PUBLIC

Document Version: CLOUD – 2022-12-08

SAP Cloud for Customer Extension Guide

© 2022 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN  

Content

1 SAP Cloud for Customer Extension Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Adaptation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1 Know your Navigation Shortcuts in Fiori UI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.2 Create and Organize Queries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.3 Manage the Master Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.4 Manage Page Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.5 Create and Assign Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.6 Use Property Rules for Smartphone Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.7 Change UI Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.8 Move Views and Sections Across Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.9 Change Sequence in Page Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.10 Configure Default View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.11 Emphasize Field Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.12 Configure Colors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
2.13 View Layout Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

3 Extension Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.1 Extension Field Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.2 Create Extension Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.3 Adding an Extension Field to an Extension Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
3.4 Add Extension Fields to OData Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
3.5 Add Public Solution Model (PSM) Fields to Standard OData Services. . . . . . . . . . . . . . . . . . . . . . . .29
3.6 Make UI Elements Available for Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
3.7 Work with Multivalue Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

4 Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
4.1 Work with Mashup Authoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Activate Preconfigured Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Create URL Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Create Data Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Create HTML Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Copy Existing Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Delete or Deactivate Mashups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Track Flexibility Change Log for Mashup Authoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
4.2 Create Mashup Web Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
4.3 Add Mashups on Screens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
4.4 Add Mashups as Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

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4.5 Web Service Message Monitoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
4.6 Configure External Search Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

5 Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

5.1 Scope and Configure the Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.2 Work with Card Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
KPI Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Report Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Tools Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Filter Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Custom Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
5.3 Personalize Your Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

6 Set Up Company Branding Images. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

7 Define Company Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

8 Create Custom Work Centres and Work Centre Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

9 Maintain Microsoft Excel Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

10 Add Company-Specific Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

11 Define Code List Restrictions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

12 Create Code List Custom Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

13 Organize Work Centers and Work Center Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120

14 Review Content Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

15 Translate and Adapt User Interface Texts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

16 Maintain User Interface Texts for Add-Ons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

17 Custom Business Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

18 Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
18.1 Configure Workflow Timing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
18.2 Configure Workflow Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139
18.3 Configure Messaging Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
18.4 Configure Field Updates using Workflow Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
18.5 Configure E-mail Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Configure Signature Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Set Account and Contact of Source Workflow Object in E-mail Notification. . . . . . . . . . . . . . . . .146
Code List Descriptions in E-mail Notification Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Track and Manage Bounced E-mails. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

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 Configure Employee E-mail Address as Default Sender Address. . . . . . . . . . . . . . . . . . . . . . . . 147
Configure Workflows to Send E-Mail Notifications to Active Delegates. . . . . . . . . . . . . . . . . . . . 147
Configure Tracking E-Mail Triggered from Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Configure to Send E-Mail and SMS to Main Recipient Only. . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Attach Business Object Summary as PDF in an Outgoing E-mail. . . . . . . . . . . . . . . . . . . . . . . . 149
18.6 Configure Social Media Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Send Notifications to Social Media Channels as WeChat. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
Survey Form for Facebook and Twitter User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Automatic Reply to Facebook or Twitter User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
18.7 Configure Workflow Follow-Up Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
18.8 Configure Workflow Actions on Business Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
18.9 Design Your Workflows Using Workflow Analysis and System Recommendations. . . . . . . . . . . . . . .152
18.10 Workflow Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Configure Workflow Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Add Recipients for Failed Workflow Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154
Receive Notifications outside of Your Inbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Configure Notifications for Failed Workflow Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Personalize Filter Queries for Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Clean Up Notifications List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Configure Notifications for Employee Delegates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
18.11 Manage Workflow Logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
18.12 Monitor Workflow Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Monitor Execution Outcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Re-Execute Failed Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157
View Workflow Rule Execution Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

19 Manage Transport Requests. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

19.1 Configure Transport Routes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
19.2 Configure Transport Requests. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
19.3 View Transport Logs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

20 Personalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
20.1 Personalize your SAP Fiori Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170

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1 SAP Cloud for Customer Extension Guide

Customize and extend your solution using personalization, adaptation, field extensions, and SAP Cloud
Applications Studio.

• Adaptation [page 6]
• Personalization [page 169]
• Extension Fields [page 24]
• SAP Cloud Applications Studio [https://help.sap.com/viewer/p/SAP_CLOUD_APPLICATIONS_STUDIO]

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2 Adaptation

As an administrator, you can customize and extend your solution using various tools.

Note that you must first switch on adaptation settings in individual systems. To do this, click your user profile,
and select Settings Adaptation Settings and set the Enable Adaptation toggle button to Yes. Refresh the
browser and you will see a new option under user profile to Start Adaptation.

This document describes all functions that you can accesse as an administrator using the Start Adaptation
menu that you can find under the user profile dropdown list. You can change the look and feel of the SAP
solution for all users, or selected business roles by changing layout settings, adding mashups and fields, as well
as defining extension fields for further usage. You can also determine the client type to be used by all users. The
adaptation changes replace any personalization changes that users have done.

 Note

If you don’t see the Start Adaptation option, it is likely that you have the PDI work center assigned to your
role. You must remove the PDI work center assignment to be able to use adaptation.

2.1 Know your Navigation Shortcuts in Fiori UI

You can make changes to your system using the navigation shortcuts on the right hand side of your Fiori UI
screen.

The following table describes what each icon stands for:

Navigation Shortcut Description

Red Edit Icon: Indicates the current selection of screen ele­

ment and any change would apply to the selected screen
element.

Blue Edit Icon: Indicates that the current selection is availa­

ble for editing. If you click the blue edit icon, it turns red and
any changes you make applies to that area.

Drill Down: Click the drill down icon to navigate further into
the other sections within the header.

Show: Indicates that the element is visible.

Hide: Indicates that the element is not visible.

Information: Click the button to read more about a certain

element.

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 Navigation Shortcut Description

Edit: Click to edit an element.

Delete: Click to delete an element.

Create

Table View

Refresh

Actions

Search

Sort

Show Donut Chart

Advanced Search

Right Click a field Right click a field to directly access the field level configura­
tion.

2.2 Create and Organize Queries

Learn the different ways you can work with queries on each screen.

2.2.1  Create New Queries

Learn how to create a new query.

1. Go to the screen where you want to create a new query. Select the filter icon. Enter the parameters for the
new query. Select Save Query As.
2. In the pop-up box, you can give the query a name, and opt to make it your default query.
3. Select Save. A new query is created, and it appears in your default selection drop down list.

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2.2.2  Organize Queries

Learn how to organize the queries you have created for easy access.

1. Go to the screen where you want to organize your queries. Select the filter icon . Click Organize
Queries.
2. In the dialogue box that pops up, you can see all the queries available for the screen. Perform the following
actions:
• To select a query as your default query, click the radio button next to the name of the query. The
selected query appears as the default query in your default selection drop down list.
• To remove a query from the list, select the checkbox next to the name of the query.

 Note

You can only remove the queries that you have created, and not the once which are pre configured
in the system.

• To turn on auto execution for the All query, deselct the Disable checkbox against it. The All query is
disabled by default in the value help.
Disabling the auto execution improves the user experience and performance. You don’t have to wait till
the query is executed, to interact with the UI. For example, if you want to search for a specific term, you
can quickly do so.
• To hide a query from the list, select the Hide checkbox next to the name of the query. To make the
query available again, deselect the checkbox.
3. Select Save.

2.2.3  Set Queries as Visible

To set your queries as visible, follow these steps:

1. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode and the section where the changes can be made is highlighted with a red border.

2. In the side pane, click the reverse arrow icon to navigate to the UI Component.
3. Click the Drill down icon next to Implementation. The screen drills down to the child level
4. Click the Drill down icon again next to Queries. The screen moves to the list of queries available.
5. Click the Drill down icon next to the query you want to set as visible.
6. Select the checkbox next to the Set as Visible field.

 Note

This feature is available for administrators only. If the element is already set as not visible by SAP, or
Cloud Applications Studio, the administrator cannot override the setting.

7. To save your settings, click your profile and select End Adaptation.

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2.2.4  Create Queries with a Relative Date

Select a relative date when defining a query.

When you define a query, you can choose a relative date, such as current quarter, and save it with a name of
your choice, such as My Opportunity - current quarter. You can then publish it for all the business
users.

You can use these queries to restrict data that is downloaded during offline sync.

2.3 Manage the Master Layout

As an administrator, you can customize the layout for all users.

Make the following layout changes and make them available for all users:

Master Layout Area Action

Fields Add, hide, change order, set as mandatory, set as read only,
make visible

Tabs Add, hide, change order, make visible

Sections and Panes Add, reorder, resize, make visible

Query Add, change the default

To customize your solution for all users, proceed as follows:

1. Go to your user profile, and from the dropdown list select Start Adaptation.
2. Make your changes.
3. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

 Note

• Implicit changes in Adaptation mode, such as list and column sorting, take effect for all users.
• Your changes are saved automatically and take effect immediately.

2.3.1  Change Properties of a Field

On the Fiori Client UI, change the properties of a field to mandatory or read-only. Additionally, make a field
visible on a screen.

1. Navigate to the screen where you want to change the properties of fields.

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2. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode and the section where the changes can be made is highlighted with a red border.
3. Select the section where the field you want to change, exists. The system shows a list of all the available
fields in the side pane. Each field is accompanied by inline icons for the relevant properties available for the
field. You can change the field properties in one of the following ways:
• Click the icons to set them to Mandatory, Read-Only, and Visible.

 Note

• If you click any of these icons, it overrides any existing rules for that particular property.
• You cannot configure rules from inline icons. You must drill down to the field level to set the
rules.
• If a certain property is not applicable for a particular field, the corresponding property icon is
not shown.
• If you log in as an administrator, you can no longer see the Hide icon for fields in adaptation
mode. You must drill down to the field level to check or uncheck the Hide settings. Business
users will, however, see the Hide (Eye) icon in personalization mode.

• In the side pane, click the Drill down icon next to the field that you want to change. The screen drills
down to the child level and you can see the properties available for the field.
Select the checkbox next to the properties. The checkboxes always show the value that you, as an
administrator, have set.
You have the following results:
• The fields that you have set as Mandatory now have the mandatory indicator (*)
• The fields that you have set as Read-Only appear grayed out, and do not allow the user to change the
contents.
• The fields you have set as Visible now appear on the screen.

 Note

If a field is set by SAP or Cloud Applications Studio, you cannot override the setting. For example, if
a field on the UI shows the asterisk symbol next to it (*) even though you haven’t set the property, it
means that the field has already been marked as mandatory by SAP or Cloud Applications Studio.

4. To save your settings, click your profile and select End Adaptation.

2.3.2  Hide Sections and Fields

1. Navigate to the screen where you want to hide sections or fields.

2. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode and the section where the changes can be made is highlighted with a red border.
3. In the side pane, click the Drill down icon next to the section or field that you want to change. The screen
drills down to the child level.

 Note

You can also click to hide a section.

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 4. Select the checkbox next to the Hide field. The element (section or field) is hidden from view.

 Note

This feature is available for both administrators (master layout only) and business users. Even if an
administrator has set the element to hide, users can override this setting using personalization.

5. To save your settings, click your profile and select End Adaptation.

2.3.3  Adapt Basic Search for Lists

As an administrator, you can modify the basic search fields in an object list.

The system shows you a standard list of fields that are enabled for basic search by default. You can deselect
fields to make them unavailable for basic search. You can also add standard fields to be enabled for basic
search.

To modify basic search, follow these steps:

1. Navigate to the screen where you want to modify the basic search fields.
2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
3. In the side pane, under Overview, click Add Basic Search Fields . This opens a list of all the fields that
include the standard basic search fields, the additional fields available for you to add to basic search, and
the extension fields. The fields that are greyed out are not visible in advanced search. So you must first add
them in advanced search and only then enable them for basic search. The fields that are checked under
the Visible header, are the fields available for you to add to basic search.

 Note

By default all extension fields that are part of advanced serach are included in basic search. If you want
to change this setting, you must navigate to Settings Adaptation Settings under your user profile
and set the Enable Extension Field Adaptation for Basic Search toggle to Yes.

 Caution

Selecting more than eight fields for basic search can result in poor search performance and this would
vary across various screens.

4. Select the checkbox against the fields that you want to add, and click Apply. The selected settings are
applied to the field.
5. To save your settings, click your profile and select End Adaptation.

 Note

You can also add PSM fields in advanced search and then add the same in basic search as well.

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2.4 Manage Page Layouts

As an administrator, you can manage page layouts specific to certain users or instances.

2.4.1  Create Page Layout

To create a new page layout, follow these steps:

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
2. In the side pane, click Layouts and then click New to open the New Layout quick create dialog box.
3. Enter the Name and Description for your new page layout, and click Save.
4. You can make personalized changes which are applied to assigned business users or instances.
5. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

2.4.2  Edit Page Layout

As an administrator, you can change or update an already existing page layout.

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
2. In the side pane, click Layouts and then select the relevant page layout that you wish to make changes to.
3. Click to open the Edit Name dialog box.
4. Rename your page layout and click Apply.
5. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

 Note

• While editing a page layout, if you change the label of a field, the system applies the change to the
master layout. Only property changes to a field such as making it visible, mandatory, or read-only, while
editing a page layout is considered as a page layout adaptation.
• Page layouts defined at the object detail view are not applicable in other screens such as list view and
quick view.
• Page layout-based configurations do not apply to tables and editable lists. Therefore, read-only
property in page layouts are not supported in tables and editable lists. 

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2.4.3  Assign Page Layout

As an administrator, you can assign page layouts to specific business users or instances. The changes that are
made in the page layouts only apply to the assigned roles or instances.

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
2. In the side pane, click Layouts and then select the relevant page layout that you wish to assign.
3. Click Assign Layouts to open a new dialog box.
4. Select the relevant Business Object from the dropdown.

 Note

The system only displays the business objects related to fields whose property has been changed
within that particular page layout.

5. Based on the selected business object, select the relevant Instance Type.
The system generates certain business roles and instances against which you can assign the relevant page
layouts.

 Note

It is not mandatory to select the Instance Type. The system generates data with just the Business
Object selection.

6. Assign the page layouts against the instances and buisness roles as required.
7. Click Save after all the assignments have been made.

 Note

We recommend that you use page layouts only to simplify the layout. If you want to enforce
restrictions, use the Access Restriction feature.

8. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

2.4.4  Delete Page Layout

Delete page layouts along with all the changes or adaptations made as part of the page layout.

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
2. In the side pane, click Layouts and then select the relevant page layout that you wish to delete.

3. Click and confirm the warning message.

4. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

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2.4.5  Adjust Sections within Item Details

You can rearrange sections and adjust their column and row spans.

You can adjust the master layout for an item details screen so that the sections within a tab are arranged in the
order you like. You can also manage the white space by adjusting the column and row span individual sections
use.

Example

For example, on the Overview tab of an account, you can select the Account Team section and drag it to the top
left. The other sections are pushed down or moved over. Now if you remove the section to the right of Account
Team, you'll be left with an empty space; so you can adjust the Account Team section to span two columns
rather than one.

1. Select the section to change.

2. Choose Change Properties.
3. Set the column and row spans and apply your changes.

2.4.6  Copy Page Layouts

As an administrator, you can create copies of existing page layouts. You cannot copy the master layout.

To create a new page layout, follow these steps:

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
2. In the side pane, click Layouts and from the dropdown menu, select the layout that you want to copy.

3. Click (Copy icon) to open the Copy Layout quick create dialog box. .
4. Enter a name in the New Layout box and click Save.
5. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

 Note

• All changes made by the administrator for a particular layout are copied to the new layout.
• Copied page layouts are not linked to the source and are independent.
• Assignments are not copied. You must configure the assignments manually.

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2.5 Create and Assign Rules

As an administrator, you can create and assign property rules and value rules.

The rules are defined based on the fields available in the UI. You can assign value rules to fields in the quick
create screens. You can assign property rules to fields, sections, tabs, list columns, and perform validation on
save of a transaction.

Create New Rules

1. Navigate to the screen where you want to create a new rule.

2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.

3. In the side pane, click the reverse arrow icon to navigate to the UI Component.
4. Click the Drill Down icon next to Implementation, and under Rules and Validations, click Add Rule
to open a new window.
5. Under Rule Type select one of the following:
• Property: The property rules are used to control the visibility, mandatory, and read-only properties of
fields, sections, tabs, and list columns. For more information, see Change Properties of a Field [page 9]
• Value: The value rules are used to set the default value of a field. This is applicable only in the quick
create screens where the rules return a default value.
6. Enter a Rule Name and a Rule Description.
7. In the Field Names section, select a value to create your condition. The system displays the technical
names for the fields available to modify on that screen. If you select a field, you can see the actual value
of the field in the gray box directly below. For example, if it’s a code list, or a multivalue list, the system
displays the current value in the UI that is already open.
8. In the middle pane, write the code for a particular business case. For example, you can write a code where,
for opportunities with value greater than 20 million, the Executive Sponsor Name field is mandatory.

 Remember

When you write a code for the value rule, ensure that the return value is enclosed in single quotes.

9. In the right pane, select the functions, colors, and operations that you need to create your condition.
Operations: The following operations are available:
• Greater Than
• Less Than
• Greater Than or Equal To
• Less Than or Equal To
• Equal To
• Not Equal To
• Add
• Subtract
• Multiply
• Divide

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 Colors: The following color constants are available. They adapt to the respective theme that you set your
background to.
• CRITICAL_DARK
• GOOD_DARK
• BAD_DARK
• CRITICAL_LIGHT
• GOOD_LIGHT
• BAD_LIGHT

 Note

When you select the Colors tab, you can view the list of color constants along with a sample of the
color that each constant represents. For example, if you choose CRITICAL_DARK and your background
is set to the SAP Belize theme, the color might appear green. This color adapts to the theme
that you choose. If the background is set to a different theme, SAP Quartz Light, for example, the
CRITICAL_DARK constant might appear blue or teal. This means that you cannot choose red, blue, or
green as colors. You can only choose the color constant that represents the color closest to what you
are looking for. However, before you select the constant and add it to your code, you can view what
color the codes correspond to.

Functions: The following table gives you a list of all the available functions that you can choose from:

Functions

Function Name Explanation

DAY Returns the day component of a date (if the date is Octo­
ber 28, 2016, the system returns 28).

MONTH Returns the month component of a date in number (if the

date is October 28, 2016, the system returns 10).

NOW Returns the current date and time.

TODAY Returns the current date in your time zone.

WEEKDAY Returns the day of the week in number(1=Sunday, 2

=Monday, and so on).

YEAR Returns the year component of a date (if the date is Octo­
ber 28, 2016, the system returns 2016).

AND Output is a Boolean value; TRUE if all values are true, and
FALSE if one or more values are false

OR Output is a Boolean value; TRUE if any expression is true,

FALSE if all expressions are false.

NOT Output is FALSE for TRUE and TRUE for FALSE.

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 Function Name Explanation

IF Evaluates the logical expression, if the outcome is true,

return the first value, else return the other value.

CASE Returns result 1 if condition 1 is satisfied, returns result 2 if

condition 2 is satisfied, and so on

BOOL Converts a character to a Boolean value; output is TRUE if

there is a value, FALSE otherwise.

CONTAINS Evaluates two arguments of text and the output is a Boo­

lean value; TRUE if the second text contains the first text;
if not, the output is FALSE.

FIND Returns the position of the first occurrence of the text

within the text.

LEN Output is the number of characters in a specified text

string.

NUMBER Converts a value to a number.

TEXT Converts a value to a text.

TOLOWER Converts a text string to lowercase.

TOUPPER Converts a text string to uppercase.

TRIM Removes the spaces and tabs from the beginning and end
of a text string.

SUBTEXT Retrieves part of a main text based on offset and length.

ISNUMBER Evaluates if a text value is a number; output is TRUE if the

text is a number, else its FALSE.

ISBLANK Evaluates if an expression has a value; the output is TRUE

if it’s blank; the output is FALSE, if it contains a value.

DEVICETYPE Returns DESKTOP, TABLET, or PHONE depending on the

device type used.

ISOFFLINE Returns TRUE if the solution is offline, and FALSE when

connected.

MYUSERROLES Returns one or more business role IDs assigned to the

current logged-in user

GETUSERNAME Returns the user name assigned to the current logged-in

user.

10. Click Apply.

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Assign Rules

To assign a rule, follow these steps:

1. Select the UI element where you want to assign this rule. The area (such as, field, section) is highlighted by
a red border indicating that the field is editable.

2. In the side pane, click the reverse arrow icon to navigate to the Field anchor.
3. To change properties, select the Rule hyperlink under the properties - mandatory, visible, read-only. The
system opens the Assign Rule pop-up window and displays a list of all the property rules available.
To set a default value for a field, select the Rule hyperlink under Set Default Value. The system opens the
Assign Rule pop-up window and displays a list of all the value rules available.

 Note

• The Set Default Value UI element is only available in the quick create screens.
• You cannot apply value rules to value help fields, such as account object and multivalue fields.
• Default value rules override all other existing logic, such as, code list restrictions, extension
scenarios, SDK script determination, application logic, and so on.

To set dynamic font colors, select the Rule hyperlink under Set Font Color. The system opens the Assign
Rule pop-up window and displays a list of all the rules available.

 Note

• You can can set dynamic font color only in object detail UIs
• If there is a conflict between static color and dynamic color, dynamic color takes precedence.

4. Select the rule you want.

5. Click Apply.
6. Go to your user profile, and from the dropdown list select End Adaptation.

Unassign Rules

If you want to unassign a rule for a particular area, select the rule, and click the x icon next to it. Unassigning
a rule ensures that the rule assignment is removed from the selected area but is still valid for all the additional
areas to which it’s assigned. You can continue to use the rule in the future.

Edit Rules

To edit a rule, navigate to the rule using Implementation Rules and Validations and click Edit. Make your
changes and click Apply. Note that the new rule is applied to all the areas to which the rule is applied.

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Delete Rules

To delete a rule, navigate to the rule using Implementation Rules and Validations and click Remove. Make
your changes and click Apply.

2.6 Use Property Rules for Smartphone Display

As an administrator, you can adjust the master layout specifically for smartphone display using property rules.

1. Navigate to a screen where you want to create a new rule.

2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.

3. In the side pane, click the reverse arrow icon to navigate to the UI Component.
4. Click the Drill Down icon next to Implementation, and under Rules and Validations, click Add Rule
to open a new window.
5. Enter a Rule Name and a Rule Description.
6. Go to Functions Special Functions and click DEVICETYPE.
7. In the middle section of the screen, the system auto populates the special function that you have
chosen. Double click it to make it editable and write the code for a particular business case. For
example, to make screen elements visible on smartphones, you can enter the following description:
DEVICETYPE()==”PHONE”.
8. Click Apply.
9. Go to the section or field level and apply this rule.
10. When your changes are complete, go to your user profile, and from the dropdown list select End
Adaptation.

The section or field becomes visible only in case of mobile phones and is hidden for desktop/tablet.

2.7 Change UI Labels

As an administrator, you can change UI labels in adaptation mode.

To do this, proceed as follows:

1. Navigate to the screen where you want to make the change.

2. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode.
3. In the side pane, click the Drill down icon next to the field for which you want to change the UI label. You
can also right-click the field to open the field details.
4. Under Title, enter the new label and click Save. The system updates the new label immediately.

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 In Text Information Text Collection Name , the system displays the name of the project in which
it stores the text changes. This collection is available in Administrator General Settings Language
Adaptations
5. Click End Adaptation.

 Note

• The feature is only available for fields.

• Use the transport management tool to transport the label changes. The system proposes the changes
as optional dependencies. Ensure that you transport the corresponding LAT text collection project
whenever you transfer adaptation changes.

2.8 Move Views and Sections Across Tabs

Move views and sections across tabs in an object details screen. Adaptations made on the views also move
across the tabs.

After the move, the view is no longer available on the source tab.

To move views and sections, follow these steps:

1. Navigate to the tab from where you want to move a view or section.
2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
3. Select the view or section that you want to move. The system highlights it in a red border.

4. In the side pane, click the reverse arrow icon to navigate to the Pane and click Move.
5. In the pop-up window, select a new tab from the dropdown and click Apply.
The section now appears on the target tab and is no longer available in the source tab.
6. To save your changes, go to your user profile, and from the dropdown list select End Adaptation.

2.9 Change Sequence in Page Layouts

As an administrator, you can assign different order of tabs, list columns, fields and so on for users based on
business roles via page layout.

This allows you to maintain different sequence for different business roles. For example, sales representatives
can have a different look and feel for their layout compared to that of a marketing manager.

To change the sequence, follow these steps:

1. Navigate to the screen where you want to make the changes.

2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
3. In the side pane, click the Layout tab and from the Layout Selection dropdown, select the page layout to
which you want to assign the changes.

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 4. Click the Overview tab and drag and drop the UI elements to the desired sequence.
5. To save your changes, go to your user profile, and from the dropdown list select End Adaptation.

To make changes in a different page layout, you must end the current adaptation mode and start a new one.

If there is a conflict due to multiple roles assigned to a user, the system defaults to the master layout.

2.10 Configure Default View

As an administrator, you can maintain a default view for all users via master layout or a particular business role
via page layout.

This provides you the flexibility to maintain a default view for a set of users (based on business roles using page
layouts) or all business users (using the master layout). For example: Default to Map View in Account list for the
Sales Rep business role.

To configure the default view, proceed as follows:

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.

2. In the side pane, click the reverse arrow icon to navigate to the Pane Variant view.
3. From the Select Default View dropdown, select the view that you want.
You can also configure the list of views for the users by selecting the views under Manage Views.

 Note

• Ensure that at least one view is enabled.

• If you disable a view that the user has set as default, the system displays the first enabled
visualization as default.

4. To save your changes, go to your user profile, and from the dropdown list select End Adaptation.

If there is a conflict due to multiple roles assigned to a user, the system defaults to the master layout.

2.11 Emphasize Field Values

Emphasize field values to highlight them in the details page.

You can emphasize only up to two field values at a time.

 Note

Make sure that in Company Settings, the Disable Header Information from Top toggle button is set to No.

To emphasize field values, proceed as follows:

1. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.

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2. Open the details view of an object. Select the header section.
3. In the side pane, click the Drill down icon next to Header. The screen drills down to the child level and
you can view the list of all the available fields in the side pane.
4. Click the Drill down icon again next to the field you want to change. The screen drills down to the child
level.
5. Select the checkbox next to Emphasize Field Values.
The changes are configured with immediate effect.
6. To save your settings, click your profile and select End Adaptation.

2.12 Configure Colors

Highlight list columns and field texts by using background and font colors to make them prominent.

Choose from a palette of six pre­defined colors to change the look and feel of your user interface.

To configure colors, proceed as follows:

1. Navigate to the screen where you want to configure the color.

2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
• To set background colors, follow these steps:
1. Select the list to which the list column you want to change belongs.
2. In the side pane, click the Drill down icon next to the column that you want to change. The
screen drills down to the child level and you can see the properties available for the column.
3. Click the palette icon next to Set Background Color and choose one from the six pre­defined
colors.
The colors are configured with immediate effect.
• To set font colors, follow these steps:
1. Open the details view of an object. Select the section to which the field you want to change
belongs.
2. In the side pane, click the Drill down icon next to Header. The screen drills down to the child
level and you can view the list of all the available fields in the side pane.
3. Click the Drill down icon again next to the field you want to change. The screen drills down to the
child level.
4. Click the palette icon next to Set Font Color and choose one from the six pre­defined colors.
The colors are configured with immediate effect.
3. To save your settings, click your profile and select End Adaptation.

