Copy and Paste in Tables

8/13/2019 Copy and Paste in Tables

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SAP CRM7.0 EhP1

UI Framework

Copy and Paste in Tables


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SAP 2009 / Page 2

Agenda

1. Overview

2. Key Features

3. Key Benefits

4. Example Use Cases


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SAP 2009 / Page 3

Why does the Paste in

Tables matter for CRM

customers?

Customers can now dynamically

paste data from a MS-Excel spread-

sheet into any editable table in the

Web Client UI.

Increases the productivity and

efficiency when maintaining mass

data.

Overview


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Overview

What is the Paste in Tables Feature?

The paste in tables

operation supports

various types of data

including alphanumeric

text, DDLB and

checkboxes. It also

supports overwriting of

existing editable data.

What it can do?

An operation that allows

users to dynamically

paste data from a MS-

Excel spreadsheet into a

editable table in the Web

Client UI

What is it?

Users can select a

section of maintained

data in an MS-Excel

spreadsheet that they

wish to copy and in using

keyboard shortcuts, can

paste in the Web Client

UI of a editable table in

the same way.

How its used?


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Agenda

1. Overview

2. Key Features

3. Key Benefits



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Key Features

Allows users to dynamically paste large amounts of maintained data back into a table in the Web

Client UI which saves a lot of time and increases productivity especially if the data maintenancetask is done on a very frequent basis.

The type of data that is supported for the paste operation is any type of text, checkboxes as wellas independent drop-down list boxes.

When performing the paste operation over non-editable fields in a Web Client UI table thisparticular data will not be pasted and will be discarded.

Color coding will identify when a paste operation was successful in the Web Client UI

Optimize the use of the Paste in Tables feature


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Agenda

1. Overview

2. Key Features

3. Key Benefits



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Key Benefits

Seamless and intuitive paste

functionality that already exists anddoes not need to be adopted

Reduces steps when maintaining

data and pasting back in Web Client

UI

Reduce the unused fields within the

Web Client UI configuration Tool to

allow for more comprehension and

relevance

Seamless Process

Efficient

Increase Productiv ity


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Agenda

1. Overview

2. Key Features

3. Key Benefits


4.1. Scenario 1: Paste of free text

4.2. Scenario 2: DDLB, text and non-editable fields

4.3. Scenario 3: Checkboxes and text


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Example Use Cases

Scenario 1: Paste of Free Text

Step 1: Copy original data in WebUI to be maintained

Within a particular Overview Page, user would like to export data from a table within the WebUI into an

MS-Excel spreadsheet. From there he/she will modify specific data (as seen here e.g. the Territory ID).

Once maintained he/she would like to dynamically paste it back into the Web UI.

Step1:

Scenario 1 will demonstrate how free text can be copied in a MS-Excel spreadsheet and

then once the maintenance is complete the user will paste it back into the table of theWebUI.


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Step 2: As data is exported into MS-Excel it is maintained for Territory ID

Step 3: Within the WebUI and in Edit mode, user pastes back specific data into the table

Example Use Cases

Scenario 1: Paste of free text

Step 2:

Mass data in MS-Excel can be maintained and once ready can be pasted back into the

WebUI. In this particular use case TERRITORY ID is changed for most records andtherefore we try to paste this back into the WebUI.

Step 3:

When pasting data back, it works as is MS-Excel, only the starting position/cell of the paste

area need to be clicked on and it will overwrite all. The starting position of the paste

operation can not be a DDLB or a checkbox.

The paste operation is a success and this is identified by the color blue when the paste

operation is executed into the WebUI for a couple of seconds. It is important to note that

read-only cells in the WebUI will be discarded and the original data will remain after thepaste operation.


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Step 1: Copy orig inal Data in WebUI to be maintained

Within the same Overview Page a user will like to modify various data such as NAME, FUNCTION,

TERRITORY ID and PHONE. Once maintained he/she would like to dynamically paste it back into the

Web UI.

