Filter for Custom Field View SAP CRM site: archive.sap.com

Introduction

Greetings, valued readers! Today, we will be discussing an important topic in the world of SAP CRM – filters for custom field view. As you may already know, SAP CRM is an essential tool for customer relationship management, and it is vital to have a clear understanding of its features and functions. In this article, we will provide a comprehensive explanation of filters for custom field view in SAP CRM, and how it can benefit your organization. So, let’s dive in!

What is SAP CRM?

SAP CRM (Customer Relationship Management) is a software tool that helps organizations to manage their customer interactions and relationships more effectively. It provides features such as sales, marketing, and service automation, customer analytics, and social media integration. SAP CRM is designed to improve customer satisfaction, enhance productivity, and increase revenue.

What are custom field views in SAP CRM?

Custom field views are a feature in SAP CRM that allows users to view and manage data according to their specific needs. They provide a way to create custom views of data by selecting specific fields, sorting criteria, and filters. Custom field views can be created for various objects, such as business partners, opportunities, activities, and more.

Why are filters essential for custom field views?

A filter is a way to limit the data displayed in a field view based on specific criteria. Filters are essential for custom field views as they allow users to focus on the data that is relevant to their needs. By applying filters, users can get a better understanding of their data and make informed business decisions.

Understanding Filters for Custom Field View SAP CRM site: archive.sap.com

Filters for custom field views in SAP CRM provide users with a powerful tool to manage their data. By applying filters, users can limit the data displayed in a custom field view based on specific criteria. This helps to focus on the relevant data and ensure that users are not overwhelmed by the amount of data available.

Filters in SAP CRM can be applied using various criteria, such as:

Criteria	Description
Equal	Finds values that are exactly equal to the specified value.
Not Equal	Finds values that are not equal to the specified value.
Greater Than	Finds values that are greater than the specified value.
Less Than	Finds values that are less than the specified value.
Between	Finds values that fall within a specified range of values.
Contains	Finds values that contain the specified value.
Does Not Contain	Finds values that do not contain the specified value.

How to Apply Filters for Custom Field View SAP CRM site: archive.sap.com

Step-by-step guide to applying filters

Applying filters for custom field views in SAP CRM is a simple process. Here is a step-by-step guide to help you apply filters:

Open the custom field view you want to filter.
Click on the filter icon in the toolbar.
Select the field you want to filter by.
Select the filter criteria you want to apply from the drop-down list.
Enter the value for the filter criteria.
Click on the ‘Apply’ button to apply the filter.

Using multiple filters

In some cases, you may want to apply multiple filters to a custom field view. SAP CRM allows you to apply multiple filters using the ‘And’ and ‘Or’ operators. Here’s how to do it:

Open the custom field view you want to filter.
Click on the filter icon in the toolbar.
Select the field you want to filter by.
Select the filter criteria you want to apply from the drop-down list.
Enter the value for the filter criteria.
Select the ‘And’ or ‘Or’ operator.
Repeat steps 3-6 for each additional filter.
Click on the ‘Apply’ button to apply the filters.

Removing filters

If you want to remove filters from a custom field view, SAP CRM allows you to do so easily. Here’s how:

Open the custom field view from which you want to remove filters.
Click on the filter icon in the toolbar.
Select the field you want to remove filters from.
Click on the ‘Clear’ button to remove the selected filter.
Repeat step 4 for each additional filter you want to remove.
Click on the ‘Apply’ button to update the custom field view.

FAQs

1. Will applying filters affect other custom field views?

No, applying filters will only affect the custom field view you are currently using. Other custom field views will remain unaffected.

2. Can filters be saved for future use?

Yes, filters can be saved for future use. You can save filters as a variant and use them whenever required.

3. Can I use wildcards in filters?

Yes, wildcards can be used in filters. The wildcard character is an asterisk (*), which represents any character or characters.

4. Can filters be applied to multiple fields at once?

No, filters can only be applied to one field at a time. However, you can use multiple filters to narrow down your search criteria.

5. What happens if I apply a filter to a field with no data?

If you apply a filter to a field with no data, the custom field view will display no records.

6. What happens if I apply an invalid filter criterion?

If you apply an invalid filter criterion, SAP CRM will display an error message.

7. Can I export data from a filtered custom field view?

Yes, you can export data from a filtered custom field view. The export will include only the data that meets the filter criteria.

8. Can I print data from a filtered custom field view?

Yes, you can print data from a filtered custom field view. The printout will include only the data that meets the filter criteria.

9. Does applying filters affect performance?

Yes, applying filters may affect performance. If you apply multiple filters, it may slow down the system’s response time.

10. Can I edit filtered data directly?

Yes, you can edit data directly in a filtered custom field view. However, you must be careful not to change the filtered data unintentionally.

11. Can I create custom filters?

Yes, you can create custom filters by combining multiple filter criteria using the ‘And’ and ‘Or’ operators.

12. Can I use filters for reports?

Yes, you can use filters for reports. Filters can help you to focus on specific data when generating reports.

13. Can I share custom field views with others?

Yes, you can share custom field views with other users. You can save the custom field view as a variant and share it with other users who have access to SAP CRM.

Conclusion: Take Action!

Filters for custom field views in SAP CRM are an essential tool for managing data effectively. By applying filters, users can limit the data displayed based on specific criteria, making it easier to focus on the relevant data. This can lead to better business decisions, increased productivity, and enhanced customer satisfaction.

We hope this article has provided you with a comprehensive understanding of filters for custom field views in SAP CRM. So, take action now, and apply filters to your custom field views to improve your data management processes!

Disclaimer

The information provided in this article is for educational purposes only. We do not claim to be SAP CRM experts or affiliated with SAP in any way. Please consult with your SAP CRM administrator or consultant for specific guidance and instructions related to filters for custom field views in SAP CRM.