UI ConfigTools

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UI ConfigurationToolsSAP CRM 2006s


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Content

General

UI configuration tool

Design layer

Customer-specific enhancements

Roles and navigation bar

Further information


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Purpose of this Document

This document will help you: Get an overview of the functions of the UI ConfigTool and Design Layer

Customizing

Learn how to use the UI ConfigTool and Design Layer Customizing in

implementation projects to adjust the CRM WebClient UI Learn how to add customer specific fields to the CRM WebClient UI


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UI Configuration: Overview

A bundle of integrated tools is provided tohelp you adjust the CRM user interface to your

corporate identity.

These tools support the UI configuration in an

efficient and holistic way.

Examples

Add new fields to business objects

Position fields on views

Rename field labels

Use personalization

Define captions

Define navigation bar entries

Create business roles

ToolsTools

BSP WD component

workbench

UI conf iguration too l

Easy enhancement wo rkbench

(EEWB)

Role and n avigat ion bar

customiz ing

Design layer customizing

BSP WD com ponent

workbench

UI conf iguration too l

Easy enhancement wo rkbench

(EEWB)

Role and n avigat ion bar

customiz ing

Design layer customizing

Platzhalter fr Bild


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Layers of

new UI

Framework

From UI Requirement to Technology

Presentation

Layer (BSP)

Layers of

underlying

Business

Application

Requirement Software LayerTool

Tables

Business

Engine API

Interaction

Layer (GenIL)

Business

Layer (BOL)

Graphical UI

ConfigTool

Add new field to UI Layer

Layout change

e.g. move field

CRM Easy

Enhancement

Workbench(EEWB)

Add new field to

Data Model


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UI Configuration Tools: Overview

BSP Component

WorkbenchConfigure buttons

UI Configuration

ToolUse customer specific fields within view configuration

Design Layer

CustomizingImplement same configuration content for several views

Easy EnhancementWorkbenchCreate customer specific fields

UI Configuration

ToolUse parameters to save your configuration

UI Configuration

Tool

Configure views: position fields/columns, add fields/columns

from field set, remove fields/columns, rename labels, set fields

to mandatory/display only, and define load option for blocks and

more

Design Layer

Customizing or

BSP Component

Workbench

Define input helps for customer specific fields

Role CustomizingDefine and copy business roles

ToolTasks


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Content

General


Design layer



Further information


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UI Configuration Tool: Overview

Project team members and consultants use the tool as

follows:

Configure pages

Work center pages

Overview pages

Edit pages

Advanced search pages

Configure blocks

Forms

Tables

Trees Configure fields

The CRM UI configuration tool is an easy-to-use tool for adjustingthe CRM standard views to your needs.


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UI Configuration Tool: General Features

General features that are provided by the UI ConfigTool:

Configuration can be stored according to differentiators using the

following parameters:

Configuration key (business role)

Component usage

Application-specific parameters like object type and object subtype

Change and transport system

Changes in the configuration are recorded in change requests

Language support

Configuration (labels, captions) can be translated

Personalization

In addition, the end user can be enabled to personalize objects

Launch UI configuration tool from the BSP WD component workbench

Transaction BSP_WD_CMPWB


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UI Configuration Tool: View Configuration (1)

Adapt the solution even closer to your particular businessand terminology:

Configure form views

Use simple or detailed configuration view

Position fields on the view

Add fields from field set/remove fields Add captions

Change field labels/hide field labels

Set fields to editable or display only

Define whether a field should be mandatory

Configure table/tree views

Change the order of columns

Rename column titles

Define number of visible rows

Choose scrollbar/cutting mode Define column width

Define which roles are personalizable

Set the horizontal alignment (left, right, or center)

Set a column to display only


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UI Configuration Tool: View Configuration (2)

Configure search pages

Add/remove search criteria from available search parameter set

Choose default search operators

Define the criteria that should be displayed by default

Configure overview pages

Add/remove blocks from assignment set

Change order of visible assignment blocks

Define load option (hidden, lazy, or direct)

Change titles

Configure work center pages Add/remove blocks from assignment set

Change order of visible assignment blocks

Position blocks on the right or left side of the page

Change titles


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Start BSP WD Component Workbench

Start the UI configuration

tool

Transaction BSP_WD_CMPWB

Choose a component

Select a view

Choose configuration to start the



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Configuration: Detailed Configuration

Configuration

Add nodes with the assigned

fields from the field set

Add fields from the field set

Remove fields

Display field properties

Position fields

Change labels

Hide labels

Add/change/remove captions

Set fields to mandatory or

display only


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Configuration: Overview Page

Configuration

Add blocks from assignment set

Remove blocks from displayed

assignments

Change the titles

Change the order of blocks

Choose load option (direct, lazy,or hidden)


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Configuration: Table View

Configuration


Enable scrollbar/cutting mode

Add column from the set and

remove columns

Change column title

Change order of columns

Define column width

Define horizontal alignment

Enable personalization of

columns


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Configuration: Tree View

Configuration

Same configuration as for tables


Enable scrollbar/cutting mode

Add column from the set and

remove columns

Change column title

Change order of columns

Define column width

Define horizontal alignment

Enable personalization of

columns


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Configuration: Search

Configuration

Add / remove Search parameter

Define displayed search criteria

Define default operator

Define order of search criteria

Change search parameter name


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Role-Dependent View Configuration

Configuration

To create role-dependentconfiguration, save the

configuration with a role

configuration key in the UI

configuration tool.

