Archive for March, 2017

Microsoft announced today that Access Services in SharePoint are slowly going away in favor of Microsoft PowerApps! Starting in two months (June 2017), you will no longer be able to create Access-based apps in SharePoint Online, and you have until April 2018 to convert your existing Access apps to PowerApps or any other tool that fits your business needs.

Access SharePoint

To make the transitioning process smoother, Microsoft has added a feature in Office 365 allowing you to export your data from the Access app, to a SharePoint list from where you can take advantage of both PowerApps and Flow to build modern and mobile-ready business applications. You can find more information about the process here.

As for everyone who is running SharePoint On-Premises, not only will Access Services and Access Web Apps be supported for the remainder of your current SharePoint support timeline, but they will also be included in the next version of SharePoint Server!

For all those of you who think that SharePoint 2016 is the last version of SharePoint On-Premises, this blog post is another proof that there will be another version of SharePoint Server . An important note is that this does not affect the Desktop version of access, but simply Access Services in SharePoint!

I am wondering, how many of you use Access Services in SharePoint Online currently? If you use it simply type something in the comments! You can find the Original Announcement on the Microsoft Tech Community!

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When creating a new Site Collection by PowerShell, we have the option to apply the Site Template Directly, however you must know the Template ID for that site. For example you will need to give PowerShell the #STS1 to create a team site.  Here is the SharePoint 2016 Site Template ID List for you to use in your own PowerShell scrips. This is really all the available templates, however some of them are obsolete (as marked in their description), so do not use them.

SharePoint 2016 Site Template ID

An example to create a Team site would be:

 

