Adding Custom Actions in SharePoint Designer 2010

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.

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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.

08.01.02

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:

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Neat, eh?

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.

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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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Bjørn Furuknap

I previously did SharePoint. These days, I try new things to see where I can find the passion. If you have great ideas, cool projects, or is in general an awesome person, get in touch and we might find out together.

4 thoughts on “Adding Custom Actions in SharePoint Designer 2010”

  1. Hi, very good article!

    Can I create a custom action to initiate a list workflow developed on visual studio 2010?

    I do that with a list workflow developed with sharepoint designer, but when I tried to do this with another deployed WKF (make it on VS 2010), I don't have the workflow to select it.

    Pablo.

  2. Hi, very good article!

    Can I create a custom action to initiate a list workflow developed on visual studio 2010?

    I do that with a list workflow developed with sharepoint designer, but when I tried to do this with another deployed WKF (make it on VS 2010), I don't have the workflow to select it.

    Pablo.

  3. Hi Bjorn.
    I’ve created custom action a few times and I find myself needing to do something different.
    I have a custom list that will be used to enable staff to enter their whereabouts for the coming week. If they need to book a hotel at any point during that week I’ve included a simple yes/no check box that I’d like to either automatically direct them to another custom lists newform.aspx form or enable a custom action that was previously greyed-out or disabled.
    Can you think of a way to do this in SPD 2010 (I can’t use Visual Studio)
    I’d also like the save button in the hotel booking form to take the user back to the 1st ‘whereabouts’ list rather than the default action of displaying the default view of the hotel booking list.
    I hope that makes sense.
    Any thoughts?

    N03L.

  4. “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.”

    Is there a way to open this in full window instead of pop-up?

    Thanks.

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