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Tree view of document flow

Former Member
0 Kudos

Hi Experts,

in former CRM releases, the document flow could be displayed in a tree view (similar to document flow in ecc).

As far as I know, in CRM 7.0 the assignment block document flow only contains the predeccessor and successor, but it is not possible to display maybe the initial contact which led to actual billing document.

Does anybody knows if this feature could be activated through customizing?

Kind regards

Hannes

Accepted Solutions (1)

Accepted Solutions (1)

former_member193352
Active Contributor
0 Kudos

Hi Hannes,

You can change the layout behavior of output list of DocFlow in the BSP coding.

<chtmlb:configTable id = "Table"

Just change this line to :

<chtmlb:configTable id = "ItemTree"

This will make your output list look like in Tree View Mode rather than Table View mode.

You can also go to the particular document hyperlink and look at the parties involved Assignment Block which can give you the information about the creator of original document.

I hope this helps.

Thanks

Vishal

Former Member
0 Kudos

Dear Visahl,

thanks a lot for your input. But i am not looking for the technical setting in the coding.

I am more looking for that feature to show the origin of a business document. Imagine you have a sales order and you want to know how this order was acquired. In former releases of crm you could see e.g. the initial contact which led to an opportunity, than to a quotation and finally to that sales order. These documents are linked in the assignment block transaction history. In CRM 7.0 you only see the predecessor and successor. In former releases all linked documents were shown in a hierarchical view, in a tree structure.

It seems that this features does not exist anymore in CRM 7.0. Or maybe it has to be switched on in customizing or via service.

Do you have any hints on that?

Kind regards and again thanks a lot for your help!

Hannes

robert_kunstelj
Active Contributor
0 Kudos

I'm pretty sure that this tree view functionality is not supported in web ui. We also used tree vieu on PCUI, but when we upgraded on CRM2007, I couldn't find it.So I wrote to OSS, but they reported that it is not available on CRM2007 and will maybe be implemented on later versions. But I think that they didn't provide it also in CRM7. UNFORTUNATELY.

Maybe you can open new OSS and see, what they will say.

I whish you good luck with this, because we also miss this functionality.

Regards.

Former Member
0 Kudos

Hi,

thanks a lot for your valuable information!

I will open an OSS for that, and I will keep you informed about the answer.

Kind regards

Hannes

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi Hannes,

Can you share what wasthe SAP reply on the OSS note which you raised on the Tree view of document flow?

Thanks,

Albert

Former Member
0 Kudos

Hi all,.

the reply of SAP: the requested functionality is not provided in current releases of CRM.

They eventually will take it into account for future releases.

Kind regards

Hannes