This is the third blog post in our "Top 5 features of the qList-Form Web Part" series. The two other posts can be found here:
Setting the stage:
You’re in your inbox looking at emails. All emails sent in the last hour are HR related so you decide to file them into your HR folder. What do you do? You select them, right click or use an action button to move them to the HR folder. Alternatively, you can open them one at a time and perform the exact same operation.
Making the case:
Can you accomplish the above actions viewing a SharePoint list or working with an item (adding, editing, or displaying it)? You definitely can’t take actions on the SharePoint list because your options are limited. When you select more than one item, you can only click "delete item." You are extremely limited when you are viewing an item and when you are editing or adding a new item you only have “save and close” and “cancel” to work with.
Making it relevant:
Wouldn’t it make sense to present the users with actions that best suits their business processes? For example, being able to perform bulk changes on a list or delete, copy, move, go to URL, or start workflow on an item whether you are adding it, editing it, or viewing it.
Quest Web Parts for SharePoint custom actions can virtually do anything you want with the data and such actions can be called from qListView, qListForm, and System Integration web parts qSIListView, qSIListForm.
Configuring the solution:
Here is how custom actions are added to Quest Web Parts
- Browse to the Quest configured qListView or qListForm web part and launch EzEdit
- Under the Display tab scroll to the Custom Actions Parameter and click on Edit
- Right-click on either toolbar buttons or context menus and select “Add Action Items”
- List View: The action can appear on the tool bar or as a context menu option.
- Form View: The action can appear on the tool bar
- Click on the NewActionItem and provide
- ID value,
- Text: What will appear to end users
- Prompt Text: Confirmation prompt message text
- Other parameters include a shortcut keystroke, a prompt image, who sees the action
- Towards the bottom of the screen click on Add Action
- Provide a name and select the action type
- Action Types include: Delete, Move, Copy, GoToURL, GoToSource, StartWorkflow, ReturnToMasterChart, or Custom.
- Further configure your parameters based on your selection. For example, if you select the Move action type then you will have to provide the Target Site URL, the Target List Name, and the Target folder
- Click OK to save the action
- You can repeat the process to add more actions. If you have more than one action you can choose the sequence of actions which in turn will determine the order of what action runs first
- Click Apply to save your changes, OK to exit the custom action parameter and another Ok to save the Web Part
- Custom Action to move items on a list view
- Custom action to archive and start workflow on a list form
Ghazwan Khairi - Quest SharePoint Solutions Expert