How-To Change CRM WebUI Descriptions

7/31/2019 How-To Change CRM WebUI Descriptions

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How-to change CRM WebUI descriptions

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Added by Guest, last edited byStephen Johanneson Dec 21, 2009 (view change)

Summary

As many threads were posted on CRM forums asking for some help to change CRM WebUI

descriptions (navigation bar links, work area titles, component view, etc), I decided to listhereafter a couple of basic techniques to do so... Remark: screenshots and SPRO customizing

paths were taken from CRM7.0. So you may not have exactly the same if you're using another

CRM version.

Author: Nicolas Busson

Company: NB Conseil

Created on: 20th of December 2009

Author(s) BioI'm Nicolas Busson, CRM consultant for 6 years (from Paris, France). Indeed that's the only SAP

module that I've ever worked on. And since january 2007 I'm involved in CRM6.0 and CRM7.0implementations.

Change navigation bar link descriptions

Let's start with something quite simple: the navigation bar. Case study: you want to change

"Account management" that you can see in most of the business roles provided by SAP (see

following picture):

Method1: business role customizing

Goto SPRO >> CRM >> UI Framework >> Business roles >> Define business role, and select

the relevant Business role. Then goto "Adjust work centers" and enter a new description in

column "Work Center Tilte (Role)":
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Save your changes and see the result:

Method2: navigation bar customizing

First method could be time consuming if many roles are impacted because you will need to adapt

all of them... So if they are using the same navigation bar profile, it is more efficient to changethe description here: SPRO >> CRM >> UI Framework >> Technical Role definition >> Define

navigation bar profile. Then goto "Define work centers", select the relevant one and enter a new

description in column "Tilte".

Save your changes and see the result:

Remarks:

Check that you didn't change the description via method 1, otherwise the changes donevia method 2 won't be displayed.


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Any logical link can be renamed exactly the same way: either at business role level (see"Adjust work center group link" and "Adjust Direct link group") or at navigation barprofile level... Quite easy, so I won't spend more time to describe it.

Change work area title

Now let's study another text element which is not so easy to modify Case study: you want tochange the work area title "Account management" (see following picture):

Surprisingly, you cannot do it via customizing... In fact, this title is handled in methodIF_BSP_WD_HISTORY_STATE_DESCR~GET_STATE_DESCRIPTION of the relevant

component. But where? Which view, which class? Unfortunately I don't think there is a rule

valid 100% of the time. So you will have to search a little bit. In our example (AccountManagement), you will find it in view WCC_SLS_ACC/SalesAccounts:

As you can see in this example all we have to do is changingOTR "CRM_UIU_BT_SALES_WCC/ACCOUNT_MANAGEMENT" via transaction

SOTR_EDIT. That wil be exactly the same for work center "Activities" (OTR will

be CRM_UIU_BT_SALES_WCC/ACTIVITIES), or "Administration", etc.


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But it my happen that no OTR will be found. For example: work area "HOME" of standard

SERVICEPRO business role. A simple text element is used instead, which prevents us from anymodification without either a modification of the standard, or a component/view enhancement

(but maybe an oss note will be available soon to correct this?):

Also, for a few work area components, you won't find any implementation of method

GET_STATE_DESCRIPTION at view level (not even in the super class of your controller).

That's because this method is implemented in the corresponding component WINDOW.Example: work area "Service" of standard business role SPL:

And obviously, you will find a simple text there too:

Change component title

See "change work area title" paragraph: the only difference is that you may have a lot of views in

an application component (like BP_HEAD), which makes it even more complex to find method


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GET_STATE_DESCRIPTION. So my advice would be to take a look at the windows controller

first...

Change view section title

Case study: you want to rename "My Open tasks" from the Calendar application (see followingpicture):

Well, first we should check if a view configuration is available and try to rename the

corresponding label... but unfortunately this is a table header: and there is no option to change

this element in the configuration (we can only rename column descriptions). So this kind of textis handled in the HTML view (see CRM_CALENDAR/OpenTasks):

Another example can be found in component BT126H_MAIL:


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Conclusion

Most of the time you will be able to change a field description via configurationl. But I hope thiswiki will help you find your way when the UI configuration tool is not supported to fit your

requirements...

Related Content

http://forums.sdn.sap.com/thread.jspa?threadID=1518256 http://forums.sdn.sap.com/thread.jspa?threadID=1558389

http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15603
http://forums.sdn.sap.com/thread.jspa?threadID=1518256http://forums.sdn.sap.com/thread.jspa?threadID=1518256http://forums.sdn.sap.com/thread.jspa?threadID=1558389http://forums.sdn.sap.com/thread.jspa?threadID=1558389http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15603http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15603http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15603http://forums.sdn.sap.com/thread.jspa?threadID=1558389http://forums.sdn.sap.com/thread.jspa?threadID=1518256

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How-To Change CRM WebUI Descriptions