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Author's profile photo Michael Vollmer

How to insert a new user status in ChaRM in 7.1

Most customers adapt the ChaRM standard process by renaming the user status after the transaction type is copied to the customer namespace.

There are some steps to be done and things to checked if you want to do that.

The target of this blog is to describe the complete steps involved if you want to insert a new user status. Here you see an example of an existing user status profile with 3 user status where a fourth one is entered. As the user status is set by customized PPF action in ChaRM, some of these PPF actions have to be adapted as well. The overview below shows the change and the affected things to be done. Be aware that here, no backward user status setting is shown. The PPF actions which set the user status back have to be adopted as well. As this is a first version (I have limited time, I would like to share this with you and enhance it later). Be aware that the screenshots do not show this example but just the places where to change or look.

06-06-2012 11-33-12.jpg

1. Insert the user status in the user status profile itself:

  • Go to transaction SPRO, path SAP Solution Manager->Capabilities(Optional)->Standard Configuration->Transaction Types->StatusAdministration and execute IMG activity ‘Define Status Profile for User Status’.
  • select your user status profile (let’s say we have 3 user status stat1 (initial status), stat2(process status) and stat3 (final status)
  • you want to enter a new process status before stat2
  • mark the user status which is most similiar to the one you (here stat2) want to create and copy it.

Create user status.jpgCreate user status2.jpg

    • enter a status number between stat1 and stat2
    • adapt the description
    • give a status (key)
    • adapt the highest / lowest values (from which user status this status should be reached and which user status should be reached by this status)
    • change the authority code (for setting this user status) -> for that you might have to create one (SPRO ->

2. Adapt the PPF action (PPF action 1) reaching stat4.

    • The description might have to be adapted as it now sets another user status.
    • But technically more important is that the PPF container element is changed to new user status E0004. (to check which E status the new user status has, you can check table TJ30 with your user status profile).
    • Go to IMG, path ‘SAP Solution Manager->Capabilities(Optional)->Change Management->Standard Configuration->Transaction Types->Action Profile’ and execute activity ‘Define Action Profiles and Actions’.
    • Select the Action profile and the relevant action. The change has to be done in area ‘Processing Type’.
    • change container element.jpg

3. Create the PPF action (PPF action 4) reaching stat2.

  • Copy another PPF action (and subitems) which has the HF_SET_STATUS implementation, meaning which sets a user status. Be aware that all PPF description texts (all languages) are copied with it and have to be adapted.
  • rename the description text and change the container element of the new PPF action like displayed in 2.)
  • Special case 1: Defining the general action setting. In general a HF_SET_STATUS implementation is running when triggered in the UI by the user. It is although possible to let the PPF action run automatically. For the two cases see the two screenshots below:
    • PPF action settings for execution in Dialog

Dialog run PPF action.png

    • PPF action settings for automatic background run

Automatic run PPF action.png

4. Adapt the highest values for stat1 (E0001). It might be, you would like to adapt the values and change the highest value to the status number of the new stat4, so only this one can be reached and not stat2 as before.

5. Adapt the lowest values for stat2 (E0002). It might be, you want to change the lowest value of stat2 E0002 to the user number of stat4, so the user status can go from stat2 only to stat4 and not stat1.

6. Create the PPF condition. A PPF action is only visible or is executed in background if it has a PPF condition (and at runtime the scheduling and start condition are true). So we have to create a PPF condition for the PPF action 4 created which sets stat4. To that go to IMG activity ‘Define Conditions’ one under the IMG activity to create PPF actions.

PPF condition IMg.png

You will see a list of descriptions of PPF actions, switch to the technical view, otherwise you get lost :-). Double-click on your PPF action profile, then you see the list of maintained PPF conditions for the PPF actions. You have to create a new one for the PPF action 4, see the screenshot with the ‘Create…’ button. You see a list of all available PPF actions of the for which you can create PPF conditions. Choose the PPF action 4 and it is available in the list now. Double-click and you can check the tabs ‘Schedule Condition’ and ‘Start Condition’. Because we have copied the PPF action, there might already a start and/or schedule condition assigned.

Be aware if you change anything in these assigned schedule/start condition, the rule is changed for all other PPF conditions where this condition rule is assigned too. That can create a mess, so careful here now.PPF conditions.png

So we choose first to delete the assignment of the schedule/start condition. Then we create a new one by giving a new name and then define the rule in the rule editor. The rule editor is a complex part, I will maybe write another block there or enhance this one. In the rule

Via a Rule editor you can assign or create a new condition. You can logical rules by clicking yourself your expression and en´tering the value conditions. Check the screenshots for further infos. Just an introduction, otherwise it’s too much for explanation here.

rule editor 1.png

You should have something like that for your user status stat4 and your user status profile:rule editor 2.png

Then save it. You can have as well no scheduling and no starting condition assigned, then the PPF condition is valid everytime.

Then it should work.

If you have feedback, don’t hesitate to contact me.

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      18 Comments
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      Author's profile photo Former Member
      Former Member

      Nice work!