Role configuration keys can be

defined in the IMG: Customerrelationship management > UI

framework > UI framework

Definition > Define role

configuration key

You assign role configuration

keys to business roles in theIMG: Customer relationship

management > Business roles >

Define business roles


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Asynchronous JavaScript and XML (AJAX)

Use of AJAX

AJAX = AsynchronousJavaScript and XML

AJAX is a technique that uses a

XMLHttp Request object to

communicate asynchronously in

a Web application and fetch XML

packets of data.

AJAX is used for table views,

tree views, advanced search,

and overview pages.


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Translation

Translation

Use transaction SE63 totranslate captions and labels

SE63 > Translation > ABAP

objects > Short texts > S6

technical short texts > BSP2

BSP1 = SAP standard texts

BSP2 = Customer texts


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Data Model (Tables)

SAP Standard

Customer configuration

BSP_DL_XMLSTRX2

BSPC_DL_XMLSTRX2

BSP_DL_STXTREP21:n

BSPC_DL_STXTREP21:n

Configuration Language dependent texts

Configuration Language dependent texts

CONTEXT_ID CONTEXT_ID

CONTEXT_ID CONTEXT_ID


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Content

General


Design layer



Further information


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Design Layer: Overview

The UI-related settings are simple field settings that are likely

to be changed by project team members and consultants.

Field visibility: Set a field to Hidden / Field excluded from field set:Field isnt available in the UI ConfigTool. (In CoD there is a difference between

these two fields if Hidden is chosen, it is still available in the field

customizing.)

Rename field labels

Value Help from Dictionary: Generic V- and P-Getter methods have beenimplemented, which define the value help (from DDIC: search help / value table /

domain values) and field type (input field, checkbox, DDLB). The new generic

V- and P-Getter logic is used only if the indicator is set.

The design layer links UI-related settings to a new, generic design object,

which spans several views implementing the same business content.


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Design Layer Customizing (1)

Configuration

Create Design object.

Path in IMG:

Customer relationship

management > UI framework >

UI framework definition >

Maintain design layer

Object type / BOL object name

are only used for filtering (to

reduce the list attribute list)

later on you can assign this

object to every object / attribute

you want.

Design Layer customizing can

be used for form views, trees,

tables and advanced searches.

(Customer table)


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Configuration

Transaction: BSP_WD_CMPWB

Assign the Design object to a

context node or attribute.


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Result

Assignment is saved in tableBSP_DLC_DASSIGN

Assignment is valid for all

configurations of the view.


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Translation

Path in IMG:

Customer relationship management > UI framework > UI framework definition > Maintain designlayer

Utilities > Choose Language

Goto -> Translation


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Add C t S ifi Fi ld (1)


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Add Customer-Specific Fields (1)

Configuration

Maintain system Landscape:IMG: Cross Application

Components > General

Application Functions > Easy

Enhancement Workbench >

Maintain System Landscape

Add customer-specific fieldswith the easy enhancement

workbench

Transaction: EEWB

Add C t S ifi Fi ld (2)


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Add Customer-Specific Fields (2)

Configuration

Business Partner / Grantor:For currency and quantity fields

automatically additional fields

with the data elements

BUX_CUKY and BUX_UNIT are

created

Use Design Layer to Assign Value Help (1)


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Configuration

Path in IMG:Customer relationship

management > UI framework >

UI framework definition >

Maintain design layer

Create a Design Object and for

the relevant attributes, chooseValue help from Data Dict ion ary.

If in DDIC a search help or a

check table is defined, choose I

Inpu t f ie ld.

If fixed Domain values are

defined in DDIC, choose P - Drop

Down L is t Box.



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Configuration

Transaction:BSP_WD_CMPWB

Assign the design object to the

views in which you want to

use it.

Make Fields Visible with the UI Config Tool


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Make Fields Visible with the UI Config Tool

Configuration

Transaction:BSP_WD_CMPWB

Result:

Content


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Content

General


Design layer



Further information

Role and Navigation bar Customizing: Overview


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Role and Navigation bar Customizing: Overview

Business role

The business role is the central object for controlling the navigation bar, the

logical links, and the authorizations for users.

User assignment

The business role is assigned to an organizational unit in the organizationalmodel.

The user is assigned to an organizational unit as well.

Authorizations

The business role is assigned to an authorization profile via a PFCG role.

Navigation bar profile

The navigation bar profile contains direct link groups and work centers.

Logical links are assigned to the direct link groups.

Work center link groups structure the logical links for work centers. These workcenter link groups aren't visible in the application.

The role and navigation bar customizing controls are based on business roles

and determine how the navigation bar is structured and which links appearon the work center/home/report pages and in the direct link group.

Role and Navigation bar Customizing: Terminology


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Role and Navigation bar Customizing: Terminology

Work Centers

Direct Link Group

Logical Links

Work Center Page

Role and Navigation bar Customizing: Assignments


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Role and Navigation bar Customizing: Assignments

Define Business Role


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Configuration:

IMG Path: Customer relationshipmanagement > Business roles >

Define business roles

Create/change/copy/delete

business role.

Assign Business Role to Organizational Unit


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g g

Configuration:

IMG Path: Customer relationshipmanagement > Business roles >

Define organizational

assignment

Transaction PPOMA_CRM

Content


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General


Design layer



Further information

Further Information


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RKThttp://service.sap.com/rkt-crm

-> SAP CRM 2006


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UI ConfigTools

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