Template ID

Title

Description

ACCSRV#0 Access Services Site Microsoft Access Server
ACCSVC#0 Access Services Site Internal Microsoft Access Server Internal
ACCSVC#1 Access Services Site Microsoft Access Server
APP#0 App Template A base template for app development. It provides the minimal set of features needed for an app.
APPCATALOG#0 App Catalog Site A site for sharing apps for SharePoint and Office
BDR#0 Document Center A site to centrally manage documents in your enterprise
BICenterSite#0 Business Intelligence Center A site for presenting Business Intelligence content in SharePoint.
BLANKINTERNET#0 Publishing Site This template creates a site for publishing Web pages on a schedule, with workflow features enabled. By default, only Publishing subsites can be created under this site. A Document and Picture Library are included for storing Web publishing assets.
BLANKINTERNET#1 Press Releases Site This template creates the Press Releases subsite for an Internet-facing corporate presence website.
BLANKINTERNET#2 Publishing Site with Workflow A site for publishing Web pages on a schedule by using approval workflows. It includes document and image libraries for storing Web publishing assets. By default, only sites with this template can be created under this site.
BLANKINTERNETCONTAINER#0 Publishing Portal A starter site hierarchy for an Internet-facing site or a large intranet portal. This site can be customized easily with distinctive branding. It includes a home page, a sample press releases subsite, a Search Center, and a login page. Typically, this site has many more readers than contributors, and it is used to publish Web pages with approval workflows.
BLOG#0 Blog A site for a person or team to post ideas, observations, and expertise that site visitors can comment on.
CENTRALADMIN#0 Central Admin Site A site for central administration. It provides Web pages and links for application and operations management.
CMSPUBLISHING#0 Publishing Site A blank site for expanding your Web site and quickly publishing Web pages. Contributors can work on draft versions of pages and publish them to make them visible to readers. The site includes document and image libraries for storing Web publishing assets.
COMMUNITY#0 Community Site A place where community members discuss topics of common interest. Members can browse and discover relevant content by exploring categories, sorting discussions by popularity or by viewing only posts that have a best reply. Members gain reputation points by participating in the community, such as starting discussions and replying to them, liking posts and specifying best replies.
COMMUNITYPORTAL#0 Community Portal A site for discovering communities.
DEV#0 Developer Site A site for developers to build, test and publish apps for Office
EDISC#0 eDiscovery Center A site to manage the preservation, search, and export of content for legal matters and investigations.
EDISC#1 eDiscovery Case This template creates an eDiscovery case. Users create locations where they can preserve or export data.
ENTERWIKI#0 Enterprise Wiki A site for publishing knowledge that you capture and want to share across the enterprise. It provides an easy content editing experience in a single location for co-authoring content, discussions, and project management.
GLOBAL#0 Global template This template is used for initializing a new site.
GROUP#0 Group A site template used to create a Group.
MPS#0 Basic Meeting Workspace A site to plan, organize, and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents.
MPS#1 Blank Meeting Workspace A blank meeting site for you to customize based on your requirements.
MPS#2 Decision Meeting Workspace A site for meetings that track status or make decisions. It provides lists for creating tasks, storing documents, and recording decisions.
MPS#3 Social Meeting Workspace A site to plan social occasions. It provides lists for tracking attendees, providing directions, and storing pictures of the event.
MPS#4 Multipage Meeting Workspace A site to plan, organize, and capture the results of a meeting. It provides lists for managing the agenda and meeting attendees in addition to two blank pages for you to customize based on your requirements.
OFFILE#0 (obsolete) Records Center (obsolete) This template creates a site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site also lets you manage whether records can be deleted or modified after they are added to the repository.
OFFILE#1 Records Center This template creates a site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site also lets you manage whether records can be deleted or modified after they are added to the repository.
OSRV#0 Shared Services Administration Site This template creates a site for administering shared services
POINTPUBLISHINGHUB#0 PointPublishing Hub A site template used to create a pointpublishing hub site.
POINTPUBLISHINGPERSONAL#0 PointPublishing Personal A site template used to create a pointpublishing personal site.
POINTPUBLISHINGTOPIC#0 PointPublishing Topic A site template used to create a pointpublishing topic site.
POLICYCTR#0 Compliance Policy Center
PPSMASite#0 PerformancePoint
PRODUCTCATALOG#0 Product Catalog A site for managing product catalog data which can be published to an internet-facing site through search. The product catalog can be configured to support product variants and multilingual product properties. The site includes admin pages for managing faceted navigation for products.
PROFILES#0 Profiles This template creates a profile site that includes page layout with zones
PROJECTSITE#0 Project Site A site for managing and collaborating on a project. This site template brings all status, communication, and artifacts relevant to the project into one place.
PWA#0 Project Web App Site Microsoft Project Web App
PWS#0 Microsoft Project Site A site that supports team collaboration on projects. This site includes documents, issues, risks, and deliverables which may be linked to tasks in Project Web App.
