a while ago I already published how you can create a saved search as an End-user in a previous post.
Today I would like to elaborate how you can actually share a Saved Search amongst other Users that use the same Business Role.
Please also refer to the SAP OSS note 1372708.
Relevant Tables are:
- CRMD_SHORTCUT (CRM Shortcuts)
- CRMD_SHORTCUT_T (text table)
Before we start, you should know that when a User creates his own Saved Search, by default it is:
- personal/private (so not visible for other users by default)
- it is client dependent
- it is also Business Role dependent -so If I logon with the Business role SALESPRO , create a saved search 'customers in Brussel" and next I would logon with another business role SERVICEPRO, it's not available over there.
Let's start from Scratch: to illustrate this, I will logon to the SAP CRM WEBUI using the business role SALESPRO.
As you can see I highlighted the fact that currently I have NO saved search available for my User within this particular Business Role.
I will now quickly create one: " all individuals that live in the city "Bekkevoort" based on postal code 3460 in Belgium.
As you can see in the above screenshot, I specifically selected search for "Individuals (B2C scenario) and postcal code = 3460. Next I pressed the Search button, and the result list shows me 136 accounts that were found based on my selection criteria.
Now I saved this search using a for myself logical description (Individuals_3460_Bekkevoort) and press the SAVE button next to it.
I now immediately can see that this Saved search is available in two places (on the home page,and in the saved searches).
Let's now also have a look in table CRMD_SHORTCUT.
You remember I told you I had logged on with the Business Role SALESPRO? This corresponds to the field "Application"'.
In the fields Audience Key & Owner Key my UserID is also filled.
Now, for my requirement I would like to have this saved search available for ALL users that logon with the business role SALESPRO, instead of just for a particular user.
As according to the SAP OSS note I would therefore have to change the ADIENCE TYPE from USER into ROLE.
In the ADIENCE KEY I will next change the UserID into the ID of the Business Role, in this case SALESPRO.
Before testing this out, I also needed to check this entry (based on the GUID) in table CRMD_SHORTCUT_T.
I saw the description was empty in the language EN, so I maintained it. To be honest, I actually forgot to perform this step first, and the result was I did NOT see any saved search with the other user who logged on with the business role SALESPRO. This is also explained in the SAP Note.
"Translations of the saved search title can be done in table CRMD_SHORTCUT_T. Since searches with an empty description are filtered out automatically, do not forget to provide it preferably both in CRMD_SHORTCUT and CRMD_SHORTCUT_T."
Testing the Result
I now logon with another User using the business role SALESPRO (of which I am sure that he does not have this saved search obviously) and see the following:
Bottom line: this seems to work as designed!
PS: there is another useful post made on SCN explaining " How to enable Saved Search for your custom advanced search page."
Sap University Team - SAP Articles by and for SAP users