Professional Documents
Culture Documents
Objectives
Understand and know how to use the new CRM UI Framework Features for SAP EHP1 for SAP CRM 7.0:
Dashboards Object Tagging and Favorites Go-to Menu and Action Menu
Paste in Tables
Logo Exchange Rapid Applications Mash-ups
Agenda
1.Introduction 2.Search Enhancements 3.UI Highlights 4.UI Configuration 5.Extensibility 6.New Capabilities for Implementation Projects
Web Client User Interface SAP EHP1 for SAP CRM 7.0 Key Features
The Web Client User Interface is the first step into a new era of SAP CRM user interfaces regarding usability and flexibility for the business user.
State-of-the-art, modern user interface leveraging Web 2.0 paradigms Simple information and navigation architecture to facilitate finding, reviewing and editing of information Broad personalization capabilities across all software areas to let the user decide how he works best
Simple but flexible UI configuration capabilities to pre-define the user interface for user groups
Web Client User Interface SAP EHP1 for SAP CRM 7.0 Key Benefits
High user adoption rate as immediately you will feel familiar with the User Interface CRM 2.0 Web 2.0 themes integrated to facilitate ease of use Easy and flexible personalization and configuration to adapt to what your users really need Extensible to meet customer needs Rich functionality through all areas of CRM
Simple
Flexible
Powerful
Agenda
1.Introduction 2.Search Enhancements 3.UI Highlights 4.UI Configuration 5.Extensibility 6.New Capabilities for Implementation Projects
Search Enhancements
Key Features
Search Features
User Interface
Modeling
Free-Text Search Fuzzy Search Wildcard Search Search Multiple Attributes as modeled per Business Object Cross-Object Search Authorization Checks executed on search engine
Overview of template attributes in CRM Enterprise Search Workbench * Automated resolution of 1:1 relations (double speed, half memory consumption) * 94 most required CRM objects are delivered out of the box * Custom objects can be created and modeled
Search Enhancements
Simple Search
Simplicity
Flexibility
Speed
Search Enhancements
Enabling Enterprise Search
Model your objects for search according to your needs.
Search Templates for 94 most-required CRM Business Objects are delivered outof-the-box *
CRM Enterprise Search Modeling Workbench is based on CRM Business Object Layer (BOL) Attributes of Business Objects are marked as search criteria and/or search results in Search Templates
Search Enhancements
Search Page - Capabilities and UI Elements
Choose search criteria Select search operator Enter search value incl. Multi-ValueSearch* Hide search criteria area
Add or remove search criteria Search criteria area Result list short info Result list toolbar Search result list area Define maximum number of results
Personalize result list Export result list to XLS* Show Table Graphically
Page through result list * New in SAP EHP1 for SAP CRM 7.0
Search Enhancements
Paste Multiple Search Values
Ability to paste multiple values into the advanced search in a familiar and efficient way
Paste
This feature enables the user to paste multiple values from applications such as MS Excel into an editable field in the advanced search As a result of such paste operation, each pasted value is represented by a separate line in the Advanced Search view To facilitate handling of a large number of lines we introduced the concept of grouped rows: If successive rows have the same attribute (e.g. "Product ID") and the same operator (e.g. "is"), the user can collapse such a group by clicking on the visual indicator for collapsing
* New in SAP EHP1 for SAP CRM 7.0
Agenda
Dashboards Object Tagging and Favorites Go-To Menu & Action Menu Paste in Tables Central Sharing Tool Tray/Icon Personalization Enhanced Table Features Tab Chain Definition Tile Layout Personalization Other Personalization Options Task Based UI Alternative Progress Indicator Type
Dashboards
A user can embed one (or many) dashboard(s) on his homepage simply via personalization. To do so the user can choose from the repository of all reports (of his role) or from the favorite reports. The chosen dashboards will appear as content block on the home page
Mark an object instance as your favorite with one click One-Click access to favorites on HOME page Manage your favorites as you know it from your Web browser (own folders and sub folders) Optionally share favorites with the community
Tagging
Possibility to maintain user-specific tags to every object instance Explore tag cloud on home page use it for quick access to information
My cloud, community cloud, popular tags, my recent tags, sorting , personalization, and search capabilities
Quick overview of what content is available on OVP Quick navigation to any assignment block wherever you are on the overview page Sequence in drop down menu follows the real OVP structure Available optionally
Action Menu
The Actions menu is an icon that is strategically assigned to a field and can be used as both a status/ presence indicator as well as a menu when clicked, in which actions related to the field can be triggered Action Menu feature supports the form views and tables
New in SAP EHP1 for SAP CRM 7.0
Paste in Tables
Ability to paste text in single or multiple cells from e.g. Microsoft Excel to existing tables in the Web Client User Interface.