SGS#0 Group Work Site This template provides a groupware solution that enables teams to create, organize, and share information quickly and easily. It includes Group Calendar, Circulation, Phone-Call Memo, the Document Library and the other basic lists.
SPS#0 SharePoint Portal Server Site This template is obsolete.
SPSCOMMU#0 Community area template This template is obsolete.
SPSMSITE#0 Personalization Site A site used for hosting personal sites (My Sites) and the public People Profile page. This template needs to be provisioned only once per User Profile Service Application, please consult the documentation for details.
SPSMSITEHOST#0 My Site Host A site used for hosting personal sites (My Sites) and the public People Profile page. This template needs to be provisioned only once per User Profile Service Application, please consult the documentation for details.
SPSNEWS#0 News Site This template is obsolete.
SPSNHOME#0 News Site A site for publishing news articles and links to news articles. It includes a sample news page and an archive for storing older news items.
SPSPERS#0 SharePoint Portal Server Personal Space This web template defines a Personal Space for an individual participating on a SharePoint Portal.
SPSPERS#10 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage, on-demand Social and Multilingual User Interface with document parser disabled at web level features for an individual participating on a SharePoint Portal.
SPSPERS#2 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with both Social and Storage features for an individual participating on a SharePoint Portal.
SPSPERS#3 Storage Only SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage features for an individual participating on a SharePoint Portal.
SPSPERS#4 Social Only SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Social features for an individual participating on a SharePoint Portal.
SPSPERS#5 Empty SharePoint Portal Server Personal Space This web template defines a empty Personal Space.
SPSPERS#6 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage and on-demand Social features for an individual participating on a SharePoint Portal.
SPSPERS#7 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage, Social and Multilingual User Interface features for an individual participating on a SharePoint Portal.
SPSPERS#8 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage, on-demand Social and Multilingual User Interface features for an individual participating on a SharePoint Portal.
SPSPERS#9 Storage And Social SharePoint Portal Server Personal Space This web template defines a minimal Personal Space with Storage, on-demand Social with document parser disabled at web level features for an individual participating on a SharePoint Portal.
SPSPORTAL#0 Collaboration Portal A starter site hierarchy for an intranet divisional portal. It includes a home page, a News site, a Site Directory, a Document Center, and a Search Center with Tabs. Typically, this site has nearly as many contributors as readers and is used to host team sites.
SPSREPORTCENTER#0 Report Center A site for creating, managing, and delivering Web pages, dashboards, and key performance indicators that communicate metrics, goals, and business intelligence information.
SPSSITES#0 Site Directory A site for listing and categorizing important sites in your organization. It includes different views for categorized sites, top sites, and a site map.
SPSTOC#0 Contents area Template This template is obsolete.
SPSTOPIC#0 Topic area template This template is obsolete.
SRCHCEN#0 Enterprise Search Center A site focused on delivering an enterprise-wide search experience. Includes a welcome page with a search box that connects users to four search results page experiences: one for general searches, one for people searches, one for conversation searches, and one for video searches. You can add and customize new results pages to focus on other types of search queries.
SRCHCENTERLITE#0 Basic Search Center A site focused on delivering a basic search experience. Includes a welcome page with a search box that connects users to a search results page, and an advanced search page. This Search Center will not appear in navigation.
SRCHCENTERLITE#1 Basic Search Center The Search Center template creates pages dedicated to search. The main welcome page features a simple search box in the center of the page. The template includes a search results and an advanced search page. This Search Center will not appear in navigation.
STS#0 Team Site A place to work together with a group of people.
STS#1 Blank Site A blank site for you to customize based on your requirements.
STS#2 Document Workspace A site for colleagues to work together on a document. It provides a document library for storing the primary document and supporting files, a tasks list for assigning to-do items, and a links list for resources related to the document.
TBH#0 In-Place Hold Policy Center A site to manage policies to preserve content for a fixed period of time.
TENANTADMIN#0 Tenant Admin Site A site for tenant administration. It provides Web pages and links for self-serve administration.
visprus#0 Visio Process Repository A site for viewing, sharing, and storing Visio process diagrams. It includes a versioned document library and templates for Basic Flowcharts, Cross-functional Flowcharts, and BPMN diagrams.
WIKI#0 Wiki Site A site for a community to brainstorm and share ideas. It provides Web pages that can be quickly edited to record information and then linked together through keywords
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Service Accounts are a very big part of installing every version of SharePoint, however everyone has a different way of setting them up. And once you install your SharePoint with a set of service accounts, it’s not always easy to change them. Let’s take a look at the SharePoint 2016 Service Accounts that I reccomend.

