Sap crm custom assignment block

Sap crm web ui assignment block

Subscribe to our blog! Value help Pop-Up using F4 Date fields in the views are displayed with date help. We see that we have the 2 BOL objects that we added when we working with the wizard in time of the view creation. Once you have changed the UI configuration, the view will be displayed automatically on the home page. We use also attributes from the Root BOL object. Create a custom view In our example we want to inform the user about his opportunities. Possible views in an assignment block: Form view Table view Tree view The header of the Overview page displays the title of the object which is open and its description. As per requirement, it is possible to have attachments assignment block in Overview page. Home page Worklist page: It displays alerts, workflow tasks and business transactions which are currently pending with or assigned to the logged in user. Work Area Applications assigned to the logged in user are accessed in the Work Area On clicking on an application in navigation bar, work area displays work center with work area groups consisting of relevant links to create, search and report.

Within form view we can group the data using the Captions. We start with the BuilHeader fields. Advanced Search Page Within search criteria user can set the criteria to find an element. We'll choose a name for our view.

sap crm web ui concepts

After we add the attributes to our view we need to add our view as an assignment block. Within project developments it might be interesting to enhance the home screen with an additional assignment block, for example, to inform the user about opportunities that need his attention.

Here we need to define the view type and its properties.

Sap crm custom assignment block

It is used to display, update and create new data such as business partner, sales order, etc. This will allow us to select the view within the configuration of the home page. On the right-side end, search result table also contains buttons which enable user to export the records to Excel sheet and the button for personalization of the search result table. As the user cannot influence the selection and as we are talking about the homepage, the last thing you want is your users waiting for the homepage to load because the selection of your custom view is too expensive. After we handle the addition of adding our view as an assignment block we need to handle some code addtions for the right treatment in the attributes in our view. Note that it is especially important to think about the performance of the selection behind the additional view. As per requirement, it is possible to have attachments assignment block in Overview page. Add the incorporated view to the default window We incorporated the view within the CRM UI Webclient home page component, so next step is to add this view to the default window. Create an interface view to expose a component window Once you have create a custom view and decided that it needs to be visible on the home screen, first thing we need to do is expose this view to other components, so it can be used somewhere else. Home page Worklist page: It displays alerts, workflow tasks and business transactions which are currently pending with or assigned to the logged in user. Create a custom view In our example we want to inform the user about his opportunities. So we move to the configuration tab when we working on the view and then we switch to edit mode.

Worklist page E-Mail Inbox and Calendar This page can be configured to be in sync with the user mailbox For this, CRM middleware settings are used so that user can access mailbox within Web UI Different views are possible within the calendar page — single day, week, month view Calendar View Similarly user can see the E-Mail inbox in sync with the Lotus Notes server or Outlook.

This will allow us to select the view within the configuration of the home page.

How to create a table view in sap crm web ui

With these hyperlinks, it is possible to navigate to the individual record which is displayed in the Overview page. As the user cannot influence the selection and as we are talking about the homepage, the last thing you want is your users waiting for the homepage to load because the selection of your custom view is too expensive. Value help Pop-Up using F4 Date fields in the views are displayed with date help. Create an interface view to expose a component window Once you have create a custom view and decided that it needs to be visible on the home screen, first thing we need to do is expose this view to other components, so it can be used somewhere else. Search help Pop-Up Table view and tree view can contain header which can also have buttons. On the right-side end, search result table also contains buttons which enable user to export the records to Excel sheet and the button for personalization of the search result table. The data from single application or business transaction is organized into assignment blocks. Multiple operators can be configured for each search criteria.

Once search is performed, result table shows the number of records found, if any. It is used to display, update and create new data such as business partner, sales order, etc. Our view has been successfully added to the home page.

An assignment block can by default be loaded in expanded or lazy mode. Possible views in an assignment block: Form view Table view Tree view The header of the Overview page displays the title of the object which is open and its description.

We will create the binding for our context node to the same context node in the custom controller.

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