Action Profiles in CRM

Hi Experts,
Can anyone provide me data on Action profiles in SAP-CRM??
Any pointers shall prove really helpful.
Regards,
Kanika

Hi,
Please go though this blog and this will give you the exact idea to work with Actions.
[How to Create Action for a Transaction Type in CRM|How to Create Action for a Transaction Type in CRM]
Pls let me know if it helps you.
Best Regards,
Deepak Gupta

Similar Messages

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    SAP CRM Technical Consultant.

    TR: SPRO --> IMG -->Customer Relationship Management -->Basic Functions -->Actions -->Actions in Transaction >Change Actions and Conditions>Define Action Profiles and Actions
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  • Link Adobe Form to Action Profile

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    Points rewarded for any help.
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    I set up a smartform name, a specific class with a method.
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  • How to Configure ReturnAuthorizationNotification Form in Action Profile(CRM

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    Hi Dinesh,
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       Executable in Dialog : X
       Display in Toolbox :   X
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      Rule Type : Workflow Conditions
      Action Merging : Max. 1 Action for Each Action Definition
    3) Processing Types
        Process Type : Smart Forms Mail
        Mail Settings : Form Name : Assign u r Zsmart form
        Processing Class: CL_DOC_PROCESSING_CRM_ORDER
        Processing Method : CRM_ORDER_EXEC_SMART_FORM
        Archive Mode : 1 Mail only
    4) In Action Condition set Start and schedule condition for u r action definition
    Regards,
    DD's

  • Hi CRM Gurus!!!!! Action Profile

    Hi CRM Gurus,
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    Points will be Rewarded.
    Thanks in Advance.
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    Hi Gurus,
    I'm not sure if I'm missing the point here, and apologise if I ma as I'm still relatively new to SAP.
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    Does anyone have any suggestions?  I apologise if this is not linked to the thread - if this is the case please let me know and I will post elsewhere.
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  • Uncaught exception CX_OS_OBJECT_NOT_FOUND in Action Profile RSPPFPROCESS

    Hej All,
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    The same batch job was working fine initially.Couldn't figure out what went wrong..
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    The exception 'CX_OS_OBJECT_NOT_FOUND' was raised, but it was not caught
    anywhere along the call hierarchy.
    Since exceptions represent error situations and this error was not adequately responded to, the running ABAP program
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    "CL_PARTNER_PPF================CP" or "CL_PARTNER_PPF================CM001"
    "IF_OS_STATE~HANDLE_EXCEPTION"
    An exception occurred that is explained in detail below.
    The exception, which is assigned to class 'CX_OS_OBJECT_NOT_FOUND', was not
    caught in
    procedure "COPY" "(METHOD)", nor was it propagated by a RAISING clause.
    Since the caller of the procedure could not have anticipated that the
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    "37B65114D0475B9EE10000009B38FA0B" (class GUID)
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    Shan

    Processing type of action profile is method call and a method is Z_SLA_EMAIL_RES_TIME.Implemented in Badi ZCL_IM_SLA_EMAIL_RES_TIME(Interface name :IF_EX_EXEC_METHODCALL_PPF_ and definition name is EXEC_METHODCALL_PPF.     
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  • Action profile for Business Partners

    Dear SAPers,
    Currently Action profile, can be easily set-up for Business transactions (Opp, Activity,etc.).
    Examle: When Opp status is changed (schedule condition, start condition), Business Parnter attribute is adapted (Execution).
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    Examle: When BP is changed (schedule condition, start condition), Business transaction attribute is adapted (Execution).
    In standard, it does not look possible.
    Should it be possible from Business Parnter BADI (check_before_save) to generate the schedule condition of a set of Business transactions e.g Opp.
    Thanks for any help.

