STEP-BY-STEP PROCEDURE FOR CREATING NAVIGATION BAR PROFILE
As many threads were posted on CRM forums asking for some help how to create navigation bar profile. We decided to list hereafter a couple of basic techniques to do so.
Navigation Bar Profile: The Navigation Bar profile provides the logical structure to access the internal and external applications within the Web UI. It can be customized as per individual business role.
For Ex: A user with the business role Sales Professional will have different navigation options as compared to a user with the business role Marketing Professional.
Creation of Navigation Bar Profile:
Prerequisites for creating Navigation bar profile are :
- 1. Define logical links
- 2. Define work center Group links
- 3. Define work center
- 4. Define direct links groups
- 5. Define Navigation Bar profile
- 5. Assign logical links to work center links
- 6. Assign work center group to work center
- 7. Assign work center, direct link groups to Navigation Bar profile
- 8. Assign Navigation Bar profile to the Business Role
Step 1 : Go to Transaction CRMc_UI_NBLINKS
Step 2 : Define Logical links by adding new entries as shown below.
Step 3 : Define new Work Center Link Groups as shown.
Step 4 : Assign Logical links to the Work center link group as per the requirement .
Step 5 : Define Work center as shown.
Step 6 : Assign the work center link Groups to the work Center.
Step 7 : Define Direct link group .
Step 8 : Assign logical links to the Direct link Groups.
Step 9 : Define Navigation Bar Profile.
Step 10: Assign Work Center to the Navigation Bar Profile.
Step 11 : Assign direct link groups to the Navigation Bar profile.
The Navigation Bar Profile created is assigned to the desired Business Role.
The path is :
Goto SPRO -> SAP Refrence IMG -> CRM – > UI Frame Work -> Business Roles -> Define Business Role.
Then Assign the Navigation Bar Profile Created to the Business Role.
We can adjust our links by selecting the Adjust work Center Group links and adjust Direct link Groups. If we check mark the visible and In Menu field then only the links are displayed in the Web Ui Screen.
Then we can assign this business Role to the User as shown below.
The final web ui screen with required Navigation Bar is shown as below.