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Function documentationTexts and Text Templates

 

You can save recurring information as personal text templates and insert it into your change transactions, messages, and requirements at the press of a button. Recurring information could include a signature or telephone numbers, for example. The system administrator can also create system templates with standard texts, which are available to all staff (for example, standardized prompts to indicate which information must be entered in a request for change, message, or requirement).

Prerequisites

You have configured the Customizing settings for text management as follows:

  • For Change Control Management, choose Start of the navigation path SAP Solution Manager Next navigation step Capabilities (Optional) Next navigation step Change Control Management Next navigation step Transactions Next navigation step Text Management End of the navigation path.

  • For IT Service Management, choose Start of the navigation path SAP Solution Manager Next navigation step Capabilities (Optional) Next navigation step IT Service Management Next navigation step Text Determination Procedure End of the navigation path.

  • For Requirements Management, choose Start of the navigation path SAP Solution Manager Next navigation step Capabilities (Optional) Next navigation step Requirements Management Next navigation step Transactions Next navigation step Text Management Next navigation step Text Determination Procedure End of the navigation path.

Note Note

If you do not configure these settings, the system uses the default text types and text determination procedures.

End of the note.

If you want to use Rich Text Format, you have configured the Customizing activity Activate Text Formatting.

Features

  • Text entry according to the selected text type (for example, internal note or response). The available text types are defined in Customizing.

    Note Note

    The visibility of a text in the system depends on the text type. An internal note can, for example, only be seen by your own support team.

    End of the note.

  • Creation of personal text templates for specific users and insertion into the Texts assignment block

  • Creation of system templates for all users and insertion into the Texts assignment block. The system templates are edited in Customizing for text management.

  • Text log: Documentation of all texts created. You can filter the display for the content by text type.

    In change transactions, the system also shows all status changes, authorizations, and changes to the transaction.

  • Rich Text Format (RTF)

    You can edit texts using RTF features, for example, by using fonts, copy and paste functions, and text alignment.