This week SAP started the upgrade path of the Cloud for Customer Solution to its latest release (14.05). Again a lot of new and improved functionality is available to businesses to further support their Marketing, Sales and Services processes. If you are interested in an overview of what is new in 14.05 you can watch this short video.

In this blog I want to highlight two new interesting functions. With Page Lay Outs and Code List Restrictions there is more flexibility and ease of use to provide for specific UI screens or field drop down lists tailored for specific user groups. Up to now this was only possible with the use of the Cloud Applications Studio (SDK) in which you created specific UI switches. After creation a key user could then assign a specific UI switch to a business role. As of release 14.05 this can be done without the SDK and is now part of the Key User tools.


Example

I have created a little example to demonstrate the workings of the two new functions. In the Cloud for Customer project I am working on now we are in the middle of the roll out of the solution to other countries. Although we have a generic solution template, the local countries have their own local requirements. In reality this might be the case for the use of ABC classification in Accounts. In this example a Dutch sales rep can select all values A to G. A German sales rep can only select values A to D.

How to facilitate this is explained in the next steps. In order to use page lay outs and code list restrictions there are a few prerequisites.

Create a new codelist restriction

The term used for drop down list values in this context is Code lists.

  1. Log in as Administrator in the Silverlight client
  2. When you log in to the HTML5 client go to Adapt–>Launch in Microsoft Silverlight
  3. In the Administrator work center  click on Code List Restrictions.
  4. Click on New
  5. Select a business object (Account)
  6. Select Code to restrict (ABC classification)

  1. Select the business role where you want the restricted values to be valid for and Save.
  2. Open the new code list restriction
  3. Now you see all the maintained values. Deselect the values for the specific business role
  4. Click on Save

The result is that the German sales rep views the same field but the specific field values are restricted by their assigned business roles.

ABC Classification for Dutch Salesrep

ABC Classification for German Salesrep

Using Page Layouts

The option to create a new page layout is only available in the HTML5 client

1. Log in as Administrator in the HTML5 client (note that you don’t have the Administrator work center anymore but as an Administrator you can change the page layout

2. Search and open an Account

3. In the top menu go to Adapt–>New Page Layout

4. Enter a name and description for the new page layout and click on OK

5. In the top bar you see a message that your changes to the screen are applied to the page layout you have just created

6. Change the screen layout by making a field mandatory

7. In the top menu go to Adapt–>End Layout changes

8. In the top menu go to Adapt–>Assign Page Layout

In this case we changed a simple field property. With page layouts you can also create specific layouts including mashups, tabs and tables, organize search queries or hide items on the screens.

9. Select the business role where you want the layout change to be valid for

10. Click on Save

The next time you log on as a German Salesrep user you see that field is mandatory indicated by the asterisk. For the other Dutch Salesrep role the field is not mandatory .

Nice to know

Once you have changed the page layout and have assigned it to a business role you want to prevent end users to do any further personalization to the screens. To do this (as an administrator) go to Adapt–> Company settings, tab Auto log off and check the Disable User Personalization Features box.

Besides creating specific layout changes for certain user groups you can also change the Master layout. Go to Adapt–>Edit Master layout. Any changes you make here are visible to all users independent of their business role. (Previously this function was available after you made changes in adaptation mode and then select publish for all users).

While editing a page layout, if you change the label of a field, the system applies the change to the master layout as well as the page layout.

Any Page lay out changes you have made you can reuse by exporting them and importing them in other tennants from the Adapt menu. The import and export file is in .xml format. I haven’t really tested this but I suppose that the business role setup should be identical in each tennant. That would be useful for transporting these UI changes from your test to productive tennant.

The direction SAP is taking is that users are advised to work in the HTML5 client. We are seeing that SAP is developing new functionality that is exclusively available in the HTML5 client. For the admin user the Silverlight client will be used for now for scoping and fine tune activities. I am sure that in the end the Silverlight client will be decommissioned, we are already seeing key user functions such as page layouts only available in the HTML5 client.

Since this new functions are only just released I want to further explore its usability. I noticed some odd behaviour now and then and hope to figure out the cause of this. I am also interested in the continuing use of UI switches next to page layouys and codelist restrictions. If you are using these functions in your project I would be happy if you could share your experiences.

For more SAP CRM or Cloud for Customer related blogs see: http://blog.acorel.nl/

Guus Dorenbos

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17 Comments

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  1. Angela Browne

    Hi Guus,

    Thanks for sharing your examples and insight into these exciting new features. Not to mention the video plug!

    Regards,

    Angela

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  2. Shobhit Srivastava

    Nice step-by-step for new 1405 changes.

