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home/Knowledge Base/PowerSearch (PS)/How to change the labels of PowerSearch entity tabs and menus

How to change the labels of PowerSearch entity tabs and menus

99 views 0 Updated on April 3, 2020

This article describes how to change the labels of PowerSearch entity tabs and menus.
The entity tabs and menus can be individually named.

With only a few steps, you will manage to do it.

1) Change tab labels

When starting the program the entity plural names are used for the tab labels:

The entity plural names

Figure 1: The entity plural names

 

For example, if you want to change the label “Accounts” to “Companies”, but you don’t want to change the entity in the background.

Then you have to use the “Open Config” button to open the Power Search configuration:

“Open Config” button

Figure 2: “Open Config” button

 

In the config, hit on “Open Search Configuration”  on the “Configuration” tab

“Configuration” tab

Figure 3: “Configuration” tab

 

Open the search configuration for this entity (in this case Account)

 

Search configuration for this entity

Figure 4: Search configuration for this entity

 

Look for the field on the “Additional Information” tab

Changing the display name

Figure 5: Additional Information

 

Change the inner text of the “dn” node for the id “1033” to “Companies” (1033 is the language code for English):

Changing the display name

Figure 6: Changing the display name

 

Save the configuration. After reloading PowerSearch the tab label will be changed:

Changed label

Figure 7: Changed label

 

Please note: If you have more than one search configuration for the same entity (in this case account), this has to be done for all of them:

Changing entity names

Figure 8: Changing entity names

 

2) Change the menu label

If you have multiple search configurations for the same entity, a drop-down menu will allow to select between them (similar as you have multiple views in Dynamics 365).

This section shows how to change the label of such menu entries.

In this example 4 account searches exists and the “Active Accounts” menu label should be changed.

Active Accounts

Figure 9: Active Accounts

 

Open the “PowerSearch search configurations” grid as described in the first section.

 

Active PowerSearch Config

Figure 10: Active PowerSearch Config

 

Open the fitting search configuration. In this case the “account” search with the menu display name “Active Accounts”

Changing Menu Display Name

Figure 11: Changing Menu Display Name

 

Change the “Menu Display Name” in the “General” tab:

General Tab

Figure 12: General Tab

 

Save the config record and reload PowerSearch.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com

Tags:PowerSearchConfiguration

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