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2.13 View Layout Changes

As an administrator, you can view layout changes that have been made in your system. The changes include
details, such as, the type of change, the user who created it, the date on which it was created.

Procedure

1. Go to Administrator General Settings Adaptation Changes Layout Change History .

2. You see a list of all the layout changes that have been made in the system. The table displays the following
columns:
a. Type: Displays the type of layout change, whether it is an added extension field, field property change,
label change or so on.
b. File Path: Displays the file path where the change has been made.
c. Created By: Displays the user who has made the particular layout change.
d. Created On: Displays the date and time on which the change has been made.
e. UI Component: Displays the UI component to which the change has been made.
f. Layout: Displays the layout name in which the change has been made.
g. Layout ID: Displays the ID of the changed layout.

Additionally, you have the option of grouping your change history based on either UI Component or Layout
by selecting the Sort icon.

If you are unable to view certain changes made to your solution on your user interface, you can generate
the implementation of these changes manually. Select the line item with the relevant change details, and
click Generate Load.

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3 Extension Fields

Extension fields are additional fields that administrators can add to a cloud solution from SAP.

Administrators can create extension fields for a screen that has been enabled for extension fields. The field can
then be added to other screens, form templates, analytical data sources and reports, and so on.

 Note

To create extension fields, you must be assigned to the Flexibility Change Log view in the Administrator work
center.

Business Context

When you first create an extension field, you navigate to a screen on which you want it to appear and add it to
a section of the screen. Each screen section is based on an underlying business context. The business context
typically corresponds to part of a business document or other object, for example, the header data of a sales
order. The business context is used to determine which other screens you can add the field to and, in addition,
the form templates, analytical data sources and reports, enterprise search categories, and extension scenarios
that the field can be added to.

3.1 Extension Field Types

The following table lists the different field types available and the settings you can make for each field type. For
example, you can define a default value that is automatically entered in the field but which can be overwritten
by the user. For some field types you can also define a calculation rule, for example, in order to combine data
from two different fields into one field.

Field Type Default Value Calculated Field Character Limit Other Settings

Text Yes Yes • Short Text - You can choose the follow­
40 ing text types based on your
• Medium requirement:
Text - 80
• Short Text
• Long Text -
• Medium Text
120
• Long Text
• Extended
Text - 0 • Extended Text

(String)

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 Field Type Default Value Calculated Field Character Limit Other Settings

Amount Yes: Default value and de­ Yes 31 (28 and 3 for None
fault currency currency code)

Indicator Yes No 1 None

Date Yes No 8 None

Decimal Number Yes Yes 31 (including You can specify the field
decimal places) length and the number of
decimal places.

E-Mail Address Yes No 315 (255 and None

60)

List Yes No 30 You must define a list of

values that can later be se­
lected from the dropdown
list by users.

If you have multiple system

languages then you must
enter a value for each lan­
guage. For example code
101 corresponds to the first
entry in the list. If you have
multiple languages then you
have to maintain an entry
for this code in each lan­
guage. Code 102 then corre­
sponds with the second en­
try in the list, and so on.
To add more entries click
Upload. Note that you can
add only upto 1000 values
per language. You can also
enter your own code for
each entry, if required.

 Note

The system uses the

default language as fall
back if translations are
missed for extension
field descriptions.

Quantity Yes: Default quantity and Yes 34 (31 and 3 for None
default unit of measure unit code)

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Field Type Default Value Calculated Field Character Limit Other Settings

Time Yes No 6 None

Date/Time Yes No 21 None

Formatted Text Yes Yes 0 (String) None

Web Address Yes No 255 None

Global Data Type No No N/A Select a value from the sub-

type.

Business Object N/A N/A N/A Select a value help type.

 Note

• You cannot use

these extension
fields offline.
• Only a limited
number of stand­
ard object types
are supported.
• Edit field function­
ality is not availa­
ble for these fields.
So you cannot
add the fields to
Enterprise search,
OData Service,
Scenarios etc.
• You cannot use
these fields in
ABSL script
( via .ref file)
• You cannot set the
default values for
these fields.
• You cannot add
these fields to ob­
ject work list UI
(List columns, ad­
vanced search list
and basic search)

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 Field Type Default Value Calculated Field Character Limit Other Settings

Multivalue List No No 256 You must define a list of

values that can later be se­
lected from the dropdown
list by users.

3.2 Create Extension Fields

As an administrator, you can create extension fields in the Fiori client.

1. Navigate to a screen where you want to add the new field.

2. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode and the section where the changes can be made is highlighted with a red border.
3. Select the UI component and the underlying section where you want to create the extension field. The
system highlights the section with a red box.
4. Click Add Field to open the list of available fields.
5. Select Create Fields. The New Field dialog box opens.
1. The system displays the business context to which you have chosen to add the field. The business
context is determined based on the screen section that you selected.
If you have tried to create an extension field in a screen section that is based on two different business
contexts then you can choose which one better suits your purpose. For example, you may have to
choose between adding an extension field at header level of a business document or at item level.
The business context is used to determine which other screens you can add the field to and, in
addition, the form templates, analytical data sources and reports, enterprise search categories, and
extension scenarios that the field can be added to.
2. Enter a label.
The label is the text that will appear next to the field on the screen.
3. The system sets the label name as the technical name. You can change the technical name later if you
want.
4. To define a simple calculation rule for selected field types, set the toggle button next to the Calculated
field to Yes.
Under Calculation Rule, either enter a constant value manually or select a value from the dropdown
list. The values available to you from the dropdown list are proposed by the system based on the type
of field you are creating and the business context of the field. Text fields can be concatenated and
numerical fields can be added, subtracted, multiplied, or divided.
Note that when creating a calculation rule based on another field we recommend that you check
whether users that have access to this extension field are also authorized to view the data displayed as
a result of the calculation rule.
5. Select a field type.

 Note

• If you select the field type as Text, the system populates the Sub Type field. Select the available
sub types based on whether you want a long, medium, short, or extended text.

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 • If you select the field type as Decimel Number, the system populates the Decimel Places and
Length fields. You can specify the field length and a maximum of 31 characters including the
decimal places.
• If you select the field type as List or Multivalued List, the system gives you an option to define a
list of values that can later be selected from the dropdown list by users.

6. Mark the data protection and privacy level of the field, if required. You can mark the field as one of the
following:
• Personal Data: If you select this option, the following happens:
• The content of the field is destroyed when the corresponding business object instance is
removed using the data removal process
• The change log is removed
• The field becomes valid for data disclosure
• Sensitive Personal Data: Whenever these fields are viewed by an end user, a Read Access Log
(RAL) entry is created.

 Note

• You can mark the data protection level of a field only for Business Partner extensions.
• You can create a maximum of five sensitive personal data fields. You can define an additional
five fields per solution using the Cloud Applications Studio.
• You cannot add sensitive personal data fields to object work lists, value selections, enterprise
search, or extension scenarios.
• You cannot use sensitive personal data fields as placeholders in workflow rules.
• If the field that you have marked as sensitive personal is part of a field group that is already
active, the system takes one day to start reading the access log for the same. To start read
access logging immediately, activate or deactivate the corresponding field group.

7. Save your changes.

The dialog box closes and the new field is visible in the list of available fields.
6. Select the checkbox next to the field and click Apply. The field is now added to the master layout and is
now available for all users.
7. To save your settings, click your profile and select End Adaptation.

3.3 Adding an Extension Field to an Extension Scenario

As an administrator, you can add an extension field that you created to an extension scenario.

The following example explains how an extension field of a Product is displayed under the Items section of a
Contract as additional general information.

You need to extend the Product - General Information to Contract - Item extension scenario so that the new
extension field is available in the Contracts area.

1. In the Product Administration work center, Products view, enter adaptation mode and open the Extension
Fields pane in the adaptation panel.
2. Locate the extension field that you created and click the drill-down button next to it and click Edit.

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 3. Navigate to the Extension Scenarios tab.
4. Select the extension scenario Product - General Information to Contract - Item and click Add Field.
The extension field is now added to the extension scenario and you need to add the extension field to the
corresponding work center, which is Contracts in this example.
5. Open the Contracts work center in adaptation mode and go to Items tab.
6. Click Add Field and from the list of available fields, select the extension field you created and click Apply.
The extension field of the Product appears under the tab Items in the Contracts workspace and the data
flow from the product to the contracts business context is enabled.

3.4 Add Extension Fields to OData Services

As an administrator you can add an extension field to OData Services.

Procedure

1. Click your profile on the top right corner of your screen, and select Start Adaptation.
2. Navigate to the screen where the extension field exists and click to select the relevant section. The
system highlights the section with a red box.
3. In the side pane, click next to Header to see the list of available fields.
4. Navigate to the extension field and click next to it. The system highlights the extension field with a red
box to indicate that it is editable.
5. Click Edit. The system opens the details for the field.
6. Navigate to the OData Services tab. The system displays the OData Services table with the list of available
services.
7. Click the Edit icon and the Action column appears in the tables.
8. Under Action, click the Add Field icon next to the OData Service where you want to add the extension
field. The system indicates that it has been added with a check sign in the Field Added column.
9. Click Save.
10. Click your profile and select End Adaptation.

3.5 Add Public Solution Model (PSM) Fields to Standard

OData Services

As an administrator, you can add PSM fields to standard OData services.

1. Click your profile on the top right corner of your screen, and select Start Adaptation.
2. Navigate to the screen where the PSM field exists and click to select the relevant section. The system
highlights the section with a red box.

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3. In the side pane, click next to Header to see the list of available fields.
4. Navigate to the PSM field and click next to it. The system highlights the PSM field with a red box to
indicate that it is editable.
5. Click Edit. The system displays the table with the list of available OData extensions.
6. Click the Edit icon and the Action column appears in the table.
7. Under Action, click the Add Field icon next to the OData Service where you want to add the PSM field.
The system indicates that it has been added with a check sign in the Field Added column.
8. Click Save.

 Note

• This is applicable only for standard PSM fields extended via adaptation. PSM fields created using SAP
Cloud Applications Studio are not supported.
• You can transport PSM OData configuration from a test to a productive environment via Transport
Management. In Transport Management, the Adaptation Changes provider proposes relevant PSM
OData configuration as optional dependencies.
• You cannot remove a PSM field from an OData service if it is already shipped as part of standard OData
service by SAP.
• This feature is not available for the Lead UIs, such as Lead, Lean Lead, and Deal Registration UIs.

3.6 Make UI Elements Available for Users

As an administrator you can make fields, sections, and tabs available for business user personalization.

Procedure

1. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens in
the Adaptation Mode.
2. Navigate to the UI element that you want to be available for the users for personalization.
3. On the side pane, select the Personalize checkbox.
If you deselect the checkbox, the items are no longer available for the user.
4. To save your settings, click your profile and select End Adaptation.
When the user is in personalize mode, they can see only the items marked by you.

 Note

You can also select the Hide checkbox to hide an element from the screen. This feature is available
for both administrators (master layout only) and business users. Even if an administrator has set the
element to hide, users can override this setting using personalization.

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3.7 Work with Multivalue Lists

As an administrator, you can create extension fields of type Multivalue List. This allows you to select multiple
values from the drop down option of that particular field. You can also search with multiple values in the
advanced filter option.

This document shows how to work with a multivalue list. To do that, follow the steps below:

Create an extension field and apply it to a business object

1. Open an instance of a business object where you want to add an extension field. For example, an Employee,
Lead, Customer.
2. Select an area, for example, the overview area, header area, and so on, where you would like to add the
extension.
3. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
4. Select the UI component and the underlying section where you want to create the extension field. The
system highlights the section with a red box.
5. Click Add Field to open the list of available fields.
6. Select Create Fields. The New Field dialog box opens.
1. The system displays the business context to which you have chosen to add the field. The business
context is determined based on the screen section that you selected.
If you have tried to create an extension field in a screen section that is based on two different business
contexts then you can choose which one better suits your purpose. For example, you may have to
choose between adding an extension field at header level of a business document or at item level.
The business context is used to determine which other screens you can add the field to and, in
addition, the form templates, analytical data sources and reports, enterprise search categories, and
extension scenarios that the field can be added to.
2. Enter a label.
The label is the text that will appear next to the field on the screen.
3. The system sets the label name as the technical name. You can change the technical name later if you
want.
4. Select the field type as Multivalued List.
5. Select Add Row and define your values. For example, Football, baseball, basketball, Golf, tennis.
6. Save your changes.
The dialog box closes and the new field is visible in the list of available fields.
7. Select the checkbox next to the field and click Apply. The field is now added to the master layout and is
now available for all users.
8. To save your settings, click your profile and select End Adaptation.

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Create or Maintain Instances for the Business Object

1. Go to the object, and click on the newly added extension field, in this example, Employee > Sports. The
system displays the values that you added earlier.
2. Select one or more values (for example, Football, Tennis) from the multivalued dropdown list and click
Save.

Repeat the steps for all the required employees.

 Note

To edit or maintain values, please add the extension field through the business object and Quick Create.

Add the extension field to the Advanced Filter section of the Object Work
List (OWL)

 Note

To use it as a filter parameter, add it under the advanced query of the OWL. To view it as read-only, add it
under quick view or OWL.

1. Click on the Show Advanced Filter icon in the OWL.

2. Get into the adaptation mode.
3. Hover over any field and select the Add Items >Add Fields option.
4. In the pop-up, select the newly created multivalue list and click Apply. You can see the field in the Advanced
Filter section.
5. Exit the adaptation mode.

Search values in the Advanced Filter field.

1. Click on the Show Advanced Filter icon. The system displays the new field, Sports, in this example.
2. Click on the drop down to see the values. Select the values that you require, for example, Football, Tennis,
and click Go.

The system displays all the employee records that have listed Football or Tennis under Sports.

Note that the values searched are based on the OR search.

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4 Mashups

Learn how to configure, use, and access mashups.

Mashups are used to integrate data from SAP's cloud solution with data provided by an online Web service
or application. Users can access the content provided by these Web services and applications, and use it in
their daily work. Mashups can include Web searches, company or industry business information, or online map
searches.

Prerequisites

• You have enabled Communities, Document Management and External Services in your system
configuration. To find this business option, go to the Business Configuration work center and choose
the Implementation Projects view. Select your implementation project and click Edit Project Scope. In the
Scoping step of the project, ensure that People Collaboration, Intranet and External Services is selected
within Communication and Information Exchange.
• In the Questions step, expand the Communication and Information Exchange scoping element and select
People Collaboration, Intranet and External Services. Select Communities, Document Management and
External Services and answer the question related to Mashups, Web Services, and External Search Providers
Integration.
• Before a mashup can be used, it must be activated by an administrator. This administrator must have
authorization for the Mashup Authoring and Mashup Web Services work center views.

 Note

Some mashups may not be applicable to your country/region. Your administrator should ensure that the
mashup is valid for your country/region before activating it for company-wide usage.

Mashups can be preconfigured or created by administrators.

Preconfigured Mashups Provided in SAP Cloud for Customer

The following preconfigured mashups for Web services are provided in SAP Cloud for Customer:

Preconfigured Mashups

Relevant For Mashup Name Mashup Type Mashup Category Port Binding

Sales & Social SAP (sap.com) URL Mashup News & Reference Search Provider

Sales & Social Embedded Map (bing.com) Custom Mashup Location & Travel Web Map

Sales & Social Embedded Route (bing.com) Custom Mashup Location & Travel Route Planner

Sales Sales Intelligence for Ac­ HTML Mashup Business & Finance InsideView Account In­
counts (insideview.com) formation

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Relevant For Mashup Name Mashup Type Mashup Category Port Binding

Sales Sales Intelligence for Con­ HTML Mashup Business & Finance InsideView Contact In­
tacts (insideview.com) formation

Social Tweets by Handle Data Mashup Business & Finance Additional Account In­
formation

In addition, the following preconfigured mashup Web services are provided, which the administrator can use to
create mashups:

Preconfigured Mashup Web Services

Relevant For Mashup Web Service Service ID Web Service Type Service Domain
Name

Social Snap Engage Chat URL BYD_SNAPENG REST snapengage.com

Generator

Social KloutScore BYD_COD/KLOUT REST api.klout.com

Social KloutUser BYD_COD/KLOU­ REST api.klout.com

TUSER

Social Bitly URL Shortener BYD_COD/BITLY REST api-ssl.bitly.com

Social MindTouch KBAs CW00003 RSS/Atom sapserviceod.mind­

touch.us

Creating Mashups for Your Organization

As an administrator, you can create new URL, HTML, or data mashups based on a mashup category provided
by SAP. Depending on your solution, preconfigured mashup Web services are provided, which you can use to
create data and HTML mashups. To display them, go to Administrator Mashup Web Services .

How to Access Mashups

Once a mashup has been activated and made visible on screens, you can access it in the following ways:

• A mashup can be displayed as an embedded screen.

• You can click a link on the screen.
• You can click Web Services and choose the mashup.
• You can use Enterprise Search and access external search providers that are integrated there.

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Features

There are four different mashup types:

• URL Mashups
A mashup that sends data from SAP's cloud solution to the URL of an online service provider. The service
provider uses the data, for example, to perform a search, and the results are displayed in a new browser
window.
• HTML Mashups
A mashup that embeds an HTML or JavaScript based Web page directly on a screen.
• Data Mashups
A mashup combines and displays data from both internal and external sources. To create a data mashup,
an integrated authoring tool is used to transform or merge external Web services with internal business
data using industry-standard Web service protocols.
• Custom Mashups
A mashup that has been created as an add-on solution by SAP.

Administrators can create new data, URL, and HTML mashups. Custom mashups can be created only by SAP.

In particular, mashups are distinguished by the following characteristics:

• Mashup Categories
Mashups are grouped together into categories according to the type of service or information that they
provide.
• Port Binding
Certain fields on screens are predefined as screen out-ports and in-ports. These screen out-ports and
in-ports are grouped together as a port binding.
The port binding defines the type of information that can be used in the mashup and defines on which
screens you can use the mashup. The mashup category specifies which port bindings are available.

API Keys and Authentication

• API Keys
Some Web services require a unique API key to allow you to access their services. You can generate a
company­specific API key on the service provider's Web site and then use this key to authenticate access
to the service from SAP's cloud solution.
You can identify which mashups require an API key by the icon displayed in the API Keys column. The Enter
API Keys dialog box displays the API keys that are required by the selected mashup.
• Basic Authentication
Basic authentication allows you to enter a user name and password for authenticating access to a Web
service. This user name and password is then used to automatically authenticate all other users accessing
the service.
• Secure Authentication
For Web services that support the OAuth authentication protocol, you can set up secure authentication.
The OAuth protocol enables secure, user-based access to Web services from SAP's cloud solution. Unlike
other authentication methods, OAuth gives the user full control of his or her own authentication details.
To use a mashup based on an OAuth authenticated Web service, users need to authenticate themselves

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 on the service provider's web site, where they are given a unique PIN code. This PIN code is then used to
authenticate access to the service from SAP's cloud solution.

 Note

The mashup framework supports OAuth 1.0 only.

Configuring Mashups

Administrators can configure mashups in the following ways:

• Centrally
Navigate to Administrator Mashup Authoring
• On a particular screen
Use the Adapt function on any screen enabled for mashups to access the adaptation sidecar.

Administrators can configure mashups as follows:

• Activate mashups for use by all users or deactivate unwanted mashups

• Activate mashup partner solutions from the SAP Store
• Change the way in which mashups are displayed, and test and publish the changes to all users
• Create new mashups by copying an existing mashup and adapting the settings in the copied mashup
• Add new Web services for use in data mashups
• Create new URL, HTML, or data mashups based on a mashup category provided by SAP

4.1 Work with Mashup Authoring

Activate preconfigured mashups, and create new mashups either from scratch or by copying a preconfigured
mashup.

After a mashup has been activated, it can be made visible on the screens for which it is configured. The
administrator does this centrally for all users via adaptation. For more information, see Add Mashups on
Screens [page 52].

 Note

If a mashup is not activated, the administrator can edit and activate it at a later date from the Mashup
Authoring view.

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4.1.1  Activate Preconfigured Mashups

Depending on your cloud solution, preconfigured mashups are provided that give access to services and
content provided by third-party service providers. As an administrator, you can activate these preconfigured
mashups and make them visible on selected screens.

 Note

Some Web services may pass your business data to a third-party organization, for example, account data
is passed to a search engine when performing a reverse lookup in an online address book. We recommend
that you check whether the mashup conforms to your company’s data privacy policies before activating the
mashup.

Procedure

Go to Administrator Mashup Authoring , and perform the following steps:

1. Select URL Mashups or Data Mashups from the dropdown menu.

2. Find the mashup you want and, if required, click on the mashup name to display further details.
3. Click Activate.

 Note

Certain Web services require API keys. If a mashup uses such a Web service, ensure that this Web service
has been activated and that you have entered the required API keys for it. You can do this on the Mashup
Web Services view.

The SAP-Google Maps partnership allows SAP to offer Google Maps within our application using the API
key provided by SAP from Google. SAP has essentially pre-paid for Google Maps usage by our customers
during this partnership. This partnership will expire at the end of 2014, and if it is not renewed, the
SAP-provided API key will expire, and our customers will need to get an API key directly from Google.

To activate an HTML or custom mashup:

1. Select HTML Mashups or Custom Mashups from the dropdown menu.

2. Find the mashup you want and, if required, click on the mashup name to display further details.
3. Check the API Keys column. If a red symbol is displayed, then you need to create a unique API key from the
Web service provider’s Web site and enter this API key in SAP's cloud solution. A gray symbol means that
no API key is required and a green symbol means that the API key has already been entered.
4. Select the mashup and click Enter API Keys.
In the Enter API Keys dialog box, click Show API Key and enter the key provided to you by the Web service
provider in the API Key Value column and save your changes.
5. Click Activate.

 Note

The solution renders all custom mashup in an iframe. Some custom mashups are not designed to be
rendered in an iframe, which is a limitation of the selected mashup.

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 As the solution cannot determine whether a custom mashup will be rendered in iframe or not, you will see
all the custom mashups in the list of available mashups.

To check if the mashup can be rendered correctly, use preview option in the mashup authoring tool. If there
is an error, the selected mashup will not work with the solution.

4.1.2  Activate Mashup Partner Solutions

As an administrator, you can activate a mashup partner solution in your SAP cloud solution.

Prerequisites

You have procured a mashup partner solution from the SAP Store at https://store.sap.com.

Procedure

Check Scoping Element

1. Go to the Business Configuration work center, Implementation Projects view.

2. Select your project and click Edit Project Scope.
3. On step 3 of the Edit Project Scope activity, check that the Communication and Information Exchange
People Collaboration, Intranet and External Services Communities, Document Management and External
Services scoping element has been selected.

Answer Scoping Question

1. On step 4 of the activity, go to Communication and Information Exchange People Collaboration,

Intranet and External Services Communities, Document Management and External Services .
2. Select Yes beside the scoping question for the mashup partner solution.
3. Complete and deploy your project.

Check Mashup Settings

Navigate to the Administrator workcenter, and perform the following steps:

1. In the Mashup Web Services view, check that any Web services belonging to the mashup partner solution
are activated and that API keys have been maintained.
2. In the Mashup Authoring view, check that the mashups belonging to the mashup partner solution are
activated and that any necessary API keys have been maintained.

 Note

Note that if the mashup partner solution contains multiple mashups and you only want one of these
to be available to business users, you can deactivate the unwanted mashups in the Mashup Authoring
view by selecting the mashup and clicking Deactivate.

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4.1.3  Create URL Mashups

Create URL mashups to send data from your cloud solution to a URL of a Web service provider. The results are
displayed on the Web service provider’s Web site, which is opened in a new browser window.

 Note

Some Web services may pass your business data to a third-party organization, for example, account data
is passed to a search engine when performing a reverse lookup in an online address book. We recommend
that you check whether the mashup conforms to your company’s data privacy policies before activating the
mashup.

Prerequisites

You know the end-point URL of the Web site providing the service. This could be, for example, the search results
page of an online search provider.

Procedure

Go to Administrator Mashup Authoring . Click New URL Mashup , and follow these steps:

1. Under General Information, perform the following steps:

1. Select the Port Binding Type. The port binding defines which screen out-ports or in-ports can be used
in the mashup and on which screens the mashup can be used.
• If you select With Port Binding, click the value help to choose a port binding from the available list.
• If you select Without Port Binding, choose a mashup category from the dropdown. The mashup
category is used to group mashups by the type of information they provide.
2. Enter a name and a description for the mashup.
The mashup name will be displayed to business users when using the mashup.

 Note

By default, the status of mashup is Inactive. This means it will not be available for use when saved.
If you want users to access the mashup immediately, change the status to Active.

2. Under URL Information, enter the URL of the Web service and click Extract Parameters.
The URL can be taken directly, for example, from the search results Web page of an online search provider.
Copy and paste this URL directly into the field. The system then extracts all parameters from the URL and
displays them in the table.

 Note

Note that for URLs that do not use queries you can manually add curly brackets around terms that
should act as placeholders. For example, in the URL https://mail.google.com/mail/#search/
SAP, you can replace the word SAP with a search term in curly brackets, for example, {term}.

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 If you then enter https://mail.google.com/mail/#search/{term} in the URL field and click
Extract Parameters, the word in brackets is extracted as a parameter.

3. Enter a HTTP method.

4. Under Request Parameters, map the dynamic parameters to screen out-ports by selecting an out-port
from the value help in the Parameter Binding column .
The Parameter Binding dialog box displays a list of screen out-ports that have been configured for the
selected mashup category and screen. Select the parameter you want to bind to the URL parameter.
Note that If you are creating a mashup for the category route planner, you can also define the following
optional settings:
• Code Format Conversion: For parameters that contain a code, you can change how code formats are
converted.
• Start Index for List: You can define whether the array parameter starts with 0 or 1.
• Prefix for First Value/Prefix for Next Value: You can only define prefixes for URLs that have the index
pattern $I and for which the start index has been set to zero.
5. Click the Preview button to display the end result of the mashup.
6. Save your changes.

4.1.4  Create Data Mashups

Create data mashups for integrating data provided by third-party Web services with business data from your
SAP cloud solution.

 Note

Some Web services may pass your business data to a third-party organization, for example, account data
is passed to a search engine when performing a reverse lookup in an online address book. We recommend
that you check whether the mashup conforms to your company’s data privacy policies before activating the
mashup.

Prerequisites

Web services that you have integrated for use in data mashups must use the XML service protocol. You have
either integrated a new Web service or have decided to base your mashup on one or more of the preconfigured
Web services provided by SAP or partners.

You can display a list of available Web services in Administrator Mashup Web Services .

 Remember

Data Mashup actions are supported only when the response is flat and not complex.

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Procedure

Go to Administrator Mashup Authoring . Click New Data Mashup , and and follow these steps:

1. Under General Information, enter a name and a description for the mashup.
The mashup name is displayed to business users when using the mashup.

 Note

By default, the status of mashup is Inactive. This means it will not be available for use when saved. If
you want users to access the mashup immediately, change the status to Active.

