Run a ChaRM action from the Actions menu

A ChaRM action may be configured to be run manually by selecting an item from a ChaRM change screen’s Actions menu. Our example will update the Actions menu for normal change requests. To create an action definition that may be run manually from the ChaRM Actions menu, follow these steps in SAPGUI on your ChaRM system.

  1. Run transaction CRMC_ACTION_CONF. The Conditions for actions: Change screen is displayed. Click Change tool button. to enter Display Mode.

  2. Click Technical Names and double-click SMMJ_ACTIONS in the Action Profile hierarchy.

  1. Click Action Definitions in the header. The following screen is displayed.

  1. In the Action Profile list, double-click the Action Profile chosen in Step 2. The following screen is displayed.

  1. Double-click Action Definition in the Dialog Structure hierarchy. The following screen is displayed.

  1. Click Change tool button. to enter Change Mode, and then click New Entries. The following screen is displayed.

  1. Complete the screen fields as follows. You will need the PROCESSTYPE entry from your text document.

Action Definition tab

Field Description
Action Definition

ZLC_<PROCESSTYPE>_STATUS_MENU

Example: ZLC_SMMJ_STATUS_MENU

Description LiveCompare: Run Impact Analysis
Processed At Immediate Processing
Schedule Automatically Unchecked
Delete After Processing Unchecked
Changeable in Dialog Checked
Executable in Dialog Checked
Display in Toolbox Checked

Action Description tab

Field Description
Description Tricentis LiveCompare ChaRM integration. Manual invocation, to appear in the ChaRM Actions menu.

  1. Double-click Processing Types in the Dialog Structure hierarchy. The following screen is displayed.

  1. Click New Entries. The screen changes to the following.

  1. Select the first cell in the Permitted Processing Types of Action table, and select F4.

  2. Double-click Method Call in the Restrict Value Range (1) dialog. The New Entries: Overview of Added Entries screen looks like this.

  1. In the Settings Method Call section, select the Method field and select F4.

  2. Double-click ZLC_CALL_MANUAL in the Type of filter in BADI implementation (1) dialog. The New Entries: Overview of Added Entries screen looks like this.

  1. Copy the contents of the Action Definition field to the clipboard. Add the following entry to the ‘text document’ that will be used to populate the /ICORP/CHARM_003 table.

ACTION (Manual): <Copied value>

  1. Click Save tool button.. The following dialog is displayed.

  1. Click Tick button. to add the request to a transport.

  2. Click Exit tool button. to close the window.

Update the action profile to include the new action

The next step is to update the SMMJ_ACTIONS action profile to include the ZLC_SMMJ_STATUS_MENU action. This can be done by carrying out the following steps.

  1. Run transaction CRMC_ACTION_CONF. The Conditions for Actions: Change screen is displayed.

  1. Click Technical Names and double-click SMMJ_ACTIONS in the Action Profile hierarchy.

  1. Click Create tool button. in the right-hand pane and select the description for the ZLC_SMMJ_STATUS_MENU action (LiveCompare: Run Impact Analysis).

  2. Click Save tool button., The following dialog is displayed.

  1. Click Tick button. to add the request to a transport.

Make the menu item available for particular statuses only

The ZLC_SMMJ_STATUS_MENU action may be run by selecting its description from a normal change request document’s Actions menu. By default, the menu item will be available for all normal change request document statuses. However, you can make the menu item available for only a particular status by carrying out the following steps.

  1. Run transaction CRMC_ACTION_CONF. The Conditions for actions: Change screen is displayed.

  2. Click Technical Names and double-click SMMJ_ACTIONS in the Action Profile hierarchy. The following screen is displayed.

  1. Click New window tool button. or use /o to open a new SAPGUI window.

  2. In the new window, run transaction SE16 and display table TJ30. The following screen is displayed.

  1. In the Data Browser: Table TJ30 selection Screen, enter <Action Profile Technical Name>HEAD in the STSMA field.

Example: SMMJHEAD

  1. Click to display a table similar to the following.

Use the STMA, ESTAT and TEXT30 to identify the change request statuses for which the Actions menu item should be shown.

Example

STMA ESTAT

TXT30
SMMJHEAD E009 Successfully Tested

  1. Return to the Condition for Actions: Change screen. Select the Start Condition tab and click Edit Condition. The following screen is displayed.

  1. In the Name field, enter a name for the condition.

Example: ZLC_SuccessfullyTested

  1. Click the Condition Definition field to edit it. The following dialog is displayed.

  1. In the Expression 1 field, select Container > CRM Service Process > User Status.

  2. In the Operators field, select Equals condition..

  3. Enter <ESTAT value><STMA value>HEAD in the Constant field.

Example: E009SMMJHEAD

  1. Press Enter and click Tick button.. The Create Parameter Condition screen looks like this.

  1. Click Save tool button.. The following dialog is displayed.

  1. Click Tick button. to add the request to a transport.

  2. Click Save tool button. in the Conditions for Actions: Change screen to save your changes.

Next: Update the ChaRM configuration table