Designer Configuration

Learn about the basic designer configuration for campaign management.

Standard elements for CM, AK, AD, AI, AN, AO, AX, AG, V1, V2, V3, V4, V5, V6

The standard elements (Search&List, Expand, Table Caption, Field Group and Header) were defined in the BASE configuration in order to provide a unified layout of fields, tabs etc. in all templates. Just in a few cases (e.g. AD mask in LSI) the elements were changed in the industry specific template itself.

ID_NET_CAMPAIGN_MGMT, AK-CM, AKNew, ID_NET_ACTIVITY, CMTree, SelectCampaign->Return, SelectTemplateCampaign->CopyCampaign, M_Activity, M_ActivityExecution, ID_NET_NEWCAMPAIGN, MarketingActiviyExecution, ID_NET_CAMPAIGNS, ID_NET_ACTIVITY_NEW, ID_NET_TOPIC, ID_NET_STARTPAGE_MARKETING, M_EventParticipant, M_AgendaItem, AGSublistNew, New Activity, New ActivityToCampaign, SelectTemplateMarketingActivity->CopyMarketingActivity, AGSublistNew, NewCampaign, M_Expand_Delete, A_DefaultValuesForWorkorder, A_DefaultValuesForMailing

These standard elements from UPDATE_DEFAULT were defined in the BASE configuration in order to provide a unified layout / behavior in all templates.

CreateNewTab: { "refresh": false, "reuseId": "CORE_ID_NET_DASHBOARD_MARKETING" }

• Menu CORE_ID_NET_CM_Templates

• Menu CORE_ID_NET_CalculateEvaluations

Displays the standard elements for calculating lecture subject and speaker evaluation and accommodation and venue evaluation. As this functionality is not available with update CRM SP0 the menu is set to invisible.

The tree view is the main view for the campaign

Used in the tree view CM to name the node that displays the analysis in the tree view

Context menu of the info area CM

Used in the ExpandChildren-Header of Header Group CM to offer NO new button for Response (AN) records in the sub list of Campaign (CM) mask.

Defined elements: List, Search and MiniDetails. Used in the ExpandChildren-Header of Header Group CM – in order to display the sub list of marketing activities (AK) records below a campaign.

Used to display the AD record below the AK mask – used in ExpandChildren-Header AK and ExpandChildren-Header AK-CM

The AD mask offers – additionally to the other templates – the field Business area (AD/47). This allows to choose a value of the catalogue Business Area:

When the target group is created and a value is selected here, the reps for the target group (AG records) are NOT taken from the FI or KP record, but from the assigned account manager record (SB) with the corresponding value in the field business area (SB/56). This is standard business logic – so no triggers etc. were implemented in the template for this functionality.

• ExpandChildren-Header AK

• Search&List and Field Group CORE_BR_AK

Defined elements: List and Search. Used in the CM tree view for the Mailing node (BR)

Defined elements: List and Search. Used in the FI tree view for the Mailing node (BR)

Defined elements: List and Search. Used in the FI tree view for the Mailing node (BR) under the KP record node

Defined elements: List and Search. Used in the CM tree view for the Work Order node (AF)

Defined elements: List and Search. Used in the FI tree view for the Work Order node (AF)

Defined elements: List and Search. Used in the FI tree view for the Work Order node (BR) under the KP record node

• ExpandChildren-Header AK-CM

• Field Groups MA, MA_ServiceStartpage, MAEmail, MATel, MAVisit,

  TE_MA_CallDocumentationProcess_Prepare

These field groups have a Details control defined that holds the following tab

Used to display two analysis directly in the CM tree view

• Query CORE_CM

• Analysis CORE_CM_ParticipationStatus

Based on the query CORE_CM – displayed in the Form CORE_CM_Analyses, which is shown in the CM tree. Displays all attendees of this event (V1 records) based on their participation status.

Based on the query CORE_CM – displayed in the Form CORE_CM_Analyses, which is shown in the CM tree

These settings prevent the start page calendar to change if the user changes his/her settings in the “standard calendar”:

Analysis CORE_CM_ParticipationStatus_All

Based on the query CORE_CM – displayed in the Form CORE_Startpage_Marketing. Displays all Attendees of all events (V1 records) based on their participation status. Assigned to CRM process Campaign Management.

Based on the query CORE_CM – displayed in the Form CORE_Startpage_Marketing. Displays all activities of

all events (MA records) based on their result. Assigned to CRM process Campaign Management. 􏰀 Tree View FI

The following elements were included into the FI tree view.

Defined to enable find as you type functionality in various info areas for the campaign and event management.

Defines that the default action for the info area is CORE_A_OpenRecordInCMTreeview – this is responsible for opening an AK record that “belongs” to a campaign (CM) is opened in the tree view of the campaign and an AK record that is “standalone” (does not belong to a campaign) is opened in the tab view of AK.

• Menu CORE_A_OpenRecordInCMTreeview

• Process CORE_AK_OpenRecord

• Step CORE_AK_OpenRecord_Dispatching

• Step CORE_AK_OpenRecord_Tree

• Step CORE_AK_OpenRecord_Expand

• Field Group CORE_TD_AK

Defined element: List. Used to display the TD records as sub list of AK mask.

􏰀 Button CORE_AK_CreateSerialLetter

Used to create a mail merge letter from control file and document template

• Button CORE_AD_CreateTargetGroup

• Menu CORE_A_AD_GenerateTargetGroup

• Button CORE_AD_StartMarktingActivity

• Menu CORE_A_AD_ExecuteMarketingActivity

• Images CORE_CAT_CAMPAIGNSTATUS_0 - CORE_CAT_CAMPAIGNSTATUS_6

Files: u8-open.png, u8-progress.png, u8-completed.png, u8-missed.png, u8-archive.png, u8-template.png, u8-budget-approval.png

Used in the Field Group CM, field Status, Field Attribute: Large Image Template