Fact Sheet in Interaction Center

[Former Member]

Hi ,

This document focous on fact sheet creation and customization. Please find below some of the points in the creation of customized fact sheet:

1).  Go to SPRO->CRM->UI Framework->UI Framework Defination->FactSheet

2). Click on Maitain Fact Shet and this will open all the existing fact sheets form the system.

 

3). Select any standard and click on copy as button ( here I copied BP_ACCOUNT_FS to ZACCOUNT_FS )and provide the name of the customized fact sheet. In the Global data Context ID provide value as CURRENTCUSTOMER .

4). Here in View Assignments we will have all the view from the standard, we can have delete the view if not required.

5). Then go to component BSP_DLC_FS and go to view factsheet, Here you can create your own customization to show different block at web UI screen.

( Here i have created one customization for my fact sheet ). For more detail on that check SAP best practice document.

6). To link with ERP transaction and BI report go to SPRO->CRM Middleware and Related Component->Communication Set up->Middleware parameter->Define Middleware Paramer  and define system parameter.

7). After all the setup Provide your fact sheet reference at workcener and logical link in your buisness role.

  

For more information you can check Best practice document.

I hope this document is helpful . Please provide your suggestion so that i can update as per requirment.

Do like the document if it is helpful.