Source - Copy
Cursor - Paste
Supports read-only/non-editable fields in which if a paste is performed over these fields, the pasted data will be discarded and the original data remains unchanged
This process supports the following: Checkboxes, Drop-Down List Boxes and All Text
New in SAP EHP1 for SAP CRM 7.0
Central Sharing Tool (separate page) - allowing easy selection of items to share as well as colleagues to share with, incl. notes field
The Central Sharing Tool introduces the notion of a Super Sharer, Sharer, and Recipient differentiating capabilities a user has using the CST
New in SAP EHP1 for SAP CRM 7.0
Tray/Icon Personalization
The Home Page
The HOME page is the starting point for every user in the daily business. It contains the most important personal information and access to the most frequently used tools.
Appointments, tasks, reports Alerts and workflow tasks Application-, Web-Links, Widgets Tag Cloud* ( see slides later for
details)
Direct content personalization* Graphical pictograms possible as content identifier (incl. personalization*)
Tray/Icon Personalization
Personalization Options
Make the software work the way you do
Available for skins using pictograms as content identifiers Admin makes pictograms available for personalization
Pictogram Personalization*
Using SHIFT
Use SHIFT and CTRL to easier select several rows or ranges of rows Performance improved vertical scrolling (optional) Capability to fix columns (left or right) in horizontally scrollable tables Using CTRL New Scrolling
Keyboard handling table: The arrow keys can now be used to navigate to contents within a table.
Click on inactive(non-editable) cell in an editable table triggers selection of the row If rows are selected in a table and then the table rows are filtered, the selection of rows is removed.
New in SAP EHP1 for SAP CRM 7.0
Fix Columns
Allow your users to increase productivity while maintaining information A user can define for any formbased assignment block where to start the data maintenance and in which sequence <tab> should navigate through the editable fields Tab sequence definition is switched on via right aligned icon in the assignment block title bar
As an alternative to the single column layout - which is mostly the default layout for SAP CRM roles - a single object can also be visualized in a tile layout.
