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Document:WebClient UI Framework

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Date created:March 03, 2013

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WebClient UI Framework

The WebClient UI framework defines the software architecture of the WebClient UI. With the WebClient UI, SAP delivers a harmonized online user interface. The

WebClient UI is designed for the business user and presents a role-based workspace that provides an easy-to-use navigation and user interface.

For more information about the supported user interfaces in the WebClient UI, see SAP Note 1118231.

For more information about the supported browsers in the WebClient UI, see SAP Note 1114557.

Framework Architecture

The framework architecture of SAP CRM is based on different software layers. The figure below illustrates the framework architecture and its different software

layers:

The different software layers are completely separated from each other. This separation allows the connection of any business application, via business object

layer (BOL) and generic interaction layer (genIL) to the presentation layer.

Presentation Layer

The presentation layer of the CRM WebClient UI is based on the CRM User Interface Framework (CRM UIF), which is the basis for the HTML pages running in

the Web browser.

Business Layer

The business layer of the CRM WebClient UI consists of the following software layers:

Business object layer (BOL)

The business object layer saves the business object data, for example of sales orders, at runtime of the SAP CRM session. This layer guarantees the

separation of the CRM WebClient UI and the underlying business logic.

Generic interaction layer (genIL)

The generic interaction layer handles the data transfer from the business object layer to the application programming interfaces (APIs) of the underlying

business engine. It is the connection between the business object layer and the underlying business engine.

Business Application

The business application contains the business logic and the database tables.

Note


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Framework Tools

To adapt the user interface of SAP CRM to your business needs and to your corporate identity, a bundle of framework tools is available.

The figure below shows the relationship between your requirements, tools, and the corresponding software layer:

The table below shows which task you can perform with which tool:

Task Tool

Configure views UI Configuration Tool

Use parameters to save your configuration UI Configuration Tool

Use customer-spec ific fi elds in v iew configuration UI Configuration Tool

Add customer-specific fields and tables to existing business objects Easy Enhancement Workbench (EEWB)

Implement the same configuration content for several views Design Layer Customizing

Define input help for customer-specific fields BSP Component Workbench

Design Layer Customizing

Create new UI components and views BSP Component Workbench

Add customer-specific fields to existing business objects App lication Enhancement Tool

More Information

UI Configuration Tool

Application Enhancement Tool

Design Layer

BSP Component Workbench

The BSP Component Workbench is the central framework modeling tool, and provides access to a variety of functions. It offers the following main access points:

Component Structure Browser

The Component Structure Browser provides access to the objects of a UI component.

BOL Model Browser

The BOL Model Browser shows the business object layer (BOL) model of a UI component. This BOL model is assigned to the UI component via the runtime

repository. The BOL Model Browser is available only if this assignment exists.

Runtime Repository Editor

The Runtime Repository Editor shows the runtime repository of a UI component. In the runtime repository, you can see and edit the view set composition, that is,

which views are assigned to a view area and which view areas belong to a view set. In this runtime repository, you can also see and edit the navigational links

between the views of a UI component. You can see the component interface description and the component usages.

To start the BSP Component Workbench, you can use transaction BSP_WD_CMPWB.



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You can use the UI Configuration Tool to adapt the user interface of SAP CRM to your company's specific requirements. You can access the UI Configuration Tool

in the BSP Component Workbench under Component St ructure Browser. You select a view under Viewsand select the Configurationtab. This tab is ac tivated

only if a view can be configured.

Component Enhancements

You can use the framework enhancement concept to enhance the function of standard components, standard views, and standard controllers that are delivered by

SAP. You can perform the enhancement in the BSP Component Workbench by clicking Enhance Component.