    I was trying to do the Assign Page Layout after doing some changes but the Business Object field & Instance Type is not showing any dropdown values, is there anything i’m missing ?

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    1. Josh Martin

      I am running into the same issue here. The BO and IT fields are not showing drop downs and won’t let me assign the Page Layout.

      I filed an incident for this, however have not heard back on it yet.

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    2. Sushant Potdar

      In Assign Page Layout, Business Object field drop down gets filled with objects where any page layout changes are made.

      Page Layout relevant changes in 1405 release are only the following element properties – Mandatory, read only, Visible.

      All other changes like add field, label change, hide are only Master Layout Relevant. Even though these changes can be done in Page Layout mode they are stored in Master layout. It was decided to keep these changes also in page layout maintenance mode to unburden key user from switching between master layout and page layout mode too often, But in fact these changes apply to Master Layout. Also re-order of fields, tabs, facets are stored in Master Layout.

      /wp-content/uploads/2014/06/page_layout_469571.jpg

      So in case you do not see Business Object field in Drop down of Assign Page Layout, it could be because no page Layout relevant change is made yet for that object.

      Please do try once again by marking a field Mandatory or Read Only or In-visible, and you should see Business Object field in Assign Page Layout.

      PS: Hide vs Visible:

      When as a key user you Hide a field using (Hide.png), then field is removed from all layouts as it is Master Layout Relevant. The way Hide works is that the field or tab is hidden, and end user can add it back via personalize option.

      Visible: in a page layout when a field is marked invisible (visible unchecked) then only for that page layout the field is invisible, if invisible end user CAN NOT add it back via personalize option.

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      1. Shobhit Srivastava

        Thank you so much Sushant, it did worked now. I would be happy if SAP can put such information atleast somewhere, I didn’t even find it in Admin guide.

        Anyway thanks again.

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  3. Guus Dorenbos Post author

    It seems we all are running into the same problem here. For one of our customers we have raised an incident for this problem. When I have heard back from SAP Cloud support I will post it here. Stay tuned.

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  4. Jeff Miner

    I understand how to create a page layout and assign it to a business role but I have a further question that I’m hoping someone can answer.    When I create a new tab on the Account view called BluePrint.   How do I go about customizing that tab for different data?   Example, can I add multiple sections to that new tab?   Can I add add mutliple columns and rows in a new section on the tab?   Can I do any of the above mentioned items with the new HTML5 or do I need the SDK?

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    1. Sushant Potdar

      Hi Jeff, in current version when you add a new tab by editing master layout, it comes with only one section. To add multiple sections you will have to use SDK.


      As part of continuous improvements, we to plan to bring such feature as part of managing page layout in future (Planned for later this year). With this new feature you will be able to add sections on a new tab, and decide if the section is full width or half width. This will help you to build a two column layout (like in some overview pages) without using SDK.

      Thank your for your feedback / ideas to help continuously improve Cloud for customer 🙂

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      1. Rahul Mukherjee

        Hi Sushant, I have a generic query, for business role A1 & A2 both having access to accounts, can I hide one of the standard tabs (say sales data) for A2 while being available to A1 without using SDK?

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  5. Nik Bach

    Hello experts,

    we’ve setup new account roles. For exmaple AccountTypeA and AccountTypeB.

    Now the account-screens should be different from standard and each other. Let’s say AccountTypeA doesn’t need address data and AccounTypeB has extra fields (e.g. geo-data) in the address block.

    Naturally we would create 2 page layouts for both account types. Please keep in mind, both account types would be used in the same business role.

    The question is: Is it possible to “assign” page layouts to account roles?

    As you see from the decription, it would be just natural to expect such functionality.

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    1. Angela Browne

      Hi Nik,

      By account roles I assume you mean you have created business roles in C4C and assigned various users to those roles so that they see only certain types of account.

      If that is the case, then yes, you can create page layouts per account type and assign those layouts to their respective business roles.

      If you meant something else by “account role” then please clarify and I’ll try to answer.

      Kind regards,

      Angela

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      1. Manoj Jha

        Hi Angela,

        I think he means a type of account, ie, something like an account classification. So if I have an A-classified account, I want to display a different set of fields for it than a B-classified account.

        Thanks,

        Bhumija

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  6. Maria Tordera Bosch

    Hello experts,

    I’ve been trying to assign a query to a page layout. I saw in a demo video that it was possible to create a query and assign it later to a page layout of a specific role by editing it. However, I have created the query but when I edit the layout the “organize queries” button appears disabled so that I can’t apply any modification. Do you know why is this happening and what can I do to get this option enabled?

    Thank you very much for your help!

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