You can use the UI configuration to adapt the user interface of SAP CRM to your company's specific requirements. You can access the UI configuration in SAP GUI and in the CRM WebClient.
If you want to change field labels across multiple views, you can use the design layer to consolidate the field changes. You define these settings in Customizing under.
If you want to change customer-specific fields that were created with the Easy Enhancement Workbench (EEW), and are contained in views, you can do so by using the UI Configuration Tool in the same way as with standard fields. You define your own fields in Customizing under.
The UI configuration in the CRM WebClient enables you to easily adjust pages and views to your requirements.
The UI configuration in the CRM WebClient offers the following general features:
The UI configuration is based on an authorization object.
The UI configuration in SAP GUI is also based on an authorization object.
The UI configuration is automatically started with the parameters that were found.
This is true, if you start the UI configuration directly from an application. If you start it from the navigation bar or the work center page, this is not true.
All configuration changes that you have made are automatically visible in the application.
To save your configuration changes you can create a new transport request or select an existing transport request in the CRM WebClient.
UI Configuration Access
You can enter the view configuration and fact sheet configuration in the CRM WebClient in the following ways.
Via Logical Links in the Navigation Bar or from a Work Center Page
You can access the view configuration and fact sheet configuration in your system administrator role. They way you access the view configuration and fact sheet configuration depends on your Customizing:
By using logical links that belong to a direct link group in the navigation bar
By using logical links that belong to a work center, for example the Administration work center
These logical links are displayed on the second level of the corresponding workset in the navigation bar of your system administrator role.
By using logical links on a work center page
These logical links can be assigned to the Search content block on the work center page, for example on the Administration work center page.
Via Icons in the Application
You see the Configure Page icon at the top of Home pages, work center pages, and overview pages. If you click the icons, you navigate to the View Configuration dialog.
You see the Show Configurable Areas icon at the top of most pages. If you click the icon, you can see all configurable areas that are available on this page. Every configurable area is surrounded by a frame. If you click a configurable area with a frame you navigate to the view configuration of that specific view. If the configuration mode is activated, the general navigation is deactivated. To deactivate the configuration mode click the icon again.
You can use the Show Configurable Areas icon to configure only those assignment blocks that are expanded. If they are collapsed, expand them before you click the icon.
Via F2 Help in the Application
To find out the name of an application component or view, click F2. The Technical Data dialog with the technical information is started. To access the UI configuration of this view and this application component, click Configure at the bottom of the dialog.
Look and Feel of the UI Configuration
When you start the view configuration you navigate to the search page where you can search for an application component. All views that belong to a certain application component are displayed in the result list. Select a view and click View Configuration. You navigate to the standard configuration page of the selected application component and view. All configurations that are available for that specific application component and view are displayed in the Configurations block. The current configuration is highlighted in the Configurations block. The View block contains the fields, assignment blocks, and so on, that are available in that specific view.
If you need more space to display data, you can hide either the Configurations block or the View block.
Fact Sheet Configuration
When you start the fact sheet configuration you navigate to the search page, where you can search for a fact sheet. All configurations (customer configuration, standard configuration) and the role configuration keys that belong to a fact sheet are displayed in the result list. Select a fact sheet configuration and click Select Page Type. On this page, you can define the page type and the page layout of the fact sheet. Click Assign Views to navigate to the next configuration step. In the Configurations block, you see the selected fact sheet and its role configuration key. In the View block you can assign fact sheet views to the selected fact sheet and to the tiles. In the Properties block you see the different fact sheet titles.
If you need more space to display data, you can hide each of the above-mentioned blocks.
UI Configuration Based on Enhancement Sets
If you select an application component and view in the CRM WebClient for which an enhancement set has been previously created in SAP GUI, you can perform the configuration based on the enhanced component.
Configuration Access Sequence
You can change the standard access sequence that is used to determine configurations. The actual configuration that is used for a certain configurable view is determined on the basis of a search key and the available configurations that exist for a specific view. The configuration can either be a standard SAP configuration or a customer-specific configuration.
To use your own access sequence, you need to implement the Business Add-In (BAdI) BSP_DLC_ACCESS_ENHANCEMENT in Customizing for Customer Relationship Management, by choosing.