More Information


Framework Enhancement

Displaying Technical Information

You are located in an app lication and want to find out the UI component name and view name. Select an input field, and press to see the Technical Data

dialog. In this dialog, you find the following detailed technical information:

Selected UI component

If you click the link Create Support Message, you navigate to the Solution Manager, where you can create a support message. This link is available only if the

Solution Manager system is available and connected to SAP CRM, and if you have made the necessary system settings. For more information, see Solution

Manager Transaction SPRO SAP Solution Manager Implementation Guide SAP Solution Manager Configuration Standard Configuration of Bas ic

Settings Solution Manager Business Partners Create Key Users .

Enhanced view

This information is displayed only if an enhancement setis active.

Selected field

Configuration at runtime

Design layer

If you click Configureat the bottom of the dialog, you see the view configuration of the selected UI component and view. This button is available only if you have

activated the configuration mode on the central personalization page of SAP CRM.

If you click Show View Location, you see the technical structure in which the selected view is embedded. This button is available only if you have debugging

rights.

You are in the Account search page and want to configure the search criteria. To find out the application component name and view name, you click the empty

entry field in the first row of the search criteria. This is the third field in the row in which you search for Name 1/Last Name. You press and navigate to the

Technical Datadialog, which says that the app lication component is BP_HEAD_SEARCH and the view is MainSearch.

More Information

Enhancement Set

Personalizing the User Interface

Personalizing Your System

You can use a bundle of tools and options to set up and personalize SAP CRM to your individual preferences.

Skins

You can use skinsto adapt the layout of the user interface to your corporate identity. You can change existing SAP skins, and adjust them to your personal

needs. All steps in changing existing SAP skins need to be done manually. You can also exclude existing skins that you do not want to delete. Excluded skins

are no longer available for end users on the central personalization page.

F2

Example

F2


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The end user can choose between different skins on the central personalization page of SAP CRM.

Features

All available skins are saved on the Web Application Server of SAP CRM, which hosts the CRM WebClient UI.

You can find all available skins in Customizing for Customer Relationship Management at UI Framework UI Framework Definition Skins Define Skins

. To make a new or adjusted SAP skin available again, you need to make a new entry in this table.

More Information


Framework Enhancement

The framework enhancement concept is based on component enhancements, which means that you enhance the function of standard components, standard

views, and standard controllers that are delivered by SAP.

First, you verify whether you can use the UI configuration tool, for example, if you want to adjust SAP standard components to your business needs. If you want to

make functional changes in a component, you need to use the enhancement concept.

You can also create your own components.

For more information about the framework enhancement concept, see SAP Note 1122248.

Features

UI Configuration or Component Enhancement?

You can adjust SAP standard components either with the UI configuration tool or with the component enhancement concept. You can use the UI configuration tool,

for example, if you want to make specific layout changes in views. If you want to make functional changes in a component, for example, create new events, you

need to use the component enhancement concept.

Component Enhancement: Step 1

If you use this wizard-supported approach, the system automatically creates a BSP application for the enhanced elements (runtime repository, derived controllers,

and so on). It copies the runtime repository and maintains replacement information.

Note


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Component Enhancement: Step 2

When a component enhancement has been created, the SAP runtime repository is replaced by a customer version. Now it is possible to enhance views and

controllers of the component.

If you need to enhance a view or controller, the wizard automatically guarantees that the required inheritance logic does not need to be changed in your system.

The system automatically creates a BSP controller and view. It derives controller and context classes and maintains controller replacement information. Now the

SAP version of the view or controller is replaced by the customer version.

UI Configuration Determination



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You can use the UI Configuration Tool to adapt the user interface of SAP CRM to your company's specific requirements. You can access the UI Configuration Tool

in SAP GUI and in the CRM WebClient UI.

Integration

If you want to change field labels across multiple views, you can use the design layer to consolidate the field changes. You define these settings in Customizing

under Customer Relationship Management UI Framework UI Framework Definition Design Layer .

If you want to change customer-specific fields that were created with the Easy Enhancement Workbench (EEW), and are contained in views, you can do so by

using the UI Configuration Tool in the same way as with standard fields. You define your own fields in Customizing under Customer RelationshipManagement CRM Cross-Application Components Easy Enhancement Workbench .

