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[教程] FIRST LOOK AT SAP CRM NAVIGATION BAR

Twilight发表于 2015-11-26 23:37Twilight 最后回复于 2015-11-26 23:37 [复制链接] 2367 0

NAVIGATION BAR:

We just show you how navigation bar looks in the previous document. Here we will have closer look at the navigation bar.
We can divide navigation bar into following parts.
  • Work Center part
  • Direct link Group
  • Recent Items

WORK CENTER PART:  

This will look like in the below screen shot. Each link for example HOME or SERVICE ORDERS or REPORTS on the navigation bar is called WORK CENTER. In the below screen shot, there are 11 work centers.
NAVIGATION BAR 1.jpg

All these work center entries depends upon the BUSINESS ROLE. This means, depending upon the business role, the entries on the navigation bar will change. Here we logged in as SERVICE PROCESSIONAL role. If we log in with the SALES PROFESSIONAL role then entries may be changed.  You won’t see work center SERVICE ORDER, instead you will see SALES ORDER work center.

Click on any work center, you will be taken to a page called work center page. In which you can find more links in groups like SEARCH, CREATED and reports. This navigation from WORK CENTER to WORK CENTER page is called FIRST LEVEL navigation.

If we observe closely, we can see ARROW marks for certain work centers. Accounts & Products, service orders, service contracts …etc. if we click on that arrow mark, we will get one more menu like below screen shot.
NAVIGATION BAR 2.jpg

If you click on any link in the opened menu, we will navigate to the corresponding object SEARCH page. If we click on SERVICE CONTRACTS, then we will be navigated to a SEARCH PAGE. In that SEARCH PAGE, we can search SERVICE CONTRACTS. This navigation from second level menu to search pages of different objects is called SECOND LEVEL NAVIGATION.

2. DIRECT LINK GROUP:

What is the use this section?

One main use of link section is, it provides direct access to create any object. A user, who logged into WEB UI in role service professional, may need to create SERVICE CONTRACTS number of times. So he can click on link SERVICE CONTRACT and can directly navigate to the page where he can created SERVICE CONTRACT.
NAVIGATION BAR 3.jpg

We can place those objects which need to be created more frequently in this place. So that user can reduce his time in clicks while performing his work.


3. RECENT ITEMS:
NAVIGATION BAR 4.jpg

For example while performing some operation, we visited one business partner with name RAVI and closed it after updating some information of that business partner. That particular business partner will automatically appear in this section. Next time, you can access same business partner by clicking on the link in this section. This saves a lot of time. We can control the number of entries appear in this section.

we can click on arrow mark buttons highlighted in the screen shot , to scroll and see the DIRECT LINK GROUP and RECENT ITEMS section on navigation bar.
NAVIGATION BAR 5.jpg
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