How customizing "Customer Interaction Search - Interaction History

Hi,
I want to customizing the search for "Interaction History". I'm using standard Navigation Bar Entre named "INTERACTION_HISTORY".This entry call link "InteractionHistoryView".
In Interaction History you can filter by "Show". This field has CRM Lead, Business Activity, CRM Order,Sales, Services Process and task. I want to remove CRM Order and CRM lead.
Any idea?
Regards,
Lyda

Hello Lyda,
In version 4.0 and version 5.0, I didn't found any customization for that.
This because if you check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see this values hard-coded.
So, for achieve this, we did some development to filter the entries in this view (copy the view, replace it in runtime profile, replace the controller class...)
Kind regards.
Bruno

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How to enhance Interaction History Search in CRM 2007?

Hi experts,
Is there any BADI available to enhance the existing Interaction History Search in IC Agent Profile?
Thanks and Regards,
Rohit

Dear Rohit,
Using the below steps you can quickly find out the BADIs related to any transaction.
1) Put a breakpoint in the FM SXV_GET_CLIF_BY_NAME
2) Run your transaction(e.g. Interaction History Search). It will stop at the breakpoint you have in the above FM.
3) Chekc the value of the Fm parameter name. This will contain the BADI names.
Alternatively you can get the BADI names the following way
1)Go to the method GET_INSTANCE of the class CL_EXITHANDLER and put a break point there.
2) Run your transaction(e.g. Interaction History Search). It will stop at the breakpoint you have in the above method.
3) Chekc the value of the filed exit_name. This will contain the BADI names.
Hope this helps.
Regards
Anupam
Edited by: Anupam Koley on Aug 11, 2008 11:55 AM
Edited by: Anupam Koley on Aug 11, 2008 11:57 AM

Customizing "Interaction History" in Account View

Hello Experts
I want to customize "Interaction History" in the Account View. I only want to see Activities. At the moment i also see Opprotunities and other Transaction Types. How can i customize, which Transaction Type is shown in "Interaction History".
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Regards, Sven

You can use something like this in DO_PREPARE_OUTPUT method:
DATA:
    lr_col     TYPE REF TO if_bol_bo_col,
    lr_node    TYPE REF TO if_bol_bo_property_access,
    lr_core    TYPE REF TO cl_crm_bol_core,
    lr_wrapper TYPE REF TO cl_bsp_wd_collection_wrapper,
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DATA:
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lr_node = me->typed_context->builactivity->collection_wrapper->get_current( ).
lr_col ?= me->typed_context->builactivity->get_collection_wrapper( ).
WHILE lr_node IS BOUND.
    CALL METHOD lr_node->get_properties
      IMPORTING
        es_attributes = ls_struct.
    IF ls_struct-process_type = 'Z001' AND
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ENDWHILE.

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Add Custom field of a Z Table in Search structure of Interaction History

Hi,
I am trying to add a field in the IC Interaction History. I have enhanced the BOL structure for BTQuery10 and displayed the field in the Web UI. I have implemented the BADI CRM_RF_SEARCH_EEW, Added entry to CRMC_REPDY for the field.
But when i enter any value in the Field it is not executing the BADI. I tried with the Break Point but it has not executed the BADI.
Please help how to add a Custom field of a Z Table in the Search structure of Interaction History.
Regards,
Rajender

Hi Rajendra,
You can try this approach.
You can redefine the genil CL_CRM_BTIL->get_query_dynamic_result method (oneorder) and write the logic only for required object else all the one order objects will be affected.
Inside the genil modify the search parameters to include additional object id's which corresponds to custom search parameter.
Check the below logic which is used for activity search based on custom field, in your case modify it with the interaction history object details. Logic is to fetch all the one order object guids based on custom search( via select on custom table) and pass it as input parameter in search.
DATA :   it_selection_parameters1   LIKE         it_selection_parameters,
                ls_selection_parameters    LIKE LINE OF it_selection_parameters,
                ls_selection_param         LIKE LINE OF it_selection_parameters1,
                lv_attr                    TYPE name_komp.
DATA:   lt_orderadm_h       TYPE          crmt_orderadm_h_wrkt,
               it_act_guids        TYPE          crmt_object_guid_tab,
               lt_requested_obj    TYPE          crmt_object_name_tab,
               srch_str            TYPE          c                 LENGTH 40,
              gv_activity_h       TYPE          crmt_object_name VALUE 'ACTIVITY_H',
              ls_orderadm_h       LIKE LINE OF lt_orderadm_h.
it_selection_parameters1[] = it_selection_parameters[].
IF iv_query_name EQ 'BTQuery1O'.
    LOOP AT it_selection_parameters INTO ls_selection_parameters.
      CASE ls_selection_parameters-attr_name.
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                 FROM "Ztable"
                 INTO TABLE it_act_guids
                 WHERE order_typeg LIKE srch_str .
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            SELECT ref_guid
                FROM "Ztable"
                INTO TABLE it_act_guids
                WHERE order_typeg = srch_str.
          ENDIF.
          INSERT gv_activity_h INTO TABLE lt_requested_obj.
          CALL FUNCTION 'CRM_ORDER_READ'
            EXPORTING
              it_header_guid       = it_act_guids
              it_requested_objects = lt_requested_obj
            IMPORTING
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              document_not_found   = 1
              error_occurred       = 2
              document_locked      = 3
              no_change_authority = 4
              no_display_authority = 5
              no_change_allowed    = 6
              OTHERS               = 7.
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          ENDIF.
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              ls_selection_param-sign   = 'I'.
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              CLEAR: ls_orderadm_h.
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            RETURN.
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ENDCASE.
    ENDLOOP.
ENDIF.
CALL METHOD super->if_genil_appl_intlay~get_dynamic_query_result
    EXPORTING
      iv_query_name           = iv_query_name
      is_query_parameters     = is_query_parameters
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      iv_root_list            = iv_root_list.
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Cheers,
Sumit Mittal

