set type generation in crm webclient

8/13/2019 Set Type Generation in CRM WebClient

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Table of Contents

1.1 Prerequisites...................................................................................................................2

1.1.1 Activate IBase Work Centre..........................................................................................................2

1.1.2 Activate IBase Work Centre Group Links......................................................................................21.1.3 Define Logical Links...................................................................................................................... 2

1.1.4 Define Generic O !apping ........................................................................................................3

1.1." Define Central #earc$..................................................................................................................3

1.1.% A&'ust Central #earc$ Options......................................................................................................3

1.2 Steps to be executed for Set Types to appear in CRM WebClient..............................4

1.2.1 Definition of Attri(utes ) #et *+pes..............................................................................................4

1.2.2 Assign,ent of t$e #et *+pes to t$e Categor+...............................................................................4

1.2.3 #et *+pe Assign,ent to t$e Overvie- age................................................................................."

1.2.4 Configure #et *+pe as visi(le Assign,ent Block in t$e O........................................................"1.2." /I Configuration Creation ) A&aption 0optional...........................................................................%

1.2.% #et *+pes appear in IBase !aintenance in t$e #A C! We(Client..........................................


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1.1 Prerequisites

The following customizing is required to launch the IBase maintenance view in the WebUI.

1.1.1 Actiate !"ase Wor# Centre

SPR ! "R# ! Business Roles ! $efine Business Role ! %&B""&"I"&' ! (d)ust Wor* "entres !I"&IB(S+

1.1.2 Actiate !"ase Wor# Centre $roup %in#s

SPR ! "R# ! Business Roles ! $efine Business Role ! %&B""&"I"&' ! (d)ust Wor* "entre,rou- in*s ! I"&I/$+0P, ! I"&IB(S+

1.1.& 'efine %o(ical %in#s

SPR ! "R# ! UI 1ramewor* ! Technical Role $efinition ! $efine /avigation Bar Profile ! $efineogical in*s ! I"&IB(S+ ! Target I$2 TIB'34#IPS


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1.1.4 'efine $eneric )P Mappin(

This needs to be defined for 5our -rofile6 in our case it was for -rofile %&B""&I"&/(7&PR1I+6 andfor ob)ect t5-e 8IB'34&IB(S+9

1.1.* 'efine Central Searc+

SPR "R#UI 1ramewor*Technical Role $efinition$efine "entral Search

1.1., Ad-ust Central Searc+ )ptions

In business role %&B""&"I"&'6 this central search should be automaticall5 assigned


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1.2 Steps to be executed for Set Types to appear in CRM WebClient

1.2.1 'efinition of Attributes Set Types

"reate (ttributes and assign (ttributes to Set T5-e using Transaction "##&(TTRS+T.

(s can be seen below in this e:am-le6 the (ttributes created were ;"ar Par* or Street< #achineStatus and Par*ing egac5 I$=6 which were then assigned to the Set T5-e ;Par*ing #achineInformation=.

1.2.2 Assi(n/ent of t+e Set Types to t+e Cate(ory

(ssign the Set T5-e to the relevant "ategor5 using "##&>I+R(R">?.

(s can be seen below in this e:am-le6 the Set T5-e ;Par*ing #achine Information=6 has beenassigned to the Product "ategor5 ;%443 @ Par*ing #achines=


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1.2.& Set Type Assi(n/ent to t+e )erie0 Pa(e

(ssign the Set T5-e to the verview Page using Transaction ;"R##&UIU&PR$&,+/=

It is im-ortant to note that the +nhancement Set onl5 e:ists for customer s5stems6 which 5ou will needa $evelo-er to create6 if it does not alread5 e:ist. Please also ensure to generate the Set T5-e for the

correct enhancement of the client in which 5ou want to see the Set T5-e.

/ote that the Re-ositor5.:ml of the verview Pages will be ada-ted for all Set T5-es. (dditionall56 thecom-onent PR$,+/S+T will be ada-ted for #ulti 7alue Set T5-es.

1.2.4 Confi(ure Set Type as isible Assi(n/ent "loc# in t+e )P

In order to integrate the Set T5-e (ssignment Bloc*s into the list of ;$is-la5ed (ssignment Bloc*s=65ou have to navigate into the verview Page of the a--lication where 5ou want to dis-la5 the SetT5-e. Use transaction ;BSP&W$&"#PWB=6 and create A select the correct "om-onent and+nhancement Set.

"reate a /ew "onfiguration or Select "onfiguration if 5ou have an e:isting one 5ou created-reviousl5C and then assign the relevant (ssignment Bloc*As. /ote that when 5ou view the Technical$etails6 5ou will see the %D "om-onent 5ou created -reviousl5.


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In this e:am-le6 we used the (--lication ;b)ects=6 however6 other (--lications and verview Pagesma5 be as follows2

1.2.* ! Confi(uration Creation Adaption 3optional

Transaction "R##&UIU&PR$&"/1I, generates automaticall5 a new 7iew "onfiguration 7ariantfor the corres-onding view de-ending of the Set T5-e *ind. The Set T5-e *ind will be determined andthe configuration variant will be generated.

To go to the UI "onfiguration6 use Transaction ;BSP&W$&"#PWB=6 and select "om-onent;PR$,+/S+T=.

Select view ;PR$,+/S+TASSete7= and create new configuration or select an e:istingconfiguration if 5ou have alread5 created a configuration and ada-t it6 if required.


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1.2., Set Types appear in !"ase Maintenance in t+e SAP CRM WebClient

Select ;b)ects= from the /avigation Bar and then search for a relevant b)ect 1amil56 in this case ;Par*ing #achines= and b)ect I$ ;PE4444'=.

?ou will notice that the Set T5-e which was renamed to ;(dditional $ata= using the UI "onfigurationand is now visible and the (ttributes are maintainable.

set type generation in crm webclient

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