CRM 7.0 Web UI issue

[Former Member]

Hi All,

After upgrading from CRM 6.0 to CRM 7.0, the fields which are added throguh EEWB are not available in the show available fields. These fields are available in a separate header "Show Enhancements" in the view configuration.

If someone encountered this kind of scenario, please help me in, how to get these fields into the view configuration "show available fields" so that we can use these fields.

Regards,

Raghu

[Former Member]

Hi Raghu,

I think this document useful for you. its alreadly posted some one last time. may be you cnt find in that. now i am sending this document pls go thorugh it.

EEWB

In CRM 2007 there are various ways to enhance the standard views. Here we will discuss a few of them. To add a field in the view first we need to check whether that field exists in the standard or not. Letu2019s take the case of the opportunity screen. There can be different type of requirement where you have to include more fields in the opportunity view. I will discuss a few of them with examples.

Scenario 1: The field is available in the structure but is not shown in the standard view.

Here letu2019s take the case of opportunity. In the opportunity view shown below we want to add the field Created By

The field Created By is available in the opportunity structure but is not shown in the standard view.

Steps to add the field in the opportunity view.

Step 1

Open an existing opportunity and place the mouse cursor inside a field and press F2 on the key board for its Technical Data.

Step 2

Note down the Component and View details

Step 3

Start transaction BSP_WD_CMPWB.

Step 4

Enter the component name and Choose Display.

Step 5

Select the view (e.g. BT111H_OPPT/Details) under Browser Component Structure --> Component --> Views

Step 6

Navigate to the tab Configuration

Step 7

Copy the standard configuration using your own role configuration key.

Step 8

Click on Show available fields to view the list of attributes available.

Step 9

See the list of available fields

Step 10

Select the field you want to add and click on Add field

Step 11

To get field properties, hold down ALT and click the field or click on the button show field properties.

The field properties are shown below.

Step 11

Here you can change the field label, property and position. Save your configuration.

Result : Now the field is available in the desired view.

We will be discussing the following scenarios in the next part.

Scenario 2: The field is a custom field created for the customer. Here I have taken the example of creating custom field using EEWB

Scenario 3: You want to show a standard field related to the opportunity but not part of the opportunity structure.

CRM 2007 u2013 Enhancing views

In my previous blog I have discussed about how to add a field to the view. The field being available in the structure its easier to add the field using UI Configuration.

Now in this part we will discuss how we can create a custom field for the customer and make the same visible in Web UI.

Here in this example, I have added a field directly to the ADMIN_H header segment. Since I have to use the ADMIN_H for a customer I have taken the example.

Technically most customers will add their fields via the CUSTOMER_H segment especially those upgrading from an older release.

Scenario 2: The field is a custom field created for the customer.

Here I have taken the example of creating the field Resource Estimate Using EEWB.

Part 1: Creating Custom field using EEWB

Step 1

Enter the T-code EEWB(SPRO Path : SAP Implementation Guide --> Customer Relationship Management --> CRM Cross-Application Components --> Easy Enhancement Workbench)

Step 2

Create project

Step 3

Once the project is created select the button as shown below and create an extension

Step 4

Enter name and description for the extension and select the Bus Object (e.g. Opportunity) and Extension type (Opportunity Header)

Now the Wizard will guide you through the next steps

Step 5

Enter Extension Title

Step 6

Select the Transaction type

"

Step 7

Enter Field Label, Data type and Field Length

Step 8

Assign the field to the opportunity header

Step 9

Specify the relevance of the field in Mobile/BI/Search

Step 10

See the overview and Select Complete.

Step 11

Enter the transaction code CRMD_ORDER and Select Create u201COpportunityu201D You can see that a new tab Customer Fields appears in the opportunity screen.

Navigate to the tab u201Ccustomer Fieldsu201D The field u201CExpected Durationu201D Can be seen.

Part 2 : Display the field in the WEB UI

Step 1

Start transaction BSP_WD_CMPWB.

Follow the steps mentioned in the Scenario 1 to view the available fields (refer Step 1 to step 9 of CRM 2007 - Enhancing views - Part I)

Your custom field will be available in the Context Node BTADMINH.

Step 2

Expand the node BTADMINH to view the list of available fields.

Now as we can see the custom field added using EEWB is available for use by the UI Configuration tool. Select the field "Expected Duration" and add it to the opportunity view.

In the next part we will discuss the scenario where you want to show a standard field related to the opportunity in the opportunity view. These fields are attributes of the partners related to the opportunity and hence not part of the standard opportunity structure. e.g. Industry system of Prospect, ID Number/type of Prospect/Employee responsible etc

Cheers,

Jags