2. Under Binding, select the port binding type. The port binding defines which screen out-ports or in-ports
can be used in the mashup and on which screens the mashup can be used.
• If you select With Port Binding, click the value help to choose a port binding from the available list.
• If you select Without Port Binding, choose a mashup category from the dropdown. The mashup
category is used to group mashups by the type of information they provide. It is shown to business
users when they personalize mashups in the side pane.
3. Click Next.
4. On the Define Mashup Details step, create the mashup by adding building blocks and adjusting the
properties. First, define the source of input for the mashup. You have the following options:
User Inputs
User inputs allow you to define a field in which a user can enter or select a value. This value is then used as
input for the mashup. To add a user input to the mashup, click +User Input. Click the block title to edit its
properties in the pop-out window.

User Inputs

Text Input Allows users to enter a string of characters as input for the mashup.

Number Input Allows users to enter a number as input for the mashup.

Select Option Input Allows users to select an option from a dropdown list as input for the mashup.

In the Label field, enter the field label that should be shown to users for this input field. You can enter a
name in the Name field. This can then be mapped to an input parameter, for example, in a search service.
For text and number inputs you can also define a default Value, which can then be overwritten by other
users. If you have selected a Select Option Input building block, click the button next to List Options to
define the list of options that the user can choose from.
Services
Select the services you want to integrate into the mashup. Click +Service to choose the service source.
Click the block title to edit its properties in the pop-out window. You have the following options:

Data Sources

CSV Data Source Use a CSV file as input for the mashup. You can choose to either upload a file or reference an
online CSV file.

Click the block title to open a pop-out window and select your file.

XML Data Source Use an XML file as input for the mashup.

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 REST Service
All Web services that have been configured and activated in the view are listed in the value
RSS/Atom Service help and can be integrated into the mashup. These Web services are either SAP partner Web
services orMashup Web Services
SOAP Service

To preview the mashup results you may have to manually add a value to the input field of the mashup
in-port or user input. To do this click the block title and under properties, enter a value. In the runtime
version, these values will be replaced automatically by either the parameter taken from the screen out-port
or by the user entering their own value.

 Note

If you are using a service that uses the authentication method OAuth 1.0, then you will need to log on to
the service and generate a PIN code in order to preview the service results. Afterwards when users are
accessing the mashup, they will be prompted to create their own PIN code.

Actions
Actions allow you to transform the content retrieved by the Web services. Click +Actions to choose one of
the following options:

Actions

Filter Data Filter the items returned by the service. You can create rules based on the parameters pro­
vided by the service.

Sort Data Sort the display order of items in the results based on the parameters provided by the service.

Truncate Data Truncate the number of items displayed in a feed after a given number.

Merge Data Mashup WebMerge multiple feeds to display in a common results list. You can use this action
to combine data from two sources that have the same format into a single results list.

Join Data Join two data sources based on conditional rules to form a new data source. You can use this
action to combine data from two sources that do not have the same format.

Add Field Add one or more fields available in the parameters returned by the service to the results.

Rename Field Rename one or more fields in the results.

Delete Field Delete one or more fields from the results.

Extract Field Extract a specific piece of information from the results, for example to use as input for another
service within the same mashup.

Replace Text Replace a specific piece of text in the results with a different text.

Convert Text Convert text based on conditional rules. For example, by applying formatting to the text.

Concatenate Text Concatenate text in the results. For example, you can use this action to concatenate two
parameters in the search results to display in the same field.

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 Replace Value Replace a value in the results based on conditional rules.

Arithmetic Operation Perform an arithmetic operation with the results based on operation rules.

Output Parameters
For mashup categories that allow the results data returned by the service to be integrated back into the
screen, click +Output Parameters to add a Mashup Out-Port building block to the mashup.
Adjust the display settings of the mashup results.
By default, the results are displayed in a table format. Click Edit Display Settings and select one or more
formats in which the mashup will be made available to all users. You must specify a default display option.
For each display option you can also configure additional display properties, such as the maximum number
of items that should be displayed. Note that the XML view is provided for your information while creating
the mashup but will not be shown to other users.
If required, you can also change the default refresh settings that are used to determine when the Web
service used in the mashup is called. You have the following options:
• Refresh on Mashup Loaded: Deselect this checkbox if you do not want the Web service to be called
when the mashup is loaded for the first time.
• Refresh on In-Port Data Changed: Deselect this checkbox if you do not want the Web service to be
called when the user changes the in-port value.
These options can be used if, for example, your mashup involves complex services such as calculations or
uses a paid service such as an SMS sending service that should only be triggered manually.

5. On the Review step, you can view how the mashup will be displayed to users. Review your settings and click
Confirm to create the mashup.

4.1.5  Create HTML Mashups

Create HTML mashups to embed an HTML or JavaScript based Web page into a screen of your SAP cloud
solution.

 Note

Some Web services may pass your business data to a third-party organization, for example, account data
is passed to a search engine when performing a reverse lookup in an online address book. We recommend
that you check whether the mashup conforms to your company’s data privacy policies before activating the
mashup.

Prerequisites

You know the URL of the Web site that you want to embed.

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Procedure

Go to Administrator Mashup Authoring . Click New HTML Mashup , and and follow these steps:

1. Under General Information, perform the following steps:

1. Select the Port Binding Type. The port binding defines which screen out-ports or in-ports can be used
in the mashup and on which screens the mashup can be used.
• If you select With Port Binding, click the value help to choose a port binding from the available list.
• If you select Without Port Binding, choose a mashup category from the dropdown. The mashup
category is used to group mashups by the type of information they provide.
2. Enter a name and a description for the mashup.
The mashup name will be displayed to business users when using the mashup.

 Note

By default, the status of mashup is Inactive. This means it will not be available for use when saved.
If you want users to access the mashup immediately, change the status to Active.

2. Under Configuration Information, enter the following information:

• Specify the type of mashup you want to create. That is, select whether you want to enter HTML code
or a URL.
Depending on what you have selected, do one of the following:
• Enter a URL
1. Enter a URL in the URL field and click Extract Parameters.
The system extracts the parameters from the URL and adds them to the table below, where
you can edit constants and bind parameters to the screen out-ports available for the selected
port binding.

 Note

For URLs that do not use queries you can manually add curly brackets around terms
that should act as placeholders. For example, in the URL https://mail.google.com/
mail/#search/SAP, you can replace the word SAP with a search term in curly brackets,
for example, {term}. If you then enter https://mail.google.com/mail/#search/
{term} in the URL field and click Extract Parameters, the word in brackets is extracted as
a parameter.

2. Click Preview to display the end result of the mashup.

• Enter HTML Code
1. In the HTML Code Editor you can copy or enter your own HTML code.
In addition, you can use a third-party REST service or create your own REST service. We
recommend that you use JSON service protocol for your REST service.
To add the Web service to the HTML mashup, click Add REST Service and select a Web service
from the REST Services dialog box. The code template of the API is inserted automatically in
the HTML code editor.

 Note

To assist you in coding HTML Mashups, some example APIs are documented here:
Example APIs for HTML Mashups [page 45].

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 2. Under Input Parameters and Output Parameters, the parameters are listed depending on the
port binding that you have chosen. If required, you can copy the string code for a parameter
to the HTML code editor by selecting the parameter and clicking Copy. The string code of the
parameter is copied to the first row of the editor. You can then move this code string to the
required location in the code.
3. Click Preview to display the end result of the mashup.
4. To test the mashup, you can enter sample values for the parameters, and click Update
Parameter Values to the right of the HTML code editor.

 Note

If you change the code, you need to click Preview again to display the updated result of the
mashup.

• Adjust the display height, as required. The default height is 200 pixels.
3. Save your changes.

4.1.6  Example APIs for HTML Mashups

This document provides some example APIs to help you to code HTML mashups.

External REST Service Call

Method

sap.byd.ui.mashup.callService(serviceOptions)

Usage

When you click Add REST Service in the toolbar of the editor, the code template of this API is inserted
automatically.

Parameters

serviceOptions is a JSON object with the following parameters:

Parameter Description Mandatory/Optional

serviceID The ID of the REST service called Mandatory

parameter A JSON object that parameterizes the Optional

service

onComplete Callback method name if the service Optional

call succeeds

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Parameter Description Mandatory/Optional

onError Callback method name if the service Optional

call fails

Example

sap.byd.ui.mashup.callService({
 
serviceId: 'CW00001'
 
parameter: {'query': 'SAP',},
 
onComplete: 'serviceCallback_CW00001',
 
onError: 'exceptionHandler_CW00001'
 
});
 

Responding to Application Context Update

Method

sap.byd.ui.mashup.onContextUpdate()

Usage

If a port binding is assigned in the mashup, all the context parameters from out-port of the application and the
pre­defined system parameters are displayed in the Input Parameters table. If you select an input parameter
and click Copy, the system automatically copies the parameter in the selected row as a code string to the first
line of the editor. You can then move this code string to the required location in the code.

After you have finished entering the code and clicked Preview to preview the results of the mashup, you can
test the onContextUpdate API. Enter sample values for the input parameters and then click Update Parameter
Values.

Parameters

The context can be accessed via sap.byd.ui.mashup.context, which is a JSON object with the following objects:

• In-port
if the mashup defines port binding, the values from the corresponding application out-port can be
accessed by using inport.ParameterName.
• System
Mashup system parameters

Parameter Description

system.LogonLanguage Current display language in your SAP solution

system.ProductVersion Current version of your SAP solution

system.ShortHostname Short host name of your SAP solution

Example

sap.byd.ui.mashup.onContextUpdate = function() {

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var ctx = sap.byd.ui.mashup.context;
// context parameters
 
console.log('Logon language:' + ctx.system.LogonLanguage);
 
// whole list of parameters for Port Binding Reverse Lookup
 
console.log('Company name:' + ctx.inport.CompanyName);
 
console.log('Address:' + ctx.inport.Address);
 
console.log('Street:' + ctx.inport.AddressStreet);
 
console.log('Street with house No.:' + ctx.inport.AddressStreetHouseNumber);
 
console.log('House No.:' + ctx.inport.AddressHouseNumber);
 
console.log('City:' + ctx.inport.AddressCity);
 
console.log('Country:' + ctx.inport.AddressCountry);
 
console.log('Country code:' + ctx.inport.AddressCountryCode);
 
console.log('Postal code:' + ctx.inport.AddressPostalCode);
 
console.log('State/province:' + ctx.inport.AddressStateProvince);
 
console.log('State/province code:' + ctx.inport.AddressStateProvinceCode);
 
};
 

Write Back Data to Application UI

Method

sap.byd.ui.mashup.fireResultUpdate(resultObject)

Usage

To consume this API, a writeback port binding (for example, Reverse Lookup) should be specified in the
mashup. The Output Parameters table contains the parameters used to write back data to the corresponding
application in-port. Click Copy to copy the corresponding parameter of the selected row to the editor. Using
this API method, the preview values are filled with the values from the HTML application.

Parameters

resultObject is a JSON object which reflects the corresponding in-port of the application UI.

Example

// Example: Port Binding Reverse Lookup

 
// Address is a local object.
sap.byd.ui.mashup.fireResultUpdate({
 
'CompanyName': address.name,
 
'AddressStreetHouseNumber': address.street,
 
'AddressStreet': address.street,
 
'AddressCountryCode': address.country,
 
'AddressStateProvinceCode': address.state,
 
'AddressCity': address.city,
 
'AddressPostalCode': address.zipCode
 
});
 

4.1.7  Copy Existing Mashups

Create a copy of a mashup delivered by SAP or partners. This enables you to adapt preconfigured mashups or
to create your own mashup based on the configuration settings of an existing mashup.

1. In the Mashups Authoring view, select the mashup you want to copy by clicking on the mashup name.
2. On the mashup details screen, click Copy.

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 The system opens a copy of the mashup.
3. Enter a new name for the mashup and adapt the configuration settings, as required.
4. Save your changes.

4.1.8  Delete or Deactivate Mashups

Delete or deactivate mashups that you and other users have created.

1. In the Mashup Authoring view, select a mashup.

2. Click Delete, or Deactivate.
If you click deactivate, the mashup is no longer visible on screens. If you select delete, the mashup is
removed from the Mashup Authoring view and is also deleted from all screens for which it had been made
visible.

4.1.9  Track Flexibility Change Log for Mashup Authoring

Track and manage changes made in the adaptation mode.

The Flexibility Change Log view contains all changes that have been made by administrators in adaptation
mode and in the Mashup Authoring view regardless of the version you are using. This includes changes to
screens, extension fields, and mashups. This view allows administrators and auditors to trace the way in
which data is being accessed by users. For example, by creating calculated extension fields and mashups,
administrators can grant users access to data that they were not originally authorized to access. You can
access this view from the Administrator work center.

You can use this view to track and manage changes to objects. By default, the list of changed objects displays
all objects that have been changed by you. You can view changes made by others by selecting an option from
the Show dropdown menu. In the Status of Changes column, you can see whether the object contains any
changes that have not been published. You can then decide whether to publish or discard all changes to the
object. For each changed object you can also view the change history which is a detailed log of each change
that has been made.

To help you keep track of why changes were made, you can add a tags to the individual changes in an object's
change history.

View the Change History of an Object

1. In the Flexibility Change Log screen, select a changed object.

2. Click Change History.
The Change History screen opens displaying a list of all changes that have been made to the object. You
can filter for your changes only, or view changes by all users. You can also sort the list for changes that have
not been published.

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Add Tags to Changes

You can add tags to individual changes in the change history of an object. This helps you keep track of why you
made your changes, for example, if you made the change in the context of a scope change project.

1. In the Flexibility Change Log screen, select a changed object and click Change History.
The Change History screen opens displaying a list of all changes that have been made to the object.
2. On the Change History screen, select a row in the table and enter a text in the Tag column.
We recommend that you use one or more key words related to why you have made this change. If you enter
multiple tags for different changes, these are listed for the changed object on the Flexibility Change Log
screen.

Publish Non-Published Changes

You can publish changes that have been made to an object but which have not yet been published.

1. In the Flexibility Change Log screen, select a changed object that contains not published changes.
2. Click Publish.
The changes are made visible to other users.

Discard a Single Change

You can discard a single change to an object if it has not been published.

1. In the Flexibility Change Log screen, select a changed object and click Change History.
2. On the Change History screen, select a row in the table and click Discard.
The administrator change is deleted from the object.

Discard All Changes for an Object

You can discard all administrator changes to an object.

1. In the Flexibility Change Log screen, select a changed object.

2. Click Discard.

All administrator changes are deleted from the object and it is restored to its original state.

Export a List of All Changed Objects

You can export a detailed list of all changed objects containing all changes that were made to each object. Note
that to use this function, you must install the add-In for Microsoft Excel® on your local computer.

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1. In the Flexibility Change Log screen, select All Changes from the Show dropdown menu.
All changed objects are displayed along with all changes.
2. Click Export.
3. On the Export To Microsoft Excel dialog, select a language and click Download.

4.2 Create Mashup Web Services

Create mashup web services to integrate third-party services with your solution.

As an administrator, you can create mashup web services to integrate third-party web services with SAP Cloud
for Customer and use them in data or HTML mashups. You can integrate the following types of web services:

• RSS/Atom
• REST
• SOAP

Prerequisites

• For RSS or Atom feeds, you know the end-point URL of the Web service or the WSDL location.
• For REST Web services, you need to know the request URL as well as any relevant parameters.
• For SOAP Web services, you need to know the WSDL location (URL).

Typically, you can find this information on the Web site of the service provider.

Procedure

Navigate to Administrator Mashup Web Services . Click New, select the type of web service you want to
create, and follow these steps:

1. Enter a name and description for the web service.

2. Depending on the type of mashup you are creating, do the following:
RSS or Atom Feed
1. On the RSS/Atom Service screen, under Service Information, select an authorization method, if
required.

 Note

You can only use the OAuth 1.0 standard to authenticate users accessing the service if OAuth 1.0
is supported by the provider. You can find all of the information required on the Web site of the
provider.

2. Enter the URL of the RSS or Atom feed and click Extract Parameters.

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 The system extracts any parameters and displays them under Input Parameters. You can adjust these
as required. Note that only those parameters that have empty constants can later be mapped to a
mashup in-port or user input with default or dynamic values when creating a data mashup.

 Note

For URLs that do not use queries you can manually add curly brackets around terms that should act
as placeholders. For example, in the URL https://mail.google.com/mail/#search/SAP, you can
replace the word SAP with a search term in curly brackets, for example, {term}. If you then enter
https://mail.google.com/mail/#search/{term} in the URL field and click Extract Parameters,
the word in brackets is extracted as a parameter.

REST
1. On the REST Service screen, under Service Information, select an authorization method, if required.

 Note

You can only use the OAuth 1.0 standard to authenticate users accessing the service if OAuth 1.0
is supported by the provider. You can find all of the information required on the Web site of the
provider.

2. Select an HTTP method.

3. Depending on the method you selected, do the following:
If you selected GET:
1. Enter the URL of the web service and click Extract Parameters.
2. The system extracts any parameters and displays them under Input Parameters. You can adjust
these as required.

 Note

For URLs that do not use queries you can manually add curly brackets around terms that
should act as placeholders. For more information, see the related note in the RSS or Atom
Feed section.

If you selected POST:

1. Select a content type. If you select Form, proceed as described in the GET method. If you select
XML Body, proceed as follows.
2. Enter the URL of the web service and the XML code.
3. Click Generate Body Parameters to extract the parameters from the code, if applicable.
The system extracts any parameters and displays them under Input Parameters. You can adjust
these as required. Note that only those parameters that have empty constants can later be
mapped to a mashup in-port or user input with default or dynamic values when creating a data
mashup.

 Note

You can also use curly brackets to define parameters in POST XML bodies. For example,
you can replace a value returned by the REST service with a placeholder, for example
{placeholder}, which can then be mapped to a screen out port in a mashup.

SOAP
1. On the SOAP Service screen, under Service Information, enter the WSDL URL and click Import.
The system extracts the WSDL content.

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 2. Select a service operation.
3. If required, click Copy Description to copy the service operation description into the mashup’s Service
Description under General Information.
4. Enter constants, if required.
Only those parameters that have empty constants can later be mapped to a mashup in-port or user
input with default or dynamic values when creating a data mashup.

 Note

The following restrictions apply when creating SOAP-based web services: the XSD extensions
union, list, and restriction are not supported; it is not possible to use header messages, imports
in WSDLs, and maximum or minimum occurrence indicators; the XSD complex type structure is
always handled as a sequence; for WSDLs containing more than one service, multiple ports with
the same name are not supported; and SOAP 2.0 is not supported.

3. Save your changes.

4. Select Activate to make the web service available for integration with a data or HTML mashup.

4.3 Add Mashups on Screens

As an administrator, you can add a mashup to a screen and make it visible to all users. Each mashup can be
added to a predefined set of screens based on the mashup category and port binding.

 Tip

Alternatively, if you do not want to make a mashup visible to all users who have access to a screen, then
individual users can add the mashups by going to Personalize Start Personalization . This means that
only users who have personalized the screen will be able to use it.

Prerequisite

The mashup has been activated.

Procedure

1. Navigate to the screen on which you want to make the mashup available to all users.
2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.

3. Click the blue icon on a header, section, or tab and the system highlights the area with a red border

to indicate that changes can be made. In the side pane, click the reverse arrow icon to navigate to the
View.

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  Note

• You can add URL mashusps in headers only.

• You can add HTML and Data mashusps in sections and tabs only.

4. Click Add Mashup to open a new window.

5. Select the row that contains the required mashup to display the Properties header.
6. Select the checkbox against the same mashup to make the properties editable.
7. If required, you can adjust the appearance of the mashup by selecting one of the following options under
Properties.

 Note

The options available to you will vary depending on the mashup.

• Appearance
• New Screen Section: The mashup is embedded directly into the screen as a new section.
• Link: The mashup is embedded into the screen as a link. This is available for URL mashups only.
• Select the Full Width checkbox if you want the mashup to take up the full width of the screen.
• Select the Show Pane Header checkbox if you want to see the mashup title on the screen.
• Height(%)
You can define the height of HTML Mashups to be displayed in the available screen. For example, if you
set the value of Height(%) to 100, the newly added mashup will occupy the full height of the screen.
8. If the Input Binding or Output Binding section is displayed, select the extension fields that should be
mapped to the parameters.
9. Click Apply.
10. To save your settings, click your profile and select End Adaptation.

 Note

We recommend that you do not add more than one mashup on a screen. This can cause delays and affect
performance.

4.4 Add Mashups as Tabs

As an administrator, you can add a mashup as a new tab.

Using page layouts and visibility property you can control who is allowed to use the mashup.

To add a mashup as a tab, follow these steps:

1. Create a tab on a screen.

1. Navigate to a screen where you want to add the mashup.
2. Click your profile on the top right corner of your screen, and select Start Adaptation. The system opens
in the Adaptation Mode and the section where the changes can be made is highlighted with a red
border.

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 3. In the side pane, under Overview, click Add Tab .
4. In the Tab dialog box, add a title for the new tab and a new section.
5. Click Apply. The new tab is added to the header of the screen.
2. Add a mashup to the tab.
1. Navigate to the new tab and open it.

2. Click the blue icon . The system highlights the area with a red border to indicate that changes can
be made.

3. In the side pane, click the reverse arrow icon to navigate to the View.
4. Click Add Mashup to open a new window.
5. Add the mashup. For more information on how to add mashups, see Add Mashups on Screens [page
52]
6. To save your settings, click your profile and select End Adaptation.

4.5 Web Service Message Monitoring

The Web Service Message Monitoring view allows you to monitor and process web service messages that are
based on the SOAP protocol.

The default view in Web Service Message Monitoring offers the following messages:

• All asynchronous messages

• Synchronous messages with errors

To see all synchronous messages, go to the action menu and select Start Trace. The trace is active for 30
minutes. To stop the trace, go to the action menu and select Stop Trace.

Web Service Message Monitoring aggregates information from several sources and synchronizes this
information automatically every 15 minutes. The last synched time is available in the user interface. To
manually start the synchronization, select Refresh. Synchronization can run for longer depending on the
number of messages to be processed.

 Caution

The Web Service Message Monitor is intended for technically skilled persons with in-depth knowledge of
SOA technology.

Retention Period for Asynchronous Messages

Message Status Retention Period

Messages in status Successful or Canceled 42 days

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 Message Status Retention Period

Messages with errors 90 days + 5 days

 Note

Asynchronous messages with errors automatically

move to Canceled after 90 days. After a further 5 days,
these messages are deleted.

Retention Period for Synchronous Messages

Message Status Retention Period

Messages in status Successful 2 days

 Note

Successful synchronous messages are available only

when a trace is activated.

Messages with errors. 62 days

Tasks and Actions

The following tasks and actions can be performed in the Web Service Message Monitoring view:

1. Sort and Filter

Use Sort, Donut Chart, or Advanced Search to find the messages relevant to you.
2. Message Details
Selecting a web service message and review details such as Status, Message ID, Parent Message ID, SAP
Passport ID, Detailed Error Information, Service Interface Name, Communication Party, User, Creation Date
Time, Last Execution Date Time, and Message Size.
3. Message Payload
To enable this feature, select the following scoping question:
Business Configuration Implementation Projects (your project) Edit Project Scope Scoping
Communication and Information Exchange Business Process Management Process-Integrated Input
and Output Management Web Service Message Monitoring Question: "Do you want to enable the
display of a message payload?"
To view the payload of a webservice message, select a message and select View Payload/Response
Payload . You can see the message in an XML format and also Download it for further analysis and
troubleshooting.

 Note

This feature is available only for synchronous messages.

For more information on messages with errors, select the message and navigate to View Error Log .

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4. Restart Failed Messages
Restart failed asynchronous messages as background jobs using one of the following actions:
• Restart Selected
Use this option to select up to 1000 messages for restart.
• Restart Based on filter criteria
Use this option to select all messages in a query for restart. This option doesn’t consider any filters set
in the query. To restart a large number of messages, use this option.
5. Cancel Failed Messages
Cancel any failed messages to avoid reprocessing and rewriting of older messages on newer data. Use one
of the following options:
• Cancel Selected
Use this option to cancel up to 1000 messages.
• Cancel Based on filter criteria
Use this option to cancel all messages in a query. This option doesn’t consider any filters set in the
query. To cancel a large number of messages, use this option.
6. Parent-Child Message
To navigate to parent-child messages, select a message and go to View Parent Message/Child
Messages . Parent-child relationship between messages occurs in the following cases:
• If an error occurs during processing of asynchronous inbound bulk messages, these messages could
be split. The bulk message is considered the parent message and the split message is considered the
child message.
• Often, there are two related asynchronous outbound messages. The first one is sent to a virtual
endpoint where tasks such as ID mapping and code list mapping are performed. The second message
is sent to the real endpoint. In this case, these messages are linked with a parent-child relationship.
7. Messages with Same Application Sequence
In cases where there are several inbound messages for the same business object ID, you can view their
sequence.
A business object could receive an older message after the latest message is already processed. In such
cases, the web service runtime's inbuilt sequencing automatically sets older messages to obsolete. The
sequencing is based on the SenderSequenceNumberValue field in the message payload.
To see the sequence of the inbound messages and analyze them, go to View Application Sequence
Messages .
8. Subscribe to Statistics
Subscribe to a daily email to see the statistics of successful, failed, and total messages. From the action
menu, click Subscribe. To unsubscribe from the daily email, select Unsubscribe.
9. Download Message List
To download messages, filter your messages as needed and go to Export To Microsoft Excel , select
your language and click Download.
You can also Export with errors and download a CSV.

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4.6 Configure External Search Sources

Learn how to activate or deactivate several external sources (URL mashups) that are shipped with the solution.

The enterprise search feature can be configured to include external sources. You can also add new external
sources by creating a new URL mashup of the News & Reference category.

Activate or Deactivate Existing External Search Sources

1. Go to Administrator Mashup Authoring .

2. Filter the list to show URL Mashups.
3. Sort the list by Mashup Category.
All the external search sources are of the category, News & Reference.
4. To activate a source, select the table row for that mashup and click Activate.
That URL mashup is now active and available for selection in the enterprise search drop down list.
5. To deactivate a source, select the table row for that mashup and click Deactivate.
That URL mashup is now inactive and is not available for selection in the enterprise search drop down list.

Add a New External Search Source

1. Go to Administrator Mashup Authoring .

2. Click New, then URL Mashup.
3. Complete the required entries and save your new mashup.

 Caution

The Mashup Category must be News & Reference.

The Port Binding must be Search Provider.

The Status must be Active.

The new URL mashup is now available for selection in the enterprise search drop down list.

4.6.1  Configure Google Maps or AutoNavi Maps

Administrators can configure Google Maps or AutoNavi Maps for different accounts.

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Configure the Maps Mashup

To enable map view via mashup, proceed as follows:

1. Choose Administrator Mashup Authoring .

2. On the Mashup Authoring screen, select Custom Mashups from the dropdown menu.
3. Perform a search for the mashup ID. The mashup IDs for the available maps are as follows:
• Google - SM00078
• AutoNavi - SM00079: For use in the countries such as China where Google Maps are not supported.
4. Select the mashup and click Enter API Keys. The Enter API Keys dialog box opens.
5. Click Show API Key and, in the API Key Value column, enter the API key that you received from the service
provider.
6. Save your changes.

