How to maintain search criteria in CRM

[Former Member]

Question 1 - For example, if you want to add a new search criteria for Accounts, how do you handle this?

Question 2 - If you want to change the alternatives you have in the drop down menu for a search criteria, how do you handle this?

Thank you in advance!

[ashik_k2 · Accepted solution]

Hello Hannes,

Find out the view name by pressing the F2 button on any field in the search view.

open the corresponding view in the component workbench.

Go the config. tab of the view here you can select the search criteria.

Thanks and Regards,

Ashik

[Former Member · Accepted solution]

Hi AShik,

Thanks for your quick reply!

I'm a rookie so could you please explain a little more detailed? Where do I find "open the corresponding view in the component workbench"? I guess you aren't talking about below view?

[ashik_k2 · Accepted solution]

Hello Hannes,

Here also you can do change the search criteria.

If you open the view in component workbench transaction "bsp_wd_cmpwb" , it will also take you to the

same thing as you are seeing now.

Regards,

Ashik

[Former Member · Accepted solution]

Hi Ashik,

I want to make below field available in the search criteria drop down menu for accounts.

You mentioned that I will maintain this in "Find out the view name by pressing the F2 button on any field in the search view. open the corresponding view in the component workbench.

Go to config. tab of the view here you can select the search critera"

I have checked the field name and where to find it by pressing the button F2:

But I'm stuck in below window becuase I can't find the field I want to add to the search criteria and I don't know how to add the field in the search criteria drop down menu for accounts. Can you or someone help me?

Best regards,

Hannes de Richelieu

[Former Member · Accepted solution]

HI Hannes,

PLease follow the below steps:

1. In Account screen click on show configrable areas and click on the general detail section where you want to add the field.

2. then click on "Show availbale fields" button:

3. Search for "block", the field which you require will appear in the list.

4. Select the filed and click on"+"

5. Save and close.

Thanks,

APoorv Dhawan

[Former Member · Accepted solution]

Hi Apoorv,

Will this really make my field available in below search criteria?

Thank you in advance!

[Former Member · Accepted solution]

HI Hannes,

FOr this field to be available in search criteria.

1. CLick on the configuration button in account seacrh screen.

2. select the field from available section and move it to selected search criteria section.

3. save and close.

4. Now the field will be available in the search list dropdown.

Thanks,

APoorv

[Former Member · Accepted solution]

Thanks a lot Apoorv and also for your quick replays!

[Former Member · Accepted solution]

Just found the problem, my field "Tran. block reason" is not available under "Available Search Criteria". So my new question will be, how do I add "Tran. block reason" to the available search criteria? You seems to have it already.

[Former Member · Accepted solution]

Anything you can help me with Apoorv?

[Former Member · Accepted solution]

HI Hannes,

Is it also not available in the " selected search criteria" section. For me it was available in this section.

Thanks,

Apoorv Dhawan

[Former Member · Accepted solution]

Hi Apoorv,

Unfortunately not! Do you happen to know how to fix this?

Thank you in advance!

Hannes de Richelieu

[Former Member · Accepted solution]

HI Hannes,

Then the field will be added by the technical person to be available in that search view, it will not be config activity. For that I'll have to check.

Thanks,

Apoorv Dhawan

[Former Member · Accepted solution]

Hi again Apoorv,

So with technical person you mean programming?

Thank you in advance!

/Hannes de Richelieu

[Former Member · Accepted solution]

Yes.

[ashik_k2]

Hello ,

For the second question,

In case of account search, you can check the method CL_CRM_BP_HEAD_SEARCH_NODE=>get_dquery_valuehelps. 

Hope it helps,

Regards,

Ashik

[Former Member]

Is this requiring programming? As I'm a rookie, I'm afraid that "check the method" not saying me anything. Can you explain more detailed?

[ashik_k2]

Hello Hannes,

Yes, it requires programming to check from where actually the values are coming.

But if you know what exactly the you want change, to which criteria you want to provide help values then you can maintain those values from SPRO customizing.

Eg: for "Roles" you can maintain values in

          SPRO->SAP Custom. Impl. Guide->Cross-App.Componen...Business partner->Basic setting-> BP roles etc as shown below

[Former Member]

Hi Ashik,

Thank you very much for all your help!

Have a nice day!

[Former Member]

Hi again Ashik,

I will explain exactly what I want to do. If the change needs programming it's no need to explain more due to my lack of competence regarding programming.

In our ERP/ECC we have following alternatives (see picture below) when it comes to account groups but we are only using the ones I marked, the ones that starts with a "Z".

Is it possible to only replicate the ones with "Z" to CRM so we can avoid complexity for our sales reps. when they want to search for different account groups? See below picture from CRM about the drop down menu I'm talking about. If yes, please explain in detail how to maintain this and have in mind that I'm a rookie!

Thank you in advance!

Best regards

Hannes de Richelieu

[Former Member]

Hi Hannes,

To restrict the values in the dropdown, coding is required and can't be done by configuration.

Thanks,

Apoorv Dhawan

[Former Member]

Hi Hannes,

You requirement can be handled with AET [Application Enhancement Tool].

Follow below steps:

1. Click on personalization link.

2. Click on Personalization settings under heading "Settings'

3. In the pop up window check the  "enable configuration mode"

4. Click on the wheel button above that will take you to AET.

Rgds

Hari

[Former Member]

Hi Hari,

Yes I know but as Apoorv says, coding is required to be able to restrict the values in the drop down menu and my knowledge about coding is zero! Thanks anyway.

Regards

Hannes