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Introduction:


Function Profiles are used in the business roles to define special functions, such as the level of personalization, standard messages to be replaced or the working context etc.

Interaction Center business roles are different from the normal Business Roles in terms of the functionality. So most of the function profiles we find in the system are to control these special functions in the IC specific roles.

We do have general function profiles as well and can assign several function profiles to a single business role. They are assigned to a business role with a profile value.

Configuration/Values that belong to the functions are generally defined in separate customizing activities

To use few of the functions, you must activate the business functions required in UI Framework available as per the versions.

Examples: Define Parameters, Define Working Context Profiles and Define Messages to Be Replaced.

Here the aim of this blog is to understand the basics of Functions Profiles

Finding Available Function Profiles:

You can find all available function profiles that you can assign to your business role, in Customizing for UI Framework under Technical Role Definition -> Define Function Profile.

Assigning Function Profiles:

In CRM Webclient you can assign function profiles to your business role, in the assignment block Function Profiles.

In SAP GUI you can assign function profiles to your business role, in Customizing for Customer Relationship Management under Business Roles -> Define Business Role -> Assign Function Profiles.

Types of Function Profiles:

There are four types of function profiles available in system as below:

Generic Profile: These profiles can be assigned to any type of business role and they control the general functionalities in the CRM Web Client.

Examples: PERSONALIZATION – UI Personalization, PARAMETERS – Parameters, MSG_REPLACE – Message Replacement Profile, CENTRAL_SHARING_TOOL – Central Sharing Tool, EXT_WEB_LINKS – External Links Group


CRM on-Demand Profile: These profiles are specific to business roles of type CRM on-Demand Business Role.


IC WebClient Profile: These profiles are specific to IC scenarios and are assigned to business roles related to IC or of type IC WebClient Business Role.

Examples: KNOWLEDGESEARCH – Knowledge Search, CHAT – Chat

Framework Profile: These profiles are related to WebClient framework and can be assigned to all the Business Roles.

Examples: CRMUI_MPLAYOUT – Main Page Layout Profile, CRMUI_NAVBAR – Navigation Bar Profile, CRMUI_TP – Technical Profile

General Profiles Used:

As a part of this blog we will see the general function profiles we use and the functionalities we can control using them.

PERSONALIZATION


You can use this function profile to define the level of personalization that is available for the user in the WebClient UI. You can assign this function profile to every business role, and use one of the following predefined profile values:


  • ALL_ENABLED
    This value means that the central personalization page and all personalization icons in the work area are enabled.
  • ALL_DISABLED
    This value means that the central personalization page and all personalization icons in the work area are disabled.
  • PP_ENABLED
    This value means that the central personalization page is enabled, but all personalization icons in the work area are disabled.
  • WA_ENABLED
    This value means that the central personalization page is disabled, but all personalization icons in the work area are enabled.

Note: In the standard system, this function profile is not assigned to any business role. This means that all personalization options are available. This is equivalent to the profile value ALL_ENABLED.


WORKING_CONTEXT


You can use this function profile to define the working context. Used in the scenarios of Loyalty Management & Trade Promotion Management.

You can define Working Context Profiles under the following path:

Customizing for UI Framework under Technical Role Definition -> Define Working Context Profiles.

MSG_REPLACE

You can assign system messages that are to be replaced by customer messages, to this function profile.

The standard profile value is DEFAULT and this is the only standard profile value delivered.

You can view the available profile values or create new under the path.

Customizing for UI Framework under UI Framework Definition -> Define Messages to Be Replaced.

Under each profile value you can define the messages to be replaced under the Message Replacements with old and new message class & message numbers.

CRM_FEEDS

To enable a feed in a business role, you need to assign the function profile CRM_FEEDS with value to the business role. The standard profile value is DEFAULT.

You can define feeds and feed groups in Customizing for UI Framework under UI Framework Definition CRM Feeds.

You need to assign a feed group with its defined value to the function profile CRM_FEEDS of a business role in Customizing for UI Framework under Business Roles -> Define Business Role.

EXT_WEB_LINKS

You can assign Web link groups to this function profile.

WIDGET_LINKS

You can assign widget groups to this function profile.

CENTRAL_SHARING_TOOL

You can use the Central Sharing Tool to share items with other users, organizational units, positions or business roles.

You can share the following items: Tags, Favorites, Saved searches and Favorite reports.


You can assign the following profile values to this function profile:

  • RECIPIENT

This means that users can receive shared items, but they cannot share items.

  • LIMITED_RECIPIENT

This means that users can receive shared items, but they cannot remove shared items from the Inbox.

  • SHARER

This means that users can share items.

  • SUPERSHARER

This means that users can share items, and, in addition, copy saved searches into the recipient’s saved searches.


DASHBOARD_ON_HOMEPAGE

You can assign a default report to be displayed in the Dashboards content block on the home page of the business role. Unless the user has specified any reports in the personalization of the content block, this report is displayed. As a value, enter the logical link of the relevant report.

By default, the first report in your personalized list of reports is displayed. If a user does not have reports in their personalized list of reports, then the report configured by the superuser is displayed.

To use this function, you must activate the business function UI Framework(UI_FRW_1) available from EhP1.


PARAMETERS

You can use this function profile to adapt the WebClient UI to your personal requirements by creating parameters that are simple key/value pairs. You can use these parameters to add settings quickly. This means that you do not have to create a complete function profile just to add one setting.

Customizing Path for values: UI Framework under Technical Role Definition -> Define Parameters.


Examples: ENABLE_FTG_USAGE, SEARCH_MAX_HITS, EXPORT_DISABLE

ENABLE_FTG_USAGE


This parameter enables or disables the usage of charts in tables in the WebClient UI. You can assign the following values to this parameter:

  • ASSIGNMENTBLOCK

Graphics are enabled in assignment blocks only.

  • SEARCHRESULT

Graphics are enabled in result lists only.

  • ALL

Graphics are enabled in any table type.

  • NONE

Graphics are completely disabled.

SEARCH_MAX_HITS


This parameter specifies the maximum number of data records that are displayed in the result list of a business object. The default value is 100.

EXPORT_DISABLE


This parameter specifies the export to spread sheet in the WebClient UI. With parameter value TRUE you can disable the export.

So to use any of these functionality changes required to your business role, you need to assign function profile PARAMETERS to the business role.

Hope this blog will help to know about Function Profiles.

Regards

Vinod

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7 Comments

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  1. j singh

    Hi,

    Can you please let us also know that how the system decides what to do if he gets particular functional profile ID. In the configuration we are only giving one simple predefined name.

    (0) 
    1. Vinodkumar Kommineni Post author

      Hi Jotsaroop,

      There will be a piece of code within the standard which checks for the Name Value pair and decide on what to do. For example this method get_export_disable in class cl_crm_ui_parameter_util is used to check if the Export to Excel button within search result has to be displayed or not. This method is called within the standard chtmlb:configCellerator Tag. Hope this clarifies your doubt.


      Regards

      Vinod

      (0) 
  2. sneha kerkar

    A highly informative blog there Vinod. I was wondering if you could perhaps  explain the other three functional profiles in depth? Or direct me with a link if there is any.

    Thanks,

    Sneha

    (0) 

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