 Note

• The use of the Google Maps Service is subject to Google Terms of Service, which are written in http://
www.google.com/intl/en/policies/terms/ . If you do not accept such Terms of Service, including but
not limited to all limitations and restrictions therein, you may not be able to use Google Maps Service
in SAP Cloud for Customer. The use of Google Maps Service in or through SAP Cloud for Customer
constitutes your acceptance of Google Terms of Service, and it can be terminated by SAP without
reason at any time and SAP is not required to provide an equivalent service via another provider.
As a prerequisite, please create a support ticket to obtain and use the SAP API key for Google Maps.
• The use of AutoNavi Maps Service is subject to AutoNavi Terms of Service, which are written in
https://lbs.amap.com/home/terms/ . If you do not accept such Terms of Service, including but not
limited to all limitations and restrictions therein, you may not be able to use AutoNavi Maps Service
in SAP Cloud for Customer. The use of AutoNavi Maps Service in or through SAP Cloud for Customer
constitutes your acceptance of AutoNavi Terms of Service, and it can be terminated by SAP without
reason at any time and SAP is not required to provide an equivalent service via another provider.
As a prerequisite, please create a support ticket to obtain and use the SAP API key for AutoNavi Maps.

4.6.2  Configure Knowledge Base Integration

Enable agents to search for solutions and attach articles to responses without having to leave the workspace by
integrating an external knowledge base.

Overview

By integrating an external knowledge base, you enable agents to search for solutions and attach articles to
responses without having to leave the workspace. The workspace will also include a list of recommended
articles based on an automatic search of the knowledge base using the product and other keywords identified
via text analysis as the search parameters.

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Prerequisites

• You have an external knowledge base that supports the OpenSearch standard with an RSS or Atom based
search API.
• You know the URL for the API (from your knowledge base vendor).
• You know the search term input parameter for the API (from your knowledge base vendor).

 Note

Single sign on (SSO) is not supported for knowledge base integration.

Enabling Knowledge Base Integration

As part of your scoping activities for your SAP Cloud for Customer implementation project, you need to enable
the Knowledge Base Integration business option. This basically turns on the solution finder feature of the
workspace where your external knowledge base is integrated.

1. Go to Business Configuration Implementation Projects and select the relevant implementation

project.
2. Click Edit Project Scope.
3. Click Next > until you reach Questions.
4. In the Scoping Elements list, select Service Customer Care Service Request Management .
5. Enable Knowledge Base Integration by selecting In Scope for that question.
6. Click Next .
7. Review and confirm your project scope.

Creating a Knowledge Base Web Service

1. Go to Administrator Mashup Web Services .

2. Click New, then RSS/Atom Service.

 Note

Single sign on (SSO) is not supported for knowledge base integration.

3. Enter the URL of the RSS or Atom feed and click Extract Parameters.
The system extracts any parameters and displays them under Input Parameters.
You can also manually enter the input parameters if you know them.
4. Adjust the input parameter values as required, ensuring that the search term parameter is blank.

 Example

For example, if the URL for the RSS or Atom feed for your knowledge base vendor is https://
KBvendor.com/search?q=test, then the system would extract the parameter, q, with the constant,
test. You would need to delete the constant value so it remains blank.

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5. Save your entries.

Creating a Knowledge Base Data Mashup

Once you've created the web service for your knowledge base, you need to create a data mashup to specify the
mapping between the search parameters used by the system and the web service input parameters.

1. Go to Administrator Mashup Authoring .

2. Click New, then Data Mashup.
The guided activity for creating a new data mashup opens.

Defining the General Information

1. For Mashup Name, enter KNOWLEDGE_BASE.

 Caution

The name must be KNOWLEDGE_BASE.

2. For Mashup Category, choose News & Reference.

3. For Port Binding, choose Knowledge Base Search.
4. Click Finish & Activate.

Defining the Mashup Details

1. The knowledge base web service you created needs to be added as a source for the data mashup.
Click on the Sources tab.

 Tip

Depending on the size of your screen, you may have to scroll within the left pane to see the Sources tab.
By default, the Parameters tab is active.

2. Drag and drop the RSS/Atom Services building block onto the central authoring canvas.
3. In the dialog box, select the web service you created for your knowledge base.
4. Using the cursor, draw a connection between the bottom of Mashup In-Port and the top of Fetch Feed boxes
of the new service.
5. With Fetch Feed selected, in the properties pane on the right, select SearchExpression for the search term
parameter.
6. Now with Mashup In-Port selected, in the properties pane on the right, enter a search expression that
you're sure will return results.
7. Click Preview Result.
The results of your search expression are displayed in the result pane.

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 8. If the results are what you expected, click Next .

Reviewing the Mashup

If all the information for the mashup is correct and OK, save it by clicking Finish.

 Caution

Make sure the status is active.

4.6.3  Configure the URL Shortener

Learn how to configure the URL shortner using an existing web service.

The URL Shortener is used when attaching knowledge base articles to message responses. It is configured
using an existing web service.

1. Go to Administrator Mashup Web Services .

2. Search for the BYD_COD/BITLY service.
3. Select the service and click Enter API Keys.
The Enter API Keys dialog box opens.
4. Click Show API Key and, in the API Key Value column, enter the Bitly login and API key provided by the
service provider.

 Example

For example, you can find the Bitly values at http://bitly.com/a/your_api_key/.

5. Save your changes.

4.6.4  Configure the Chat URL Generator

Learn how to configure a chat URL generator using an existing mashup web service.

Overview

The chat URL generator enables an agent to send the customer an invitation and link to a chat session. It is
configured using an existing mashup web service.

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  Note

This mashup web service integrates with a third-party chat solution by SnapEngage. SAP is not responsible
for setup or support. Contact SnapEngage directly if you have questions or issues related to chat
integration.

Prerequisites

• You have an account with SnapEngage.

• You have enabled the Application Programming Interfaces (APIs) scoping element.
1. Go to Business Configuration Implementation Projects then select your project and click Edit
Project Scope.
2. Click Next until you get to Scoping.
3. Then under Communication and Information Exchange Business Process Management , select
Application Programming Interfaces (APIs).

Configuring the Web Service

1. Go to Administrator Mashup Web Services .

2. Search for the BYD_COD/SNAPENG service.
3. Select the service and click Enter API Keys.
The Enter API Keys dialog box opens.
4. Click Show API Key.
5. Enter the API Key Value provided by SnapEngage for each of the following API keys:
• w
This is the API key GUID and will look something like this: ad02xxx1-fax3-xxx7-
axxxd-4xx2f1e64xxx
• b
This is the URL of the page you want to display behind the SnapEngage chat client when a customer
opens the chat link sent by an agent. For example: http://www.<your company>.com/<product
support>.
6. Save your changes.

Results

The insert chat link option is now available in the workspace.

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4.6.5  Configure Web Services for Klout

Learn how to configure Klout web services for Twitter social media customer profiles and to retrieve the
customers' Klout scores and associated information.

Overview

The Klout web services are used for Twitter social media customer profiles to retrieve the customers' Klout
scores and associated information. There are two existing web services for which you need to maintain the API
keys.

1. Go to Administrator Mashup Web Services .

2. First, search for the BYD_COD/KLOUT service.
3. Select the service and click Enter API Keys.
The Enter API Keys dialog box opens.
4. Click Show API Key and, in the API Key Value column, enter the API key provided by the service provider.
5. Save your changes.
6. Next, search for the BYD_COD/KLOUTUSER service.
7. Select the service and click Enter API Keys.
8. Click Show API Key and, in the API Key Value column, enter the API key provided by the service provider.
9. Save your changes.

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5 Home Page

See relevant information and activities, and plan your day with the home page. And get a high-level visual
overview of your sales data.

Home page displays preconfigured business cards based on your business role. You can click a card to see its
details. For example, you can click Today's Activities to see the details of your schedule and activities for today.
You can work with the different cards types, view report details, and also personalize the cards you want to see
on the Home page.

The news section on the home page helps you prepare for appointments and phone calls, by displaying stories
about the accounts related to your scheduled activities. The shelf card shows Flags and Favorite items. The
Feeds card shows the feed updates. Use the dashboard cards to drill down and view details and increase your
visibility into transactional data, KPIs, and reports. You can also do mark ups, add notes, and send e-mails right
from the home page.

Home page content is cached to improve the sign-in experience. Content caching loads the home page cards
faster and retrieves the home page content efficiently, keeping the user experience interactive. You can access
the home page cards with no updates immediately and don't have to wait for the home page to load completely
before using it. A visual transition shows the information being updated in the background. You can see the
cached information in gray. he cached data is shown immediately and any updates to the home page cards
automatically occurs in the background. You can see the previous information while the system updates the
cards with latest information. This transition takes no more than 5 to 10 seconds.

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  Note

Content caching is only available on sign-in.

Scope and Configure the Home Page [page 65]

Administrators can configure and adapt the home page for each user and business role.

Work with Card Types [page 71]

You have five different card types (KPI, Report, Tools, Filter, and Custom card) available in the solution.

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.1 Scope and Configure the Home Page

Administrators can configure and adapt the home page for each user and business role.

When you log on as the administrator and go to the home page to manage the make changes, you have two
options- Adapt and Personalize. With Adapt, you first choose the user role and then make changes for that user
role. Personalize allows you to make individual changes that you want for yourself and are also available for
every user to personalize their home page.

Log on as the administrator and go to the home page.

Select the pencil icon and then Adapt.

 Remember

• Adapt feature isn’t available in smartphones and in offline mode.

• Card navigation in offline is limited to Today’s Activities, Visits, and Custom report Floorplan cards in
browser and tablet.
• For an optimal performance experience, you get a warning message when you exceed the
recommended number of KPI and Report cards on the home page. The recommended maximum
number of KPI cards supported is 10 and the maximum number of Report-based cards (Custom
pattern cards like Bar Chart cards) supported is 4. You have the option to add additional cards, but it
impacts the performance.
• There’s no limit on recommended number of List cards, Tool cards, and Custom cards.
• Scorecard tab while selecting cards isn’t available.
• Using Search, you can find a report but you can’t open that report.

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5.1.1  Select User Role

The administrator can define the home page for each role.

Context

If the administrator does not define a home page for a role, the default home page layout is maintained. To
select a role and start defining the home page for all users with that role, do the following:

Procedure

1. Log on as the administrator and go to the home page.

2. Select the pencil icon and then Adapt.
3. The list of roles that appears are the business roles that you created when you set up your system.
4. Select a role whose home page you want to define and select Go.

5.1.2  Define Home Page Settings

The administrator can access home page setting as a gear icon on the home page.

As an administrator, under home page settings you can enable the users or roles to group cards on their home
page. To do so, check the checkbox Show cards in Groups under settings. You can also change the home page
to show as the default start page when the user logs in. To do so, you can uncheck the checkbox Set Home page
as the Start Page under settings.

5.1.3  Define Cards for a User Role

The administrator can define the cards for each role under adapt mode.

Procedure

1. In adapt mode, select a role and the different card types (KPI, custom, report, filter, and tools card) for the
user role.
2. To add cards, click, or tap the+ icon, located at the end of each card. As the administrator you have two
options for adding different cards-
1. Add Existing card: Select the different cards you want for the user or business role from the catalog.

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 2. Create Custom card: You can create the following type of custom cards:
• URL card: You can launch any URL directly from the URL card. The URL opens in a new tab.
• Floorplan card: With floorplan card option, you can create a card that launches any screen for a
work center or detail view in the solution that the user wants. Custom card also includes custom
screens the user has defined.
• Ticket Creation card: With the ticket creation card, you can create a new service ticket. Clicking
the card launches a guided activity floorplan (GAF). Once you’ve created the ticket, you can view it
under Service Tickets worklist.
• URL Mashup card: With the URL mashup card, you can open URL mashups from the home page.
While configuring the card, you can choose the mashup to configure from the mashup value help.
• HTML Mashup card: With the HTML mashup card, you can open HTML mashups from the home
page. While configuring the card, you can choose the mashup to configure from the mashup value
help.
• Message card: The message card can be used by the administrator to publish messages for
business users. As a part of the configuration, the administrator can set the message title,
message description, informational icon text, and the background color of the message card.

• Video card: Video card can be used by the administrator to configure video links for the users.
When you click the video link, it launches in a separate window. As a part of the configuration, the
administrator can set the title, description, and time frame for the video card.

 Note

Videos aren’t stored as part of SAP Sales & Service cloud.

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 • Kanban Card: You can configure Kanban card on the home page via adaptation. As a part of
the configuration, the administrator can create a Kanban card for an object. Based on the object
selection, the following information can be added sequentially -
• Data set query.
• Attribute (used for grouping on Kanban board and is restricted to attributes with only code
list).
• Visualization (Detailed or Vertical view in expanded or collapsed mode).
• Value (You can add values and set color for each value.)
• Display field and set the order in which the display fields should show.

The Kanban card helps teams manage and prioritize workflows effectively. Your administrator can
create new Kanban cards as part of creating new custom card.

 Note

Kanban board visualization supports 2 columns, 3 columns, 4 Columns & 5 Columns.

The Kanban card layout on the home page is available only on the desktop. When you click the
title, you navigate to the ticket list view for the query. When you click a subheading, you navigate
to the list view for the subheading query. For example, if you click Customer Action, you navigate
to the list view for the query Customer Action. When you click an object under the subheading,
you navigate to the object's detail view. You can view the Kanban card in collapsed and expanded
mode.

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  Note

• Kanban board can be created only on editable data set queries.

• You can’t edit and delete a Kanban card.

As a prerequisite, the administrator must create the Kanban custom card via adaptation on the
home page and publish to make the Kanban card available for the users.

 Note

URL Mashup and HTML Mashup custom cards are only available in Fiori client.

Do the following steps to create a custom card:

• Choose the custom card you want to create.
• Add the required fields and click Save. Custom card created is stored in the card Catalog.
3. If you want the changes, select Publish, and if you don’t like the changes you made, select Revert.
4. To go back, select Leave Adaptation Mode.

5.1.4  Define Settings for Each Card

As an administrator, learn how to define the setting for each card.

When you are in adapt mode, you can change the appearance of a card by selecting it. You can set the following
attributes for a card:

• card Visualization
• Available
• Visible
• Specify a group for the card, if grouping is available for the role.

Then, save the changes.

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5.1.5  Configure News Card

As an administrator, learn how to configure the News card.

Context

Configure the news card by either selecting the news source or by selecting the url for RSS feeds to show up on
the user's news card.

The Google News API is deprecated and gives errors on the current news card. See the Related Links for more
information. Therefore, the administrator can set up Bing News for all users and roles as the news card. You can
buy Bing News APIs and enable it in the solution. See the Related Links for more information.

 Note

Bing News has different markets based on country/region and language. Right now, in the solution the
market is preset only to US English for Bing news. This means that the business news is in English and from
US.

Depending on what is the user’s current news source, there are two use cases to change the news card to Bing
News-

• If the user currently has Google news set up for the news card.
• If the user currently has URL for RSS Feeds selected for the news card.

 Note

If you opted for Bing news or opted for RSS feed or already on RSS feed as new source, switching back to
Google news isn’t possible.

Follow the steps to set Bing News as the news source:

Procedure

1. On the home page, select the edit icon at the bottom-right corner.
2. From the pop-up select Adapt.
3. Select the user role.
4. Select the news card.
5. Select the link Switch to Bing New under Select News Source if Google news is set up as the news card.
Select API Key for Bing News if URL for RSS Feeds is set up as the news card.
6. Enter the API key and Save.
• If the news source is Bing News, no news is shown on the news card in offline mode.
• Bing news V7 is supported.

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Related Information

Build anything with Google

Microsoft Azure Cognitive Services

5.2 Work with Card Types

You have five different card types (KPI, Report, Tools, Filter, and Custom card) available in the solution.

 Note

Table view isn’t supported on the home page.

KPI Card [page 71]

Based on the KPIs defined by your administrator, you can launch an interactive dashboard or KPI
overview. KPI cards provide a snapshot of the key metrics. You can select the KPI card, to view
additional details.

Report Card [page 75]

A report card displays a graphical representation of a report.

Tools Card [page 81]

Tools card is available online and enhances your daily productivity.

Filter Card [page 84]

Filter card is a place where you can keep your custom queries as a list item to be run by the user on the
home page.

Custom Cards [page 84]

You can choose to create personalized cards to launch information from the home page.

5.2.1  KPI Card

Based on the KPIs defined by your administrator, you can launch an interactive dashboard or KPI overview. KPI
cards provide a snapshot of the key metrics. You can select the KPI card, to view additional details.

The system uses this pattern for KPI views with a threshold value defined. The following KPI cards are
supported:

• Gauge Pattern
The system uses this pattern for KPI views with a threshold value defined.
In Fiori Client, gauge helps extract complex information and gives a graphical view of how you’re doing
towards a goal. It shows KPI views with a threshold value defined and requires either target or threshold or
both to be maintained. It requires at least one of the two (Target or Threshold) to be maintained. Odometer
shouldn’t be used as a pattern for minimize.
There are three options here:

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 1. When the target and thresholds are maintained-
1. When the current value is less than target value, the odometer split into three sections. Red
section indicates alert, yellow section indicates warning, and the green section indicates on track
or better.
2. When the current value is greater than target value, the odometer displays shades of green,
indicating on track and exceeded by how much.
2. When the target is maintained but threshold isn’t maintained-
1. When the current value is less than target value, the odometer is split into two sections. Yellow
section indicating warning and the green section indicating on track or better. The current value is
displayed in the shade of yellow or neutral color.
2. When the current value is greater than target value, the odometer is split into yellow and green
sections. The current value is displayed in green.
3. When the threshold is maintained but the target isn’t maintained-
1. Odometer is split into three equal sections with red, yellow, and green color. The value is displayed
in a shade of the color where the current value falls.

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 card appearance for gauge report pattern.
• Progress Bar Pattern
This pattern is valid for KPIs and requires the target to be maintained. Only one color is displayed
depending on what the current value is and whether the threshold has been maintained or not.
In Fiori client, there are two options-
• No threshold maintained: When the current value is greater than target, you see that the color of the
progress bar is green.
• Threshold maintained: Depending on the current value vs target value, there can be a maximum,
minimum and in range value showing the progress bar in green, yellow, or red color.

Card Appearance for Progress bar Report Pattern

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 Card Appearance for Progress bar Report Pattern A

Card Appearance for Progress bar Report Pattern B

• Percentage Coverage Pattern
This pattern is applicable for reports and KPIs, where KPI requires the target to be maintained and report
should have two key figures.
In Fiori client, in this card pattern you can see, the percentage deviation that is, how much percentage
above or below target.

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 • In a maximize scenario, when the current value is greater than target, you see the complete circle in
light green indicating that the current value exceeds target. The dark green color indicates by how
much percentage it exceeds.
• When the current value is lesser than the target value, you see the percentage for the current value in
neutral color or based on defined thresholds.
• In the minimum scenario, the color pattern is reversed.

Card Appearance for Percentage Coverage Report Pattern in Fiori Client

Related Information

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.2.2  Report Card

A report card displays a graphical representation of a report.

You can select the report card, for detailed analysis of the report. For optimal performance, we recommend not
to add more than 4 reports on the home page. Reports with table aren’t supported. The following report cards
are supported:

• Absolute Value Pattern

The system applies this pattern to report views with one key figure. The key figure header appears as text
at the lower right of the card.

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 Card Appearance for Absolute Value Report Pattern
• Percentage Coverage Pattern
This pattern is applicable for reports and KPIs, where KPI requires the target to be maintained and report
should have 2 key figures.
In Fiori client, in this card pattern you can see, the percentage deviation that is, how much percentage
above or below target.
• In a maximize scenario, when the current value is greater than target, you see the complete circle in
light green indicating that the current value exceeds target. The dark green color indicates by how
much percentage it exceeds.
• When the current value is lesser than the target value, you see the percentage for the current value in
neutral color or based on defined thresholds.
• In the minimum scenario, the color pattern is reversed.

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 Card Appearance for Percentage Coverage Report Pattern in Fiori Client
• Top Three Pattern
The system applies this pattern to report views with one key figure (without a total) and one characteristic.
This pattern shows the top key figure values.
In Fiori client, the data is represented as a comparison chart.

Card Appearance for Top Three Report Pattern

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 Card Appearance for Top Three Report Pattern
• Aggregated Value Pattern
The system applies pattern four to reports similar to reports represented by pattern 3 (one key figure and
one characteristic), which also include a result.

Card Appearance for Aggregated Value Report Pattern

• Double Progress Bar Pattern
The system applies this pattern to report views with two key figures.

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  Note

This pattern isn’t available in Fiori client.

Card Appearance for Double Progress bar Report Pattern

• Headline Pattern
The system uses this pattern for highlighting KPIs that have values outside the defined threshold
parameters. (If above or below threshold, then text appears highlighted and as header). This card is ideal
for use to display exceptional trending metrics.
You have the option of choosing from any one of the two patterns.

 Note

This pattern isn’t available in Fiori client.

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 Card Appearance for Headline Report Pattern A

Card Appearance for Headline Report Pattern B

• Trendline Pattern
The Trendline pattern is based on a report with 2 key figures and no dimensions. The system uses this
pattern to visualize report output as a trendline.

 Note

This pattern isn’t available in Fiori client.

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 Card Appearance for Trendline Report Pattern

Related Information

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.2.3  Tools Card

Tools card is available online and enhances your daily productivity.

Tools cards include the following:

• News card: News card displays contextual news and RSS feeds.
• My Upcoming Activities card: My upcoming activity card displays a live tile with the upcoming events from
your calendar. You can manage your events and calendars with the card.
• My Tasks card: My task card displays the optimized view of your tasks and clicking on the card allows you
to quickly navigate to the task work center. The number of overdue tasks, if present, are displayed in a red
font. Otherwise, tasks displayed are prioritized by Today, This Week, This Month, or as Open Tasks.
• My Team Tickets card: In my team tickets card, you see the information about your top 5 team members
with the maximum number of active tickets, and a priority-based breakdown. When you click My Team
Tickets, you navigate to the ticket list view for the query Team Queue. And, when you click a team member,
you again navigate to the ticket list view for the query Team Queue but only see tickets for the team
member.

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  Note

If there are less than 5 assigned agents in the ticket list, then you see the fifth entry in the My Ticket
Card as Others. Others category shows all the unassigned tickets in the ticket list.

• Quick Links card: Quick links card launches the quick create screen for an object. In the 2008 release, the
quick links card is predelivered by SAP and not configurable. Based on the number of entries visible in card,
quick link card supports two card sizes.

 Note

In upcoming releases, configuration options will be available, and you’ll be able to configure different
types of links like reports, filters, dashboards, KPI & external links in the quick links card.

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 • My Tickets card: My tickets card displays a summary of your tickets in kanban board layout. In the 2008
release, the kanban board layout is predelivered by SAP and not configurable. The kanban board layout on
the home page is available only on the desktop. When you click My Tickets, you navigate to the ticket list
view for the query My Tickets. When you click a subheading under My Tickets, you navigate to the list view
for the subheading query. For example, if you click Customer Action, you navigate to the list view for the
query Customer Action. When you click an object under the subheading, you navigate to the ticket’s object
detail view. You can view the My Tickets card in collapsed and expanded mode. By default, the ticket card
opens in expanded mode, and if there’s no data (the All ticket query is 0), then it opens in collapsed mode.
You can see a maximum of 4 ticket statuses, and for each status, a maximum of 5 records are available that
are sorted based on Last change datetime in descending order.

 Note

• In upcoming releases, configuration options will be available for the kanban board layout.
• Ticket kanban board layout isn’t supported in tablets and smartphones.

The administrator can add the My Tickets card to the home page via Add Existing Card option under
adaptation. Currently, administrator can only control the visibility of kanban board but can’t create new kanban
boards or change the configuration of the predelivered kanban board.

Prerequisites to add my tickets card:

• The following fields are available in the list view:

• Subject
• Priority
• Status
• Customer
• Changed on Field
• The user should be authorized to view My Tickets as the default set query.
• The list is always sorted on Changed on field in descending order.

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• For the kanban board to function properly, and display data, all the standard fields, including status should
be available in the ticket list view. Currently, there are 4 standard fields added to the ticket card:
• Ticket subject that is a link and navigates to ticket new quick view or the ticket detail view
• Ticket priority
• Customer name
• Ticket ID

Limitations

• In the 2008 release, the ticket card isn’t configurable. The administrator can’t add or remove any field or
change the sorting order.
• Kanban board is read-only, and you can’t perform actions on the ticket list in kanban board.
• Ticket card is available only on the desktop.

Related Information

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.2.4  Filter Card

Filter card is a place where you can keep your custom queries as a list item to be run by the user on the home
page.

Filter cards provide quick access to your saved queries. You can select the filter card to go to the saved query.
You see the custom queries as list items on the filter card. When you select a query, you directly navigate to the
list. Thus, improving the usability and reducing the number of clicks. To see the filter card on the home page,
ask your administrator to make the card visible and available for your role. Once you adapt or personalize the
home page to show the filter card, the solution adds your saved queries automatically.

Related Information

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.2.5  Custom Cards

You can choose to create personalized cards to launch information from the home page.

You can maintain text for multiple languages in the custom cards.

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  Note

For custom cards on the home page, English is the default language, and the English text shows up for
all the different languages until changed to a specific language. For example, you only see the English text
when you log in to German if the language isn’t changed. However, the administrator can always change
and maintain the German language under adaptation.

Custom cards display an icon, and can be set to launch the following:

• URL card: You can launch any URL directly from the URL card. The URL opens in a new tab.
• Floor plan card: With floor plan card option, you can create a card that launches any screen for a work
center or detail view in the solution that the user wants. Custom card also includes user­defined custom
screens.
• Ticket creation card: With the ticket creation card, you can create a new service ticket. Clicking the card
launches a guided activity floor plan (GAF). Once you’ve created the ticket, you can view it under Service
Tickets worklist.
• URL mashup card: With the URL mashup card, you can open URL mashups from the home page. While
configuring the card, you can choose the mashup to configure from the mashup value help.
• HTML mashup card: With the HTML mashup card, you can open HTML mashups from the home page.
While configuring the card, you can choose the mashup to configure from the mashup value help.
• Video card: Video card can be used by the administrator to configure video links for the users. When you
click the video link, it launches in a separate window. As a part of the configuration, the administrator
can set the title, description, and time frame for the video card. As a prerequisite, your administrator
must create the video custom card via adaptation on the home page and publish to make the video card
available for the users.

 Note

Videos aren’t stored as part of SAP Sales & Service cloud.

• Message card: The message card can be used by the administrator to publish messages for business
users. As a part of the configuration, the administrator can set the message title, message description,
informational icon text, and the background color of the message card. As a prerequisite, your

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 administrator must create the message custom card via adaptation on the home page and publish to
make the message card available for the users.

• Quick Links card: A quick links card serves as a launch pad tile for different source within Cloud for
Customer or for external links. Quick links card on home page shows the object icons and the query names
that help you to navigate. As a part of configuration, your administrator can create up to 10 links using
different link types. Configure quick links card on the home page via adaptation.
• Kanban card: A kanban card is a visual representation of work items with the ability to navigate. You can
configure kanban card on the home page via adaptation. As a part of configuration, your administrator can
create a kanban card for an object for any role.

5.2.5.1 Create Custom Cards

Your administrator can create a custom card as follows:

1. Go to home page.
2. Click the pencil icon ( ) on the right side and select Adapt.
3. Search and select the user role and click Go.
4. Click the add icon ( ) on the right side to open the Add Cards window.
5. Select Create Custom Card to open a new popup window.
6. Choose one of the following from the Type dropdown.
• URL
• Floorplan
• Ticket Creation
• URL Mashup
• HTML Mashup
• Video
• Message
• Quick Links
• Kanban
7. Add the required details and click Save.