SharePoint 2016 Service Accounts

Every SharePoint administrator you ask, will have a different opinion on how many service accounts you need and whether you should have dedicated service accounts for some Service Applications or certain administration tasks. Even if all SharePoint Administrators have different opinions, it doesn’t mean some are wrong and some are right, there is no real “golden” solution that will be good for every SharePoint farm out there. From my experience with SharePoint, here are the Service Accounts that I recommend for your SharePoint 2016 implementation.

SharePoint 2016 Service Accounts

The following Service Accounts can be named according to your companies naming convention. Local Security Policies only need to be configured if you have Group Policies that will take those away.

Account

Description

Local / Application Permissions

Local Security Policy

SP_Admin

This account will be used to Install and configure the SharePoint farm initially. After the initial setup, you can grant the farm administrator rights to your SharePoint Administrators account so they can log in and manage SharePoint with their own account.

  • Domain User
  • Local Administrator on the SharePoint Servers
  • Member of the following SQL Roles
    • DB Creator
    • Security Admin
Back up files and directories

Debug Programs

Manage auditing and Security log

Restore files and directories

Take ownership of files or other objects

SP_Farm

Runs the SharePoint Timer and Administration Service

  • Domain User
  • Member of the following SQL Roles
    • DB Creator
    • Security Admin

Allow log on locally

Adjust memory quotas for a process

Impersonate a client after authentication

Log on as a batch job

Log on as a service

Replace a process level token

SP_Services

Runs the Application Pool for most of your Service Applications. There are some service applications that require more rights and a dedicated Service Account is recommended. We’re converting those a bit lower in this blog post!

  • Domain User

Adjust memory quotas for a process

Log on as a batch job

Log on as a service

Replace a process level token

Impersonate a client after authentication

SP_Pool

Runs the Application Pool for your Web Applications.

  • Domain User

Impersonate a client after authentication

Log on as a batch job

Lon as a service

SP_Crawl

The Default Content Access Account for the Search Service Application. This account is sued to crawl the content of your SharePoint Web Applications.

  • Domain User
  • This account needs to have Read Access on all your Web Applications (given automatically)
SP_Sync

Used to synchronize profiles between AD and SharePoint Server 2016

  • Domain User
  • Needs to have “Replicate Directory Changes” in the Active Directory >> Tutorial here
SP_C2WTS

Used to run the Claims to Windows Token

Service

  • Domain User
  • Local Administrator on all SharePoint Servers running the C2WTS service

Act as part of the operating system

Impersonate a client after authentication

Log on as a service

SP_SU

Object cache account (Super User). Must not be an account that will ever be used to log in to the site.

  • Domain User
  • Full Control on your Web Applications
SP_SR

Object cache account (Super Reader). Must not be an account that will ever be used to log in to the site.

  • Domain User
  • Full Read on your Web Applicationss

SQL Service Accounts

The following Service Accounts are recommended for your dedicated SQL Server hosting SharePoint databases and can be named according to your companies naming convention. Local Security Policies only need to be configured if you have Group Policies that will take those away.

Account

Description

Local / Application Permissions

Local Security Policy

SP_SQLAdmin

This account will be used to Install and configure the SQL Server initially. After the initial setup, you can grant the SQL Admin rights to your SQL Administrators account so they can log in and manage SQL with their own account.

  • Domain User
  • Local Administrator on the SQL Server
Back up files and directories

Debug Programs

Manage auditing and Security log

Restore files and directories

Take ownership of files or other objects

SP_SQLEngine

This account will run the Database Engine service

  • Domain User
Log on as a service

Replace a process-level token

Bypass traverse checking

Adjust memory quotas for a process

Perform Volume Maintenance Tasks (Only If you want to enable Instant File Initialization)

SP_SQLAgent

This account will run the SQL Server Agent Service

  • Domain User
Log on as a service

Replace a process-level token

Bypass traverse checking

Adjust memory quotas for a process

Other Accounts Depending on your Scenario

Depending on what features you plan to use in your SharePoint 2016 implementation, here are some other Service Accounts that I recommend:

Account

Description

Local / Application Permissions

Local Security Policy

SP_WFM

This account would be used as the RunAs account for the Workflow Manager and Service Bus Farms. If you want, you could create a dedicated account for each.

