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  3. action template


What is action template in SAP CRM-BF - Basic Functions?


SAP Term: action template

  • Component: CRM-BF

  • Component Name: Basic Functions

  • Description: In Customizing for Actions, a template for each action is first created that, depending on the application, can be later enhanced.


Smart SAP Assistant

  • Key Concepts: 
    An action template is a feature of the SAP CRM-BF Basic Functions component that allows users to create and store templates for frequently used actions. These templates can be used to quickly and easily execute a series of steps, such as creating a customer or entering data into a form. This saves time and effort by eliminating the need to manually enter the same information multiple times.
    
    How to use it: 
    To use an action template, first create the template by entering the necessary information into the appropriate fields. Once the template is saved, it can be accessed from the action menu in the SAP CRM-BF Basic Functions component. Selecting the template will automatically execute all of the steps associated with it.
    
    Tips & Tricks: 
    When creating an action template, make sure to include all of the necessary information and steps. This will ensure that all of the data is entered correctly and that no steps are missed when executing the template. Additionally, it is important to give each template a descriptive name so that it can be easily identified when selecting from the action menu.
    
    Related Information: 
    For more information on action templates in SAP CRM-BF Basic Functions, please refer to the official SAP documentation at https://help.sap.com/viewer/product/CRM_BF/7.0/en-US.
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