CRM Worklist - Task Specific & Object Specific Navigation PDF

CRM Worklist: Task Specific &
Object Specific Navigation
Applies to:
CRM 6.0 and CRM 7.0. For more information, visit the Customer Relationship Management homepage.
Summary
It seems that on executing a Work-item from the CRM work-list, by default the system navigates the user to
the Display Method of the corresponding Business transaction even if the underlying task refers to the
EDIT method of the BOR object type. This blog addresses this issue which enables the user to navigate to
the EDIT mode of the corresponding business transaction instead of the default Display mode of the
Business transaction.
Author: Anand Rangarajan

Company: SAP Global Delivery, Bangalore
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Created on: 18 December 2010
Author Bio
Hi, Let me introduce myself I am Anand and I am working with SAP Global Delivery, Bangalore.
I have been a part of SAP CRM consulting for more than four years now and it has been an
amazing journey so far. I have had the privilege of working on multiple SAP products including
SAP Solution Manager, SAP CRM 5.0 and SAP CRM 7.0. I started my SAP journey with an
ABAP certification in 2006. I have been working on WRICEF components of SAP (Workflows,
Reports, Interfaces, Classes, Enhancements, and Forms) for quite some time now. Post my stint with
WRICEF, I moved on to working with SAP Solution Manager, and have been responsible for configuring
scenarios like Support Desk and Change Request Management. Recently, i was involved in SAP CRM
Technical work on SAP CRM 5.0 and CRM 7.0. I have also had the privilege to understand the new SAP
CRM 7.0 architecture and thus am aware of SAP CRM WebUI Enhancement framework. I am a certified
SAP CRM consultant, certified on SAP CRM 6.0 platform with a good amount of know-how on SAP CRM
Marketing. I have extensively worked on SAP CRM Worklist (WebUI) which is similar to SAP Business
Workplace in GUI, I have also worked on integrating Social Media(Twitter, Facebook etc..) into SAP CRM
7.0.
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
2010 SAP AG 1
CRM Worklist: Task Specific & Object Specific Navigation
Table of Contents
Summary............................................................................................................................................................. 3
Detailed Description ........................................................................................................................................ 3
Results. ............................................................................................................................................................... 9
Conclusion ........................................................................................................................................................ 10
Related Content ................................................................................................................................................ 11
Copyright........................................................................................................................................................... 12
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Summary
CRM work-list UI behavior is not the same as it used to be in SAP Business Workplace. Major difference
between the two lies in how the Dialog Methods are handled in UI and how SAP Business Workplace
handled them. In CRM UI, the BOR coding for Dialog methods never gets executed, instead user is always
navigated to the Display Method of the corresponding Business transaction. This blog intends to change
this default behavior so that the user is directed to the EDIT method of the business transaction instead of
the default Display mode.
Detailed Description
In CRM Work-list, the real core issue is that Dialog tasks are ignored. This means the CRM work-list will only
execute the tasks which are background tasks. This means the CRM work-list will continue to execute BOR
object method coding which the underlying tasks refer. However it doesnt execute the BOR Object method
coding if the tasks are classified as Dialog. The BOR Object method coding is completely ignored in this
case.
Let me explain this by giving an instance.
Lets have look at the task below:
Tasks TS95507981 ->
Now closely observe the task given above. This task is meant for background execution as the BOR object
method it refers to is meant for background work and it not a dialog task.
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Attributes of the method is as follows:
This clearly explains that if this method were involved in a task, that task would always be a background
task. The Important thing here is that CRM work-list would execute those work-items which has this task,
additionally the BOR coding under BOR Object ZWF_CPT method FillTabZ_TG_AM_UserT also will get
executed from the UI work-list considering its a background task.
Now lets have a look at another Task Viz.

TS95507921
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The above task is a dialog method as the check box on Object Method with dialog is checked. However
also lets observe the BOR method closely
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The above screenshot reveals that the BOR method and hence the subsequent task which refers this BOR
method would also be a dialog one. Now the point here to note is that when such a task is executed from the
CRM work-list, the system would not execute the BOR object method coding at all. Instead soon after the
system realized that its a dialog method, it ignores the BOR coding and takes the user directly to the
Display method of the corresponding business transaction. Thus even if the user expects that the business
transaction be opened in EDIT mode as it will if executed from GUI (as method called is
CHANGEWITHDIALOG-> EDIT Mode), then user is taken to the Display mode of the corresponding
business transaction from CRM work-list.
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Illustration:
Below is the work-item which refers to the Task TS95507921, when you execute such a work-item from the
CRM work-list, you are always navigated to the default display mode of the business transaction even if the
underlying BOR method suggests that you be navigated to the business transaction in EDIT mode. This is
because the system ignores the BOR object method coding for Dialog methods and by default it navigates to
the Display Mode instead of the EDIT mode.
On Click Execute.
The Opportunity is opened in Display Mode only.
Now we perform the Following Customizing:

SPRO path Customer Relationship Management ->Basic Functions-> Work-list-> Define Alert Inbox and
Workflow Inbox-> Define Task-specific Navigation
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The above customizing trains the system to open the business transaction in EDIT mode instead of the
default Display mode. This means whenever the system finds that the work-item refers to task TS95507921,
then it reads the customizing and opens the task in EDIT mode as maintained in the above customizing.
Just like we have Task Specific Customizing, we also have object specific customizing and the SPRO path
for that is Customer Relationship Management ->Basic Functions-> Work-list-> Define Alert Inbox and
Workflow Inbox-> Define Object-specific Navigation. This could be utilized when you would want that all
work-items referring a particular object type should have a common behavior viz. on execution they all
should open the corresponding business transaction in EDIT mode thus overriding the default Display
mode.
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Results
After making the customizing entry as mentioned above, now on execution of the work-item, the system
navigates to the EDIT mode of the business Transaction thus overriding the default behavior of navigation
to the Display mode of the Business transaction. This assumes that the task specific customizing mentioned
above is already made.
Illustration:
On Click Execute-> Edit Mode of the Business Transaction.
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Conclusion
Its possible to over-ride the default behavior of the CRM work-list which would always navigate to the
Display mode of the corresponding business transaction on execution of any dialog work-item. This
overriding is done via SPRO path Customer Relationship Management ->Basic Functions-> Work-list->
Define Alert Inbox and Workflow Inbox-> Define Task-specific Navigation and also via another SPRO path
Customer Relationship Management ->Basic Functions-> Work-list-> Define Alert Inbox and Workflow Inbox-
> Define Object-specific Navigation.
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Related Content
My Project experience
For more information, visit the Customer Relationship Management homepage
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Copyright
Copyright 2010 SAP AG. All rights reserved.
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CRM Worklist: Task Specific &

Object Specific Navigation

Author: Anand Rangarajan

Attributes of the method is as follows:

Now lets have a look at another Task Viz.

Now we perform the Following Customizing:

On Click Execute-> Edit Mode of the Business Transaction.

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