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Create Quick Links Card

1. Follow the steps (1 to 5) in the Create Custom Cards topic.

2. From the Type dropdown, select Quick Links. The corresponding fields for the Quick Links configuration
show up with the selection.
3. Select the language from the dropdown and enter a name.
4. Go to Link 1 and select any of the following from the Link Type dropdown:
• Filter
• Create
• Report
• KPI
• External Link

 Note

You can't customize a Dashboard link type.

5. If you choose Filter as Link Type, you must select an object first, and based on the selection you must
select a query.

 Note

• You can't see the hidden queries from the master layout in the dropdown.
• You can't see any queries from the page layout.

6. Choose any other Link Type and update the necessary fields based on your requirements.
Similarly, you can add up to 10 links.
7. Click Save when you finish.

Edit Quick Links Card

1. Go to adaptation mode.
2. Click the quick links card that you want to edit.
A new window opens with the edit functionality.
3. To edit the existing links, you can either reset each links by clicking the icon ( ) or you can choose a
different Link Type.

 Note

You can’t edit the existing sub fields without changing the Link Type.

4. Click Save once you finish.

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Create Kanban Card

1. Follow the steps (1 to 5) in the Create Custom Cards topic.

2. From the Type dropdown, select Kanban. The corresponding fields for Kanban card configuration show up
with the selection.

3. The administrator can then select an object (like Accounts, Appointments, Tasks, Tickets, and so on) for
which Kanban needs to be configured.

 Note

Objects are predefined by SAP. Objects shown in dropdown are based on the role chosen during adapt.
For example, if the administrator chooses a role with authorization for only the opportunity work center
view, then you see only the opportunity object to create Kanban and not the other objects.

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 List of objects supported for Kanban card:
• Accounts
• Opportunities
• Phone call
• Tasks
• Competitors
• Competitors Products
• Leads
• Appointments
• Partners
• Partner Contacts
• Product Administration
• Product Lists
• Promotions
• Sales Quotes

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 • Sales Orders
• Visits
• Tickets
• Work Tickets
• Contracts
• Installation Points
• Individual Customers
• Registered Products
• Time Entries
• Time Reports
4. Select the Data Set Query.

 Note

Data set query dropdown shows only adaptation mode queries and standard queries. The data set
query doesn’t check the role-based authorization of any default query set. It doesn’t check if the
default set query is hidden for the role. Admin selects the relevant query for the role.

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 5. Select Attribute. Attributes are the fields seen as columns in a data set. For example, if you have chosen
My Tickets as the date set query, the fields that are available in the dataset (status, priority, and so on) are
available for selection as attribute.

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6. Select the visualization option. By default, detailed visualization is selected, and the Kanban card
information shows in a collapsed mode on the home page. You can expand it to see full Kanban card.
Visualization card size may vary depending on values selected in Kanban configuration.

 Note

• In vertical Kanban card visualization, the collapsed state checkbox, display fields and sort order
fields are disabled. You can only select values, as vertical Kanban only shows values along with
count.
• In detailed Kanban card, you can select a maximum of 5 values and a minimum 2 values. Add value
button will be disabled after adding 5 values.
• In vertical Kanban card, you can select a maximum of 8 values and minimum of 2 values. Add value
button will be disabled after adding 8 values.

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7. Select Value. Values are based on the attribute selection. For example, for the attribute Status, the values
can be in process, open, complete and so on.

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 8. Add Display fields, pick the Sort order and then click Save.
Display field is the other field of the data set query that you can choose to see in the Kanban card. For
example, if Status is selected, you can view additional details of a ticket like name, ID, priority, etc. These
additional details are the display fields.
Data of display fields in Kanban card is shown based on sort order selection. You can select the sort order
based on one of the display fields.

 Note

By default, a newly created Kanban card is not visible on the home page. To make the Kanban card
visible, go to Add Existing Card and select Custom tab in adaptation, to see all the configured Kanban
cards. Change the visibility of the created Kanban to see it on the home page. You can set the visibility
of up to two Kanban cards on the home page for a role.

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Navigation from Kanban Card:

• Navigation from title: By clicking the title, you navigate to the configured object’s list view and the
configured data set query view is displayed.
• Navigation from value count: By clicking the number count, you navigate to the configured object’s list
view and configured data set query is displayed.
• Navigation from First Link (applicable for Detailed view): By clicking the first link, you navigate to the
object’s detail view. Navigation is only possible to the object that you have configured the Kanban card on.
For example, you choose the object Task and configure the field Customer as the first field. Even if you click
on the customer field, it opens the Tasks object.

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 • Navigation from vertical kanban card - In the vertical Kanban card, both the title and number count are
clickable, and you navigate to the configured object’s list view and the configured data set query view is
displayed.

 Note

You can edit or delete only the custom kanban cards not the SAP-delivered kanban cards.

Limitations to Kanban Card:

• Kanban board card is not available in offline and on mobile devices.

• Only a maximum of 5 values for detailed visualization and a maximum of 8 values for vertical visualization
can be added, after that the add button is disabled.
• Context based drop downs are not supported. For example, state (Dependency on Country/Region).
• When the Kanban card is set as visible on home page, it shows as an empty card. Only after publishing,
data shows on the Kanban card.
• The admininstrator can create any number to Kanban cards, but only one Kanban card visible for a role.

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• In the vertical Kanban card visualization, the collapsed state checkbox, display fields and sort order fields
are disabled. You can select only values, as vertical Kanban only shows values along with count.
• If you are assigned to multiple roles and for each role, the administrator had configured one visible custom
Kanban card, then only the first created Kanban card is seen on the home page. However, you can make
any other Kanban card visible or invisible through personalization.
• If you are assigned to multiple roles, and for one of the roles, for example, the standard My Tickets Kanban
card is visible, and for another role any custom Kanban is visible, then preference is given to standard
Kanban.
• If you rearrange the existing work center views, you cannot navigate from the kanban card to the work
center views.

Related Information

Personalize Your Home Page [page 98]

Learn how you can personalize your home page.

5.3 Personalize Your Home Page

Learn how you can personalize your home page.

 Note

• Personalization capability is not available in smartphones.

• card Navigation in offline is limited to Today’s Activities, Visits, Custom report and Floorplan cards.
• Personalization is not available in offline mode.

You can personalize your home page screen with your preferences. To personalize your home page, you
enter the personalization mode by clicking the edit icon located inside the footer toolbar. Once you are in
the personalization mode, you can hover over the content area and see that editable areas are highlighted
and marked by a frame. You can select the icons which allows you to make the corresponding personalized
changes.

In the personalize mode, you can make various changes to the current screen such as rearranging the cards
and groups by dragging and dropping them, adding and deleting card and groups, renaming groups etc. You
can make hidden items visible again by turning on the visible switch. All hidden and available items will appear
in the list and you can add them again.

After completing the personalization of your home page screen, you can exit the personalization mode by
saving the changes you made. Or if you want to remove the changes, press cancel.

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5.3.1  Disable Home Page as the Default Landing Page

If you are not actively using the home page, you can disable it from being the default landing page.

 Remember

Home Page Settings icon (gear icon) is located on the top right when you are in personalization mode.

With this setting, the first work center view defined for the user or role in becomes the default landing page for
the Fiori client.

In the personalization mode on home page, you can uncheck the checkbox Set Home page as the Start Page
under settings.

5.3.2  Add and Edit Cards

Learn how to add and edit cards on the home page. You can rearranging these cards by dragging and dropping
them and also move them to different groups.

 Note

For an optimal performance experience, you’ll get a warning message when you exceed the recommended
number of KPI and Report cards on the home page. The recommended maximum number of KPI cards
supported is 10 and the maximum number of Report-based cards (Custom pattern cards like Bar Chart
cards) supported is 4. You still have the option to add additional cards, but it impacts the performance.
There’s no limit on recommended number of List cards, Tool cards, and Custom cards.

• Add card
There’s a + icon to add a new card at the end of each card. To add cards, click the + icon. You can also
remove a card that you don't need by turning off the visible switch and making it invisible. If the card
preview shows a card as visible, then card is shown on the home page.
• Edit Existing cards
Click on a card to open the settings screen for the respective card. Turning off the switch removes the card
from the home page, and automatically turns off the Visbile switch. You can change the group of the card,
for example, move the card to a different group and then save your changes. card visualization can also be
changed.
• Edit Custom card
Once a custom card is created, it’s placed on the user interface as available and visible. To edit custom
cards, click the card and open the edit dialog as you would usually edit other cards. The dialog includes
details such as Click/ Tap on a card to open the settings screen for the respective card. Turning off the
Title, Path, and Description that are editable. However, the type of the card (URL vs. Floorplan can’t be
changed).

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5.3.3  Launch Mashups from Home Page cards

Launch a URL or HTML mashup from a home page card.

On the home page, you can view the content of the mashup card. You can also click to launch the same mashup
shown in the card or you can launch a different mashup that shows more details of the HTML mashup card.

Note that mashups which do not have a port binding are also allowed in the home page card mashups

5.3.4  Add and Delete Group

Based on your requirement and preference, you have the option to cluster the cards into a logical group.

• Add Group
You have the option to cluster cards by creating new groups. There is a + icon to add at the end of each
group. To add new groups, click/tap the + icon. You can also rename the supported groups.
• Delete Group
You can also delete groups created by you besides rearranging groups by dragging and dropping them. A
group created by you shows a Delete button. Delete will simply remove the group permanently so that it will
not be visible on the user interface any longer. You will get a warning message before removing the group.

5.3.5  Define Home Page Settings

The administrator can access home page setting as a gear icon on the home page.

As an administrator, under home page settings you can enable the users or roles to group cards on their home
page. To do so, check the checkbox Show cards in Groups under settings. You can also change the home page
to show as the default start page when the user logs in. To do so, you can uncheck the checkbox Set Home page
as the Start Page under settings.

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6 Set Up Company Branding Images

As an administrator, you can adapt the look and feel of your SAP solution to suit your company’s need.

You can adapt the company logo and related settings in the title bar. You can also set a default background
image for your SAP solution. The changes will be visible to all users the next time they log on to the system.

 Note

You can’t adapt the system watermark in the title bar, because the watermark indicates the nature of your
system.

Click your profile on the top-right corner of your screen and from the user menu, navigate to Settings
Branding .

Adapt a Theme for your Brand

You can customize the look and feel of your solution with your company branding using the Theme Builder.
There are three themes available to use:

• SAP Belize
• SAP Belize Deep
• SAP Quartz Light
• Saphira

SAP Quartz Light theme is the default theme available and provides consistent look-n-feel across all SAP
Customer Experience solutions.

 Note

• Only if you’re using Blue Crystal theme, you see the transition to SAP Quartz Light, as SAP Blue Crystal
Theme is retired and not available for selection. However, if you’re using the SAP Belize, SAP Belize
Deep or a Custom theme, then you aren’t affected by the change.

To adapt a theme, select the theme and click Publish.

However, if you want to define your own custom theme, then click Custom Theme. For more information, see
Customize Solution with Your Brand [page 172]

Adapt Default Background Image

1. To upload a background image, in the Background Image tab, click Upload and select an image file. The
supported image file formats are JPG, PNG, GIF, and BMP. We recommend that the size of the image is the
size of your screen resolution. The size of the image can’t exceed 1 MB.
2. Click Save. This background image is the default background image of your SAP solution. The default
background image is visible to all users who haven’t personalized their background image settings.

Adapt Your Company Logo

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  Note

It isn’t possible to maintain multiple logos on the system. You can maintain only one logo for all the
companies that are maintained on a system.

1. To upload a company logo, in the Logo tab, click Upload and select an image file. The image file must be
in .png or .jpg format. We recommend that the height of the image is 20 pixels. The size of the image can’t
exceed 1 MB.
2. Click Save .

To save your settings, click your profile and select End Adaptation.

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7 Define Company Settings

As an administrator, you can define your company settings that are applicable for all users, or a selected
business role.

To define the settings, log on as an administrator. Navigate to the user menu, and click Settings Company
Settings . Under Define Settings for, select one the following:

• Company: To apply settings for all users.

• Role: To apply settings for a selected role.

General Settings

You can enable or disable a number of options for your users or a selected role via company settings. To
perform this setting, proceed as follows:

1. In the General tab, select any of the following checkboxes to enable or disable specified features:
• Disable User Personalization Features: Prevents users from personalizing their screens. The option
of personalization doesn’t appear for all users the next time they log on to the system. Any
personalization settings maintained by the users before disabling the option are retained. They can’t
make any further changes except personalizing the background image.
• Disable Flags: Prevents users from marking objects as flags for quick access.
• Disable Favorites: Prevents users from marking objects as favorites for quick access.
• Disable Follow: Prevents users from following items for quick access.
• Disable Download Button: Prevents users from using the download button.
• Disable Quick View: Prevents users to see a preview for an object without navigating to its details.
• Enable Chunk View as Default in Tablets: Provides the users an alternative visualization for the table
view in tablets.
• Disable Report Incident: Prevents users from creating an incident. This feature allows administrators
to control the incidents that are reported to SAP.
• Disable Annotation : Prevents the end user from annotating their screen to highlight a specific part of
the information using tools such as free-hand drawing, arrow, rectangle, and call-out texts in the Fiori
Client.
• Disable Auto Collapse Menu: You can keep the navigation menu expanded by default.
• Enable Flat List Navigation Menu : If you work with a small set of work centers, you can see only
those work centers views rather than the complete set. This option avoids additional clicks in opening
the work center and then clicking the view you’re looking for, thus, enhancing your user experience
by reducing the number of clicks needed to perform a task. Once turned on, this change affects all
business roles and business users.
Note: Some work center views like Target Group are assigned to multiple work centers and might
appear more than once.
• Enable Easy Create from Object Detail View: When you are in an object detail view, the easy create
feature lets you create a related object. This reduces the number of clicks as you don’t have to first

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 navigate to the respective tab to create a related object. Easy create is available within an object detail
page and can be accessed by the “+” sign.
• Disable Enterprise Search : Prevents users from using enterprise search in Fiori client. We
recommend that you disable it if you don’t use it much.
• Disable Auto-Search on Lists : Prevents users from using auto-search on lists in the Fiori client.
• Disable Multi-Tabs for Tablets: Prevents users from using multitabs in tablets in the Fiori client.
• Enable Nearby Search and Search by Area on the Map: Allows users to use search nearby and search
by area functionality in map in the Fiori client.
• Hide the Share Your Ideas Menu Option: Hides the following menu link for business users: Share
Your Ideas in Fiori client. When enabled, the company setting is applicable in Fiori client. However, the
administrators continue to see this link and can provide valuable feedback to SAP.
• Disable Map in Calendar Day View: In the calendar day view, only appointments and visits appear on
the map with the travel path. But, you can create all activities, including tasks, phone calls, and email,
from the map view. You can also see the desired accounts on map through account query selector.
Drag and drop the desired accounts from map to calendar to plan an unplanned activity. Google Maps
and AutoNavi Maps are supported in the calendar day map view.

 Note

Currently, the drag and drop of accounts is available only in Google Maps.

• Enable Side Pane: The side pane appears vertically on the right side of the screen. You can see the
header information and machine learning recommendations in the side pane for quick access.
• Disable Vertical Split View of Master-Detail: Disable the master details split-screen view for products
and involved parties in sales orders.
• Enable Semi-Collapsed Navigation Menu upon Sign-in: Under flat navigation, you can also enable
semicollapsed navigation upon sing-in. With semicollapsed navigation, the user can quickly launch
object lists without opening or closing the navigation menu. Ensure that hide navigation menu setting
isn’t selected and flat navigation is enabled.

 Note

Semi-Collapsed navigation for Tablets is already supported.

• Disable Multi-Tabs for Desktop: Disabling the multitabs in desktop provides a simple navigation path.
With this company setting, the user clicks a business object in a list, and can directly navigate back to
the list using the back button.
• Disable New UI for Smartphone Extended App: By default, you can use the new redesigned user
interface for the smartphone extended edition app. The navigation menu is redesigned like the
consumer-based app layout, with menu bar on the bottom of the screen, thus optimizing the user
experience. The company setting Disable New UI for Smartphone Extended App is to help the
customers adapt to the new layout change.
• Enable Auto Adjustment of Table Column Width: You don’t have to expand or reduce the column
widths in a table to see the complete table. The columns automatically adjust to the table size and
shrink to minimize the white space. In case the table is long, the columns shrink further by wrapping
the header text. Thus, maintaining all the values on one screen.
• Disable the Actions Menu from Top: By default, the action menu is available on the top on the home
page, in list view and detail view. You get a consistent experience, and have quick access to the actions
in one place. You don't have to search for actions across the user interface. However, the completion
actions such as Save and Cancel appear at the bottom, in most cases. In case you don’t want the

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 action menu on the top, you can disable it by selecting the company setting Disable the Actions Menu
from Top.
• Enable Editing in Dataset: In many objects, you can edit information directly in the worklist view,
without navigating to the detail view. Directly editing in the worklist view reduces the number of clicks,
and the time it takes to navigate to object detail view to make an edit.
• Enable Inline Editing in Browser: With inline editing, you can quickly edit a field without going into
the global edit mode. In inline edit mode, when you hover over a field, you see the related icon to edit
the field. For example, let's say you want to edit the phone number in inline edit mode. When you
hover over the phone number field, you see the pencil icon. Click the pencil icon to change the phone
number. After you have made the edit, Save and Cancel action are available. You can either save or
cancel your changes.

 Restriction

The feature is available only on browsers (desktop/laptop).

The enabling and disabling the two settings (Enable Inline Editing in Browser and Enable Editing in
Dataset) gives you different combinations of how the user can interact with object detail view, new
quick view and datasets.

Result on object detail

Company Setting -Enable Company Setting -Enable view and new quick view
Inline Editing in Browser Editing in Dataset (beta) Result on Datasets

Disabled Disabled Only global edit is allowed. No edit allowed.

Enabled Disabled Both global edit and inline No edit allowed.

edit allowed.

Disabled Enabled Only global edit is allowed. Only global edit is allowed.

Enabled Enabled Both global edit and inline Both global edit and inline
edit allowed. edit allowed.

 Note

• Inline edit capability for data sets is enabled only when both the company settings (Enable
Inline Editing in Browser and Enable Editing in Dataset) are switched on.
• Mass-edit is a functionality in data set where you can edit multiple records of the data-set all at
once. There’s a row that appears on the top of the dataset, that is available only when multiple
rows are selected. The value entered in that field is copied to all the corresponding field of the
selected rows.
• For mass edit to work, the company setting -Enabled Editing in Dataset needs to be switched
on.
• When you are in global edit mode, you can edit records only in the focused page. You aren’t
allowed to go to the other pages.
• Global edit is disabled with the select all action in a dataset.
• In global edit mode, select all feature is always disabled.
• In a list if the records spans across multiple pages, global edit is disabled when you do select
all.

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 • In a list if the record is restricted to one page only, then global edit is available when you do
select all.
• When you select a few items in a list and navigate to another page on the list, then global edit
isn’t available.

• Enable in-app help with SAP Enable Now: Allows you to access the in-app contextual help in the
solution. SAP Enable Now Web Assistant is a web-based help system to provide you context-sensitive
user assistance. It enables you to get started quickly and to find all relevant information easily without
needing to leave the respective application. Web Assistant provides additional information directly on
top of the current application screen.
• Enable Geolocation Tracking: You can enable the region-based map setting to show regional
international boundaries for your country/region.

 Remember

The display of international boundaries based on geo location tracking is currently supported only
in Google Map.

When you use the map feature in the app, your country/region's boundaries may not be clearly
demarcated, if they are under territorial dispute. That is, when you log on from your country/region,
you can view all the borders of your country/region marked with a solid black line. However, if you log
on from a different country/region you’ll notice that the areas under territorial dispute are marked in
dotted lines.
You can enable how the map shows up based on the company setting Enable Geolocation Tracking.
When the company setting is enabled by the administrator, you see a localized version of the map as
in the web. With the setting enabled, you see a popup from the system asking to know your current
location. If you allow the system to track your location, you see a region­specific display of the map. In
future, if you don’t want to allow the geolocation tracking, you can block the geolocation tracking from
under your browser settings. When you block the geolocation tracking, then Google map API of default
country/region, United States of America is displayed.

 Remember

Geolocation tracking is only used to show regional international boundaries for your country/
region.

• Disable Header Information from Top: By default, you can see the header fields on the top in the
object detail view. The header fields are always visible, even when you switch to a different tab. You
can expand and collapse the header fields to view the information. When enabled, inline editing is also
available for header fields. If the header field is enabled, and the side pane is also turned on, then the
header fields show at the top in the details view. If you don't want to see the header information on the
top, you can use the company setting to disable header information from the top.

 Note

• In Internet Explorer, the emphasized fields aren’t available in the header.

• If the header details were shown to you in the side pane, there’s no change for you. The
company setting Disable Header Information from Top is checked by default.
• When customer created embedded component is added to the object detail, and all standard
delivered fields are hidden, then the customer created embedded component becomes the

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 first pane. In this scenario, embedded component is fully expanded and it is not possible to just
show 2 rows with 4 columns structure as we have with standard fields.

• Enable New Quick View: You can launch the new quick view on the side, by clicking the object instead
of hovering over the object. You can also navigate to the object detail view from within the new quick
view. The key benefit is improved user experience by reducing the number of clicks and time required
to open object detail for quick changes. New Quick View is released for many objects. In objects where
this isn’t currently enabled, click on navigation link opens object detail.

 Note

Flag, favorites, and tags aren’t supported in the new quick view.

• Enable Column Freeze in Table:

Column freeze feature allows you to keep the first column visible while scrolling horizontally through
the right of the table. The first column is frozen to lock a specific column information in place. So, you
can always see the important information without scrolling.
The administrator or end user can move the most important column in the list as a fist column
by adaptation or personalization. First column freeze provides significant improvement in the user
experience for lists having more than 6 or 7 columns.

 Note

• First column freeze is available only in desktop and tablets.

• Column freeze isn’t supported in the Internet Explorer.
• If you are using the grouping feature, the grouping header row doesn’t freeze.

• Hide Notification: You can hide the notifications and the notifications icon with this setting. Seeing
notifications can be disruptive, and also takes space on the screen.
• Enable Value Help Suggestion in Phone:You can enable value help suggestion in phone with this
setting. However, enabling value help suggestion may affect its performance in phone.
• Enable sharing workspaces in Microsoft Teams: Share the lists or objects of SAP Cloud for Customer
in Microsoft Teams within dedicated teams and channels.
• Enable creating teams in Microsoft Teams: Allows you to create new teams in Microsoft Teams from
SAP Cloud for Customer.
• Enable creating channels for a team in Microsoft Teams: Allows you to create new channels under a
team in Microsoft Teams from SAP Cloud for Customer.
• Enable outbound calls in Microsoft Teams: Use Microsoft Teams to make your outbound calls. You
should have the required Microsoft Teams license for outbound calls.

 Restriction

This feature is not supported in smartphones.

• Enable launching of Object Detail View: Launch the object detail view by clicking on the icon which
appears when you hover over a list. If you enable this feature, you can’t see the column to launch the
object details of leading objects.

2. Click Save.

Log out and log in for your changes to reflect.

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Auto Sign Out

For security reasons, users are automatically logged off of the system if they’ve been inactive in the system for
a certain period of time. If you leave this option empty, inactive users will be logged off of the system after 1
hour. You can set the auto logoff time for all users in your company. To do so, proceed as follows:

1. In the Auto sign out tab, open the dropdown list, and select the preferred time duration when inactive users
will be automatically logged off the system.
2. Click Save.

 Note

This is currently only supported in the browser.

Client

In the Client tab, you can set your thumbnail cache validity.

You can set the validity period for thumbnail cache to store thumbnail images. This validity is applicable only for
app content or attachment folder images. To do so, proceed as follows:

1. In the Client tab, select a validity period option for thumbnail caching.
2. Click Save.

Signature

You can define the URL for your preferred SAP Customer Experience solutions here. When you open your
extended edition UI, you have a shortcut to the saved URLs.

You can launch and navigate to different SAP Customer Experience applications in a new browser from within
the solution. To do so, proceed as follows:

1. In the Signature tab, enter the URLs for your products.

2. Click Save.

UI Controls

You can define font type and font size for rich text fields. To do so, proceed as follows:

1. In the UI Controls tab, select a font type for default font type and a font size for default font size.
2. Click Save.

 Note

Business users can override this setting by explicitly changing the font type and font size for a specific rich
text field. The change is implicitly remembered for each device.

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In-App Help

You have configuration options available to enable and use the SAP Enable Now extensibility feature. You
can configure custom SAP Enable Now URL and parameters. You can add multiple parameters separated by
semicolon. For example, editor=true; theme=default.

Global Settings

You can define system settings and preferences that apply to all users in the organization irrespective of the
business role assigned to them.

For example, if you want all the users to use the configured language for single sign-on, set Enable Configured
Language for Single Sign-On to Yes. The result is that irrespective of the business role that the users are
assigned to, the global settings that you configured are applied to them.

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8 Create Custom Work Centres and Work
Centre Views

As an administrator, you can create custom work centers and custom work center views.

Navigate to Administrator General Settings Users and click Custom Work Center. The system shows
you a list of all the custom work center and work center views.

To create a new work center, click New. Select the type, enter a name and click Save.

To create a new work center view, click New. Select the type, enter a name, assign it to a standard or custom
work center, and click Save.

You can also assign mashups to a work center view. To do this, assign the work center and work center view to
the business role or business user first.

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9 Maintain Microsoft Excel Templates

In your solution there are various predefined templates that you, as an administrator, can use when you export
data or create new data from Microsoft Excel.

Overview

As an administrator, you can change the existing templates according to your company's specific requirements
by adapting the properties of a template, such as the formatting or the sequence of columns. You can also
create new templates, for example, for different languages that you require. In addition, you can add charts,
diagrams, or formulas to the template.

Prerequisites

You have installed the latest Add-In for Microsoft Excel from the Download area.

Procedure

1. In the Microsoft Office®Template Maintenance view, under the Administrator work center, go to the template
group that you require for your worklist or floorplan.

 Note

If you want to change a pre-delivered template, export the template from the relevant application work
center by clicking Export and To Microsoft Excel.

Delete the data records that have been exported from the system before changing the template.

2. Choose the type of template depending on whether you want to export data or create new data from
Microsoft Excel and the language you require.
3. Download the template that you want to change to your local machine by selecting the template and
clicking Download.
4. Use the Microsoft Excel functions to adapt the template according to your needs by changing the column
sequence, the texts for the different fields, or the formatting.
• If you want to change the general layout of the Microsoft Excel template, such as the fonts of individual
cells or the date format or other styles for cells, go to the Master Template Maintenance view.
• When you download a Microsoft Excel template of the type Export, any extension fields for the
business context are automatically included in the template and you can map these fields as additional
columns. When you have added the new field, you can format the column heading and the column

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 itself as you require. For more information on enabling and starting the XML tools and adding the
Developer tab required to do this mapping, see the Microsoft Excel help.
Note that this function is not available for Microsoft Excel files of the type Write-Back.
• If you want to import any additional data using XML maps, refer to the Microsoft Office Excel help for
more information.
5. Upload the adapted template from your local machine to the system by clicking Upload.
You have the following options:
• Overwrite an existing template by choosing Replace Existing Language Variant
• Create a new template by choosing New Template or New Language Variant, if you want to create a new
template in a new language.
6. Select the file from your local machine.
7. If you create a new template, you have to enter the name of the template, the description, the language and
whether you want to use the master template. Office Master Template Used is selected by default.