    Hi Marc,
    Yes. As of today you can customize the Action Profiles to trigger actions for Business Transactions only. This is not available for the Business Partners. So, your approach of Business Partner BADI sounds a very reasonable solution to achieve the functionality.
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    I got a BADI of BP - COM_PARTNER_BADI. Can you have a look at the implementations of it so as to have a understanding of it's usage.
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  • Smartform Mail Sending via Action profile

    Hi,
    we have a big problem, because our sended emails going into customers spam filter. We hava SAP CRM 5.0 and we send the emails via action profile.
    For that we use the standard for sending smartforms via action profile. Follwing problems are occured:
    1) email recipient is fill only in the cc field, not in the to field of an email
    2) the subjet ist the sam as the dcument name
    3) the emial is sended without text only whith attachment
    So my question are:
    how can i customize that the email is wirtten in the to field and how i can change the subject of this mail.
    Is ist possible to add a text to the email? Maybe not, but than we could add a disclaimer in the mail hub - so my firts questions are more importent for me.
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    Stefan

    Hi,
    To manipulate the subject Refer   Note 895550 - Name of Smart Form used as e-mail subject 
    Im not sure why the email recipient is in CC instead of To. Please check your Action settings. How are you determining the recipient? if it's by partner function, it should automatically be filled in To field.
    Smartforms can be sent either as Text or pdf attachment. This is controlled globally in SMTP settings in SCOT. I believe you can choose attachment option and also add some text by manipulating the Action class.
    HOpe this helps.
    Shaik

  • Change status of Follow-Up with an action profile

    Hi,
    I would like to create an action profile for the following function:
    After creating an opportunity with a Follow-UP (quotation), I would like to change the status of the quotation if the opportunity is saved.
    Is there any BADI which provides such a functionality?
    Has anyone an idea for solving that problem?
    Thanks in advance.
    Regards,
    Nicole

    Hi Masthan,
    yes, I solved that problem.
    There isn't any BADI which provides this functionality, you have to implement it on your own. (new BAdI under SPRO -> CRM -> Basic Functions -> Actions -> Actions in Transactions -> BAdI Processing Methods)
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    Nicole

  • Mail Forms through Action Profile

    Hi Experts,
    In one of the business requirement we need to trigger the Mail froms to users & customers with survery & questions attached to the mail form.
    Can we trigger this Mail form using Action Profile? Or Is it only the smart forms that can be triggered using Action Profile?
    If mail forms can also be triggered can you please explain what configurations need to be maintained?
    Hoping to find a solution here.
    Thank you in advance.
    Rgds,
    Sai Srinivas Ivaturi

    Hi Sai
    Typically a Mail Form can be triggered from an Action attached to a Business Transaction.
    The Action Profile is configured with the Transaction Type standard maintenance via SPRO-IMG.
    Action Profiles and Actions are configured under SPRO-IMG for CRM "Basic Functions-Actions".
    You will need to create/adjust an Action Profile and an Action within this to meet your needs, then Define Conditions for the Action to be triggered.
    Refer to SAP Help for more content on this, you can also refer to the Best Practice guides for SAP CRM as they step by step logic for setting up.
    Regards
    Arden

  • Create Action Profile for Service Complaint

    Hi All,
    How to create the action profile for service complaint. I am working in CRM Standalone server. I gone through that service complaint doc and found that for this transaction we have to define the actions like CREATE RETURN REQUEST, CREATE SPARE PART DELIVERY, CREATE QUALITY NOTIFICATION, CREATE CREDIT/DEBIT MEMO REQUEST AND CREATE TASK. Can Anybody guide me how can I achieve this ans assign to my transaction type ie Service Complaint.If any body has the doc to achieve this can send it to
    [email protected]
    Valuable answer will be appreciated.
    Thanx
    Saravana

    Hi saravana
    want actions in transactions then use this link
    https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/c87bb93d-0b01-0010-a0b4-b04d7fda745f
    regards
    Vinay

  • Recipient Type in Action Profile

    Hi all,
    I have created an action profile which triggers a smart form mail when the campaign is saved. When defining conditions for the action profile, in the processing details tab, the recipient type is selected as "sap user" and sap username is provided in the recipient address field. The action is executed successfully.
    Our requirement is that,
    1.Can we send this smart form mail to multiple recipients?
    2. In the processing details tab, if i select the recipient type as Org. Unit / Position, what should be the input for the address field?
    (Is it the ID of the org unit / position?)
    Please help.....
    Sindhu.

