segunda-feira, 26 de dezembro de 2022

SAP Fiori for SAP S/4HANA – Yes Key Users can set Default Values for other Users

 So you are a business process expert and you have spent time building some great skills – but you know not everyone on the team has had the time or the opportunity to get to the same level.

You are looking for a way to reduce data entry and filtering mistakes across all apps, by setting the default values for other users in your team.  For example, default company codes, plants, cost centers, sales areas, etc.

Good news! Saved Values for Default Values is an easy way you can do this.

That is you can:

  • Set up recommended Default Values and save them as a Saved Values set
  • Give each Saved Values set a business meaningful name
  • Share your Saved Values sets with other users

You can find the official guidance in the SAP Fiori launchpad User Guide in the section Maintaining Your Default User Values

In this blog we cover:

  • How to create Saved Value sets as a Key User
  • Impact of Saved Values on your Business Users
  • Saved Values – Prerequisites
  • Saved Values – Where to Create them
  • Saved Values – Transport options
  • Saved Values – Role-specific options
  • Saved Values – FAQ

You can find more Key User Extensibility options in What is Key User Extensibilty and Who are your Key Users

Tip: All screenshots are taken from a SAP S/4HANA Fully Activated trial system on SAP S/4HANA 2022 using provided demo users. However the Saved Value sets technique applies to SAP S/4HANA release 2020 and higher.

How to create Saved Value sets as a Key User

  1. Login to your SAP Fiori launchpad.
  2. Go to the Profile (aka “User Actions”) menu and select Settings to open the Settings dialog.The%20Settings%20dialog%20can%20be%20access%20from%20the%20Profile/User%20Actions%20menu%20in%20the%20launchpad
  3. Select the Default Values section.Default%20Values%20section%20can%20be%20selected%20in%20the%20Settings%20dialog
  4. Enter the values for the default values you want to set. You can enter primary and/or additional values. A star (asterisk) will be shown after the Saved Values text to indicate the current values have been changed but not yet saved.Enter%20the%20values%20you%20want%20as%20your%20defaults%20against%20the%20default%20value%20parameters
  5. Select the Saved Values dropdown and press Save AsThe%20Saved%20Values%20dropdown%20appears%20towards%20the%20top%20of%20the%20Default%20Values%20section%20in%20the%20Settings%20dialog
  6. Give your set of saved values a business meaningful name. Select the “Public” checkbox to share it with other users and press Save.
    Save%20As%20button%20is%20shown%20in%20the%20Saved%20Values%20dialog%20footer
  7. You will now see your Saved Values set in the dropdown list of Saved Values.Your%20new%20Saved%20Values%20set%20appears%20in%20the%20Saved%20Values%20dropdown%20list
  8. If you want to try out your saved values immediately on your own app, press Save in the Default Values section. The launchpad will refresh to immediately apply your default values.

Now whenever you enter your apps your values will be applied, provided the default value is relevant to that app. In this example you can see the primary and additional values for company code have been applied to SAP Fiori app F1060A Supplier Invoices List.

Your%20current%20default%20values%20are%20applied%20to%20your%20apps

Your current default values are applied to your apps, where relevant

And that’s it!

Impact of Saved Values on your Business Users

For your other users, you need to let them know you have created a saved value set.  You ask them to apply the saved value set to their own Settings.

  1. Login to the FLP.
  2. Go to the Profile/User Actions menu and select Settings to open the Settings dialog.

You%20find%20the%20Settings%20dialog%20in%20the%20Profile/User%20Actions%20menu

You access the Settings dialog from the Profile/User Actions menu

  1. Select the Default Values section.Default%20Values%20is%20a%20section%20within%20the%20Settings%20dialog
  2. Select the Saved Values dropdown and select Manage in the footer to access your own and public saved value sets.In%20the%20Saved%20Values%20dialog%20you%20select%20Manage%20to%20access%20your%20own%20and%20public%20Saved%20Value%20sets
  3. Select the favorites star to mark as favorites any of the Saved Values sets you want to use. A filled star indicates a favorite. You can press the star again to unmark a value set. Press Save to save your updated list of favorites.Mark%20your%20favorite%20saved%20values%20sets
  4. In the Saved Values dropdown you now select the saved values set you want to apply to your own personal default values.Choose%20which%20saved%20value%20set%20you%20want%20to%20apply%20to%20your%20default%20values

 

