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Function documentation Attribute Enhancement Locate the document in its SAP Library structure

Use

This function provides you enhancement areas for the application components Case Management and Content Management, with which you can enhance the object attributes for customer-specific attributes.

Enhancement Area

Use

CRM_DOCUMENTS

Customer-specific document attributes in Content Management

CRM_CATEGORY

Standard enhancement area for customer-specific category attributes in Case Management.

You set up the user interfaces of the People-Centric UIs so that your customer attributes are displayed on an additional tab page in the detail area 2. You can thereby display customer attributes according to object types (categories in Case Management, and document types in Content Management).

Integration

The technology is based on the generic work tool “Property Unification“ of the SAP Records Management component.

Prerequisites

To be able to use customer attributes, in Customizing settings, you must

·        create dictionary objects (data elements, structures, and tables) in the ABAP Workbench

·        enhance the user interface of the People-Centric UI

·        implement Business Add-Ins (BAdIs)

Features

Object-type-dependent and object-type-independent customer attributes

If you use different object types in a CRM application, for example, different document types in Content Management, you can determine an individual set of customer attributes for each object type.  In this case, you create an individual Customizing object and dictionary structure for each set of these object-type-dependent customer attributes.

If you do not differentiate according to object types in a CRM application, or you want to use the same customer attributes for all object types, you must use the customer attributes  Preconfigured Customizing Objects and Customer Includes (CIs) are provided for these object-type-independent customer attributes.

You can combine object-type-dependent and object-type-independent customer attributes in an attribute enhancement. If, for example, you use different document types in Content Management, you can supply an individual set of customer attributes for each document type and provide customer attributes that are valid for all document types as object-type-dependent attributes.

The following graphic clearly shows an example of the use of object-type-dependent and object-type-independent customer attributes for two document types in Content Management.

This graphic is explained in the accompanying text

Fig: Use of customer attributes for document types

Controlling screen variants for customer attributes

You determine that customer attributes are displayed separately according to the respective object type using screen variants in a BAdI implementation. The relevant BAdIs are provided for the People-Centric UI Framework for the respective CRM application.

You are provided with the sample implementation CL_SMP_IM_CRM_CMG_CASE_ACCESS for CRM Case Management in enhancement spot CRM_CMG_CASE_ACCESS.

Processing customer attributes

You can alter the respective values of the customer attributes with the BAdI CRM_ATTR_PERS_CONTRO. By implementing this BAdI, you can

·        predefine customer-specific attribute values

·        employ an authorization concept

·        check attribute values

·        perform actions before saving attribute values

Activities

For more information about work steps to be carried out and for an overview of the objects delivered for each enhancement area, see SAP Implementation Guide ® Customer Relationship Management ® Basic Functions ® Attribute Enhancement.  

See also:

As an alternative to the enhancement of customer attributes on a single tab page described here, you can also enhance object-type-independent customer attributes as additional columns in the document attributes delivered by SAP (see Structure linkDocuments).

 

 

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