Wednesday, May 4, 2011

Influencing Recent Edits using customizing

Since CRM2007, users are able to see the recently shown objects in the lower left corner of the screen. This is known as the ‘recent edits’. The recent edits functionality is greatly appreciated by end-users.

In some cases though, the description of the object might not be what you would expect, for instance, phonecall activities (object BTOrder, type BT126_CALL) will not show a description in the recent edits, but shows the activitynumber (which seems less interesting from a user perspective).

If you want to influence (or overrule) what is shown in the recent edits, you can enter values in SM30-->CRMC_REC_OBJ_AC.

This table contains the following fields:
OBJECT_NAME
Name of the BOR object that is called, for instance BTOrder
OBJECT_TYPE
Name of the type that is called, for instance BT126_CALL
ACTION
ACTION to be performed when the item is clicked on. B (show) and C (edit) are supported.
DESCR_PATH1
BOL Path to the attribute you want to use in the description, for instance //BTOrderHeader/DESCRIPTION for the description of the activity.
DESCR_PATH2
Same as DESCR_PATH1, but this will de concatenated to DESCR_PATH1 separated by a space.
DESCR_PATH3
Same as DESCR_PATH1, but this will de concatenated to DESCR_PATH2 separated by a space.

The following example will make that in the recent items, a sales call is represented with the name of the customer followed by the description of the activity. If the description becomes too big, it will automatically be shortened, and the full description will be available in the tooltip.






OBJECT_NAME - BTOrder
OBJECT_TYPE - BT126_CALL
ACTION - B
DESCR_PATH1 - //BTOrderHeader/BTHeaderPartnerSet/BTPartnerAll/DESCRIPTION_NAME
DESCR_PATH2 - //BTOrderHeader/DESCRIPTION