Features

The UI Configuration Tool in the CRM WebClient UI enables you to easily adjust pages and views to your requirements.

General Features

The UI Configuration Tool in the CRM WebClient UI offers the following general features:

The UI configuration is based on an authorization object.

The UI configuration in SAP GUI is also based on an authorization object.

The UI configuration is automatically started with the parameters that were found.

This is true, if you start the UI configuration directly from an application. If you start it from the navigation bar or the work center page, you need to select

manually the configuration parameters of the pages or views that you want to change.

All configuration changes that you have made are automatically visib le in the application.

To save your configuration changes you can create a new transport request or select an existing transport request in the CRM WebClient UI.

UI Configuration Access

You can enter the view configuration and fact sheet configuration in the CRM WebClient UI in the following ways.

Via Logical Links in the Navigation Bar or from a Work Center Page

You can access the view configuration and fact sheet configuration in your system administrator role. They way you access the view configuration and fact sheet

configuration depends on your Customizing:

By using logical linksthat belong to a direct link groupin the navigation bar

By using logical links that belong to a work center, for example theAdministrationwork center

These logical links are displayed on the second level of the corresponding work centers in the navigation bar of your system administrator role.

By using logical links on a work center page

These logical links can be assigned to the Searchcontent block on the work center page, for example on theAdministrationwork center page.

Via Icons in the Application

When the configuration mode is activated on the central personalization page of SAP CRM, you see the Configure Pageicon at the top of Homepages, work

center pages, and overview pages. If you click the icons, you see the View Configurationdialog.

You see the Show Configurable Areasicon at the top of most pages. If you click the icon, you can see all configurable areas that are available on this page.

Every configurable area is surrounded by a frame. If you click a configurable area with a frame you see the view configuration of that specific view. If the

configuration mode is activated, the general navigation is deactivated. To deactivate the configuration mode click the icon again.

You can use the Show Configurable Areasicon to configure only those assignment blocks that are expanded. If they are collapsed, expand them before you

click the icon.

Via F2 Help in the Application

To find out the name of an app lication component or view, click . The Technical Datadialog with the technical information is started. To access the UI

configuration of this view and this application component, click Configureat the bottom of the dialog.

Look and Feel of the UI Configuration

View Configuration

When you start the view configuration in the navigation bar you navigate to the search page where you can search for an application component. All views that

belong to a certain application component are displayed in the result list. Select a view and click View Configuration. You navigate to the standard configuration

page of the selected application component and view. All configurations that are available for that specific application component and view are displayed in the

Configurations block. The current configuration is highlighted in the Configurations block. The Viewb lock contains the fields, assignment blocks, and so on, that

are available in that specific view.

If you need more space to display data, you can collapse either the Configurations block or the Viewblock.

Fact Sheet Configuration

When you start the fact sheet configuration in the navigation or in the BSP Component Workbench you navigate to the search page, where you can search for a

fact sheet. All configurations (customer configuration, standard configuration) and the role configuration keys that belong to a fact sheet are displayed in the result

Note

F2


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list. Select a fact sheet configuration and click Select Page Typeto define the page type and the page layout of the fact sheet. You can also click Nextor the

hyperlink in the column Role Config. Key. ClickAssign Viewsto navigate to the next configuration step. In the Configurations block, you see the selected fact

sheet and its role configuration key. In the Viewblock you can assign fact sheet views to the selected fact sheet and to the tiles. In the Properties block you see

the different fact sheet titles.

If you need more space to display data, you can hide each of the above-mentioned blocks.

UI Configuration Based on Enhancement Sets

If you select an application component and view in the CRM WebClient UI for which an enhancement set has been previously created in SAP GUI, you can

perform the configuration based on the enhanced component.

Configuration Access Sequence

You can change the standard access sequence that is used to determine configurations. The actual configuration that is used for a certain configurable view is

determined on the basis of a search key and the available configurations that exist for a specific view. The configuration can either be a standard SAP

configuration or a customer-specific configuration.

