SAP Knowledge Base Article - Preview

3785792 - Saved Account Filters Not Visible In Account Selection Window From Other Entities

Symptom

• A custom filter saved in the Accounts work center appears in the Accounts OWL default filter dropdown.
• When creating or editing other entities (Leads, Opportunities, Sales Quotes, Sales Orders), the custom filter does not appear in the Account selection window (Object Value Selection, OVS) default filter dropdown.
• The behavior is observed when selecting an Account during record creation via Guided Selling or other work centers.


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Environment

  • SAP Sales Cloud Version 2
  • SAP Service Cloud Version 2
  • SAP Sales Cloud and Service Cloud Version 2

Product

SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2 all versions

Keywords

Account, Custom Filter, Selection Window, OVS, OWL. Guided Selling, Leads, Opportunity, Sales quote, Sales Order. Default filter , KBA , CEC-CRM-ACC , Account for SAP Sales/Service Cloud , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , Problem

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