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CRMV_CHM_REQUESTFORM - Define Registration Request Form

CRMV_CHM_REQUESTFORM - Define Registration Request Form

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So that potential sales partners can apply for a sales partnership with your firm over the Internet, you must provide a request for registration on your Web site.

The following settings are necessary and possible for this purpose:

  1. In a configuration file, you determine which fields a potential partner is to fill.
  2. You can create additional question catalogs to learn more about your potential partner.

Concerning 1.:

Determine the following where this configuration file exists:

  • File: \Partnerregistration deploymentdirectory\WEB-INF\xcm\sap\modification\backendobject-config.xml
  • Input: #Property File#

The file must include an entry of the form shown below. Note that the input must take place relative to the directory.

The configuration file (registration.xml) contains three property groups. The order corresponds to the basic data of the start page.

Example:

    name="Company_Information_group" description="bpreg.group.company.info">

,,.......

    

        ,,

,,......

    

,,......

    

  • name- Identifies the property group and must not contain spaces.
  • description - Is the resource name. The corresponding string resource is displayed as the page title.

The properties within the characteristic groups correspond to the form's input fields and are also displayed in this order.

Example:

    

                type="String"

,,            size="40"

,,,,       maxLength="60"

,,,,       required="true"

                description="bpreg.prop.company.name.desc"/>

The following attributes are possible for a property group

Attribute Usage   Values   Description
name: Mandatory   No spaces   Identified field
type: Mandatory   String, Boolean   Field type
size: Optional   Default 40   Display length of text field
maxLength Optional   Default 100   Maximum field length in characters
required Optional   True, False, Default False   Mandatory field
description Mandatory     Field name source key
exitField Mandatory   True, False, Default False   In interdependent fields, for example, the fields Region and Country. The values in the selection list for field Region depend on field Country. The value for exitField must be True. If the user chooses another country, the page is updated and so is the selection list for the field Region.
helpValuesMethod Optional     Java function that calls data for the selection list if this field from the CRM backend.

Fixed values are also possible for each property. These are displayed asa selection list.

Example:

                type="String"

                description="bpreg.prop.job.title">

        

        

        

      

Attribute valuedisplays which permitted value is saved after entry. Attribute description is the resource key of the displayed text.

Concerning 2.:

How to create additional question catalogs in order to learn more about your potential partners:

Note:

You can offer different types of partnerships.Define them in the IMG under Define Channel Partner Type. You can define several programs for each type.

You can create up to three different question catalogs, which are displayed together in the context of the request for registration and are displayed for a potential sales partner as a single question catalog.

All three catalogs are created as marketing property groups. To find these property groups on the user interface, see Create -> Marketing Properties. To do this, log on in the Marketing Professional role.

  • The first catalog is displayed for each request for registration. The property group for this is determined by using key DEFAULT_PROFILE in file \partnerregistration deployment directory\WEB-INF\classes\registration.properties.
  • The second catalog depends on the type of sales partnership.
  • The third catalog is specific to the combination of the sales partner type and the selected program.

These two catalogs are assigned in the IMG under Customer Relationship Management-> Channel Management -> Channel Partner Management.






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