  • Domain User
  • Local Administrator on the WFM Servers
  • Full Control to the Web Applications where Workflow Manager will be used

Impersonate a client after authentication

Log on as a service

Log on as a batch job

SP_Access

This account would be used to run the Service Application Pool for the Access Apps for SharePoint Service Application. The reason of a dedicated service account is that this account requires special permissions in SQL as well as special settings on the Access App Services Service Application

  • Domain User
  • Member of the following SQL Roles
    • DB Creator
    • Security Admin
  • Read/Write permission to the config cache folder located at C:\ProgramData\Microsoft\SharePoint\Config
  • The IIS Application Pool running the Access App Services Service Application needs to have “Load User Profile” at True. Navigate to the IIS Application Pools , and from Advanced Settings, change “Load User Profile” to True.

Adjust memory quotas for a process

Log on as a batch job

Log on as a service

Replace a process level token

Impersonate a client after authentication

SP_PowerPivot

The PowerPivot unattended data refresh account is a designated account for running PowerPivot data refresh jobs in a SharePoint farm.

  • Domain User
  • Read permissions to external data sources

General Recommendations for SharePoint 2016 Service Accounts

Whatever accounts you choose, here are some recommendations that you need to follow for your SharePoint 2016 service accounts.

First of all, the length of your Service Accounts Username should be less than 20 (including domain name). This is due to the SAM-Account-Name attribute (also known as the pre–Windows 2000 user logon name) which is limited to 20 characters in the AD Schema. For example, CORP\SP16Prod_SuperReader is 25 characters and would be too long.

My second recommendation is to use different service accounts for each environment. For example, your production might have a SP_Services, while your QA account would be SPQ_Services. This makes sure that nothing in a farm can affect the other one, and if you ever want to test for example changing the password of the managed account, or giving the password of the QA account to someone else, you will not compromise the security and stability of your production SharePoint farm.

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I am extremely happy to announce that my 8th Pluralsight course and already second one of 2017 is published and this one is on how to Install and Configure Office Online Server.

Office Online Server, previously known as Office Web Apps, is an Office server product that delivers browser-based versions of Word, PowerPoint, Excel, and OneNote. By connecting Office Online Server to SharePoint, Exchange, and Skype for Business, you will add more features to your existing deployment and deliver a better collaboration experience to your users. Furthermore, Office Online Server is a mandatory prerequisite for offering most Business Intelligence features in your SharePoint 2016 environment and also enables the Durable Links functionality in SharePoint.

In this course, Installing and Configuring Office Online Server, you’ll learn foundational knowledge of Office Online Server. First, you will learn how to architect and create an Office Online Server farm. Next, you’ll learn how to connect SharePoint, Exchange, and Skype for Business Server to your Office Online Server farm. Finally, you’ll learn how to maintain, patch, and troubleshoot your Office Online Server deployment.

When you’re finished with this course, you will have the skills and knowledge of Office Online Server needed to install, configure, and maintain Office Online Server in your organization. This course also covers the objectives related to Office Online Server in the 70-339, 70-334, and 70-345 exams for SharePoint Server 2016, Exchange Server 2016, and Skype for Business Server 2015 respectively.

Office Online Server

This course is aimed at the SharePoint, Exchange, Skype for Business or general SysAdmin who needs to install, configure and maintain Office Online Server in their organization. This course is also useful if you want to pass the 70-339, 70-345 or 70-334 exams towards your MCSE: Productivity

Office Online Server

You can find the course on Pluralsight at : http://spvlad.com/InstallConfigureOOS or by clicking the banner below. You can also view all my other Pluralsight courses on SharePoint 2016, PowerShell and Office 365 on my author page

Office Online Server

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Leave a comment and don’t forget to like the Absolute SharePoint Blog Page   on Facebook and to follow me on Twitter here  for the latest news and technical articles on SharePoint.  I am also a Pluralsight author, and you can view all the courses I created on my author page.
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Product analysis by Vlad Catrinescu – requested by KWizCom , but thoughts are my own.

One of the benefits of SharePoint is to make it easier for users to do their day to day tasks, and to automate as many processes as possible. While SharePoint allows developers to create advanced workflows and custom actions, Business Users that do not have a deep knowledge of SharePoint are often left powerless and do not customize their SharePoint experience to make them more productive. Luckily, the Microsoft partner ecosystem stepped up and created a lot of solutions to add features on top of SharePoint and allow business users to get the most out of it.

