Modify or disable search actions available for contextual search

Modify or disable search actions to restrict the actions that a user can perform on a search result.

Antes de Iniciar

Role required: admin

Por Que e Quando Desempenhar Esta Tarefa

The Search Action Configurations related list contains all the available Search actions available for the selected Search context. Search actions can be modified and disabled but not deleted.

Procedimento

1. Navigate to All > Contextual Search > Table Configuration.
2. Edit a table configuration record.
3. In the Search Action Configurations related list, view the list of search actions available for the contextual search.
   

   To disable a search action, set the value of Active to false.

   Nota:

   You can't disable the This helped action.

   The search actions that you can modify are as follows:

   • Action label: Label on the action button on the preview window. For example, This helped or Attached To Incident.
   • Attachment type: Method to attach a knowledge article with the record. You can embed a link (recommended) to the article or embed a copy of the article.
   • Show on new record: Enables the Attach button to appear when you are creating a record. Prior to the London release, the user had to fill out and save the form, then re-expand the related search results to access the Attach button.
     Nota:

     This option only applies to tables with the Platform UI type. It defaults to false to provide a consistent user experience between Platform and Workspace tables.