Example Use Cases

Scenario 2: DDLB, text and non-editable fields

Step 1:

Here we see that a copied area (text, DDLB and non-editable fields) in a table in MS-Excel

is maintained, and then once the maintenance is complete the user will paste back into the

table of the WebUI. Pasted back DDLB entries needs to match an entry in the DDLB, if notthe original value will remain and will not be changed.


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Step 2: As data is exported into MS-Excel it is maintained for NAME, FUNCTION, TERRITORY ID

and PHONE for certain records.

Step 3: Within the WebUI and in Edit mode, user pastes back specific data into the table

Example Use Cases

Scenario 2: DDLB, text and non-editable fields

Step 2:

Change some data in the MS-Excel spreadsheet and paste it back to the WebUI. Change

one entry for FUNCTION to a non-existing value in the DDLB to demonstrate the validationof the data.

Step 3:

The paste operation is a success for some cells but not for others.

Notice how in this particular example, the paste operation does not paste any data for the

PHONE field as it is non-editable and therefore the data was discarded. Read-Only cells in

the WebUI will be discarded and the original data will remain after the paste operation.

Also since the data pasted for the FUNCTION field did not match any DDLB selections in

the record for Phil Thomas, it is identified that it was not pasted an therefore prompts the

users to change this record manually. Dependant drop down list boxes are also not

supported as this operation does not trigger a round trip in which the user will not get an

indication logically if the data that he pasted back makes sense. This is mainly due to the

fact that in most cases there would be a performance issue in receiving many messages toindicate if the paste was a success or not.

The blue color appears for a couple of seconds to indicate that the particular cells were

successfully pasted. If there was a failed paste in a particular cell it would be colored redand would remain that way until the user changed the data in the cell.


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Within this particular Overview Page that contains checkboxes, user could export data from a table within

the WebUI into an MS-Excel spreadsheet. From there he/she will modify data and would like to

dynamically paste back into the Web UI.

Step 1: Maintain data in MS-Excel spreadsheet

Step 2: Insert lines in table in WebUI in which data is to be pasted back

Example Use Cases

Scenario 3: Checkboxes and Text

Step 1:

In this scenario you will how checkboxes and free text maintained in MS-Excel can becopied into a table of the WebUI.

Data for checkboxes need to refer to either a 1 for checked or 0 for unchecked.

Step 2:

If you want to add more than one data record you need to add lines (using Insert button)

before pasting data from an MS-Excel spreadsheet.


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Step 3: Data from MS-Excel pasted back in to the particular table in WebUI

Example Use Cases

Scenario 3: Checkboxes and Text

Step 3:

The paste operation is a success. Notice how in this particular example, the paste

operation demonstrates that it supports checkboxes and text data as long as the user hasthe right to modify.

Read-Only (like Type and Description in the example above) cells in the WebUI will bediscarded and the original data will remain after the paste operation.

The blue color appears for a couple of seconds to indicate that the particular cells weresuccessfully pasted.


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Further information Paste in Tables

SAP CRM 7.0 EhP1

SAP Developer Network on Enterprise SOA:www.sdn.sap.com/irj/sdn/developerareas/esa

SAP Developer Network on Web Services

www.sdn.sap.com/irj/sdn/developerareas/esa/webservices

SAP Developer Network on Enterprise Services Community

www.sdn.sap.com/irj/sdn/developerareas/esa/esc

World Wide Web Consortium on Services

www.w3.org


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SAP 2009 / Page 17

Further information SAP CRM

SAP CRM - Roll-Out Map

https://portal.wdf.sap.corp/go/crm-rollout-map

SAP CRM - Ramp-Up Knowledge Transfer (RKT)

http://service.sap.com/rkt-crm

SAP CRM Demo Portal

http://crmportal.wdf.sap.corp:1080

SAP CRM WiKi

https://wiki.wdf.sap.corp/display/SAPCRMHub/Ho

me

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

SAP Public Web

http://www.sap.com/crm


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Copy and Paste in Tables