Anyone worked with Action Categories yet? This "feature" was enhanced in SP1, but is not a very well known feature, so it seems. So it's worth to write a blog post about it. Hopefully this time nobody else wrote about it, because people might start thinking that I'm just copying stuff (inside joke).
First of all: what is an Action Category?
Well, let's take for example the Customer List (Page 22). The action categories on this page are "New", "Process" and "Report", which are the three default action categories on each page.
Now, it IS possible to change AND add action categories. And this is possible in the development environment as in configuration mode.
Working with action categories in the development environment
On page-level, you've got the property "PromotedActionCategoriesML".
This is the place where you should start. As you can see, it is "undefined" by default. This actually means that New, Process and Report will be used by default. So, let do something with it. I just fill inENU=WaldoIt is a ML-property, which means you can use multiple languages. I will only use ENU in this blog. As you can see, it changed the first Action Category to "Waldo".
So, you can deviate the necessary things here:
If this isn't clear, here are a few examples:
How to use your own categories?
This last example brings us to this new challenge (if you can call it a challenge). If you want to put a certain action into a certain action category, one might expect that there would be properties on Action-level. And yes indeed. On Action-level, we've got "PromotedCategory", which offers these options: New,Process,Report,Category4,Category5,Category6,Category7,Category8,Category9,Category10
This also means a few things:
So, to get back to my last example, where I defined the additional "Add-On"-category. If I want to add an action here, I just have to set the PromotedCategory-property to "Category4". This is the result:
Simple and straight-forward, isn't it? By the way, if you forget to define the fourth category on page-level, it will still create a new category, named "Category4".
So, what can I do in configuration mode?
In configuration mode, you can do this as well. I will work further on my customer list. I started my client in configuration mode of a certain role. This means: I going to configure this role for all my users which are using this role.
When i go to my page, I can click Customize/Customize Action Pane. There, I can do everything: Rename,delete,move ... Categories. So, what I did:
When I close down, go out of configuration mode, and start the client in normal (user) mode, you can see the changes are there:
It's needless to say the you can customers both on user-level as on configuration-level.
I noticed this was not very well known, so now I hope you've got a good picture on what it is and how to use it. It's not very exciting, but can be useful.
Please remember to fill the CaptionML property, otherwise the Service Tier will crash when you open the page.
This was first fixed in KB2572350 / build 32539.