Product Information
Good to Know- Enable easy create from object detail view ( + QCButtonMenu)
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?
Follow the sequence in the figure below. (1, 2, 3, 4 “optional”, 5)
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)
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Adding PSM fields from underlying main business object (to sections on the views as well as to the new quick view header)
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Adding HTML formatted explanation texts to existing tabs
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Reorder tabs
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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
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Sort and group lists
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Set of visible rows to lists
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Set display mode and sort order of code list fields
How can you see if the Quick view was available
BEFORE | AFTER |
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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.
Hi Diamila,
Thank you for sharing this good to know information.
Regards,
Senthil.
you´re very welcome!