Personalize* tile layout (drag & drop as well as separate personalization dialogue) The visual design* of tile layout has been aligned with single column layout, incl. an automatic overflow mechanism* in case of insufficient space
The user can define multiple personalization views for a table and save them under specific view names
All personalization settings are stored within a view
Direct changes via drag & drop update the current view
The personalized views are available to the user via an automatically added DDLB in the table (or AB) toolbar
Via the personalization popup you can create multiple views as well as delete or rename a view
A DDLB can show the key as well as the value, incl. sorting based on one of them Via central personalization ( SETTINGS area) the following features can be set:
Show keys in dropdown list Sort dropdown list either by default sorting order (set by the application), by value or by key
Sorted by Default
You can type the first letters of the item or key in the field of the dropdown list, and the relevant item is selected
Sorted by Key
Sorted by Value
Task Based UI
A Guidance For Your Users
The DEFAULT progress indicator type provides a very prominent feedback to the user that the system is currently processing a request The GRADIENT BAR progress indicator provides a more discreet option to let the user notice that the system is currently processing a request The GRADIENT BAR provides a white bar at the top of the screen which shows a blue mark flowing across it from left to right
Agenda
1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration Tile Layout Configuration Work Center/Home Page Logo Exchange UI Check Tools 5. Extensibility 6. New Capabilities for Implementation Projects
UI Configuration
Key Features
Efficient and Holistic UI Configuration To adjust the CRM user interface to your corporate identity and to your business needs a bundle of integrated tools is provided Examples in UI Configuration
Tools
UI Configuration Tool Business Role and Navigation Bar Customizing Design Layer Customizing Application Enhancement Tool (AET) Rapid Applications and Mash-ups* Component Workbench
UI Configuration
Key Benefits
Simplicity
Easy configuration even for power users Simple task achievable without training Really fine tune the user interface to your users needs Less time needed to rebuild screens, add or remove content
Flexibility
Speed
UI Configuration
Tile Layout Configuration
Configuration Capabilities
The Tile Layout is visualized by a table for each tile * Use drag and drop to move assignment blocks from the repository to the tables and between the tables *
UI Configuration
Work Center / Home Page
Configuration Capabilities
Define Pictograms* as Visual Identifier for content blocks Add blocks from assignment set Remove blocks from displayed assignments
UI Configuration
Logo Exchange
Supported Features
Logo Area Logo-Text Area
Capability to exchange the logo (browser-specific, skin-specific or across skins) without needing to create an own skin No need to modify CSS files for this simple task Upload YOUR logos and embed them using standard customizing approach The logo area has been enhanced with a freely definable text accompanying the logo Flexibly define the logo text rolespecific either in IMG or in the web client based Role Configuration
Logo Customizing
Logo-Text Customizing
UI Configuration
Check Tools
General Functions
Safeguards
Integration
Fine-granular or high-level definition of what to check Check results are persisted as application log Check results can be displayed grouped or as list Navigation from check result to location of issue Check tool can be run scheduled in batch-mode
Direct access to checks and runtime repository comparison within UI component workbench Transfer issue-location parameters with navigation Execution checks and runtime repository comparison via IMG after upgrades and/or corrections Export of check results to Excel
Check Tools
Key Benefits
Enhance Applications in CRM Component Workbench Apply SAP Corrections, Support Packages, and Upgrades Analyze & Reestablish Consistency with UI Framework Check Tools Increase Productivity by Detecting & Resolving actual Issues, as well as, potential Issues in your Custom Solution Gain Stability from Technical Consistency
Flexibility
Safeguarding
Stability
Agenda
1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration 5. Extensibility Rapid Applications Mash-ups Application Enhancement Tool 7. New Capabilities for Implementation Projects
Extensibility
Key Features
SAP CRM extensibility allows customers and partners to add new fields and views* to existing application with virtually no technical steps
The Application Enhancement Tool (AET) facilitates the creation of custom fields and views* The Rapid Applications* enable customers to integrate existing data from databases or web services into CRM applications The mash-up tool* allows customers and partner to easily define new content that combines data and services from internal and external sources. The extensibility toolset is seamlessly integrated in the UI configuration tool and available in the web client
Creating new content (fields and views*) can performed without deep technical knowledge
The newly created enhancements can be re-used across all existing applications
NOTE: Custom views* created via AET will be referred to as custom tables.
