Configure Smart List Attributes

When a user clicks on the search icon in the dynamic choice list fields of the Microsoft 365 add-in without entering any search criteria, the add-in fetches a list of items using predefined parameters, such as recently created, updated, or visited records.

This list is called a smart list.

Note: Smart lists are generated based on interactions on sales application, Microsoft 365 add-in, and Mobile.

Smart lists are enabled on dynamic choice lists Accounts, Contacts, Opportunities, and Leads. There's no setup required for smart lists, but, you can configure the attributes you want your users to see for an item. Here's how you can do that:

1. Ensure that you're working in an active sandbox.

2. Go to Navigator > Configuration > Application Composer.

3. Select Productivity Applications Setup and then select CX Cloud Microsoft 365.

4. Open the Picker layout of an object, such as Account.

5. You can see the default attributes for that object. For example, you can see Primary Contact and Address for the Account object. You can remove attributes and add new ones.

6. Save your changes.

7. Go to the Configure Adaptive Search page and ensure that these attributes you added in the designer are enabled for Adaptive Search.

Note: If Adaptive Search isn't enabled on these attributes, users see a blank space in place of these attributes in the smart list.