2161257 - How to Enable and Configure Action Search to Quickly Find Features in SuccessFactors

• How can I enable the Action Search feature to easily search for system actions and features in the Search Tool?
• Unable to search for actions and features in the Search Tool box.

 Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

SAP SuccessFactors HXM Suite

Action search facilitates navigation of the SAP SuccessFactors HCM Suite by enabling you to find common actions and pages in the search box at the top of every page. You can use natural language to describe what you want to do, in your own words, and then select from a list of suggested actions. As an administrator, you can optimize action search for your company and manage the actions that are available to users of your system.

Prerequisites

Action Search is available for both Enterprise and Professional Edition customers and requires the following prerequisites:

• Role-based permissions
• V12 user interface framework
• User directory

Configuring Action Search

Enabling Action Search in Upgrade Center: If you are using OneAdmin and meet all of the above prerequisites, you can enable Action Search in the Upgrade Center, without a SuccessFactors engagement. To do so:

1. Go to Admin Tools > Upgrade Center > Action Search
2. Click “Upgrade Now” to enable

If using OneAdmin but do NOT meet the above prerequisites, consider enabling the required features in Upgrade Center, where possible. Prerequisites that can be enabled in Upgrade Center include v12 user interface and role-based permissions. However, User Directory cannot be enabled in Upgrade Center, so create a support incident to enable User Directory.

SuccessFactors Engagement

If you are NOT using OneAdmin or you are unable, for any other reason, to enable Action Search in Upgrade Center, then create a Support Incident for assistance.

Setting Permissions for Action Search:

After complete the first step in SuccessFactors end, the user can set the permissions for Action Search. The first one consists in make the users able to view and use the Action Search in the top of the page, by granting User Search permission to them. A user that do not have this permission is not able to view and to use the Action Search.

If you want to make changes to the default behavior of action search, such as changing display labels or adding search terms, you need to give administrators the Manage Action Search permission. To grant Manage Action Search permission to the users:

1. Check the box for Manage Action Search in the Permission Settings
2. It will be available under Admin Tools > Company Settings > Manage Action Search: 

3. The process to add new navigation actions is done via Configure Custom Navigation tool, now used to customize the Action Search as well.

IMPORTANT: If you cannot view 'Configure Custom Navigation' this means it is not enabled in your instance. This needs to be enabled in Provisioning before the tool can be used. Please contact your Implementation Partner for assistance with this.

Accessing Action Search

After configure the permission to access the Action Search for the related users and customize the navigation, users will be able to view the tool in the top of the page, to perform their searches according to their needs and easily find common actions.

Download the Full Admin Guide for Action Search Here

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