  1. The saved values are applied to your personal Default Values. Notice the message “The displayed values have not been saved yet”. Press Save to apply the default values to your own user id. The launchpad will refresh. IMPORTANT: Only the values that had an assigned value in the Saved Values set are applied to your Default Values. In this case only the Display Currency, Company, and Fiscal Year have been applied. Any fields that were not included in the value set are ignored and stay at the user’s original values. So in this example the Chart of Accounts and Journal Entry Type are retained as they were before applying the value set.
    The%20default%20values%20in%20the%20selected%20saved%20values%20set%20are%20merged%20with%20your%20current%20default%20values

Now when you enter your apps your new default values will be applied – provided the value is relevant to that app of course. In this example, you can see the primary and additional values for company code have been applied to SAP Fiori app F1060A Supplier Invoices List.

The%20user%20defaults%20are%20applied%20to%20apps%20as%20expected

The user defaults are applied to apps as expected

And that’s it!

Saved Values – Prerequisites

You must be on SAP S/4HANA 2020 or higher.

You must have the Default Values section in your Settings dialog, i.e. you must be assigned at least one app that uses at least one User Defaults parameter.

The value you want to set must have a User Defaults parameter.  You can find the list of available default values in Applying User Defaults in SAP S/4HANA in the section Default Values Delivered by SAP.

The default value you want to set must be assigned to you. That is, you must be assigned one or more apps that use that default value in the app’s target mapping parameters.

P.s. Your administrator can check for you if the app uses a default value as explained below in “How to find if a default value applies to a specific app”.

IMPORTANT: Default values are applied when launching the app from the launchpad or app finder.  If the app is launched from another app, via app-to-app navigation, default values may be overridden. That is, when navigating between apps, parameters passed from a source app to a target app take priority over default values.  For example, a card on an Overview Page app would pass the exact invoice number and company code id to the F1060A Supplier Invoices List app.

How to find if a default value applies to a specific app

Your administrator can check this in the Launchpad Content Manager by searching for the term UserDefault.<UserDefaultId>  or UserDefault.extended.<UserDefaultId>  where <UserDefaultId>  contains the user default’s technical id .

  1. You must be logged in as a Fiori administrator, e.g. with the role SAP_FIORI_FOUNDATION_ADMIN. This role is generated by task list SAP_FIORI_FOUNDATION_S4.
  2. You access the Launchpad Content Manager from the Launchpad tile “FLP Content Manager Client Specific” or from the GUI transaction /UI2/FLPCM_CUSTLaunchpad%20Content%20Manager%20can%20be%20accessed%20from%20the%20launchpad%20by%20the%20Fiori%20Administrator%20using%20the%20tile%20FLP%20Content%20Manager%20Client%20Specific
  3. On the Tiles/Target Mapping tab you search for the relevant term to find apps which use the default value. For example: to find all SAP Fiori apps and classic UIs that use the company code default value. The technical id is CompanyCode. So to find all apps/Uis that use the default value as a primary value only you could search on UserDefault.CompanyCode. You can open the matching technical catalog entry in the Launchpad App Manager to check the details of the parametersSearching%20for%20apps%20that%20apply%20the%20User%20Default%20CompanyCode%20primary%20value%20only%20to%20apps
  4. Alternatively you can find SAP Fiori apps that use the primary *and* additional values of User Default CompanyCode by searching for UserDefault.extended.CompanyCode.You can open the matching technical catalog entry in the Launchpad App Manager to check the details of the parameters.Searching%20for%20apps%20that%20apply%20the%20primary%20and%20additional%20values%20of%20User%20Default%20CompanyCode
  1. Alternatively, you can search for the app in the Launchpad App Manager and check the parameters. You can access launchpad app manager from the launchpad tile “Manage Launchpad Apps Cross Client” or GUI transaction /UI2/FLPAM.Launchpad%20App%20Manager%20can%20be%20access%20from%20the%20launchpad%20of%20the%20Fiori%20Administrator
  2. For example, to check which default values the SAP Fiori app F1060A Supplier Invoices List app uses, in the Launchpad App Manager you go to the Launchpad App Descriptor Items tab and search for the Fiori app id. Select the link on the technical catalog name to see the details.Finding%20the%20app%20in%20the%20Launchpad%20App%20Descriptor%20Items%20tab%20of%20the%20Launchpad%20App%20Manager
  3. Then in the Technical Catalog view select the Launchpad App Descriptor item and in the Parameters tab you can see which user defaults are applied. In the screenshot you can see that for app F1060A the parameter CompanyCode is mapped to %%UserDefault.extended.CompanyCode%%Reviewing%20the%20parameters%20of%20the%20Launchpad%20App%20Descriptor%20Item%20in%20the%20Parameters%20tab%20of%20the%20selected%20launchpad%20app%20descriptor%20item

Saved Values – Where to Create them

Saved Values must be created in the system in which they are used.