To use your own access sequence, you need to implement the Business Add-In (BAdI) BSP_DLC_ACCESS_ENHANCEMENT in Customizing for Customer

Relationship Management, by choosing UI Framework UI Framework Definition Business Add-Ins (BAdIs) Define Configuration Access BAdI:

Configuration Access Determination .

More Information

Introduction

Configuring the Fact Sheet


Displaying Technical Information

General Access Sequence

Application Enhancement Tool

The Application Enhancement Tool has been introduced to enhance CRM applications. You can use the tool to search for enhancements, and to display, create,

change, and delete enhancements.

Integration

You can enhance ERP business objects in the CRM WebClient UI. For more information, see Customizing for Customer Relationship Managementunder

Transactions Settings for ERP Transactions Maintained via CRM Enhancement of ERP Fields .

Prerequisites

Before you can use the Application Enhancement Tool, you need to define the package name, generation prefix, and namespace for enhancements. You can

make the necessary settings in Customizing for Customer Relationship Managementunder UI Framework UI Framework Definition Application

Enhancement Tool Define System Settings .

If you are not authorized to use the Application Enhancement Tool, you need a certainauthorization role. For more information, see SAP Note 1251796.

Only the Z namespace is supported for BDocs. Within other namespaces, you will not be able to generate enhancements that influence BDocs. This affects

the enabling for CRM Mobile, and enhancements for all Marketing objects.

Features

The Application Enhancement Tool is integrated in the UI Configuration Tool, and can be started in this tool. The fields that you have added to an application are

available in the UI configuration of the corresponding UI componentand view. You can make these new fields available on the user interface by adding them to

the view.

The Application Enhancement Tool offers the following main functions:

Creating custom fields

Defining dropdown list boxes for custom fields

Translating field labels and entries in dropdown list boxes

Assigning search helps and check tables to custom fields

Making new custom fields available in search c riteria and/or result lists, Business Intelligence (BI) reporting, R/3 Adapter, CRM Mobile, and CRM interactive

reporting, which depends on the enhanced business object

Using different data types, such as characters, dates, times, and numbers

Reusing fields in other business objects, if these business objects are based on the same enhancement place

More Information

Note


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BSP Component Workbench

Design Layer

The design layerlinks UI-related settings to design objects, which span several v iews that implement the same business content. The UI-related settings are

field settings that you can adapt to your requirements.

You can use the design layerto do the following:

Rename field labels

Hide fields that are not needed

You must have selected the option Hiddenor Field excluded from field setin Customizing. This means that the fields are not available in the UI Configuration

Tool.

Assign exis ting value helps from the ABAP Dictionary without any customer-specific development

Special getter methods(type V) have been implemented that define the following:

Value help

Search help

Check table

Domain values

Field type

Input field

Checkbox

Dropdown list box

The checkbox Value help from ABAP Dictionaryneeds to be selected in the design layer Customizing.

Features

The design layer controls field labels in form views, table columns, and in the search criteria of the advanced search. It also controls the field visibility on the UI

at runtime and in the available field set in the UI Configuration Tool.

These settings are determined by design objects, which you define in the design layer Customizing.

To reuse the settings of a design object, the reference design objecthas been introduced.

More Information


Design Layer Customizing

General Access Sequence

Business Roles

You can use business rolesto work with content from different CRM applications. You can combine this content according to your personal requirements.

Features

Business Roles in the CRM WebClient

You can perform the following activities in the business role application:

Search for bus iness roles, c reate new business roles or copy existing ones, and delete business roles

Start transaction PFCG to assign authorization roles (PFCG roles) to business roles by clicking Authorization Roles

Choose or create a transport request, after you have changed or deleted an existing business role, or created a new business role

Personalize the overview page, including the assignment blocks of your business role, by click ing the Personalizeicon

Export the content of the individual assignment blocks to Microsoft Excel

Note


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Translate the business role descrip tion, and titles of direct link groups, work centers, and logical links into other languages by c licking Translate

Assign icons to work centers and to logical links in direct link groups

Portal Roles

You can generate a portal role from your business role by creating an XML file of your business role, and importing this XML file to SAP NetWeaver Portal. You

generate an XML file of your business role in Customizing for Customer Relationship Management, by choosing UI Framework Portal Integration Upload

Business Role .

