdev.codeplex.com/NotePad?geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 18. Building Custom ActionsSharePoint Designer 2010Build Custom ActionsList Item MenuList View, Edit, Display FormsVisual Studio 2010Import from WSP filePackageAdd FunctionalityDeploygeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 19. DEMOS!Building Custom Actions in SharePoint Designer 2010Importing Custom Actions into Visual Studio 2010Listing All Custom ActionsUsing CKS:DEVCustom Action GroupsHiding Custom ActionsMaybe more?geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 20. 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/” alwaysgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 21. ReferencesDefault Custom Action Locations and IDshttp://go.gvaro.net/98xD4r (MSDN)Custom Actions on my Bloghttp://go.gvaro.net/dZS9NJgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 22. ReferencesUrlAction Tokens{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/bHaqaQgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 23. 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/9q0QV2geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 24. ReferencesWictorWilénCreating Custom Ribbon ExtensionsPart 1 - http://go.gvaro.net/aFUwBWPart 2 - http://go.gvaro.net/aGlydC geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 25. ReferencesMy Blogwww.geoffvarosky.comCreating Custom Actions with SharePoint DesignerDefault List Type IDsDeploying Custom Actions Across All List TypesCustom Actions in SharePoint 2007SPBasePermissions Enumeration (Rights)geoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 27. Meets 2nd Wednesday/Month6P – 8PMMicrosoft N.E.R.D. Centerhttp://www.bostonsharepointug.orgTwitter: @BASPUG / #BASPUGgeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]
  • 29. About MeGeoff VaroskyGrace HuntSharePoint Solutions GroupDirector, Development & EvangelismBlogger, Author, SpeakerBASPUG Co-FounderSPS Boston Co-OrganizerBlog : www.sharepointyankee.comEmail: gvarosky@gracehunt.comTwitter: @gvarogeoffvaroskygvarosky@gracehunt.com [email]www.gracehunt.com [web]sharepointyankee.com [blog]@gvaro [twitter]