UI Framework Task Based User Interface. SAP Enhancement Package 1 for SAP CRM 7.0

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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 each

step

„ 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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