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SharePoint List Custom Actions Feature Product Overview Nimrod Geva Product Group Manager, KWizCom

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Presentation on theme: "SharePoint List Custom Actions Feature Product Overview Nimrod Geva Product Group Manager, KWizCom"— Presentation transcript:

1 SharePoint List Custom Actions Feature Product Overview Nimrod Geva Product Group Manager, KWizCom

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

3 SharePoint list menus are Generic: No matter what type of data youre dealing with, you always get the same menus! Why did we build it?

4 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 items status Example: A closed task should be locked for editing Why did we build it?

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

7 Demo Once I click the item I see it in View mode Since the issue is unassigned, I see a single custom action called Assign to me

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

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

10 Demo 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! Conclusion: You can use Custom Actions to auto-update item fields without having to edit the item!

11 Demo Now I see 2 different custom menus, which are relevant to me as the support engineer to whom this issue is assigned If I click this item

12 Demo Now I see 2 different custom menus, which are relevant to me as the support engineer to whom this issue is assigned If I now click this item After resolving this issue, I am clicking the Close Ticket custom menu to update the relevant tickets fields.

13 Demo I am redirected to the issues edit form, with only the relevant fields that I need to update (other fields are automatically updated)

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

15 Lets 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, youll notice a new Custom Actions Settings menu (In the List ribbon)

18 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)

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

20 Demo Type the menus 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

21 Demo You can decide which user/group will be able to use this custom menu You can make this menu visible in specific list views

22 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

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…

25 Demo A new item is created, already updated with some pre-configured values And I even didnt have to edit this item!!

26 What about Item-level actions?

27 Create an Item Custom Action: Configure an item-level menu called Close Ticket Demo 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 todays value Redirect the user to the sites home page

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

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

30 Demo Clicking the menu will auto-update Issue Status to Closed value And Issue Closing Date field to todays value.

31 And the result? Demo

32 A Helpdesk engineer will see these item-level custom actions in the items view/edit forms

33 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 Summary

34 34 Nimrod Geva Product Group Manager, KWizCom 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.


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