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Thinking SharePoint? Think Jornata.




Creating Custom Actions in
     SharePoint 2010
                       Geoff Varosky
Prepared for
          Director, Development & Evangelism
Prepared by
                           Jornata
                    Jornata
                 gvarosky@jornata.com
                    61-63 Chatham Street
                    Fourth Floor
              Follow me on Twitter @gvaro
                 Boston, MA 02109
Submitted on     April 25, 2012
About Me
• Geoff Varosky
  – Jornata
     • Director, Development & Evangelism
     • BASPUG Co-Founder
     • SPS Boston Co-Organizer
  – Blog : www.sharepointyankee.com
  – Email: gvarosky@jornata.com
  – Twitter: @gvaro
  – LinkedIn & Facebook


              Thinking SharePoint? Think Jornata.
Agenda
• What are Custom Actions?
• Demonstrations
  – Using SharePoint Designer
  – Importing into Visual Studio
  – Finding Custom Actions
  – Building & Deployment in Visual Studio
• References
• Q&A


           Thinking SharePoint? Think Jornata.
What are Custom Actions?
• Bits of XML
  <CustomAction
        Id=“MyCustomAction”
        Location=“Microsoft.SharePoint.SiteSettings
        … />


• Links
  <CustomAction …>
        <UrlAction Url=“http://www.foo.com” />
  </CustomAction>


• JavaScript (optional)
  <CustomAction …>
        <UrlAction Url=“javascript:DoSomething();” />
  </CustomAction>


• Code Behind (optional)
  <CustomAction
        …
        ControlAssembly=“MyCode, Version=1.0.0.0, Culture=neutral,
  PublicKeyToken=63316a326e123aec"
        ControlClass=“MyCode.Class“ />



                   Thinking SharePoint? Think Jornata.
What are Custom Actions?
  • Controls
    – Button                                    – Menu
    – Checkbox                                  – Menu Section
    – Color Picker                              – MRU Split Button
    – Combo Box                                    • Most Recently Used

    – Drop Down                                 – Spinner
    – Flyout Anchor                             – Split Button
    – Insert Table                              – Text Box
    – Label                                     – Toggle Button


          Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
 <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">
       <URLAction URL=“” />
       <CommandUI></CommandUI>
 </CustomAction>
                 Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• Id (optional)
   – Specifies a unique identifier for custom action
   – May be a GUID or a unique term
   – Example: DeleteWeb

• GroupID (optional)
   – Identifies the unique group that this element is
     contained in
   – Example: SiteTasks


            Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• Location (optional)
  – Specifies the location for this custom action
  – Example: Microsoft.SharePoint.SiteSettings


• RegistrationType (optional)
  – Specifies the list, item content type, file type, or
    programmatic identifier that this action is
    associated with
  – Example: List


            Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• RegistrationId (optional)
   – Specifies the registration attachment for a per-
     item action
   – Example (List Identifier – Task List): 107
      • {$ListId:Lists/Tasks;}
      • (http://snipurl.com/ntd5g)

• Title (required)
   – Specifies the name of your action
   – Example: DeleteWeb


            Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• Description (optional)
   – Longer description for action which is shown as a
     tooltip or sub-description (where applicable) for
     the action


– Sequence (optional)
   – The order in which your action will appear.
   – If not specified, displayed in the order it is read by
     SharePoint by Feature and by order in element
     listing (XML).

             Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• UrlAction Tokens
  – ~site
      – References the current SPWeb context
  – ~sitecollection
      – References the current SPSite context
  – {ItemId}
      – GUID of the item action is called from
  – {ItemUrl}
      – URL of the item the action is called from




             Thinking SharePoint? Think Jornata.
(CustomAction) Anatomy 101
• UrlAction Tokens
  – {ListId}
     • GUID representation of the list
  – {SiteUrl}
     • References the URL of the SPWeb context the action is
       called from
  – {RecurrenceId}
     • Unsupported in context menus
         – http://go.gvaro.net/bHaqaQ




               Thinking SharePoint? Think Jornata.
What are Custom Actions?
• Can be bound to…
  – Lists
     • Tasks, Document Libraries, Custom, etc.




