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Jennifer Mason > Posts > SharePoint 2010- Create a New Quick Step & Custom Actions
June 10
SharePoint 2010- Create a New Quick Step & Custom Actions

Creating a new Quick Step allows you to add a ribbon item to perform a custom action, such as a workflow. When you create this Quick Step users can easily activate the workflow from the Ribbon. Below is a screenshot of the configured Quick Step in the ribbon:

To create this, from the Browser, select the List Ribbon and then select the Library Tab and the New Quick Step button.

From here, SharePoint Designer will open and you will be able to enter the data for the Quick Step:

You will notice that once you select ok you are redirected to the list page in SharePoint Designer and your Quick Step is listed under the Custom Action section.

 

Also notice the Ribbon. You will see that you have another location to create the custom actions. From this menu you can see that we can create the custom action in different locations and when you click one of those options you will see we have more options than just linking to a workflow.

When you select one of the items, you will see a similar entry screen that allows you to select the custom action you want to complete. You can navigate to a form, start a workflow or navigate to a URL.

Below are some screenshots with samples of the locations that you can add the items. I used a document library, so I don't have an example from the new item form that you would have in a list.

 

 

 

 

Comments

Differences

So First of all, Jennifer, thank you very much for responding.

As far as caching goes, I am pretty sure I cleared the cache using IE Tools, Delete all.  Also other Custom Actions from SharePoint designer work and render fine, for example we added a button to the list item drop down and that worked.

Only when we try to add custom action buttons to the ribbon, Quick Step or Manage areas.

I did a dump of the list settings on the two lists using powershell.  I will look them over and see what I can find.

Thanks
Jennifer MasonNo presence information on 4/25/2011 1:24 AM

Not that I have seen.

I have done this in multiple lists in one site without issues.  First thing I would check is to make sure you dont have a cache issue.  Once you complete it in SPD are you certain you are checking on a page that has updated?

Also, can you give me more information about the list it is not working on?

Thanks!
Jennifer
Jennifer MasonNo presence information on 4/25/2011 1:24 AM

Sometimes it works and sometimes it doesn't

In the same site different libraries, this works in one library and won't work in the other.  That is the Custom action seems to be applied in SPD, but the QuickSteps do not appear in the ribbon.

Is there any library setting that may affect the appearance of the quick steps tab?
Jennifer MasonNo presence information on 4/25/2011 1:24 AM

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How to get the command icon to appear on Page ribbon?

I have a Wiki library and a Quick Step button to initiate a workflow. The button appears when in the page is selected in Wiki library itself. However I want that button present on the Page ribbon when a user has the page open. How can this be done? There is no option in SPD to place the custom action on the Page ribbon.
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