Using the Browser to Add Custom Actions
by Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resi
Microsoft® SharePoint® Foundation 2010 Inside Out
- Microsoft® SharePoint® Foundation 2010 Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- Introduction
- 1. Introduction to Microsoft SharePoint Foundation 2010
- Presenting SharePoint Foundation 2010
- Sites
- Communities
- Content
- Search
- Insights
- Composites
- What’s New?
- The Ribbon
- Alerts Enhancements
- Business Connectivity Services
- Client Object Model
- Custom Field Rendering Enhancements
- Events Enhancements
- Health Analyzer
- List Enhancements
- Enforcing Unique Column Constraints
- Mobile Device Development Enhancements
- Mobile Messaging
- Performance Monitoring and Request Throttling
- The Ribbon
- Sandboxed Solutions
- Security Enhancements
- Automatic Password Change and Managed Accounts
- Effective Permission API
- Secure Store Service
- Service Application Framework
- Silverlight Integration and Cross-Domain Data Access
- UI Enhancements
- Unified Logging Systems
- Windows PowerShell for SharePoint
- Workflow Enhancements
- Summary
- 2. Administration for Business Users
- 3. End-User Features and Experience
- 4. Creating Sites and Workspaces by Using the Browser
- 5. Designing Lists and Libraries
- Creating Lists
- Modifying Lists and Libraries
- Updating Permissions and Management
- Deleting a List or Library
- Saving a List or Library as a Template
- Changing Permissions for a List or Library
- Manage Files That Have No Checked-In Version
- Workflow Settings
- Information Management Policy Settings
- RSS Settings on Lists or Libraries
- Subscribe to an RSS Feed in a List or Library
- Adding Columns to Lists or Libraries
- Calculating Column Values
- Changing and Deleting List Columns
- Reordering List Columns
- Working with Site Columns in a List or Library
- Creating and Modifying List and Library Views
- Working with List Content
- Creating Discussions
- Creating Surveys
- Summary
- 6. Creating and Formatting Webpages
- Creating and Modifying Content Pages by Using a Browser
- Using SharePoint Designer to Create and Modify Webpages
- Creating Application Pages for SharePoint Sites
- Summary
- 7. Adding, Editing, Connecting, and Managing Web Parts on the Page
- 8. Managing Site Content
- An Introduction to Information Architecture
- Governance
- Choosing a Content Manager
- Managing Content for Internet Sites
- Summary
- 9. Working with External Content
- 10. Using and Creating Workflows
- SharePoint Workflow Basics
- Gathering Requirements by Using Visio Premium
- Creating, Editing, and Managing Custom Workflows by Using SharePoint Designer
- Using Conditions and Actions
- Creating a List Workflow
- Using Common Conditions
- Using the Workflow History Log to Monitor the Progress of a Workflow
- Creating Workflow Variables and Calculating Values
- Using Workflow Variables and Comparing Data from Different Lists
- Assigning Task Items to Users or Groups
- Adding an Else - If Branch to Your Workflow
- Using Workflows to Send Emails
- Checking and Publishing Workflows
- Using the Impersonation Step
- Using Reusable and Globally Reusable Workflows
- Using Conditions and Actions
- Working with Workflows and Visual Studio
- Summary
- 11. Integrating SharePoint with Microsoft Office 2010
- 12. Taking Lists and Libraries Offline
- 13. Managing Site Settings
- Sites vs. Site Collections
- Site Settings (Subsite)
- Site Settings (Top-Level Site)
- Summary
- 14. Creating, Managing, and Designing Sites by Using SharePoint Designer 2010
- 15. Customizing the User Interface
- 16. Developing SharePoint Solutions by Using Visual Studio 2010
- Index
- About the Authors
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
The creation of new controls to the ribbon together with the commands that should execute when the control is clicked is often referred to as custom actions. Using the browser, custom actions can be added to the ribbon on the Documents or Items tab of List View pages. They are added to the Quick Steps group, as shown in Figure 15-10.
Figure 15-10. Use commands in the Quick Steps group to start a workflow instance on a list item or document.
The ribbon command that allows you to add the custom action to these tabs is displayed on the Library or List tab in the Customize Library or Customize List groups. To make it more confusing, the command you use is called, New Quick Step, as highlighted in Figure 15-11.
Figure 15-11. Use the New Quick Step command to create custom actions that you can access on the Items or Documents tab.
When you use the New Quick Step command to add a control, the browser opens SharePoint Designer; it’s SharePoint Designer together with the SharePoint server that actually adds the custom action to the Quick Steps group. That means that you can only use the New Quick Step command if you have SharePoint Designer installed on your computer. In addition, you can only use the New Quick Step command to start workflows.
Tip
INSIDE OUT Custom Actions and SharePoint Designer
If you first open a site in SharePoint Designer and then browse to a list or library, you can create a Custom Action that can do more than start workflows. To change a quick step, you need to use SharePoint Designer. Both of these tasks are described in the next section.
To create a Quick Step, perform the following steps:
Using the browser, navigate to the list or library to which you want to add the Quick Step, and then in the List or Library tab.
On the List or Library tab, in the Customize Library group, click New Quick Step. In a list, this group is named Customize List.
Your site opens in SharePoint Designer and the Add A Button dialog box appears.
In the Choose What Your Button Will Do section, select the option to either create a new workflow, or work with an existing workflow.
For a workflow to appear in the Start An Existing Workflow drop-down list, you must have previously added a workflow to your list or library.
In the Define The Label And Image For Your Button section, in the Button Label text box, type the name that will appear below your button on the ribbon.
In the Button Image text box, enter the address for an image for your button, and then click OK.
TROUBLESHOOTING
If the New Quick Step command is not displayed in the Customize Library or Customize List groups, then the current view might not allow you to add custom actions to the ribbon or display a Quick Step control. For example, a Calendar view will not allow you to create a new Quick Step or start a workflow instance on a calendar item; however, if you display the calendar list by using the All Events view, you can create a new Quick Step and start a workflow instance.
To modify a quick step, edit the list in SharePoint Designer by clicking Edit List in the Customize List group on the List, Library, or Calendar tab, and then use the details described in the following section.
-
No Comment