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8/13/2019 Copy and Paste in Tables
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SAP CRM7.0 EhP1
UI Framework
Copy and Paste in Tables
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SAP 2009 / Page 2
Agenda
1. Overview
2. Key Features
3. Key Benefits
4. Example Use Cases
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Why does the Paste in
Tables matter for CRM
customers?
Customers can now dynamically
paste data from a MS-Excel spread-
sheet into any editable table in the
Web Client UI.
Increases the productivity and
efficiency when maintaining mass
data.
Overview
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Overview
What is the Paste in Tables Feature?
The paste in tables
operation supports
various types of data
including alphanumeric
text, DDLB and
checkboxes. It also
supports overwriting of
existing editable data.
What it can do?
An operation that allows
users to dynamically
paste data from a MS-
Excel spreadsheet into a
editable table in the Web
Client UI
What is it?
Users can select a
section of maintained
data in an MS-Excel
spreadsheet that they
wish to copy and in using
keyboard shortcuts, can
paste in the Web Client
UI of a editable table in
the same way.
How its used?
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Agenda
1. Overview
2. Key Features
3. Key Benefits
4. Example Use Cases
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Key Features
Allows users to dynamically paste large amounts of maintained data back into a table in the Web
Client UI which saves a lot of time and increases productivity especially if the data maintenancetask is done on a very frequent basis.
The type of data that is supported for the paste operation is any type of text, checkboxes as wellas independent drop-down list boxes.
When performing the paste operation over non-editable fields in a Web Client UI table thisparticular data will not be pasted and will be discarded.
Color coding will identify when a paste operation was successful in the Web Client UI
Optimize the use of the Paste in Tables feature
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Agenda
1. Overview
2. Key Features
3. Key Benefits
4. Example Use Cases
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Key Benefits
Seamless and intuitive paste
functionality that already exists anddoes not need to be adopted
Reduces steps when maintaining
data and pasting back in Web Client
UI
Reduce the unused fields within the
Web Client UI configuration Tool to
allow for more comprehension and
relevance
Seamless Process
Efficient
Increase Productiv ity
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Agenda
1. Overview
2. Key Features
3. Key Benefits
4. Example Use Cases
4.1. Scenario 1: Paste of free text
4.2. Scenario 2: DDLB, text and non-editable fields
4.3. Scenario 3: Checkboxes and text
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Example Use Cases
Scenario 1: Paste of Free Text
Step 1: Copy original data in WebUI to be maintained
Within a particular Overview Page, user would like to export data from a table within the WebUI into an
MS-Excel spreadsheet. From there he/she will modify specific data (as seen here e.g. the Territory ID).
Once maintained he/she would like to dynamically paste it back into the Web UI.
Step1:
Scenario 1 will demonstrate how free text can be copied in a MS-Excel spreadsheet and
then once the maintenance is complete the user will paste it back into the table of theWebUI.
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Step 2: As data is exported into MS-Excel it is maintained for Territory ID
Step 3: Within the WebUI and in Edit mode, user pastes back specific data into the table
Example Use Cases
Scenario 1: Paste of free text
Step 2:
Mass data in MS-Excel can be maintained and once ready can be pasted back into the
WebUI. In this particular use case TERRITORY ID is changed for most records andtherefore we try to paste this back into the WebUI.
Step 3:
When pasting data back, it works as is MS-Excel, only the starting position/cell of the paste
area need to be clicked on and it will overwrite all. The starting position of the paste
operation can not be a DDLB or a checkbox.
The paste operation is a success and this is identified by the color blue when the paste
operation is executed into the WebUI for a couple of seconds. It is important to note that
read-only cells in the WebUI will be discarded and the original data will remain after thepaste operation.
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Step 1: Copy orig inal Data in WebUI to be maintained
Within the same Overview Page a user will like to modify various data such as NAME, FUNCTION,
TERRITORY ID and PHONE. Once maintained he/she would like to dynamically paste it back into the
Web UI.
