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rajanikanth_kristam
Product and Topic Expert
Product and Topic Expert
6,386

In CRM 2007 UI you have the option to save your search criteria using save button in the advanced search screen and this can be executed using my search dropdown listbox at the top right hand corner of the screen.

But this saved search is only available to the user who saved it - other user can't see this saved search. In the older version (PC-UI) you had the option to export and make this as global search so that all user can see this in their saved searched. Below simple table entry changes describes how to achieve the same export functionality in CRM 2007.

You have created saved search for activities called "My Issues" as shown below

Requirement is this should be available to all user with a particular business "ZFM". This saved search will be created in the table CRMD_SHORTCUT and you  just have to change the fields Audience Type and Audience Key fields.

For example a new entry was created in table CRMD_SHORTCUT.

Change the fields AUDIENCE TYPE = ROLE

                           AUDIENCE KEY = ZFM

This can be done using SE16. When the CRMD_SHORTCUT record is changed an empty description record is automatically created in the text table CRMD_SHORTCUT_T for the changed record. Since saved searches without description are filtered out in the UI, you cannot see the saved search CRM UI at this point of time.

To show the saved searches in the UI maintain the description in the corresponding record of the text table CRMD_SHORTCUT_T in the languages you would like to support.

Hope this concept is clear....

21 Comments
stephenjohannes
Active Contributor
0 Kudos
Nice blog.  I would think this would be a common request.

This almost seems like a no-brainer for some standard tools that could be delivered to manipulate the saved search functionality.

A couple of areas:
- When users migrate between business roles(they lose the saved searches)
- Publishing searches for multiple users

If this is not in CRM 7.0 then it should be.  Also this should get into CRM 2007 via a note.

Take care,

Stephen
gregorw
SAP Mentor
SAP Mentor
0 Kudos
Hi Stephen,

I've added a CRM WebClient UI Wish List to the SCN Wiki. Let's put all suggestions together and forward them to the CRM Product Management.

Best regards
Gregor
Former Member
0 Kudos
Hi,

I have a question. We are using only a singel Business Roles for different application ares (service and marketing). So we can't provide saved searches depending on the BR. Are there other possibilites for example depending on the PFCG Role? I've seen that theres one more AUDIENCE_TYPE called Application Area. What can I do with that?

Best Regards,
Maximilian Kraus
Former Member
0 Kudos
Hi,

we are on a ramp-up project for CRM 7.0.

I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

Is this only possible in CRM 2007?
Does anybody know how this works in CRM 7.0?

Thank you

Best regards

Manfred
Former Member
0 Kudos
Hi,

we are on a ramp-up project for CRM 7.0.

I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

Is this only possible in CRM 2007?
Does anybody know how this works in CRM 7.0?

Thank you

Best regards

Manfred
Former Member
0 Kudos
Hi,

we are on a ramp-up project for CRM 7.0.

I tried to do change the CRMD_SHORTCUT like described. But it doesn´t work.

Is this only possible in CRM 2007?
Does anybody know how this works in CRM 7.0?

Thank you

Best regards

Manfred
Former Member
0 Kudos
no idea why my entry appears 3times.
sorry for that.
Former Member
0 Kudos
1) The table entries in CRMD_SHORTCUT are client dependant and may need to maintain the entries in each client and system. No maintainable view or transaction provided by SAP. 

2) It is better to create a maintainable view on this table CRMD_SHORTCUT that we can use SM30 to maintain in the productive system.

3) Audience type "APPL_AREA" functionality is not working. We may have to code the logic ourselves to make that option work in the
UI Object: GS_WC_QLINKS View: Savedsearches.

4) Do not forget to enter the saved search name in the "Description" field. If you maintain here it automatically puts the entry in CRMD_SHORTCUT_T table.
Wolfgang_Mayer1
Active Participant
0 Kudos
Hi guys,

kindly observe SAP note 1372708.

Regards
Wolfgang
Former Member
0 Kudos
Hello there,

we are facing similar requirements. We need to populate the saved search "My Activities" to all users of a business role.

If I made a "saved search" with my employee id in the search field "responsible Employee", the same value is populated to all users. Actually my employee id should be replaced by the employee id of the recipient.

Is there is a way to achive this?

Thanks and regards,
Jodi
rajanikanth_kristam
Product and Topic Expert
Product and Topic Expert
0 Kudos
Jodi,
Your Requirement for "Responsible Employee" should be handled in programmatically it can't be done with saved search concept. Try to default the employee ID before loading activity search view.

Raj Kristam 
Former Member
0 Kudos
Hi,

Does this save search input or result?

Ted
rajanikanth_kristam
Product and Topic Expert
Product and Topic Expert
0 Kudos
Ted,
Saved search provide the search input to the search view.

Thanks, Raj
Former Member
0 Kudos
Raj, thank you for the reply.

Saved search will save the input criteria, but I'm thinking save the current result and bring it back later in a different page, I wonder how difficult it would be and how to proceed? -ted
Former Member
0 Kudos
Really appreciate the detailed explanation, good thing for endusers.
Former Member
0 Kudos

Hi All,

I saved some save searches to search opportunity .And after Ehp1 upgrade they are gone if i check in table "CRMD_SHORTCUT" entries and save searches are present but on WEB UI i can't see any saved searches.

Please suggest

gregorw
SAP Mentor
SAP Mentor
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Dear Rahul,

in CRM 7.0 EhP1 there is the standard functionality "Sharing" I think you should look into this one.

Best regards

Gregor

Former Member
0 Kudos

Hi Gregor,

It will be very helpful if you provide any link for this.

Thanks,

Rahul

Former Member
0 Kudos

Hi Gregor,

It will be very helpful if you provide any link for this.

Thanks,

Rahul

gregorw
SAP Mentor
SAP Mentor
Former Member