UI Configuration Tool
You can use the UI Configuration Tool to adapt the user interface of SAP CRM to your company's specific requirements. You can access the UI Configuration Tool in SAP GUI and in the CRM WebClient UI.
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 Tool in the CRM WebClient UI enables you to easily adjust pages and views to your requirements.
The UI Configuration Tool in the CRM WebClient UI 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, you need to select manually the configuration parameters of the pages or views that you want to change.
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.
UI Configuration Access
You can enter the view configuration and fact sheet configuration in the CRM WebClient UI 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
These logical links are displayed on the second level of the corresponding work centers 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
Searchcontent block on the work center page, for example on the
Administrationwork center page.
Via Icons in the Application
When the configuration mode is activated on the central personalization page of SAP CRM, you see the
Configure Page icon at the top of
Home pages, work center pages, and overview pages. If you click the icons, you see the
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 see
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
the bottom of the dialog.
Look and Feel of the UI Configuration
When you start the view configuration in the navigation bar 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
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
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 collapse either the
Configurations block or the
Fact Sheet Configuration
When you start the fact sheet configuration in the navigation or in the BSP Component Workbench 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 to define the page type and the page layout of the fact sheet. You can also click
Next or the hyperlink in the column
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 UI 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 .
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