CRM and CX Blogs by SAP
Stay up-to-date on the latest developments and product news about intelligent customer experience and CRM technologies through blog posts from SAP experts.
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1 - What is a Form Template?

Form templates are the layout of the documents that are going to be outputted, filled with the XML from the documents.

2 - What is a Master Template?

It defines the Header and Footer information (logo, disclaimer...)

3 - How to access it?

Using Silverlight:
Go to Application and User Management > Form Template Maintenance or Master Template Maintenance

4 - How can I display them?

Easy Form Editor, Adobe LiveCycle Designer, Adobe Reader

5 - What are the difference between the views?

Easy Form Editor > You can edit basic Template information, and add the necessary fields. Sometimes, this button can be greyed out. This is because some templates cannot be edited, due to Compliance reasons, in order to protect sensitive data.

Adobe LiveCycle Designer > The recommended is to download the software using Download Center. The browser add-in is not compatible with IE11. This software is used to perform more complex Forms adaptations (using Scripts, XML bindings, etc).

Adobe Reader > Only used for displaying the document, cannot be edited.

6 - Does SAP support customized templates?

We do not support customized templates, only standard ones.

7 - How Tickets forms work?

For Tickets summary forms, the variant to be taken will be:
Language > logon language of the user
Country > it will always take US or blank (in case it is not US, then the system will take a "Default" country, currently, it is not possible to select other countries).
For example, if you are from Mexico, the settings would be:
Language logged on + country "blank".

8 - How can I find the bindings I need?

In most cases, you need to open any document (eg. Sales Orders) > Go to Output History > There, download the XML data > Find the corresponding path to the desired data.
If the same is not available there on the XML, most of the times it is not possible to be used / extended to the forms.

For instance, you want to add the field highlited below:

Inside the XML, find the value, and then follow the path, as shown:


9 - How to find the binding path from Adobe LiveCycle Designer?

a) Download the .XDP format of form template of the required document from the system. (via Application and User Management > Form Template Maintenance)
b) Unzip the file downloaded.
c) Open the Adobe Life Cycle Designer (path C:\Program Files (x86)\Adobe\Designer 9.0\FormDesigner.exe).
d) Click on Open from the File option.
e) Browse and open the form template.
f) Select the Design View tab and double click on the required field which you want to know the binding path.
g) Select the tab Binding in the Object Library window.
h) You will be able to see the Name of the field and the current binding path of the field.

10 - How to change the binding path?

a) Follow the same steps till step number 7.
b) Click on the arrow button next to the binding path field.
c) Select Use “Data Connection”.
d) Navigate to the required field path and select the field which you required.
e) The new binding path will be applied.

11 - How to add Extension Fields to Forms?

a) Go to the respective Work Center.
b) In the screen where you have created an extension field, choose the Adapt button on the right corner of the screen and select the option Enter Adaptation Mode / Edit Master Layout
c) Select the field you want to extend
d) Highlight the field and select the Further Usage / Field definition link
e) In the Form Templates tab, highlight the Form Template.
f) Select Add Field and Edit button, choose either Easy Form Editor or Adobe LiveCycle Designer.
Note: Easy Form Editor, will extend the field to Easy Form Editor and you can set the conditions (Show always, show if exists and do not show).
Adobe LiveCycle Designer will generate the binding path and you need to create a field using Adobe LiveCycle Designer and assign the binding path.
g) The Field Available option will be checked for the respective template.
Note: If you wants to extend the field to another screen then go to the Extension Scenarios tab and user Add Field to extend to selected screen