            Thinking SharePoint? Think Jornata.
What are Custom Actions?
• Can be bound to…
  – File Types
     • By Extension - .docx, .pl, .foo, .bar




             Thinking SharePoint? Think Jornata.
What are Custom Actions?
• Can be bound to…
  – Content Types
     • Tasks, Documents, Custom
     • All (0x)
        – http://go.gvaro.net/bbYxRy


  – Programmatic Identifiers
     • Tasks List (107)
     • Content Types (0x)




            Thinking SharePoint? Think Jornata.
Building Custom Actions
• SharePoint Designer 2010
• Visual Studio 2010
• CKS:DEV
  – Adds Custom Action Item Templates
  – http://cksdev.codeplex.com




• NotePad?

         Thinking SharePoint? Think Jornata.
Building Custom Actions
• SharePoint Designer 2010
  – Build Custom Actions
     • List Item Menu
     • List View, Edit, Display Forms
• Visual Studio 2010
  – Import from WSP file
  – Package
  – Add Functionality
  – Deploy


            Thinking SharePoint? Think Jornata.
DEMOS!
Building Custom Actions in SharePoint Designer 2010
 Importing Custom Actions into Visual Studio 2010
              Listing All Custom Actions
                    Using CKS:DEV
                Custom Action Groups
                Hiding Custom Actions
                     Maybe more?




        Thinking SharePoint? Think Jornata.
Bonus Round!
• Referencing JavaScript Files
  – Jan Tielens on EUSP
  – http://go.gvaro.net/dvCSS6
  – Can Add JavaScript into the HEAD of a page using a
    Custom Action
  – Location references “/_layouts/” always




           Thinking SharePoint? Think Jornata.
References
• Eric Kraus
  – Listing all Custom Actions in the Farm with
    PowerShell
  – http://go.gvaro.net/bD7OHm
• MSDN
  – Custom Action Definition Schema
     • CommandUI Defintions, Extensions, Handlers
     • CustomAction, CustomActionGroup, HideCustomAction
     • Default Locations and IDs
        – http://go.gvaro.net/9q0QV2


            Thinking SharePoint? Think Jornata.
References
• Wictor Wilén
  – Creating Custom Ribbon Extensions
  – Part 1 - http://go.gvaro.net/aFUwBW
  – Part 2 - http://go.gvaro.net/aGlydC
• Using JavaScript + Custom Actions to navigate
  Document Libraries
  – http://go.gvaro.net/h2w8mN




          Thinking SharePoint? Think Jornata.
References
• My Blog
  – www.sharepointyankee.com
    •   Search for “Custom Action”
    •   Creating Custom Actions with SharePoint Designer
    •   Default List Type IDs
    •   Deploying Custom Actions Across All List Types
    •   Custom Actions in SharePoint 2007
    •   SPBasePermissions Enumeration (Rights)
    •   Creating Custom Actions using SPD
    •   “Delete This Site”
    •   More…

             Thinking SharePoint? Think Jornata.
•   Meets 2nd Wednesday/Month
•   6P – 8PM
•   Microsoft N.E.R.D. Center
•   http://www.bostonsharepointug.org
•   Twitter: @BASPUG / #BASPUG


        Thinking SharePoint? Think Jornata.
•   April 28th
•   Waltham, MA
•   http://biy.ly/SPSBos
•   Twitter: @SPSBoston / #SPSBos


        Thinking SharePoint? Think Jornata.
Q&A
About Me
• Geoff Varosky
  – Jornata
     • Director, Development & Evangelism
     • BASPUG Co-Founder
     • SPS Boston Co-Organizer
  – Blog : www.sharepointyankee.com
  – Email: gvarosky@jornata.com
  – Twitter: @gvaro
  – LinkedIn & Facebook


              Thinking SharePoint? Think Jornata.

