Tuesday, August 30, 2011

Adding Web URL (like google.com, yahoo.com) in CRM UI

Web URL (E.g. Google, Yahoo, etc) in CRM UI can be launched using transaction launcher

Step1:

Step1a: Call Transaction SM30. Enter the View name: CRMV_IC_LTX_URL

Step1b:

URL ID: ZGOOGLE (any name starting with Z)

Description: Google

Request Method: Get

Click radio-button for Non-BSP URL

URL: http://www.google.com

Save the entry.

Step2:

Step2a:

Call transaction CRMC_UI_ACTIONWZ

Or

IMG path CRM -> UI Framework -> Technical Role Definition -> Configure Transaction Launcher



Step2b:

Launch Trans. ID : Zlaunch_google.(Any name starting with Z)

Component Set : ALL

Click on Continue.

Step2c:

· Description : launch google

· Class name : ZCL_CRM_LAUNCH_GOOGLE (Any class name starting with Z).

· Activate checkbox for ‘Stateful’ to show the URL in a new window.

· Be sure that the checkbox ‘Raise Veto’ is deactivated.

· Click on Continue




Step2d:

Choose URL Transaction (B) as transaction type

URL ID: ZGOOGLE created in the URL repository.

Continue

Step2e:

Skip screen for transaction parameters and activity clipboard by pressing ‘Continue’.

End the wizard and press ‘Complete’.

Step3:

Step3a:

Execute Transaction CRMC_UI_NBLINKS

Or

IMG path CRM -> UI Framework -> Technical Role Definition -> Define Navigation Bar Profile

Select ‘Define Logical Links’ at the dialog structure on the left by double-click.

Create a new logical link:

Logical Link ID: ZGOOGLE

Type: Launch Transaction

Target ID: EXECLTX

Parameter ZGOOGLE

Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM

Title: Google

Description: Google

Save the changes.

Step3b:

Select ‘Define Direct Link Groups’

Create a new entry

Group ID : ZGOOGLE

Group Type : No Classification

Title : Google

Description : Google.

Step3c:

Select ‘Assign Links’ at the dialog structure on the left by double-click.

Create a new entry

Logical link ID : ZGOOGLE (Which has been defined in Define Logical Links)

Position : 10

Save the changes.

Add the link which was created in Define Logical Links.



Step3d:

· Select ‘Define Profile’

· Select profile corresponding to web UI

· Click ‘Assign Direct Link Groups’ at the dialog structure on the left

· Create a new entry

· Group ID : ZGOOGLE

· Position : 30 (any position).

Step4:

· Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business Roles -> Define Business Role.

· Select business role ZWOOSALESPRO (the role which is assigned to user)

· Double-click on ‘Visible Direct Group Links’ at the dialog structure on the left.

· Click Visible Check Box corresponding to Group ID ZGOOGLE

Step5: In the Web UI the link appears as shown below.



1 comment:

Nita said...

Helpful post on adding web URLs in the CRM UI! Including direct links like google.com or yahoo.com in CRM interfaces can greatly improve user experience by providing quick access to relevant external resources. This small yet impactful customization boosts productivity and streamlines workflows, especially for sales and support teams. For businesses using platforms like Zoho CRM, working with a Zoho CRM consulting partner can ensure such enhancements are implemented effectively and aligned with overall CRM strategy. Great tip for optimizing CRM usability!

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