crm 5.2 - building smart forms

7/28/2019 CRM 5.2 - Building Smart Forms

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CRM 5.2 - Building Smart Forms

By

Prem Kumar

[email protected]

SAP-CRM Practice, Pune
mailto:[email protected]:[email protected]


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Contents

1. INTERODCUTION..........................................................................................................................................

1.1 INTERODUCTION..........................................................................................................................03

2. PROCEDURE

2.1 HOW TO CREATEA SMARTFROMS...........................................................................................04

2.2 PASSING DATA TO SAMRTFROMS............................................................................................09

2.3 HOW TO SET A URL IN SAMRTFROMS.....................................................................................14

2.4 HOW TO INSERT TICKET NUMBER IN SUBJECT LINE..........................................................16

2.5 HOW TO ADD SAMRTSTYLE IN THE SAMRTFOMS...............................................................18

2.6 HOW TO CREATE A TEXT MODULE AND USE IN THE SAMRTFORMS.............................25


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1.1 INTERODUCTION

SAP Smart Forms is introduced in SAP Basis Release 4.6C as the tool for creating and

maintaining forms.

SAP Smart Forms allow you to execute simple modifications to the form and in the formlogic by using simple graphical tools; in 90% of all cases, this won't include any

programming effort. Thus, a power user without any programming knowledge can configure

forms with data from an SAP System for the relevant business processes.

To print a form, you need a program for data retrieval and a Smart Form that contains the

entire from logic. As data retrieval and form logic are separated, you must only adapt the

Smart Form if changes to the form logic are necessary. The application program passes the

data via a function module interface to the Smart Form . When activating the Smart

Form, the system automatically generates a function module. At runtime, the system

processes this function module.

You can insert static and dynamic tables. This includes line feeds in individual table cells,

triggering events fortable headings and subtotals, and sorting data before output.

Key Benefits of SAP Smart Forms:

SAP Smart Forms allows you to reduce considerably the implementation costs of

mySAP.com solutions since forms can be adjusted in minimum time.

You design a form using the graphical Form Painter and the graphical Table Painter. The

form logic is represented by a hierarchy structure (tree structure) that consists of individual

nodes, such as nodes for global settings, nodes for texts, nodes for output tables, ornodes

for graphics.

To make changes, use Drag & Drop, Copy & Paste, and select different attributes.

These actions do not include writing of coding lines or using a Script language.

Using your form description maintained in the Form Builder, Smart Forms generates a

function module that encapsulates layout, content and form logic. So you do not need a

group of function modules to print a form, but only one.


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2.1 Getting started with Smart Forms (Building a simple application)

Step 1: Go to transaction Smartforms.

Step 2: Enter a name for the form and click on Create.

Step 3: Enter a short description (subject of smartfrom) for the form.

In this example, we will print a simple text using our form. To create a text, expand Pages and

Windows New Page. Select Main Window and Right click on that. Select Create Text


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Step 4: Give a name to the text and short description.

Step 5: Also enter the text you want to see on the form.

Step 6: SAVE and Activate the Smart form.

To know the function module that is generated upon activation of this smart form, click on

Environment Function module name.


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Following popup with the function module would appear.

Step 7: Test the smart form by clicking on Test. You would be navigated to the function builder withthe function module defaulting to the one that is generated earlier.

Step 8: Click on execute.


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Step 9: Since we do not have any parameters to pass on, click on Execute.


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2.2 PASSING DATA TO THE SMARTFORMS


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Scenario: Let us take a simple scenario of passing webclient field's value from Driver program to theSmart Form.

Step 1: Go to transaction SMARTFORMS and create a Smart Form.

Step 2: To pass the values from the driver program to Smart Form, we need to define the forminterface with the parameters to be passed on.

Click on Global Settings Form Interface.

Step 3: Now define the import parameters "ORDERADM_H", ZCRM+ORDER_CODES and

HRPERSON_S


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Step 4: Now create a Text in the Main window to display the above parameters.

Step 5: To add a field, we need to click on Insert Field.


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Step 6: Enter the field names between the & (Ampersand) as shown below:

Step 7: Add all required fields like this in the text body.


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Step 8: Save and Activate the Smart Form. Test and run the Smart Form by clicking on Execute.


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Step 9: Enter the values as shown below and click on execute.


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2.3 HOW TO SET URL LINK IN SMARTFROMS

Step 1:Go to transaction Smartforms.

Step 2: open the smartfroms in change mode .The URL will be implemented in the text module.Step 3: Insert the URL in the text module.

Step 4: Select the link and click on the URL button.

Step 5: save and activate.


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Step 6:

Note: when we use a template in email -sometimes formatting do no work that requires some

email setting. If the link length is more then one line then it will come in the next link withoutleft margin -To solve it we should not maintain left margin in the smart style .if we are using

or should not give left margin in main window in form painter.


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2.4 HOW TO INSERT TICKET NUMBER IN SUBJECT LINE OF SMARTFROMS

Scenario: The smartfrom is importing field value in the run time from the class "

ZL_DOC_PROCESSING_CRM_ORDER" method "CRM_ORDER_EXEC_SMART_FORM ".

So here we are getting ticket number in the run time and we want to add ticket

number in the subject line like below. Example:

Subject: Your service ticket # 40000376

Analysis : while debugging I find out that the screen field in smart form have fix size 30

characters and the data element caption (tdtitle) have real size 50 char

Solution:

So I plan to pass "Ticket # ticket no" at the run time to the smartfrom subject I added & in the subject field of the smartfroms(screen field)

I replaced the "&" with "ticket # ticket no" at the run time.

