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Using SharePoint Designer 2010 to Connect Specific Actions to SharePoint Lists

Our SharePoint-Videos curriculum on the fundamentals of SharePoint Designer 2010 includes a course on connecting specific actions to SharePoint lists with SharePoint Designer 2010. The intended audience for this class are SharePoint Administrators, Developers and Architects. Our course author, Asif Rehmani, uses this video tutorial to demonstrate how custom actions can be assigned to specific SharePoint lists.

By simply clicking on a list name in SharePoint Designer 2010, one can access a Summary Page for the list, which includes a “Custom Actions” section. Creating a custom action is as simple as clicking on the “New” button, naming the action, and providing a description for it. One uses the radio buttons on the bottom of the new custom action form to, for example, program a call to a stored form, or to activate a workflow stored in SharePoint, or even to visit a specific URL. Any of these options will be displayed when a drop down menu for a specific list is clicked in SharePoint 2010 by a user.

Obviously this is a powerful feature that permits a group of users to use SharePoint 2010 as the platform for regular business functions like adding customers to existing contact lists, or updating records based upon conditions. The power of the feature is derived from the considerable cost savings represented by this point and click addition of specific actions to lists, a feature that would cost much more money if developed with Visual Studio or another scripting tool. After all, specialized personnel with requisite skills would be required to write the needed scripts to deliver this same functionality. Finally, it should be noted that writing a script for a custom computing environment, rather than SharePoint 2010, represents IT development with a much higher cost.

By no means is the entire procedure accomplished merely by connecting specific actions to lists. Rather, workflows will have to be developed (once again with SharePoint Designer 2010) and/or custom forms, depending on the desired deliverable. In sum, this video covers a lot of the ground that will need to be traversed to connect custom no-code workflows and/or forms to SharePoint lists. It is worth noting that Asif Rehmani makes clear at both the start and finish of the tutorial that power users with the requisite permission levels to produce this type of functionality should be the sole audience for the instruction.

If you have questions about putting together the requisite video tutorials from our set, which should provide your group of SharePoint users with the instruction they require to build custom forms and workflows (as well as the related actions), please contact us at (630) 786-7026, or Contact Us to further a discussion about our video training content.

As ever, use this link to place an order for an annual subscription to SharePoint-Videos instructional content

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