Sapuniversity.eu-the Usage of the SAP CRM Role Configuration Key Detailed Example

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The Usage of the SAP CRM Role Configuration Key Detailed

example

Home SAP CRM The Usage of the SAP CRM Role Configuration Key Detailed example

Let me f irst explain you what a Role conf iguration Key exactly is! Whenever you navigate to a view in the

SAP CRMWEBUI, you will probably see the def ault conf iguration. In such a case the role key shown will

normally be if you would take a loo k at t he technical details o f an overview page or ass ignment block as

shown below.

Now in many cases you will want to make certain changes to a view, such as:

Adding certain f ields

Hiding certain f ields

Change a label of a f ield

Change the properties o f a certain f ield (e.g. make it output only or a mandatory f ield).

As soon as you start changing the configuration of a certain view, you should always do this in your

custom configuration, using your own defined role configuration key.

Defining a new configuration key can be done in Customizing:

SPRO>> Customer Relationship Management >>UI Framework >> Technical Role Definition >> Define Role

Configuration Key

A conf igurat ion key on its turn is assigned to 1 or more SAP CRM business ro les. That is very powerf ul and

I will illustrate its use in a concrete example!

Lets say your company has a dedicated Master Data Team. As such you have setup a Custom SAP CRM

Business rolethat allows people logging on with this particular business role to perform master data

cleansing, archive business partners and so on.
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As an illus trat ion I will elaborate this example for the view Employees. Now, the f ield archiving f lag,

should be visible for all users, but only maintainable by the Master Data Team.

As you can see this f ield is not visible yet within the def ault conf igurat ion, so I f irst will need to add the

f ield.

To establish these requirements, I would need to create:

2 business roles:

1 for all users

1 f or t he Master Data team

2 conf iguration keys

I f irst st art with the creation of 2 configuration keys:

ZALL_USERS

Z_PRD_TEAM

&

Next I will create 2 new business roles

as a copy of the standard

SERVICEPRO business role. This is

done in business role Custo mizing.

SPRO >> Customer relationship

Management >>UI Framework

>>Business Roles >> Define


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Business Role

Or via the transaction code CRMC_UI_PROFILE

For the ease o f understanding, I once again give these new Business Roles t he same name:

And

OK so f ar so good.

The next logical step would be to actually change the relevant View.

In order t o f ind the relevant component/view name I use the F2 button.

This shows me the f ollowing details:


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So the view that I want to change is called BP_EMPL/EmployeeDetails.

Now that I know these details, I call up the BSP Component workbench, using transaction code

BSP_WD_CMPWB.

I enter t he relevant component, and press the display butto n. (The enhancement set is auto matically f illed ,

as this has been setup by some other person on my demo system).

I select Component Structure Browser, and next take

a look at the Views.


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By double clicking on the relevant View BP_EMPL/EmployeeDetails the st andard conf iguration will be shown

on the right hand side of my screen.

In this case I would like to add the archiving f lag that normally resides in the general data. To check this, I

click on the button Show Available Fie lds.

Ill open the f older EMPLOYEE under which I presume this f ield will be available.

Searching throughout t he pages I finally see it.

Now I need to copy the default

conf iguration and fo r this first

example I will copy it f or the ro le

conf iguration key ZALL_USERS


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I click on the button Copy conf iguration.

In the pop-up I pressYes.

In the above pop-up is where I will actually

enter my own conf ig key, being

ZALL_USERS.

This will create a new customizing request

as we are doing screen conf iguration.

Make sure that you are now working in your

customer conf iguration. You can always select it

manually using the butto n Choo se conf iguration.


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I now repeat t he search f or the f ield Archiving f lag and this time Ill add it.

Bef ore pressing the add f ield button,

I selected the f ield under which I

wanted to add the archiving f lag. I

selected the f ield Language. Af ter

pressing the add butto n, I now see that

the f ield archiving f lag has been

added below this f ield.


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I now can SAVE this conf iguration.

I now quickly want to check if the f ield is already visible If I logon with

the business role Z ALL_USERS.

Loo king up an employee I now see the f ield has been added:


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Now as I explained, I want this f ield to be visible for all users, but in this case NOT changeable.

Therefore I need to perform 1 extra step in my screen conf iguration.

In my screen conf iguration I now select the f ield archiving f lag and next click on t he butto n Show Field

Properties.

In the f ield propert ies I will set a f lag for Display Only. This will st ill show my f ield on the screen, but

disables the editing of the f ield.

I click on the Apply butto n af ter I set the f lag, and next save the

changed screen conf iguration once again.

When I now logon with the bus iness role ZALL_USERS I see this:


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The f ield is still visible, but when I go into Edit mode of this employee, I can not change the value for the

f ield archiving f lag anymore.

Ok,now we would need to go this same process once again, but this t ime for t he other business

role/conf iguration key, called Z_PRD_TEAM. I am not going to repeat this, as it s really following the same

steps, except the last one, as I DO want the Master Data team to be able to change the value fo r the f ield

Archiving f lag.

I hope some of you have learned and understoo d the usage of the ro le conf iguration key.

If it was usef ul, you are welcome to leave a comment, like the article or use one o f the other so cial buttons

such as Google+

Cheers

Davy

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Sapuniversity.eu-the Usage of the SAP CRM Role Configuration Key Detailed Example