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This blog points to recordings of two nice tools that are available with SAP CRM 7.0. Each recording shows an example use case, afterwards the implementation steps and also the limitations are presented. As of today, for the implementation of one offline Interactive Forms scenario only one tool can be used (i.e. the combination of both tools in one scenario is not supported). The reason for this is that a PDF form is based on one single XML schema and the two web services each have their own XML schema (which is different from each other).

The first tool is the Document Template tool. It was enhanced to also support the generation of interactive PDF forms (besides PDF-based print forms). This allows to attach Interactive Forms to CRM business objects (like activities). The following link takes you directly to the recording of an example built with the Document Template tool.
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/40a2e9f8-9a3c-2c10-b990-a59bcae4d19f

The second tool is called “CRM via Email”. This tool allows to process incoming data from Interactive Forms and update the CRM backend. The second link points to an example which uses the “CRM via Email” tool.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/60fb6277-983c-2c10-f1b7-f93c34f9c7f2https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/60fb6277-983c-2c10-f1b7-f93c34f9c7f2

Many thanks to http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/u/251817185 [original link is broken] [original link is broken] [original link is broken] [original link is broken] from the SAP CRM team for all the support!

Finally, I also want to mention a blog published by Alexander Biesinger ( SAP CRM 7.0: SAP interactive Forms by Adobe in the Resource Planning) describing how Interactive Forms and the Document Template tool can be used for Resource Planning in SAP CRM 7.0.

PS: To view the recordings you need the Adobe Flash player installed on your computer.

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3 Comments

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  1. Gregor Wolf
    Hi Juergen,

    thank you for point out this Demo. As I’ve seen in the Demo a new interactive PDF form is created. As far as I know for that use case a Adobe Interactive Form license has to be purchased. Can you confirm that?

    As shown in the Demo the User has to select from a list of available Templates when creating the Adobe Form. I know from our CRM 5.0 and 6.0 system that this list can’t be restricted by authorizations i.e. to provide employees of one subsidiary only with their specific templates that include i.e. a special footer. Do you know a way how this template selection list can be restricted?

    Best regards
    Gregor Wolf
    SAP Mentor

    (0) 
    1. Juergen Hauser Post author
      Hi Gregor,

      In the shown case where the user/customer creates his own form it has to be licensed (when used in production).

      I’ll try to find someone to answer the second question.

      Regards,
      Juergen

      (0) 
  2. Anonymous
    Hi Juergen,
    Thanks for posting these demos.
    I am happy to see Adobe forms better integrated with CRM. CRM was always one area where the (offline) interactive forms made much sense to me.
    /Anne
    (0) 

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