      I just miss the information concerning the action conditions, would be great if you could add this (Screenshots / SPRO path).

      An action without condition will not work so well 😉 .

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Christoph,

      you are very correct. Just forgot that but now I have inserted it. The rule editor part could be much greater, an own block :-). Just give me feedback how you find it 🙂

      Author's profile photo Former Member
      Former Member

      Hello Michael,

      maybe you can give me a tipp how to translate the Incident Mgmt workcenter overview tab. I want to have the overview in portuguese language. For that I have translated all status which is shown correctly directly in the incident. But the overview page in the workcenter shows everything in english.

      Many thanks

      Tanja

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Tanja, you want me to translate into portugese? Sorry but I do not speak portugese, only basics ;-),

      best regards,

      Michael

      Author's profile photo Veronica Ge
      Veronica Ge

      Hi Michael,

      I have questions about Date Profile for Action Condition. In both Action Profile and Action Condition (Schedule/Start), I can see there is a Date profile defined. What dose the Date Profile use for PPF Action? Is it very important for PPF Actions? I found that if I copied the Action profile from standard one, once I delete the condition from one of the PPF Action to define my own condition, the Date Profile will be deleted as well and it's not allowed me manually add one. Hope you can guide me how to reassign the Date Profile to the new Action Condition which define by my own. Thank you very much 🙂

      Veronica

      Author's profile photo Former Member
      Former Member

      Hi Michael,

      I want to create new transaction code in Solution manager. It will be very helpful if you give step by step process. Any doc or link will help me.

      Regards

      Zainul

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Zainul, do you mean transaction type or real transaction. For the first we have the copy report 'AI_CRM_CPY_PROCTYPE' which copies customizing of a standard reference transaction type, for the last there is transaction SE93, a basis ABAP tool.

      Hope that helps,

      best regards,

      Michael

      Author's profile photo Former Member
      Former Member

      Hi Michael,

      Thank you for this excellent blog. It's very helpful 🙂

      I have added a new status and it is updated in table TJ30.

      But, the fields (columns) TXT04 and TXT30 are empty in the table and hence the newly created status is displayed as 'not found' while creating/editing any ticket in incident management.

      Can you please suggest how can I add text to the empty fields or shall I edit the table TJ30??

      Regards,

      Khushboo Sahu

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Khushboo, did you have the status translated? Did you transport the entry to another system? I know that in SAP standard development only the original language of the table is transported (which is german), so only the german text is transported when I export. But I think this is a transport customizing.  In any case, please check if you have a text in your logged on language as CRM behaves like this if no text is found in the logged on language.

      Best regards,

      Michael

      Author's profile photo Former Member
      Former Member

      Hi Michael,

      Thank you so much for your quick response.

      This was exactly my problem.

      I maintained the status but I didn't translated it.

      After language translation I am getting the required status.

      Thank you so much for your expert advice in solving my problem. 🙂

      Thanks & Regards,

      Khushboo

      Author's profile photo Former Member
      Former Member

      this is a great explanation for ChaRM on Solman7.1

      Does anyone has a similar documentation for Solman7.2 ? It seems the SPRO navigation is completely changed.

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Parminder, the KBA is released.

      https://blogs.sap.com/2017/08/17/how-to-insert-a-new-user-status-in-change-request-management-sap-solution-manager-release-7.20/

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Parminder,

      we are nearly finished with a KBA which will be valid for Solman 7.2 and if everything works as expected will be released this week.

      Best regards,

      Michael

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

       

      I surely will annouce it here and in the SDN blog.

      Author's profile photo SALEH MED
      SALEH MED

      Hello,

       

      After upgrade to SP8, on my cycles (Java system component logic group), the transport buttons (or links) in the change document are disabled.

      We work with ZMMJ copied from SMMJ with some adaptations.

      Could you hlp me resolve this issue.

       

      Many thankS

      Author's profile photo Michael Vollmer
      Michael Vollmer
      Blog Post Author

      Hi Saleh,

      I spoke with my colleagues, I am working in the area anymore. Please create a ticket, so that they can have a look.

      best regards,

      Michael

      Author's profile photo R P
      R P

      Hello everyone,

      very nice blog!!

      I have followed all the steps in order to add a new user status (called "QA and UAT" )to my normal change workflow. I finally succeded on adding it between the status "to be tested" and "successfully tested" .   

      Now the problem is that, when the change document is in status "to be tested" and I need to set it to "QA and UAT", the ACTIONS TAB does not contain the voice "set to QA and UAT", but it only contains the "set successful test" status. If I choose the "confirm successful test" button, the change document skips the status 4-QA* and switches directly from status 3 to 5.

      I have already checked authorization objects B_USERSTAT and SM_PPF.

       

      Does anyone have any idea about this?

       

      Thanks a lot,

      Roberta

      Author's profile photo Woody Wu
      Woody Wu

      Looks like the start condition or scheduel condition of the PPF action is not setup properly. Or the user has lack to authorization for object SM_PPF. If you cannot solve it, creating an incident would be the best to proceed.