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The Usage of the SAP CRM Role Configuration Key Detailed example
Home SAP CRM T he 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 CRM WEBUI, 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 look at the technical details of an overview page or assignment 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 of 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 iguration key on its turn is assigned to 1 or more SAP CRM business roles. T hat 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 role that allows people logging on with this particular business role to perf orm master data cleansing, archive business partners and so on.

As an illustration I will elaborate this example f or the view Employees. Now, the f ield archiving f lag, should be visible f or 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 iguration, so I f irst will need to add the f ield. To establish these requirements, I would need to create: 2 business roles: 1 f or all users 1 f or the Master Data team 2 conf iguration keys I f irst start with the creation of 2 conf iguration keys: Z ALL_USERS Z _PRD_T EAM

& Next I will create 2 new business roles as a copy of the standard SERVICEPRO business role. T his is done in business role Customizing. SPRO >> Customer relationship Management >>UI Framework >>Business Roles >> Define

Business Role Or via the transaction code CRMC_UI_PROFILE For the ease of understanding, I once again give these new Business Roles the same name:

And

OK so f ar so good. T he next logical step would be to actually change the relevant View. In order to f ind the relevant component/view name I use the F2 button. T his shows me the f ollowing details:

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 the relevant component, and press the display button. (T he enhancement set is automatically 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.

By double clicking on the relevant View BP_EMPL/EmployeeDetails the standard 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 Fields .

Ill open the f older EMPLOYEE under which I presume this f ield will be available. Searching throughout the pages I f inally see it. Now I need to copy the def ault conf iguration and f or this f irst example I will copy it f or the role conf iguration key Z ALL_USERS

I click on the button Copy conf iguration. In the pop-up I press Yes. In the above pop-up is where I will actually enter my own conf ig key, being Z ALL_USERS. T his 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 button Choose conf iguration.

I now repeat the 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 button, I now see that the f ield archiving f lag has been added below this f ield.

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. Looking up an employee I now see the f ield has been added:

Now as I explained, I want this f ield to be visible f or all users, but in this case NOT changeable . T heref ore I need to perf orm 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 the button Show Field Properties.

In the f ield properties I will set a f lag f or Display Only. T his will still show my f ield on the screen, but disables the editing of the f ield. I click on the Apply button af ter I set the f lag, and next save the changed screen conf iguration once again. When I now logon with the business role Z ALL_USERS I see this:

T he f ield is still visible, but when I go into Edit mode of this employee, I can not change the value f or the f ield archiving f lag anymore. Ok,now we would need to go this same process once again, but this time f or the other business role/conf iguration key, called Z _PRD_T EAM. I am not going to repeat this, as its really f ollowing the same steps, except the last one, as I DO want the Master Data team to be able to change the value f or the f ield Archiving f lag. I hope some of you have learned and understood the usage of the role conf iguration key. If it was usef ul, you are welcome to leave a comment, like the article or use one of the other social buttons such as Google+ Cheers Davy