Sunday, 26 January 2014

Add/delete and list Remote Event Receivers with PowerShell/CSOM

Recently I’ve been looking at Remote Event Receivers more and more, as I think they are important (and somewhat unavoidable) if you are trying to build “cloud-friendly” SharePoint solutions – either because you’re on Office 365, or simply want to leave the door open for such a move. You might need to use a RER for something in the host web or app web. I’ll most likely write more on RERs in the future, but if you need a basic step-by-step guide to Remote Event Receivers, my previous post Deploying SP2013 provider-hosted apps/Remote Event Receivers to Azure Websites (for Office 365 apps) may be useful. In this post I want to share some potentially useful PowerShell (and background info), for those who work with RERs.

As I note in the article at the previous link, when you create an RER you actually need to create an app for SharePoint, even if it is an RER to be used in the host web. The app must be either provider-hosted or auto-hosted. For production use I like the provider-hosted option, even if the code is deployed to a cloud service such as Azure. This offers much more flexibility than auto-hosted, which doesn’t have the same options for configuration/monitoring/scaling-up etc. An app is needed because you are creating remote code which most likely needs to use OAuth to communicate back to SharePoint, and the trust model means that (in the standard case at least) an administrator such as the site owner needs to agree to the permissions requested by the app. This could be “Web – Read” or “Site Collection – FullControl” and so on.

Registering Remote Event Receivers

There are several ways to register RERs:

  • Declaratively
  • With CSOM code e.g. in the AppInstalled event
  • With a PowerShell/CSOM script

One big downside to the declarative approach is that it can only be used for lists in an app web (i.e. a SharePoint list deployed by the app). It cannot be used for lists in the host web (e.g. to add a RER to a list in a team site). For completeness, the declarative XML is shown below – it’s just like the XML you might have used for any other event receiver, the only difference is the new “Url” element in the XML:

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **

I’ve found more and more that as I’m doing development, the PowerShell approach is highly useful. Sometimes you just need to directly interact with the list - perhaps to see if your RER really is registered properly, or change the URL to a different WCF service for testing. Since there is no user interface for setting RERs, some quick PowerShell is ideal – this post is to share my functions in case they’re useful. I’ll list the different ones for adding/deleting/listing RERs, then provide a full/combined script at the end.

By the way, if you’re new to the idea of PowerShell scripts which have CSOM code embedded in them, see Using CSOM in PowerShell scripts with Office 365.

Adding a new Remote Event Receiver

The function below adds a remote event receiver to a named SharePoint list.

(N.B. Note that all the functions below require a valid ClientContext object to be passed in – see the Prerequisites section towards the end of this post for more details.)

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **

Delete a Remote Event Receiver

The function below removes a remote event receiver from a named SharePoint list.

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **

List Remote Event Receivers on a SharePoint list

In fact, RER declarations are just like regular event receivers – the SPList class just has one “EventReceivers” property, rather than separate collections for remote event receivers and regular event receivers:

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **

Combined/all-up script

So having walked through the functions individually, here's a combined script for download/copy and paste:

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **


To get started with these scripts you should follow the “Getting Started” section of Using CSOM in PowerShell scripts with Office 365, including the “The top of your script – referencing DLLs and authentication” section.

All of the samples above need you to pass a valid ClientContext object – which you have once you have provided the credentials and URL, and have authenticated to SharePoint/Office 365. As in my previous posts, I obtain this in a separate file which I call something like TopOfScript_PSCSOM.ps1. For clarity, here’s an idea of what you need:

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **


Hopefully this script is useful to those working with RERs. Using PowerShell/CSOM isn’t the only way to declare a Remote Event Receiver – in production you might use CSOM code in the AppInstalled event (which is itself declared declaratively in AppManifest.xml – the only way for that event), but the PowerShell/CSOM approach is definitely useful in dev. Happy coding!

Monday, 6 January 2014

Extending the SP2013/Office 365 search hover panel (e.g. adding “post to my feed” functionality)

The enhanced search experience is one of the great things about SharePoint 2013, and the “hover panel”, which shows more information about the result when you hover over it, is a key part of that. Being able to peek inside a document or presentation, or see a preview of a web page without clicking on the result makes for way more efficient searching. Just like search results themselves, the appearance and functionality of the hover panel can be easily extended with HTML, CSS and JavaScript – in this post I am providing some sample code I’ve used in conference talks, which I think highlights things in this area quite well. My sample could be used as-is or modified to provide some other customization to the hover panel.

For context, here’s a reminder of what the hover panel looks like:

Standard hover panel 2 
Actually that image shows a document preview *without* Office Web Apps being available – just a simple summary of the document is shown. Arguably the more normal experience is to have OWA (for example it is standard in Office 365), and in this case you can page through the document/presentation to see if it’s what you’re looking for:

Standard hover panel - OWA

Great. So now let’s look at tweaking the hover panel to add some custom behavior.

