Add custom actions to SharePoint ribbons

Vladi Gubler
Vladi Gubler
December 06, 2013 | Products

Hello,

Today we'll focus on an extremely useful, but not widely known feature of Smart Action Pro - adding custom button to context menus and ribbons in list views and forms. Sorry 2007 users - you do not get this feature :(.

As you know, Smart Action Pro helps you automate your SharePoint by configuring any combination of the 15 possible actions types. These actions run when you create/update/delete an item or based on the timer. They can also be executed manually when you select "Show as column" option in the Execution setting on Advanced Settings tab. It actually adds a new column to your list, according to the name of the action. Clicking on this column executes the action.

You can also have the action made available not just as a column, but also as a new button in the context menu and/or the ribbon. You can specify which one you want, select the minimum level of permissions the users must have to see the button and select one of the icons.

In the optional settings, you can specify your own icons (just enter the URL for 16x16 and 32x32 versions), ribbon group (by default it's added to Actions group, but it can be added to any other existing group, such as Manage or New). You can also enter Order (or Sequence) of the button, specifying the position it will take within its group. Again, all of these settings are optional, if you are not sure, just leave them blank.

Once the action is saved, the button is instantly added. You can even execute an action on several items at once by selecting the items in the view and clicking on the action button in the ribbon.

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