Example Use Cases
Scenario 2: DDLB, text and non-editable fields
Step 1:
Here we see that a copied area (text, DDLB and non-editable fields) in a table in MS-Excel
is maintained, and then once the maintenance is complete the user will paste back into the
table of the WebUI. Pasted back DDLB entries needs to match an entry in the DDLB, if notthe original value will remain and will not be changed.
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Step 2: As data is exported into MS-Excel it is maintained for NAME, FUNCTION, TERRITORY ID
and PHONE for certain records.
Step 3: Within the WebUI and in Edit mode, user pastes back specific data into the table
Example Use Cases
Scenario 2: DDLB, text and non-editable fields
Step 2:
Change some data in the MS-Excel spreadsheet and paste it back to the WebUI. Change
one entry for FUNCTION to a non-existing value in the DDLB to demonstrate the validationof the data.
Step 3:
The paste operation is a success for some cells but not for others.
Notice how in this particular example, the paste operation does not paste any data for the
PHONE field as it is non-editable and therefore the data was discarded. Read-Only cells in
the WebUI will be discarded and the original data will remain after the paste operation.
Also since the data pasted for the FUNCTION field did not match any DDLB selections in
the record for Phil Thomas, it is identified that it was not pasted an therefore prompts the
users to change this record manually. Dependant drop down list boxes are also not
supported as this operation does not trigger a round trip in which the user will not get an
indication logically if the data that he pasted back makes sense. This is mainly due to the
fact that in most cases there would be a performance issue in receiving many messages toindicate if the paste was a success or not.
The blue color appears for a couple of seconds to indicate that the particular cells were
successfully pasted. If there was a failed paste in a particular cell it would be colored redand would remain that way until the user changed the data in the cell.
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Within this particular Overview Page that contains checkboxes, user could export data from a table within
the WebUI into an MS-Excel spreadsheet. From there he/she will modify data and would like to
dynamically paste back into the Web UI.
Step 1: Maintain data in MS-Excel spreadsheet
Step 2: Insert lines in table in WebUI in which data is to be pasted back
Example Use Cases
Scenario 3: Checkboxes and Text
Step 1:
In this scenario you will how checkboxes and free text maintained in MS-Excel can becopied into a table of the WebUI.
Data for checkboxes need to refer to either a 1 for checked or 0 for unchecked.
Step 2:
If you want to add more than one data record you need to add lines (using Insert button)
before pasting data from an MS-Excel spreadsheet.
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Step 3: Data from MS-Excel pasted back in to the particular table in WebUI
Example Use Cases
Scenario 3: Checkboxes and Text
Step 3:
The paste operation is a success. Notice how in this particular example, the paste
operation demonstrates that it supports checkboxes and text data as long as the user hasthe right to modify.
Read-Only (like Type and Description in the example above) cells in the WebUI will bediscarded and the original data will remain after the paste operation.
The blue color appears for a couple of seconds to indicate that the particular cells weresuccessfully pasted.
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Further information Paste in Tables
SAP CRM 7.0 EhP1
SAP Developer Network on Enterprise SOA:www.sdn.sap.com/irj/sdn/developerareas/esa
SAP Developer Network on Web Services
www.sdn.sap.com/irj/sdn/developerareas/esa/webservices
SAP Developer Network on Enterprise Services Community
www.sdn.sap.com/irj/sdn/developerareas/esa/esc
World Wide Web Consortium on Services
www.w3.org
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SAP 2009 / Page 17
Further information SAP CRM
SAP CRM - Roll-Out Map
https://portal.wdf.sap.corp/go/crm-rollout-map
SAP CRM - Ramp-Up Knowledge Transfer (RKT)
http://service.sap.com/rkt-crm
SAP CRM Demo Portal
http://crmportal.wdf.sap.corp:1080
SAP CRM WiKi
https://wiki.wdf.sap.corp/display/SAPCRMHub/Ho
me
SAP CRM - Help Portalhttp://help.sap.com/crm
SAP Public Web
http://www.sap.com/crm
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SAP 2009 / Page 18
Copyright 2009 SAP AG
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