You can either display CRM skins in the CRM portal, or map portal themes to CRM skins. You map portal themes to CRM skins in Customizing for Customer

Relationship Management, by choosing UI Framework Portal Integration Map Portal Themes to CRM Skins .

More Information

For more information about the portal integration, see Portal Integration.

Fact Sheet

The fact sheet gives you an immediate and compressed overview of a particular business object.

The data displayed in the fact sheet can vary greatly. For this reason, you can configure the fact sheet and determine its layout yourself.

Features

Format

The information contained in the fact sheet is displayed in assignment blocks that group together certain types of information.

Availability

The fact sheet is available online. You can display the fact sheet and make changes to it such as showing table columns, if you have made the columns

personalizable in Customizing. You can also print the fact sheet with your browser's print function.

Configuration

You can determine which views you want to display in the fact sheet. You can choose between forms, tables, or views with graphics.

Customizing

You can determine the way the fact sheet is laid out, provided that you have chosen the tile layout. With this layout, you can determine the number of rows and

columns in which the tiles are arranged.

Example

The Account fact sheet is available in Account Management on the CRM WebClient UI. On the overview page of the individual accounts, you can click Fact

Sheetand receive the most important information about this account online.

This information can come from multiple sources, for example master data, statistical data, and operation data. It enables you to quickly and easily see the most

essential details about your key customers and partners from the various business transactions.

For example, you want to visit one of your customers. You open the fact sheet about this customer and receive all the important information about this customer at

a glance.

More Information

Account Fact Sheet

Installed Base Fact Sheet

Object Fact Sheet

Enterprise Search Integration

SAP CRM has been integrated with Enterprise Search (ABAP). The main goal of the Enterprise Search integration is to provide SAP CRM with a search function

based on keywords and free text. This means that you can enter keywords, IDs, or free text in the search field, and search across all business objects that

belong to a business role.

The user interface of the simple searchis easy to use and always accessible in the central searchof SAP CRM.

Integration

The simple search is based on Enterprise Search (ABAP) or Embedded Search, and uses the complex functions of this search engine, such as full indexing or

incremental indexing. Embedded Search is the Enterprise Search component in the Application Server (AS) ABAP.


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Prerequisites

To use the simple search, you need to install Search and Classification TREX 7.1 for SAP NetWeaver 7.01.

To make the simple search available in the central search, you have made the necessary settings:

You have registered your business objects for the central search in Customizing for Customer Relationship Managementat UI Framework Technical Role

Definition Define Central Search .

You have activated your business objects in the central search in Customizing for Customer Relationship Managementat UI Framework Business Roles

Define Business Role .

Features

Important SAP Notes

The following SAP Notes are important for the integration of SAP CRM in Enterprise Search (ABAP):

Note Number Short Description

1242070 ABAP authorization indexes

1242564 Incorrect update of search connectors

1244010 Corrections Enterprise Search 7.01 Support Package

1244480 Framework 700 SP02: Enterprise search related issues

Enabled Business Objects

You can find the business objects that have been enabled for Enterprise Search (ABAP) in your business role in Customizing for Customer Relationship

Managementat UI Framework Business Roles Define Business Role . Select your bus iness role and chooseAdjust Central Search Objects. All

business objects with object action H are enabled and delivered in the standard system. They are availab le in the central search. For more information about

the central search, see Central Search.