That is, you can create them directly in your production environment.

If you want to make them available for development or testing, you must create them in those environments as well.

Saved Values – Transport Options

Not applicable. Saved Values cannot be transported.

Saved Values – Role-specific options

None.  Saved Values are either private or public only.

Workaround:

If you want to create saved values for different teams or roles, the best option is to agree on a naming convention for your saved values.  For example:

  • Corporate Finance – Europe
  • Corporate Finance – USA
  • Spain – Local values
  • Order to Cash process
  • Shared Services – Hire to Retire

Saved Values – FAQ

Can I force other users to use the values I have saved?

No users must choose to use the saved values.

Remember that these are just defaults – they can always override them in their own Settings or in the apps.

What happens if the user overrides the default values in their settings?

The settings apply to that user only.

Can I save a set of default values for a specific role only?

No. Currently, saved values are either private (just for me) or public (for everyone).

Can I limit the number of default value sets created?

No.

Can I create custom Default Values fields where SAP has not already delivered a User Default parameter?

No. The user default parameter must already exist.

Can I synchronize default values with classic SET/GET parameters?

Yes. Refer to SAP Note 2519765 – Synchronization of Fiori User Default Values with Backend SET-/GET-Parameters

Can I change the contents of saved value set later?

You cannot change the contents of the saved values set directly.

The author or the administrator can delete the saved value set, in the Manage dialog by using the “x” delete icon for the row containing the saved value set. This only deletes the saved value set – it does not remove the default values from users who have already applied the saved value set.

Saved values sets can also be renamed in the Manage dialog.

Saved%20Value%20sets%20can%20be%20deleted%20in%20the%20Manage%20dialog%20for%20Saved%20Values%20sets

Saved Value sets can be deleted in the Manage dialog for Saved Values sets

Workaround:

You can apply the saved value set to your own settings, make your changes, then use Save As to create a new Saved Value set., e.g. Corporate Finance – Europe v2,

Can I change a private saved value set to a public saved value set later?

No, but you can resave the same set of values with a new name and mark the new Saved Values set as public.

Are there any restrictions with using default values with classic UIs?

Yes.

Typically with classic UIs  – such as SAP GUI transactions, Web Dynpro ABAP applications, and Web Client UIs – only the primary default value can be applied to fields on the entry screen of the classic UI.  This assumes that a target mapping has been created for the classic UI to apply the default values to the UI.

There are some workarounds to minimize impact.

Source: https://blogs.sap.com/2022/12/14/sap-fiori-for-sap-s-4hana-yes-key-users-can-set-default-values-for-other-users/

Refer to:

3239615 – Cannot save Default Values in user settings for Web Dynpro/ FIORI Apps

Where classic UIs are called directly *without* using a target mapping – e.g. from the User Menu in the App Finder – default values cannot be applied. Set/Get parameters may be applied if relevant to the transaction.

Refer to:

SAP Fiori for SAP S/4HANA – How to include GUI transactions in the launchpad – User Menu versus Catalogs

Why wasn’t my default value used for a specific app or UI ?

Default values are only applied when:

  1. The app or UI has a target mapping that maps the default value to the relevant app parameter
  2. The app or UI is launched directly from the launchpad or the App Finder.

When an app or UI is launched from another app then the app-to-app navigation context takes precedence over default values.  This includes launching the app from Search results. For example if you have searched for a specific invoice and then launch to the SAP Fiori app F1060A Suppliers Invoice List, the invoice id and company code of the selected invoice are passed.

Is there any troubleshooting help?

Yes. SAP Notes worth knowing:

2768796 – Default Values is not showing in Fiori launchpad

3252498 – Fiori/WebGUI Transaction Apps: Default Values for Search are in Wrong Field

 

Becoming a SAP Fiori for SAP S/4HANA guru

You’ll find much more on the community topic page for SAP Fiori for SAP S/4HANA

Other helpful links in the SAP Community:

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