如果看不到quote的新建按钮,原因是多种多样的。
There’re so many reasons cause Quote’s new button missing.
其中最普遍的原因不过如下:
The most common reasons as below:
- 没有Quote表的创建权限。/You didn’t have Create permission on Quote Object.
- Opportunity Pagelayout上的Quote RelatedList的new button没有勾选。/You didn’t check the new button on Quote RelatedList of Opportunity’s Pagelayout.
- 没有开启Quote模块。/You didn’t activate Quote module.
但是,之前在项目上遇到了另外一个原因,在上述三点都做到的前提下,也会导致Quote的New Button消失。
Thus, there is one more reason to cause Quote’s new button not visible although all above conditions had achieved.
这个原因就是Opportunity的Account字段权限。如果profile没有赋予Opportunity的Account字段任何权限,Quote的new button将不会显示。
It’s not grant field permission to Opportunity’s Account field. This will cause the missing of Quote’s new button globally.