Symptom
You are missing the Quick-Create Button (Plus Icon) from within a document.
Environment
SAP Cloud for Customer
Reproducing the Issue
The issue is reproducible from within several documents, in this example we are using Leads.
-
Go to the Sales work centre.
- Go to the Leads view.
- Open any Lead.
- There is no Quick-Create Button (Plus Icon) at the bottom left of the document object TI.
Cause
The option to create objects from within documents is turned off for either all users, or for your business role.
Resolution
The functionality is controlled by Company settings and can be set per business role. To turn the function on or off, follow below steps as system admin:
-
Click your user icon.
- Click Settings.
- Select Company Settings.
- Chose either Company or Business Role.
- If you selected Business Role, enter the relevant role.
- For the option 'Enable Easy Create from Object Detail View', select 'Yes'.
- Save your settings.
You will have to refresh the system for the new selection to be effective for your user(s).
See Also
SAP Help Portal > SAP Cloud for Customer Extension Guide: Define Company Settings
Keywords
New Lead, Opportunity, Follow up, Follow-up , KBA , einfaches anlegen aus der objektdetailsi , AP-RC-MOB-UIF , Responsive UI , How To