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Creating Custom Actions in SharePoint 2010

  • 1. Thinking SharePoint? Think Jornata. Creating Custom Actions in SharePoint 2010 Geoff Varosky Prepared for Director, Development & Evangelism Prepared by Jornata Jornata gvarosky@jornata.com 61-63 Chatham Street Fourth Floor Follow me on Twitter @gvaro Boston, MA 02109 Submitted on April 25, 2012
  • 2. About Me • Geoff Varosky – Jornata • Director, Development & Evangelism • BASPUG Co-Founder • SPS Boston Co-Organizer – Blog : www.sharepointyankee.com – Email: gvarosky@jornata.com – Twitter: @gvaro – LinkedIn & Facebook Thinking SharePoint? Think Jornata.
  • 3. Agenda • What are Custom Actions? • Demonstrations – Using SharePoint Designer – Importing into Visual Studio – Finding Custom Actions – Building & Deployment in Visual Studio • References • Q&A Thinking SharePoint? Think Jornata.
  • 4. What are Custom Actions? • Bits of XML <CustomAction Id=“MyCustomAction” Location=“Microsoft.SharePoint.SiteSettings … /> • Links <CustomAction …> <UrlAction Url=“http://www.foo.com” /> </CustomAction> • JavaScript (optional) <CustomAction …> <UrlAction Url=“javascript:DoSomething();” /> </CustomAction> • Code Behind (optional) <CustomAction … ControlAssembly=“MyCode, Version=1.0.0.0, Culture=neutral, PublicKeyToken=63316a326e123aec" ControlClass=“MyCode.Class“ /> Thinking SharePoint? Think Jornata.
  • 5. What are Custom Actions? • Controls – Button – Menu – Checkbox – Menu Section – Color Picker – MRU Split Button – Combo Box • Most Recently Used – Drop Down – Spinner – Flyout Anchor – Split Button – Insert Table – Text Box – Label – Toggle Button Thinking SharePoint? Think Jornata.
  • 6. (CustomAction) Anatomy 101 <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"> <URLAction URL=“” /> <CommandUI></CommandUI> </CustomAction> Thinking SharePoint? Think Jornata.
  • 7. (CustomAction) Anatomy 101 • Id (optional) – Specifies a unique identifier for custom action – May be a GUID or a unique term – Example: DeleteWeb • GroupID (optional) – Identifies the unique group that this element is contained in – Example: SiteTasks Thinking SharePoint? Think Jornata.
  • 8. (CustomAction) Anatomy 101 • Location (optional) – Specifies the location for this custom action – Example: Microsoft.SharePoint.SiteSettings • RegistrationType (optional) – Specifies the list, item content type, file type, or programmatic identifier that this action is associated with – Example: List Thinking SharePoint? Think Jornata.
  • 9. (CustomAction) Anatomy 101 • RegistrationId (optional) – Specifies the registration attachment for a per- item action – Example (List Identifier – Task List): 107 • {$ListId:Lists/Tasks;} • (http://snipurl.com/ntd5g) • Title (required) – Specifies the name of your action – Example: DeleteWeb Thinking SharePoint? Think Jornata.
  • 10. (CustomAction) Anatomy 101 • Description (optional) – Longer description for action which is shown as a tooltip or sub-description (where applicable) for the action – Sequence (optional) – The order in which your action will appear. – If not specified, displayed in the order it is read by SharePoint by Feature and by order in element listing (XML). Thinking SharePoint? Think Jornata.
  • 11. (CustomAction) Anatomy 101 • UrlAction Tokens – ~site – References the current SPWeb context – ~sitecollection – References the current SPSite context – {ItemId} – GUID of the item action is called from – {ItemUrl} – URL of the item the action is called from Thinking SharePoint? Think Jornata.
