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In CRM 2007 UI you have the option to save your search criteria using save button in the advanced search screen and this can be executed using my search dropdown listbox at the top right hand corner of the screen.

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But this saved search is only available to the user who saved it – other user can’t see this saved search. In the older version (PC-UI) you had the option to export and make this as global search so that all user can see this in their saved searched. Below simple table entry changes describes how to achieve the same export functionality in CRM 2007.

You have created saved search for activities called “My Issues” as shown below

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Requirement is this should be available to all user with a particular business “ZFM”. This saved search will be created in the table CRMD_SHORTCUT and you  just have to change the fields Audience Type and Audience Key fields.

For example a new entry was created in table CRMD_SHORTCUT.

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Change the fields AUDIENCE TYPE = ROLE

                           AUDIENCE KEY = ZFM

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This can be done using SE16. When the CRMD_SHORTCUT record is changed an empty description record is automatically created in the text table CRMD_SHORTCUT_T for the changed record. Since saved searches without description are filtered out in the UI, you cannot see the saved search CRM UI at this point of time.

To show the saved searches in the UI maintain the description in the corresponding record of the text table CRMD_SHORTCUT_T in the languages you would like to support.

Hope this concept is clear….

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21 Comments

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  1. Stephen Johannes
    Nice blog.  I would think this would be a common request.

    This almost seems like a no-brainer for some standard tools that could be delivered to manipulate the saved search functionality.

    A couple of areas:
    – When users migrate between business roles(they lose the saved searches)
    – Publishing searches for multiple users

    If this is not in CRM 7.0 then it should be.  Also this should get into CRM 2007 via a note.

    Take care,

    Stephen

    (0) 
      1. guest 180614
        Hello there,

        we are facing similar requirements. We need to populate the saved search “My Activities” to all users of a business role.

        If I made a “saved search” with my employee id in the search field “responsible Employee”, the same value is populated to all users. Actually my employee id should be replaced by the employee id of the recipient.

        Is there is a way to achive this?

        Thanks and regards,
        Jodi

        (0) 
        1. Rajanikanth Kristam Post author
          Jodi,
          Your Requirement for “Responsible Employee” should be handled in programmatically it can’t be done with saved search concept. Try to default the employee ID before loading activity search view.

          Raj Kristam 

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              1. Ted Chang
                Raj, thank you for the reply.

                Saved search will save the input criteria, but I’m thinking save the current result and bring it back later in a different page, I wonder how difficult it would be and how to proceed? -ted

                (0) 
  2. Maximilian Kraus
    Hi,

    I have a question. We are using only a singel Business Roles for different application ares (service and marketing). So we can’t provide saved searches depending on the BR. Are there other possibilites for example depending on the PFCG Role? I’ve seen that theres one more AUDIENCE_TYPE called Application Area. What can I do with that?

    Best Regards,
    Maximilian Kraus

    (0) 
  3. Manfred Feger
    Hi,

    we are on a ramp-up project for CRM 7.0.

    I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

    Is this only possible in CRM 2007?
    Does anybody know how this works in CRM 7.0?

    Thank you

    Best regards

    Manfred

    (0) 
  4. Manfred Feger
    Hi,

    we are on a ramp-up project for CRM 7.0.

    I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

    Is this only possible in CRM 2007?
    Does anybody know how this works in CRM 7.0?

    Thank you

    Best regards

    Manfred

    (0) 
  5. Manfred Feger
    Hi,

    we are on a ramp-up project for CRM 7.0.

    I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

    Is this only possible in CRM 2007?
    Does anybody know how this works in CRM 7.0?

    Thank you

    Best regards

    Manfred

    (0) 
  6. Krishna Murthy
    1) The table entries in CRMD_SHORTCUT are client dependant and may need to maintain the entries in each client and system. No maintainable view or transaction provided by SAP. 

    2) It is better to create a maintainable view on this table CRMD_SHORTCUT that we can use SM30 to maintain in the productive system.

    3) Audience type “APPL_AREA” functionality is not working. We may have to code the logic ourselves to make that option work in the
    UI Object: GS_WC_QLINKS View: Savedsearches.

    4) Do not forget to enter the saved search name in the “Description” field. If you maintain here it automatically puts the entry in CRMD_SHORTCUT_T table.

    (0) 
    1. Rahul Verma

      Hi All,

      I saved some save searches to search opportunity .And after Ehp1 upgrade they are gone if i check in table “CRMD_SHORTCUT” entries and save searches are present but on WEB UI i can’t see any saved searches.

      Please suggest

      (0) 
      1. Gregor Wolf

        Dear Rahul,

        in CRM 7.0 EhP1 there is the standard functionality “Sharing” I think you should look into this one.

        Best regards

        Gregor

        (0) 

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