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Task Based User Interface
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Agenda
1. Overview
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Objectives of the Presentation
Why do Task Based User Interfaces matter for CRM customers?
Guidance for Users, Employees, Customers on accomplishing Tasks Improved Data Quality of created
Business Objects
Better support and higher reliability in Front-Office scenarios
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Agenda
1. Overview
2. Task Based User Interface
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Key Features
Visualization of step sequence of task Visualization of substeps and animated scrolling for structuring complex tasks * Explanatory texts for eachstep
Navigation through task via Roadmap or default buttons Previous, Next and Finish
User Interface
Step sequence, step titles and step helps are configurable
Views can be reused * Tasks can be reused via
embedding *
Fully integrated with general concepts of CRM Navigation Bar and Business Roles
Configuration
Task Based User Interfaces can be built in the CRM Component Workbench, the IDE for CRM WebClient All CRM UI Framework
concepts are fully supported in combination with Task Based User Interfaces Existing Views of CRM
WebClient can be reused with suitable adaptation of underlying data flow
Tools
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Task Based User Interface – CRM7.0 EhP1
Key Benefits
Create Task Based User Interfaces in CRM Component Workbench
Evolve and Adapt Task Based UIs quickly and easily via Configuration
Provide Step by Step Guidance to Users, Employees, Customers
Improve Data Quality Lower Training Costs
Visualize, Understand and Improve your Business Processes with Task Based UIs
Flexibility
Simplicity
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Guided Activity
Please check RKT-Material: A very detailed SAP-Tutor is available for Task Based UIs in CRM7.0 which describes step by step how to define the examplary guided procedure shown in this slide.
With CRM 7.0 EhP1 the standard UI Component ICCMP_TBUI containing a Task Based UI for a service process is delivered.
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Task Based User Interface – CRM7.0 EhP1
UI Configuration
The UI configuration displays the views that have been assigned to the viewset that corresponds to the chosen guided maintenance Page in the runtime repository as available views.
In the UI configuration, define sequences of steps based in these available views, define step titles and step descriptions.
The usual UI configuration keys are supported , e.g. role-config-key, objecttype, objectsubtype.
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Reusable Task Pages and Step Views
New in EHP1
As a new feature in CRM 7.0 EhP1 it is possible to integrate views and entire task pages into the step sequence of a task page, even if they are not part of the same UI Component and are not included into this UI Component via the "Component Usage"-feature.
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Task Based User Interface – CRM7.0 EhP1
Technical Requirements for Reusable Step
Views
New in EHP1 Interface to be implemented by the view controller class of a reusable step view Interface attribute that implements the "Shared Data Context" Methods for adding and accessing BOL Objects from the "Shared Data Context"Identifier for BOL Objects that should be added to the "Shared Data Context"
need to be maintained in this DDIC view
For adding additional views, e.g. self-developed views, to the customizing repository
“Customer Relationship Management -> UI Framework -> UI Framework Definition -> Task Page à Define Reusable Step Views“ it is required that their view implementation class implements the interface IF_BSP_DLC_TBUI.
Via the attribute DATA_CONTEXT of this interface a new concept called "Shared Data Container" container is implemented.
The attribute DATA_CONTEXT provides the methods SET_SHARED_DATA( )and
GET_SHARED_DATA( ) for adding and accessing BOL objects. Their identifiers need to be maintained in DDIC-View WCFV_DC_PARAM.
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Substeps for Embedded Tasks
New in EHP1
Task Page collapsed before navigating in
Task Page expanded after navigating in
Task Page collapsed after navigating out
After launching the task page, the upper part of the screen contains controls to navigate through the step sequence of the task page.
While this is largely unchanged compared to CRM 7.0, there is a new control (step 3 in this example) representing an embeddded task page.
The (sub-) step sequence for an embedded task page remains invisible until the corresponding control is activated (see initial view on this slide).
When navigating into an embedded task page the sub-step seqence becomes visible and the first sub-step will be active (see second view on this slide).
When navigating out of an embedded task page e.g. by pressing the Next-button on the last sub-step, the sub-step sequence becomes invisible again and the next step in the main step sequence will be activated (see transition between the last two views on this slide). In the UI configuration, define sequences of steps based in these available views, define step titles and step descriptions.
The usual UI configuration keys are supported , e.g. role-config-key, objecttype, objectsubtype.
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Agenda
1. Overview
2. Task Based User Interface
3. Further Information
The RKT Documentation Material for CRM 7.0 EhP1 contains an interactive demo about the following topics:
Configure task pages for task based user interfaces
See how to embed reusable task pages and step views into task pages Learn about the technical requirements for reusable step views
See the runtime behaviour of embedded task pages
The RKT Documentation Material for CRM 7.0 (the CRM Version that introduced task based UIs ) contains a very detailed SAP Tutor on
How to create a task page
How to assign views in the Runtime Repository
How to do the UI Configuration
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SAP CRM
SAP CRM - Roll-Out Map
https://portal.wdf.sap.corp/go/crm-rollout-map
SAP CRM - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-crm
SAP CRM – Demo Portal
http://crmportal.wdf.sap.corp:1080
SAP CRM – WiKi
https://wiki.wdf.sap.corp/display/SAPCRMHub/Ho me
SAP CRM - Help Portal http://help.sap.com/crm
SAP Public Web
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Copyright 2009 SAP AG
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