Symptom
The Activate option is greyed out for a form that is in Draft status.
Environment
SAP Sales and Service Cloud Version 2
Reproducing the Issue
- Log on to the system.
- Navigate to System Settings.
- Go to Forms.
- Open a form that is in Draft status.
- Click the Actions (three-dot) menu.
- Observe that the Activate option is disabled (greyed out)
Cause
- The tenant is configured as a source tenant for a Change Project.
- In this configuration, form changes are managed through Change Projects. Since activating or deactivating a form creates change records, the system requires an active checked-out Change Project before these actions can be performed.
- If no Change Project is checked out, the Activate option remains disabled by design.
Resolution
This is the expected system behavior. To activate the form, check out the relevant Change Project first. Once a Change Project is checked out, the Activate option becomes available, allowing the form to be activated and the corresponding change records to be created.
See Also
NA
Keywords
Forms, Draft Status, Activate, Disabled Activate Button, Change Project, Checked Out Change Project , KBA , CEC-CRM-FORM , SCV2 and ESM support for Forms , Problem
Product
SAP Sales Cloud and SAP Service Cloud Version 2 1.0
SAP Knowledge Base Article - Public