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How to Develop Smart Forms
by Rajen Iyer, CPIM, PMP, SAP America, Inc
Migration to Smart Forms
If you have many forms already built in SAPscript, you may migrate them into Smart
Forms to avoid building the Smart Forms from scratch and save development time. Two
types of migration are available: individual migration and mass migration. You can
migrate a SAPscript form into a Smart Form and convert a SAPscript style into a Smart
Style.
Smart Styles contain the formatting information for the text. In Smart Style, you take the
smaller components (paragraph and character formats) for conversion individually,
whereas for Smart Forms, you take the entire Smart Form for conversion. Each
conversion of a Smart Form requires a separate conversion of the accompanying Smart
Style; some of the steps, however, are the same. The first phase of the migration is the
download. Use program RSTXSCRP to download SAPscripts to your local hard disk
(Figure 1).
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 1
Figure 1: Program to download and upload SAPscripts to and from your local drive
Simply select the object, based on Form, Style, Standard Text, or Device Type. You
may EXPORT to download to the local drive and IMPORT to upload a SAPscript into
the system.
You can also specify file selection from your desktop or from a server.
(Note: When you convert a SAPscript style into a Smart Style, the system converts all
paragraphs and character formats with all their properties and attributes intact. Therefore,
you can use the converted Smart Style without making any adjustments.)
When migrating a SAPscript form into a Smart Form or Smart Style, the system executes
the following steps:
1. Copies the language attributes and the output options
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 2
2. Migrates the layout information including pages and windows, as well as their
attributes and positions on the page
3. Copies the texts in the form
4. Displays the fields (SAPscript notation: program symbols) in the texts
5. Converts the SAPscript commands (such as NEW-PAGE or IF...ENDIF) to
comment lines and displays them in the texts
Repeat the above steps for the Smart Style accompanying the form.
Smart Form Conversion
The second phase of migration is conversion. Though the download phase (step 1) is the
same, conversion for Smart Styles must be done differently than conversion for Smart
Forms. I explain steps for Smart Styles later.
For converting forms, you have a template that you can enhance and modify according to
your needs. Adapt the form logic by specifying the commands that the system converted
to comment lines. The work involved is similar to any form development; each element,
window, page, text, logo spacing, and data mapping has to be validated, but the
conversion tool makes it easier. Follow these steps for SAPscript form conversion:
Step 1. Access the initial screen. Choose Tools>Forms printout>Smart Forms
(transaction SMARTFORMS) from the SAP Easy Access Menu. The dialog window
SAP Smart Forms: Initial Screen appears.
Step 2. Name the form. In the Form Field, enter field name you want to give, for
example ZTF_GR_## (based on your company standard starting with Z to identify this
as a customized form, where “##” is the group number).
Step 3. Access the migrate function. Go to Utilities>Migrate SAPscript Form. In the
dialogue window enter the SAPscript form name, for example Y_SAPSCRIPT_STD.
Choose the Check button.
Step 4. View the migrated layout. On the screen that appears, the SAPscript form is
migrated into a rough Smart Form (Figure 2). Click on Form Painter to see an
overview of the form layout.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 3
Figure 2: SMARTFORMS transaction for form development or conversion from
SAPscript
Use the following steps for mass migration or simultaneous migration of multiple
SAPscript forms:
Step 1. Run the mass migration program. In Reporting (transaction SE38), select the
program SF_MIGRATE and execute it (Figure 3). Select the names and the language
of the SAPscript forms and click the execute icon. The system creates the Smart Forms
named for the SAPscript forms plus the extension SF. It displays a list of the migrated
forms.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 4
Figure 3: Mass-migrating Smart Forms from a range selection
Step 2. Make changes (if necessary). To change and adapt a form, go to transaction
SMARTFORMS. Then activate the changed Smart Form.
Smart Style Conversion
The following are the unique conversion steps for Smart Styles. Note that mass
migration is not possible, as each Smart Style is attached to a specific Smart Form and
conversion must be done individually. For migrating a SAPscript style into Smart Styles,
the steps are:
Step 1. Open Smart Styles. Go to the Smart Styles initial screen (transaction
SMARTSTYLES; see Figure 4).