More Information

For more information about Enterprise Search (ABAP), see http://help.sap.com SAP NetWeaver SAP NetWeaver 7.0 inc luding Enhancement

Package 1 SAP NetWeaver 7.0 Library SAP NetWeaver Library SAP NetWeaver by Key Capability Information Integration by Key Capability Search

Search Services in SAP NetWeaver AS ABAP Embedded Search .

For more information about how to configure CRM Enterprise Search, see SAP Service Marketplace at http://service.sap.com/crm-inst SAP

CRM 7.0 Operate Configuring CRM Enterprise Search 7.0 .

Runtime Repository Comparison Tool

You can use the Runtime Repository Comparison Tool to compare the runtime repositoryof an enhanced UI componentwith the SAP standard runtime

repository.

On the comparison result screen, you can manually edit the runtime repository of the enhancementto reflect the changes in the SAP standard runtime repository

as needed. Or, you can automatically adapt the enhancement runtime repository to match the SAP standard runtime repository.

When you create a UI component enhancement, the enhancement runtime repository is automatically copied to your namespace. Therefore, changes to the SAP

standard runtime repository are not transferred to the enhancement runtime repository when you import a support package or perform an upgrade.

Activities

You can call up the Runtime Repository Comparison Tool as follows:

Using transaction WCF_RT_COMP

As report BSP_WD_RT_REP_COMPARE

WebClient UI Framework Check

You can use the WebClient UI Framework Check to analyze the consistency of user interface (UI) repository data and configuration data for the WebClient UI

framework. If errors are detected, you can navigate from the error messages to the affected system objects.

For example, you can perform checks after you have upgraded your SAP CRM installation to a higher release.

In the WebClient UI Framework Check, you can select the following check types:

Consistency of Enhanced Views

Design Layer

UI Configurations


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UI Personalization

Features

Check types

Consistency of Enhanced Views

With this check type, you can analyze the consistency of enhanced views in terms of the corresponding enhancement sets.

Design Layer

With this check type, you can analyze design object definitions in Customizing.

UI Configurations

This check type supports all types of UI configurations, such as view configuration, overview page configuration, and fact sheet configuration. With this check

type, you can analyze whether UI elements that are contained in UI configurations are consistent in terms of the existence and properties of the

corresponding context node attributes or runtime repository elements.

UI Personalization

With this check type, you can analyze the personalization of overview pages, work center pages, home pages, report pages, and tables. Inconsistent UI

personalization settings can optionally be adjusted automatically during the check.

The system performs the checks in the order in which they appear on the UI, and each check builds on the previous check. Therefore, we recommend that

you perform the checks in the order in which they appear on the UI, and correct any error messages resulting from a check before executing the next

check.

You can improve the sys tem performance by defining the number of background processes that can be used for the checks.

View selection

You can use the following parameters to select the views to be checked:

Enhancement Set

UI Component

View

Business Role

You can manually further restrict the list of views to be checked.

If you specify an enhancement set, the system restricts the selection to the views belonging to the enhancement set and the active SAP standard views

according to your selection criteria. In the check result hierarchy, the standard views and enhanced views are displayed separately for each UI component.

If you do not specify an enhancement set, the system selects the views of the SAP standard components according to the following logic: Linked views are

not analyzed if they are contained in UI components other than the ones to which the checked views belong.

You can include obsolete views in the check. If you do not select the Check Obsolete Viewscheckbox, only active views are selected, and obsolete views

are omitted.

Display check result history

You can search for the results of former checks.

Delete UI Personalization

With this function, you can delete multiple UI personalization settings according to various selection criteria, such as user, UI component, and view.

Portal Integration

The CRM WebClient UI has been integrated in SAP NetWeaver Portal which means that you can run the CRM WebClient UI in a full page iView in the portal.

Integration

The portal integration is supported for CRM WebClient business roles. The portal integration of CRM On-Demand business roles and IC WebClient business roles

is not supported. You can see the business role type in Customizing for Customer Relationship Management, by choosing UI Framework Business Roles

Define Business Role . Here you can see which business role type is assigned to a business role.

