The available items presented in the results pane when a new item is searched using the Wizard is controlled by the values that are enabled in the “[ListName]CustomMenuItems” setting.
Setting Name: CreateNewAndSearchManager
Note: Check out the “Create New and Search Manager” section and its subsections for more details.
Let’s say that in your system you don’t want Calendar items (meetings) being created for Accounts. Therefore, when creating a New Meeting using the Wizard an Account item should not be an available selection in the search result pane.
See the screen shot below which shows the results of the search including Contacts, Projects, Issues and Opportunities but no Account items.
See the search results below which will enable the creation of a new Issue to only Accounts, Projects and Opportunities.
Note: you will need to ensure that you have a Sub-Grid setup for each of these display page items that will show the Issue. See the section on Sub-Grids and its sub-sections for more details.
Parent Lists
The above scenarios only apply when creating new items that have the potential of being connected to a Parent item. In the case of parent items that will never be child items also (such as Accounts, Leads and Campaigns) the list itself is searched.
See below for screen shots that demonstrate the results when creating new items for parent only items.
“Create New Account” launches a search of the Accounts List and displays only Account items in the results:
“Create New Lead” launches a search of the Leads List only:
Note: To do a simultaneous search of the Accounts, Leads and Contacts Lists, use the Quick Search.