  • 12. (CustomAction) Anatomy 101 • UrlAction Tokens – {ListId} • GUID representation of the list – {SiteUrl} • References the URL of the SPWeb context the action is called from – {RecurrenceId} • Unsupported in context menus – http://go.gvaro.net/bHaqaQ Thinking SharePoint? Think Jornata.
  • 13. What are Custom Actions? • Can be bound to… – Lists • Tasks, Document Libraries, Custom, etc. Thinking SharePoint? Think Jornata.
  • 14. What are Custom Actions? • Can be bound to… – File Types • By Extension - .docx, .pl, .foo, .bar Thinking SharePoint? Think Jornata.
  • 15. What are Custom Actions? • Can be bound to… – Content Types • Tasks, Documents, Custom • All (0x) – http://go.gvaro.net/bbYxRy – Programmatic Identifiers • Tasks List (107) • Content Types (0x) Thinking SharePoint? Think Jornata.
  • 16. Building Custom Actions • SharePoint Designer 2010 • Visual Studio 2010 • CKS:DEV – Adds Custom Action Item Templates – http://cksdev.codeplex.com • NotePad? Thinking SharePoint? Think Jornata.
  • 17. Building Custom Actions • SharePoint Designer 2010 – Build Custom Actions • List Item Menu • List View, Edit, Display Forms • Visual Studio 2010 – Import from WSP file – Package – Add Functionality – Deploy Thinking SharePoint? Think Jornata.
  • 18. DEMOS! Building Custom Actions in SharePoint Designer 2010 Importing Custom Actions into Visual Studio 2010 Listing All Custom Actions Using CKS:DEV Custom Action Groups Hiding Custom Actions Maybe more? Thinking SharePoint? Think Jornata.
  • 19. Bonus Round! • Referencing JavaScript Files – Jan Tielens on EUSP – http://go.gvaro.net/dvCSS6 – Can Add JavaScript into the HEAD of a page using a Custom Action – Location references “/_layouts/” always Thinking SharePoint? Think Jornata.
  • 20. References • Eric Kraus – Listing all Custom Actions in the Farm with PowerShell – http://go.gvaro.net/bD7OHm • MSDN – Custom Action Definition Schema • CommandUI Defintions, Extensions, Handlers • CustomAction, CustomActionGroup, HideCustomAction • Default Locations and IDs – http://go.gvaro.net/9q0QV2 Thinking SharePoint? Think Jornata.
  • 21. References • Wictor Wilén – Creating Custom Ribbon Extensions – Part 1 - http://go.gvaro.net/aFUwBW – Part 2 - http://go.gvaro.net/aGlydC • Using JavaScript + Custom Actions to navigate Document Libraries – http://go.gvaro.net/h2w8mN Thinking SharePoint? Think Jornata.
  • 22. References • My Blog – www.sharepointyankee.com • Search for “Custom Action” • Creating Custom Actions with SharePoint Designer • Default List Type IDs • Deploying Custom Actions Across All List Types • Custom Actions in SharePoint 2007 • SPBasePermissions Enumeration (Rights) • Creating Custom Actions using SPD • “Delete This Site” • More… Thinking SharePoint? Think Jornata.
  • 23.
  • 24. Meets 2nd Wednesday/Month • 6P – 8PM • Microsoft N.E.R.D. Center • http://www.bostonsharepointug.org • Twitter: @BASPUG / #BASPUG Thinking SharePoint? Think Jornata.
  • 25. April 28th • Waltham, MA • http://biy.ly/SPSBos • Twitter: @SPSBoston / #SPSBos Thinking SharePoint? Think Jornata.
  • 26. Q&A
  • 27. About Me • Geoff Varosky – Jornata • Director, Development & Evangelism • BASPUG Co-Founder • SPS Boston Co-Organizer – Blog : www.sharepointyankee.com – Email: gvarosky@jornata.com – Twitter: @gvaro – LinkedIn & Facebook Thinking SharePoint? Think Jornata.