You are not allowed to change the business role type manually in order to upload business roles as portal roles by using the role upload tool.

Note

Note

Caution

Note


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If you want to integrate the CRM WebClient UI as an external BSP application in SAP NetWeaver Portal, see SAP Note 1353456.

If you want to integrate the IC WebClient in SAP NetWeaver Portal, see SAP Note 1175590.

Prerequisites

Before you start the portal integration, you need to install the Business Package for SAP CRM.

Features

The portal integration offers the following features:

Aligned session management

When you first navigate to SAP CRM from the portal, a logon to SAP CRM starts; when a portal session is finished, all open CRM sessions are closed; a data

loss dialog box informs the users that they first need to save their changes.

Portal navigation with navigation highlighting

The portal highlights the navigation target if you navigate from the portal navigation frame to SAP CRM, from SAP CRM to portal content, or from one CRM iView

to another (cross-component navigation).

A tool to export role definitions to XML

You can use the upload tool to generate an XML file of your business role. This XML file can be imported into SAP NetWeaver Portal to generate a portal role.

Central search

You can search for CRM applications in the central search, which is located in the header area of the CRM portal desktop.

Mapping of a portal theme to a CRM skin

To align the look and feel of SAP NetWeaver Portal and SAP CRM, you can map a portal theme to its most similar CRM skin. You can select the additional

CRM skin Follow Portal Theme, to display the CRM skin mapped to the portal theme in the mapping table.

More Information

For more information about how to configure the business package and your role, see SAP Solution Manager at Basic Settings for SAP CRM Business

Package for SAP CRM Configuration Configuring the Business Package .

For more information about system requirements of the portal integration, see Customizing for Customer Relationship Management, by choosing UI

Framework Portal Integration Overview .

For more information about the central search in the portal-integrated CRM WebClient, see Central Search.

Central Search

You can use the central search to search for business objects in the standalone CRM WebClient, as well as in the CRM WebClient integrated in SAP NetWeaver

Portal. In both app lications, the central search is located in the header area and hence v isible at all times. You can always access it, regardless of the business

object you are in.

To improve the performance when you start searching for a business object, the table for the search objects that are displayed in the search menu is cached

in a server cookie. This cache depends on the business role and language. Therefore, all Customizing changes that have been made in the central search

might not be immediately v isible in the CRM WebClient.

Integration

The look and feel of the central search in the portal-integrated CRM WebClient is similar to that in the CRM WebClient standalone application. The search menu

consists of the hierarchical list of business objects. Additionally, you can search for documents, which means that a KM search starts instead of a search in the

CRM application. Saved searches are available at the top of the work area. You can also use theAdvancedlink to navigate to a search page or to a saved

search.

Features

When you open the central search menu in the CRM WebClient UI you see Saved Searchesin first position. In second position you seeAll Objects and below, a

hierarchical list of business objects. Click the Gobutton or link to start the search immediately.

If you want to change the search criteria before you start the search, you can use the Advancedbutton or link to navigate to the search page of the selected

business object, for example to the Account search page or to a saved search.

Whether GoandAdvancedappear as links or buttons on the CRM WebClient UI depends on the skinthat you have selected in the layout settings on thecentral personalization page.

Saved Searches

Note

Note


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When you select Saved Searches, the search menu contains all your saved searches and the field label changes to Saved Searches.

All Objects

When you selectAll Objects, the field label changes to Search for All Objects. You can now search across all b usiness objects that belong to your business role.

Click Goto start the simple search.

TheAll Objectsentry only appears if more than one searchable bus iness objects have been registered in the central search Customizing.

Hierarchical List of Business Objects

When you select a bus iness object with mouseover, a c ascading menu with the search attributes ass igned to that business object opens. After you have

selected a search attribute, you can enter the search value in the input field. The field label changes accordingly, for example, to Search for Accounts by

Category. Click Goto start the advanced search.