Customizing the hover panel – adding an “action”

[Minor diversion/story]: In September 2013, Microsoft added some new functionality to Office 365 which allows a user to “post to Yammer” from the search hover panel. The entry point is a new “action” in the bottom part of the hover panel:

O365 post to Yammer

As a coincidence, a few months earlier in April 2013 I had demo’d a very similar customization at the SharePoint Evolutions Conference in London, but in my case my code was posting to the SharePoint 2013 social feed (i.e. not Yammer). Spookily enough, I had even chosen the same word, “POST”:

Hover Panel actions - with guide - edges
Seeing the Office 365 change reminded me that I should post this code somewhere – maybe it could be useful to you if your organization uses the SharePoint newsfeed rather than Yammer, or you’re just generally looking for technical info on the hover panel.

[End of minor diversion/story]

My customization

My code modifies the hover panel for all item types (e.g. web page, Word doc, Excel doc etc.). As described above, the “POST” action is added to the actions bar. When clicked, a textbox appears *in the hover panel* to allow the user to type a message to post (to the accompany link):

Hover panel - before post to feed - large

[I’m sure the UX team at my place of work would have something (very bad!) to say about this, but really I’m just trying to show that you can do all sorts of things with the hover panel :)]

I display a new button to do the actual “Post” at this point. Once a message is typed and this button is clicked, an AJAX request is fired to the SharePoint social API, and a success or failure confirmation is displayed in the hover panel:

Hover panel - after post to feed - small
And as you’d expect, the message has now been broadcast to my followers (with a link to the original document) and is now listed in the activities section of my profile:

Message shown in social feed

Search hover panel – key info

The hover panel is broken down into three areas:

Hover Panel - with guide with edge 
All this stuff comes from HTML/JavaScript files in the Master Page Gallery of your SharePoint search site – so to be clear, let’s say you have a Search Center site at a URL of “/search” (as in Office 365), then these files can be found in that site’s Master Page Gallery. You’ll find the files under the “Display Templates/Search” folder path:

Search display templates
Firstly you’ll notice above that there is a HTML file for every JavaScript file – this is the case for any site which has the publishing feature enabled and therefore Design Manager support for display templates. Past that, there are three broad types of file:

  • “Item” display templates - for each item type, such as Item_PDF.js, Item_Word.js, Item_Person.js and so on. Customize these if you wish to tweak how that particular Result Type looks in search results
  • “Hover panel” templates – again for each item type, such as Item_PDF_HoverPanel.js and so on. Customize these to tweak the hover panel (which is what we’ll be doing in this post)
  • Files for “misc” things - like best bets, the search box control etc.

Importantly, as well as the “per item type” files there are some “common” files – these are hooks which can be used to implement customizations across all Result Types, without having to edit the files for each one. Effectively there is some pseudo-inheritance implemented in JavaScript by Microsoft, where both the “common” and “specific” templates are used provide the UI for a specific item (nice work Product Group). For the hover panel, this works in the following way:

  • Each “specific” file provides some outer HTML which may be specific to that item type, but also calls functions called:
    • ctx.RenderHeader()
    • ctx.RenderBody()
    • ctx.RenderFooter()
  • These functions are implemented in the “common” files

Effectively you could throw away the idea of calling the common functions for a specific item type if you wanted, and provide an entirely custom hover panel - usually you’ll want to keep the consistency though. The common files are:

Common display templates
It’s these files we’ll be modifying.

Code for my customization

So my sample adds some HTML/CSS, but also has some custom JavaScript code – effectively the moving parts are:

  • Some new CSS and JavaScript files, which need to be referenced on the page
  • Some changes to the HTML/JS files in the Master Page Gallery which are used for the hover panel

Here’s a run-down of the changes I make to which file:


Change description

Item_CommonHoverPanel_Actions.html Adds the “POST” action link which sits in the “actions” bar
Item_CommonHoverPanel_Body.html Adds the core customization – the textbox which appears for the comment to be typed into, and the button which does the actual “Post”.

Also has the JavaScript call to my custom JavaScript function which does the processing work.
COB-js-demos.js Custom JavaScript file holding my custom functions such as:

I added this to the page using a CustomAction.

As you can see, I’m modifying the HTML file and allowing the JS file to be generated. In production you may want to package the JS files as a WSP and overwrite the OOTB ones (keeping a copy of the original of course). I’ll provide a link to a zip file with all files at the end, but here is the new code in each:

** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **
** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **
** N.B. There is a code sample here but it will not show in RSS Readers - click here for full article **

So in summary we reference the custom JS file on the page (e.g. in a ScriptLink, CustomAction or script tag in the master page) and make the changes to the hover panel files. I’m supplying all the files which make up my solution in the zip linked below, but just as a set of files - you’ll need to package  them into a WSP if that’s what you need (and choose where you want CSS/JS files to deploy to). 


The search hover panel is a key part of the SharePoint 2013/Office 365 search experience, and is designed to be customized to meet different needs. A new behavior can be implemented across all item types or just for a specific one, such as a Word document or “person” result. In this sample I have shown not only how to tweak the HTML/CSS, but also provide some custom AJAX-based functionality in the hover panel. I chose to use the SharePoint social feed, but the mechanics could be adapted to any behaviour which SharePoint exposes through REST/CSOM/other client APIs.