Thursday, February 20, 2014

Quick Steps in Lists

Often neglected, I find this hidden feature useful for making no-code solutions.
Its a bit messy though.
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To create, go to SPD > List > Custom Action > Choose where the button should appear. Its not completly obvious in my opinion so I’ve listed the name and where they’ll appear below.
When creating the manually from SPD, we got more alternatives than when creating a Quick Step directly from the Webgui. For example we now can add a webaddress, which can lead anywhere, either a local place on the sharepoint or somewhere offsite.
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Examples:
ListItem – Shows on the submenu on the listitem.
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Edit Form – Shows in the Edit Form.
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Display Form – shows in the Display Form.
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New Form – shows in the New Form
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View – Shows in the List Ribbonmenu
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From this custom actions we can also configure where the link should appear to some degree by modifying the Ribbon Location ID
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For example, the Display Form button lands in the Manage container per default.
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If I want to move this icon to right part of the form, I can change the .Manage. to .Actions.
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References:
http://blog.furuknap.net/sharepoint-2010-ribbon-locations - nice overview of where we can place our buttons.







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