Template Designer

The Template Designer is an application that enables you to put CRM data from a Web service into a document in either 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 Word 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:

Microsoft Vista SP2 with Microsoft Office 2007 SP2 (recommended by Microsoft)
Microsoft Vista SP2 with Microsoft Office 2007 SP1 or higher
Microsoft Vista SP1 + NS Hotfix 959439 from http:// support.microsoft.com/default.aspx?scid=kb;EN-US;959439 with Microsoft Office 2007 SP1 or higher

Adobe

ForAdobe Integration, you require:

Adobe Reader on all clients
Adobe Lifecycle 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 Lifecycle Designer, refer to the help documentation supplied with Adobe Lifecycle 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, service crm_oi in transaction SICF is activated
On the user's machine, ActiveX is enabled
For Local Intranet, the following browser settings (security settings) are activated:
- Active Scripting
- Run Active X 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 by choosing Customer Relationship Management 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 contains only 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
  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.

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, theTemplate Designer uses the Adobe Life Cycle Designer, which is structured as follows:

XML Structure Pane
The left-hand side of each Adobe Life Cycle 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 contains only 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 Life Cycle Designer Body Pages
The Adobe Life Cycle 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 Life Cycle 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 list 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