2. KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide
3. Make your SharePoint solution
Easier to use
by adding Powerful and Relevant
Custom menus
4. SharePoint list menus are Generic:
No matter which item type
- you always get the
same generic menus
5. So, what’s the problem?
Waste of time & Usability issues
Too many clicks and page refreshes
Solutions less clear and less convenient
to business end-users
Issue gets worse in mobile environment
16. This is my
helpdesk workspace
Demo
I see an unassigned
issue that I wish to
work on
17. Since the issue is
unassigned, I see a single
custom action called
“Assign to me”
Once I click the
item I see it in
View mode
Demo
18. I am clicking the custom menu
to gain ownership over this
support ticket
Demo
19. Now the issue appears under “My
Support Tickets” web part
(which means it is assigned to me)
Demo
20. Conclusion:
You can use Custom Actions to
auto-update item fields without
having to edit the item!
Demo
By looking at the Support Tickets list,
you can see that the custom action
has updated the “Assigned To” and
“Issue Status” fields
21. If I click this item
Now I see 2 different custom
menus, which are relevant to me
as the support engineer to whom
this issue is assigned
Demo
22. If I now click this
item
After resolving this issue, I am
clicking the “Close Ticket”
custom menu to update the
relevant ticket’s fields.
Now I see 2 different custom
menus, which are relevant to me
as the support engineer to whom
this issue is assigned
Demo
23. I am redirected to the issue’s edit
form, That includes only the
relevant fields
(other fields are automatically updated)
Demo
24. Once I save my updates, I can see that
some additional fields were auto
updated
(Issue Status, Issue Closing Date)
Demo
26. Demo
Create a List Custom Action
Create a ribbon button that creates a
support ticket, auto-updates its fields
and then redirects the user to the
home page
27. 20% of my helpdesk calls look like this
(Replacing a printer toner)
I would like to have a custom
action that updates all fields
and leaves me only with this
one to update
Demo
29. After you deploy KWizCom Custom
Action Feature, you’ll notice a new
“Custom Actions Settings” menu
(In the List ribbon)
Demo
30. “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
(Edit/View item forms)
Demo
31. This is the List Custom
Actions settings page
To create a new custom
action, type its name and
click “Add Action”
Demo
32. Type the menu’s title and
description (tooltip)
The ribbon button’s
icon
Type the name/url of a
page to which the user
will be redirected after
the action completes
Demo
37. Here is the new List Custom
Action (Menu), visible only
to support engineers
When I click this menu…
Demo
38. I see only the fields that were not
auto-populated
Demo
39. New support ticket created,
already updated with all required
data and assigned to me.
Demo
40. Demo
Create an Item Custom Action
Configure an item-level menu called “Close Ticket”:
• Visible only to the helpdesk engineer to whom the
support ticket is assigned
• Auto updates Status field to “Closed” value
• Auto updates Issue Closing Date field to today’s value
• Redirect the user to the site’s home page
41. So, without this custom
action – this is what I need
to do to close a ticket…
57. Viewing the same support
ticket after it was closed
I see different actions!
Actions are context-sensitive
58. Summary
Customized menus, relevant
to your business logic
Less fields to update, less
page refreshes
Easily integrate with
workflows
Easier, user-friendly UX
61. 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.
Nimrod Geva
Product Group Manager, KWizCom
nimrod@kwizcom.com
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