When a new list is added to Flex or if behavioral changes are required for existing Flex lists, these are the instructions you will need.
Parent / Child lists
A parent list can be configured to have specific types of default search behavior, such as whether it will search for duplicates or not search at all and simply opening the new form. For example, when creating a new Account you would want to search the existing Account list to prevent duplicate entries and when creating a new Campaign you would likely not wish to search for existing campaigns but just create a new one.
The following Setting will enable the Search criteria to be configured when creating a new Parent item.
Note: Existing Accounts and Leads are both parent items in Flex that will default to search for duplicates so it is not necessary to add this setting.
All new list items (whether Parent or Child items) must be added to the following setting in order to manage search criteria and search results.
Setting Name: CreateNewAndSearchManager
Setting Value: (See Example)
The syntax for the “CreateNewAndSearchManager” is defined as follows:
List Name|Searchable Columns separated by commas|Create New Feature Exceptions|Users/Groups Allowed to Create This List Item separated by commas|Child Lists of this Parent|Column Name to be used for Link| Combined Display Columns separated by commas
There may be times when the Campaign creation needs to be managed by a specific person and you wish to remove it from the Wizard altogether. In this case add the following Setting and set the Value to False. To ensure the Campaign item shows on the Wizard add this setting with the value of True.
To stop new items from being created add the value to the WizardListSearchOptions.
Example: in the case below we wanted to restrict New Brokers from being added to Flex.