Add custom fields to Interaction History Search.

Hi,
My requirement is to add two new attributes to the interaction history search screen.
1) Process Type
2) Creatyed By
I have added these two fields to the Search Query Structure through Append Structure.
Now problem is to do the backend logic.Means two restrict the records based on these values.
Are there any BADI's available for this?
Please advice.
Version : CRM 2007.
Thanks,
Adi.

Hi,
Go through the following blog may be useful to you
/people/stephen.johannes/blog/2008/01/25/crm-40-to-52-customerh-fields
Regards,
Deepak

How to modify standard or custom Interactive Reports

Hello everyone!
Is there a possibility to modify SAP standard Interactive Reports? Where can this be done?
Also if I create a new custom Interactive Report using Wizard in WebUI I don't find any transaction where I can modify it. Should I use some SAP GUI transaction to do this? Or even BEX Analyzer? Perhaps there is SAP Documentation about how to do it but I wasn't able to find it.
Many thanks in advance for any help! Kind regards,
Sasha

Sasha
To do this, you need to be logged in with the ANALYTICSPRO business role (standard). Once you access the web UI you will have the option to Search reports. Doing this will show you both the standard reports and the ones modified by you. If you want to modify the SAP delivered reports, select the report, click the Copy button and then rename it etc. You then walk through the wizard and make the changes you need.
You can also modify the ones you created by clicking on Edit.
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How to add ECC Sales Orders to Interaction History?

I have configured the Interaction History Profiles through IMG --> CRM --> IC WebClient --> Master Data --> Define Interaction History Profiles. In the profile, I added transaction type TA along with other custom transaction types. The new profile was assigned to the functional profile on the business role. However, I am unable to see any sales order history in the interaction history (but am able to see the other custom transaction types).
I made similar configuration changes to the account fact sheet. Here I followed instructions from this blog: http://sites.google.com/site/rupeshpatil/tweets/addsalesordertoaccountfactsheet . I used transaction type TA for the search display. The account fact sheet is able to retrieve the ECC sales orders without any problems.
I am also having the same issue with agent inbox search for sales orders, but this is not as critical.
The ERP Sales Order Profiles have also been set up to use the ECC client with document types OR and TA, and have been assigned to the functional profile on the business role. IMG --> CRM --> IC WebClient --> Business Transaction --> ERP Sales Order --> Define Profiles for Sales Order

Hi Jerry
Check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see these values hard-coded.
Allowed Business object types:
    gc_object_type-businessactivity TO me->gt_object_type,   " BUS2000126
    gc_object_type-service          TO me->gt_object_type,   " BUS2000116
    gc_object_type-lead             TO me->gt_object_type,   " BUS2000108
    gc_object_type-sales            TO me->gt_object_type,   " BUS2000115
    gc_object_type-complaint        TO me->gt_object_type,   " BUS2000120
    gc_object_type-task             TO me->gt_object_type,   " BUS2000125
New from CRM 7.0
    gc_object_type-opportunity      TO me->gt_object_type,   " BUS2000111
    gc_object_type-incident         TO me->gt_object_type,   " BUS2000223
    gc_object_type-problem          TO me->gt_object_type,   " BUS2000224
    gc_object_type-contract_sales   TO me->gt_object_type,   " BUS2000121
    gc_object_type-contract_service TO me->gt_object_type.   " BUS2000112
Rupesh

Who's Who: How to refine employee search using customer defined indicator?

Hello,
It is possible to refine employee search using status indicator STAT2 (Employees' Employment Status). I would like to refine employee search using e.g. Customer defined status indicator STAT1. I created an entry identical to STAT2 but with STAT1
in view V_T77S0 but it did not help at all.
How to refine employee search using customer defined indicator or any other info
from infotype 0000 or 0001?
Kind regards,
Pawel

