Hi All:

If your clients need some shortcuts or reduce some clicks to create a register from related object so you need to know the Quick view functionality. Quick view displays a concise overview of an object, providing a way to get information quickly without needing to navigate away from the current screen.This functionality is available since 2002 version.

How can you activate?

Settings — Company Settings — Enable New Quick View

Follow the sequence in the figure below. (1, 2, 3, 4 “optional”, 5)

No.  Object Path 1 Opportunity Sales → Opportunity 2 Sales Quote Sales → Sales Quotes 3 Sales Order Sales → Sales Orders 4 Leads Sales → Leads 5 Employees People → Employees 6 Accounts Customer → Accounts 7 Contacts Customer → Contacts 8 Individual Customers Customer → Individual Customers 9 Appointments Activities → Appointments 10 E-Mails Activities → E-Mails 11 Phone Calls Activities → Phone Calls 12 Tasks Activities → Tasks 13 Visits Visits → Visits 14 Competitors Competitors → Competitors 15 Competitor Products Competitors → Competitor Products 16 Products

Products → Product Administration

Products → Products

17 Contracts Contracts → Contracts 18 Tickets Service → Ticket 19 Chats Activities → Chats 20 Memo Activities → Memo 21 Installed Base Installed Base → Installed Base 22 Installation Points Installed Base → Installation Points 23 Registered Products

Product → Registered Products

Installed Base → Registered Products

24 Assignments Resource Scheduler → Assignments 25 Maintenance Plans Installed Base → Maintenance Plans 26 Stock Stock 27 Time Entry Time Recording → Time Entries 28 Time Report Time Recording → Time Reports 29 Social Media Message Service → Social Media Messages 30 Partner Partner → Partner 31 Partner Contact Partner → Partner Contact 32 Product Lists Product → Product Lists 33 Org Structures Administrator → General Settings → Org Structures 34 Premise Utilities → Premise 35 Contract Account Utilities → Contract Account 36 Sales POD Utilities → Sales POD 37 Promotion Sales Campaign → Promotion

Scope of key user tools for the new quick view

• Adding new tabs

• Adding new sections to tabs

• Adding extension fields (to sections on the views as well as to the new quick view header)

• Adding PSM fields from underlying main business object (to sections on the views as well as to the new quick view header)

• Adding HTML formatted explanation texts to existing tabs

• Reorder tabs

• Reorder panes of a view

• Reorder fields (in sections of views as well as in the new quick view header)

• Reorder columns (if there are tables or chunk views modeled on a new quick view)

• Move fields across sections and facets

• Move fields from sections to header region and vice versa

• Show/hide fields, columns, buttons

• Set fields and column invisible, read-only, mandatory in master layout, as per key user rule and dependent on a page layout

• Sort and group lists

• Set of visible rows to lists

• Set display mode and sort order of code list fields

How can you see if the Quick view was available

Finally, you can customize which object relationships you need to be available. For example in the Account view you can hide some one them.

How can you hide some object?

In the Adapt mode you can make visible or not the object that you need. Follow the sequence below to make easy a set up.

That’s all… Easy right?

Importants links:

1. What’s New in SAP Cloud for Customer

Specials Thanks to @luisMiguelAlvarez and @AlexAedo

Enjoy