You can save mass change procedures if you wish to access them at a later time. Saved procedures are called mass change templates
.
After you define or modify a mass change template, select Save as Template
.
The Save as Template
dialog box appears. Specify the required details and choose the Save
button to continue:
Template type
field
Specify the template type to which you wish to group this template.
A template type allows you to group mass change templates together for better management and organization. It also limits the use of a mass change template to users with specific authorizations, thereby preventing unauthorized use.
Template types are defined by way of the Define Mass Change Template Types
Customizing activity (from SAP Customizing for Customer Relationship Management, select ).
Template ID
field
Specify an ID for the mass change template.
Description
and Note
fields
Specify a description for the mass change template as well as any notes you wish to add.
Template Status
field
Specify the status of the mass change template (Draft, Obsolete, Released
).
Template status is related to authorization. For more information, refer to the corresponding authorization documentation for the CRM_MASS authorization object.
Furthermore template status is related to its visibility to users. For example, templates with the status Obsolete
will not be displayed on the mass change template value help.