My Notes – Adding a Custom Action Menu Item

This post is really about documenting a really trivial, and often blogged about, feature within SharePoint: adding custom actions to the Site Actions menu.

Why another post? Simply because, for me, the final solution to my particular problem involved the amalgamation of a couple different posts. Six months down the road, this becomes difficult to track down or recreate, so I like to document the entire experience, what worked, what didn’t. If anyone is not clear on a piece of it, let’s discuss in the comments.

Scenario: I’d like to add a custom action menu item to the Site Actions menu, positioned below the New Document Library link.

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Link to a Document Opens in Read Only Mode

When clicking on links to documents within a SharePoint 2010 environment, users aren’t prompted for whether or not they want to open the documents in Read Only or Edit mode. Instead, the files are opened directly in Read Only mode. Attempting to save a document after making edits, will only result in an error that the document is a read only document. This can be confusing for users.

This post will outline how to get around this issue and what the potential options are.

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Displaying Tags & Notes on Items in SharePoint 2010

This post is a continuation of an article written by Glyn over on his blog. You can read the full article here: Showing which list items have tags or notes in SharePoint 2010.

What I’ll be covering in this post, is extending his article to solve the issues he mentions in his Next Steps and Limitations bit:

I’m fairly happy with the result that this script and technique gives, although there are some nagging annoyances. Whilst investigating this I tried to repeat the same behaviour as the Tags And Notes icon found in the ribbon, i.e. it would be nice to be able to click on the icons and view/ add tags and notes for the individual items. Unfortunately I found that by adding in the functions to open up the dialog with multiple instances on a page it would always refer to the first item clicked.

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