User Review
( votes)As part of the enhanced Search Experience, contextual quick actions were introduced in the platform :- https://nishantrana.me/2021/02/09/improved-search-experience-now-adds-quick-actions-2021-release-wave-1-dynamics-365/
E.g. we have Assign, Share, Email quick actions available for Contact, Account, and other entities for the relevance search results.
There can be a maximum of 5 quick actions per entity/table.
The quick actions are a subset of commands available for an entity/table at the Home grid level.
Below are the new rules (Enable Rule) introduced through which these contextual quick actions/commands can be shown or hidden.
- ShowOnQuickAction – Command will only appear as a Quick Action within Search and will be hidden from the home grid.
- ShowOnGridAndQuickAction – Command will appear for both Grid and as a quick action.
- ShowOnGrid – command will only appear for the grid.
To apply these rules, we can use our favorite Ribbon Workbench tool.
Select Customize Command option for the respective command/button within the Home.
Add a new Enable Rule for the command.
Select IsCore as true.
Apply the Enable Rule for the other commands as shown below.
Here we have used the Contact entity/table.
Assign |
ShowOnQuickAction |
Share |
ShowOnGridAndQuickAction |
Email a link |
ShowOnGrid |
Follow |
ShowOnGridAndQuickAction |
On successful publishing of the above rules, as expected we can see – Assign command hidden and Share, Email a Link and Follow available in the Home grid
And with the quick actions, we can see Assign, Share and Follow available and Email a link command hidden.
Get the details – https://powerapps.microsoft.com/en-us/blog/search-quick-actions-are-now-customizable-in-model-driven-power-apps/
Other posts on 2021 Release Wave 1
https://nishantrana.me/2021/04/21/blog-posts-on-2021-release-wave-1-dynamics-365/
Hope it helps..