Extensibility
Key Benefits
Flexibility
Define custom fields and views* that suite your exact business needs
Innovate by integrating and building on top of data and functionalities outside of SAP CRM*
Simplicity
Innovation
Rapid Applications
Screenshot: Create an Application From a DB Table
Supported Features
Create Rapid Applications from DB Tables Create Rapid Applications from Web Services
Define default values for use in Rapid Applications (e.g. to pass licence keys to a web service)
Display embedded Rapid Application as a form or table based assignment block
Rapid Applications
Screenshots: Creation of a Rapid Application from a DB Table
Mash-ups
Screenshot: Mash-up Definition
Supported Methods
Create a widget based on a URL or HTML/JS script Incorporate application and system data (label or value) into the widgets script Test the mash-up definition before saving it Modify the mash-up after creation Delete mash-ups Add the mash-up view to the overview page (as any other assignment block) Configure the mash-up view via the standard configuration tools
Mash-ups
Screenshot: A Google Based Mash-up in Accounts
Create new fields and tables* that complement existing applications and best match your specific business needs
Define calculation expressions as part of the field definition* Migrate existing fields from EEWB to the new toolset (AET)* Extend the supported external interfaces - for example Mobile, R/3, BW and OLTP Reporting Easily reuse custom fields and tables* in applications that share common extension places Generate a form or table view based on the tables cardinality with respect to the extended object (1:1 or 1:N)*
Agenda
1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration 5.Extensibility 6. New Capabilities for Implementation Projects
Time Slider Overview Page Table Handling capabilities Message Handling capabilities Search Help Saved Searches Context Menu
Disclaimer
The following slides describe new features and capabilities available with the WebClient UI Framework with SAP EhP1 for SAP CRM 7.0. A broad adoption of this features by applications based on this framework is not yet available, but they will provide great additional flexibility for most projects. So please regard the following slides as additional capabilities available for customer projects to be used and implemented based on customers needs on project basis only.
Time Slider
You use the Time Slider tag to create a date visualization which allows users to select a range of dates via a slider One-click buttons available for selection of predefined time frames Time frame selection used to filter display of dependent information Time bar offers drill down functionality for year, month, and day Capability to show incidents directly in time bar Currently used in Utilities industry to narrow down displayed billing or meter reading documents and their details
Utilities Example
Overview Page
Make whole OVP editable via central EDIT button
Capability to provide a central EDIT button in the work area toolbar of an overview page Executing this button will switch all assignment blocks into edit mode (valid of course only for those assignment blocks that can be edited in place on the OVP) The project-based realization depends on the specific application regarding if and which additional coding is needed for a particular use case
Fast Row Creation: New rows can be added to a table without processing a roundtrip, increasing work productivity Rows are added via AJAX request Fast Row Creation allows you to: Append 1 to N rows via click on a specific toolbar button Create up to N rows automatically when performing a paste operation from a spreadsheet Add a line automatically when hitting the tab key when being in the last editable element of a table
Frontend selection of rows (Multi-)selection in tables/trees can be triggered without processing a roundtrip on each selection. Increased productivity and efficiency Cannot be used in Master Detail scenarios in the master table Summation of Rows Calculations in tables incl. Personalization
New in SAP EHP1 for SAP CRM 7.0
Possibility to enrich message with a link navigating to messagecausing field (on the current page, not across pages) Possibility to highlight erroneous fields red (errors) or yellow (warnings) to further facilitate identification by user Navigation from message to corresponding field already available for fields set to mandatory in UI configuration tool
The concept of saved searches can be made available in search helps This includes the capability to save searches as well as making use of saved searches Corresponding controls are made available in the search help dialogue window
Context Menu
The necessary framework for a context menu incl. new tag is available When implemented the Context Menu will appear on right mouse click event e.g. on a field, a label, a picture etc. This context menu will suppress the browser-based context menu options The context menu is specific to the cursor position where the right mouse click is performed The Framework places the Show Field Info F2 automatically in the context menu
Context Menu on Page Context Menu on Field
Lesson Summary
You should now be able to understand and use the new features like
Dashboards Object Tagging and Favorites
WebClient UI Framework Wiki https://wiki.wdf.sap.corp/display/WEBCUIF/Home+ Web+Client+UI+Framework SAP CRM - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-crm SAP CRM Demo Portal http://crmportal.wdf.sap.corp:1080 SAP CRM Wiki https://wiki.wdf.sap.corp/display/SAPCRMHub/Ho me SAP CRM - Help Portal http://help.sap.com/crm SAP Public Web http://www.sap.com/crm