Attachments of User; logged in; on HOME page?!

[Former Member]

Hello Experts,

I'm Eva and new to CRM WebUi.

I wonder if someone can help me with this question.

Our Users create Attachments in the WebUi. Attachments are visible if they go to there own Account. (BP connected to UserID)

Is it possible to bring Attachments Assignment Block from UserBP to the HOME site?

If not: A possible alternative:

- do you know what to do to create a Link in the Navigation Bar -> Pointing to Users Business Partner?

(Like a Workcenter Link)

Thank you very much!!!

EVA

Edited by: Eva_My on Nov 29, 2009 6:25 PM

Edited by: Eva_My on Nov 29, 2009 6:27 PM

[former_member202474]

Hi Eva,

To bring the attachmnets section to the home page involves lot of custom developments which is bit complex, you need to create a z component all together, I feel the section option is better. It just involves configurations.

You can check the configurations done for any business role , the workcenters, logical links, etc. Configurations must be done in SPRO->CRM-> UI Frameowork->Define Navbar Profile.

In SALESPRO buz role you have an Accounts workcenter, have a look at it , you will get an idea how to proceed further.

Hope this helps.

Regards,

Ruby.

[Former Member]

Thank you for your answer!

I have another question:

How does the "HOME" Page know which user is currently viewing the site?

Is this already done in the Navigation Link or in a Method of the HOME site?

Thank you

Eva

[former_member202474]

Hello Eva,

The new link which you would be adding will be linked to a nav bar profile which inturn is linked to a business role. So all the users who are assigned that business role would be able to see this additional link. I hope I am clear.

Regards,

Ruby.

[Former Member]

Hi Ruby,

Thanks again for quick answer.

Maybe I was not clear writing the last question. (It's hard to describe)

I know how to assign a Link to Navbar.

My question is...

How does the called Page know which data of which user it has to display? (Pageg should display Data of the User who is currently opening the Link)

But where do I tell the program... Please open the BP of Employee <-> Sy-User???

1. Do I have to say already in Navbar "Open My BP 123456" (Open Account view for BP 123456)?

OR

2. In Navbar "Open My BP" (_no ID_) And the Website called will then look for the Sy-User = BP ID and then show the data?

Thank you again...

Best regards

Eva

[former_member202474]

Hi Eva,

If you want to display the accounts of the logged in user alone , then probably you need to do some coding. In accounts search user can search for any account created bu any user, but in case you want show only user specific accounts , then do the coding in eh_onsearch method os accounts view.

Add an additional selection parameter with field employee first and last name. Through configuration i dont think you can handle this.

And in case you want to show the list of bps' by default , without clicking on search button , then do the coding in do_init_context method.

Hope this helps.

Regards,

Ruby.