How to hide unused document categories from the View Company Documents Quick Action on the latest homepage.
SAP Successfactors HXM Suite
Reproducing the Issue
Document Management is enabled.
At least one document in Document Management is categorized as a "company" document.
If Document Management is enabled, but you don't have company documents uploaded, the quick action is still visible but doesn't work correctly. To hide it, go to Manage Home Page > Quick Actions.
With the latest homepage from 1H 2022 there is a new Quick Action card called View Company Documents which can be enabled from Manage Home Page > Quick Action > Edit
When enabled the View Company Documents Quick Action will display on the Latest Homepage > when you click into it it will display all active document categories set as Document Entity > "Company"
- All active Document Categories > Document Entity > "Company" will display in the quick action if there is at least 1 document uploaded to any of these "Company" Document Entities.
- By default you will have 3 Document Entity under "Company" (Benefits, Images and Policy) > these are active by default and cannot be edited or changed
- These 3 default entities will by default display in the Company Documents Quick Action
- Only custom Document Entities which you have created under "Company" can be set as inactive and only those can be hidden by setting them inactive.
Only custom (user created) Document Entities set as "Company" can be deactivated and so hidden from the Quick Action View Company Documents
The 3 default "Company" (Benefits, Images and Policy) Document Entities cannot be deactivated or hidden from the Quick Action even if there are no documents linked to these.
To deactivate unused custom "company" categories > Manage Documents > Click the icon for "filter" > open "Advanced Filters" > Manage Document Categories
At the end of the list will be all the custom (customer created) categories > any unused "company" entities set to inactive
Latest Home Page, View Company Documents, Quick Action, Document Categories, Manage Documents , KBA , LOD-SF-PLT-QA , Quick Actions , LOD-SF-PLT-DOC , Document Management , LOD-SF-PLT-LHOM , Latest Home Page , Problem