Task Based UI

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UI FrameworkTask Based User Interface

SAP Enhancement Package 1 for SAP CRM 7.0

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Agenda

1. Overview2. Task Based User Interface3. Further Information

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Task Based User Interface – CRM7.0 EhP1Objectives of the Presentation

Why do Task Based User Interfaces matter for CRM customers?

Guidance for Users, Employees, Customers on accomplishing Tasks

Improved Data Quality of created Business Objects

Better support and higher reliability in Front-Office scenarios

Superior structuring and understandingof Business Processes for Users, Employees, Customers

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Agenda


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Task Based User Interface – CRM7.0 EhP1Key Features

Visualization of step sequence of taskVisualization of substepsand animated scrolling for structuring complex tasks *Explanatory texts for each stepNavigation through task via Roadmap or default buttons Previous, Next and Finish

User Interface

Step sequence, step titles and step helps are configurableViews can be reused *Tasks can be reused via embedding *Fully integrated with general concepts ofCRM Navigation Bar and Business Roles

Configuration

Task Based User Interfaces can be built in the CRM Component Workbench, the IDE for CRM WebClient

All CRM UI Framework concepts are fully supported in combination with Task Based User Interfaces

Existing Views of CRM WebClient can be reused with suitable adaptation of underlying data flow

Tools

* New in EHP1

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Task Based User Interface – CRM7.0 EhP1 Key Benefits

Create Task Based User Interfaces in CRM Component Workbench

Evolve and Adapt Task Based UIs quickly and easily via Configuration

Provide Step by Step Guidance to Users, Employees, Customers

Improve Data Quality

Lower Training Costs

Visualize, Understand and Improve your Business Processes with Task Based UIs

Flexibility

Simplicity

Innovation

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Task Based User Interface – CRM7.0 EhP1Guided Activity

Please check RKT-Material: A very detailed SAP-Tutor is available for Task BasedUIs in CRM7.0 which describes step by step how to define the examplary guidedprocedure shown in this slide.

With CRM 7.0 EhP1 the standard UI Component ICCMP_TBUI containing a Task Based UI for a service process is delivered.

Furthermore the standard Business Role IC_AGENT_TUI integrating the Task Based UI of ICCMP_TBUI under Workcenter link “Product Support“ is delivered with CRM 7.0 EhP1.

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Task Based User Interface – CRM7.0 EhP1UI Configuration

The UI configuration displays the views that have been assigned to the viewset thatcorresponds to the chosen guided maintenance Page in the runtime repository

as available views.

In the UI configuration, define sequences of steps based in these available views, definestep titles and step descriptions.

The usual UI configuration keys are supported , e.g. role-config-key, objecttype, objectsubtype.

For integrating a guided maintenance page into the navigationbar and various businessroles, just follow the usual procedure described in the documentation of the navigationbarcustomizing and business role customizing.

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Task Based User Interface – CRM7.0 EhP1Reusable Task Pages and Step Views

New in EHP1

As a new feature in CRM 7.0 EhP1 it is possible to integrate views and entire task pagesinto the step sequence of a task page, even if they are not part of the same UI Componentand are not included into this UI Component via the "Component Usage"-feature.

They though have to be assigned to repositories for reusability that can be found in thecustomizing activities “Customer Relationship Management à UI Framework -> UI Framework Definition -> Task Page -> Define Reusable Step Views“ and “…-> DefineReusable Task Pages“

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Task Based User Interface – CRM7.0 EhP1Technical Requirements for Reusable Step Views

New in EHP1

Interface to be implemented by the view

controller class of a reusable

step view

Interface attribute that

implements the "Shared Data

Context"

Methods for adding and

accessing BOL Objects from the "Shared

Data Context"

Identifier for BOL Objects that should be added to

the "Shared Data Context" need to be maintained in

this DDIC view

For adding additional views, e.g. self-developed views, to the customizing repository“Customer Relationship Management -> UI Framework -> UI Framework Definition -> TaskPage à Define Reusable Step Views“ it is required that their view implementation classimplements the interface IF_BSP_DLC_TBUI.

Via the attribute DATA_CONTEXT of this interface a new concept called "Shared DataContainer" container is implemented.

The attribute DATA_CONTEXT provides the methods SET_SHARED_DATA( )and GET_SHARED_DATA( ) for adding and accessing BOL objects. Their identifiers need to bemaintained in DDIC-View WCFV_DC_PARAM.

If a customer view has to be implemented that should serve as a reusable step view, thestandard view UIF_TBUI_SAMPLE/SelectFlight may be used as a template.

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Task Based User Interface – CRM7.0 EhP1Substeps for Embedded Tasks

New in EHP1

Task Page collapsed before navigating in

Task Page expanded after navigating in

Task Page collapsed after navigating out

After launching the task page, the upper part of the screen contains controls to navigatethrough the step sequence of the task page.

While this is largely unchanged compared to CRM 7.0, there is a new control (step 3 in thisexample) representing an embeddded task page.

The (sub-) step sequence for an embedded task page remains invisible until thecorresponding control is activated (see initial view on this slide).

When navigating into an embedded task page the sub-step seqence becomes visible and the first sub-step will be active (see second view on this slide).

When navigating out of an embedded task page e.g. by pressing the Next-button on thelast sub-step, the sub-step sequence becomes invisible again and the next step in the mainstep sequence will be activated (see transition between the last two views on this slide).

In the UI configuration, define sequences of steps based in these available views, definestep titles and step descriptions.

The usual UI configuration keys are supported , e.g. role-config-key, objecttype, objectsubtype.

For integrating a guided maintenance page into the navigationbar and various businessroles, just follow the usual procedure described in the documentation of the navigationbarcustomizing and business role customizing.

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Agenda


The RKT Documentation Material for CRM 7.0 EhP1 contains an interactive demo about the following topics:

Configure task pages for task based user interfaces

See how to embed reusable task pages and step views into task pages

Learn about the technical requirements for reusable step views

See the runtime behaviour of embedded task pages

The RKT Documentation Material for CRM 7.0 (the CRM Version that introduced task based UIs ) contains a very detailed SAP Tutor on

How to create a task pageHow to assign views in the Runtime RepositoryHow to do the UI ConfigurationPossible technical adjustments

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Further InformationSAP CRM

SAP CRM - Roll-Out Maphttps://portal.wdf.sap.corp/go/crm-rollout-map

SAP CRM - Ramp-Up Knowledge Transfer (RKT)http://service.sap.com/rkt-crm

SAP CRM – Demo Portalhttp://crmportal.wdf.sap.corp:1080

SAP CRM – WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home

SAP CRM - Help Portalhttp://help.sap.com/crm

SAP Public Webhttp://www.sap.com/crm

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