Professional Documents
Culture Documents
Applies to
SAP CRM 2007 and SAP CRM 7.0. For more information, visit the Customer Relationship Management homepage.
Summary
The purpose of this article is to make aware of the Configuration steps required to achieve the functionality of restricting the search criteria for any Search View.
Author:
Siddhartha Sengupta
st
Company: Mahindra Satyam Computer Services Ltd Created on:1 Dec, 2010
Author Bio
I am a Systems Analyst in Mahindra Satyam Computer Services Ltd working on CRM for the past 4 years, have worked on from CRM 4.0 , CRM 5.0, SAP CRM 2007 and currently working on SAP CRM 7.0.
Table of Contents
Overview ............................................................................................................................................................. 3 Pre-Requisites .................................................................................................................................................... 3 Scope. ............................................................................................................................................................. 3 Usage.. ........................................................................................................................................................ 3 Understanding the Requirement ......................................................................................................................... 3 Solution ............................................................................................................................................................... 4 Related Content .................................................................................................................................................. 6 Disclaimer and Liability Notice ............................................................................................................................ 7
Overview
We often face problems in adjusting the Operators of the search Criteria. The aim of this article is to guide all the consultants to meet the requirement with simple configuration steps. There are predefined search operators like is, between, starts with etc. Now if we have a specific requirement to restrict it to one or only two operators then we need to follow the below mentioned steps to achieve this instead of going for ABAP development.
Pre-Requisites
The pre-requisites of this requirement are as follows: 1. You are using SAP CRM version of CRM 2007 and Higher. 2. You have enabled SAP CRM Web UI for Business Users to do their daily jobs.
Scope
The scope of this document describes the activities to be undertaken in order to restrict search operators in any search view for any attribute, when using SAP CRM Web UI. For readers better understanding we will take the example of Territory Search to illustrate the functionality. The steps are as follows: Go to Transaction SM34 Open View cluster CRMV_DQ in Maintenance mode. Find the Dynamic Query object you use in the entry list. If not found, then insert a new entry there with component and dquery search object. Insert a new entry and adjust as per new requirement.
Usage
This document is meant to guide the reader to meet the requirement of restricting search operators in any search view for any attribute.
As we can see that the Territory ID has five operators for search IS, IS NOT, and so on. This Document will help you restrict these operators to one or two operators as desirable per requirement.
Solution
Go to Transaction Code SM34
Try to find out the search object (in this case it is TERRSEARCH for Component TM).
If not found then Insert an entry with the required component and dquery object.
The above entry only suggest as a whole search which all operators would be used e.g. for example if there are 10 attributes then for all those attributes this settings would be enough to control them. If we need to make it Attribute specific, e.g. in this case if I want to restrict the Territory ID to be searchable with IS only, then follow the next step.
Select the Entry made for TM (Component name) and then Double click on the left hand side folder Exceptions per Attribute and make the entry as below
After making the above mentioned changes you should be able to see the following screen in the search view for attribute Territory ID
Related Content
SAP Community Network Forums: Thread describing the same problem as above. Wikis for SAP CRM Web UI Related Topics: SAP CRM Web UI related Wikis. SAP CRM Web UI Guidelines: Guidelines for SAP CRM Web UI For more information, visit the Customer Relationship Management homepage.