 Note

You can also change the name and description of a template in the worklist by selecting the template
and clicking Actions and Maintain General Information.

Likewise, you can change the master template setting for a template by selecting the template and
clicking Actions and Change Master Template Usage.

8. If you want to make the template that you created or changed available for all users, you have to publish it
by clicking Publish.
1. Once you have published a template in various versions, you can go back to an older version of the
template. Select the version that you want to use and click Versions and then Revert To.
2. Publish the valid version to make it available for use.
9. If you want to delete a template, select the template and click Delete.

 Caution

If you delete a template with the status Not Published, you cannot restore this template.

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10 Add Company-Specific Help

The Help Center contains the solution­specific Help documentation delivered by SAP. As an administrator, you
can also add company­specific documentation in any workset, for example process descriptions or general
business rules. It is also possible to add a file to all screens within the system.

Prerequisites

You have written your help document in one of the following formats:

• Any Microsoft Office format (such as .docx or .xlsx)

• .PDF

Steps

1. Navigate to the screen where you would like to add a document.

2. Open the Help Center.
3. You can add your document to this screen, or to all screens in the system.
• To add your document to this screen, click Add Company-Specific Content under You Can Also.
• To add your document to all screens, click Add Company-Specific Content for all Screens under You
Can Also.
4. You can upload a document directly or link to an online document.
• To upload a document, click New, then File.

 Tip

You can upload files up to 500 MB in size. However, for performance reasons we recommend not
uploading files larger than 20 MB.

• To link to an online document, click New, then Link.

5. In the dialog window, enter the following details:
• URL
• Name
This is the name that will appear as the link in the Help Center.
• Description
6. Save your entries.

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Result

Your company­specific help document is added to the Help Center, and can be accessed by all users in your
company.

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11 Define Code List Restrictions

Administrators can restrict the values available from a dropdown list by creating and maintaining code list
restrictions for different business objects.

1. Go to Administrator General Settings Code List Restrictions

2. Click New to launch the quick create box New Code List Restriction.
3. In the New Code List Restriction dialog screen, select the following:
1. Business Object for which you want to restrict certain code types.
2. Code to Restrict that is the code that you want to restrict for the business object. You can select from
the code values that are displayed for the selected code type of the business object.
3. Business Role for which you need to impose this restriction.
4. Control Fields: Additionally, you can also choose to maintain restrictions for individual control fields.
You must specify if these control fields are business or extension fields. The selection values are
displayed accordingly.
If you select only the mandatory fields Business Object and Code to Restrict while creating the restriction,
then only the code values used in that business object appear on the screen and you can restrict the
necessary values without any exceptions. By default, the system allows all the code values for that
business object to be visible. To restrict all or some of the values, deselect the checkboxes on the right.
However, if you select the Control Field Type as either Business Field or Extension Field, along with the
mandatory fields, then the system displays the code values for all the control field values. You can make
specific restrictions for each of these control field type values.
If you select Extension Field and then select MultivalueAdd as the dropdown, the system populates the
Operator field. You can use both AND and OR operators to restrict a multivalue code list. The AND operator
stands for intersection, while the OR operator stands for union.

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  Example

In this example, if you select the AND operator, then Y is the dropdown value when the control fields are
A and C.

If you select the OR operator, then Y and Z are the dropdown values when the control fields are B and C.

4. Click:
• Save to save your code list restriction.
• Save and New to save your current code list restriction and open a new quick create box to create a
new restriction.
• Save and Open to save your current code list restriction and open it in maintenance mode.

Result: You have restricted certain code values from appearing in certain drop-downs. This restriction is based
on either a field or a business role, or a combination of both field and business role.

 Example

You have made the following selections:

● Business Object: Sales Data

● Code to Restrict: Cash Discount Term Code

● Control Field Type: Business Field

● Control Field: Distribution Channel

The system displays all the available code list values for the code Cash Discount Term Code, for the
business object Sales Data. You have an option to restrict or allow the code values for the control field
values Direct Sales and Indirect Sales individually.

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11.1 Sort and Change Display Mode for Code Lists

To sort or change display mode for code lists, follow these steps:

1. Right-click the field where you want to sort or change display mode for code lists. The system opens the
field configuration details on the right pane. Alternately, you can navigate to the details screen.
2. Click the Drill down icon next to Code List to go to the next level.
You can view the following new fields:
• Sort: Allows you to sort code lists by ascending code, ascending description, or default order.
• Display: Allows you to display code lists by values, codes, or both code and value.
3. Select the required option from the dropdown list.
4. To save your changes, go to your user profile, and from the dropdown list select End Adaptation.

11.2 Transfer Code List Restrictions Using Transport

Management

As an administrator, you can transfer code list restrictions from one system to another using the Transport
Management System.

This provide you with an easy way of migrating code list restrictions from a test to a productive environment
thus helping you save implementation time.

To transport code list restrictions from one system to another, follow these steps:

1. Go to Administrator Transport Management and choose New to create a transport request.

2. In the Transport Request screen, choose Select.
3. In the Select Transport Objects dialog, select Code List Restrictions from the Transport Object dropdown
menu, and then choose OK.
All the available transport objects are list in the Available Transport Objects table.
4. Select the transport objects in the Available Transport Objects table and choose Add Selected to add the
object to the Selected Transport Objects table.

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5. Go to Target Systems Add System , select the systems where you want to transport the survey, and
choose OK.
6. Choose Actions Assemble to create a zip file of all survey content to be transported.

 Note

You can download the zip file on the Transport Content tab and verify its content.

7. Choose Action Release to export the code list restrictions to the target systems.

 Note

You can check the assemble and release information on the Transport Logs tab.

8. Log on to the target system and go to Administrator Transport Management All Transport
Requests .
A survey object with the Imported status appears in the table.
9. Select the imported object and you can see the list of code list restrictions assembled in the source
system.
10. Choose Action Activate to transport all the code list restrictions to the target system.

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12 Create Code List Custom Orders

As an administrator, you can create and edit custom orders for code lists.

To create custom orders, follow these steps:

1. Navigate to the screen where you want to create the custom order.
2. Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the
Adaptation Mode.
3. Right-click the field where you want to create the custom order to open the field configuration details on
the right pane. Alternately, you can navigate to the details screen.
4. Click the Drill down icon next to Code List to go to the next level.
5. In the Sort field, select Custom from the drop-down list. The Custom Order field becomes visible.
6. Click Edit.
7. In the new screen, enter a Name, rearrange the code list order using the available buttons, and click Save.
Note that you can enter only the following characters: A-Z, a-z, 0-9, and underscore (_).

 Note

Select the Reusable checkbox if you want to reuse this custom order in other objects. Note that
selecting this checkbox resets the code list section. Therefore, we recommend that you select it before
creating the order.

8. Click Assign. The new custom order settings are applied to the field.
9. To save your changes, go to your user profile, and from the dropdown list select End Adaptation.

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13 Organize Work Centers and Work Center
Views

As an administrator you can organize work centers and work center views.

To reorganize the views, follow these steps:

1. Navigate to Administrator General Settings Organize Work Center and Work Center Views and click
New.
2. Enter a name and select a navigation type.
3. Select a work center to see the corresponding work center views. By default the Visible (for Desktops and
Tablets) and Visible (for Smartphones) checkboxes are selected. To hide a work center or work center view,
deselect it.
4. Highlight a work center or work center view and click Up, Down, Top, or Bottom to rearrange the sequence.
5. Click Save and Close.

You can assign the organized work centers and work center views to the master layout or a specific business
role.

If you have assigned an organized work center and work center view to a role and another one to the master
layout, then the role specific one takes precedence.

 Note

If a user has more than one business role assigned, then the first role alphabetically takes precedence.

If a user with multiple business roles has different organized work center view names assigned, then the
system uses the union operation to hide or show the work center and work center views.

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14 Review Content Transfer

As an administrator, you can track details of all the adaptation changes that have been exported or imported
from your system.

To do this, navigate to Administrator Content Transfer .

You will see a list of all the adaptation changes that have been imported or exported. The table displays the
following columns:

• Content: Displays whether the xml file has been imported or exported.
• Name: Displays the link to the details of the export or import. Clicking on this link will display the individual
migrated items that have been changed or updated in the system.
• Last Date: Displays the date it was imported or exported.

 Note

If you are exporting the adaptations changes for the first time from your system, the base xml version
will be 1. After the first export, if you make further adaptation changes to the system and export the
changes a second time, the base xml version will be 2.

You can can import and export adaptation changes made to the following items as part of the content transfer:

• Extension fields
• Extension scenarios
• Reports
• Services
• Form types
• ODATA services

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15 Translate and Adapt User Interface Texts

Use the language adaption tool to translate and adapt user interface (UI) fields with terms that better suit
your business. As an administrator, you can translate or adjust texts for most areas such as application work
centers, Feed, Live Activity, Enterprise Search categories, and most texts created in the SAP Cloud Applications
Studio.

By using Language Adaptation in the Administrator work center, administrators can translate and adapt fields
belonging to work centers and views into languages that are not currently supported by SAP. You can adapt
field label terminology to fit your business needs. For example, if you are working in the health care industry
and use the term 'patient' instead of ‘account’, you can exchange the user interface term account with patient.

In addition to static terms, you can also adapt most other user interface elements such as code-based value
help (selection help), reports, and application messages. After you have completed the adaptations, you are
able to export and import the text pools into other systems using Microsoft Excel.

 Note

Due to technical reasons, there are a limited number of screen texts that cannot be adapted, such as, the
migration workbench, and some texts in the Analytics work center.

If your business would like to receive translation proposals from the SAP Translation Hub, please contact your
SAP representative (additional fees apply).

15.1 Define New Target Languages

Use the available additional communication languages for creating customer languages, for languages that are
not available in business scoping.

1. Choose the work center Business Configuration Implementation Projects Open Activity List .
2. In the Show field select All Activities and in the Find field type language.
3. Select the Additional Communication Languages line item and click Add to Project.
4. Double-click line item Additional Communication Languages.
5. Look for the desired language in the Language Key field and ensure the corresponding Language is Allowed
field contains a check mark area for the desired languages.

 Note

If the desired language is not in the list, you can select Customer Reserve from the Language Key list
or contact your SAP representative.

6. To confirm your changes click Save and Close.

7. Click Close to finish your fine­tuning activities.

When you log on to the system, an additional language appears on the logon screen with an extension
<Language> (Customer Language).

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  Note

The logon language extension only appears after you have created and filled a text pool for that language.
To remove a language from the logon screen without deleting the corresponding adapted texts, navigate to
Business Configuration Fine-Tune Additional Communication Languages and deselect Language is
Allowed for the desired language.

15.2 Create a New Language Adaptation

Create additional logon languages and adapt the desired field texts accordingly.

1. To create a new translation or adaptation, click Administrator Language Adaptations New and
enter the following text in the mandatory fields:
1. ID
2. Name
3. Select a language from the Source Language drop-down list.
4. Select a language from the Target Language drop-down list.
2. Click Save and Open to continue with the language adaptation process.

 Tip

If you want to adapt a term to your business needs, for example, replace Accounts with Patients, use the
Filter Texts and Replace with fields located on the upper right-hand side of the screen. You can also create
language adaptations using the same source and target language.

15.3 Collect Texts

Select the work centers that need to be adapted.

1. Open the Language Adaptation ID you created in the previous step.

2. Under Text Types to be Collected, place a check mark in the text type you want to collect.
You can choose to collect the following text types from the work centers:
• Get UI Texts - These are static texts on the user interface such as, labels, columns headers, button
texts, tool tips, and area headers.
• Get Code Texts - Code descriptions are shown as value help (drop down selections) on the user
interface.
• Get Message Texts - These include information, warnings, and error texts that are displayed on the UI.
• Get Analytical Report Texts - These include adaptable key figures and characteristics from SAP reports
as well as custom reports.
3. In the Work Centers Collected for Texts section, select the desired work center.

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  Tip

To quickly find the desired work center, type the name in the Filter Work Center Name field and hit enter
on your keyboard.

4. Click Save and save often when working in the tool.

5. Click Collect Texts. This process can take a few minutes to complete.
6. Click Save.

The solution's text collector will begin to drill down through the selected work centers and compile the texts.
The solution will also fill the target text column with the existing overrides you or other administrators in your
solution may have made in other language adaptations.

Once the texts have been collected, you'll see the quantity of texts on the left-hand side of your language
adaptation screen and can begin maintaining them.

 Note

When collecting texts, keep in mind a particular language does not necessarily have to reside in one text
pool. Since text pools contain a large quantity of texts, they may be difficult to manage. Therefore, we
recommend dividing a translation into multiple text pools, for example, one for each text type.

 Tip

In order to avoid a system time out, we highly recommend that you only add one to three (1- 3) work
centers at a time to the text pool and execute Collect Texts before proceeding with the additional work
centers in batches of one to three.

 Caution

When unselecting work centers of an existing language adaptation, recollecting the texts again will remove
the texts for these work centers including their adaptations from this language adaptation. Remember
clicking Save can cause adaptation loss.

15.4 Adapt and Translate Texts

In this step you will begin adapting and translating texts from text pools to meet your business needs.

1. Click the tab of the text type you collected in the previous step, such as the UI Texts tab.
2. You can use the Sort filter to conveniently find the field you wish to adapt.

 Note

If the Target Text field is read-only and highlighted in green, either another administrator has created
language adaptations or you previously created a language adaptation that already contains those field
and the texts cannot be overwritten. When you hover over the text, a tool tip displays the name of the
original text pool. This only applies to the UI texts and messages since code and report texts do not
have locks.

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  Tip

If you want to move the write permission target text read-only fields from for example, Language
adaptation 1 to Language adaptation 2, you must make sure that the actual target texts have been
collected for the Language adaptation 2. Afterward, you can delete Language adaptation 1. Collecting
the texts for Language adaptation 2 again will remove the read-only mode.

3. Search for the text you wish to adapt by using the Filter Texts and enter the desired text in the Replace with
field. The Target Text column will be populated with the adapted text.

 Remember

The Search function is not case-sensitive, but the Replace function is.

4. Click Save.

Working with Collected Texts

To better understand the language adaptation tool, let's take a look at some of the important fields.

Table Header Field Names and Descriptions

Table Header Name Table Header Description

Source Text The original source text delivered by SAP Hybris Cloud for Customer or the text your company has
previously created in the SAP Cloud Applications Studio.

Target Text The adapted text you entered to meet your language needs.

UI Element Type The name of the UI element.

UI Type The name of the UI element type, such as, UIWC (work center), UIWV (work center view), UICT
(floor plan).

ID The ID of the UI element.

UI Short Name The UI short name as identified in the back end system of the solution.

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Language Adaptation Tool Field Names and Descriptions

Field Name Field Name Description

Cleanup Used when you have finished populating the Target Text. This will remove rows with empty target
texts. In addition, it will remove the rows where target texts have been populated using the Collect
Target Texts action for target texts which have never been modified.

 Note

Choosing Cleanup will not remove rows with collected target texts that were manually modi­
fied after being collected. Subsequent Collect Text actions can be executed at any time and
will refill the text pool again.

 Note

To reduce load time and a high data volume of unused or redundant text data, run the
Cleanup action once the target text modifications are finished. This is especially important if
Collect Target Text has been used.

Export Used if you want to export the text pool to Microsoft Excel®. See Exporting and Importing Text
Using Microsoft Excel®below for more information.

Remove Select a row or multiple rows and use to remove all selected rows from the table.

Clear Target Texts Used to clear all entries from the Target Text column.

Collect Target Texts By clicking Collect Target Texts, you will collect the SAP-delivered target texts according to the
target language settings in your language adaptation. When you choose Collect Target Texts, a new
complete Collect Text action is not performed, but it will take the given source texts and find their
target language counterparts.

 Note

When choosing the Collect Target Texts field, the existing adaptations are never overwritten.
Collect Text actions can be executed at any time and will not clear any target texts.

Reuse Translations Once you populate a target text field and click Reuse Translations, the tool automatically populates
the previously translated text to empty target text fields with the same source text.

 Tip

If you have created SAP Cloud Applications Studio custom messages and want to adapt or translate them,
the system can collect business object messages and business object extension messages.

Actions Field Names and Descriptions

Actions Field Name Actions Field Name Description

Update Texts from Mi­ Choose this action if your company has a large number of texts to adapt, prefers to work offline,
crosoft Excel® will use an external agency to adapt the text, or wish to transport language adaptations across
test and/or productive systems. See Exporting and Importing Text Using Microsoft Excel below for
more information.

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 Actions Field Name Actions Field Name Description

Fill-Up Target with Select this action to fill the target text field with the same text as the source text field.
Source
 Note

Only use this function in translation scenarios where you do not want to have English as the
fallback language, but need the language adaptation's source language to fill the gaps for
missing translations.

 Restriction

Fill-Up Target with Source can only be used when the source language is not equal to the target
language.

Simulate Translation Choosing this action will copy source texts to target text denoted by a <‘^’>.

 Tip

This will help you to determine an estimation whether a translation using the language adap­
tion tool will meet your demands. You can remove the <‘^’> character by deleting the
language adaption.

 Restriction

Simulate Translation can only be used when the source language is not equal to the target
language.

Working with Code Texts

• Business configuration descriptions can be maintained in Business Configuration or in the language

adaptation tool.
• Texts maintained in the language adaptation tool will overwrite the text maintained in Business
Configuration, but only on the UI.
• Code texts maintained in Business Configuration will also take effect in all other scenarios, such as
A2X/B2B services.

Working with Messages

There are a few system messages that cannot be adapted using the language adaptation tool, for example, a
mandatory field belonging to a form that has not been filled. You will receive a system error message stating
you must populate the field. Keep in mind, this message cannot be overwritten.

15.5 Export and Import Text Using Microsoft Excel

The language adaptation functionality can export and import text pools and is typically used in the following
scenarios:

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• Text pool transports - Export existing text pools from a source system (for example, a test system) and
import them into a target system (for example, a productive system).
• Translate text pools externally - Export a text pool, send it to an external translation agency, and import it
again once it was translated.

There are limitations to importing and exporting text pools, so take note of them before you proceed.

 Caution

It is not possible to create new text pools from the beginning by simply importing an Excel file exported
from another system. The current Excel import is only able to modify an existing text pool. This means the
text pool you want to import needs to be created manually in the target system before populating it with
content using the Excel import functionality.

The language adaptation tool uses the Standard Excel for downloading, but the Template Based Excel for
uploading files.

This means that in order to transport all texts from a source text pool to a target system, you must:

1. Export from the different text type tables (UI, codes. messages, reports) separately by choosing Export
To Microsoft Excel .
2. Download the Excel upload template from the text pool's root node of the solution.
3. Manually copy and paste the corresponding columns from the downloaded Excel files into the upload
template.
4. Import the populated upload template into the target system.

Example

An administrator wishes to adapt the text pool called 'Activity work center in Bulgarian' from their test system
into their productive system. The text pool has English as its source language and Bulgarian as its target
language. It only contains the Activities work center and will drill down to look for UI texts, code texts,
and report texts that need to be adapted. The text pool has been populated with Bulgarian target texts
and everything appears as expected when logging on to the test system using the Bulgarian (Customer
Language). Now, the administrator wants to use the same text pool in the productive system.

 Note

Export the Excel files from each text table separately. In this example, the administrator will have to go to
each of the tabs (UI Texts, Code Texts, Report Texts) and download separate Excel files for each table.

1. Logon to the target system by navigating to Administrator General Settings Language Adaptations
and create the same text pool and a different text pool ID (just to avoid confusion).
2. Enter the source language (which can be different from original) and enter the same target language, work
center name, and text types to be collected (UI, Codes, Reports).
3. Click Collect Texts which is mandatory step, in order to populate the text pool with text elements.

 Note

You won't see target texts, so don't be alarmed.

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 4. Click Save.
5. Under Downloads, download the Excel upload template from the target text pool. Copy and paste the
content from the original Excel export file into the uploaded template file from the previous step.

6.  Tip

The upload and download files are not exactly the same, so ensure you are copying the correct text into
the desired fields.

7. Ensure the Text Pool ID field in the upload Excel contains the text pool ID in the target system.
8. From the Excel, navigate to SAP Add-in, logon to your system, and click Save Data to. You can then begin to
view your adapted texts in the system.

 Remember

The most common misunderstanding that can occur is when you attempt to upload text elements that
do not yet exist in the target text pool. This is indicated by a warning displaying the text and the text ID.
According to the limitation mentioned above, it is not possible to create entire text pools or to create new
text rows for an existing text pool. The Excel upload is only capable of modifying the target texts of existing
text elements.

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16 Maintain User Interface Texts for Add-
Ons

As an administrator, you can translate or change field labels and UI texts for Add-Ons.

Context

You can use this feature to override the standard SAP texts and customize field label terminology to fit your
business needs.

Procedure

1. Navigate to Administrator General Settings Language Adaptations for Add-ons . The system opens
the Language Adaptation tool in a new window.
2. Select an application, source language, and target language for maintaining custom translations. Keep the
source language and target language same if you just want to change the field labels or texts.
3. Enter the desired texts in the Target Text column.
4. Click Save.

 Note

If you override the standard SAP texts, you cannot revert the changes.

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17 Custom Business Objects

As an administrator, you can create and define custom business objects as per your requirements. This creates
a customer­specific solution called KeyUserSolution in the SAP Cloud Applications Studio.

17.1 Create Custom Business Objects

As an administrator, you can create a custom business object.

Prerequisites

You are creating the custom business object in one of your test systems. You can then download and upload it
into your productive system and other test systems.

Procedure

1. Go to the Administrator work center, and select General Settings Custom Object Builder New .
2. Enter name, and select Save and Close to save the new custom business object. You can see the newly
created business object in the list appearing on your screen.

While entering a name for your custom business object, you must use only alphanumeric values; however,
you will not be allowed to start the name with a digit. You can also use capital letters; but the system does
not allow you to use spaces or other special characters.

17.2 Model Custom Business Objects

After creating a custom business object, you tailor it to suit your specific requirements.

Procedure

1. Open your custom business object.

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2. Enter the name as you want it to appear in work centers.
3. Under Options, define whether or not your custom business object should allow adding Attachments or
Notes.
4. Under Advanced, you can further define your object.

17.3 Define Objects

Define your object using one of the following:

Assign to Other Work Center: Allows you to assign your business object to other work centers. The system gives
you the option of selecting the work center to which you would like to assign your custom business object.

With Authorization: Allows you to assign access control for the data of your business object.

 Example

By selecting 1010--employee, you can restrict access to records based on the employee assigned to that
record. Make sure you've done the following:

• Added an employee field at the root node or sub node of your object: Entity type Relation to Thing
Type with Thing Employee
• Flagged the field for Used for Authorization

This enables the restriction of access based on the employee added to this field.

You can also create a sub node for teams and add an employee field and flag that for authorization to grant
access to custom object records based on employees assigned to the team.

With Multiple Nodes: Allows you to add nodes (a collection of 1:N cardinality) to the root node of your business
object. This creates a tab under which you can create the sub nodes.

You can only create sub nodes for the root node, and not for other sub nodes.

With Actions: Allows you to create actions, which can be executed by the end user. This creates a tab under
which you can make specific changes/assignments.

You can only add actions here. For further scripting of these actions, log on to the SAP Cloud Applications
Studio.

With Approval Process: Allows you to define approval processes for the data instances of your custom business
object. You can then define and manage the approval processes, including multi step approvals, via the
Approval Processes view of the Administrator work center.

With Workflow Rules: Allows you to define notification rules for your business object using workflow rules.

With Data Source: Allows you to generate data sources for the custom business object to meet your reporting
needs.

With Web Service: Allows you to generate SOAP web services for the business object. By selecting this option,
all elements and operations of the business object will be a part of the web service.

You can also download the WSDL file directly from the Custom Object Builder screen for the relevant business
object.

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Add as Tab to Account: Allows you to add the custom business object as a tab in the host business object thing
inspector.

For the custom business object to be visible as a tab, make sure you've done the following:

• Created an association between the custom business object and account: Entity type Relation to Thing
Type with Account as Thing.
• Saved and published your changes.

17.4 Add and Define New Fields

Add and define new fields for your custom business objects.

To add a new field, choose Add, and enter the relevant information:

• The name you enter (256 character limit) will display on the screen.
• Indicate whether the field is mandatory.
• Select the entity type. Available types include:
• Identifier: If you add an identifier type field to your custom business object, the system automatically
generates a number when a new record is created.
• Description
• Amount
• Quantity
• Time
• Web URL
• Date
• Decimal value
• Indicator
• List: Use this list to define your own code list.
• Code: This option allows you to use any SAP delivered code list released in our public solution model.
• Relation to thing type
• You can reference the custom business object to another custom business object, an account, an
employee, or another standard object by selecting the Relationship to Thing Type option.

If you selected the Multiple Nodes option, then you can select from the list of nodes to indicate where to add a
field. You can create new nodes under the nodes tab and add new fields to it in this section.

 Note

• Every node must have at least one field.

• When you create a new node, the system generates a dummy field, which cannot be deleted but that
you can edit.
• At the root node, there is a default field, which can not be edited or deleted.

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17.5 Build Hierarchy in Custom Objects Using Nodes

You can build the hierarchy structure of your business object by adding one or many nodes under the root
node.

17.6 Use Actions to Model your Custom Business Object

After creating a custom business object, model it to suit your requirements using actions.

Context

You can add actions for each of the nodes by choosing Add.

 Note

You can only add actions here. For further scripting of these actions, log on to the SAP Cloud Applications
Studio.

 Note

The system displays certain elements that have been created for your business object by default and you
cannot edit or delete these elements even in the edit mode.

Once you've finished defining your custom business object, you can:

• Save your changes and continue the modeling at a later time.

• Publish to save and publish your custom business object. This creates the business object in your back-end
system, triggers the UI generation for your custom business object, and activates it.

Once you have published your custom business object, you can also use ODATA Explorer to generate a custom
ODATA service.

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17.7 Enhance the Script Files for Custom Business Object

You must log on to the SAP Cloud Applications Studio in order to further implement the custom business
object. You will be able to add logic to the ABSL script files of your custom business object in SAP Cloud
Application Studio.

17.8 Transport Custom Objects to Productive Tenant

Once your custom business object has been successfully published and the implementation is complete, you
will need to transport it to a productive tenant. You can also transport your custom business object to another
test system by following the steps mentioned in this document.

Procedure

1. Select the custom business object with the status Published. You can see the status of your business
object in the Custom Object Builder tab.
2. Select the Mark for Transport icon under the actions column.

Only business objects with the status Published will have the option of being marked for transport. You can
mark more than one published custom business object for transport. This helps to download all relevant
business objects together.
3. The status of the business object changes to Marked for Transport.
4. After all the relevant business objects have been Marked for Transport, click Prepare Download. The system
saves the download in a zip folder.
5. Login to the relevant productive tenant.
6. Navigate to the Administrator work center, and select the Custom Object Builder tab.
7. To upload the custom business objects, click Upload via Control, and select the relevant zip file.