In this blog post, we will talk about KWizCom Custom Actions. KWizCom Custom Actions, part of KWizCom Forms (Ent. edition) enable non-technical users to implement their required use-cases, without having to deal with technical workflow tools. These implemented business scenarios can include a mixture of automated activities with manual user input.

KWizCom Custom Actions

KWizCom Custom Actions Review

For this review, I have logged in a KWizCom demo environment that has some built in lists so we have some content to play with. One of those lists is a IT Helpdesk list, so let’s see what we can automate and make easier for our users. KWizCom Custom Actions allow us to create both List Custom Actions, as well as Item Custom Actions. List custom actions allow us to create custom actions at the list level, such as “Create a new Hardware Bug”. The Item Custom Actions apply to a certain item only for example “Assign Ticket to Me” and this will be displayed in the context of a ticket only.

Before creating the custom action, here is what the form looks like. As you see, it’s already a bit customized with KWizCom Forms, but that is not a prerequisite for using KWizCom Custom Actions. (You need to have KWizCom Forms installed, but this specific form does not need to use them in order to use custom actions)

My goal on what to create is a custom action, that will create a New Hardware Bug, and only show me the fields about the Issue Details. Since I am submitting a support ticket, I don’t have any information about the Issue Resolution Details yet. So, let’s see how we can build it. First, I will go to the List Custom Actions settings page, and add a new Custom Action. As you see I can enter the Title, a Description (which is displayed as a tooltip when hovering over the custom action in the ribbon), a confirmation if I want my user to confirm before activating the custom action as well as a custom icon for my custom action, so it’s easily recognizable in the ribbon. I can also redirect my user to for example the Edit Item view of the item I am creating, or to a different view. Lastly, I can use KWizCom Custom Actions to overwrite the “New Item” button from the ribbon. If I would select that checkbox, every time someone would click on New Item, it would activate this Custom Action and do whatever I will configure this Custom Action to do.

A bit lower on the page, I can choose to whom this action will be visible. For example, I have selected below that this action should only be visible to the users that are part of the Helpdesk Customers group, and create a new List item and automatically update the field Category to Hardware. Also, don’t show me all the columns, but only the “Issue Detail” field group, because when I open a new ticket, I don’t need to see/enter information about the resolution.

Lastly, KWizCom Custom Action allows me to start certain workflows after a custom action is done. By Default, with SharePoint Designer, I can start a workflow when an item is created, modified or manually start it. With KWizCom Custom Actions I can start a workflow automatically after running a certain action on an item. Maybe opening a hardware bug, a software bug and a change request shouldn’t all trigger the same workflow.

After clicking Save, I can now see the “New Hardware bug” custom action in my Ribbon

When clicking on the New Hardware Bug Custom Action, I have a form that only displays the issue Details group as we wanted it to, the category is Hardware, and since we told our Custom Action to auto-update it, as you see it doesn’t even show up on the columns we need to fill. This make sure that the maximum number of information is filled in by the Custom Action, and users only see the relevant columns they need to enter information on. The less time they will spend on filling this form, the more time they will have to be productive.

After entering the information and clicking on Save, the item got created and the new Helpdesk ticket workflow started! Pretty awesome!

Now let’s take a look at an Item-level Custom Action. For example, let’s create a Custom Action that would “Close Ticket”. The goal of this action would be to close the ticket, and only show the helpdesk technician the information needed to close the ticket such as Issue Resolution. Furthermore, this custom action should only be visible to tickets that are in progress, and that are assigned to the Helpdesk technician currently looking at the ticket. Let’s go to the Item Custom Actions settings page and create a new custom action. We will enter a title, a description as well as a confirmation ticket to make sure that Helpdesk technicians really want to close the current ticket. I could set this action to overwrite the default Edit Item form, but I don’t want to in this specific business case.