    Hi Sindhu,
    For the email in acton profile you have to select external communication as the processing type and then when you double click the external communication type in action defintion for the action, you will get the type of smart form and the class and other details which you need to enter based on the requirement for ex reminder mail as std smart form in case of reminders to be sent and class of crm_...ex or for sending CRM header data etc.
    Once this is done and when you go to conditions you can select the processing type and then yu have processing details and on the right frame you have the Document tab and then sleect this tab and select comm method as standard (by default SAP will pick up the std communiation medium mentioned in master data and it has to be mentioned in the master data of the BP as std communication as email and his email id.
    you can select a specific partner function based on which the email will be sent to the partner is there in the activity.
    Or you can see this weblog done by and we have to be thankful to Rakesh kumar jain
    https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/d03a6978-a10b-2a10-7baf-8428d86bf05f
    thanks
    Srini

  • Action Profile : Using Method Call

    Hi ,
    I have a requirement , that whenever a service order is created in CRM, a corresponding notification
    needs to be created in ERP ( Tcodes : IW51, IW52 or IW53 ).
    Can we call a BAPI inside the processing type Method call of a customized action profile ?
    Regards,
    Lakshmi

    Hi Sudipta,
    Points awarded.
    Thanks for your reply. I am able to call the bapi in customized action profile and create a notification in ERP  . But how do we maintain the document flow in the CRM system?
    Our requirement is creating a notification in ERP when an action is triggered in the business activity transaction in CRM. 
    Regards,
    Lakshmi
    Edited by: Lakshmi Menon on Feb 24, 2009 7:13 AM

  • Error while saving a smartform in pdf with action profile in service order

    Hi experts,
    I have a problem in saving a smartform which is converted in pdf.
    WHat i m doing is.
    The action profile is configured with new Z class and Z method. CL_DOC_PROCESSING_CRM_ORDER and CRM_SRVORDER_EXEC_SMART_FORM.
    But when i click the button in the Order, i m able to save the pdf in local drive, but an error is coming in the Order page(at the bottom) "Action could not be executed successfully".
    The action has been setup with "Printonly" and "Smartforms print" in customization.
    I have a dount whether, this action Printonly is only to print the smartform ??? Or can we use just to save the smartform in pdf.
    But when i remove the pdf conversion and save dialog and try to print it directly, Its printing the smartform. No errors are coming.
    But guys, please help me on this. I have tried all the tricks i know.
    I just want to save a smartform in pdf with action profile configured.
    Thanks in advance.
    <REMOVED BY MODERATOR>
    KK
    Edited by: Alvaro Tejada Galindo on Mar 19, 2008 4:26 PM

    Hi;
    Did you checked
    Queries Error With FRM-92101 In Many NLS Forms [ID 443922.1] << seems similar error like yours
    Forms FRM-92050, FRM-92100, FRM-92101, FRM-92102 Reference Guide [ID 444690.1]
    If its not help please enable trace
    How To Perform System Tracing For All Forms Runtime Processes? [ID 400144.1]
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    Helios

  • Follow up task without using the action profile

    Hi,
    Is it possible to create the follow up task without using the action profile? If so, please let me know how we can do that?
    as per the requirements, i have to the custom coding that will automatically create follow-on task triggered by status change on the all the transaction type. Please guide me how can we do that.
    Task details (task id, description), I'm reading it from the custom table.
    Thanks for your help.
    Regards,
    Vaibhav

    Thanks Naresh for the response.
    Not sure if I can use the CRMV_EVENT. Even I'm not aware how to use that. Let me tell what i am doing in the logic.
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    - get the header and item details using the FM CRM_ORDER_READ.
    - get the status of header / item from the output of CRM_ORDER_READ.
    - compare the status with the custom table (having info of hearder type, item type, status, tast id, task description etc)
    - if status is different, create the task using the details from the custom table.
    now i want to write the logic to implement the last step. Do we have any standard FM where I can pass the task ID and it will create the task? Please help.

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