In previous editions of SharePoint, adding custom actions required adding features with XML code and was generally a bit troublesome for non-developers. However, in SharePoint 2010, everything gets a bit easier, especially since you can now add at least some types of custom actions using SharePoint Designer 2010.
Open your Shared Documents library settings in SPD2010, assuming you have a Team Site–based site. If not, just choose any list or library.
Go to the Custom Action menu, and select the Display Form option on the Ribbon. Doing so launches a pop-up dialog box where you will configure your new Custom Action.
Note, as shown below, that you can select what kind of event you want happening when you click the Custom Action. If you have defined workflows, for example, you can have your Custom Action trigger that workflow easily.
In my example, I have chosen to create a custom action that opens the USP Journal web page.
Next, hit OK, and then navigate your browser to your chosen library. Upload a new document, and once done, click the item drop-down menu and select View Properties. The results should resemble this:
By the way, if you were to create a List Item Menu type of Custom Action, it would open up in the Edit Control Block, or item menu as it is more commonly known.
One more thing. The Navigate to URL type of event will open the URL inside the Ajax pop-up window and not in a full window. Just so you know…
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