Administrator Guide

Configuring Quick Actions

Each list has its own QuickActions Advanced Flex Setting item. ([ListName]NewFollowup will also work).

Setting Name: [ListName]QuickActions
Setting Value: [ListName]|[Item to Attach to]|[Prompt text]

The Quick Actions feature is also be enabled on the following components of Flex:

  1. Item Summary (A)

    1. Recently Viewed items (B)
    2. Display Pages (C)
    3. Sub-Grids (D)

    4. Quick Search (E)

Disabling Quick Actions

To prevent Quick Actions from launching for any list, either delete the specific Setting or change the name so Flex will not recognize it.

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