Results

• The system displays a Version Number, which shows you the different versions of the same custom
business object that have been uploaded with modification.
• The system does not include the assigned business roles in the transport. The business role must be
assigned again in the deployed system.

 Note

After transport to a productive tenant, the system does not allow you to delete the custom business
objects.

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17.9 Use Business-Object-Based Navigation

You can use business-object-based navigation to navigate from any external object to any linked appointment,
task, e-mail, phone call, visit, or route.

To activate this navigation, your custom developer must know which import to use for navigation to make the
appropriate settings.

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18 Workflows

Learn how you can use workflows to support your business processes.

Automate your business processes using workflows. Configure to send notifications, trigger automatic e-mails
and define conditions to update fields or calculated values. Also trigger actions or schedule workflows based
on dates, time or other complex conditions. Workflows also allow you to create multi-step approvals.

Workflow configuration involves creating workflow rules that can trigger automatic e-mail messages,
notifications, field updates and actions for business objects. Administrators can create workflow rules
specifying actions/notifications/field updates for business objects, recipient groups, employees and so on.
Workflows enhance the flexibility and adaptability of your Cloud for Customer solution to your custom business
requirements.

To configure workflow rules, go to Administrator Workflow Rules New . Using workflows,you can
activate rules for updating fields, setup automatic notifications, trigger creating tasks, send e-mail notifications
to customers and so on. The various configuration possibilities for workflows are described here.

Workflow rules involve a five step process. These include Business Object, Timing, Conditions, Actions, Review
and Confirmation. These components determine how the workflows will be used in the various business
processes. The steps are described in detail further in this chapter.

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Object

The first step to creating a workflow rule is selecting the business object for which the rule applies.

Timing

The timing determines when the system should evaluate the rule. The three available options are On Create
Only (when the object is created), On Every Save (every time an object is saved) and Scheduled (scheduled
after an event occurs). You can specify, for example, if a workflow rule be triggered when an object like a sales
quote or ticket is created or when saved. There is also an option to schedule the rule for a specific time, for
example two days before the due date of an item.

Conditions

Conditions are the criteria which trigger workflow rules. These conditions may be standard fields, extension
fields, field value change and so on. For example, if you create a sales quote above a certain value (the
condition), the system triggers the associated action. You must maintain conditions in Groups. Maintain
multiple conditions within a group if you need more than one criteria to be met for the workflow rule. Use
separate groups to define OR conditions.

Actions

E-mail, Messaging and Actions define tasks that must be executed when a workflow rule is triggered. For
example, send an e-mail, generate a notification, send a text message or update a field of the object (both
standard and extension fields as well as trigger an action). You can define actions using one of the supported
rule-types namely the Notifications. To better understand how these actions are triggered, here are the basic
steps your administrator takes to set up workflow:

18.1 Configure Workflow Timing

Administrators can configure when a workflow rule must be evaluated and triggered. Timing can be relative to
create or change of a business object or can be scheduled.

The three available options in configuring workflow timing are are On Create Only (when the object is created),
On Every Save (every time an object is saved) and Scheduled (scheduled after an event occurs).

Following options are available:

• On Create Only - The rule is applied at every create of a business object instance; No other attributes are
considered for On Create Only selection.

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 • On Every Save - The rule is applied at every save of a business object instance; No other attributes are
considered for On Every Save selection.
• Scheduled - The rule is applied as scheduled for a business object instance (scheduled after an event
occurs); The Events to schedule the rule can be defined. You can specify, for example, if a workflow rule be
triggered when an object like a sales quote or ticket is created or when saved. There is also an option to
schedule the rule for a specific time, for example two days before the due date of an item. For example, a
ticket is scheduled for escalation one day after completion is due, if the status is still In-Process.
Schedule a workflow rule if you refine the workflow based on events like Business Object Change or
Custom Date. You can select the event and then specify the relative time like On (a specific date), After
(after the specific event with a relative time offset), Before. The related attributes for Scheduled Timing are
• Event

 Note

The events listed in the field help are specific to a business object you have selected. Further, the
business object selected can be enhanced with a custom field with data type as Date.

• Relative Time [like After, Before, On]

• Time Offset [To set the duration]

 Recommendation

• Workflow rules that are set to with Timing - On Every Create or On Every Save are run synchronously
while the transaction object is being created or saved in user session. Too many rules affect system
performance. Therefore it is recommended that you consolidate these rules.
• Use the Scheduled option as the scheduled rules run asynchronously and the conditions and actual
workflow for scheduled rules are triggered outside the user session.
• Note that workflow time affects all users using the business object within a process and define rules
accordingly.

18.2 Configure Workflow Conditions

Administrators can configure conditions to specify criteria that must be fulfilled in order to trigger workflow
rules. Conditions can be based on standard fields, extension fields, field value change and so on.

Conditions are structured in groups and include criteria that must be fulfilled if a workflow action must be
triggered. More than one condition can be defined using logical operators AND/OR. The AND operator can be
defined using condition within the same group. To add more than one condition, use the OR operator. Add a
new group to define the OR operator amongst the workflow conditions such that if conditions in at least one
group are met, then the overall condition is considered fulfilled and the workflow rule has been triggered.

For example, the value - Before Object Change, can be used to define conditions based on the field value
changes. For example, a notification is sent when the field - Escalated is changed from Not Escalated to
Escalated.

Follow these steps to define conditions.

1. Define Conditions (Optional).

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 1. In the Define Conditions step, click Add Group to define a new condition group.
2. To start with, you need at least one group to define conditions. Within one group, you can add
conditions using either of the following:
• Conditions Met or Conditions Not Met criteria that validate if the conditions are true or false
respectively.
• The operands such as AND or OR. Note that when using operands, the first condition can only be
defined using the AND operand. To use the OR operand, you must have defined more than one
conditions in the group.
3. In the dialog box, select the field, such as Status, for the expression of the condition.
Then specify an appropriate Compare Operator, and a value.

 Note

You can also create conditions using custom (adapted) fields. Set up any custom fields first, before
you create your workflow rules.

4. If desired, specify conditions with the following options:

• To add an AND expression, click Add Condition.
Conditions within a group are logical AND expressions. All conditions within a group are met for
the condition group to be considered fulfilled.
• To add an OR expression, click Add Group.
If all conditions in at least one group are met, then the overall condition for the rule is considered
fulfilled.
5. To remove or edit a condition, click the corresponding icons.
To remove a condition group, click Remove Group.
6. Click Next to define the actions associated with the rule.

18.3 Configure Messaging Workflows

Messaging rules can be configured to send a formatted text message to the mobile device number registered
in the master data of the recipients.

Follow these steps to send SMS text messages:

• Select the flag Create Messaging Activity to create a business activity for the SMS text messages.
• Specify the Sender of this message. This is the Mashup Web Service ID that is used to trigger the SMS text
message.
• In the Text field, enter the description that should be displayed for the user.
• Placeholders are the field values of the formatted text message. To add placeholders, perform these steps:
1. Click Add Row.
2. Enter the placeholder as it appears in your chosen template file.

 Caution

All placeholders included in notification templates must be in all caps, contain no special
characters, and begin and end with a hash tag (#).

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 For example:
• #ID#
• #ACCOUNT#
• #100#

3. Select from the available list of fields. The list is dependent on the business object you selected for the
workflow rule. Custom fields appear in the list, and can be used with template placeholders.
4. You may also use your defined placeholders in the subject line of the notification.
• To define employees of a particular responsibility category as the recipients, click Add Determination. Then
select from the available list and repeat this selection as necessary.

 Note

All business partner roles are available for selection in the list. The complete selection list is
dynamically added using code list and hence the values in the selection list can be modified. You
can use the fields Top Level Account Owner and Top Level Account Team as filters to include only the
parent company in a notification.

• To define a particular employee as the recipient, click Add Employee. Repeat this selection to add all
recipients of the notification.

18.3.1  Enable Messaging Workflows

Administrators must enable messaging before configuring messaging in workflows.

Maintain the following configuration:

• Configure sender service: Go to Business Configuration Implementation Projects . Select your project
and navigate to Edit Project Scope Questions Sales Account and Activity Management Activity
Management Activity Types and select the scoping question: Do you want to record messaging activity?
• Under Administrator Mashup Web Services , create a mash-up web service to integrate to the SMS
provider.

18.3.2  Track E-Mail and Messaging Activity

Any e-mail and messaging activity that you trigger using workflows can be tracked in the document flow for an
object. This is possible because e-mail and messaging activities created through workflows are now linked to
the source object.

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Example

When creating workflows for sales order, if you select the Create E-Mail Activity flag, the e-mail activity is linked
to the sales order and also available in the Document Flow and Activities tabs in the sales order.

18.4 Configure Field Updates using Workflow Rules

Field Update rules result in an automatic update to the specified field when the defined conditions are met.

Administrators can configure updates to fields that must be performed when workflow rules are triggered.
Field updates change value of the field. For example, when a lead is created with Qualification level as Hot,
priority of the lead is automatically changed to Immediate

Follow these steps to configure field updates:

1. In the Fields to Update table, click Add Row to choose a field to update if the rule conditions are met.
2. Selects the fields that are required for update OR or select the Actions that are required to be triggered. For
example, if you select the field Priority, then select an Update Type with value as Urgent.
Depending on the type of field you select, the Update Type displays various options such as Calculated,
Value, Formula and Copy from Field :
• Value - This option allows you to enter text, numeric value, add/remove for multivalue fields, or even
calculate values. These options vary based on the update type that you have selected.

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 • Formula - Enter the formula that is internally in the system to perform the calculations and accordingly
update the existing field value.
• Copy from Field - Use this option to copy values from another field. It copies values as well as text
description of any code list. This function works only if the data types of the fields (copied from and
copied to) are the same. Further, note that this feature option is available only if there exist fields of the
same type in the business object. The field help for Field displays all fields of the same type available in
the business object.

 Note

When workflow rules impact fields from other business objects, then the authorization of the user
triggering the workflow is not considered. For example, an administrator configures the workflow to
update the account role from Prospect to Customer when the quote is converted to Won. The end
user only has a read authorization to customer records even though the user has a create/update
authorization of sales quote. When the user converts the quote to Won, the customer's role is
updated to Customer even though the user does has no authorization to update customer record.

Then specify a value (such as Urgent).

3. If you want to notify appointment attendees of changes, specify additional fields to update by adding more
rows to the table.
4. To remove a row, select the row, then click Remove.
To edit a row, click the edit icon in the table.

18.4.1  Replace or Update Multi Value Code Lists

You can replace the entire lists and add or remove specific values from value help lists using the Field Update
option for workflow rules. Note the following checkbox options:

• Replace all existing values - Select this checkbox to replace the existing codelist with new values. When you
select this flag, the Add checkbox is automatically enabled for all the new values you have added in the list.
• Add - Enables you to select individual values from the list.
• Remove - Enables you to remove select values from the list.

18.5 Configure E-mail Workflows

Understand the various options and process steps involved in configuring workflows for e-mail notifications.

For example, when you define workflow rules for visits, you can send e-mail notifications to visit attendees or
visit contacts.You want to ensure that everyone involved in a visit always has the latest information. Define a
rule so that anytime a visit is updated (any save), an e-mail notification is sent to the visit contacts and visit
attendee.

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In the Define Actions step, select the Rule Type - E-mail. The E-Mail rules result in an e-mail being sent to the list
of recipients and requires an HTML file for use as the e-mail template. Use the following options to configure an
e-mail workflow template:

 Tip

If you want to use predefined HTML templates for e-mail notifications, add HTML files to the list of allowed
MIME types in the Allowed MIME Types for Document Upload fine­tuning activity.

• Some appointment attendees may be outside your company and have no access to notifications in the
solution. Use rule type E-Mail to notify attendees of changes to appointments. When you use rule type
E-Mail, the option Appointment Attendees appears in the Recipient Determination section.
• Select Always Send E-mail flag if you want to receive an e-mail each time the business object is changed.
By default (flag is unchecked), an e-mail is sent only once.
• If you trigger creation of an activity for the e-mails that are triggered based on the workflow rule, select the
flag Create E-mail Activity.
• Select the flag Add Attachment if you want to enable adding custom attachments to the e-mails sent
using this workflow rule. Maintain the required logic to collect documents and attach them to e-mail.
You maintain this customizing in the enhancement option: ExitForGettingWorkflowAttachment using
SAP Cloud Application Studio.
• To display the sender name in an e-mail alert, enter the Sender Name and Sender E-mail.
• Select the flag Select a Sender E-mail to determine sender name and e-mail address for workflow
generated e-mail notifications. For example, you may want to use e-mail address of the sales
representative to send a sales quote. The feature uses party determination to select a sender address.
With this feature, any e-mail replies to the workflow generated e-mails are routed to the inbox of the sender
and you no longer have to provide a hard-coded sender name and address.

 Note

Only parties with employee role can be used in the sender determination. If there are multiple
employees assigned to a party role, the determination selects details of the first employee in the list.

• Subject Template File - Mandatory - In order to complete configuring the workflow rule for e-mails, browse
for and select a template file that will be used for the e-mail notification.
• Enter the subject displayed for the recipient of the notification. You can also enter the subject in other
available languages by clicking
• Add placeholders to include them in the subject line and the template file of your e-mail notification. Map
any placeholders used in the template to fields in your solution. To do this,
1. Click Add Row.
2. Enter the placeholder as it appears in your chosen template file.

 Caution

All placeholders included in e-mail notification templates must be in all caps, contain no special
characters, and begin and end with a hash tag (#).

For example:
• #ID#
• #ACCOUNT#
• #100#

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 3. Select from the available list of fields. The list is dependent upon the business object you selected for
the workflow rule. Custom fields appear in the list, and can be used with template placeholders.
4. You may also use your defined placeholders in the subject line of the e-mail notification.
• To define employees of a particular responsibility category as the recipients, click Add Determination. Then
select from the available list and repeat this selection as necessary.

 Note

All business partner roles are available for selection in the list. The complete selection list is
dynamically added using code list and hence the values in the selection list can be modified. You
can use the fields Top Level Account Owner and Top Level Account Team as filters to include only the
parent company in a notification.

• To define a particular employee as the recipient, click Add Employee. Repeat this selection to add all
recipients of the notification.

18.5.1  Configure Signature Templates

Administrators can configure templates with signatures for all e-mail communication including replies and
forwards.

Users can be assigned to whom these templates apply. These signature templates will overwrite any existing
assigned templates. This feature allows administrators to enforce a uniform template for all users in the
organization.

Configure this feature under Administrator General Settings Templates Default Signature Templates .

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18.5.2  Set Account and Contact of Source Workflow Object in
E-mail Notification

Default the account and contact from source workflow object in the e-mail notifications ( triggered from
workflows for that object).

Administrators can enable this feature by selecting the checkbox for Activity Creation under Actions
Workflow Settings .

Example

A workflow rule is configured for a sales quote to send an e-mail notification to contact person. However, the
contact person has primary relationships with two accounts, Account1 and Account2. In this scenario, if the
sales quote is created for Account2, then the e-mail notification triggered for the sales quote has account
defaulted to Account2.

18.5.3  Code List Descriptions in E-mail Notification

Templates

Code list descriptions are displayed in the placeholders in e-mail notifications.

These descriptions are more relevant and meaningful and add context to the e-mail. However, if you use
formatted texts in template placeholders, the e-mail displays same format in which the field value is saved in
the source transaction (for example, sales quote, sales order, ticket and so on).

The graphic explains the difference between using code list descriptions and formatted texts. The placeholder
#SOURCE# displays code list description E-mail request while the #MANAGERNOTES# placeholder field is
replaced by a text Manager with bold and colored font.

18.5.4  Track and Manage Bounced E-mails

Track bounced e-mails and correct any inconsistencies in e-mail addresses. The workflow log is also updated
with the bounced instances.

Following feature possibilities are available for bounced e-mails:

• Track them in the workflow logs

• View them in the sender inbox; A notification is sent to the sender inbox.
• View the service tickets created to follow-up on the bounced e-mail. A new service ticket is created for each
bounced e-mail to help in tracking them.

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18.5.5  Configure Employee E-mail Address as Default Sender
Address

Sender name and e-mail address can be automatically determined for workflow generated e-mail notifications.

For example, you may want to use e-mail address of the sales representative to send a sales quote. The feature
uses party determination to select a sender address. With this feature, any e-mail replies to the workflow
generated e-mails are routed to the inbox of the sender and you no longer need to provide a hard-coded sender
name and address.

 Note

Only parties with employee role can be used in the sender determination. If there are multiple employees
assigned to a party role, the determination selects details of the first employee in the list.

To use this feature, select the checkbox for Select a Sender E-mail for rule type - Actions under Workflow
Rules Define Actions .

18.5.6  Configure Workflows to Send E-Mail Notifications to

Active Delegates

Administrators can configure workflows to allow active delegates in your system can receive e-mail
notifications.

Use this feature to ensure information channeled for employees is received by their delegates or substitutes
in the absence of the employees. You can configure this feature under Administrator Workflow Rules
Workflow Settings Recipient Determination Determine the active delegates for an employee in the system,
as a recipient in workflow rules .

18.5.7  Configure Tracking E-Mail Triggered from Workflows

Possibility to track e-mail and messaging activity triggered from workflows.

As an administrator, any e-mail and messaging activity that you trigger using workflows can be tracked in
the document flow for an object. This is possible because e-mail and messaging activities created through
workflows are now linked to the source object. To enable tracking e-mails, you must select the flag Create
E-mail Activity in the workflow rule.

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Example

When creating workflows for sales order, if you select the Create E-Mail Activity flag, the e-mail activity is linked
to the sales order and also available in the Document Flow and Activities tabs in the sales order.

18.5.8  Configure to Send E-Mail and SMS to Main Recipient

Only

Administrators can configure workflows to send e-mail and SMS only to the main recipient maintained in the
address.

Under Workflow Settings Address Determination , select Use main address of the recipient to send out
e-mail and sms, to send e-mail only to the main address that is maintained in the business address for a
contact. System behavior when this setting is applied, is documented below:

• E-mail is sent if the e-mail address is available in the business address.

• E-mail is not sent if address is not maintained in the business address, though it is still available from the
main personal e-mail address.
• E-mail is sent to the ID maintained in the main personal address, if the contact is not associated with any
account.
• E-mail is sent to the e-mail ID maintained in the relationship of the account, that is used in the transaction.
• The logic described above also applies to SMSes.

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18.5.9  Attach Business Object Summary as PDF in an
Outgoing E-mail

You have the ability to attach the business object summary as PDF in an outgoing e-mail.

When you configure a workflow for triggering email notifications, then depending on the condition of the
business object (for example, a sales quote) for which you configure the workflow, a summary of the business
object gets attached to the outgoing email.

 Note

This feature is possible only if a form template has been maintained for a business object and an e-mail
template has been configured in the workflow configuration.

The enhancements have been defined in the third step of workflow configuration - Define Actions. Select the
Create E-mail Activity checkbox to send the PDF summary as an attachment in e-mail. If you do not select this
checkbox, only an e-mail notification will be sent without the PDF attachment.

 Note

Also note that when you select the Create E-mail Activity checkbox, the PDF attachment sent in the e-mail
also gets attached to the activity.

Also note the new selection options for the template for PDF summary. The PDF Template Language and the
PDF Template Country together determine the PDF Template Variant. You also will need to add the employees
who are recipients of this notification rule.

18.6 Configure Social Media Workflow

Understand the various options and process steps involved in configuring workflows for social media channels
like WeChat, Facebook and Twitter.

18.6.1  Send Notifications to Social Media Channels as

WeChat

Use the push notifications sent to social media channels such as WeChat to communicate and also fill­up
surveys.

To receive these notifications, the contacts or users must register on the official social media account, that
creates a social media user profile for the contact.

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18.6.2  Survey Form for Facebook and Twitter User

Configure workflow rules to send survey link through social messages.

This feature enables you to generate a survey link and send it on the social media channels like Facebook and
Twitter.

 Note

You must enable the Value Before Object Change while defining conditions to prevent multiple executions of
the workflow.

18.6.3  Automatic Reply to Facebook or Twitter User

Automate reply message to Facebook or Twitter users social post by configuring workflow.

This feature enables you to reply in the original message thread, public posts, or private messages.

You can also automate the sending of notifications for changes in social ticket for Facebook or Twitter user
through social channel.

 Note

Your user must enable Value Before Object Change while defining conditions to prevent multiple executions
of the workflow.

18.7 Configure Workflow Follow-Up Tasks

If defined conditions are fulfilled, this rule type Activity-Task triggers creation of a task for the selected business
object.

The creation of a task results in a new Save of the main object involved (e.g. Opportunity or Ticket), potentially
triggering the execution of other workflow rules. Always define the conditions of each rule to be as restrictive as
possible, to avoid the risk of creating loops.

Following possibilities exist for creating follow-up tasks:

• Create and assign a new task to an employee responsible

• Link task to the object for which the task is created; This assignment is taken care internally in the system.
• Use placeholders in subjects
• Start date defaulted as workflow execution date

 Restriction

Workflow rules of type Activity Task cannot be created for activity objects (appointments, tasks, phone
calls, and visits).

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For each of these tasks, maintain the following:

• By default, creation of a task results in a save instance for the business object. To create a task on every
save of the object, select the flag - Always Create Activity Task.
• Enter the subject to displayed to the recipient of the notification. Enter the subject in other available
languages by clicking
• Due In (number of days, weeks or months)
• Category for the task such as Customer Visit, User Task, Telephone Call and so on.
• Add placeholders to include them in the subject line and the template file of your e-mail notification. Map
any placeholders used in the template to fields in your solution. To do this,
1. Click Add Row.
2. Enter the placeholder as it appears in your chosen template file.

 Caution

All placeholders included in e-mail notification templates must be in all caps, contain no special
characters, and begin and end with a hash tag (#).

For example:
• #ID#
• #ACCOUNT#
• #100#

3. Select from the available list of fields. The list is dependent upon the business object you selected for
the workflow rule. Custom fields appear in the list, and can be used with template placeholders.
4. You may also use your defined placeholders in the subject line of the e-mail notification.
• Maintain Recipient Determination; To define a particular employee as the recipient, click Add Employee.
Repeat this selection until all recipients of the notification are defined.
• Maintain Employee Determination; To define employees of a particular responsibility category as the
recipients, click Add Determination. Then select from the available list and repeat this selection as
necessary.

 Note

All business partner roles are available for selection in the list. The complete selection list is
dynamically added using code list and hence the values in the selection list can be modified. You
can use the fields Top Level Account Owner and Top Level Account Team as filters to include only the
parent company in a notification.

18.8 Configure Workflow Actions on Business Objects

Rule type - Actions allows you to set certain statuses for the business objects.

If the conditions you have defined are fulfilled, you can set following updates to the respective business objects:

• Activate - This action changes the account status from In Preparation to Active.
• Assign Me as Owner - This action adds the logged in employee as employee responsible to the account
team.

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• Block - This action changes the account status from Active to Blocked.
• Derive Territories - This action derives the territory for an account.
• Flag as Obsolete - This action changes the account status from Active or Blocked to Obsolete.
• Revoke Obsolescence - This action changes the account status from Obsolete to Blocked.
• Unblock - This action changes the account status from Blocked to Active.

18.8.1  Custom Actions on Standard Business Objects using

Workflow Engine

You can use the workflow engine to configure custom actions and define when to trigger these custom actions.

This allows you to leverage the scheduling capabilities of the workflow engine. It also allows administrators to
modify the standard logic without having to modify the SDK code.

18.9 Design Your Workflows Using Workflow Analysis and

System Recommendations

Run workflow analysis to use system generated recommendations to configure workflows for optimum
performance.

Administrators can run the workflow analysis using Administrator Workflow Rules More Workflow
Analysis .

Apart from design time analysis of the workflow rules for best system performance, this feature also identifies
workflow rules that are maintained without conditions or actions. Recommendations are given to configure
workflow rules with specific conditions and actions, in order to maintain a defined scope.

18.10  Workflow Notifications

Internal notifications are those sent only to users of the solution and include the workflow notifications found
on the toolbar as well as e-mails.

18.10.1  Configure Workflow Notifications

Notification is sent to the recipient as defined in the workflow rules.

In the Define Actions step, select the rule type Notification. Notification rules create a new item in the
Notifications list available in the toolbar. Only internal recipients receive notifications.

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Steps to create a notification:

• Send Notification determines when the notification must be sent to the recipient. You can specify for
example, if the notification be sent on change or create of business object. In the previous Conditions
tab,define time-based conditions based on a date or time field of the selected business object. The
system uses these conditions to determine when to send notification to the recipient. For example: Send a
notification 10 days before the due date of the completion of a business document.
• Specify the expiration period for the notification — for example 10 Day(s). Expires After defines when the
notification is removed from the Notification List of the recipientThe default validity is set to 30 days after
which the notification expires if you have not mentioned an expiration period.
• Under Cancellation of Task, select the criteria, which for cancellation of the notification.
• Enter the subject to be seen by the recipient of the notification. You can also enter language specific
subject in other available languages by clicking .
• Placeholders are field values of the object that are used in the subject of the formatted text for notification.
Add placeholders to include them in the subject line and the template file of your notification. Map any
placeholders used in the template to fields in your solution. Placeholder are the field values of the object
that are used in the Subject of the Notification. To do this,
1. Click Add Row.
2. Enter the placeholder as it appears in your chosen template file.

 Caution

All placeholders included in notification templates must be in all caps, contain no special
characters, and begin and end with a hash tag (#).

For example:
• #ID#
• #ACCOUNT#
• #100#

3. Select from the available list of fields. The list is dependent on the business object you selected for the
workflow rule. Custom fields appear in the list, and can be used with template placeholders.
4. You may also use your defined placeholders in the subject line of the notification.
• To define employees of a particular responsibility category as the recipients, click Add Determination. Then
select from the available list and repeat this selection as necessary.

 Note

All business partner roles are available for selection in the list. The complete selection list is
dynamically added using code list and hence the values in the selection list can be modified. You
can use the fields Top Level Account Owner and Top Level Account Team as filters to include only the
parent company in a notification.

• To define a particular employee as the recipient, click Add Employee. Repeat this selection to add all
recipients of the notification.

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18.10.2  Add Recipients for Failed Workflow Notifications

Administrators can choose to send notifications for failed workflow rules to specific administrators and users.

You can choose whom to send notifications for failed workflow rules. In the Workflow Rules workcenter view,
click on the gear icon for Actions and then choose Workflow Settings. In the Workflow Settings screen, click on
the hyperlink for Notifications on Failed Rules. You are navigated to Failed Notification Recipient dialog screen
where you can add specific administrators to whom you want to send the notifications for failed workflow rules.
Use Remove to delete administrators from this list.

18.10.3  Receive Notifications outside of Your Inbox

Send push notifications to inbox and mobile devices. Tap on the notification to navigate to the object related to
the notification.

Administrators can configure this feature by selecting the Send Push Notification indicator in the workflow rules
of type Notification.

18.10.4  Configure Notifications for Failed Workflow Rules

Notifications for failed workflow rules are generated using an hourly background scheduled run. Note that
the notifications are generated only if there are failed workflow rules in the scheduled run. For each of the
background job, you can see how many workflow rules have failed.

Follow these steps to view the failed workflow rules notification logs:

1. Click on the Notifications icon on your screen.

The list contains notifications for each of the hourly scheduled job runs to track failed workflow rules. Each
notification also displays the number of workflow rules that have failed in that scheduled run.
2. Click on a notification to view the failed workflow rules.
3. Next, click on More to view details of the failed workflow rule.
4. Click on an object ID to view for which instance the workflow rule failed.
5. Next, click on an instance to navigate to the rule summary details.

