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The Template Designer is an application that enables you to put CRM data from a Web service created with the Web Service Tool into a document either in Microsoft Word or Adobe PDF format, for example, for printing purposes. Adobe PDF documents are read-only.

You can use the Template Designer to design a template for an object such as an opportunity, which specifies the layout, logo formatting, and so on of your document, which is filled with CRM data at runtime.

Note Note

SAP does not provide any default templates.

End of the note.

Prerequisites

Microsoft Word

For Microsoft Word integration, you require one of the following:

  • Microsoft Office 2003 Professional

  • Microsoft Office 2003 Professional Enterprise

  • Microsoft Word Core

You use the Template Designer on the assumption that you are familiar with using Microsoft Office 2003. For more information about using Microsoft Word, refer to the help supplied by Microsoft.

For Microsoft Vista, the following requirements are mandatory for the client machine:

Adobe

For Adobe integration, you need:

  • Adobe Reader on all clients

  • Adobe LiveCycle Designer for Designers Machine (included with SAP GUI)

You use the Template Designer on the assumption that you are familiar with using Adobe Lifecycle Designer. For more information about using Adobe LiveCycle Designer, refer to the help documentation supplied with Adobe LiveCycle Designer.

SAP CRM

  • For Microsoft Word integration, SAP CRM 5.1 SP04 or above

  • For Adobe integration, SAP CRM 5.2

General

  • A Web service to supply data to the template

    The Web service needs to be set to Productive and be released in the specific logon client

  • In the CRM system, servcie crm_oi in transaction SICF is activated

  • For Local Intranet, the following browser settings (security settings) are activated:

    • Active Scripting

    • Run ActiveX Controls and plug-ins

    • Initialize and script ActiveX controls not marked as safe

If you want to create documents available in Content Management, define profiles for document templates in Customizing for Customer Relationship Management by choosing   Basic Functions   Content Management   Define Document Template Profile  

Features

Microsoft Word

For Microsoft Word templates, Template Designer is structured as follows:

  • XML Structure Pane

    On the right-hand side of each Microsoft Word page, the Template Designer incorporates an XML Structure pane that contains all CRM data available for the business object for which you are creating the template. The pane is divided into two parts:

    • The upper part displays text elements added to the template in an XML tree structure

    • The lower part contains a list of elements that you can click to add to the template.

      To begin with, this list only contains one element, which becomes the parent node of the XML tree structure. After you add this parent node to your template, the list expands to display more data elements that you can add to the template. Thes added elements appear as child nodes in the XML tree structure.

Note Note

Text elements displayed are in context, that is, you cannot enter line items in the template before you have added a header.

End of the note.

  • Word Page

    The Microsoft Word page is where you create, edit, and format your document template. You do this by adding text elements from the XML pane, then adding and formatting your own input between the XML tags that appear on the page.

Adobe PDF

For Adobe PDF templates, the Template Designer uses the Adobe LiveCycle Designer, which is structured as follows:

  • XML Structure Pane

    The left-hand side of each Adobe LiveCycle Designer page incorporates a Data View pane that contains, in an XML tree hierarchy, all CRM data available for the business object for which you are creating the template.

    You can click elements in the XML tree hierarchy to add them to the template. To begin with, this list only contains one element, which becomes the parent node of the XML tree structure. After you add this parent node to your template, the list expands to display more data elements that you can add to the template. These added elements appear as child nodes in the XML tree structure.

Note Note

Text elements displayed are in context, that is, you cannot enter line items in the template before you have entered a header.

End of the note.

  • Adobe LiveCycle Designer Body Pages

    The Adobe LiveCycle Designer Body Pages is where you create, edit, and format your document template. You do this by adding elements from the XML pane, then adding and formatting your own input in the fields appended to these elements.

    You use standard Adobe LiveCycle Designer features to format the text in your template.

    For a WYSIWYG view of your template, click the PDF Preview tab.

Common

You can incorporate tables in your template. Multiple-line objects, for example, lists, can only be inserted into a table. Unless you define a table for a list, only one of the first set of values appears in your document at runtime. You can nest tables inside a table. This is necessary for relationships of the type 1–n-n...n.

Example Example

1 business partner has 3 addresses and each address has 5 telephones, which is a 1–3–5 relationship.

End of the example.

Depending on your system landscape, you might want to use your templates in other systems. You can transport your templates manually in Customizing for Customer Relationship Management by choosing   Basic Functions   Content Management   Transport Document Template   .

More Information

Web Services Tool

Creating a Web Service