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 5
Figure 4: Transaction SMARTSTYLES for creating styles or converting from
SAPscript
Step 2. Name the style. In the Style field, enter the name of the Smart Style you want to
create.
Step 3. Run the program. Choose Smart Styles Convert SAPscript style. Enter the
name of the SAPscript style you want to convert. Press Enter. A list of the converted
styles appears.
Step 4. Make adjustments to the style (if necessary). Choose Back. You can now
change the Smart Style (using Change). To activate the Smart Style, choose Activate.
Other Processes
Once the SAPscripts are converted, whether in Smart Forms or Smart Styles, you should
clean up any errors made during the conversion process, in terms of attributes, window
alignment, or syntax errors. Cleaning up errors during conversion is often standard
procedure, as SAPscript might have used local logic. Errors may occur when a field
displayed is extracted or manipulated to display and doesn’t exist, or fields exist but
appear with no values. Errors may also arise in ABAP syntax.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 6
Step 1. Define the Import Parameter. Double-click on the Global Settings> Form
Interface from the navigation menu (Figure 5).
Figure 5: Use Form Interface within Global Settings for clean-up
Step 2. On the Import Tab, enter the import structure information. For example,
enter Parameter Name (table name, such as LIKP), Type Assignment: Type,
Reference Type (table name), Optional (or Mandatory); Pass Val: (Passing value
indicator). This must be done for all the data retrieved from the SAP tables.
Step 3. Remove irrelevant or unnecessary windows. To delete a navigational menu
node, right-click on the node, and select Delete. Since you start with windows in
SAPscript, there might be redundant windows created for text.
Step 4. Set the first page. Delete the NEXT page node on the menu tree. Double-click
on the first page node. In the General Attributes tab, change the Next Page value to
FIRST.
Step 5. Delete the DETAIL frame window. Expand the MAIN window and delete all
its text nodes.
Step 6. Adjust the text nodes. Click on the text nodes and let the system fit the text.
Step 7. Save and check the syntax.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 7
Modification
Smart Forms allows you to customize the newly migrated forms and styles, adding
images, headers, templates, and standard text.
To insert the company logo (or any image):
Step 1. Open the Form Painter for graphics (Figure 6). Select the Form Painter
button. Click the LOGO window in Form Painter. Right-click and choose
Create>Graphics.
Figure 6: Form Painter with graphics insertion
Step 2. Insert the logo or image. In the maintenance screen of the node (the center of
the frame) under the General attributes tab, enter the company logo or other image as
Graphic Image, Graphics as Object type, and bmap as ID. Choose the grid screen
color and press Enter. You can position the logo as you wish.
To import standard text for addresses and other purposes:
Step 1. Access the text creation tool (Figure 7). In the navigation menu tree, click on
the INFO1 window node. Right-click and select Create>Text.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 8
Figure 7: Insert standard text in the form painter
Step 2. Prepare the new text node. On your new text node under INFO1, in the
Maintenance frame, on the General Attributes node, change the Text Type to Include
text. Select OK on the popup menu.
Step 3. Set the text attributes. Under Text Name, enter the name of the form. For Text
Object, enter text. For Text ID, enter ST. For Language, enter WN. Check the
checkbox for No error when no text exists.
To create a template for your header and line items:
Step 1. Insert the company logo (or any image). Right-click on the MAIN window
node and select Template (Figure 8).
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 9
Figure 8: Use menu path Form Painter>Create>Template.
Step 2. Click on your new Template node. The attributes associated with your new
template will appear.
Step 3. In the tab labeled Template, enter the following:
1. In the column Name, enter Line1. This will be the first row in your template.
2. Click on the Table Painter button. Click on the Pattern button and select the pattern
on the upper left hand side of the pop-up window.
Activation
Step 1. Save and activate your form. Select Activate (Figure 9).
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 10
Figure 9: SMARTFORM transaction with Activate option to activate the form
Step 2. Test your form. Click on the Test button or press the F8 key.
Step 3. Execute. When the Function Module screen comes up, click on the Execute
button or press the F8 key again.
Step 4. Preview the document. On the Print pop-up menu, click on the Print Preview
button. Your new form will appear.
Step 5. Return to Form Builder. Close the print preview and press the Back key until
you return to the Smart Form Builder screen.