Step 1: Go to transaction Smartforms

Step 2: I added '&' in the Smartfrom subject.

Step 3: Use SE24 open the class "CRM_ORDER_EXEC_SMART_FORM"

Step 4: Select the method "CRM_ORDER_EXEC_SMART_FORM"

Step 5: The ticket number has leading zero so to avoid it use pass the ticket number to

Function module "CONVERSION_EXIT_ALPHA_OUTPUT".

Step 6: Split the subject line of smartfrom by '&' and store in two strings

SPLIT ls_output_options-tdtitle AT '&' INTO res1 res2.


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Step 7: Concatenate the Ticket # Ticket no" with the split subject string

CONCATENATE res1 ' 'Ticket#' ls_cap_int res2 INTO ls_caption

Step 8: there should be one space between every word. So condense the subject line.

Step 9: Output-option used as an import parameter in smart form which have a field "tdtitle"

which use to store the subject line for smartfroms.

Step 10: Finally move he concatenated string to the subject line of smart from and have pass

the subject line as a parameter to the samrt form function module.

Subject: "You service & has been created"

At the run time: "You service ticket # 40000375 has been created"


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2.5 HOW TO ADD SMARTSTYLE IN SMARTFROMS TEXT MODULE

SAP Smart Styles: Style name

To display texts in a form (SAP Smart Form), we need a style (Smart Style), which containsthe formatting information of the text (paragraph and character formats).

We specify the style in the output options of the form attributes. It applies for the entire form.

In the output options of particular form sub objects (text, address, alternative, folder, loop,

table, template, complex paragraph), we can assign a different style, which overrules the

general style. This style is used for all sub nodes of the sub object until again another style is

specified.

Step 1: Go to transaction SmartStyles or Smartfroms

Step 2: Enter a style name and click on Create.

Following screen appears:


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Step 3: to create a paragraph, click on folder Paragraph Formats and click on Create (as shown inthe above screenshot).

Step 4: following pop-up appears: Enter a paragraph format name.

Step 5: Enter a suitable description for your graph and enter the left margin value as 2 CH.


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Step 6: Now select the tab Indents and spacing: set the alignment

There are two options below.

Page protection: Use this switch to determine whether to display the paragraph entirely on onepage.

Next paragraph on same page: Next paragraph switch. If set, the system displays the next

paragraph on the same page as the current paragraph; the paragraphs are not separated by a

page break.


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Step 7: Select the tab Font to choose appropriate font, color and style.

Step 9: Select the tabs to set the set the tab spacing.

Step 10: Select the Numbering and outline" as P1 and put the left delimiter as .. If the left delimiteris not mentioned, the values would be displayed as 11, 12, 13... instead of 1.1, 1.2, 1.3


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Step 11: Save and activate your Smart Style.

Step 12: Now go to transaction SmartForms.

Step 13: Create a Smart Form or open an existing one.

Step 14: Select the tab Output Options to mention the Smart Style to be used.

Step 15: Now go to tab General Attributes.


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Step 16: Now to change the editor, click on Goto -> Change Editor

Step 17: Here enter the desired text:

Step 18: Return to the main screen of the Text. The paragraph (p1 name will be appear)


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Step 19: Save and activate the Smart Form. Test & run the Smart Form.


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2.6 TEXT MODULE CREATION AND USE IN SMART FORMS

We use the text type TextModule of the text node to refer to an existing text module in the

system. This allows you to easily use texts from one text module in several forms. In

addition, it is not necessary to load the entire form description to maintain these texts.

You can use text modules in two ways:

Refer to the text module. The text then appears read-only in the PC editor and is

included when you print the form.

Copy the text module. The system then copies the text of the module and

automatically converts the text node into an editable text element.

Text modules can be used across clients and are connected to the transport and translation

systems.

If you refer to a text module, you can use the SFSY-SUBRC system field to check at runtime,

whether the text module was found in the system.

Text module creation Steps:

Step 1: Go to the transaction "smart forms".

Step 2: Select text module and give a name for the text module example: here I am creating

text module for Awaiting ticket template.

Step 3: Click on create button.

Step 4: Enter a unique name for the node and a description (for example, business term).

Step 5: On the General Attributes tab select the text type Text.

Step 6: Enter text which you want to add in the Smart Forms text.


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Step 7: Select the URL, which you want to make as a link and click on the URL button.

Step 8: To add fields select insert button.

Step 9: Give the fields within opening and closing & and click on button.


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Step 10: To select any text style (which is existing in the system) click on the reset

character formatting and select the desire one.

We can apply different formatting in the text paragraph/lines. Like here in the

example I created "P1 URL format"," P3 justified" ,"P4 font size 10" and "P2 Bold Curior"

by transaction "smartstyles".

Step 11: Save and come out.

How to add text module in the Smart Forms.

Step 1: Go to transaction "smart forms".

Step 2: Open the Smart Forms in which you want to add text module.

Step 3: Select the text module of Smart Forms


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Step 4: Choose the General tab of text module.

Step 5: choose text type as Text Module.

Step 6: Give the name of the text module created example: ZAWTTKT_TXT

And choose language English "EN" and press enter

Step 7: The text in the text module we created will come automatically in the text area of

The Smart Forms. Any changes if we will make in the text module text, will be

reflecting directly in the text is of the Smart Forms.


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crm 5.2 - building smart forms

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