This type of action will bring the user to the URL identified in the action definition. It is executed from an action-enabled roll-up, Cross-Connect, or the Action Picker. The Action Picker is used to call actions that can be run independently, without context from a roll-up or other web part.
For example, you could give your users the ability to add a new lead from anywhere in a Sales Pipeline solution. Instead of having to go to a roll-up or Cross-Connect with an Add Item link, or having to access the list, you could define a Go To URL action called Add a Lead and use the Action Picker to make it available on each page of your solution. With a click of a button, users are brought directly to the appropriate form to add a new lead. When they are finished adding the lead, they are brought back to the page from which the action was selected.
1. Select the Create a New Action button at the top of the Actions Wizard.
2. In the Site URL field, type the URL of the action library that will hold the new action definition and click Add. If the action library is located in the current site, this field can be left blank.
3. All of the libraries that have a type of Document Library and can therefore be used to store an action definition are displayed in the Document Libraries area. Highlight the action library you want to use.
· Actions cannot be written to an action library located in a sub-area.
4. Type the name of the new action definition in the Action Name field.
· This is the name that will be displayed to users, so make sure the name makes the purpose of the action as clear as possible.
· At the same time, keep in mind that the drop-down that displays the action titles will automatically resize to fit the longest title. As a result, CorasWorks recommends that you limit your action names to approximately 30 characters in length.
5. Use the Action Type drop-down to select Go To URL. When you make this selection, the page is refreshed and the Configure Action Type section of the display is expanded with the appropriate entry fields for that action type.
6. In the Message Displayed for Successful Action field, type the message to be displayed to users when the action is completed successfully.
7. In the Error Message Displayed for Failed Action field, type the message to be displayed to users when the action fails for any reason.
8. If you also want to include any SharePoint error details when an action fails, select the Include SharePoint Error Details checkbox. When this option is enabled, SharePoint details will be appended to the error message you define in the step above.
9. Use the radio buttons on the Action Wizard to specify whether you want the URL to be opened in a new window or have the user return to the source page when the action is complete.
· If the URL is opened in a new window, make sure your users’ browser is not set to block pop-ups.
10. In the URL field, type the complete URL where the user should be taken when the action is selected.
11. When you are finished, select Save. The action is now available for use in an action-enabled roll-up, Cross-Connect, or the Action Picker.