How to change default search setting 'My Opportunities' to 'All' in SAP-CRM?

[former_member741187]

Hi SAP-CRM experts,

I’m Joseph.

I email to you to get one help.

When we click ‘Opportunities’, ‘My Opportunities’ is set automatically.

We try to change the configuration to set ‘All’ automatically instead of ‘My Opportunities’ when we click ‘Opportunities’.

However, I couldn’t find how to do this by changing the configuration.

Would you please help me how to do it?

[Former Member]

Greetings joseph_an,

As of SAP enhancement package 1 for SAP CRM 7.0, you can define default search of search pages in the newly added personalization. The personalization icon is available in the view of the search page next to the "Hide Search Fields" link. In the personalization popup, you can select a saved search or the current search criteria as a default, and the search criteria will be available automatically next time you access the search page using the navigation bar. You can also set the default search on business role level.

Pre-requisites

To display the Personalization icon next to the "Hide Search Fields", you need to make the following customizing setting:

You enable default searches in Customizing for UI Framework under ->Technical Role Definition -> Define Parameters. You need to assign the parameter DEFAULT_SEARCH with profile value TRUE to your parameter profile.

To enable default searches for your business role, you need to assign your parameter profile via function profile PARAMETERS to your business role. You do this in Customizing for UI Framework under ->Business Roles -> Define Business Role. Depending on these Customizing settings, the personalization icon is shown or hidden for each business role.

In the Personalization popup, you can have the checkbox "Set as Default for Role" which enables you to set and delete the default search on business role level. To have the checkbox "Set as Default for Role", you need to enable the configuration mode. On the CRM WebUI, click on the Personalize link, then click "Personalize Settings" link, then check the checkbox "Enable configuration mode".

The following SAP notes might also be of some use:

https://launchpad.support.sap.com/#/notes/2045936

https://launchpad.support.sap.com/#/notes/2131398

Hope it helps to address your topic. Please accept the answer.

Cheers,

Luis

[former_member741187]

Hi Luis,

Thank you so much for the information.

I was able to solve my issue.

Thank you again. Have a peaceful day.

Joseph