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SAP Cloud for Customer Extension Guide Company PUBLIC Document Version: CLOUD – 2021-08-26 SAP Cloud for Customer Extension Guide company. All rights reserved. All rights company. affiliate THE BEST RUN 2021 SAP SE or an SAP SE or an SAP SAP 2021 © Content 1 SAP Cloud for Customer Extension Guide......................................... 5 2 Adaptation.................................................................6 2.1 Know your Navigation Shortcuts in Fiori UI...........................................6 2.2 Create and Organize Queries.....................................................7 2.3 Manage the Master Layout...................................................... 9 2.4 Manage Page Layouts.........................................................12 2.5 Create and Assign Rules .......................................................15 2.6 Use Property Rules for Smartphone Display..........................................19 2.7 Change UI Labels............................................................ 19 2.8 Move Views and Sections Across Tabs............................................. 20 2.9 Change Sequence in Page Layouts................................................20 2.10 Configure Default View........................................................ 21 2.11 Emphasize Field Values........................................................21 2.12 Configure Colors.............................................................22 2.13 View Layout Changes.........................................................23 3 Extension Fields............................................................24 3.1 Extension Field Types.........................................................24 3.2 Create Extension Fields........................................................27 3.3 Add Extension Fields to OData Services............................................ 28 3.4 Add Public Solution Model (PSM) Fields to Standard OData Services........................29 3.5 Make UI Elements Available for Users..............................................30 3.6 Work with Multivalue Lists......................................................30 4 Mashups..................................................................33 4.1 Work with Mashup Authoring....................................................36 Activate Preconfigured Mashups...............................................37 Create URL Mashups.......................................................39 Create Data Mashups...................................................... 40 Create HTML Mashups......................................................43 Copy Existing Mashups......................................................47 Delete or Deactivate Mashups.................................................48 Track Flexibility Change Log for Mashup Authoring..................................48 4.2 Create Mashup Web Services....................................................50 4.3 Add Mashups on Screens...................................................... 52 4.4 Add Mashups as Tabs.........................................................53 4.5 Web Service Message Monitoring.................................................54 SAP Cloud for Customer Extension Guide 2 PUBLIC Content 4.6 Configure External Search Sources................................................57 5 Homepage................................................................64 5.1 Scope and Configure the Homepage...............................................65 5.2 Work with Card Types......................................................... 71 KPI Card................................................................71 Report Card..............................................................75 Tools Card...............................................................81 Filter Card...............................................................84 Custom Cards............................................................84 5.3 Personalize Your Homepage.................................................... 96 6 Set Up Company Branding Images..............................................99 7 Define Company Settings....................................................101 8 Create Custom Work Centres and Work Centre Views .............................. 108 9 Maintain Microsoft Excel Templates............................................109 10 Add Company-Specific Help...................................................111 11 Define Code List Restrictions................................................. 113 12 Create Code List Custom Orders...............................................117 13 Organize Work Centers and Work Center Views....................................118 14 Review Content Transfer.....................................................119 15 Translate and Adapt User Interface Texts........................................120 16 Custom Business Objects....................................................128 17 Workflows ............................................................... 134 17.1 Configure Workflow Timing.................................................... 135 17.2 Configure Workflow Conditions..................................................136 17.3 Configure Messaging Workflows.................................................137 17.4 Configure Field Updates using Workflow Rules.......................................139 17.5 Configure E-mail Workflows....................................................140 Configure Signature Templates...............................................142 Set Account and Contact of Source Workflow Object in E-mail Notification.................143 Code List Descriptions in E-mail Notification Templates..............................143 Track and Manage Bounced E-mails............................................143 Configure Employee E-mail Address as Default Sender Address........................144 Configure Workflows to Send E-Mail Notifications to Active Delegates....................144 Configure Tracking E-Mail Triggered from Workflows................................144 SAP Cloud for Customer Extension Guide Content PUBLIC 3 Configure to Send E-Mail and SMS to Main Recipient Only............................145 Attach Business Object Summary as PDF in an Outgoing E-mail........................146 17.6 Configure Social Media Workflow................................................146 Send Notifications to Social Media Channels as WeChat..............................146 Survey Form for Facebook and Twitter User.......................................147 Automatic Reply to Facebook or Twitter User .....................................147 17.7 Configure Workflow Follow-Up Tasks..............................................147 17.8 Configure Workflow Actions on Business Objects.....................................148 17.9 Design Your Workflows Using Workflow Analysis and System Recommendations...............149 17.10 Workflow Notifications........................................................149 Configure Workflow Notifications..............................................149 Add Recipients for Failed Workflow Notifications ...................................151 Receive Notifications outside of Your Inbox.......................................151 Configure Notifications for Failed Workflow Rules...................................151 Personalize Filter Queries for Notifications.......................................152 Clean Up Notifications List.................................................. 152 Configure Notifications for Employee Delegates................................... 152 17.11 Manage Workflow Logs....................................................... 153 17.12 Monitor Workflow Rules.......................................................153 Monitor Execution Outcome.................................................154 Re-Execute Failed Rules.................................................... 154 View Workflow Rule Execution Status...........................................154 18 Manage Transport Requests..................................................155 18.1 Configure Transport Routes....................................................155 18.2 Configure Transport Requests.................................................. 156 18.3 View Transport Logs......................................................... 166 19 Personalization............................................................167 19.1 Personalize your SAP Fiori Client................................................ 168 SAP Cloud for Customer Extension Guide 4 PUBLIC Content 1 SAP Cloud for Customer Extension Guide Customize and extend your solution using personalization, adaptation, field extensions, and SAP Cloud Applications Studio. ● Adaptation [page 6] ● Personalization [page 167] ● Extension Fields [page 24] ● SAP Cloud Applications Studio [https://help.sap.com/viewer/p/SAP_CLOUD_APPLICATIONS_STUDIO] SAP Cloud for Customer Extension Guide SAP Cloud for Customer Extension Guide PUBLIC 5 2 Adaptation As an administrator, you can customize and extend your solution using various tools. Note that you must first switch on adaptation settings in individual systems. To do this, click your user profile, and select Settings Adaptation Settings and set the Enable Adaptation toggle button to Yes. Refresh the browser and you will see a new option under user profile to Start Adaptation. This document describes all functions that you can accesse as an administrator using the Start Adaptation menu that you can find under the user profile dropdown list. You can change the look
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