Document Template Designer

Function
documentation You can use this function to put CRM data from a Web service created with the Web Service
Tool into a document in either Microsoft Word or Adobe PDF format (for example, for printing
purposes). Note that Adobe PDF documents are read-only.
You can design a template for an object such as an opportunity, which specifies the layout, logo
formatting, and so on, of your document. The system fills the document with CRM data at runtime.

Note
SAP does not provide default templates.

Prerequisites

Adobe PDF
For integration with Adobe, you use the following:
n Adobe Reader on all clients
n Adobe LiveCycle Designer for Designers Machine (included with SAP GUI)
Use the document template designer only when you are familiar with using Adobe LiveCycle
Designer. For more information about using Adobe LiveCycle Designer, see the help documentation
supplied by Adobe.

Microsoft Word
For integration with Microsoft Word, you use one of the following:
n Microsoft Office 2003 Professional
n Microsoft Office 2003 Professional Enterprise
n Microsoft Office 2007 (or later)
Use the document template designer only when you are familiar with Microsoft Office. For more
information about using Microsoft Word, especially Custom XML (Microsoft Office 2003 only) or
content controls (Microsoft Office 2007 or later), see the help documentation supplied by Microsoft.

Microsoft Word 2007 or Later

n You have installed the SAP Data Panel for Microsoft Word on the computers that you use to define
templates at design time. You download the SAP Data Panel from the SAP Service Market Place at
http://www.service.sap.com/patches Installations and Upgrades Browse our Download Catalog
SAP Frontend Components SAP Data Panel for MS Word . Note that you do not need to install the SAP
Data Panel on computers that only use the templates during runtime.
n You have installed the Active Component Framework (ACF) on the computers used to create
Word files from templates at runtime. You download the ACF from the SAP Service Market Place
 at http://www.service.sap.com/patches A-Z Index A ACF ACF<Release> Win32 .
For more information about installing ACF, see SAP Note 766191.

Note
In the standard delivery, the system opens Microsoft Word within a browser window during runtime.
However, if you want to use Microsoft Word outside of a browser window (that is, as Microsoft Word
normally runs), enter the user parameter CRM_OI_EXTERN with the value X in transaction SU3. In
this case, the system opens an empty browser window in the background that you must not close
while Microsoft Word is open. When you close Microsoft Word, the system automatically closes
the empty browser window.

Adobe and Microsoft Word

n You have a Web service to supply data to the template.

The Web service needs to be set to productive and released in the specific logon client.
n You have activated the service crm_oi in SAP CRM (transaction SICF).
n You have made the following security settings in your browser:
l You enable your browser to initialize and script ActiveX controls not marked as safe for scripting
l You enable your browser to run ActiveX controls and plug-ins
l You enable your browser to allow active scripting
n If you want to create documents and make them available in content management, you have
defined profiles for document templates in Customizing for SAP CRM under Customer Relationship
Management Basic Functions Content Management Define Document Template Profile .

Features

Adobe PDF
For Adobe PDF templates, the document template designer uses the Adobe LiveCycle Designer,
which is structured as follows:
n XML structure pane
The left-hand side of each Adobe LiveCycle Designer page incorporates a pane to view data that
contains, in an XML tree hierarchy, all CRM data available for the business object for which you
are creating the template. You can choose elements in the XML tree hierarchy and add them to
the template. This list only contains one element, which becomes the parent node of the XML
tree structure. After you add this parent node to your template, the list expands to display more
data elements that you can add to the template. These added elements appear as child nodes
in the XML tree structure.

Note
Text elements displayed are in context, that is, you cannot enter line items in the template
before you have entered a header.
n Adobe LiveCycle Designer body pages
l You can create, edit, and format your document template in the Adobe LiveCycle Designer
body pages. You do this by adding elements from the XML pane, You then add and format your
own input in the fields appended to these elements.
l You use the Adobe LiveCycle Designer features to format the text in your template.
l You can choose to preview the PDF.

Microsoft Word 2003

The document template designer is structured as follows:
n XML structure pane
On the right-hand side of each Microsoft Word page, the document template designer incorporates
an XML structure pane that contains all CRM data available for the business object for which you
are creating the template. The pane is divided into the following parts:
l The upper part displays text elements added to the template in an XML tree structure.
l The lower part contains a list of elements that you can choose to add to the template.
This list only contains one element, which becomes the parent node of the XML tree structure.
After you add this parent node to your template, the list expands to display more data elements
that you can add to the template. These added elements appear as child nodes in the XML
tree structure.

Note
Text elements displayed are in context, that is, you cannot enter line items in the template before
you have added a header.

n Word page
You can create, edit, and format your document template on the Microsoft Word page. You do
this by adding text elements from the XML pane. You then add and format your own input
between the XML tags that appear on the page.

Microsoft Word 2007 (or Later)

The document template designer is structured as follows:
n Microsoft Word add-in
The SAP Data Panel add-in shows the XML structure of the assigned Web service on the right-hand
side of Microsoft Word.
n Microsoft Word page
You can create, edit, and format your document template on the Microsoft Word page. You do
this by adding text elements from the SAP Data Panel. You then add and format your own input
between the content controls that appear on the page.
Adobe PDF and Microsoft Word
You can incorporate tables in your template. Multiple-line objects (for example, lists) can only be
inserted into a table. Unless you define a table for a list, only one of the first set of values appears in
your document at runtime. You can nest tables inside a table.

Example
1 business partner has 3 addresses and each address has 5 telephones.

Activities
Depending on your system landscape, you might want to use your templates in other systems. You
can transport your templates manually in Customizing for Customer Relationship Management by
choosing Basic Functions Content Management Transport Document Template .

More Information
Creating Adobe Templates [external document]
Creating Microsoft Word Templates [external document]
Web Services Tool [external document]
Creating a Web Service [external document]