Hi
This could be done using the infosets provided in who's who customization screen.
Pl go through following help.
If this helps, pl do reward.
Who's Who (ESS): Selection and Output
In this activity, you can change the fields for selecting and outputting data for the Who's Who service. The fields of the underlying InfoSet Query are available. Note, however, that text fields cannot be used for data selection (with the exception of the fields Organizational Unit, Position Name, and Job Name).
You have the following options:
You can specify the fields for selecting an employee.
You can specify the fields for the hitlist, that is, the list of all employees who meet the selection criteria.
You can specify the fields for the detail screen for a selected employee.
All selected fields are automatically transferred to the service in the sequence you chose and are then available for selection or output.
Standard settings
The standard system contains an InfoSet for the service. It contains default selection and output fields.
Activities
1. Check whether the default settings fulfill your requirements.
2. If you want to change the default values, proceed as follows:
a) Choose the relevant tab page and remove the indicator in the Use default settings for group box.
To change the selection fields, choose the Selection Fields tab page.
To change the fields of the hitlist, choose the Output Fields List tab page.
To change the fields of the detail screen, choose the Output Fields Detail tab page.
b) If you want to delete a default field, select the field in the relevant tab page and choose Delete Line from Display Table.
c) If you want to add an additional field from the InfoSet, select the field in the Fields in InfoSet group box and choose Copy Entry from InfoSet Table. You have two options:
You select an existing field in the tab page and choose Insert Entry in Display Table. The system copies the InfoSet field and inserts it above the selected entry.
You select the blank field at the end of the tab page and choose Insert Entry in Display Table. The system copies the InfoSet field and inserts it at the end of the tab page.
Note that the sequence of the fields in the tab page determines the sequence of the fields in the service.
The selection screen fields are laid out according to the following pattern (maximum of 4 rows and 20 fields):
1 I 2 I 3 I13 I17
4 I 5 I 6 I14 I18
7 I 8 I 9 I15 I19
10 I11 I12 I16 I20
The fields in the detail screen are laid out underneath each other for a maximum of 20 rows, while the fields in the hitlist are laid out from left to right for each row, for a maximum of 20 fields.
Note: You cannot select by the Employment Status field (P0000-STAT2).
d) If you want to add a new field that is not in the InfoSet, you have to create a new InfoSet. You then assign the required field to the new InfoSet. Then select the new InfoSet in the InfoSet field in the Parameters group box. Proceed as described above to add the field to the relevant tab page.
For information about creating InfoSets, see Specify InfoSets for Interactive Employee Selection in the IMG for the HR Information System.
Not the SAP naming convention for the standard InfoSet: /SAPQUERY/HR_XX_PA_ESS
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Note: The Personnel Number field (P0000-PERNR) must not be added to the InfoSet. If you want to use the personnel number, use the P0001-PERNR field, for example.
e) In the Sort field of the Output Fields List tab page, you can specify the sort sequence in the hitlist.
Example: You have selected the Last Name and First Name fields for the hitlist. You want the hits to be sorted first of all by the employees' last name, then by the first name. You therefore enter 1 for the last name and 2 for the first name in the Sort field.
f) Once you have completed your modifications, choose Check Display Table. If the check was successful, choose Save to save your changes. If inconsistencies were found during the check, a message in the relevant line notifies you of them.
Further notes
In certain circumstances, runtime issues may occur, especially in data selection. If they do, set the Selection Fields indicator in the Use Default Settings for group box. This deactivates the use of the InfoSet Query; instead, the system uses the BAPI_EMPLOYEE_GETDATA method.
You can switch the hitlist and the detail screen to the BAPI_EMPLOYEE_GETDATA method by setting the Output Fields List and Output Fields Detail indicators.
Note that by setting an indicator, you restrict the field selection in the relevant tab page to the interface of the method.
If, in the initial screen, you enter a country for which values have not yet been defined, the system automatically creates an entry that sets all indicators in the Use default settings for group box. You can then edit the entry to suit your requirements.
You can specify whether you want employees' photos to be displayed in the service in the IMG for Employee Self-Service under Determine User Options.
If this helps, pl do reward.

Need help with a customized interactive web application for apparel

Help!!!!
Hi I am a web designer at beginners stage with web
devlopment. I am seeking guidance on how to develop a customized
interactive web application so that the end user can change color
and patterns of apparel on vector images such as teamsports
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they can save it with all of the spec information in a file to
there desktop or to a database to send to the manufacturer.
Also looking for a possible way to use a CMS so I can upload
templates of the garment easily for the end user to customize
online. Can this be done and if so how? This is an example the kind
of application I am looking for:
http://www.dynamicteamsports.com/elite/placeorder.jsp
I am in desperate need of some brilliant developer to help
with this.
Thanks in advance for anyone who is willing to assist or give
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Danka
"Reap what you sew"

some parts of that are doable using non-advanced skills, but
will be difficult and unwieldly if there are more than a few
colors/patterns.
saving the image to the server is a bit more advanced and
you're going to need some server-side scripting like php, perl, asp
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Custom Interactive adobe form as template in PMS

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Problem in Customer Interaction Center

Hi All,
I have an issue related to CIC win client.
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Regards,
Smitha.

Hi
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this search searches for BPs
you mean address data shown in CIC for found BP is incorrect?
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regards
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Making a customized Interactive Report visible to all users?

Hi,
Does anyone know if it is possible to make a customized Interactive Report visible to all Apex users, and if so - how?
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Hi,
you need to save the IRR as an APEX developer during the runtime of your application. Just make your IRR changes and save it as default.
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Best regards,
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How customizing "Customer Interaction Search - Interaction History

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