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How To Hide Related Action Options From ElasticSearch Global Search Result? (Doc ID 2321318.1)

Last updated on JULY 22, 2020

Applies to:

PeopleSoft Enterprise CRM HelpDesk for HR - Version 9.2 and later
Information in this document applies to any platform.


How to remove or change what ACTIONS are seen in the 'Related Actions' dropdown...on the Global Search results grid.

1) Defaulted on the Homepage (CRM 9.2) will see a magnifying glass lookup button (next to the HOME button)...for global search. Click on it.
2) Search ALL for 'Benefits' (or any word that will return solutions)
3) Next to the results of Type: Employee...all the way to the right side, there is a drop down arrow next to each result. This is the "Related Actions" dropdown. Select it...and you will see multiple ACTIONS, such as:
- Add HR HD Case
- Add IT HD Case
- View 360 Degree View

Users want to remove or change these related actions.

Here is the Peoplebooks entry that shows these Related it and go to "Related Actions" section and expand it:

Peoplebooks does not address where to make the changes to these drop down values.



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