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mySAP CRM Layout Customizing Tool - Designer is a WYSIWYG Tool used tocustomize a FORM view of a BSP screen. (eg: Detail Form, AdvancedSearch Form, Toggle to Form View) in CRM Release 3.1, SP1. The Designer reads and saves form screen data as XML screen files. Usethe Blueprint XML Service for creating and saving the Designer XMLscreen files. The options are 1. Get Designer Input & 2. Save Designer Output PREREQUISITE : If you need to save a screen in a new Role (BLVIEWDEST), it is only possible if a proper Blueprint entry for the Role(field BLVIEW) in CRMC_LAYOUTC exists. To create such an entry, use thetransaction CRMC_BLUEPRINT_C. 1.,,Choose 'Get Designer Input' 2.,,Choose a valid Blueprint key: for APPLICATION, BLVIEW SOURCE, BLVIEW DEST, EVENT, SCREEN POSITION, SCREENVARIANT 3.,,Enter the name of the input XML file (to be created) 4.,,Execute Note: BLVIEW SOURCE = Role from which the screen data should be readfrom. For initial screen, use blank. See section D - Blueprint Fields See section E - Example A As a result, an input XML file to the Designer is generated. Open the Designer with the xml file generated in A. Customize yourscreen to suit your business specific needs for your Role (specified inBLVIEW DEST). Save your changes in the Designer. 1.,,Choose 'Save Designer Output' 2.,,Choose a valid Blueprint key: for APPLICATION, BLVIEW SOURCE, BLVIEW DEST, EVENT, SCREEN POSITION, SCREENVARIANT 3. Specification of Role First time use - The first time you are customizing thisAPPLICATION+SCREEN POSITION for a specific Role Choose : BLVIEW SOURCE = blank BLVIEW DEST = name of the Role Not the First Time use - You have already customized thisAPPLICATION+SCREEN POSITION for a specific Role Choose : BLVIEW SOURCE = BLVIEW DEST = name of the Role 4. Enter the name of the output XML file (the data of which is to besaved 5.,,Execute See section E - Example C As a result, the screen data of the file is stored in the correspondingblueprint & layout tables. BLUEPRINT-APPLICATION: Name of the CRM application that uses the screen BLUEPRINT-BLVIEW SOURCE: Role from which the screen data should be read from. BLUEPRINT-BLVIEW DEST: Role where the screen data will be saved to. BLUEPRINT-EVENT: Event that triggers the screen to be displayed BLUEPRINT-SCREENPOSITION: Position-number of the screen within the CRM application: 1 = OIC Search, 2 = OIC Search Result, 3 = ODC 1, 4 = ODC 2 BLUEPRINT-SCREENVARIANT: Controls layout of a Form screen after selecting a line of a listscreen. To customize the Form View of the Item List screen of the QuotationsApplication for the Lead Manager Role. Example A. Get Designer Input,,,,,,,,x Save Designer Output BLUEPRINT-APPLICATION,,,,CRMD_SALQ BLUEPRINT-BLVIEW SOURCE BLUEPRINT-BLVIEW DEST,,,,MKT_LEAD_M BLUEPRINT-EVENT,,,,,,INIT BLUEPRINT-SCREENPOSITION,,,,3 BLUEPRINT-SCREENVARIANT File name,,,,,,,,,,C:\LayoutTool\TempStore\itemlistform.xml Result: The Form view of the Item List screen of the Quotationsapplication is available in the file C:\LayoutTool\TempStore\ itemlistform.xml. You are copying the initial screen to the Role Lead Manager. Example B. Open the Designer with the itemlistform.xml. Customize your screen to suit your business specific needs for the LeadManager Role. Save your changes in the Designer. Example C. Get Designer Input,,,,,,,, Save Designer Output,,,,,,x BLUEPRINT-APPLICATION,,,,CRMD_SALQ BLUEPRINT-BLVIEW SOURCE BLUEPRINT-BLVIEW DEST,,,,MKT_LEAD_M BLUEPRINT-EVENT,,,,,,INIT BLUEPRINT-SCREENPOSITION,,,,3 BLUEPRINT-SCREENVARIANT File name,,,,,,,,,,C:\LayoutTool\TempStore\itemlistform.xml Result: The Form view of the Item List screen of the Quotationsapplication for the Lead Manger Role is saved from the file C:\ LayoutTool\TempStore\itemlistform.xml (screen is customized for thefirst time). If this screen was already customized before, BLUEPRINT-BLVIEW SOURCE =MKT_LEAD_M would be used. |