Creating Selection Headers

Selection headers are used to generate target groups. They contain details such as the name, type, and employee responsible for the selection header.

For more information about selections and target groups, see Selection.

You can create:

An independent selection header
A selection header for an activity journal template

Procedure

Perform the following steps in Mobile System Maintenance (MSY).

Creating Independent Selection Headers

Choose Selections and Target Groups Selections .
The Selections and Target Groups/Selections tile set appears.
Select the List tile
Go to "Common Steps".

Creating Selection Headers for Activity Journal Templates

Choose Activity Journal Definition Search .
Find and select the activity journal template for which you want to create a selection header.
Choose Selections.
The Activity Journal Definition/Selections tile set appears.
Select the Selection Details tile.
Go to "Common Steps".

Common Steps

Choose New.
Select the selection header type.
- Standard selection header
  Contains a fixed set of criteria from which you can generate a target group.
- Advanced selection header
  Contains detailed criteria that allow you to perform advanced searches for business partners or contacts.
  
  Note
  Advanced Selection Contact Persons is not used in the Activity Journal Definition component.
  
  End of the note.
Enter a name for the selection header and save the changes.

The name that you enter appears as a hyperlink.
Choose the name hyperlink.
Depending on the selection header type that you chose, either the Selections and Target Groups/Standard Selection or Selections and Target Groups/Advanced Selection tile set appears.
Enter the required information and save the changes.

Result

You have created a selection header.

Note Note

If you have created a selection header for an activity journal template, then you can set the status of the template on the Template Details tile to Released.

End of the note.

You can now perform any of the following functions:

Copy the selection header to another selection header of a similar type. The copy appears in the list tile with the original selection name prefixed with "Copy of". You can change the name of the copied selection header.
Depending on the type of selection header, you can generate target groups.
For more information, see Target Group Generation: Standard Selection Header and Target Group Generation: Advanced Selection Header.