Activities

Making Business Objects Available in the Central Search

For every business object that is to be supp orted by the central search, make the necessary settings in Customizing for Customer Relationship Management, by

choosing UI Framework Technical Role Definition Define Central Search .

Making Business Objects Invisible in the Central Search

If you want to make business objects invis ible at business role level in the central search, make the necessary settings in Customizing for Customer

Relationship Management, by choosing UI Framework Business Roles Define Business Role .

Defining Search Criteria

If you want to include or exclude search criteria from the search page of a business object, you can activate or deactivate the corresponding indicator in the UI

configuration of the selected application component and view. For more information, see Search Pages.

To configure the Account search criteria in the central search of your business role, start the UI Configuration Tool and select application component

BP_HEAD_SEARCH and view MainSearch. Activate the indicator Use in Central Search, for the search criteria that you want to be displayed in the central

search.

Adjusting Entries in the Central Search Menu

You can change entries in the central search menu in the Online Text Repository (OTR). If you want to change these entries, start transaction SOTR_EDIT for the

Online Text Repository. Choose the correct language, search for the OTR text by entering the OTR ID in the Aliasfield, and change the SAP standard text. The

following entries are available in the central search:

OTR ID SAP

Standard

Text

Description

CRM_CENTRAL_SEARCH/SEARCH_FOR_ALL_OBJEC

TS

Search for

All

Objects

Field label that appears when the user clicksAll Objectsin the search menu

CRM_CENTRAL_SEARCH/SEARCH_FOR_OBJECT Search for

&1

Field label that appears when the user selects a b usiness object in the search

menu; &1 is replaced by the selected business object.

CRM_CENTRAL_SEARCH/SEARCH_IN_ALL_FIELDS Free Text Entry in the search menu that allows the user to enter free text in the search field; this

entry is used by the simple search.

CRM_CENTRAL_SEARCH/ALL_OBJECTS AllObjects

Entry in the search menu that starts the search across all bus iness objects

CRM_CENTRAL_SEARCH/SEARCH_FOR_OBJECT_BY Search for

&1 by &2

Field label that appears when the user selects a business object and a search

attribute in the search menu; &1 is replaced by the business object and &2 is

replaced by the search attribute.

More Information

Portal Integration

Configuring the Header Area

Simple Search User Interface


Working Context

Note

Example


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Working context is only app licable to marketing applications.

You can use this function to select attribute values that the system automatically pre-fills on the user interface. This allows you to work more efficiently. For

example, values you specify for a working context pre-fill advanced search pages, marketing object creation pages, and master data pages. You can select

values for attributes such as account, product, or product group.

You can create multiple working contexts and switch between them during a session as required.

A key account manager (KAM) for a line of soft drinks works extensively with an account called Beverages Central. The KAM creates a working context called

Beverages that includes Beverages Central as the account, a soft drinks product group, and a planning horizon. When Beverages is the active working

context, every time the KAM creates a new trade promotion, the system pre-populates the account name, product group, and the start and end dates.

Prerequisites

You have configured the working context profile in Customizing for Customer Relationship Managementunder UI Framework Technical Role Definition

Define Working Context Profiles .

You have assigned the working context profile to a business role in Customizing for Customer Relationship Managementunder Business Roles Define

Business Role .

Features

Working context behavior is determined by whether or not you assign strict control to the working context profile in Customizing.

When strict control is activated, you cannot override the working context. For example, you cannot search for a product that is different from the one specified in

the working context. In this case, either disable the working context or enable another one.

When strict control is deactivated, you can disable the working context as well as override it. For example, you could create a trade promotion for an account

other than the one defined by the working context.

The control level assigned to the working context profile applies to each working context that you create in the system.

Activities

Create a working context by choosing Editnext to the Working Contextfield in the header area of the user interface, and then adding the desired attributes.

More Information

Trade Promotion Templates

Working Context Behavior in Trade Promotion Management

Working Context Behavior in Funds Management

Working Context Behavior in Claims Management

Note

Example


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