Custom Actions control features in SharePoint such as the Edit Control Block, the Site Actions menu, toolbars, and the links within the Site Settings page. Learn how to leverage Custom Actions to extend the SharePoint User Interface. This session will describe the basics of Custom Actions, a demonstration to build one or more and apply them to a site in SharePoint, as well as provide resources for additional information.

1. Introduction to Developing Custom Actions within SharePointGeoff Varosky

2. About Me Geoff Varosky MCP, MCTS Senior Solutions Developer for Grace-Hunt, LLC. Blog: http://www.geoffvarosky.com Email: gvarosky@grace-hunt.com Twitter: @gvaro

3. About Grace-Hunt Founded in 2004 Based in Hudson, MA Presence in North East, Mid Atlantic, and South East Regions Senior Level Staff Microsoft Gold Partner Specializing in SharePoint and Dynamics (CRM, SL, GP, NAV) Web: http://www.grace-hunt.com Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

4. Agenda What are Custom Actions? Demonstrations Creating a Simple Custom Action Anatomy of a Custom Action Creating a Slightly More Complex Custom Action Hiding Custom Actions Custom Action Groups References Q&A Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

5. Examples Toolbars Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

6. Examples Site Actions Menu Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

7. Examples Site Settings Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

8. Examples Site Settings (Custom Action Group) Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

9. Examples Edit Control Block (ECB) Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

10. Examples Central Administration Pages Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: 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/d8y70 Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

12. Just What Are Custom Actions? What does that mean? Custom Actions can be bound to List Types A Custom Action can be bound to a Document Library, but, may not be bound to a Task List Example: Check In/Check Out Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

13. Just What Are Custom Actions? What does that mean? Custom Actions can be bound to File Types Example: ‘Edit in Microsoft Word’ bound to Word (.doc, .docx) document types Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

14. Just What Are Custom Actions? What does that mean? Custom Actions can be bound to Content Types Example: Folders, Document Content Types, List Content Types, etc. Programmatic Identifiers Example: Task List Identifier (107) http://snipurl.com/ntd5g Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

15. 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. (Why? Who knows…) Never fear though – you can add one easily (Demo #1) Custom Actions can pass along information to act upon Example: 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: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

16. What Can Custom Actions Do? …and more Custom Actions can also be hidden Example: 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 CustomActionGroup Example: Create a grouping of your Custom Actions on the Site Settings page for all of your Custom Actions… (Demo #4) Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

17. What Tools Are Needed? Notepad! What do I use? Visual Studio Andrew Connell’s SharePoint Project Utility for Visual Studio http://snipurl.com/d8yv9 Requires DevExpress DX Core to be installed (free) WSPBuilder (CodePlex) http://snipurl.com/d8yxv SharePoint Solution Installer (CodePlex) http://snipurl.com/nt6ux Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

18. Demo Creating a Simple Custom Action View Demo: http://www.screencast.com/t/YjlhZTU0 Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

19. Anatomy of a Custom Action Feature Definition (feature.xml) Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

21. A “sub-site”

22. Only activates the feature on the specific web

23. Site

24. Site Collection

25. Applies to all webs within the site collection

26. Web Application

27. Applies to all site collections and webs within a web application

28. Farm

29. Applies to all web applications, site collections, etc.....Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

30. Anatomy of a Custom Action Element Manifest (manifest.xml) Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

31. Anatomy of a Custom Action <CustomAction ContentTypeId = "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: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

33. May be a GUID or a unique term

35. Example:SiteAdministrationTwitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

38. Example: ListTwitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

43. If not specified, displayed in the order it is read by SharePoint by Feature and by order in element listing (XML).Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

45. Boolean (True or False)

46. Cannot be used on ECB menu list items

47. Rights

48. Specify rights needed for this Custom Action to be visible

49. Example: “ApproveItems,DeleteListItems”

50. Possible Values http://snipurl.com/ntcz5Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

52. References the current SPWeb context

53. ~sitecollection

54. References the current SPSite context

55. {ItemId}

56. GUID of the item action is called from

57. {ItemUrl}

58. URL of the item the action is called fromTwitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

60. GUID representation of the list

61. {SiteUrl}

62. References the URL of the SPWeb context the action is called from

63. {RecurrenceId}

64. Unsupported in context menus (http://snipurl.com/ntcjc)

65. Source URL

66. This token is not available, but there is a way to get it via JavaScript, which we will see in Demo #2

67. http://snipurl.com/d8zb6Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

68. Demo Creating a Slightly More Complex Custom Action View Demo: http://www.screencast.com/t/ZDRhOTFkZmIt Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

69. Demo Hiding Custom Actions View Demo: http://www.screencast.com/t/YmQwNWI1 Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

70. Demo Custom Action Groups View Demo: http://www.screencast.com/t/YjM2YzAzZmI Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

71. Resources My Blog http://www.geoffvarosky.com Click on SharePoint Saturday category on left side of page GraceHunt.SharePointCodePlex Projects http://codeplex.com/GraceHunt John Holliday’s Custom Action Resources Hiding Custom Actions, and a Utility to get all custom action identifiers http://snipurl.com/d8zea Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

72. Resources MSDN Custom Action Definitions http://snipurl.com/d8zi7 Default Custom Action Locations and IDs http://snipurl.com/d8zka How to: Add Custom Actions to the User Interface http://snipurl.com/d8zq2 CustomAction Element http://snipurl.com/d9jd4 CustomActionGroup Element http://snipurl.com/d9jfx HideCustomAction Element http://snipurl.com/d9jhs Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

73. Q&A Twitter: @gvaro Email: gvarosky@grace-hunt.com Blog: www.geoffvarosky.com Company: www.grace-hunt.com

74. About Me Geoff Varosky MCP, MCTS Senior Solutions Developer for Grace-Hunt, LLC. Company: http://www.grace-hunt.com Blog: http://www.geoffvarosky.com Email: gvarosky@grace-hunt.com Twitter: @gvaro