Good to Know- Enable easy create from object detail view ( + QCButtonMenu)

[delateja]

Hi All:

If your clients need some shortcuts or reduce some clicks to create a register from related object so you need to know the Quick view functionality. Quick view displays a concise overview of an object, providing a way to get information quickly without needing to navigate away from the current screen.This functionality is available since 2002 version.

How can you activate?

Settings -- Company Settings -- Enable New Quick View

Follow the sequence in the figure below. (1, 2, 3, 4 "optional", 5)

 

List of Objects that support the New Quick View

No.	Object	Path
1	Opportunity	Sales → Opportunity
2	Sales Quote	Sales → Sales Quotes
3	Sales Order	Sales → Sales Orders
4	Leads	Sales → Leads
5	Employees	People → Employees
6	Accounts	Customer → Accounts
7	Contacts	Customer → Contacts
8	Individual Customers	Customer → Individual Customers
9	Appointments	Activities → Appointments
10	E-Mails	Activities → E-Mails
11	Phone Calls	Activities → Phone Calls
12	Tasks	Activities → Tasks
13	Visits	Visits → Visits
14	Competitors	Competitors → Competitors
15	Competitor Products	Competitors → Competitor Products
16	Products	Products → Product Administration Products → Products
17	Contracts	Contracts → Contracts
18	Tickets	Service → Ticket
19	Chats	Activities → Chats
20	Memo	Activities → Memo
21	Installed Base	Installed Base → Installed Base
22	Installation Points	Installed Base → Installation Points
23	Registered Products	Product → Registered Products Installed Base → Registered Products
24	Assignments	Resource Scheduler → Assignments
25	Maintenance Plans	Installed Base → Maintenance Plans
26	Stock	Stock
27	Time Entry	Time Recording → Time Entries
28	Time Report	Time Recording → Time Reports
29	Social Media Message	Service → Social Media Messages
30	Partner	Partner → Partner
31	Partner Contact	Partner → Partner Contact
32	Product Lists	Product → Product Lists
33	Org Structures	Administrator → General Settings → Org Structures
34	Premise	Utilities → Premise
35	Contract Account	Utilities → Contract Account
36	Sales POD	Utilities → Sales POD
37	Promotion	Sales Campaign → Promotion

Scope of key user tools for the new quick view

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  Adding new tabs

  
  


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  Adding new sections to tabs

  
  


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  Adding extension fields (to sections on the views as well as to the new quick view header)

  
  


• 
  

  Adding PSM fields from underlying main business object (to sections on the views as well as to the new quick view header)

  
  


• 
  

  Adding HTML formatted explanation texts to existing tabs

  
  


• 
  

  Reorder tabs

  
  


• 
  

  Reorder panes of a view

  
  


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  Reorder fields (in sections of views as well as in the new quick view header)

  
  


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  Reorder columns (if there are tables or chunk views modeled on a new quick view)

  
  


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  Move fields across sections and facets

  
  


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  Move fields from sections to header region and vice versa

  
  


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  Show/hide fields, columns, buttons

  
  


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  Set fields and column invisible, read-only, mandatory in master layout, as per key user rule and dependent on a page layout

  
  


• 
  

  Sort and group lists

  
  


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  Set of visible rows to lists

  
  


• 
  

  Set display mode and sort order of code list fields

  
  

How can you see if the Quick view was available

BEFORE	AFTER

Finally, you can customize which object relationships you need to be available. For example in the Account view you can hide some one them.

 

How can you hide some object?

In the Adapt mode you can make visible or not the object that you need. Follow the sequence below to make easy a set up.

 

 

 

That's all... Easy right? 🙂

Importants links:

1. What's New in SAP Cloud for Customer

 

Specials Thanks to @luisMiguelAlvarez and @AlexAedo

Enjoy

D.

 

[Slkr]

Hi Diamila,

Thank you for sharing this good to know information.

Regards,

Senthil.

[delateja]

you´re very welcome!

[Sibi_S]

Dear @delateja, @AlexAedo,@luisMiguelAlvarez

Could you please assist me with the following case?

I want to enable the "Phone Calls" and "Appointment" activities creation buttons under the QCButton menu for the Service BO, which are currently not available in the standard setup.

How can we enable this in the Service Ticket + QCButton menu?

Thank you in advance for your response.