SAP Knowledge Base Article - Public

2806172 - Quick-Create Button (Plus Icon) Missing Inside Documents

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.

  1. Go to the Sales work centre.
  2. Go to the Leads view.
  3. Open any Lead.
  4. There is no Quick-Create Button (Plus Icon) at the bottom left of the document object TI.

icon missing.jpg

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:

settingsQC.jpg

  1. Click your user icon.
  2. Click Settings.
  3. Select Company Settings.
  4. Chose either Company or Business Role.
  5. If you selected Business Role, enter the relevant role.
  6. For the option 'Enable Easy Create from Object Detail View', select 'Yes'.
  7. Save your settings.

You will have to refresh the system for the new selection to be effective for your user(s).

icon available.jpg

See Also

SAP Help Portal > SAP Cloud for Customer Extension Guide: Define Company Settings

Keywords

New Lead, Opportunity, Follow up, Follow-up , KBA , AP-RC-MOB-UIF , Responsive UI , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions