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CRM_RMD: Business Function Rule Modeler Usability (New) ( RELNCRM_7E1_RMD_BF )

CRM_RMD: Business Function Rule Modeler Usability (New) ( RELNCRM_7E1_RMD_BF )

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CRM_RMD: Business Function Rule Modeler Usability (New)

Use

As of SAP enhancement package 1 for SAP CRM 7.0, the business function Rule Modeler Usability (CRM_RMD) is available. With this business function, you can use the rule modeler more efficiently.

The business function allows you to do the following:

  • Search using new criteria
You can now search for rules and rule folders. Sub-rules are included in rule and rule folder searches, and the system searches all rule policies and policy variants (active or inactive, draft or released). When searching for rules or rule folders, you can also specify values for Created By and Changed By. While the Event IDsearch criterion was available previously, it is now labeled to indicate that it applies only to the Intent-Driven Interaction (IDI) context.
  • Navigate rule policy search results more effectively
When you navigate to a rule policy from the search results page and then return to the search results, you are brought back to the same search result page. For example, if you navigate to page six of the search results and then navigate to a rule policy, you are returned to page six, rather than page one.
  • Adjust column widths
You can adjust column widths in the rule policy search results list, and in the Policy, Conditions, and Actionsassignment blocks.
  • Add a new rule folder, rule, or subrule as a subnode or at the same level as the current position in the hierarchy of draft rules
  • Create rules in the IDI context more efficiently
The condition Current Eventis now the default for new top-level rules created in the IDI context.
  • Find alerts more easily using value help
When you create a rule to trigger an alert, you can use value help to search for the required alert ID instead of scrolling through them in a dropdown list.
  • Select a target ID for the Navigate To action more efficiently
This applies when you create a rule in the IDI context that contains the Navigate To action. The list of target IDs displayed in the dropdown list is determined by the business role or roles assigned to the rule policy.
  • View policy relationships
You can view a graphical representation of relationships between rule policies that call other rule policies. The flowchart-style display provides options for zooming, navigating among the rule policies, and viewing rule policy details. To use this feature you must first perform the necessary customizing.
  • Release and save in a single step
An updated option allows you to release draft rules of a selected rule policy variant, and then save the rule policy.

Effects on Existing Data

The WebClient user interface has been updated to include the following:

  • New search criteria in the search page for rule policies
  • The following enhancements to the Rule Policy overview page:
  • Insert as Subnodeand Insert at Same Levelpushbuttons in the Policyassignment block

  • Show Policy Relationships pushbutton, which brings you to the graphical representation of rule policies that call other rule policies

  • Release Draft Rules and Save option under Morein the Policyassignment block, which replaces the Release Draft Rules option

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You make the Customizing settings for this function in Customizing for Customer Relationship Management, under E-Mail Response Management System -> Define Repository. A new view has been added that allows you to define actions and action parameters for the rule policy call hierarchy.

Further Information

SAP Library for SAP CRM on SAP Help Portal at http://help.sap.com/crm -> SAP CRM 7.0 Enhancement Package 1 -> Application Help -> SAP Customer Relationship Management -> Basic Functions -> Rule Modeler






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This documentation is copyright by SAP AG.

Length: 5405 Date: 20240520 Time: 194731     sap01-206 ( 86 ms )