Support of Interactive Forms in SAP CRM 7.0

[Former Member]

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-a59bcae4...

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-f93c34f9c...https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/60fb6277-983c-2c10-f1b7-f93c34f9...

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.