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CRM 2007 WEB UI Simplified- Get Started
Milestone 2- The New Lingo
Milestone 3-Configuring the UI
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Milestone 3: Get Started with the UI Configuration

It's F2 !!!

Now that you have managed to log in to the new UI and have familiarized yourself with the terminology, the next step is to configure the screens. Let me show you how to add new fields, remove fields, make fields mandatory, and change the name of fields on the screen.

First you need to identify the name of the component and the view you wish to change. You may be familiar with the F1 (technical information) option in WinGUI. This is a habit you must break because F1 in the new UI gives you Microsoft Internet Explorer user help. To find out the name of the component and view to edit, navigate to the screen you would like to modify and press F2.

 

Then you have the component and view, you can start your configuration in the new BSP Component Workbench. SAP developed this tool to allow users with limited knowledge of the underlying technology stack to configure the UI.

Go to transaction BSP_WD_CMPWB or follow IMG menu path Customer Relationship Management>UI Framework>UI Framework Definition>Configure User Interface. Enter the name of your found component and click on the Display button. At the left of the screen is a list of objects that are maintained in the component. At this point you only need to navigate through the Views list. As shown at the left pane on the figure below.

 

 

Ensure you are in the browser component structure by clicking on the Browser Component Structure button circled in Figure . Then click on the Views option in the hierarchy list, locate the view you determined earlier, and double-click on it. The full view definition appears on the Structure tab. Again, you can bypass all of this detail and go straight to configuration by clicking on the Configuration tab. Initially you are in display mode, so click on the Display/Change button to commence configuration. If you want to have the configuration enlarged, you can use the Mode button in the toolbar of the Component Workbench.

 

 

How do I change the field properties? You can modify the standard field properties by holding down the Alt key and clicking on the field you want to change. The system displays the field properties on the right side of the screen, as shown in Figure.

In the field properties you can set the field to Mandatory or Display only; change or remove the field label; or move the field to another location on the screen grid.

After you have made your changes be sure to click on the Apply button. You then must close the field properties window to allow further changes on the other fields.

How do I remove fields? To delete a field from the screen, click on the field to highlight it, and then click on the subtract icon above the column of the selected field.

How do I add fields? Within the Configuration view, the context nodes define the fields that are available (Ref. Figure). You can add fields as long as they are specified within one of the view’s context nodes. To see which fields are available, click on the Show Available Fields link. The left side of the screen displays a list of the context nodes. You can drill down on each of them to see the available fields to add to your screen. Click on the field you want to add to highlight it, and then click on the plus icon above the column to which you want to add the field. When you are happy with your changes make sure to save them — the system doesn’t warn you to save before exiting.