SAP Knowledge Base Article - Public

2706445 - Send Summary Button Missing From Visit Attendee Facet

Symptom

You are unable to send a summary to a visit attendee as the send summary button is missing.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Visit work center view. 
  2. Open any visit.
  3. Go to the Attendees facet.
  4. Add some attendees.
  5. Select attendees to send the summary to.
  6. Click the cogwheel. 
  7. Observe.
  8. The Send Summary button is missing.

Cause

The send summary visibility depends on when a summary is available and if an attendee has been selected to send it to. Without this information the action won't be visible.

Resolution

  • Go to the Visit work center.
  • Go to the Adaptation mode.
  • Go to the Attendees facet.
  • Click Edit.
  • Hover-over using the mouse on any column.
  • Click the + icon.
  • Select and add the column ''Select'.

Make sure to always select at least one attendee to send the summary to, otherwise the send summary button will be hidden.

Keywords

Attendees, Summary, Send Summary, Visit, Button, Check-in , Check-Out , KBA , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions