3573517 - Unable to create custom query for Visits and Sales Quotes

Users are not able to create a custom query for Visits or Sales Quotes section inside Opportunity. After the attempt to create a personalized query, users still see default query only.

SAP Cloud for Customer

For Visits:

1. Go to Sales > Opportunities.
2. Open one.
3. Go to Activities tab.
4. Now go to Menu > Start Personalization.
5. In Visits section, click on more > Add Predecessor.
6. Click help button.
7. Click advanced search icon.
8. On any field, for example Subject, enter for example, *test*.
9. Go.
10. Click on 'Save Query as'.
11. Change the name and mark "set as default".
12. End personalization.
13. Repeat steps 5 and 6.
14. See the query is still the same and not the custom one just created.
15. Instead of showing few results with "test" value, it is showing all results.

For Sales Quote:

1. Go to Sales > Opportunities.
2. Open one.
3. Go to Sales Documents tab.
4. Now go to Menu > Start Personalization.
5. In Sales Quotes section, click on more > Add Successor.
6. Click help button.
7. Click advanced search icon.
8. On any field as Account, enter for example, *test*.
9. Go.
10. Click on 'Save Query as'.
11. Change the name and mark "set as default".
12. End personalization.
13. Repeat steps 5 and 6.
14. See the query is still the same and not the custom one just created.
15. Instead of showing few results with "test" value, it is showing all results.

Inside Opportunities, the OVS COD_Visit_SOVS for Visits is configured to display only the "All" query option. The same behavior applies for OVS COD_Quote_SOVS for Sales Quotes.

This is the expected system behavior.

If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

/BYD_COD/SalesOnDemand/Visit/VisitExecution/COD_Visit_SOVS.OVS.uicomponent, anchor missing, UI, AdvancedListPane, DefaultSetMapping, personalised, standard,  , KBA , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-ACT-VST , Visit Planning , Problem