Clean your Notifications

You can now clean up your notifications list using Dismiss. This dismisses the notification for your user but
continues to display in the list for other users to whom the notification has been sent. You can also dismiss
multiple notifications at a time using multi-select and Dismiss option.

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Personalize Filter Queries for Notifications

In the Notifications screen, click on the icon for advanced search and create a new query filter or modify
existing ones. Save these query filters and use them to search for notifications.

18.10.5  Personalize Filter Queries for Notifications

In the Notifications screen, click on the icon for advanced search and create a new query filter or modify
existing ones. Save these query filters and use them to search for notifications.

18.10.6  Clean Up Notifications List

You can clean up your notifications list using Dismiss.

This dismisses the notification for your user but continues to display in the list for other users to whom the
notification has been sent. You can also dismiss multiple notifications at a time using multi-select and Dismiss
option.

18.10.7  Configure Notifications for Employee Delegates

Administrators can define notifications for delegates, where the delegate receives notifications of tasks to be
completed, or general notifications for the employee who is absent. Follow the steps given below to create a
delegate notification:

 Note

When you or the employee activates delegate, the system automatically provides copies of notifications to
the delegate without the administrator having to manually maintain this view.

1. Go to Administrator Notification of Delegates .

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2. Select the employee for whom you want to create or edit delegates, and choose Edit Delegates.

 Note

You will see a list of existing delegates, if any. You can activate them by selecting Activate.

3. To create a new delegate, select Add Row and enter:

1. The Relationship Type depending on whether the employee you selected is the employee who will be
absent or the employee who will become the delegate.
2. The Related Employee who will either be a delegate for or have work delegated to him or her by the
former employee, depending on what you select in the previous column.

 Note

To activate this delegate immediately, select Activate.

4. Save your changes.

18.11  Manage Workflow Logs

Administrators can access workflow logs in the actions listed under the Settings (gear) icon in the Workflow
Rules work center view.

Feature highlights of workflow logs are listed here:

• Workflow logs are listed for all Past Rules and Scheduled Rules. Choose additional filters to display logs.
• The logs display date and time stamp for the error.
• The logs contain error messages displayed in the business object instance where the error occurred.
Click the hyperlink for business object ID to navigate to the business object instance where the error has
occurred.
• Select a rule and click Retry action listed under the actions.
• Click Export Rules to download the logs in an excel file.

18.11.1  Rule Log

Rule log displays error log for a selected workflow rule. Access this menu option under the settings (gear) icon
in the Workflow Rules work center view. Same set of details as workflow logs are displayed for the selected
workflow rule.

18.12  Monitor Workflow Rules

Administrators can monitor, review, schedule and re-trigger workflow rules.

Following actions provided under the gear icon in the Workflow Rules work center view:

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 • Deactivate
• Activate
• Rule Schedule
• Workflow Log (shows past rules and scheduled rules to be executed in the future)
• Rule Log
• Workflow Settings (notifications on failed rules)

18.12.1  Monitor Execution Outcome

Monitor the status of the workflow rules that have already been triggered.

Use the Rule Log action to view the status of executed rules and review the outcome of all rules executed in
the past, and confirm if any rules have failed. This feature is helpful to monitor rules scheduled on multiple
instances. Further, if the workflow rule fails to execute, you can navigate to the object or to the rule to
investigate further.

18.12.2  Re-Execute Failed Rules

Retry executing the failed workflow rules.

With the Retry feature, administrators can re-trigger a failed workflow rule. you can filter the logs results by
specifying a time frame. For example, select Today in the selection help to view the logs created on that
particular day. A new log is generated with the updated statuses for the rules that have been re-executed. To
view the logs, click on Refresh. You can also filter the logs based on Rule Description, Object Type and Status in
the advanced search.

18.12.3  View Workflow Rule Execution Status

View the execution status for a workflow rule in the Past Rules table under Workflow Changes.

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19 Manage Transport Requests

As an administrator, you can manage all your transport requests in one place. You can create transport
requests and move implementation content between different systems in the same release versions.

This means that if the release versions are different, for example, if the production tenant is in 2011 version and
the test tenant is in 2102 version, you can’t transport the content.

 Note

This feature is available only for customer systems and not for partner systems.

The following transport objects are supported in the standard system:

• Adaptation Changes
• Add-On Solutions
• Analytical Content
• Business Roles
• Code List Custom Order
• Code List Restrictions
• Custom Work Center
• Custom OData Service
• Key User Extension Fields
• Language Adaptations
• Local Form Templates
• Mashups
• Organized Work Centers
• Surveys
• Templates
• Workflow Rules

19.1 Configure Transport Routes

The first step to managing your transports is to define the transport routes from the source system to the
target system.

Steps to create a transport route are described as follows:

1. Navigate to Service Control Center Systems Active Systems , and in the Overview tab, click Create
Transport Route. The system opens a dialog box.
2. In the Create Transport Route dialog box, select the Target System from the available list of active systems
assigned to the customer. The source system is defaulted to the current logged on system and is read-only.

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 3. Click OK.

You can view the existing transport routes listed in the Service Control Center screen. Click the System ID link to
view the transport routes for the system. If you are logged on to the selected system, all the connected systems
are displayed. For any other system, only the transport route to the currently logged on system is displayed.

19.2 Configure Transport Requests

Once you have defined the transport route, you can create a transport request.

 Note

You can create transport requests and move implementation content between different systems in the
same release versions. This means that if the release versions are different, for example, if the production
tenant is in 2011 version and the test tenant is in 2102 version, you can’t transport the content.

Navigate to Administrator Transport Management and open the Transport Request page. The following
table explains the different field labels on the screen:

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Labels Explanation

Status Defines the current state of the transport:

The status values for local transport requests are:

• New - Indicates a new transport request (target systems and transport objects
may have already been assigned, but the assembly has not yet started)
• Assembly Started - Indicates that the assembly process has started and is
currently running as a background job
• Assembled - Indicates that the content of the assigned transport objects is
collected and packaged in the transport object
• Assembly failed - Indicates that an error occurred during the assembly proc­
ess. The transport log lists the details of the error.
• Released - No further changes can be made to this transport. Transport is re­
leased to a target system. However, you can still add additional target systems
and the assembled content is sent to those systems as well.
• Assembled with Warnings - Indicates that only some of the assigned transport
objects were successfully assembled. The transport log lists the details
• Closed - Indicates the transport request is no longer available for use, either
for transports nor for copying or to add any target system). By setting a
transport request as closed, you avoid using the request to move content to
another target system.

For transport requests that are not local, the status values are:

• Imported - Indicates that the transport request is received from the source
system and is created in the target system
• Activation Started - Indicates that the activation process has started and is
currently running as a background job
• Activation Failed - Indicates that an error occurred during the activation proc­
ess. The transport log lists the details of the error.
• Partially Active - Indicates that only some of the assigned transport objects
were successfully activated. The transport log lists the details.
• Activated - Indicates that the activation is successful.

Source System URL In the target system, use this URL to navigate to the transport request in source
system. Similarly, in the source system, use Target System URL to navigate to the
transport request in the target system.

Local Indicates whether the transport request is imported or created in the current sys­
tem.

Action Required in Target System Indicates if any action is required in the target system. When the transport object
is imported and ready for activation, the field is updated. The checkbox is selected
if the transport object is ready for activation in one or multiple target systems. The
field is reset after the actions are complete in all the target systems.

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19.2.1  Create and Copy Transport Requests

1. In the Transport Management launch page, click to open the New Transport Request dialog box.

 Note

You can also copy existing transport requests to create a new one, irrespective of their statuses.

In the Transport Management launch page, select the transport request you want to copy, and under
the Actions menu, click Copy. Alternatively, in the detailed view, click More Copy to copy the
transport request

The target systems are copied if the transport request being copied is a local transport request
(created in the same system). The target systems are not copied if the request has been imported to
the system. Further, if any of the target systems is not active, it will not be copied.

2. Enter a name and note and click Save and Open. The Transport Request window opens.

19.2.2  Select and Add Transport Objects to Transport

Request

1. In the Transport Objects tab, click Select. The Select Transport Objects popup window opens.
2. In the new window, select one of the transport objects from the first column in the table listed here,
followed by the relevant step listed in the Further Steps column, and then click OK.

Transport Object Further Steps and More Information

Adaptation Changes Enter the work center ID (use wildcards to search for a work center) or use the
value help.

You can move the key user adaptations in master layout and page layouts
using Transport Management:

 Note

Analytical content related to embedded reports are also part of these

Adaptation Changes transports.

Add-On Solutions As an administrator, you can transport add-on solutions that have been
assembled in SAP Cloud Application Studio, across systems. If a solution is
in development and the following conditions are met, then an assembly can be
triggered from transport management.
• No locks exist
• The mandatory business configuration elements exist
• All entities can be successfully activated

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 Transport Object Further Steps and More Information

 Note

You must have necessary authorizations to the SAP Cloud Application

Studio Developer workcenter in SAP Cloud Application Studio.

 Restriction

• You cannot transport deletion patches.

• You cannot transport key user (KUT) solutions since these solutions
have own lifecycle management.
• Due to automation, there is no e-mail communication after you have
assembled the add-on solution.
• Only the latest patch version can be selected for transport.
• You cannot trigger partial assembly from the transport request. The
assembly from the transport request will always be complete solution
assembly.
• You cannot transport deployed solutions.
• You cannot transport to partner development systems.
• If patch solution and original solution both exist, then the solution
goes in the original namespace as a replacement via transport
management.
• Unlike SAP Cloud Application Studio solutions, you cannot transport
to the same system.

Analytical Content Select an object type and object ID from the value help.

Business Roles Select a business role ID from the value help. You can activate unchanged
business roles in target system.

When you transport a business role from one system to another, a new role
is created. If the business role already exists, and the content is unchanged,
such a role is not affected by the transports. If the business role already exists
and the content is different, the system raises an error during activation. You
must manually adjust the business role content to proceed further. .

The new business role is created in the In Preparation status, and you must
activate it.

If a business role contains work centers and work center views that do not
exist in the target system (for example, because of scoping or a missing
add-on solution), they are not created in the target system.

If there are UI switches that are part of the business roles, ensure that the
underlying SAP Cloud Application Studio solution is deployed before busness
role is created.

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 Transport Object Further Steps and More Information

 Note

The following data is not transported in business role:

• Notes History
• Responsible Identity
• Restriction rule 99
The values are hard coded master data in rule 99. We cannot be
sure that these master data, such as, Customer ID, Territory, Sales
Org and so on, will exist with the same ID in the target systemt.
This might create a mismatch during transports, and therefore the
requests might fail.
• User Assignment

Code List Custom Order Code List Custom Order are automatically included as mandatory
dependencies in all transports wherever applicable. They are also
automatically included in adaptation changes transports.

Code List Restrictions Select business object, the code to restrict, control field, and the business role
from the value help.

You don’t need to transport the UI layout to transfer the code list restrictions
as the code list restrictions is a separate transport object.

Custom Work Center Select work center or work center view from the drop down.

The new work center created in the target system may have a different
technical ID, however the description is the same as in the source system.

Custom OData Service Move custom OData services between systems using transport management.
Select Custom OData Service transport object type and then select the
appropriate Custom Service Name that you need to move.

Key User Extension Fields Select business object and extension field from the value help.

This feature is supported for the following transport objects:

• Add-On solutions
• Business Roles
• Language Adaptations
• Form Templates
• Code List Restrictions
• Organize Work Centers
• Custom Work Center
• Survey
• Workflow Rules
• Code List Custom Order
• Key User Extension Fileds

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 Transport Object Further Steps and More Information

Transport key user extension fields; You can search for the key user extension
fields by transport object, business object and key user extension fields. Note
that these fields created in SAP Cloud Application Studio will not appear for
selection here.

 Restriction

Analytical objects and forms/reports are NOT considered in these

transports.

Language Adaptatios Select the target language from the dropdown menu.

Local Form Templates Enter the path for the template form in the Local Form Template
field. The template path may look like this, for example, /BYD_COD/
ServiceOnDemand/Collaboration/PT_ZCPES_CI_E.QA.uicomponent.

The form templates must be in published status to be included in the

transport request.

Mashups Select a mashup from the value help.

• You can transport mashups that are created by customers.

• You can transport standard or pre-delivered mashups for which layout
changes exist for changing URL or status of the mashup.
• If there are mashups with the same ID in the source and target systems,
then the system compares the content. If the content is same, then
the content is skipped during activation in target system. If the content
differs, the mashup in the target system is deleted and recreated with the
content coming from the source system with the same ID. If the deletion
fails, delete the usage and try again.

 Restriction

• Mashups must be in status active to be included in a transport

request.
• You cannot transport mashups created by partners. Use the SAP
Cloud Applications Studio deployment.
• You cannot transport data mashups using partner created web
services.

Organized Work Centers Select a organized work center name from the value help.

• If a configuration with the same name already exists in the target system,
it will be replaced with the new transport.
• Ensure that the dependent work centers and work center views are
scoped and available in the target system.

Surveys Select a Survey ID from the value help.

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 Transport Object Further Steps and More Information

• Surveys imported in the target system is in the In Preparation status.

• If the dependent objects such as, products, product lists, and
classifications, are not available in the target system, then warnings are
raised during assembly and activation.

Workflow Rules Select a description and then select a Business Object from the value help.

• The workflow rules are created in the inactive status in the target system,
and you must activate the workflow rules.
• If email templates are part of the workflow rules, they are also
transported along with the rules.
• If PDFs are used in the rule, then you must assign them to the rule in the
target system before activating it.

Templates Templates under Service (work center) Templates are enabled for
imports and exports using transport management.

Specify description, business object, template ID, type and usage type and
channel type to search for templates to add to the transport.

 Note

Workflow templates are not supported with this feature.

 Note

Select a transport object and click Add Selected to include it in the transport request. To include all the
objects, click Add All.

3. When you select and add a transport object, mandatory dependencies associated with the transport
object are automatically updated for the object. These mandatory dependencies cannot be removed
unless you remove the transport object from the transport request.

19.2.3  Review or Add Mandatory And Optional Dependencies

The standard system has hardcoded dependencies that are added to transport objects when they are added to
transport requests. You can add optional dependencies too.

1. Mandatory Dependencies: The standard system proposes mandatory dependencies that include objects
that have a dependency with the selected transport object. You can add further additional mandatory
dependencies if your transport object has been modified in the meantime. Use the Update Mandatory
Dependencies action to manually add mandatory dependencies.
For objects that have been added through mandatory dependency, you can view the list of source objects
having dependency on the selected transport object using action - Explain Dependency. Such objects have
the selection method - Added by Dependency.

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 Click Action Update Mandatory Dependencies if you need to add new mandatory dependencies. You
can also use this action to add dependencies if objects have been changed since they were last added to
the transport request.
2. Optional Dependencies: Apart from mandatory dependencies, you can add optional dependencies to a
transport object using the action - Add Optional Dependencies.
Click Action Add Optional Dependencies for the system to propose dependencies that you can add
to the transport request.

Also, look up the list in this document to understand the mandatory dependencies supported for each
transport object.

Mandatory and Optional Dependencies Supported for Transport Objects

Transport Object Type Mandatory Dependency Optional Dependency

Adaptation Changes Key User Extension Fields, Mashups, • Language Adaptation

Code List Custom Orders For more information, see Change
UI Labels [page 19]
• Public Solution Model (PSM)
OData Configuration

Add-On Solutions No Dependencies Key User Extension Fields

Business Roles Key User Extension Fields, Custom No Dependencies

Work Centers and Views

Code List Custom Order Key User Extension Fields • Adaptation Changes
• Add-On Solutions

Code List Restrictions Extension Fields Add-On Solutions

Custom Work Center Mashups No Dependencies

Custom OData Service Key User Extension Fields Add-On Solutions

Key User Extension Fields Key User Extension Fields ( self de­ Add-On Solutions
pendency for calculated fields from Key
user rules)

Language Adaptations No Dependencies No Dependencies

Local Form Templates Key User Extension Fields Add-On Solutions (Extension Fields)

Mashups No Dependencies No Dependencies

Organized Work Centers No Dependencies Custom Work center and Views, Busi­
ness Roles and Add-On Solutions

Surveys No Dependencies Add-On Solutions (Extension Fields)

Workflow Rules Key User Extension Fields Add-On Solutions (Extension Fields)

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 Transport Object Type Mandatory Dependency Optional Dependency

Templates Key User Extension Fields Add-On Solutions (Extension Fields)

19.2.4  Select Target System

1. In the Target Systems tab, click Add System to open the Select Target System dialog box.

 Note

You can select the target systems only if you have already selected the transport objects.

 Note

You can see a list of all potential target systems. Under the Selectable head, if the checkbox is selected,
it means that the system can be selected as a target. To add this system, select the line. The OK button
gets enabled. If a target system is not selectable, the system grays out the OK button and displays
at least one message in the Details section explaining the reason. If a system is already added to a
transport request, it does not appear in the list.

2. Select the required system and click OK.

19.2.5  Assemble and Release Transport Request

1. Click Action Assemble . This triggers a background job to collect all the active objects and package it
in the transport request. The Transport Status changes from New to Assembled.

 Tip

Use the refresh action to check the status change.

2. Click Action Release . This triggers the transfer of the transport request to the target system.

 Note

Ensure that zip files are enabled in the target system since the transport content is stored as zip files.
For more information, see: Configure Upload Controls

The Transport Status changes to Imported in the target system. In the source system, this information is
displayed in the Target System tab on system line and the transport status is displayed as Released.

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19.2.6  Activate the Transport Request

To deploy your updates in target system, you must activate the transport request in the target system.

1. Log on to the target system as an administrator. Find and open the transport request that you previously
created under Transport requests Ready for Activation.
2. Click Action Activate . This triggers the deployment of the changes in the target system in a
background job. The Transport Status changes to Activated.

19.3 View Transport Logs

The Transport Logs tab displays the Log Item Severity and the Log Messages. You can toggle between a default
view of the most important log messages, and a more detailed list. The Transport Content tab displays the
zipped content of all transported changes

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20 Personalization

Learn how to personalize the solution settings to suit your needs.

When SAP Cloud for Customer is implemented by your administrator, they will define the way your system is
displayed. Since personalization is all about you, tweak the solution into your solution so that it best suits your
working style and uniqueness.

As an end user, you can for example, add your own background image, use drag and drop to easily move screen
sections to another location, set the regional time settings, select whether to display additional onscreen
explanatory text, and manage passwords and certificates.

Go a step further in your personalization experience by adding, changing or hiding labels and adding mashups.
You can also create new queries, change the default queries, and organize the queries in each screen to save
time. The personalization settings that you make on the screen take effect immediately. You can go ahead
and accomplish your daily activities without having to restart the system. If you ever decide to go back to the
original personalization settings, you can set it back to default.

Personalize your SAP Fiori Client [page 170]

Learn how you can personalize the solution with your preferences regarding system setting, navigation
settings, content, and layout settings with SAP Fiori client.

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20.1 Personalize your SAP Fiori Client

Learn how you can personalize the solution with your preferences regarding system setting, navigation
settings, content, and layout settings with SAP Fiori client.

20.1.1  Personalize Your Screen

You can personalize your screen in the Fiori Client UI.

The following table gives a list of all the UI elements that you can personalize:

Action UI Elements

Show and Hide • Fields in Header, Object List, Search Filter

• Sections
• Panes
• Tabs
• Buttons, Menu Items

Rearrange • Fields in Header, Object List, Search Filter

• Sections
• Panes
• Tabs
• Menu Items

Sort and Group Columns

On the Fiori Client UI, click your profile on the top right corner of your screen, and select Start Personalization.
The system opens the Personalization Mode side pane.

In the personalization mode, you can do the following:

• To select an area on the screen, right click (for Windows) and tap with two fingers (for Mac).

• To directly edit an area, use . The selected area is indicated by and a yellow border. The
corresponding rows,columns, or buttons appear on the right pane.

• To hide or show fields, use .

• To navigate to the parent section, use .

• To navigate to the child section, use .

• To change the sequence of fields, drag and drop them on the right pane using .

For the changes to take effect, click your profile, and select End Personalization. To discard the changes, select
Discard Personalization Changes.

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20.1.2  Work with Implicit Personalization of Data Set View,
Column Width and Action

The system remembers your behavior as you navigate the data set view, change the column width and the
action choice you make and displays the selections made the next time you log in.

• Data Set view:

Whenever you change the data set view /visualization, then the system remembers the change and shows
it the next time you log in to the system. For example, when you change from list view to chunk view, the
next time you log on to the same device, you will see the data set in chunk view.
• Column Width:
Whenever you change the column width in the data set, the system remembers the change and shows it
the next time you log in to the system.
• Last Performed Save Action on Create:
The system remembers the choice of save action selected by you when you create an object on a specific
device. For example, in the account creation screen, the default selection is Save. If you select the save
option as Save and Open during account creation, then the next time you create an account (on the same
device) you will see Save and Open as the default selection.

If last selected action is hidden in certain scenarios, then it does not show as the default selection. Instead the
default selection of quick create component is seen. For example, Save in account creation screen.

20.1.3  Personalize the Home Page Settings

Home page setting is available as a gear icon on the top right.

Select/tap the gear icon to personalize your home page settings.

You can do the following under home page settings:

• Disable home page as start page

Administrators and business users not actively using the home page, can disable home page from being
the default landing page. With this setting, the first work center view defined for the user or role in user
interface, becomes the default landing page for the Fiori client.
In the personalization and adaptation mode on home page, the user and the administrator can uncheck the
checkbox Set home page as the start page under settings.
• Show cards in groups
Administrator can provide grouping of cards for a user role by selecting the checkbox Show cards in Groups
under home page settings.

 Note

Add Group for cards is only available if it is enabled by your administrator.

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20.1.4  Customize Solution with Your Brand

The Theme Builder is a tool to create a theme to match the branding of your company. Theme builder gives you
advanced control over the look and feel of your app.

Context

You can customize the look and feel of your solution with your company branding using the Theme Builder.
There are four themes available:

• SAP Belize
• SAP Belize Deep
• SAP Quartz Light
• Saphira

SAP Quartz Light theme is the default theme available and provides consistent look-n-feel across all SAP
Customer Experience solutions.

 Note

Only if you’re using Blue Crystal theme, you see the transition to SAP Quartz Light, as SAP Blue Crystal
Theme is retired and not available for selection. However, if you’re using the SAP Belize, SAP Belize Deep or
a Custom theme, then you aren’t affected by the change.

Your administrator can enable the themes under User menu, navigate to Settings Branding Theme
Builder .

 Note

• SAP Quartz Light theme selection can only be done on desktop and laptop.
• It’s recommended to use SAP Quartz Light theme with the company setting - Enable New Navigation
Menu in Fiori Client
• For the first time user, a theme is selected and published by default and applied for all the end users.
However, if you want to define your own custom theme, then click Custom Theme.

Under custom theme, you can make finer adjustments to the color in theme builder via the color picker.

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To create a custom theme for branding, follow these steps:

Procedure

1. Go to User menu and navigate to Settings Branding to access the Theme Builder.
2. Choose Custom Theme. You can see the list of UI elements that you can edit for the company brand.
Default values are set to the previously published theme.
3. Select the hex code or the color box. Selecting the color box shows the color picker overlay and you can
change any color there for the UI elements listed, to a desired state color. For example, you can choose
Global Background and change to the background color you want.

You can view the changes in real time as you change in the UI element.
4. Select Save to save the changes.

You have the Clear All button to remove all the custom theme selection in one go. You can also see the
original theme from which the new custom theme is created. For example, If the published theme is SAP
Fiori, and then you chose to select the custom theme, you can see that the custom theme is an extension
of the SAP Fiori theme.

 Restriction

Before you select the custom theme from a published theme, you need to refresh the screen to see the
correct theme from which the new custom theme is created.

5. Your administrator can then publish the theme for all the user by selecting Publish. When the selected
theme is published, the check mark appears for custom theme.
6. If you don’t like the changes you made, select Revert to revert to the previous published theme.
• You can also export a custom theme from the test system and import it into the production system.
• Custom theme is available only in the SAP Fiori client (responsive user interface), both in the browser
and the extended apps.

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Results

Using this tool, you can create a theme to match the branding of your company. The following solution areas
can be customized under custom theme:

• Global

• Navigation Pane

• Flag, Favorite, and toolbar

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 • List and Table view

• Detail View

 Note

All the custom changes made under the detail view section, are reflected in the new quick view and the
detail view on the user interface.

• New Quick View

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• Global Search

• Logon Page

• Multi-Tab Navigation bar

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 • You can set your own branding on the logon page in browser. Logo and background image on logon page
can be customized. This change has been done in Fiori client UI to provide a consistent user experience.
Your administrator can set up the customization in the branding section under Settings in Fiori client.

 Remember

The image size must be less than 1 MB.

20.1.5  Create and Organize Queries

Learn the different ways you can work with queries on each screen.

20.1.5.1  Create New Queries

Learn how to create a new query.

1. Go to the screen where you want to create a new query. Select the filter icon. Enter the parameters for the
new query. Select Save Query As.
2. In the pop-up box, you can give the query a name, and opt to make it your default query.
3. Select Save. A new query is created, and it appears in your default selection drop down list.

20.1.5.2  Organize Queries

Learn how to organize the queries you have created for easy access.

1. Go to the screen where you want to organize your queries. Select the filter icon . Click Organize
Queries.
2. In the dialogue box that pops up, you can see all the queries available for the screen. Perform the following
actions:

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 • To select a query as your default query, click the radio button next to the name of the query. The
selected query appears as the default query in your default selection drop down list.
• To remove a query from the list, select the checkbox next to the name of the query.

 Note

You can only remove the queries that you have created, and not the once which are pre configured
in the system.

• To turn on auto execution for the All query, deselct the Disable checkbox against it. The All query is
disabled by default in the value help.
Disabling the auto execution improves the user experience and performance. You don’t have to wait till
the query is executed, to interact with the UI. For example, if you want to search for a specific term, you
can quickly do so.
• To hide a query from the list, select the Hide checkbox next to the name of the query. To make the
query available again, deselect the checkbox.
3. Select Save.

20.1.5.3  Click-to-Load Queries

You can control the queries that take a long time to execute from automatically loading by using advanced
search and narrowing down the potential result set, before executing the query.

Open advanced search for data lists and select Organize Queries. In the dialog box that opens up, select the
queries for which you want to disable auto initial load.

Override contextual values in value help by creating your own query

In many scenarios you may want to override the context with which the value selection on a field opens up,
and create your own query. This allows you to search for field values other than the default field value for the
business object.

For example, when searching for a serial Id in a ticket, opening the value help for Serial ID field sets the
customer's context from the ticket. However, service agent may want to search for a serial Id for US based
accounts beginning with 1. Agents can now create a custom query for this, thus overriding the contextual query
to a broader result set.

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Important Disclaimers and Legal Information

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and phrasing rules. SAP does not warrant the correctness and completeness of the example code. SAP shall not be liable for errors or damages caused by the use of
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Bias-Free Language
SAP supports a culture of diversity and inclusion. Whenever possible, we use unbiased language in our documentation to refer to people of all cultures, ethnicities,
genders, and abilities.

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