“How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 11

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How to develop_smart_forms_01

  • 1. How to Develop Smart Forms by Rajen Iyer, CPIM, PMP, SAP America, Inc Migration to Smart Forms If you have many forms already built in SAPscript, you may migrate them into Smart Forms to avoid building the Smart Forms from scratch and save development time. Two types of migration are available: individual migration and mass migration. You can migrate a SAPscript form into a Smart Form and convert a SAPscript style into a Smart Style. Smart Styles contain the formatting information for the text. In Smart Style, you take the smaller components (paragraph and character formats) for conversion individually, whereas for Smart Forms, you take the entire Smart Form for conversion. Each conversion of a Smart Form requires a separate conversion of the accompanying Smart Style; some of the steps, however, are the same. The first phase of the migration is the download. Use program RSTXSCRP to download SAPscripts to your local hard disk (Figure 1). “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 1
  • 2. Figure 1: Program to download and upload SAPscripts to and from your local drive Simply select the object, based on Form, Style, Standard Text, or Device Type. You may EXPORT to download to the local drive and IMPORT to upload a SAPscript into the system. You can also specify file selection from your desktop or from a server. (Note: When you convert a SAPscript style into a Smart Style, the system converts all paragraphs and character formats with all their properties and attributes intact. Therefore, you can use the converted Smart Style without making any adjustments.) When migrating a SAPscript form into a Smart Form or Smart Style, the system executes the following steps: 1. Copies the language attributes and the output options “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 2
  • 3. 2. Migrates the layout information including pages and windows, as well as their attributes and positions on the page 3. Copies the texts in the form 4. Displays the fields (SAPscript notation: program symbols) in the texts 5. Converts the SAPscript commands (such as NEW-PAGE or IF...ENDIF) to comment lines and displays them in the texts Repeat the above steps for the Smart Style accompanying the form. Smart Form Conversion The second phase of migration is conversion. Though the download phase (step 1) is the same, conversion for Smart Styles must be done differently than conversion for Smart Forms. I explain steps for Smart Styles later. For converting forms, you have a template that you can enhance and modify according to your needs. Adapt the form logic by specifying the commands that the system converted to comment lines. The work involved is similar to any form development; each element, window, page, text, logo spacing, and data mapping has to be validated, but the conversion tool makes it easier. Follow these steps for SAPscript form conversion: Step 1. Access the initial screen. Choose Tools>Forms printout>Smart Forms (transaction SMARTFORMS) from the SAP Easy Access Menu. The dialog window SAP Smart Forms: Initial Screen appears. Step 2. Name the form. In the Form Field, enter field name you want to give, for example ZTF_GR_## (based on your company standard starting with Z to identify this as a customized form, where “##” is the group number). Step 3. Access the migrate function. Go to Utilities>Migrate SAPscript Form. In the dialogue window enter the SAPscript form name, for example Y_SAPSCRIPT_STD. Choose the Check button. Step 4. View the migrated layout. On the screen that appears, the SAPscript form is migrated into a rough Smart Form (Figure 2). Click on Form Painter to see an overview of the form layout. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 3
  • 4. Figure 2: SMARTFORMS transaction for form development or conversion from SAPscript Use the following steps for mass migration or simultaneous migration of multiple SAPscript forms: Step 1. Run the mass migration program. In Reporting (transaction SE38), select the program SF_MIGRATE and execute it (Figure 3). Select the names and the language of the SAPscript forms and click the execute icon. The system creates the Smart Forms named for the SAPscript forms plus the extension SF. It displays a list of the migrated forms. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 4
  • 5. Figure 3: Mass-migrating Smart Forms from a range selection Step 2. Make changes (if necessary). To change and adapt a form, go to transaction SMARTFORMS. Then activate the changed Smart Form. Smart Style Conversion The following are the unique conversion steps for Smart Styles. Note that mass migration is not possible, as each Smart Style is attached to a specific Smart Form and conversion must be done individually. For migrating a SAPscript style into Smart Styles, the steps are: Step 1. Open Smart Styles. Go to the Smart Styles initial screen (transaction SMARTSTYLES; see Figure 4). “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 5
