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Function documentationConfiguring the Fact Sheet

 

You can adjust the fact sheet to the special requirements of your company.

Prerequisites

  • You can define the page layout of the fact sheet in Customizing under Start of the navigation path Customer Relationship Management Next navigation step UI Framework Next navigation step UI Framework Definition Next navigation step Fact Sheet Next navigation step Maintain Fact Sheet End of the navigation path. These settings are only valid for the page layout with tiles.

  • You can maintain the RFC destination for the ERP system in Customizing under Start of the navigation path Customer Relationship Management Next navigation step CRM Middleware and Related Components Next navigation step Communication Setup Next navigation step Middleware Parameters Next navigation step Define Middleware Parameters End of the navigation path. You need to maintain parameter CRMCFSOLTP.

  • You can change the title of the fact sheet and define placeholders by using the Business Add-In (BAdI) BSP_DLC_FS_BADI that belongs to the enhancement spot BSP_DLC_FS.

Features

  • You can choose between different page layouts.

    You have the choice between a single column page layout and a page layout that consists of multiple tiles.

  • You can choose the available views and assign them to the fact sheet.

    You can use the same view multiple times. For example, you can assign a view to a report from SAP NetWeaver Business Intelligence (BI) as well and then rename it.

    Example Example

    You have created an account fact sheet that you want to use in a certain role. This account fact sheet includes the view Opportunities which is also displayed in the account fact sheet used in another role.

    End of the example.

  • You can choose between various load options for the fact sheet views.

Activities

Starting the Application Component

Enter transaction BSP_WD_CMPWB and the application component BSP_DLC_FS. In the Browser Component Structure under Views, select the view BSP_DLC_FS/factsheet and click Configuration.

You can start the fact sheet configuration also in CRM WebClient UI via hyperlink in the navigation bar. To make the fact sheet configuration accessible in your system administrator role in the CRM WebClient UI, you have made the necessary settings in Customizing for Customer Relationship Management, by choosing Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Navigation Bar Profile End of the navigation path.

Using the Role Configuration Key

Choose an existing role configuration key or use the default one. If you want to create a new configuration, you can choose between a single column layout and a layout that consists of tiles.

Choosing and Assigning Fact Sheet Views

  • Single column layout

    Use the UP ARROW and DOWN ARROW keys to move views between the Available Fact Sheet Views and Assigned Fact Sheet Views areas.

    Assign a load option to each view in the Assigned Fact Sheet Views area.

  • Page layout with tiles

    Select a tile and use the arrow key to move the views that you want to display in the fact sheet from the Available Fact Sheet Views area to the Assigned Fact Sheet Views area.

Changing the Fact Sheet Title

If you want to change the title of the fact sheet, click Properties. You can use the default title or enter your own title in the Config Title field.

You can make further changes to the title and other fact sheet attributes by using a Business Add In (BAdI). Make these changes in the BAdI Builder transaction (SE18) and the enhancement spot BSP_DLC_FS. There is the default and example implementation BSP_DLC_FS_IMPL and the enhancement implementation BP_FACTSHEET for the Account fact sheet.

Displaying Technical Settings

Click Show Technical Details if you want to see the technical properties of the available and assigned fact sheet views.

Example

You can configure the Account fact sheet yourself. To do so, enter transaction BSP_WD_CMPWB and open the component BP_FACTSHEET.