configure_search_webui.pdf

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SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

2010 SAP AG 1

Restricting Search Operators inany Search View

Applies toSAP CRM 2007 and SAP CRM 7.0. For more information, visit theCustomer Relationship Managementhomepage.

Summary

The purpose of this article is to make aware of the Configuration steps required to achieve the functionality ofrestricting the search criteria for any Search View.

Author: Siddhartha SenguptaCompany: Mahindra Satyam Computer Services Ltd

Created on:1st

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.
https://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crm


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Restricting Search Operators in any Search View


2010 SAP AG 2

Table of Contents

Overview ............................................................................................................................................................. 3Pre-Requisites .................................................................................................................................................... 3Scope. ............................................................................................................................................................. 3Usage.. ........................................................................................................................................................ 3Understanding the Requirement ......................................................................................................................... 3Solution ............................................................................................................................................................... 4Related Content .................................................................................................................................................. 6Disclaimer and Liability Notice ............................................................................................................................ 7


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2010 SAP AG 3

OverviewWe often face problems in adjusting the Operators of the search Criteria. The aim of this article is to guide allthe consultants to meet the requirement with simple configuration steps. There are predefined searchoperators like is, between, starts with etc. Now if we have a specific requirement to restrict it to one oronly two operators then we need to follow the below mentioned steps to achieve this instead of going forABAP development.

Pre-RequisitesThe 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.

ScopeThe scope of this document describes the activities to be undertaken in order to restrict searchoperators in any search view for any attribute, when using SAP CRM Web UI. For readers betterunderstanding 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.

UsageThis document is meant to guide the reader to meet the requirement of restricting search operators in anysearch view for any attribute.

Understanding the RequirementFirst we need to understand if this document is helpful in meeting the readers requirement, hence pleasego through this section and see if the output matches to the desirables.

When we log in to the Web UI with a specific Role (e.g. SALESPRO) and we want to search territoriesthen we get the below screen:

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.


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2010 SAP AG 4

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 exampleif 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 besearchable with IS only, then follow the next step.


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2010 SAP AG 5

Select the Entry made for TM (Component name) and then Double click on the left hand side folderExceptions per Attribute and make the entry as below

After making the above mentioned changes you should be able to see the following screen in thesearch view for attribute Territory ID


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2010 SAP AG 6

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.
http://forums.sdn.sap.com/thread.jspa?threadID=1841058&tstart=0http://forums.sdn.sap.com/thread.jspa?threadID=1841058&tstart=0http://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/302d8152-002b-2b10-34bd-9ff3c712dd4bhttp://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/302d8152-002b-2b10-34bd-9ff3c712dd4bhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttps://www.sdn.sap.com/irj/sdn/bpx-crmhttp://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/302d8152-002b-2b10-34bd-9ff3c712dd4bhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://forums.sdn.sap.com/thread.jspa?threadID=1841058&tstart=0


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2010 SAP AG 7

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is notsupported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article orcode sample, including any liability resulting from incompatibility between the content within this document and the materials andservices offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this

document.

Documents

configure_search_webui.pdf