  • 6. Figure 4: Transaction SMARTSTYLES for creating styles or converting from SAPscript Step 2. Name the style. In the Style field, enter the name of the Smart Style you want to create. Step 3. Run the program. Choose Smart Styles Convert SAPscript style. Enter the name of the SAPscript style you want to convert. Press Enter. A list of the converted styles appears. Step 4. Make adjustments to the style (if necessary). Choose Back. You can now change the Smart Style (using Change). To activate the Smart Style, choose Activate. Other Processes Once the SAPscripts are converted, whether in Smart Forms or Smart Styles, you should clean up any errors made during the conversion process, in terms of attributes, window alignment, or syntax errors. Cleaning up errors during conversion is often standard procedure, as SAPscript might have used local logic. Errors may occur when a field displayed is extracted or manipulated to display and doesn’t exist, or fields exist but appear with no values. Errors may also arise in ABAP syntax. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 6
  • 7. Step 1. Define the Import Parameter. Double-click on the Global Settings> Form Interface from the navigation menu (Figure 5). Figure 5: Use Form Interface within Global Settings for clean-up Step 2. On the Import Tab, enter the import structure information. For example, enter Parameter Name (table name, such as LIKP), Type Assignment: Type, Reference Type (table name), Optional (or Mandatory); Pass Val: (Passing value indicator). This must be done for all the data retrieved from the SAP tables. Step 3. Remove irrelevant or unnecessary windows. To delete a navigational menu node, right-click on the node, and select Delete. Since you start with windows in SAPscript, there might be redundant windows created for text. Step 4. Set the first page. Delete the NEXT page node on the menu tree. Double-click on the first page node. In the General Attributes tab, change the Next Page value to FIRST. Step 5. Delete the DETAIL frame window. Expand the MAIN window and delete all its text nodes. Step 6. Adjust the text nodes. Click on the text nodes and let the system fit the text. Step 7. Save and check the syntax. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 7
  • 8. Modification Smart Forms allows you to customize the newly migrated forms and styles, adding images, headers, templates, and standard text. To insert the company logo (or any image): Step 1. Open the Form Painter for graphics (Figure 6). Select the Form Painter button. Click the LOGO window in Form Painter. Right-click and choose Create>Graphics. Figure 6: Form Painter with graphics insertion Step 2. Insert the logo or image. In the maintenance screen of the node (the center of the frame) under the General attributes tab, enter the company logo or other image as Graphic Image, Graphics as Object type, and bmap as ID. Choose the grid screen color and press Enter. You can position the logo as you wish. To import standard text for addresses and other purposes: Step 1. Access the text creation tool (Figure 7). In the navigation menu tree, click on the INFO1 window node. Right-click and select Create>Text. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 8
  • 9. Figure 7: Insert standard text in the form painter Step 2. Prepare the new text node. On your new text node under INFO1, in the Maintenance frame, on the General Attributes node, change the Text Type to Include text. Select OK on the popup menu. Step 3. Set the text attributes. Under Text Name, enter the name of the form. For Text Object, enter text. For Text ID, enter ST. For Language, enter WN. Check the checkbox for No error when no text exists. To create a template for your header and line items: Step 1. Insert the company logo (or any image). Right-click on the MAIN window node and select Template (Figure 8). “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 9
  • 10. Figure 8: Use menu path Form Painter>Create>Template. Step 2. Click on your new Template node. The attributes associated with your new template will appear. Step 3. In the tab labeled Template, enter the following: 1. In the column Name, enter Line1. This will be the first row in your template. 2. Click on the Table Painter button. Click on the Pattern button and select the pattern on the upper left hand side of the pop-up window. Activation Step 1. Save and activate your form. Select Activate (Figure 9). “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 10
  • 11. Figure 9: SMARTFORM transaction with Activate option to activate the form Step 2. Test your form. Click on the Test button or press the F8 key. Step 3. Execute. When the Function Module screen comes up, click on the Execute button or press the F8 key again. Step 4. Preview the document. On the Print pop-up menu, click on the Print Preview button. Your new form will appear. Step 5. Return to Form Builder. Close the print preview and press the Back key until you return to the Smart Form Builder screen. “How to Develop Smart Forms,” by Rajen Iyer, CPIM, PMP, SAP America, Inc page 11