We will then enter the Action visibility criteria. We want to make this custom action only visible to Helpdesk technicians part of the Support Active Directory group. Furthermore, it should only be visible when the issue status is assigned, and when it’s assigned to the Helpdesk technician currently opening the list item. Note that even if everything worked perfectly, it seems that the [Me] in the people picker has an error, but everything worked, so it must be a small UI error.

Next up we need to decide what this custom action will do. We will edit the list item, change the Issue status to Closed as well as the Issue closing status to [Today]. I really like the fact that KWizCom Custom actions supports tokens such as [Me] or [Today], it truly makes custom actions more dynamic. Next up, we only want to show the Resolution details field group, because no use in seeing the issue details, then switching to the issue resolution tab to enter the required information. When we close a ticket, we simply want to enter the information about the resolution and that’s it. Lastly, I will start a Customer Feedback Workflow. This is a great example where I could not really have done this without the Out of the Box SharePoint Designer workflows, because an item might be edited 50 times before being closed, so I would have had to left this workflow at “Manually Started”. With this custom action, I know that every time a Helpdesk Technician closes a ticket using this custom action, not only will they only see the required fields and save them a few clicks every time, it will also automatically start the correct workflow. Something that I realized is that in the Available Workflows, it seems that all workflow versions are displayed in the KWizCom Custom Actions version I tested, even older versions of a workflow. If a workflow has been edited a lot, it might appear multiple times in the Available Workflows box with a (Previous Version #date) near it.

So now I will go to one of my ticket and let’s look at the result. I logged in with a user in the Support group (Support One) and assigned the ticket to that user. As you see, the Close Ticket Custom action appeared in my ribbon under Item Actions.

Now when I click that Custom Action, I will first have to confirm that I really want to do that. This pop-up is displayed because we have set this text as confirmation earlier, when configuring the Custom Action.

Once we click on OK, we will have to enter the missing information needed to close the ticket, so the Resolution Details. We didn’t have to change the Issue Status, or specify the Closing date because all those are automatically managed by the Custom Action engine.

The ticket is now closed, and our Customer Feedback Workflow has been started! Pretty awesome time saver to be able to click one button, and have all this done for you.

Another thing that I can do with KWizCom Custom Actions is bulk change items. For example, I have a task list, and I create a custom action called “Assign to me”. The goal of this Custom Action is to have a button to assign a task to myself, so I don’t have to edit the task, choose myself from the people picker, and save it. I entered a Title and Description, and I specified the Redirect on Complete to go to the “My Tasks” View. This way, after I assign myself to a task, I will go to the view where all my tasks are.

What this Custom Action will do is change the “Assigned To” field to myself, the currently logged in user. After clicking Add, in this version of KWizCom Custom Action I see that the people picker displays a little error, however everything was successfully added.

Now let me go back to my list and test it out. The beauty is that with Item Custom Actions that require no Input, I can run them on multiple items at once.

By default, when running a Custom Action on multiple items you need to confirm it.

Once you click on OK, it will take a few seconds to run this on multiple items, but you will see the progress in real time.

Finally, I was redirected to the My Tasks view, and as you can see both tasks have been assigned to me! One click on the custom action and it saved me about 10 clicks!

Conclusion

In this blog post we have reviewed KWizCom Custom Actions, which is part of KWizCom Forms (Enterprise Edition). KWizCom Custom Actions allow us to create Custom Actions (buttons in the ribbon) that will do multiple things, with a single click. In this blog post we have seen how to create both List Custom Actions as well as Item Custom actions that allowed us to create items, or edit them and fill in most of the details that we needed automatically. Furthermore, KWizCom Custom Actions allows us to only display Custom Actions to certain people, or in certain cases with dynamic conditions.

I found KWizCom Custom Actions to be really easy to use and without having to read the documentation, I was able to create some pretty cool Custom Actions! If you’re looking to allow your business users to create powerful custom actions without the need of a developer, definitely check out KWizCom Custom Actions by clicking on the logo below!

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