How To Hide Related Action Options From ElasticSearch Global Search Result?

(Doc ID 2321318.1)

Last updated on OCTOBER 25, 2017

Applies to:

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

Goal

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

REPLICATION STEPS:
1) Defaulted on the Homepage (CRM 9.2)...you 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
etc

Users want to remove or change these related actions.

Here is the Peoplebooks entry that shows these Related Actions...open it and go to "Related Actions" section and expand it:
http://docs.oracle.com/cd/E88467_01/crm92pbr10/eng/crm/cact/concept_UnderstandingGlobalSearchForCRM.html

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


 

Solution

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms